波蘭2027年預算赤字預計將達到2826億波蘭茲羅提，比2026年增加110億波蘭茲羅提。

China’s National Development and Reform Commission and Ministry of Transport issued a Logistics Network Construction Implementation Plan directing the cultivation and scaling of logistics enterprises. The plan targets development of internationally competitive transport-logistics leaders and integrated logistics integrators, formation of specialized logistics service firms, and encourages resource-integrating logistics companies to use mergers, restructuring and strategic partnerships to act as connectors in the logistics network, deepen integrated/networked operations, develop new business formats and models, and improve network operating quality and efficiency.

A股CPO板塊震盪走高，青山紙業4連板，合鍛智能、星網銳捷2連板，銘普光磁漲停，中際旭創漲超5%，麥捷科技、賽微電子、生益電子漲超10%，菲沃泰、生益科技、騰景科技、光庫科技、創世紀跟漲。