[September 29 morning news selection] 1. Li Qiang presided over the executive meeting of the State Council. The meeting pointed out that a number of pragmatic and effective incremental policies should be launched, fiscal expenditure arrangements should be optimized, local government debt balance limits should be fully utilized, commodity market policy tools should be comprehensively used and adjusted in a timely manner, re-loan quotas should be increased for technological innovation and technological transformation, supporting agriculture and small businesses, etc., and policies and measures to stabilize the real estate market and promote employment and income should be studied and introduced. 2. The "15th Five-Year Plan" for the Development of New Battery Industry jointly formulated by seven departments including the Ministry of Industry and Information Technology. The "Plan" proposes that the goal is to initially achieve large-scale application of all-solid-state batteries by 2030. The "Plan" also proposes to build a gradient cultivation system for high-quality enterprises, cultivate and nurture leading enterprises in the new battery field, and support corporate mergers and reorganizations. 3. When answering questions at a regular press conference on the 28th, Foreign Ministry spokesperson Guo Jiakun stated that China has always advocated that the United Nations should continue to play its role as the main channel and build a fair and reasonable global artificial intelligence governance system. At the same time, we are also willing to maintain communication with the United States through channels such as the Artificial Intelligence Intergovernmental Dialogue. 4. Shanghai has issued local implementation opinions on the reform of the commercial housing sales system, which mainly include policy measures in six aspects, including strengthening pre-sale management, implementing existing home sales, promoting the host bank system, increasing financing support, optimizing land supply management, and improving quality supervision and market order. 5. The Guangdong Provincial Party Committee Comprehensively Deepening Reform Committee held a meeting on the morning of the 28th. The meeting emphasized the need to give full play to the demonstration and leading role of leading enterprises, vigorously develop new mechatronics industries, and accelerate the development of "artificial intelligence + robots" into a high-tech, high-growth, large-scale industrial cluster. 6. The Shanghai Stock Exchange and China Securities Index Co., Ltd. will officially release the Shanghai Stock Exchange Photovoltaic Technology Innovation Leading Index on October 9, 2026, providing the market with more abundant investment targets. 7. Some Chinese securities firms in Hong Kong have begun to clean up their existing business in the mainland. It is understood that on September 28, in order to implement relevant regulatory requirements, Guotai Junan International has made partial adjustments to the services available for existing investor accounts in mainland China starting from the 26th of this month. 8. It was learned from the National Medical Insurance Administration’s centralized purchasing results conference for oral medical consumables that after the first round of centralized purchasing, the price of a single dental implant dropped from about 15,000 yuan to about 7,000 yuan. 9. CITIC Securities announced that Zou Yingguang was elected as chairman of the board and will perform the duties of general manager on his behalf. 10. Changxin Technology announced that it plans to invest 24.1 billion yuan and 10.8 billion yuan respectively in the construction of technology research and development projects and the second phase of the memory wafer back-end test base project. Yuanlin Co., Ltd. announced that it plans to acquire 93.5% of the shares of memory chip and module company Hualan Micro, and the stock will resume trading. 11. Guangzhou Automobile Group announced that it plans to issue shares to purchase 50% of FAW Toyota's equity and the stock will resume trading. 12. Guoxuan High-tech announced that it plans to jointly invest approximately 3.222 billion euros with the Volkswagen Group to build three joint ventures and build a lithium iron phosphate cathode material project with an annual output of 100,000 tons. Three Gorges New Materials announced that it planned to purchase no less than 53.14% of the shares of Zhuhai Saiwei, a lithium battery electrolyte company, and the stock was suspended. 13. Bee Assistant announced that it signed a 5.717 billion yuan computing power service agreement and a 3.96 billion yuan computing power server purchase agreement. 14. Xinlian Integration announced that it expects operating income in the first three quarters to be approximately 7.766 billion yuan, a year-on-year increase of approximately 43.23%, and net profit to be approximately 681 million yuan, turning losses into profits compared with the same period last year. 15. TCL Zhonghuan announced that it plans to repurchase the company's shares for 400 million to 500 million yuan. Changhong Technology announced that it plans to repurchase shares for 100 million to 200 million yuan. Huaqin Technology announced that it plans to repurchase the company's shares for 300 million to 400 million yuan. 16. The three major U.S. stock indexes collectively closed down, with the Nasdaq falling 0.92%, the S&P 500 falling 0.77%, and the Dow Jones Industrial Average falling 0.67%. Optical communications and memory chip sectors were among the top decliners, with ARM falling by more than 8%, Qualcomm falling by more than 7%, and Intel and SK Hynix falling by more than 5%. 17. According to reports, US officials said that Trump is ready to relax sanctions on Iran and unfreeze its frozen assets in exchange for progress on the Iranian nuclear issue. But Trump said the report was untrue. 18. Sources say Iran has agreed to stop uranium enrichment in exchange for the relaxation of U.S. sanctions. Iranian officials stated that the nuclear issue is no longer the core or axis of negotiations, and that the Strait of Hormuz is now the focus of negotiations. 19. U.S. bond yields continued to surge during the session on Monday, with the 10-year U.S. Treasury bond yield rising to above 5.27%, a new high since 2007; and the 30-year Treasury bond yield setting a new high since 2002. 20. Nvidia’s board of directors approved an increase in the stock repurchase plan by US$150 billion, bringing the total to US$235 billion. The repurchase plan is expected to be implemented before fiscal year 2028. 21. Anthropic releases the Sonnet 5.5 model. Anthropic says Sonnet 5.5 runs significantly faster than Sonnet 5 and is a low-cost alternative to Opus 5.5.