A · Important
[September 2 morning news selection] 1. On the afternoon of September 1, Premier Li Qiang met with a visiting delegation led by John McCain, Chairman of the Board of Directors of the U.S.-China Business Council, at the Great Hall of the People in Beijing. Li Qiang said that China is willing to work with the United States to follow the strategic guidance of the two heads of state, strengthen dialogue and communication, expand mutually beneficial cooperation, properly manage differences, promote the construction of a constructive strategic and stable relationship between China and the United States, and strive for more pragmatic results. 2. The Ministry of Finance and the State Administration of Taxation issued an announcement clarifying that starting from September 1, foreign individuals shall pay individual tax at a rate of 20% on dividend income received from foreign-invested enterprises. 3. The 2025 annual report released by the National Council for Social Security Fund shows that in 2025, the investment income of the National Social Security Fund was 390.672 billion yuan, with an investment return rate of 13.22%. The average annual investment return rate since the fund's establishment is 7.62%, and the cumulative investment income is 2.291679 billion yuan. 4. The Ministry of Commerce, the Ministry of Industry and Information Technology, and the State Administration for Market Regulation recently issued the "Guidelines for Overseas Competition and Compliance Construction in the Automotive Industry," emphasizing legal compliance, fair competition, and mutual benefit, which will help guide automobile industry companies to actively fulfill their social responsibilities overseas and better integrate into the economic and social development of the host country. 5. The exchange formulates L2 market usage specifications to strictly prevent the abuse and improper dissemination of market data, and eliminate the use of data advantages to "detour and jump ahead" to further maintain market fairness. 6. Samsung Electronics plans to increase the performance of the next-generation high-bandwidth memory (HBM) HBM5 to 2 times that of HBM4E, while the performance target of the subsequent generation product zHBM is 8 times that of HBM4E. Samsung will focus on 3D structure innovation to compete for dominance in the next-generation memory market. 7. Affected by rising energy prices, rising inflation expectations, and changes in major central bank monetary policy expectations, the world's major government bond yields have generally risen. The U.S. 30-year Treasury bond yield once rose to 5.28%. 8. BYD’s passenger car sales in August were 433,000 units, compared with 372,000 units in the same period last year, a year-on-year increase of approximately 16.66%. 9. Huachang Chemical announced that the controlling shareholder will be changed to Suzhou Xuanli and the stock will resume trading. 10. Sengke Communications announced that it plans to raise an additional capital of no more than 4.805 billion yuan to invest in the construction of next-generation high-performance switching chips and other projects. Sunshine Shares announced that its holding subsidiary signed a comprehensive service contract for server leasing worth 633 million yuan. 11. Huahong Grace announced that it plans to increase capital in the third phase of Wuxi Huahong Grace to build a 12-inch specialty process wafer foundry production line with a monthly production capacity of approximately 55,000 pieces/month. 12. The three major U.S. stock indexes collectively closed down, with the Dow Jones Industrial Average falling 0.79%, the Nasdaq Composite Index falling 1.03%, and the S&P 500 Index falling 0.71%. Cryptocurrency concept stocks and the optical communications sector generally fell; the pharmaceutical sector led the gains, with Moderna rising nearly 10%. 13. The US Central Command stated on September 1, local time, that Central Command troops successfully completed a wave of strikes against Iranian military targets on September 1. 14. The U.S. House of Representatives passed a temporary federal funding bill to avoid a government "shutdown" on October 1, and sent the bill to U.S. President Trump for signature. 15. Iran’s Islamic Revolutionary Guard Corps issued a statement stating that it launched a heavy ballistic missile at the U.S. Marine Corps camp on the coast of Jordan’s Gulf of Aqaba, “destroying several important facilities and enemy attack helicopters, causing a large number of U.S. military casualties.” 16. International oil prices rose sharply. WTI crude oil futures closed at US$90.22 per barrel, an increase of 5.20%; Brent crude oil futures closed at US$94.65 per barrel, an increase of 4.6%. 17. Musk is said to have made personnel changes to the team building the company's data center at SpaceX in recent weeks, replacing several leaders with executives from SpaceX's rocket and satellite Internet businesses.
Global market intelligence 🕐 2026-09-02 08:01

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