CCTV reports Premier Li Qiang chaired a State Council executive meeting that approved the 15th Five-Year Carbon Peak Action Plan and the 15th Five-Year National Health Plan.

Fed hawkish signals and a firmer dollar are denting industrial-metals sentiment, pushing copper lower. LME three-month copper slid toward $13,300/tonne after a two-week decline. Fed officials have signaled further rate hikes in coming months to tackle persistently high inflation; the dollar last week hit its strongest level since November. Markets are also monitoring the prospect of Trump administration tariffs on refined metals. Separately, Goldman Sachs said the Iran conflict should ultimately boost metals demand, citing rising EV uptake, expanded renewables investment, higher defense spending and intensified AI-related industrial activity. Goldman raised its year-end 2026 and 2027 average copper forecasts to $13,735/tonne and $13,800/tonne, respectively.

A股港口航运板块持续走弱，盛航股份跌超6%，凤凰航运、安通控股、中远海能、中远海特跟跌。