A · Important
[Reminder of important events in the capital market next week: Mid-Autumn Festival and National Day holidays are coming; stock markets in Asia and Pacific are intensively closed; China and the United States hold economic and trade consultations]
1. The three major exchanges in Shanghai and Shenzhen will be closed for the Mid-Autumn Festival and National Day in 2026: the market will be closed from September 25 (Friday) to September 27 (Sunday), and will open as usual from September 28 (Monday). The market will be closed from October 1 (Thursday) to October 7 (Wednesday), and will open as usual from October 8 (Thursday). In addition, the market will be closed on September 20 (Sunday) and October 10 (Saturday).
2. The spokesperson of the Ministry of Commerce stated that as agreed by China and the United States, He Lifeng, member of the Political Bureau of the CPC Central Committee and Vice Premier of the State Council, will lead a delegation to the United States from September 19 to 23 to hold economic and trade consultations with the United States. Guided by the important consensus reached by the two heads of state, the two sides will conduct consultations on economic and trade issues of mutual concern.
3. The State Council Information Office will hold a press conference on September 21 on safeguarding and managing the "breadbasket of a great country" and ensuring national food security.
4. The Japanese stock market will be closed for three consecutive days on September 21 (Monday) Respect for the Aged Day, September 22 (Tuesday) National Holiday, and September 23 (Wednesday) Autumnal Equinox. The Korean stock market will be closed for the Mid-Autumn Festival holiday on September 24 (Thursday) and September 25 (Friday). It will open normally on September 23 (Wednesday), but derivatives night trading will be suspended in advance.
5. Data shows that next week (September 21 to 24), 272 billion yuan of reverse repos will mature in the central bank’s open market, of which 0 billion yuan, 0 billion yuan, 110 billion yuan, and 162 billion yuan will expire respectively from Monday to Thursday. In addition, 180 billion yuan of three-month treasury cash deposits will expire next Tuesday (September 22).
6. Next week (September 21st to 24th), a total of 43 A-share stocks are facing unbanning, with a total number of unbanned shares of about 894 million. Among them, 6 stocks have a market value of more than 1 billion yuan. There are many popular stocks among the stocks that have been lifted this time, including Xinyuan Micro, Binglun Environment, Xinghui Shares, etc.
7. Next week, Yute Optoelectronics (920157) and Yuexin Semiconductor (301660) will start subscriptions, which are new stocks on the Beijing Stock Exchange and GEM respectively. Judging from the new launch time, Yute Optoelectronics and Yuexin Semiconductor will start subscriptions on September 21 and September 24 respectively.
8. The quarterly adjustment of the Nasdaq 100 Index will officially take effect next Monday (September 21), and SpaceX’s weight in the index will rise to 2.82%.
9. Russian Deputy Foreign Minister Ryabkov said that Russia and the United States plan to hold a new round of talks on eliminating "sensitive issues" in bilateral relations in the next few weeks.
10. The Ministry of Human Resources and Social Security will hold the 8th APEC Human Resources Development Ministers’ Meeting in Nanjing, Jiangsu on September 21.
11. The 2026 Beijing Cultural Forum will be held in Beijing from September 22 to 23.
12. The 48th World Skills Competition will be held in Shanghai from September 22 to 27.
13. Apple’s new Mac Studio will be officially launched in stores on September 22.
14. At the Snapdragon Summit on September 22 this year, Qualcomm will launch two Snapdragon flagship mobile platforms, which will use a new generation of neural rendering technology.
15. Galaxy Power Aerospace will choose an opportunity in the near future to launch the "Ceres-1 sea-launched (Yoba)" commercial launch vehicle. The mission name is: Sea to Yangchengkuo.
16. The 2026 Home Service Robot Industry Ecological Technology Exchange Conference will be held in Hangzhou on September 23.
17. U.S. Democratic Senator Richard Blumenthal sent a letter to OpenAI CEO Sam Altman regarding the Hugging Face incident, requesting him to provide information on OpenAI’s security measures and operating procedures. Altman has until September 24 to respond.
18. Serbian President Vucic previously stated that he may announce his resignation as president on September 25 or 26.
19. Novo Nordisk will hold an investor day event next Monday and update the company's strategy.
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