MOFCOM said it urged the U.S. to heed industry concerns, correct hegemonic thinking and stop smearing Chinese firms and threatening sanctions. It warned Beijing will take all necessary measures to defend its legitimate and lawful rights if any U.S. action materially harms Chinese interests, and urged Washington to implement the two leaders’ consensus by stepping up bilateral AI dialogue and cooperating on AI governance.

大和资本市场：将特斯拉(TSLA.O)目标价从395美元下调至345美元。

The National Energy Administration issued a 2026–2030 action plan to raise coalbed methane (CBM) reserves and output in the eastern Ordos Basin and directed coordinated build-out of transmission infrastructure. It calls for advancing a CBM transmission network in the eastern Ordos per the national “one gas grid” plan, focusing on Daning–Jixian, Mizhi North, Shenfu and Daniu-di blocks and leveraging existing oil and gas field infrastructure to strengthen network interconnectivity. The plan supports near-field hookups to national trunk pipelines including the Shaanxi–Beijing line, the West–East Gas Pipeline and the Yuji line, promotes digital and smart station upgrades to boost operational efficiency and refined management, and encourages planning and construction of underground gas storage to stabilise output and enhance peak-shaving and supply security.