A · Important
[September 21 morning news selection] 1. Premier Li Qiang chaired an executive meeting of the State Council on September 18. The meeting pointed out that it is necessary to deeply implement the national strategy of actively responding to the aging population; it is necessary to increase the supply of high-quality sports events and promote the integrated development of sports events, cultural tourism, and business; it is necessary to rely on scientific and technological innovation to improve the level of medical rehabilitation and nursing, and to develop more intelligent rehabilitation technologies and equipment. 2. On the morning of September 20, local time, the economic and trade teams of China and the United States began holding Sino-US economic and trade consultations in New York, USA. 3. At the 2026 World Manufacturing Conference, Changxin Technology announced the official mass production of the fifth-generation technology platform. The 24GB LPDDR5X products based on this platform have entered formal mass production and have fully entered domestic mainstream flagship mobile phones. 4. The 2026 World Manufacturing Conference opened in Hefei, Anhui on September 20. Xin Guobin, Vice Minister of the Ministry of Industry and Information Technology, said in his opening speech that he will vigorously develop open source base models and vertical models to consolidate the software and hardware foundation of the new generation of intelligent manufacturing. 5. On September 18, Eastern Time, the United States signed the "Graham Sanctions on Russia and Iran Act of 2026" into law. The law comprehensively strengthens sanctions against Russia, extends sanctions against Iran, and clarifies that third countries that import Russian oil or natural gas can impose so-called "secondary tariffs" of up to 100%. In this regard, the spokesperson of the Chinese Ministry of Commerce stated that China has always opposed unilateral sanctions that lack United Nations authorization and international legal basis. 6. Data released by the Ministry of Finance showed that the national general public budget revenue from January to August was 15,663.3 billion yuan, a year-on-year increase of 5.7%; the securities transaction stamp tax from January to August was 216 billion yuan, a year-on-year increase of 82%. 7. Ten departments including the Ministry of Culture and Tourism issued "Several Measures to Promote RV Consumption." It is proposed that tourism companies are encouraged to integrate RV sales and cultivate and expand the RV consumer market; there is no mandatory scrappage period for small and micro non-operating self-propelled RVs. 8. Recently, some media reported that the EU hopes that China will voluntarily restrict the export of hybrid vehicles to Europe, otherwise it may face higher tariffs. In response, a spokesman for the Ministry of Commerce stated on September 18 that China firmly opposes this. 9. In August 2026, China's total social electricity consumption exceeded one trillion again, reaching 1,033.2 billion kilowatt hours, a year-on-year increase of 1.7%; the electricity load reached a record high of 1.56 billion kilowatts, 49.69 million kilowatts higher than the maximum load of the previous year. 10. "Beijing's Action Plan to Accelerate the Economic Development of Ci Yuan (2026-2028)" was recently released. It is mentioned that we will promote the adaptation and optimization of models and chips, and support technical research on dedicated chips for inference, model lightweighting, and edge deployment. 11. The reporter learned from a number of express delivery companies that starting from 0:00 on September 20, many express delivery companies in the Anhui region will increase the minimum price of a single ticket by 0.15 yuan based on the original execution price of express delivery services. 12. Recently, the Beijing Municipal Administration for Market Regulation launched an investigation into four online hotel travel booking platform companies including Tongcheng based on the work deployment and preliminary verification results of the State Administration for Market Regulation. 13. Recently, the China Securities Regulatory Commission plans to reward "whistleblowers" who provide clues to 17 cases in accordance with the "Securities Law" and other relevant laws and regulations. 14. Since the listing of the new Shengu Group on September 17, the stock price has fluctuated significantly. Some investors have had abnormal trading behaviors that affect the normal order of stock trading during the trading of the stock. The Shanghai Stock Exchange has adopted self-regulatory measures such as suspending account transactions for relevant investors in accordance with regulations. 15. Tianfu Communications announced that it plans to use no more than 8 billion yuan of idle self-owned funds for cash management. 16. Xinhua Media announced that it plans to issue shares to purchase 100% of the shares of Interface, and the stock will resume trading on Monday. 17. Shenghe Resources issued a clarification announcement stating that the controlling shareholder does not intend to transfer the company’s controlling stake to any external party. Huaxi Nonferrous Metals announced that the actual controller will be changed to China Minmetals, and the stock will resume trading on Monday. Oak Shares announced that it planned to issue shares and pay cash to purchase control of Suzhou Qitian. The stock was suspended on Monday. 18. Fuxiang Co., Ltd. announced that its net profit in the first three quarters is expected to be 350 million yuan to 430 million yuan, turning a loss into a profit year-on-year. 19. Fii Industrial announced that it has completed a 1 billion yuan share repurchase plan, with the repurchase price ranging from 59.91 yuan/share to 66.40 yuan/share. BGI Jiutian announced that the fourth largest shareholder, Big Fund, plans to reduce its holdings by no more than 1% of its shares. 20. Geke Micro announced that it plans to raise no more than 4.2 billion yuan in additional capital for 12-inch CIS integrated circuit specialty process expansion projects. Ruijie Networks announced that it plans to raise no more than 2.6 billion yuan for research and development and industrialization projects of high-speed Internet systems for large-scale intelligent computing clusters. Aihua Group announced that it plans to raise no more than 1.88 billion yuan in additional capital for projects such as the expansion of high-end capacitor production capacity. 21. Last Friday, the three major U.S. stock indexes closed with mixed gains. The Nasdaq rose 0.39%, the S&P 500 rose 0.17%, and the Dow fell 0.18%. The Philadelphia Semiconductor Index rose rapidly in late trading, closing up 2.78%. Storage concept stocks generally rose. SanDisk rose by about 11%, Coherent rose by more than 7%, Seagate Technology rose by more than 6%, Western Digital rose by more than 4%, and Micron Technology rose by more than 3%. 22. U.S. President Trump posted on social media on the 19th that he would form an “artificial intelligence army.” Trump also criticized radical Democrats in the post for “attempting to destroy artificial intelligence,” saying, “We will never hinder or stifle the development of this impressive industry in any way. 23. According to people familiar with the matter, Anthropic’s annual revenue is expected to exceed US$100 billion this year, a significant increase from US$65 billion in July. People familiar with the matter said Anthropic could release IPO-related financial documents as soon as the next few weeks and is expected to start stock trading as early as November. 24. On the evening of September 19, local time, Mohsin Rezai, Secretary of Iran’s Supreme National Security Council, said that Iran has listed seven conditions for the US government to start any negotiations. Rezai said that the conditions proposed by Iran for negotiations are that the United States ends all wars against Iran, unfreezes frozen Iranian assets, and ends the naval blockade. 25. U.S. President Trump posted on social media platforms on the afternoon of September 18, Eastern Time, that the United States had reached an agreement with Denmark and Greenland and that the United States had gained permanent security control over Greenland.
🕐 2026-09-21 08:22

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