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.
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