重要新聞 1. 國家能源局：“十五五”時期，將進一步做大油氣合作“朋友圈”。 2. 六部門：加快推進具身智能、大語言模型、腦機接口、外骨骼等前沿技術在養老領域應用。 個股新聞 1. 主力資金流向數據顯示，長江電力主力資金淨流入6.19億元居首位，龍江交通、東方日升、中芯國際、中科飛測獲主力資金淨流入居前；東山精密主力資金淨流出15.31億元居首位，兆易創新、中際旭創、工業富聯、長鑫科技主力資金淨流出居前。 2. 中際旭創：行業需求依然強勁，公司正在積極準備物料和產能。 3. 新易盛：目前公司在手訂單充足，訂單交付及產能擴充正按業務需求推進。 4. 天孚通信：公司將適時研究並依法合規充分運用政策工具，維護公司價值與全體股東利益。 5. 勝宏科技：公司目前生產經營一切正常，供應鏈穩定，產能利用率處於良好水平。 6. 聯訊儀器：控股股東提議回購公司股份，回購資金總額不低於1億元且不高於1.5億元。 7. 三花智控：累計回購2.23億元，將根據市場情況及資金安排情況繼續實施A股回購計劃。 8. 亨通光電：控股股東獲得增持專項貸款承諾函。 9. 大普微：積極研判通過股份回購等多種方式維護公司價值

At a press briefing the National Development and Reform Commission said it will concentrate on two keys — arable land and seeds — and pursue three priorities to keep China’s staple grains largely domestically supplied. It will accelerate conversion of qualifying permanent basic farmland into high‑standard farmland and speed upgrades to major irrigation districts to turn rain‑fed fields into reliable-output land. Policy will target both stable planted area and higher yields through region- and crop-specific measures that integrate better land, seeds, machinery and farming methods to deliver broad-based balanced gains in major grain and oilseed production. The NDRC also said it will mobilize farmers and local governments by coordinating investment with price support, subsidies and insurance to stabilize farmers’ planting income expectations, and improve compensation mechanisms for major grain-producing regions to incentivize local authorities to prioritize grain production.

A股BC電池概念持續走強，中來股份漲超7%，協鑫集成漲超4%，福斯特、天合光能等跟漲。