港股PCB概念震荡拉升，建滔积层板(01888.HK)涨超10%，大族数控(03200.HK)涨超9%，建滔集团(00148.HK)涨超7%，广合科技(01989.HK)涨超4%。

The National Energy Administration published the Energy Sector Energy‑saving and Carbon‑reduction Action Plan (2026–2028), prioritizing coal‑power decarbonization. It calls for orderly retirement of a batch of eligible coal‑fired units at or below 300 MW and encourages replacement units be built to new‑generation coal standards; promotes cross‑generation upgrades to supercritical/ultra‑supercritical technology for a number of 600 MW units; supports co‑firing of zero/low‑carbon fuels and CCUS retrofits for eligible units, with post‑retrofit carbon intensity targeted to fall about 10% per MWh; and backs integration projects linking coal, gas and renewables via thermal and energy‑storage coupling and integrated aggregation/transmission to achieve combined emissions reductions.

ChiNext Index fell more than 3%; Shenzhen Component down 1.29% and Shanghai Composite down 0.4%. STAR 50 Index fell over 3%. More than 1,500 stocks declined across the A-share market.