B[Russia claims to control multiple residential areas, Ukraine claims to have launched multiple attacks] On September 27, the Russian Ministry of Defense issued a battle report on the 26th stating that in the past 24 hours, the Russian army controlled a total of three residential areas in the Sumy area and the Kharkiv area. The battle report stated that the Russian army carried out attacks on Ukrainian transportation infrastructure targets, temporary deployment points of Ukrainian troops and foreign mercenaries in 152 areas. The Russian army also attacked a data processing center in Kiev, which provides mobile Internet and "Starlink" satellite communication system operation support for the Ukrainian armed forces. As of 8:00 on the 26th, Russian air defense forces shot down 645 Ukrainian drones in Belgorod, Bryansk and other places and over the Black Sea. The General Staff of the Ukrainian Armed Forces stated on the 26th that a total of 205 battles occurred in the frontline areas in the past day. The Ukrainian air force, missile force and artillery attacked three Russian drone command and launch points, six artillery systems and one ammunition depot. In the past day, multiple attacks were launched against the Russian army in Severo-Slobozhansk, Yuzhno-Slobozhansk, Kursk and other directions. (CCTV News) B[Ministry of Industry and Information Technology: The second satellite network coordination meeting between the competent authorities of China and Norway was successfully held] September 25th, according to the Ministry of Industry and Information Technology, from September 21st to 23rd, the Radio Administration Bureau of the Ministry of Industry and Information Technology and the Norwegian Communications Administration held the second satellite network coordination meeting between the competent authorities in Oslo, Norway. Under the framework of the International Telecommunication Union's Radio Regulations, the two parties negotiated more than 30 issues on multiple satellite systems in high and low orbits, involving fixed satellite, mobile satellite and other services, covering multiple frequency bands such as L, S, C, X, Ku, Ka and Q/V. The two parties fully exchanged views and reached multiple consensuses, and jointly signed the minutes of the meeting. The successful holding of this meeting promoted the compatibility and sharing of frequency orbits between the satellite systems of the two countries, helped accelerate the international coordination process of China's satellite network frequencies, and promoted the construction of China's aerospace engineering.
At this meeting, the Chinese delegation was composed of the Radio Administration Bureau of the Ministry of Industry and Information Technology, the National Radio Spectrum Management Center, the Beijing Institute of Tracking and Communication Technology, China Satellite Network Group Co., Ltd., China Satcom Group Co., Ltd., Shanghai Yuanxin Satellite Technology Co., Ltd., and Tsinghua University. The Norwegian delegation consists of units such as the Norwegian Communications Authority, Space Norway and SpaceX Norway. B[Two departments: Promote the research and development and industrialization of the fifth generation reduced instruction set (RISC-V) to support the application of RISC-V chips in artificial intelligence, embedded systems and other fields] On September 15, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "Fifteenth Five-Year Plan for the Development of Electronic Information Manufacturing Industry", which mentioned the promotion of software and hardware collaboration and breakthroughs in electronic system equipment. Build a safe, reliable, advanced and ubiquitous new generation information technology system, accelerate the advancement of hardware capabilities, and comprehensively improve the performance of electronic information product systems. Strengthen open source and collaborative construction, strengthen the deployment of open source Hongmeng and other domestic operating systems, create a computing-based artificial intelligence software and hardware full-stack ecosystem, and improve supporting software and hardware collaborative adaptation tools. Promote the research and development and industrialization of the fifth generation reduced instruction set (RISC-V) and support the application of RISC-V chips in artificial intelligence, embedded systems and other fields. Deepen the collaborative innovation of core molds and strengthen the collaborative design and optimization of algorithms and hardware architecture. Consolidate the competitive advantages of communication equipment and accelerate research on technologies and products such as high-end data communications, optical communications, mobile communications, satellite communications, and new generation wireless short-range communications.
Promote the intelligent upgrade of industrial control equipment and build an industrial computing system integrating computing, control, and sensing. Promote the high-end development and application of laser equipment and make breakthroughs in technologies such as high-performance lasers, ultra-precision laser processing, and precision optical-mechanical systems. Guide the digital, integrated, and intelligent development of radar equipment, and accelerate the application of emerging fields such as intelligent driving and low-altitude economy. Accelerate technological research on transfer equipment, improve the level of flexibility and intelligence, and expand applications to meet the needs of new generation intelligent manufacturing. B[Beijing: Improve the energy level of high-speed communication networks and plan ahead for future communication networks] On September 9, the Beijing Municipal People's Government issued the "Beijing Digital Economy Development Plan during the 15th Five-Year Plan Period." It pointed out that the energy level of high-speed communication networks should be improved. Build the world's leading "double 10G" city and achieve continuous coverage of 5G-A and 10G optical networks across the entire region. Promote the construction and operation of the new national (Beijing) Internet exchange center and create an all-optical backbone intelligent network. Promote the deployment of Beijing's quantum metropolitan area network and cover key scenarios such as core government areas on demand. Accelerate the upgrade of Internet Protocol version 6 (IPv6) for infrastructure such as fixed networks, mobile networks, and the Internet of Things, and fully support IPv6. Plan ahead for future communications networks. Build a low-orbit satellite Internet system, promote the deep integration of 5G, 6G (sixth generation mobile communications) and satellite communications, and create an integrated air, space and ground network. Promote the deployment of 6G trial networks and cultivate a full-chain industry of R&D, testing, and operation. A[September 8 morning news selection]
1. The Ministry of Industry and Information Technology issued the "15th Five-Year Plan for the Development of the Information and Communications Industry". It is mentioned that by 2030, the cumulative investment in information infrastructure will be 3.8 trillion yuan, and the scale of intelligent computing power will reach 9800EFLOPS. Accelerate the construction of a national integrated computing power network, orderly deploy intelligent computing clusters of 10,000 cards, 100,000 cards and above, deploy inference computing power facilities on demand according to scenarios, and increase efforts to adapt to domestic computing power chips; promote the construction of computing power transmission channels, deploy 400G and above high-speed transmission technology, build optical fiber direct links, and promote the sinking of 100G optical network equipment.
2. On September 7, Huawei released the high-performance chip Kirin 9050 Pro again after six years. It is the world's first flagship chip that implements "Tao's Law" and uses logic folding technology.
3. Goldman Sachs significantly increased its industry forecast in the latest global optical module report. It is expected that the global optical module market will reach approximately US$67.7 billion, US$131.4 billion, and US$148.5 billion from 2026 to 2028, respectively, which is an increase of 33%, 81%, and 115% from the previous forecast.
4. According to central bank data, China’s gold reserves rose to 76.73 million ounces at the end of August, expanding gold reserves for 22 consecutive months.
5. The Operations Bureau of the National Development and Reform Commission has recently organized and arranged to increase the scale of Xinjiang coal exports to play the role of Xinjiang coal in ensuring the national coal supply.
6. The Ministry of Commerce announced the preliminary ruling on the anti-dumping investigation of imported dichlorosilane originating in Japan. It initially determined that the imported products under investigation originating in Japan were dumped and implemented temporary anti-dumping measures in the form of a deposit.
7. On September 7, the Intermediate People's Court of Weifang City, Shandong Province publicly pronounced the first instance verdict on the bribery case of Wang Jianjun, former member of the Party Committee and Vice Chairman of the China Securities Regulatory Commission, and sentenced the defendant Wang Jianjun to life imprisonment for accepting bribes.
8. Xinhua Media announced that the company plans to purchase the controlling stake of Shanghai Interface Technology Co., Ltd. by issuing shares, which is expected to constitute a major asset reorganization and does not constitute a reorganization and listing. The counterparty to the transaction was initially determined to be Shanghai Media Group Cultural New Media Investment Management Co., Ltd., a wholly-owned subsidiary of the controlling shareholder Shanghai Media Group, and other entities. The company's shares have been suspended from trading on September 7.
9. CICC announced that the merger of Dongxing Securities and Cinda Securities has been approved by the China Securities Regulatory Commission and will be suspended from September 15. Cinda Securities announced that A-share stocks have been suspended from trading since the market opened on September 15 until the listing is terminated. Dongxing Securities announced that trading of A-share stocks will be suspended continuously from the opening of the market on September 15 until the listing is terminated.
10. 20CM daily limit Taijin New Energy: The strategic cooperation agreement signed with CATL is a framework and intention document, and no specific transaction amount has been agreed upon.
11. Yakang Co., Ltd. announced that its subsidiary company signed a 1.188 billion yuan "High-Performance Computing Cloud Service Agreement."
12. ST Wenfeng announced that the second instance verdict in the case of Xu Xiang and Xu Changjiang’s liability for manipulating the securities market changed the verdict in some cases to make Xu Xiang personally liable for compensation.
13. Golden Orange announced that the planned purchase of a controlling stake in Zhibotek is expected to constitute a major asset reorganization, and the stock will be suspended from trading today. Changyuan Donggu announced that it plans to purchase 100% equity of Kanghao Electromechanical and raise supporting funds, with a transaction price of 5.01 billion yuan. Jinzhong Shares announced that the controlling shareholder and actual controller plan to transfer 19.50% of the shares to NIO Capital through agreement.
14. Xingyun Technology announced that the person who spread the rumor that the computing power card was stuck in the customs market has been administratively punished.
15. Suiyuan Technology announced that online investors gave up subscribing for 16,874 shares.
16. Suntech Communications announced that the fourth largest shareholder, the National Fund, reduced its holdings by 7.0747 million shares from June 8 to September 7. The reduction plan has ended and the remaining 3.1753 million shares have not been reduced.
17. Due to the Labor Day holiday in the United States, the U.S. stock market will be closed for one day. Dow Jones Index futures ended up down 0.62%, S&P 500 stock index futures fell 0.17%, and Nasdaq 100 stock index futures rose 0.13%.
18. Most international precious metal futures closed higher on Monday, with LME copper futures hitting a record high and finally closing up $94 at $14,510/ton; LME aluminum futures closed up $18 at $3,312/ton; LME zinc futures closed up $38 at $3,984/ton.
19. U.S. President Trump intensively published a series of posts containing AI-generated images on the media platform Truth Social, including claims that he has earned hundreds of billions of dollars for the United States through stock and other asset positions.
20. Canada will impose tariffs of 15% to 50% on hundreds of U.S. goods on Tuesday. Trump threatens to ban the sale of Bombardier aircraft, and the trade war between the two countries faces the risk of further escalation.
21. The exchange rate of the yen against the US dollar rose to its strongest level since February, surpassing the previous high reached after the United States and Japan jointly intervened in the foreign exchange market. Traders believe that rising above the key resistance level of 155 will promote further strengthening of the yen.
22. Deutsche Bank strategists warned that the market is underestimating the extent of interest rate hikes required by the Federal Reserve and the European Central Bank to curb inflation. Societe Generale believes that the 10-year U.S. Treasury yield reaching 5.5% will be the critical point when the stock market begins to be affected.
23. The chief scientist of OpenAI predicts that AI may soon enter a stage of self-evolution and calls on the industry to actively slow down the development speed before establishing common safety guardrails.
24. Iran said it was about to reach an agreement with Oman on shipping management in the Strait of Hormuz.
25. When European Commission President von der Leyen visited Nuuk, the capital of Greenland, she announced that the EU would invest 200 million euros in Greenland to develop key minerals, renewable energy and satellite communications. B[Ministry of Industry and Information Technology: Strengthen the coordination of high, medium and low orbit satellite constellations to enhance the capacity of high orbit wide and narrowband communication satellite systems] On September 7, the Ministry of Industry and Information Technology issued the "15th Five-Year Plan for the Development of the Information and Communications Industry". It mentioned that the coordination of high, medium and low orbit satellite constellations should be strengthened, the capacity of high-orbit wide and narrow-band communication satellite systems should be improved, and the networking service capabilities of low-orbit satellite Internet, high-orbit satellite communication systems, and satellite Internet of Things should be enhanced. Promote the deep integration of satellite networks and terrestrial communication networks, coordinate the construction of satellite-ground interconnection centers, and carry out applications such as direct connection of mobile phones to satellites and satellite Internet of Things. Make full use of terrestrial communication facilities such as 5G/5G-A to promote low-altitude communication network coverage as needed. Actively explore the deployment of 5G air-to-ground communications (5G-ATG), expand the scale of route technology trials in a timely manner, and promote the development of airborne communications. Explore the application of high-altitude floating platforms such as stratospheric airships and solar drones to improve the coverage and quality of communication networks. Promote the integrated development of “5G+Beidou”. B[Ministry of Industry and Information Technology: Improve low-orbit satellite Internet capabilities and achieve global satellite broadband communication network coverage] On September 7, the Ministry of Industry and Information Technology issued the "15th Five-Year Plan for the Development of the Information and Communications Industry." It mentioned that improving the Internet capabilities of low-orbit satellites. Achieve global satellite broadband communication network coverage, improve low-orbit satellite payload functions and performance, achieve single-star capacity exceeding 100 Gbps, support core capabilities such as inter-satellite links and on-board processing, and provide high-speed satellite Internet services. Lay out the star-ground interconnection center. Strengthen the nationwide layout, safely and orderly guide cross-network traffic between satellite communication networks, terrestrial communication networks, and satellite communication networks, and promote efficient interconnection of space and ground infrastructure. Deepen commercial trials of satellite IoT. Carry out verification and evaluation of key technologies and equipment, promote the application of satellite Internet of Things, and provide wide-area connections between air, space, ground and sea for various equipment and transportation vehicles. Promote mobile phone direct connection to satellite applications. Promote deep integration with terrestrial 5G/6G mobile communication networks, and timely carry out direct-connect satellite applications for existing mobile phones and direct-connect satellite applications for mobile phones and other terminal devices based on non-terrestrial networks (NTN). B[Ministry of Industry and Information Technology: Strengthen the research and development of ultra-high-speed and large-capacity optical transmission, optical access, and submarine cable optical communication technologies, and accelerate the research and development and application of new optical fiber technologies such as hollow core optical fibers] On September 7, the Ministry of Industry and Information Technology issued the "15th Five-Year Plan for the Development of the Information and Communications Industry." It mentioned that we should strengthen research on key core technologies. Strengthen innovation leadership, accelerate 6G core technology research and development, and continue to carry out 6G technology trials. Strengthen the research and development of ultra-high-speed and large-capacity optical transmission, optical access, and submarine cable optical communication technologies, accelerate the research and development and application of new optical fiber technologies such as hollow-core optical fibers, and carry out research on integrated application technologies in industries such as vehicle-mounted optical communications and industrial control optical networks. Strengthen data communication technology innovation and conquer technologies such as IP wide-area lossless transmission and stream-level load balancing. Promote the research and development of computing power transmission channel technologies such as computing and computing network resource sensing. Strengthen research on key satellite communications technologies such as efficient satellite-to-ground transmission, inter-satellite networking and routing. Accelerate the layout of cutting-edge technologies in cross-integration fields such as optoelectronic fusion, quantum encryption, and information communication network integration. B[Boeing delivers the last three O3b mPOWER satellites and completes the first batch of 13 satellite constellations] On September 3rd, Boeing announced on September 2nd local time that it had delivered the last three satellites of the O3b mPOWER constellation, F11, F12 and F13, to satellite communications company SES, marking the completion of the delivery of the first batch of 13 satellite constellations for the project. The three satellites are scheduled to be launched from the Space Coast of Florida, USA, in September and are expected to be put into operation in mid-2027 after orbit raising and initialization. O3b mPOWER operates in Medium Earth Orbit (MEO) and can provide low-latency, high-throughput and dedicated bandwidth connection services for government agencies, mobile operators, airlines and cruise ships.
— All loaded —
