IEA monthly report forecasts non-OPEC supply will rise by 2.2 mln bpd in 2027.

A股光纖概念盤初拉昇，必創科技漲超12%，光迅科技漲超8%，至純科技漲超7%，天孚通信、炬光科技漲超6%。

The National Energy Administration issued the Energy Sector Energy-saving and Carbon-reduction Action Plan (2026–2028), directing measures to expand renewable consumption and lift renewables’ share of generation. Market-relevant measures include: accelerate development of new energy storage and explore long-duration storage applications; scale up interprovincial renewable trading; step up distribution-grid construction and smart upgrades to increase the grid’s capacity to absorb distributed renewables and other new participants; and promote green-power direct connections, smart microgrids, integrated source–grid–load–storage solutions and incremental distribution networks to facilitate local consumption and broaden green-power use.