美光科技(MU.O)：與環球晶圓的供應協議將確保獲得大量原始硅晶圓產能。

The State Council issued the 15th Five-Year Carbon Peak Action Plan, directing measures to boost the power system’s ability to absorb and manage renewable generation. It calls for faster build-out of interprovincial and interregional transmission, accelerating UHV outbound corridors to add more than 80 GW of west‑to‑east transfer capacity and advancing province-to-province power mutual‑aid projects. The plan supports local consumption of renewables via green‑power direct links, nearby incremental distribution access and green direct‑supply models, and promotes generation‑grid‑load‑storage integration. It orders enlargement of system flexibility resources — accelerate pumped storage construction, scale up new‑type storage with emphasis on long‑duration storage — and mobilize demand‑side flexibility through virtual power plants and participation of adjustable loads and distributed distributed resources in system regulation.

韓國央行行長申鉉鬆：將與其他中央銀行保持持續溝通，以討論市場情況。