亚马逊(AMZN.O)在其设备与服务部门裁员约250人。

Beijing municipal government issued its 15th Five-Year New Energy System Plan, targeting industrial upgrade and scaled deployment across renewables, heat and storage. It calls for raising the wind-power industry’s high-end capabilities and prioritizes R&D and equipment manufacturing for perovskite solar cells and high-efficiency PV modules while promoting building‑integrated photovoltaics (BIPV). The plan accelerates commercialization of geothermal and heat-pump applications, advances R&D and manufacturing of efficient heat exchangers, and aims to cultivate core heat‑pump equipment makers to enable scale. It mandates smart‑grid technology and equipment development—focusing on power semiconductors and intelligent transmission and transformation gear—expanding Beijing’s power‑equipment manufacturing base and exploring vehicle‑to‑grid (V2G) and virtual power plant (VPP) business models. For energy storage, it promotes clustered industry development, backing R&D in solid‑state and flow batteries, system integration and high‑end manufacturing, and targets new storage installations of 600 MW for grid‑ and user‑side applications.

China A-share CPO sector opened weaker; Baiwei Storage fell more than 9%, Tianfu Communication dropped over 8%, and O-Film, Pengding Holdings and Wenfeng Optoelectronics declined over 7%.