[September 4 morning news selection] 1. Huang Ling, spokesperson of the Ministry of Commerce, said at a regular press conference held on the 3rd that the United States has repeatedly sanctioned Chinese companies and citizens on the grounds of involvement in Iran, despite China’s repeated representations. China is strongly dissatisfied with this and firmly opposes it. China urges the United States to immediately correct its wrongdoings and lift sanctions on relevant Chinese companies and citizens. China will firmly safeguard the legitimate rights and interests of our companies and citizens. 2. Ten departments including the Ministry of Industry and Information Technology issued the "15th Five-Year Plan for Promoting the Development of Small and Medium-sized Enterprises", which proposed that by 2030, the per capita operating income of small and medium-sized enterprises above designated size will increase by about 15% cumulatively; vigorously develop venture capital, and establish the second phase of the National Small and Medium-sized Enterprise Development Fund to drive social capital to invest in early, small, long-term, and hard technologies. 3. Shenzhen Securities Information Co., Ltd. is scheduled to release the GEM Chip Index on September 4. The GEM Chip Index (code 970096) selects the top 50 GEM stocks with average daily total market capitalization in the past six months as index samples among the GEM stocks whose companies are involved in chip-related fields such as semiconductor materials and equipment, chip design, chip manufacturing, chip packaging and testing. 4. At the "2026 World Power Battery Conference" held yesterday, the Equipment Industry Development Center of the Ministry of Industry and Information Technology released the "Power Battery Industry Development Index (2026)". Qu Guochun, director of the Equipment Industry Development Center, said that in the medium to long term, sodium batteries will replace some low-end lithium batteries, and the popularity of all-solid-state batteries depends on cost control in the industry chain. 5. We learned from a number of pharmaceutical companies that the 2026 national basic medical insurance drug catalog negotiation and bidding and the commercial insurance innovative drug catalog price negotiation will be launched on September 5 at the National People's Congress Conference Center. 6. Many banks have expressed that the "lender's age + loan term" should not exceed the threshold of 75 years. This also means that if this standard is followed, borrowers born before 1991 will no longer be able to apply for a 40-year personal mortgage loan when they apply for a new mortgage. 7. The IPO review status of Yangtze Memory Holdings Co., Ltd.’s initial public offering of shares and listing on the Science and Technology Innovation Board was changed to “inquiry”. 8. TSMC executives said that there are close to 20 wafer factories under construction around the world, and TSMC’s demand for chip manufacturing tools has almost doubled since the end of last year, a rate not seen in 30 years. 9. Xingyun Technology announced that it has signed a computing power leasing agreement worth 922 million yuan. Changdian Technology announced that it plans to raise no more than 6.5 billion yuan in additional capital for high-performance computing high-end advanced packaging platform expansion projects. Jingzhida announced that it recently signed a 1.576 billion yuan semiconductor testing equipment purchase agreement with a customer. 10. Jinlong Shares announced that it has reached preliminary intention to transfer 20% of Dongguan Securities shares. 11. Montage Technology announced that CXL3.2 chip will be imported into Samsung SK Hynix and PCIeSwitch will be taped out within the year. 12. Fosu Technology announced that it plans to invest 7.158 billion yuan to build two green high-end separator projects. 13. 4-Day 3-Board Jindi Co., Ltd. announced that the two liquid cooling projects of its subsidiary have not yet formed mass production capabilities, and no formal orders or agreements have yet been formed. 14. The three major U.S. stock indexes collectively closed higher, with the Dow Jones Industrial Average rising 1.18%, the Nasdaq Composite Index rising 1.4%, and the S&P 500 Index rising 1.06%. Cryptocurrency concept stocks and gold mining stocks strengthened; Tesla rose by more than 5%, and SpaceX rose by more than 6%. 15. Fed Governor Waller said that the CPI and PPI are expected to be "at reasonable levels" next month; the current interest rate setting can bring the United States back to the 2% inflation level; to give inflation a chance to fall back, we can wait for an interest rate meeting before making a decision. 16. Ukrainian President Zelensky said that the United States has confirmed that it will hold talks in Moscow and Kiev respectively, and Ukraine expects that the talks in Kiev will be held in the near future. 17. U.S. mortgage interest rates climbed to 6.71%, the highest level since July 2025. 18. According to data from the American Association of Investment Companies, the size of U.S. money market funds hit a record high of $7.98 trillion. 19. NVIDIA announced that the NVIDIA Rtx Spark Windows PC will be available in October 2026. 20. Volkswagen said that a survey as the basis for its 2030 strategic plan showed that the company will adjust its employee size within the group, involving the reduction of approximately 50,000 positions.