联合爱迪生：维修人员已恢复超过166,800名因极端天气事件而受影响客户的电力供应。

China A-share advanced packaging sector rallied again: Shenghe Jingwei rose over 10%, Hongtian hit the daily limit, and JCET, Tongfu Microelectronics and Fuman Microelectronics also gained.

China International Capital Co (CICC) says after global inventory builds and deep price falls in 2023–25, 2026 could mark a cyclical inflection for agricultural commodities. Price bottoms across categories appear set, creating an easier-to-rise-than-fall dynamic; CICC judges H2 2026 likely lacks a basis for a fresh one-way decline as costs form a floor, supply contraction becomes entrenched, weather may add episodic shocks, and demand opens up. Sector performance ranking: oilseeds and vegetable oils, cotton, natural rubber, sugar > soybeans, corn. Q2 valuations have corrected to reasonable levels; CICC recommends medium-to-long-term buy-the-dip positioning to capture phased recoveries and trend upside.