Hong Kong physical-AI stocks firmed in the afternoon; 06802.HK rose over 13%, 02432.HK rose over 11%, 02525.HK rose over 10%, 09880.HK rose over 5%.

The NDRC Department of Institutional Reform said south China’s power market now has over 270,000 registered participants, about one quarter of the national total. Market-based trading accounted for 67.5% of electricity volumes, roughly 4 percentage points above the national average. A peak–valley pricing and flexible-balancing regime has improved resource allocation efficiency; since continuous-settlement trials began West-to-East transfers exceeded planned increases by more than 20 bln kWh, and 2025 transmission volume reached a record 261.6 bln kWh.

美国总统特朗普：你们将看到伊朗冲突“很快以某种方式结束”。