B[National Bureau of Statistics: In August, the output of lithium-ion batteries, industrial robots, and 3D printing equipment products increased by 57.2%, 34.6%, and 29.9% year-on-year respectively] September 15th, data from the National Bureau of Statistics showed that in August, the added value of industries above designated size nationwide increased by 5.2% year-on-year, 0.7 percentage points faster than last month; month-on-month growth was 0.54%. Divided into three categories, the added value of the mining industry decreased by 1.4% year-on-year, the manufacturing industry increased by 6.1%, and the electricity, heat, gas and water production and supply industry increased by 4.9%. The added value of the equipment manufacturing industry increased by 12.1% year-on-year, and the added value of high-tech manufacturing increased by 16.7%, which were 6.9 and 11.5 percentage points faster than the added value of all industries above designated size respectively. In terms of economic types, the added value of state-controlled enterprises increased by 3.0% year-on-year; joint-stock enterprises increased by 5.7%; foreign and Hong Kong, Macao and Taiwan-invested enterprises increased by 3.4%; private enterprises increased by 3.7%. In terms of products, the output of lithium-ion batteries, industrial robots, and 3D printing equipment increased by 57.2%, 34.6%, and 29.9% respectively year-on-year. From January to August, the added value of industries above designated size nationwide increased by 5.3% year-on-year. In August, the manufacturing purchasing managers index was 49.8%, and the enterprise production and operation activity expectation index was 53.8%. From January to July, the national industrial enterprises above designated size achieved a total profit of 4,582.1 billion yuan, a year-on-year increase of 17.6%. B[Anhui: Continue to support the construction of the China Construction (Anhui) Internet platform] On September 9, the Anhui Provincial Department of Housing and Urban-Rural Development recently issued the "Anhui Province Urban Renewal "Fifteenth Five-Year Plan"", which proposes to continue to support the construction of the China Construction (Anhui) Internet platform. Deepen the integrated application of Building Information Modeling (BIM), Internet of Things and other technologies in renovation projects, vigorously develop intelligent construction, cultivate a modern construction industry chain, and promote the construction industry to "go global." Promote the coordinated development of intelligent construction and the construction industry, and build an intelligent construction industry system covering the entire industry chain including scientific research, design, production and processing, construction assembly, and operation. Promote smart construction equipment such as smart lifts and smart remote-controlled tower cranes, and promote the integrated and innovative applications of automated construction machinery, construction robots, drones, 3D printing and other equipment. B[Ministry of Commerce: Chinese residents’ digital consumption reached 13.3 trillion yuan in the first half of the year, a year-on-year increase of 4.1%] On September 7, the State Council Information Office held a press conference to introduce the fifth Global Digital Trade Expo. Wang Pengfei, head of the Department of E-commerce and Information Technology of the Ministry of Commerce, introduced the results of the "Guiding Opinions on Vigorously Developing Digital Consumption to Create a Better Life in the Digital Era" in the past year since it was issued. According to estimates from the Ministry of Commerce, in the first half of 2026, the scale of digital consumption by Chinese residents reached 13.3 trillion yuan, a year-on-year increase of 4.1%. Many new generation digital products, such as smart walking exoskeletons and consumer-grade 3D printers, are favored by consumers. Digital services such as online micro-series and virtual reality parks increased by 7.0%, and individual payments for large models increased significantly. Digital consumption continued to play a driving role in China's consumption of goods and services in the first half of the year. A[Review: The GEM index opened higher and rose by more than 3%, and the concept of computing power hardware broke out] On September 7, the market fluctuated and rose, the GEM index opened higher and moved higher, and the yellow and white lines differentiated obviously. The turnover of Shanghai and Shenzhen stock markets was 1.95 trillion, a decrease of 84.6 billion from the previous trading day. On the market, market hot spots rotated rapidly, with more than 3,100 stocks rising in the market. From the perspective of sectors, the concept of computing power hardware rebounded collectively, with Cambridge Technology, Huilu Ecology, Huamai Technology, Jingwang Electronics, Zhongjing Electronics, and Xunjixing reaching their daily limit. The large consumer sector fluctuated and rose, with retail and tourism leading the gains. Zhongbai Group, Central Shopping Mall, Baida Group, Guofang Group, Guilin Tourism, and Huatian Hotel rose by the daily limit. The agricultural sector has been active repeatedly, with Yasheng Group having three consecutive boards and Jinjian Rice Industry rising to its daily limit. The media sector fluctuated and rose, with Long Edition Media having a 6-game streak, China Publishing having a 2-game streak, and Reader Media hitting the daily limit. The concept of 3D printing was active during the session, and Yangtze Materials hit the daily limit. On the downside, the concept of precious metals fluctuated and adjusted, with Hunan Silver, Zhaojin Gold, and Shandong Gold falling. As of the close, the Shanghai Stock Exchange Index rose 0.07%, the Shenzhen Component Index rose 1.91%, and the ChiNext Index rose 3.41%. A[Afternoon Commentary: The ChiNext Index rose 2.63% in half a day, PCB, CPO and other computing hardware stocks collectively strengthened] On September 7, the three major indexes had mixed gains and losses, the Shanghai Index fell back and turned green, and the ChiNext Index rebounded in shock. The half-day turnover of the Shanghai and Shenzhen stock markets was 1.24 trillion, 8.6 billion higher than the previous trading day. Hot spots on the market rotated rapidly, with more than 2,900 stocks rising in the market. From the perspective of sectors, the concept of computing power hardware rebounded collectively, with Cambridge Technology, Huilu Ecology, Huamai Technology, Jingwang Electronics, Zhongjing Electronics, and Xunjixing reaching their daily limit. The concept of 3D printing was active during the session, and Yangtze Materials hit the daily limit. The large consumer sector fluctuated and rose, with retail and tourism leading the gains. Zhongbai Group, Central Shopping Mall, Baida Group, Guofang Group, Guilin Tourism, and Huatian Hotel rose by the daily limit. The agricultural sector has been active repeatedly, with Yasheng Group having three consecutive boards and Jinjian Rice Industry rising to its daily limit. On the downside, the coal sector fluctuated and adjusted, with China Coal Energy, Haohua Energy, and China Shenhua falling one after another. As of the close, the Shanghai Stock Exchange Index fell 0.24%, the Shenzhen Component Index rose 1.38%, and the ChiNext Index rose 2.63%. B[The concept of 3D printing strengthened in early trading, and Sikan Technology and Yangtze Materials both hit the daily limit.] On September 7, the concept of 3D printing strengthened in early trading. Sikan Technology and Yangtze Materials hit the daily limit, and Jialian Technology, Nengzhiguang, Hisun Materials, and Huashu Hi-Tech followed suit. According to news, on September 4, Beijing time, OpenAI released GPT-6 Astra. The computer team of Huafu Securities is optimistic about the application of GPT-6 Astra in the field of 3D modeling. AI applications further extend from digital content generation to spatial understanding and physical world interaction. World Generation may become an important industry catalytic direction after Coding, Al4S and Work. B[From "products going overseas" to "innovation overseas" Chinese companies accelerate their expansion into the global market] September 6th, the 2026 Berlin International Consumer Electronics Show is underway. At this exhibition, Chinese companies not only brought more products, but also more diverse ways of going overseas. According to reports, this year's "Four Little Dragons" of Chinese e-commerce companies will make their first appearance at the exhibition, bringing many Chinese brands to showcase innovative products. A bionic flapping-wing flying robot has more advantages than traditional rotary-wing drones in terms of noise, safety and airflow adaptability; the familiar Spring Festival Gala panda also came to the scene; AI smart glasses can complete operations such as ordering takeout, booking a hotel, and hailing a taxi through voice. From robots, 3D printing to smart travel, Chinese technology companies are entering the European market with a richer range of product forms. Cross-border e-commerce has become an important channel for Chinese brands to reach overseas consumers. For Chinese companies that already have a global market foundation, "innovation overseas" is reflected in the continuous expansion of technology application boundaries. (CCTV Finance) A[The Ministry of Commerce and other 7 departments: Promote the consumption of high-quality cultural products such as green intelligence, diversified adaptation, and national fashion creativity] August 31st, the Ministry of Commerce and other 7 departments have implemented opinions on promoting the expansion and upgrading of commodity consumption. It pointed out that promoting the consumption of high-quality cultural products such as green intelligence, multiple adaptations, and national fashion creativity. Expand and optimize sports consumption scenarios and stimulate the consumption potential of competitive sports, outdoor sports, fitness and leisure and other related products. Optimize the supply of ethnic musical instruments and smart musical instruments, and enrich musical instrument consumption scenarios. Expand consumption of 3D printing-related products. Develop the consumption of peripheral derivatives, improve the development mechanism of IP derivatives, improve the level of transformation of cultural creativity, and launch a number of themed products and tourist routes. Continue to optimize the IP consumption environment, focusing on increasing the protection of intellectual property rights related to designs, trademarks, etc.
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