China A-share PEEK materials sector rose amid choppy trading; Mingyang Technology climbed over 17%, Henghe Precision rose more than 15%, Hengbo Co. gained over 6%, and Changying Precision also advanced.

The NDRC Department of Institutional Reform said south China’s power market now has over 270,000 registered participants, about one quarter of the national total. Market-based trading accounted for 67.5% of electricity volumes, roughly 4 percentage points above the national average. A peak–valley pricing and flexible-balancing regime has improved resource allocation efficiency; since continuous-settlement trials began West-to-East transfers exceeded planned increases by more than 20 bln kWh, and 2025 transmission volume reached a record 261.6 bln kWh.

分析師預測顯示，AI相關盈利增長的潛在受益範圍或逐步擴大。信息技術行業仍是盈利增長預期最強的領域，但每股收益（EPS）變動率預計將從2026—2027年的約42.5%降至2027—2028年的約26.7%。醫療保健行業的對應指標也將從約22.8%降至9.8%。相比之下，工業行業預計由約15.8%升至16.8%，金融行業則由約8.5%升至10.8%。這一分化可能反映AI投資週期不同階段的收益傳導：信息技術及醫療保健較早受益，而隨着AI應用擴展和生產率提升，工業、金融等行業的盈利增長預期可能逐步改善。