万亿级专项债额度相继下达、工程机械高景气持续据媒体报道，财政部已向省级财政部门下达新一批地方新增专项债额度。此前在5月下旬，全国人大批准2020年新增地方政府专项债务限额为3.75万亿元。截至6月末，各地已组织发行专项债券2.23万亿元，其中今年5月新增专项债发行规模9980亿元，创出历史新高。从资金投向来看，今年专项债投向基建的比例显著上升。长江存储开启新一轮招标、设备国产化趋势将加速据中国国际招标网日前披露，长江存储发布新一轮(第41批)国际招标公告，包括封装级高并行度芯片分选机、高速芯片测试机等产品。另外，由长江存储实施的国家存储器基地项目二期项目近日在武汉东湖高新(600133)区开工，规划产能20万片/月，达产后与一期项目合计月产能将达30万片。
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