Guanghe Technology said at an investor event it expects capital expenditure of about 5–6 bln yuan in each of 2026 and 2027, funded by internal cash and equity/debt financing. The company disclosed an A‑share convertible bond refinancing plan in June 2026 to raise up to 3.6 bln yuan to finance the Yunqing Intelligent Manufacturing Base project (Phase II) and other designated uses.

Refinitiv: Saudi oil buyers and traders warn a main pipeline to the Red Sea could exhaust export inventories within days if not restarted, potentially removing up to 4% of global oil supply. A further drop in Saudi flows would tighten global supply, has already pushed fuel prices to record highs, contributed to global inflation and helped lift US Treasury yields to levels not seen since 2008. Repair estimates vary: one source said fixes could take five to six weeks, another said repairs could be faster and allow partial flows during maintenance. Three industry sources say Yanbu inventories now cover only five to seven days of exports; a fourth said Saudi can supply customers for several days from Ain Sokhna and Sidi Kerir. Industry storage estimates: Yanbu ~35 mln barrels; Ain Sokhna ~18 mln; Sidi Kerir ~20 mln.

A股存储芯片板块盘初走弱，联瑞新材跌超7%，太极实业跌超6%，香农芯创、聚辰股份跟跌。