B[Shanghai launches an action to accelerate the development of a new generation of intelligent manufacturing and implements four major projects and 19 key tasks] "Shanghai Science and Technology Innovation Board Daily" reported on the 12th that at the opening ceremony of the 26th Industry Expo, the "Shanghai Action to Accelerate the Development of a New Generation of Intelligent Manufacturing" was officially launched. Zhang Ying, deputy secretary-general of the Shanghai Municipal Government, launched the action. Shanghai will implement four major projects and carry out 19 key tasks to promote the deep integration of artificial intelligence and manufacturing and accelerate the construction of a new generation of intelligent manufacturing systems.
The first is to implement a new generation of intelligent manufacturing supply leading project. Benchmark the international cutting-edge level, focus on upgrading the entire chain of technology, equipment and services, and strengthen the supply of new generation intelligent manufacturing.
The second is to implement the “AI + Manufacturing” foundation-building innovation project. Seize the strategic opportunity of the deep integration of artificial intelligence and manufacturing, and accelerate the construction of a new generation of intelligent manufacturing system that is data-driven, model-supported, scenario-driven, safe and controllable.
The third is to implement the smart factory gradient cultivation project. Using smart factory construction as a carrier, we will promote the implementation of the new generation of smart manufacturing in all aspects of R&D and design, production operations, operations management, product services, and supply chain management.
The fourth is to implement a new generation of intelligent manufacturing ecological construction project. Focusing on key elements such as platforms, pilot tests, clusters, standards, and talents, we will build a development ecosystem that is supportive, collaborative, efficient, open and innovative.
The action is clear. By 2028, we will achieve full coverage of smart factories in key manufacturing enterprises in the city, promote the application of artificial intelligence in smart factories, cultivate 500 advanced smart factories, exceed 2,000 application scenarios of artificial intelligence in the manufacturing industry, develop 10 advanced and applicable vertical large-scale models, launch 300 high-level intelligent agents, and build new infrastructure that meets the needs of the new generation of smart manufacturing.
At the same time, Shanghai will promote the density of industrial robots to reach 600 units per 10,000 people, promote the introduction of 8,000 humanoid robots into factories, promote the scale of the new intelligent manufacturing equipment industry empowered by artificial intelligence to exceed 200 billion yuan, and the scale of the intelligent manufacturing system integration industry to reach 100 billion yuan. (Kechuangban Daily reporter Huang Xinyi) A[Morning News Selection on October 12]
1. The Central Committee of the Communist Party of China and the State Council recently issued the "Opinions on Developing New Productivity". The opinion proposes to fully implement the "artificial intelligence +" action. Accelerate the application of new generation intelligent terminal scenarios such as intelligent connected new energy vehicles, artificial intelligence mobile phones and computers, and humanoid robots; strengthen the efficient supply of computing power, algorithms, data, etc.; vigorously promote the application of artificial intelligence in various industries; ensure that artificial intelligence is safe, reliable, and controllable.
2. The China Securities Regulatory Commission held an expert symposium on capital markets and financial situations on the 10th to listen to opinions and suggestions. Experts at the meeting suggested: continue to strengthen the construction of market stabilization mechanisms, further expand medium and long-term funding sources, channels and market entry methods, develop and expand patient capital, etc.
3. Zheng Shanjie, director of the National Development and Reform Commission, chaired a symposium on private enterprises on the 10th. Zheng Shanjie said that the National Development and Reform Commission will increase counter-cyclical adjustments, promote the early start of construction of clear major projects such as the "15th Five-Year Plan" and the "Six Networks" construction implementation plan, and stimulate the release of domestic demand potential.
4. Four departments including the Ministry of Industry and Information Technology jointly issued the "Notice on Further Strengthening the Management of Innovative Design and R&D Testing and Verification of Automotive Products (Draft for Comments)". It is mentioned that automobile manufacturers are not allowed to make false, exaggerated or misleading publicity, and are not allowed to induce drivers to ignore their safe driving responsibilities; they are not allowed to equip fully hidden door handles, and are not allowed to use folding displays, flexible displays, etc.
5. The Ministry of Finance released the "Report on the Implementation of China's Fiscal Policy in the First Half of 2026" on the 9th. It is proposed that a more proactive fiscal policy will be effectively implemented to support the all-round expansion of domestic demand.
6. The Ministry of Finance recently arranged to use local government debt balance limit of 550 billion yuan to improve counties and districts’ general public budget security capabilities and support local governments to expand effective investment.
7. The China Securities Regulatory Commission revised and issued the "Measures for the Operation and Management of Publicly Offered Securities Investment Funds (Draft for Comments)" after a lapse of 12 years. It plans to lower the threshold for the establishment of equity funds, hybrid funds, and FOF from 200 million yuan to 50 million yuan, and plans to lift the mandatory liquidation line of "200 million yuan in three years" for sponsored funds and equalize the exit conditions with ordinary funds.
8. According to dealers, wholesalers and terminal retailers in Henan, Shandong, Guangdong, Anhui and other places, overall channel inventory is still being reduced. The inventory of some interviewed wine merchants has dropped by about 10%-20% year-on-year. The turnover of large single products of famous wines is relatively fast, and some terminal inventories have been controlled within 1-2 months.
9. This week (October 12 to 16), many companies have lifted their bans. Shaanxi Energy and Jinke Co., Ltd. have the largest number of shares lifted, accounting for more than 80% of the total number of shares lifted this week. In addition, the market value of five stocks of Shougang Holdings-U, Dapuwei-UW, Jinke, Jerry Technology, and Changjiang Nengke has exceeded 1 billion yuan.
10. Yuexin Semiconductor announced that it will be listed on the GEM on October 13.
11. Luxshare Precision announced that the company and Luxshare Technology are involved in the Section 337 investigation and are still in the early stages of filing the case. Fii Industrial announced that the U.S. International Trade Commission has launched a Section 337 investigation into the company and its holding subsidiaries, involving a "vertical power supply system" patent.
12. Guanghe Technology announced that its net profit in the first three quarters is expected to increase by 100%-107% year-on-year; Jingwang Electronics announced that its net profit in the first three quarters is expected to increase by 205%-265% year-on-year; Hongfuhan announced that its net profit in the first three quarters is expected to increase by 108%-145% year-on-year; China Jushi announced that its net profit in the first three quarters is expected to increase by 100%-110% year-on-year.
13. Tianfu Communications announced in response to rumors of restrictions on overseas import and export policies: Currently, relevant policies do not restrict optical device products and do not affect the company's business.
14. The Shanghai Stock Exchange issued a supervisory letter to Dongbai Group. Dongbai Group announced on the same day that its wholly-owned subsidiary Dongbai Chuangzhi plans to acquire 52.67% of the equity of Kuailing Optoelectronics, a light detection chip company, for 316 million yuan.
15. Beibu Gulf Port announced that it plans to acquire 100% equity of Henggang Terminal, and the stock will resume trading today.
16. Xiontao Co., Ltd. announced that its solid-state battery business has not yet entered the mass production stage.
17. Harbin Pharmaceutical Co., Ltd. announced that the company’s director and president were placed on file and a lien was implemented.
18. Bohai Leasing announced that a subsidiary of its holding subsidiary Avolon plans to purchase 140 B737 MAX series aircraft from Boeing, with a total value of no more than US$26.953 billion.
19. The three major U.S. stock indexes collectively closed higher last Friday, with the Dow Jones Industrial Average rising 0.83%, the Nasdaq Composite Index rising 0.64%, and the S&P 500 Index rising 0.59%. Most popular technology stocks rose. Amazon rose by more than 3%, Microsoft and Tesla rose by more than 2%, Apple fell by more than 1%, and AMD and Intel fell by more than 2%. Popular Chinese concept stocks generally rose, with Century Internet rising nearly 7%, Li Auto, Alibaba, and Miniso rising more than 5%.
20. The airport in Riyadh, the capital of Saudi Arabia, was attacked consecutively on Saturday and Sunday, killing 12 people and injuring more than 300 people. The Houthis claimed responsibility and said the attack was a response to "Saudi aggression." Trump said the United States might consider joining a Saudi-led military campaign and changed his tune to say he would not rule out attacking Iran before the midterm elections.
21. The United States and Russia have reached an arrangement to allow Russia to export diesel. Trump said that relevant diesel will enter the global market starting this month, with a total volume of approximately 13.5 million barrels.
22. Trump said on Sunday that Russia and Ukraine agreed to implement an "energy ceasefire" immediately. Zelensky responded that Ukraine supported the arrangement, while stressing that Russia must also abide by it.
23. A University of Michigan survey showed that the U.S. consumer confidence index fell to a five-month low in October, with inflation expectations rising slightly. The United States will release CPI data for September on Wednesday. Rising gasoline prices are expected to accelerate overall inflation, but core price pressures have eased, which is expected to support the Federal Reserve's view that it will not raise interest rates this month.
24. Nvidia is in preliminary negotiations with Reflection AI, a US open weight model developer, to discuss acquiring the startup or further increasing investment. Amazon is in talks to acquire artificial intelligence startup Decart AI, a deal that could be worth about $7 billion.
25. Micron Technology’s board of directors approved expanding the size of the stock repurchase plan to US$35 billion, which will take effect in December.
26. Anthropic disclosed new misconduct by its AI model, some involving US government websites. Microsoft's CEO has called for an "emergency brake" mechanism for advanced artificial intelligence to prevent agent models from spiraling out of control.
27. The yield premium between France and Italian government bonds reached a new high since the creation of the euro last Friday. Well-known economist Krugman warned that France's deteriorating public finances may trigger a European debt crisis. Bundesbank officials also believe that the risk of the European debt crisis has risen sharply. A[Central Committee of the Communist Party of China and the State Council: Comprehensively implement the "artificial intelligence +" action to strengthen the efficient supply of computing power, algorithms, data, etc.] On October 9, the Central Committee of the Communist Party of China and the State Council issued the "Opinions on the Development of New Productivity". The opinion proposes to fully implement the "artificial intelligence +" action. Promote the transformation of traditional industries by artificial intelligence, and accelerate the application of new generation intelligent terminal scenarios such as intelligent connected new energy vehicles, artificial intelligence mobile phones and computers, and humanoid robots. Accelerate the innovation of digital intelligence technologies such as artificial intelligence, break through basic theories and core technologies, and strengthen the efficient supply of computing power, algorithms, data, etc. According to local conditions and industry-specific policies, we will lay out national artificial intelligence industry application pilot bases and high-value application scenarios, and vigorously promote the application of artificial intelligence in various industries. Build a technical monitoring, risk warning, and emergency response system to ensure the safety, reliability, and controllability of artificial intelligence. B[More than 70 training venues have been put into use. China's entire embodied intelligence industry chain is accelerating.] October 9th: Since the beginning of this year, China has continued to lay a solid foundation for the development of the embodied intelligence industry, accelerated the construction of training ground infrastructure, improved industry standards and regulations, and promoted embodied intelligence to accelerate from the laboratory to industrialization. At present, more than 70 self-made smart training venues have been built and put into use across the country, and more than 40 are under construction or planning, forming three core clusters in the Yangtze River Delta, Beijing-Tianjin-Hebei, and Pearl River Delta. While a large amount of practical training data is being collected at an accelerated pace, it has also been put into real machine training applications. In Shenzhen, wheel-arm humanoid robots trained based on actual training data can complete complex operations such as switching electrical cabinets and opening and closing industrial valves. B[Organization: China’s humanoid robot shipments exceeded 19,000 units in the first half of the year, accounting for about 77.9% of the global share] On September 30, the latest report released by the international data company IDC showed that the global humanoid robot market continued to grow explosively. In the first half of 2026, global humanoid robot shipments were close to 25,000 units, a year-on-year increase of 432.1%. The industry is accelerating from technology verification to the commercial application stage. Among them, China's humanoid robot market has maintained rapid growth, with shipments exceeding 19,000 units, accounting for approximately 77.9% of the global market. Among them, AGIBOT shipped more than 8,600 units. IDC predicts that global humanoid robot shipments will exceed 750,000 units in 2030, and the market will enter a period of accelerated large-scale application. B[The concept of humanoid robots rebounded in shock, and Rujing Technology rose by more than 10%] On September 30, the concept of humanoid robots rebounded in shock, and Rujing Technology rose by more than 10%. Ningbo Dongli, Siling Zhiqu, Xinhongye, Riying Electronics, Fulai New Materials, etc. quickly followed suit. In terms of news, Sharpa recently officially released three fully self-developed new products at the International Conference on Intelligent Robots and Systems (IROS) in Pittsburgh, USA: the first all-in-one tactile sensing dexterous operating robot D01, a new generation of fully tactile ultra-compact, lightweight dexterous hand W02, and a high-fidelity exoskeleton tactile data glove AE01. B[Organization: Global humanoid robot shipments in the first half of 2026 are close to 25,000 units, a year-on-year increase of 432.1%] On September 29, the latest global humanoid robot tracking report released by International Data Corporation (IDC) showed that in the first half of 2026, global humanoid robot shipments were close to 25,000 units, a year-on-year increase of 432.1%. Industrial development has further moved from technology verification to commercial application exploration stage. Application scenarios continue to expand, accelerating the extension to industrial manufacturing, retail, transportation and logistics, leisure travel and home consumption; at the same time, industry competition is gradually shifting from ontology performance to embodied intelligent comprehensive capabilities. IDC predicts that global humanoid robot shipments will exceed 750,000 units in 2030, and the market will enter a stage of accelerated development of large-scale applications. B[September survey favors small-cap stocks, institutions actively explore market opportunities] September 29th, Wind data showed that as of September 28, more than 2,700 listed companies have received institutional surveys since September, a significant increase from August. Judging from the market value and industry conditions of the companies under investigation, institutions have significantly increased their attention to small-cap stocks with a market value of less than 10 billion yuan, and are more favorable to companies in the mechanical equipment, electronics, basic chemical industry and other sectors. Regarding future investment opportunities in related sectors, industry insiders believe that as the mass production of Tesla humanoid robots accelerates, embodied intelligence models are expected to achieve breakthroughs and bring investment opportunities; in the electronics sector, it is recommended to pay attention to industrial chain links such as AI computing power, memory chips, optical modules and optical chips; the basic chemical industry sector has entered the "batting zone", and upward demand will become an important marginal variable. (China Securities Journal) B[Anhui: Make up for the shortcomings of core robot parts and focus on the development of high-value links such as high-precision sensors and reducers] On September 28, the General Office of the Anhui Provincial People's Government issued implementation opinions on promoting high-quality development of the robot industry, which proposed to highlight the key points of industrial development. Guided by market demand, we will increase the layout of complete machines, core components, intelligent models, and aftermarket. Consolidate and improve the advantages of industrial robots, focus on the deployment of humanoid robots, focus on areas such as emotional interaction, business services, elderly care and rehabilitation, and accelerate product maturation and large-scale application. Make up for the shortcomings of core components and focus on the development of high-value links such as high-precision sensors, reducers, motors, batteries, dexterous hands, and joint modules. Improve the intelligence level of robots, vigorously develop universal technology bases, and promote technological breakthroughs such as embodied models, control algorithms, and human-computer interaction. Support enterprises to develop aftermarkets such as robot maintenance and repair, financial services, leasing and sharing, recycling and dismantling. B[Anhui: Plans to enter the first echelon of humanoid robot production in the country by 2030] According to Anhui Daily, on September 28, the Anhui Provincial Government Information Office held a press conference and invited relevant responsible persons from the Provincial Department of Industry and Information Technology, the Provincial Department of Finance, the Provincial Development and Reform Commission, and the Provincial Department of Science and Technology to interpret the "Implementation Opinions on Promoting the High-Quality Development of the Robot Industry" recently issued by the Provincial Government General Office. The reporter learned from the press conference that Anhui will seize the strategic opportunities of the "15th Five-Year Plan" to build robots and embodied intelligence into emerging pillar industries. It plans to rank among the top in industrial robot production in the country by 2030, the first echelon in humanoid robot production in the country, and lead the country in the production of robots in more than 10 subdivided fields such as spray painting, explosion protection, and warehousing and logistics; by 2035, it will build a robot industry cluster with important national influence. B[Partial changes in the concept of humanoid robots, Daye Co., Ltd. 2 consecutive board changes] On September 28th, there was a partial change in the concept of humanoid robots in the afternoon, Daye Co., Ltd. 2 consecutive boards, Shuangfei Group rose linearly by more than 10%, Joyson Electronics, Changsheng Bearing, Shuanglin Co., Ltd., Greatoo Intelligent, Zhongli De, etc. quickly surged higher. According to the news, Tesla has increased the production of Optimus humanoid robot by about ten times in recent months, but the company is still struggling to achieve large-scale reliable production. Its production lines are facing problems with complex robot hands, automation equipment and supplier constraints, according to people familiar with the project. Last month, Tesla produced hundreds of robots per week. A[Overnight global news you need to know on Saturday: There is another major progress in the U.S.-Iran negotiations, Federal Reserve officials are releasing hawkish signals intensively, Apple has reached a new record closing high, and U.S. bond yields continue to soar]
1. The President of Iran stated that Tehran is willing to restore the Islamabad Understanding and fulfill relevant commitments.
2. Iran’s Foreign Minister stated that Iran has conveyed a specific 7-day plan to the United States. If the United States accepts it, the Strait of Hormuz will be opened.
3. U.S. officials stated that the United States is having active and constructive discussions with Iran through intermediaries on the "7-Day Plan" and that the two sides continue to communicate on the nuclear issue.
4. Fed Hammaker said that potential inflation may be higher than the target and the Fed needs to ensure that monetary policy is in a restrictive stance to reduce inflation.
5. Fed Schmid said that the Fed still has not solved the inflation problem.
6. Fed’s Williams said that continued supply shocks cannot be ignored.
7. The Federal Reserve is developing a plan to raise the asset threshold that triggers stricter regulation of large banks, four people familiar with the matter said.
8. During the session on Friday, U.S. Treasury bond yields continued to soar, with the 10-year U.S. Treasury bond yield rising to more than 5.22%; the 30-year Treasury bond yield exceeded 5.5%, continuing to hit a new high since 2004.
9. Goldman Sachs said it expects capital expenditures by ultra-large-scale cloud computing companies in the United States to reach approximately US$800 billion in 2026, and the market generally expects this to further rise to US$1.1 trillion in 2027.
10. Meta lost the lawsuit in New Mexico, USA, and may face a fine of up to US$219 billion.
11. Anthropic is negotiating a data center capacity deal with a scale of 1 gigawatt, and the related investment is expected to be at least US$40 billion.
12. Tesla has reportedly increased production of its Optimus humanoid robot by about 10 times in recent months, but the company is still struggling to achieve reliable production at scale.
13. Microsoft released a new version of Copilot, introducing three major AI functions: Home, Code and Autopilot.
14. AI cloud computing company Nscale raised US$3.36 billion through convertible notes before its IPO.
15. Sources said that Solidigm, a subsidiary of SK Hynix, plans to conduct an initial public offering in 2027, with a valuation that may reach US$150 billion.
16. EVONIK stated that BASF proposed a non-binding intention and the two parties did not conduct any negotiations.
17. U.S. stocks opened higher and the three major indexes collectively closed higher. The Dow Jones Industrial Average rose 0.93%, a cumulative gain of 0.28% this week, ending three consecutive weekly losses; the S&P 500 Index rose 0.51%, a cumulative gain of 1.22% this week; the Nasdaq rose 0.48%, a cumulative gain of 2.06% this week; the S&P 500 Index and the Nasdaq Composite Index rose for two consecutive weeks. Apple rose more than 1%, setting another record closing high, with its total market value approaching US$5 trillion. Most major European stock indexes closed higher, with Germany's DAX30 index rising 0.51%.
18. The settlement price of international crude oil futures closed down more than 2%. WTI crude oil futures November contract fell 2.33%, Brent crude oil futures November contract fell 2.14%.
19. COMEX gold futures rose 0.52% to US$4,320.5 per ounce, down 2.36% this week; COMEX silver futures rose 1.11% to US$64.71 per ounce, down 3.63% this week.
20. Russian President Vladimir Putin said that Ukraine has recently begun attacking civilian facilities in Russia and must now face the consequences.
21. Russian Presidential Press Secretary Peskov said on September 25 that a tripartite meeting between Russia, the United States, and Ukraine may be held in the near future, but there are currently no specific details.
22. Iranian President Pezhechiyan reiterated on the 24th that Iran "absolutely" does not want to possess nuclear weapons and is willing to reduce uranium enrichment levels and accept inspections within the framework of international law.
23. Senior Iranian officials reportedly said that the Strait of Hormuz will remain closed until Iran's conditions are met before nuclear negotiations with the United States can begin.
24. German lawmakers approved a new fuel tax relief plan worth 2.5 billion euros. A[A list of U.S. stock market pre-market news: The 30-year U.S. bond yield hit a new high since 2004; Micron is investigated by the ITC; Google is about to release its flagship AI model Gemini 4] On September 24, the financial news in the U.S. stock market that investors need to focus on is as follows:
1. All three major U.S. stock index futures fell across the board. Dow Jones futures fell 0.32%, S&P 500 futures fell 0.59%, and Nasdaq 100 futures fell 1.07%.
2. International oil prices rose collectively. WTI crude oil futures prices rose 1.95% to US$93.961/barrel; Brent crude oil futures prices rose 1.91% to US$99.994/barrel.
3. International gold and silver spot prices both fell. Spot gold prices fell 0.43% to US$4,268.67 per ounce; spot silver prices fell by 1.37% to US$63.54 per ounce.
4. The three major European stock indexes had mixed gains and losses. Britain's FTSE 100 index rose 0.12%, France's CAC40 index fell 0.20%, and Germany's DAX30 index fell 0.21%.
5. The yield on the 30-year U.S. Treasury bond rose to 5.435%, a new high since 2004; the yield on the 10-year Treasury bond rose to 5.14%, the highest level since 2007.
6. Williams, the "third leader" of the Federal Reserve and President of the New York Fed, said that inflation needs to be brought back to the target level in a timely manner, and it is reasonable to raise interest rates again before the end of this year.
7. The U.S. International Trade Commission (ITC) officially launched a Section 337 investigation into dynamic random access memory (DRAM) equipment and its downstream products and components (III). Micron Technology and others are listed as defendants.
8. Qualcomm announced the renewal of its global patent licensing agreement with Apple, effective April 1, 2027.
9. The head of Google’s DeepMind department said that Google will soon release its latest flagship model Gemini 4. Gemini 4 is in the early stages of its "post-training" development phase and is expected to be released "well before" the end of this year.
10. A user discovered the undisclosed design of the third-generation Optimus humanoid robot by unlocking the Tesla Android application package. The pictures show that the third-generation Optimus robot seems to be designed for factory assembly lines rather than laboratories.
11. Corning Incorporated announced that it will expand Polarcor™ glass polarizer production capacity to meet the growing demand for AI data centers and computing applications.
12. Meta released the handheld AI device Muse Charm, which is equipped with an approximately 2-inch OLED touch screen and a 5G modem. It is equipped with a new operating system specially designed for the Muse AI assistant. It is expected to be launched before December. B[Humanoid robot concept continues to rise, Joyson Electronics and other stocks hit their daily limit] On September 24th, the humanoid robot concept continued to rise during the session, and Joyson Electronic closed the daily limit. Previously, Xiangyang Bearing, Ningbo Dongli, and Changhua Group hit the daily limit, and Fulai New Materials, Xiangming Intelligent, Wuzhou Xinchun, and Fengguang Precision all rose by more than 5%. B[Robot concept is active, Xiangyang Bearing is at daily limit] On September 24th, robot concept was active, Xiangyang Bearing was at daily limit, and Ningbo Dongli, Wanxiang Qianchao, Southern Seiko, Sanhua Intelligent Control, and Tuopu Group followed suit. On the news, recently, Musk pointed out in an exclusive interview that the number of humanoid robots in the world may reach 10 billion in the next 15 years; and 100 billion in the next 20 years. A[September 24 morning news selection]
1. On the afternoon of September 23, local time, President Xi Jinping arrived in Washington by special plane and paid a state visit to the United States at the invitation of US President Trump. When Xi Jinping and his wife Peng Liyuan arrived at Andrews Air Force Base in Washington, they were warmly welcomed by Trump and his wife Melania.
2. The central bank announced that overnight reverse repurchase operations will be carried out from September 28 to October 8, with the daily operation volume not exceeding 1,000 billion yuan; MLF operations of 800 billion yuan will be carried out on September 24, with a term of one year.
3. Yu Xiaohui, Vice Minister of the Ministry of Industry and Information Technology, said that it is necessary to adhere to application-driven, moderately advanced, and systematic promotion of the construction of new generation communication networks, promote the evolution of broadband networks to dual 10G, promote the construction of low-orbit satellite Internet systems, coordinate and optimize the layout of international sea and land networks, promote the expansion and improvement of computing power facilities, strengthen computing network collaboration and computing power interconnection, and better support the construction of integrated computing power networks.
4. The 2026 National Symposium on Green and Low-Carbon Development of Industry and Information Technology was held on September 23 in Yichang City, Hubei Province. The meeting emphasized the need to accelerate the carbon peaking action in the industrial sector and enhance the industry's green value creation capabilities, green equipment product supply capabilities, green and low-carbon technological innovation capabilities, and intelligent and green integrated development capabilities.
5. Sources in the supply chain revealed that TSMC has decided to adjust the price of Wafer Out according to different processes starting from January 2027, with an increase of about 3%-6%.
6. Huaqin Technology stated on the interactive platform that the super node product Q3 has begun to enter the high-speed growth stage of rapid volume increase, and Q4 will continue to increase volume.
7. Unilever issued an announcement on abnormal stock trading fluctuations. The company's vector network analyzer frequency coverage range is up to 9GHz, and it does not yet have the testing capabilities required to report the application scenario.
8. Sidik announced that it plans to invest 1.652 billion yuan in the construction of a high-end functional BOPET base film expansion project with an annual output of 103,000 tons, and large-scale production of MLCC release film base films and other products.
9. Hangyang Co., Ltd. announced that it plans to invest 50 million yuan to participate in the investment of Star Ring Energy Concentration, which can substantially participate in the field of controllable nuclear fusion.
10. Yibo Technology announced that it plans to build the second phase of the Zhuhai board factory project with no more than 800 million yuan, focusing on the medium and large-volume production of mid-to-high-end PCB products.
11. Xingyun Technology announced that its wholly-owned subsidiary signed an 872 million yuan intelligent computing resource leasing service contract.
12. The three major U.S. stock indexes collectively closed down, with the Nasdaq falling 1.13%, the S&P 500 falling 0.75%, and the Dow Jones Industrial Average falling 0.68%. Major European stock indexes closed collectively lower, with Germany's DAX30 index falling 0.59%.
13. "Big Short" Michael Burry recently published a post on the Substack platform and disclosed that he has increased his short positions on memory chip giant Micron Technology, cloud computing service provider Nebius, iShares Semiconductor ETF and data analysis agency Palantir, and emphasized that this operation is "quite large."
14. Mohsin Rezai, Secretary of Iran’s Supreme National Security Council, said that as long as Iran’s conditions are not met, the Strait of Hormuz will not be reopened and no negotiations will take place.
15. After the release of the US PMI data, the market expected that the probability of the Federal Reserve raising interest rates by at least 25 basis points at the October meeting rose to about 75%, from about 53% before the data was released.
16. Musk pointed out in an exclusive interview that the number of humanoid robots in the world may reach 10 billion in the next 15 years and 100 billion in the next 20 years.
17. SpaceX is reported to have stopped accepting reservations for Falcon 9 rockets after 2028. With the Falcon 9 withdrawing from the market, rocket launch capacity may be in short supply before 2030. A[Selected evening news on September 23]
1. According to CCTV news, on the afternoon of September 23, President Xi Jinping left Beijing on a special plane and paid a state visit to the United States at the invitation of US President Trump.
2. The central bank announced that overnight reverse repurchase operations will be carried out from September 28 to October 8, with the daily operation volume not exceeding 1,000 billion yuan; MLF operations of 800 billion yuan will be carried out on September 24, with a term of one year.
3. Yu Xiaohui, Vice Minister of the Ministry of Industry and Information Technology, said that it is necessary to advance appropriately and systematically promote the construction of new generation communication networks and promote the expansion and improvement of computing power facilities.
4. Musk pointed out in an exclusive interview that the number of humanoid robots worldwide may reach 10 billion in the next 15 years and 100 billion in the next 20 years.
5. Goldman Sachs refuted concerns about a profit bubble in the U.S. stock market and predicted that corporate profits will continue to achieve double-digit growth in the new fiscal quarter; Deutsche Bank reiterated the S&P 500 index's year-end target point of 8,000 points and predicted that U.S. corporate profits in the third quarter will increase by about 30% year-on-year.
6. Company news: ① Sidik: It is planned to invest 1.652 billion yuan to build a high-end functional BOPET base film expansion project with an annual output of 103,000 tons to produce large-scale production of MLCC release film base films and other products. ② Xingyun Technology: A wholly-owned subsidiary signed an 872 million yuan intelligent computing resource leasing service contract. ③ Huaqin Technology: The super-node product Q3 began to enter the high-speed growth stage of rapid volume increase, and Q4 will continue to increase volume. ④Defu Technology: Some directors, supervisors, senior management and partnerships plan to reduce their shareholdings by no more than 0.8%. B[CITIC Construction Investment: Humanoid robots pay attention to T-chain product release and mass production progress, and seize core supplier layout opportunities] On September 22, CITIC Construction Investment’s research report pointed out that humanoid robots pay attention to T-chain product release and mass production progress, and seize core supplier layout opportunities. T-Chain is actively promoting factory review, mass production and other work. Feedback from multiple supply chains has been positive. It is recommended to focus on the product release and mass production promotion of major customers, which is expected to bring important catalysts to the sector. Ontology manufacturers can directly access terminals and occupy a higher value position in the value chain. At present, robot companies are actively promoting the construction of multi-dimensional capabilities such as "brain", "cerebellum" and "ontology", and actively exploring applications in multiple scenarios such as industry and commerce. The scale of shipments continues to expand; as the generalization level of robots increases, it is expected that its implementation scenarios will further expand. Physical AI is the next wave of artificial intelligence. Robots are one of the best physical carriers of AI. The industry development trend is clear. The robotics sector is expected to continue to be catalyzed at home and abroad, and it is recommended to focus on high-quality links.
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