铠侠首席财务官：预计第三季度和第四季度NAND闪存需求将非常强劲。

A股电子化学品板块盘中拉升，方邦股份20cm涨停，广钢气体、海星股份封板涨停，唯特偶、兴福电子、莱特光电、中巨芯等均大涨超11%。

CHINA STATE PLANNER said at a July press briefing it will coordinate with ministries and local governments to draft targeted plans or implementation schemes for each of the six networks and push quickly to convert plans into physical work. The agency said it will emphasize multi-network, hardware–software and scenario coordination and accelerate detailed, locality- and sector-specific implementation. Policy research director Jiang Yi said that during the 15th Five-Year Plan period the new-type power grid is expected to receive over 5 tln yuan of investment to upgrade grid architecture, transmission and storage technologies and power-supply services to better meet demand, accommodate renewable integration and strengthen disaster response and rapid recovery. Underground utility networks are slated for about 5 tln yuan of investment to shore up gaps in gas, water supply/drainage and heating, boosting urban infrastructure resilience and living standards.