B[Beijing: Support ultra-high-definition companies to be listed on the domestic main board, science and technology innovation board, gem, and Beijing Stock Exchange] On October 8, the Beijing Municipal Radio and Television Bureau issued "Several Measures of Beijing to Support the High-Quality Development of the Ultra-HD Audio-visual Industry." It is proposed to increase financial support for the development of the ultra-high-definition audio-visual industry. In order to promote the optimization and upgrading of the entire ultra-high-definition audio-visual industry chain in Beijing, Beijing's ultra-high-definition audio-visual industry development support funds have been established to support enterprises, institutions, scientific research institutes, social groups, private non-enterprises and other institutions that have made great contributions in 4K/8K ultra-high definition production, transmission coverage, receiving terminals, post-production, application scenarios, core technology research and other aspects in the radio and television network audio-visual field. Build a financial support mechanism for the development of the ultra-high-definition audio-visual industry. Support ultra-high-definition audio-visual companies to enjoy relevant policy support in accordance with regulations in terms of credit financing, operating cost subsidies, listing cultivation, etc. Deepen the government-bank-enterprise docking mechanism for science and technology innovation finance, carry out targeted listing guidance for key ultra-high-definition companies, and support ultra-high-definition companies to be listed on the domestic main board, science and technology innovation board, GEM, and Beijing Stock Exchange. Support the establishment of the Beijing Ultra-HD Industry Investment Fund and support the development of ultra-high-definition audio-visual related industries. B[No new IPO acceptance companies last week] According to reports on September 14, there were no new IPO acceptance companies in this period (September 7-September 13). As of September 13, there were 245 new acceptance companies this year. Among them, 63 are on the Shanghai Stock Exchange (11 on the main board and 52 on the Science and Technology Innovation Board), 80 on the Shenzhen Stock Exchange (11 on the main board and 69 on the GEM), and 102 on the Beijing Stock Exchange. As of September 13, there were a total of 408 companies under review in various sectors. Among them, 94 are on the Shanghai Stock Exchange (21 on the main board and 73 on the Science and Technology Innovation Board), 100 on the Shenzhen Stock Exchange (19 on the main board and 81 on the GEM), and 214 on the Beijing Stock Exchange. As of September 13, 59 companies have announced the termination of review (withdrawal of materials + rejection/termination of registration) in 2026, including 14 companies on the Shanghai Stock Exchange (5 on the main board, 9 on the Science and Technology Innovation Board), 9 on the Shenzhen Stock Exchange (3 on the main board, 6 on the GEM), and 36 on the Beijing Stock Exchange. A[Reminder of important events in the capital market next week: China’s August economic data is coming; changes in multiple index constituent stocks have taken effect; the suspense of interest rate hikes by the Federal Reserve and Bank of Japan is to be announced]
1. The National Bureau of Statistics will release August industrial added value, fixed asset investment, social retail and other economic data on September 15 (Tuesday).
2. The People's Bank of China will carry out overnight reverse repurchase operations from September 14 to September 17, using fixed interest rates and quantity bidding, with the daily operation volume not exceeding 600 billion yuan.
3. Wind data shows that a total of 2.798 billion restricted shares will be listed next week. Based on the closing price on September 11, the market value is approximately 47.693 billion yuan, which is less than the increase in volume this week. Looking at individual stocks, six companies will be lifted from the ban next week with a market value exceeding 1 billion yuan, namely Tongling Nonferrous Metals, China Ceramics Electronics, Zhuzhou Smelting Group, Muxi Co., Ltd., Shengke Communications, and Caidee Industrial. Among them, Tongling Nonferrous Metals and China Ceramics Electronics have exceeded 10 billion yuan.
4. Wind data shows that 3 new stocks will be issued next week, including 1 on the Shenzhen Stock Exchange Main Board, 1 on the GEM, and 1 on the Beijing Stock Exchange. Specifically, the one issued on September 14th was Kaida Heavy Industry; the one issued on September 16th was Hongfucheng; the one issued on September 18th was Liqin Resources.
5. The Shanghai Stock Exchange and China Securities Index Co., Ltd. announced that they have decided to adjust the index samples such as the Science and Technology 50, which will take effect after the market closes on September 11, and the new components will be officially launched at the opening of September 14 (Monday). Ruichuang Microna, Huafeng Technology, Yitang Technology, Yingshi Innovation, and Shenghe Jingwei were added to the Science and Technology Innovation 50 Index.
6. An announcement from the Hong Kong Stock Exchange Index Company shows that the Hong Kong Stock Exchange Technology 100 Index will include 10 stocks including WeRide, Pony.ai, and Shenghong Technology, and exclude 14 stocks including Alibaba Health, China Literature Group, and Tongcheng Travel. The changes will be implemented after the market closes on September 11 and will take effect on September 14 (Monday).
7. FTSE Russell previously announced changes to the review of the FTSE China Index Series. The FTSE China A50 Index included China Microelectronics Corporation and Shengyi Technology, and excluded Muyuan Holdings and Wanhua Chemical. FTSE Russell also announced the changes to the FTSE China 50 Index on the same day, including Huahong Grace H shares and Montage Technology H shares, and excluding Kuaishou and SF Holding H shares. The above changes will take effect after the market closes on September 18 (Friday).
8. The 23rd China-ASEAN Expo will be held in Nanning, Guangxi from September 17 (Thursday) to September 21, with the theme of "Sharing 3.0 Opportunities and Creating a Better Life Together."
9. The Federal Reserve will announce the FOMC interest rate decision at 02:00 a.m. on September 17 (Thursday), Beijing time, and Chairman Kevin Warsh will hold a press conference at 02:30. The market expects that the probability of the Federal Reserve raising interest rates next week is about 90%, and will focus on the quarterly economic forecast summary and dot plot.
10. The Bank of Japan will announce an interest rate decision on September 18 (Friday), and Governor Kazuo Ueda will hold a post-meeting press conference.
11. The U.S. stock market will usher in the "Triple Witching Day" on September 18 (Friday): three types of contracts, namely stock index futures, stock index options and individual stock options, will expire at the same time, usually accompanied by increased trading volume and intensified late-trading volatility.
12. South Korea’s major stock exchanges will open trading for almost all local stocks until 8 pm on September 14 (Monday).
13. The U.S. Senate will vote on the new version of the stable currency "CLARITY Act" on September 15.
14. Anthropic is reported to have hinted that it will hold a developer conference in mid-September and plans to announce a product roadmap. B[Foreign-funded institutions surveyed A-shares more than 5,500 times during the year, and companies on the Science and Technology Innovation Board are the most popular] September 10th, as of September 8, more than 610 foreign-funded institutions have conducted a total of 5,581 surveys on A-shares during the year, covering thousands of listed companies. The frequency and coverage of surveys have significantly expanded compared with previous years.
From the perspective of foreign investment research preferences, the focus is on leading companies in semiconductors, electronics, machinery manufacturing, power equipment, medical and other fields. Among the top 20 companies surveyed by foreign investors in Shanghai, 13 are companies on the Science and Technology Innovation Board. The top five are Montage Technology, Obi-Zhongguang, BeiGene, OPT, and China Resources Micro. United Imaging Healthcare, Espressif Technology, etc. are also at the top. In terms of main boards, Huaqin Technology, Dongpeng Beverage, Guangzhou Automobile Group, Changdian Technology, etc. have attracted attention. Foreign participating institutions include well-known investment banks such as Morgan Stanley, Goldman Sachs, J.P. Morgan, UBS, and Nomura; multi-strategy/hedge funds such as Point72, Pinpoint, Millennium, and Balyasny; large asset management institutions such as Fidelity, Schroders, BlackRock, Allianz, and Proxy; and sovereign funds such as Temasek and the Abu Dhabi Investment Authority. (Reporter Wang Yanlin) B["The first stock of AI-aware robots" and the world's leader in commercial AI robots, Youdi Robots surged 142% on the first day of its IPO in Hong Kong today] On September 9, Youdi Robots (3231.HK) opened its IPO on the main board of the Hong Kong Stock Exchange and soared 142% to HK$35 per share, corresponding to a total market value of approximately HK$14.5 billion. The investor lineup is luxurious, including AI technology giants and real industry capital such as Alibaba, SenseTime, iFlytek, Legend Capital, 58, Huazhu, Beijing Tourism, Greentree, and Sunrise. Founded in 2013, the company focuses on the R&D and manufacturing of AI robots, and provides industry-application AI visual model solutions and RaaS robot-as-a-service business. It is the world's leading enterprise for commercial AI robots in all scenarios. The company has sold more than 114,600 AI robots and served more than 5,100 customers around the world. Lu Ying, chairman of the company, said at the listing ceremony: "Since its founding, the company has always adhered to the original intention of "let workers no longer be tired". Looking into the future, we will continue to adhere to our belief in artificial intelligence and robots, contribute to the development of artificial intelligence and robots, and realize our dream as soon as possible - let robots enter thousands of households and let robots shuttle through the streets and alleys of every city!"
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