A · Important
[Morning News Selection on September 23]
1. Premier Li Qiang of the State Council visited Shanghai on September 22. He emphasized that we should adhere to the direction of intelligence, greenness and integration, promote the deep integration of technological innovation and industrial innovation, vigorously develop a new generation of intelligent manufacturing, accelerate the cultivation and expansion of emerging industries and future industries, and continue to make advanced manufacturing bigger and stronger.
2. Guo Jiakun stated at yesterday’s regular press conference of the Ministry of Foreign Affairs that China is willing to work with the United States to enrich the connotation of China-US constructive strategic and stable relations, strengthen dialogue and cooperation, properly manage differences, continuously enhance the well-being of the two peoples, and promote world peace, stability and prosperity.
3. The Ministry of Commerce and other five departments have adjusted the "Management Catalog of Precursor Chemicals for the Export to Specific Countries (Regions)". From the date of the announcement, those exporting some chemicals to the United States, Mexico, Canada and other countries must apply for a license in accordance with the "Interim Regulations on the Export of Precursor Chemicals to Specific Countries (Regions)".
4. Iranian President Pezhechiyan took a special plane from Tehran to New York, the United States, on September 22 to attend the 81st United Nations General Assembly High-Level Week. He is expected to deliver a speech at the general debate of the UN General Assembly on the morning of September 23, local time.
5. US President Trump said that he will hold talks with Iran in the near future and that the US and Iran may reach an agreement after the mid-term elections. It was also stated that Hosan might have to be destroyed.
6. The General Office of the State Administration for Market Regulation and the General Office of the Ministry of Ecology and Environment recently jointly issued a notice arranging to carry out carbon emission measurement review and investigation work on key emission units in the national carbon emissions trading market. The notice clearly establishes a “one-time review and two-party acceptance” mechanism for carbon emission measurement review results.
7. China's electrification annual development report released by the China Electricity Council on the 22nd shows that China's electrification rate has exceeded 29% at present, and by 2030, China's electrification rate will rank first among the world's major economies.
8. Haiguang Information Computing Power Chip CPU 1000 series was officially released. This product is a lightweight CPU built with C86 architecture for low power consumption, embedded and end-side computing power needs.
9. Yuexin Semiconductor announced that the issuer and the joint lead underwriters negotiated and determined the issuance price to be 12.01 yuan per share based on the preliminary inquiry results. Investors should make online and offline subscriptions at this price on September 24, 2026 (T-day).
10. CICC announced that it plans to absorb and merge Dongxing Securities and Cinda Securities by issuing A shares to all A-share shareholders of Dongxing Securities and Cinda Securities. There were 7,321,900 objectionable shares effectively declared in the stock exchange and absorption merger, and trading of A shares was resumed.
11. Shanshan Co., Ltd. announced that it plans to invest 5.106 billion yuan to build an integrated base project for lithium-ion battery anode materials with an annual output of 150,000 tons.
12. Baiwei Storage announced that it plans to invest 4.5 billion yuan to build the third phase of the wafer-level advanced packaging and testing manufacturing project.
13. Oni Electronics announced that its wholly-owned subsidiary signed a 1.67 billion yuan GPU computing card purchase contract. Xingyun Technology announced that it has signed a 453 million yuan computing power service procurement contract.
14. Sichuan University Zhisheng announced that it was filed by the China Securities Regulatory Commission for suspected violations of information disclosure laws.
15. The three major U.S. stock indexes closed with mixed gains, with the Nasdaq rising 0.45%, the S&P 500 closing flat, and the Dow falling 0.36%. Among them, the Nasdaq hit a new all-time high. The Philadelphia Semiconductor Index rose more than 2%, hitting a new closing high since mid-July.
16. Several Asian refiners have received informal notifications from Saudi Aramco and will soon be able to receive crude oil at the Red Sea port of Yanbu.
17. The United States signed a security agreement with Denmark and its autonomous territory Greenland on the 22nd to "strengthen security in the Arctic and North Atlantic regions."
18. The Iranian Foreign Minister met with the US special envoy in New York. Iran said that the meeting between Iran and the US was to convey the conditions for reopening the strait.
19. Senior Iranian officials said that Iran can reopen the Strait of Hormuz within 7 days if the United States reduces military pressure and lifts its naval blockade on Iran.
20. JPMorgan Chase CEO Jamie Dimon recently stated that the spending boom in the AI field shows no signs of slowing down, and investment in the entire hyperscale data center ecosystem may reach US$1 trillion next year.
21. Apple announced that the new Mac mini and Mac Studio are officially launched. Apple is reportedly developing a new fitness tracker aimed at competing with Whoop.
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