A股液冷服務器板塊午後漲勢擴大，中石科技、中遠通20cm漲停，此前集泰股份、盾安環境、豪爾賽、科瑞技術等漲停，阿萊德、高瀾股份、意華股份、京泉華等跟漲。

韓元兌美元上漲1%。

China’s Ministry of Industry and Information Technology issued an information and communications industry 15th Five‑Year plan directing a modestly front‑loaded buildout of information infrastructure. The plan calls for deploying globally leading network infrastructure and pushing urban and hotspot networks toward a dual‑10G evolution, targeting urban hotspots with 10Gbps downlink and 1Gbps uplink peak rates. It requires deeper 5G coverage in key scenarios, continuous 5G‑A coverage in county‑level and above urban areas with extensions into key towns, and says 6G commercialization should start at an appropriate time. The plan promotes 10G optical‑network (10G PON) pilots and wider rollout, continued nationwide signal‑upgrade actions to improve end‑to‑end service perception, expanded mobile IoT (NB‑IoT) wide‑area coverage and connectivity, and accelerated IPv6 innovation with orderly IPv6 single‑stack deployment.