B[Japan’s nominal wages hit the largest increase since 1997, expected to support the Bank of Japan’s interest rate hike next week] September 8th, driven by strong corporate profits and a tight labor market, Japan’s nominal wages hit the largest increase in nearly 30 years, which is expected to support the Bank of Japan’s interest rate hike next week. The Japanese government announced on Tuesday that nominal wages increased by 4.7% year-on-year in July, higher than the revised 4% in June. Not only was it the largest increase since 1997, it also far exceeded economists' expectations of 3.8%. Wage growth has exceeded 3% for six consecutive months, the longest streak in 34 years. After adjusting for inflation excluding rent, real wages increased by 2.4%, the largest increase in about five years. Basic wages increased by 4.1%; for full-time employees, a wage measure that excludes bonuses, overtime pay and sampling bias increased by 2.7%. Stronger-than-expected wage data will support further tightening of monetary policy by the Bank of Japan. The market has basically digested expectations that the central bank will raise interest rates at next week's meeting, and some investors also expect that the central bank may raise interest rates again in a relatively short period of time. B[Overview of A-share restricted stocks lifted: 20.088 billion yuan market value restricted stocks lifted today] Wind data showed that on Tuesday (September 8), a total of 8 companies' restricted stocks were lifted, with a total unlocked volume of 902 million shares. Calculated based on the latest closing price, the total lifted market value was 20.088 billion yuan. From the perspective of the number of banned shares released, Zhongjuxin-U, Feida Environmental Protection, and Zhongchen Technology ranked first in the number of released shares, with the number of shares released being 888 million shares, 6.4695 million shares, and 3.3852 million shares respectively. From the perspective of market value after the ban was lifted, Zhongjuxin-U, Zhongchen Technology, and Leisai Intelligent had the highest market value after the ban, with the market values after the ban being 19.784 billion yuan, 125 million yuan, and 70.1944 million yuan respectively. Judging from the ratio of the number of unlocked shares to the total share capital, Zhongjuxin-U, Zhongchen Technology, and Feida Environmental Protection ranked first in the proportion of unlocked shares, with the unlock ratios being 60.11%, 2.28%, and 0.73% respectively. B[Many leading manufacturers have intensively raised product prices, and the wave of battery price increases has accelerated.] On September 8, the price increase in the lithium battery industry has affected the battery sector. Recently, many leading manufacturers have intensively raised product prices, and small and medium-sized battery companies have followed up with price increases. A new round of battery price increases is accelerating in the industry. The reporter learned from the interview that this round of battery cell price increases is superficially caused by the cost increase caused by the adjustment of battery consumption tax, but the deeper driving force comes from changes in the industry's supply and demand pattern. However, despite the strong willingness of battery manufacturers to increase prices, the actual implementation situation shows a trend of differentiation. Industry insiders said that this price adjustment is more like a stress test and may trigger a new round of industry reshuffle. It will also force companies to reduce costs and increase efficiency to the extreme, and promote the focus of competition to shift toward integration, high-end, and globalization. (Securities Times) B[Securities industry operating data for the first half of the year released, traditional business and transformed business are recovering simultaneously] September 8th, recently, the Securities Association of China released operating data for securities companies in the first half of 2026. Driven by the dual drive of continued active market trading and the release of dividends from capital market reform, the overall profitability of the industry has significantly improved compared with the same period in previous years. Traditional brokerage and credit businesses have significantly repaired, investment consulting, asset management and other transformation businesses have accelerated their growth. The drivers of growth of securities firms are becoming more diversified. At the same time, the industry's "strong ones always get stronger" pattern continues to deepen, the profit concentration of leading securities firms further increases, and it becomes more difficult for small and medium-sized securities firms to break through. Analysts believe that the securities industry is still in an upward cycle, but the investment logic has shifted from general sector gains to selected stocks, and the allocation value of leading institutions with strong capital strength and balanced business structures continues to be highlighted. (China Securities Journal) B[Public offering surveyed more than 1,400 times in the first week of September, increasing attention to the technology track] September 8th, entering September, despite increased market volatility and accelerated industry rotation, public funds are still paying attention to investment opportunities in the technology track. Data from the Public Funding Ranking Network show that in the first week of September (August 31 to September 6, 2026), the total number of public fund surveys reached 1,428. Looking at different industries, public-funded institutions have the highest enthusiasm for research on the electronics industry. The total number of surveys last week reached 303. Both the number of companies surveyed and the number of surveys were clearly ahead of other industries. In addition, industries such as medicine and biology, automobiles and electric power equipment have also attracted more attention, and have been investigated 183 times, 125 times and 123 times respectively. B[National Transportation Safety Board: The black box of the Boeing cargo plane that overran the runway has been found] On September 8, the U.S. National Transportation Safety Board held a press conference on September 7, local time, to report on the latest incident of an Amazon Boeing 767-300 cargo plane at Miami International Airport. It is reported that the flight took off from San Juan, Puerto Rico, with two crew members on board. The plane overran the runway during landing, hit navigation aids and equipment, and then hit a van carrying seven people. The vehicle belonged to a contractor that provides cleaning services to airlines. The aircraft then broke through the perimeter fence and hit a moving vehicle. The plane then plunged into the grass and hit another fence. In total, the aircraft taxied about 1,300 feet. At present, investigators have begun to collect relevant information, and the aftermath and recovery work are still ongoing. They have successfully recovered the flight data recorder (black box) and cockpit voice recorder. The devices will be sent to the National Transportation Safety Board headquarters that evening for data reading and analysis. (CCTV News) A[Overnight global news you need to know on Tuesday: Four major European telecommunications giants conspired to form a group to challenge Musk Starlink; LME copper futures hit a record high, and spot gold and silver fell]
1. Due to the Labor Day holiday in the United States, the U.S. stock market will be closed for one day. Dow Jones Index futures ended up down 0.62%, S&P 500 stock index futures fell 0.17%, and Nasdaq 100 stock index futures rose 0.13%.
2. Europe's four major mobile communication operators are currently in preliminary consultations and plan to form an alliance to bid for satellite spectrum and provide direct satellite-connected mobile phone services. The potential partnership would compete with Elon Musk’s Starlink in Europe.
3. U.S. President Trump has intensively published a series of posts containing AI-generated images on the media platform Truth Social, including claiming that he has earned hundreds of billions of dollars for the United States through stock and other asset positions.
4. U.S. President Donald Trump has threatened to ban the sale of aircraft produced by Bombardier.
5. The U.S. Central Command stated on September 7, local time, that as of that day, the U.S. military had asked 94 merchant ships to change course during its maritime blockade operation against Iran.
6. Iran announced a new missile. Iran claims that the ballistic missile named "Qasim Bashir" has a longer range and higher accuracy, and it symbolizes Iran's "shift from passive deterrence to active deterrence."
7. Finland announced on the 7th that it has completed the construction of the border fence system between Finland and Russia, and may further expand the scope of fence construction in the future.
8. The Houthi armed forces said that Saudi warplanes carried out air strikes in the Hazm area of Jawf Province in Yemen.
9. Türkiye plans to increase defense spending by 229% in the next three years.
10. The EU announced an investment of approximately 200 million euros to deepen cooperation with Greenland.
11. Spot gold fell 0.58% to US$4,404.30 per ounce; spot silver fell 0.06% to US$66.1710 per ounce.
12. Most international precious metal futures closed higher, with LME copper futures hitting a record high and finally closing up $94 at $14,510/ton; LME aluminum futures closed up $18 at $3,312/ton; LME zinc futures closed up $38 at $3,984/ton.
13. The major European stock indexes closed with mixed gains, with the UK's FTSE 100 index falling by 0.12%, France's CAC40 index rising by 0.35%, Germany's DAX30 index falling by 0.25%, and the FTSE Italy MIB index rising by 0.21%.
14. The U.S. dollar index fell on the 7th. The U.S. dollar index, which measures the U.S. dollar against six major currencies, fell 0.27% on the day and closed at 98.914 in late foreign exchange trading.
15. The Russian Ministry of Finance stated that as of September 1, the size of Russia’s National Wealth Fund was US$154.1 billion, accounting for 5.6% of the expected GDP in 2026.
16. Euronext’s stock derivatives trading volume decreased by 13.7% month-on-month and 5.6% year-on-year in August.
17. Australian Communications Minister Anika Wells said that Australia may pass a new law requiring Internet companies to allow users to turn off algorithm options.
18. Airbus delivered a total of 57 aircraft in August and received 67 new orders. From January to August this year, Airbus delivered a total of 475 aircraft.
19. Universal Music completed a 250 million euro stock buyback plan.
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