Regions may merge existing differential, tiered and punitive electricity tariffs into a unified differentiated electricity-price scheme, with consolidation to consider capacity/output controls, energy consumption and carbon emissions levels, and environmental performance. Any surcharge on top of market electricity transaction prices would be capped at 0.1 yuan per kWh; surcharge proceeds are to be used to offset system operation costs.

美国副总统万斯：（关于伊朗）还有很多细节需要理清。

MLCC sector rallied with multiple stocks hitting daily limit-up after Hubei Jiangcheng Laboratory said it developed a 3D multilayer on‑chip capacitor with capacitance density above 1,000 nF/mm2. Zhongtai Securities estimates AI server power architecture and rising GPU power will raise MLCC usage per rack from ~2,000 in traditional servers to hundreds of thousands, lifting global AI‑server MLCC demand from 64.2 billion units in 2025 to 381.6 billion in 2030 (CAGR 42.8%). Under Zhongtai’s pricing assumptions—100,000 yuan/ton for MLCC ceramic powder in 2026, rising 10% p.a. to 146,000 yuan/ton in 2030—the AI‑server ceramic‑powder market would reach 5.6 billion yuan in 2030 (implied CAGR 65%). If supply tightness or product iteration drives additional price inflation of 50%/100%/200%, the 2030 market expands to 8.4 billion/11.1 billion/16.7 billion yuan respectively.