OPEC monthly report cuts its 2026 forecast for demand for OPEC crude by 200,000 b/d to 42.30 mln b/d; leaves the 2027 forecast unchanged at 43.60 mln b/d.

The State Council approved the Expanding Consumption "15th Five-Year Plan", directing removal of unreasonable restrictive measures. It calls for shifting auto consumption from purchase-management to use-management: provide phased guarantees allowing no-car households repeatedly unsuccessful in license-plate lotteries to buy cars, and explore differentiated vehicle purchase quota management for urban and suburban areas. The plan supports city-by-city adjustments to real-estate policy to better satisfy rigid and upgrade housing demand, and directs deeper reform of the housing provident fund with expanded permissible uses to meet contributors’ housing needs across life stages. It also mandates streamlined approvals for performing arts and large public events via one-stop, end-to-end online processing and reinforces content-review responsibility for first-performance venues.

A股液冷服务器概念股盘初上扬，淳中科技涨停，同飞股份、大元泵业、冰轮环境、南方泵业、飞龙股份跟涨。