A股半導體板塊反彈，富瀚微20%漲停，樂鑫科技、明微電子、炬芯科技等跟漲。

Tianjin Planning and Resources Bureau, together with the Development and Reform Commission, Housing and Urban‑Rural Development Commission and 10 other departments, issued Opinions on Reactivating Stock Assets to Resolve Historical Project Planning Land and Real Estate Registration Issues (2026 edition). Building on a July 2024 pilot due to expire after two years, the revision expands the policy’s scope and streamlines procedures to support completion of formalities and real‑estate registration for historical projects; the Planning and Resources Bureau led the revisions to address market requests for an extension and practical issues on applicability, building‑retention verification, illegal‑construction handling and completion‑acceptance filing.

Iran's foreign ministry spokesman said an understanding with Oman on a new shipping route does not imply the opening or closure of the Strait of Hormuz.