中國9月全社會用電量 8997億千瓦時，前值10332億千瓦時。

DeepSeek開源DeepInfer及配套協議組件，將推理服務核心能力進一步開放；OpenAI確認收購Orchestra Bio，把智能體擴展至藥物開發流程。SpaceX披露SI業務三季度收入75.6億美元、營業利潤轉正。另關注Anthropic財務會計口徑與蛋白設計研究、Google公共服務智能體，以及MiniMax免費版用量躍居第二。

The Ministry of Industry and Information Technology has issued an Implementation Plan for accelerating a carbon emissions dual‑control system in the industry and information sectors (2026–2030). Key market‑relevant targets: by 2030 establish roughly 400 carbon‑footprint accounting standards for major industrial products and build about 500 national‑level zero‑carbon factories and zero‑carbon compute facilities. By 2025, CO2 emissions per unit of value added at above‑designated‑size industrial enterprises should fall by more than 17%, and energy consumption per unit of value added at those enterprises should decline by more than 10%.