Polysilicon most-active futures fell more than 3%, now at 34,000 yuan/ton.

At the 2026 World Artificial Intelligence Conference in Shanghai, the National Development and Reform Commission (NDRC) and other agencies released two outputs: the Artificial Intelligence Cooperation Development Action Plan and the China Smart·Benefits the World (2026) casebook. The Action Plan, framed to implement Xi’s directive that AI be treated as an international public good, sets eight priority actions spanning data, compute, ecosystem, deployment, talent, rules, governance and ethics: high‑quality data supply, democratized/ubiquitous compute, open‑source ecosystem sharing, deep sectoral AI enablement, joint cultivation of digital‑intelligence talent, co‑development of rules and standards, collaborative security governance, and promoting AI for good. The NDRC says the plan responds to UN calls for strengthened international AI cooperation, narrowing the digital divide and using AI for sustainable development. The China Smart·Benefits the World (2026) casebook, the NDRC’s third annual edition, compiles 10 international AI cooperation projects; it reports broader country coverage, richer “AI+” application scenarios and an increased emphasis on people‑centered, benevolent AI, presenting China’s contributions to global AI development.

US July Philadelphia Fed manufacturing index at 41.4, highest since Nov 2021.