A-share MLCC-related stocks jumped in afternoon trade. Yunzhong Technology rose over 15%; Fenghua Hi-Tech and Shuangxing New Materials hit their daily limit. Hongming Electronics, Torch Electronics, Guoci Materials and Sanhuan Group also advanced.

China's Ministry of Industry and Information Technology and eight other ministries issued the '15th Five-Year' plan for the intelligent connected new-energy vehicle (NEV) industry, calling to strengthen foundational AI capabilities. The plan pushes innovation in AI models and agent technologies and prioritizes initial deployment in the automotive sector. It directs accelerated construction of automotive AI application pilot bases and urges industry players to build intelligent-computing capacity through a mix of public/shared and self-owned facilities. It also encourages firms to open more application scenarios and to foster a comprehensive AI application ecosystem.

Sources say Petrobras plans to raise diesel prices by 1 real per liter.