China's new-energy vehicle (NEV) production and sales rose 18.9% and 17.8% YoY in August, respectively.

Shanghai municipal government issued its Beautiful Shanghai “15th Five‑Year” construction plan, prioritizing a green, low‑carbon transport system. The plan mandates full conversion of public‑sector vehicles to new‑energy powertrains and sets a target for medium‑ and heavy‑duty new‑energy trucks to account for 30% of the fleet. Coastal ports must achieve full shore‑power coverage and ports and airports should largely electrify non‑road mobile machinery; new or replacement internal vehicles and non‑road equipment in key industries, parks and construction sites should be electric wherever possible. It also pushes river‑sea and container sea‑rail intermodal expansion, green upgrades for ports/airways/airports/highways, construction of an international green‑shipping fuel refueling and trading hub with extension to inland waterways, and accelerated rollout of charging and hydrogen refueling infrastructure including heavy‑truck charging and battery‑swap facilities at Yangshan, Waigaoqiao and major freight corridors.

At the 2026 Bund Conference main forum, Ant Group CEO Han Xinyi said merchants’ demand for AI-era growth is strong. Many merchants want to join an AI-agent economy but are still exploring how to convert their services into agent-callable capabilities, and supply and demand have not yet formed a virtuous cycle. He said Alipay's "Abao" will introduce a developer incentive policy to support creation of usable, high-quality agents and to provide incentive channels for users to express new demand.