歐盟委員會主席馮德萊恩：我們必須採取更多措施加強邊境管控，包括嚴密監控和物理屏障。

China State Planner and the National Energy Administration issued the 15th Five-Year Plan for New Power System Construction, proposing a '1+N' basic-rule framework for the power market and tighter alignment of national and local rules. The plan aims to broaden participation by new market entities, normalize cross-grid trading and gradually reduce proxy (agency) power procurement. It calls for improved ancillary services markets and exploration of a capacity market, deeper electricity price reform and market-based pricing for hydro, nuclear and gas generation. The plan proposes exploring two-part or single-capacity transmission pricing for cross-provincial special projects, implementing price mechanisms to support nearby consumption of renewables, refining transmission-and-distribution tariff incentives and constraints to steer grid investment, studying pricing for offshore wind evacuation, and optimizing residential tiered tariffs while promoting residential time-of-use pricing.

港股半導體概念股走低，兆易創新(03986.HK)、瀾起科技(06809.HK)均跌超6%，聖邦股份(03661.HK)跌超3%，中芯國際(00981.HK)跌超2%。