B[Shanghai Futures Exchange: Further Expand the Scope of Commodity Futures and Options Trading for Qualified Foreign Investors] With the approval of the China Securities Regulatory Commission, starting from trading on September 28, 2026 (i.e., the opening of trading at 9:00 on that day), the Shanghai Futures Exchange will further expand the scope of tradable products for qualified foreign institutional investors and RMB qualified foreign institutional investors (collectively referred to as qualified foreign investors), and the following commodity futures and options will be newly opened: 1. Alumina, cast aluminum alloy, butadiene rubber, and offset printing paper futures; 2. Alumina, cast aluminum alloy, butadiene rubber, and offset printing paper options. B[Boway Alloy: Indirectly supplying NVIDIA Rubin through downstream manufacturers. The high-purity oxygen-free copper material has been recognized by international heat dissipation manufacturers] September 16th, according to Bowei Alloy official Weibo news on the 16th, NVIDIA recently announced that Vera Rubin has been fully put into production. Wang Yongsheng, secretary of the Board of Directors of Boway Alloy, said in an interview with the media that the company's related products indirectly provide Nvidia with Boway 19920 (high-speed backplane connector material) and PWHC985 (high-purity oxygen-free copper heat dissipation material) through downstream manufacturers. Previously, Bowei Alloy's high-purity oxygen-free copper products have overcome the industry's pain points of blistering and leakage during liquid cooling plate welding. CoolerMaster has provided it with an annual demand forecast of 20,000 tons. It has now been supplied in batches, and the relevant production capacity is undertaken by Vietnam's new material base. At present, Bowei Alloy's high-purity oxygen-free copper material has been recognized by international heat dissipation manufacturers. Among them, the liquid cooling plate material matching GB300 has been successfully verified and shipped according to customer needs. The Rubin architecture micro-channel liquid cooling material has also passed the product and production line certification of downstream customers. Wang Yongsheng said that in the future, when the commercialization process of solid-state batteries accelerates, the company's international supply capabilities will be greatly improved. At the same time, the company will also evaluate the production capacity of heat dissipation materials in Vietnam, and there is room for further expansion of domestic production capacity. B[Bank of China launches the "One Network, Three Integration" computing power financial ecosystem co-construction action to provide no less than 300 billion yuan in comprehensive financial support for the computing power industry chain] On September 13th, during the 2026 China Computing Power Conference, the Bank of China, with the guidance and support of the Ministry of Industry and Information Technology and the People's Bank of China, joined hands with China Telecom, China Mobile, China Unicom, People's Insurance Company of China, China Orient Assets, China Bank Financial Leasing and other ecological partners to jointly launch the "One Network, Three Integration" computing power financial ecosystem co-construction action. During the "15th Five-Year Plan" period, Bank of China will join hands with computing power ecological partners such as insurance, industrial investment, asset management and financial leasing to jointly build a "computing power +" industrial financial ecosystem, provide no less than 300 billion yuan in comprehensive financial support to upstream and downstream enterprises in the computing power industry chain, support no less than 100 key intelligent computing center projects, provide cross-regional, integrated collaborative financial services for national computing power interconnection regional nodes, and empower more than 3,000 computing companies. (Reporter Fu Jing) B[Bank of China launches "One Network, Three Integration" computing power financial ecosystem co-construction action] September 12th, according to Bank of China news, on September 12, at the opening ceremony of the 2026 China Computing Power Conference, Bank of China, with the guidance and support of the Ministry of Industry and Information Technology and the People's Bank of China, together with China Telecom, China Mobile, China Unicom, People's Insurance Company of China, China Orient Asset Management Co., Ltd., China Bank Financial Leasing Co., Ltd. and other ecological partners, jointly launched the "One Network, Three Integration" computing power financial ecosystem co-construction action. During the "15th Five-Year Plan" period, Bank of China will join hands with computing power ecosystem partners such as insurance, industrial investment, asset management and financial leasing to build a "computing power +" industrial financial ecosystem, provide no less than 300 billion yuan in comprehensive financial support to upstream and downstream enterprises in the computing power industry chain, support no less than 100 key intelligent computing center projects, provide cross-regional, integrated collaborative financial services for national computing power interconnection regional nodes, and empower more than 3,000 computing companies. B[The global rush for copper begins ahead of schedule, and a large amount of copper flows to the United States] On September 8, the price of three-month copper futures on the London Metal Exchange hit a record high on the 7th. During the Asian trading session on the 8th, copper prices continued their upward trend, reaching an intraday high of US$14,617 per ton. Lun copper futures prices have risen by about 17% since the beginning of this year, and the increase in the past year has been as high as 47%. As of the close of trading on September 8, the main contract of Shanghai copper futures continued its strong trend, rising 1,410 yuan to close at 110,620 yuan per ton, an increase of 1.29%. Today, the copper sector of the A-share market rose 3.86% in a single day, Jingyi shares rose by the daily limit, and Northern Copper and Electrical Alloys rose by more than 9%.
Some analysts pointed out that the market is generally betting that the United States will impose a 15% tariff on refined copper from January 2027, prompting U.S. traders to stock up in advance before the new policy takes effect. A large amount of copper will flow from the London Metal Exchange's warehouses in Asia and Europe to the United States, and a trans-Pacific and trans-Atlantic "copper rush" will be staged in advance. Chile, the world's largest copper producer, was affected by extreme weather and mine operation disturbances. Copper exports fell to a new low in more than a year in August. At the same time, artificial intelligence, data center construction and the popularity of new energy vehicles have also become important forces driving the growth of copper demand. The copper recycling market is also booming. The purchase price of scrap copper has increased by more than 20% year-on-year. Market merchants said that "copper prices are rising every day and reaching new highs every day, so there is no need to worry about selling." The spot inventory of electrolytic copper hit a new low this year, and smelting companies are operating at full capacity. (CCTV Finance) B[Zijin Mining and others established New Copper Research Technology Co., Ltd. in Fujian with a registered capital of 100 million yuan] On September 4, Tianyancha showed that Fujian Zijin Copper Research Technology Co., Ltd. was recently established with a registered capital of 100 million yuan. Its business scope includes ferrous metal rolling processing, non-ferrous metal alloy manufacturing, non-ferrous metal alloy sales, and high-performance non-ferrous metal and alloy material sales. Shareholder information shows that the company is owned by Zijin Mining's Fujian Zijin Copper Co., Ltd., Guangdong Haotong New Materials Partnership (Limited Partnership), and Tongyan Technology (Guangdong) Co., Ltd. holding 40%, 30%, and 30% of the shares respectively. B[Mexico makes final anti-dumping ruling on hot-rolled steel related to China] September 4th, according to the China Trade Remedy Information Network, on September 3, the Mexican Ministry of Economy issued an announcement to make a final affirmative anti-dumping ruling on hot-rolled steel originating in China and Vietnam, and officially levied anti-dumping duties. Among them, Shanghai Meishan Iron and Steel Co., Ltd. is US$0.3087/kg, Wuhan Iron & Steel Co., Ltd. Ltd.) is US$0.3050/kg, unsampled cooperative producers/exporters are US$0.3070/kg, other Chinese producers/exporters are US$0.3087/kg; Vietnamese producers/exporters are US$0.2719-0.2855/kg. The products involved are hot-rolled plates made of iron, carbon steel or alloy steel, whether pickled or not, uncoated, with a thickness not exceeding 25.4 mm and an unlimited width. The measures will take effect from the day after the announcement is made. B[Yongmaotai: Magnesium alloy parts are expected to be supplied in large quantities in the second half of the year and gradually contribute to performance] On September 2, Xu Hong, chairman of Yongmaotai, said at the 2026 semi-annual performance briefing held this afternoon that the production and sales of the aluminum alloy liquid business will be normal in the second half of the year; magnesium alloy parts In terms of performance, the company has launched formal cooperation with OEMs and first-tier suppliers such as Luxshare Precision, Xpeng, General Motors, Volkswagen, SAIC Passenger Cars, SAIC Transmission, and BYD, and has successfully developed various parts and components and gradually mass-produced and delivered them. It is expected to be able to supply large quantities in the second half of this year and gradually contribute to revenue and profits. (Reporter Wang Bin)
— All loaded —
