A-share CPO sector opened higher; Yangtze Optical Fibre and Cable and Huashengchang hit the daily limit. Futong Microelectronics, Defu Technology and Guanghe Technology were among the top gainers.

The Financial Services Commission (FSC) will expand the Public Growth Fund's operating scale from 150 tln won to 200 tln won and widen its investment scope to include aerospace and other strategic industries. Annual operating capacity will rise from 30 tln won to 40 tln won, for a targeted 200 tln won total over the next five years. The eligible universe will be broadened beyond the current 12 high‑tech sectors—semiconductors, displays, AI, biotech, vaccines, robotics, future mobility, defense, secondary batteries, hydrogen, critical minerals and content—to include aerospace; long‑term growth capital will be concentrated on semiconductors, AI data centers (AIDC) and Physical AI.

PBOC Monetary Policy Department director Xie Guangqi said at a State Council Information Office briefing on the 15th that in the period ahead monetary and credit conditions will shift from broad-based expansion to more quality-focused development, and slower loan growth coupled with improved loan quality may become a new normal in macro dynamics.