A股電力板塊再度走強，立新能源八天七板，東方新能封板漲停，長源電力、廣西能源、九洲集團漲超5%。

Middle East conflict has disrupted energy supply chains, pushing key mining input prices higher and squeezing state miner Coal India's profitability. Company data show explosives for mine blasting were about 26% higher in early April versus pre-conflict levels, while diesel for mining equipment has risen roughly 50% since mid-March. Coal India said in April it is absorbing the higher costs to avoid 'chain effects' on the economy. Despite stronger summer cooling demand, coal's share of India's power mix this quarter remained around 70% and renewables rose to a record 19%, prompting roughly an 8% cut in the firm's output this quarter. Coal India expects coal to remain important in India's energy mix for at least the next decade but is diversifying into renewables and critical-minerals extraction in response to long-term challenges.

CASIC Rocket Technology Co said its domestically developed Mingfeng series liquid‑oxygen/methane engines completed a new round of hot-fire tests, bringing cumulative ground hot-fire time to more than 6,000 seconds. Testing covered a 40%–110% thrust operating range, combined gimbaling and variable-thrust trials, multiple ignitions, and thrust and mixture‑ratio offset checks. The program logged more than ten single long-duration burns over 200s and achieved 80 tonnes of ground thrust. CASIC aims to push cumulative test time past 10,000s in 2026 to support engine delivery for reusable LOX‑methane rockets targeted for 1H 2027.