TrendForce’s latest panel industry analysis projects that continued capacity consolidation will materially alter supply shares by 2028. Innolux and AUO’s combined supply of LCD monitor panels is forecast to drop below 10%. Their share of LCD notebook panels is expected to decline to around 20%. Supply of LCD TV panels is projected to stay near 22% owing to sustained profitability. Recent capacity pullbacks and asset recycling among Taiwanese panel makers are cited as key variables likely to resh

India's Nifty Smallcap 100 index rose 1%.

China's state planner and the National Energy Administration issued the 15th Five-Year plan for building a new-type power system, directing commissioning of hydropower projects in key basins including the upper Jinsha, upper Lancang, middle Yalong and Dadu rivers, and calling for safe, orderly advancement of major works on the lower Yarlung Tsangpo. The plan seeks to strengthen hydropower's peaking, regulation and stability roles and to widen dispatchable and flexible output, targeting roughly 410 GW of conventional hydropower installed capacity by 2030.