SK海力士(SKHY.O)：2027年和2028年的长期供货协议（LTA）已锁定超过总产能50%的供货量。

股市资金流向图：今日沪深两市主力资金净流出471.14亿元，占比3.22%；大单资金净流出285.86亿元，占比1.96%；小单资金净流入370.83亿元，占比2.54%。

Pop Mart (09992.HK) said on its Q3 earnings call it will continue to reduce overall inventory levels in Q4 while ensuring new-product supply. Management will prioritize the effectiveness of first-leg allocations, noting some countries and regions have significant internal reallocation capacity; network-level allocation can top up local stockouts and support sales. The company has begun dynamic inventory management—adjusting allocations after initial shipments rather than waiting for high terminal sell-through—intended to reduce unnecessary product recalls and frequent inter-store transfers.