A股电力板块再度走强，立新能源八天七板，东方新能封板涨停，长源电力、广西能源、九洲集团涨超5%。

National Bureau of Statistics chief statistician Yu Weining said accelerated AI integration across sectors drove a sharp rise in compute demand in 1H, pushing electronics sector profits up 96.9% YoY and adding 8.5 percentage points to profit growth at industrial firms above designated size, a key support for faster overall industrial profit growth. Subsector details: server/HPC-related — computer system manufacturing +689.3% YoY, computer peripheral manufacturing +305.8%; electronic devices — integrated circuit manufacturing +2,579.5%, semiconductor discrete device manufacturing +31.2%; electronic components and specialized materials — electronic special materials manufacturing +209.7%, electronic circuit manufacturing +26.9%.

Al Jazeera, citing Iranian media, reported Iran said safe navigation channels through the Strait of Hormuz are predefined and other passages will be impassable.