【期貨熱點追蹤】九嶺發佈通知稱將對焙燒窯實施停產檢修近20天！爲何碳酸鋰卻在失守前低？空頭底氣何在？點擊瞭解。

Yangtze Memory Technologies (YMTC), China’s largest NAND flash maker, has begun connecting production equipment at its Wuhan third wafer fab (FAB3), and preliminary operations could start before year-end as commissioning enters final stages. State contractor China Electronics Corporation (CEC) subsidiary China Electronics System Engineering Second Construction Co. has started selecting builders for the “gas” segment of the FAB3 secondary piping A‑zone B‑package project; the secondary piping work links plant utilities (gas, water, etc.) to individual production tools, a step toward full tool readiness. The tender requires bidders to have YMTC, CXMT or equivalent 12‑inch fab construction experience. Market takeaway: the new capacity is unlikely to trigger near‑term NAND oversupply, but expanding domestic output and share could heighten competition for incumbent NAND vendors over the medium term.

Saudi broadcaster Alhadath quoted Yemeni armed forces as saying they shelled Houthi military concentrations north and west of Marib, striking missile launch platforms, radar and communications equipment.