July 31 Financial Briefing: Samsung conference call: storage supply shortage, 'next year will be even tighter than this year'

English summary

### July 31 Financial Briefing: Samsung conference call: storage supply shortage, 'next year will be even tighter than this year' Time: 2026-07-31 09:54:21 Content: Macro: 1. The Political Bureau of the CPC Central Committee held a meeting on July 30 and decided to hold the Fifth Plenary Session of the 20th Central Committee of the Communist Party of China in Beijing this October. The main agenda is to report the work of the Political Bureau to the Central Committee and study major issues of continuously promoting full and rigorous Party self-governance. The meeting analyzed and studied the current economic situation and deployed economic work for the second half of the year. The meeting pointed out: ① Timely plan and introduce practical incremental policies, strengthen counter-cyclical adjustment, and increase efforts to expand domestic demand. ② Deepen the comprehensive reform of capital market investment and financing to enhance the resilience and confidence of the capital market. ③ Solidly promote the planning and construction of the 'six networks' and deeply implement the 'AI+' initiative. ④ Accelerate the progress of fiscal expenditure and bond fund usage, and effectively promote the construction of 'two major projects' and the 'two new' work. ⑤ Formulate and implement regulations for building a unified national market, and continue comprehensive rectification of 'involutionary' competition.…