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[September 10 morning news selection] 1. The State Council Information Office will hold a press conference with the theme of "Getting Started with the 15th Five-Year Plan" at 3 pm today. Lu Lei, Vice Governor of the People's Bank of China, Cong Lin, Deputy Director of the State Administration of Financial Supervision, Li Chao, Vice Chairman of the China Securities Regulatory Commission, and Li Bin, Spokesperson and Deputy Director of the State Administration of Foreign Exchange, will introduce the implementation of the 15th Five-Year Plan in the financial sector and promote the construction of a financial power, and answer reporters' questions. 2. The United States issued a cybersecurity announcement related to the distillation activities of Chinese artificial intelligence companies in the United States. A spokesman for the Ministry of Commerce said that the relevant announcement by the United States is another clear example of its pursuit of technological hegemony, monopoly on computing power, and suppression of competition in the field of artificial intelligence. China firmly opposes this. 3. The Beijing Municipal People’s Government issued the “Beijing High-Precision Industry Development Plan during the 15th Five-Year Plan Period”. It pointed out that the development of the commercial aerospace industry should be accelerated, breakthroughs in reusable rocket and high-thrust engine technology should be made, the mass production and supporting capabilities of satellites and key components should be strengthened, the country should participate in the construction of large-scale constellations, and develop differentiated commercial constellations. 4. It is reported that DeepSeek has entrusted CITIC Securities to prepare for the IPO of the Science and Technology Innovation Board. I learned from people familiar with the matter that this news is true. At present, CITIC Securities has contacted DeepSeek and entered the due diligence stage, but the two parties have not yet signed a formal listing guidance agreement. 5. Apple released its first foldable screen flagship phone, iPhone Duo, with a starting price of US$1,999; the starting price in China is 15,999 yuan, with the top model priced at 26,499 yuan. The iPhone 18 Pro starts at $1,199, and the iPhone 18 Pro Max starts at $1,299. 6. According to TrendForce’s latest foundry industry research, the combined output value of the world’s top ten foundries increased by 11.5% quarter-on-quarter in the second quarter of 2026, reaching close to US$53.49 billion, setting a new high. 7. According to DeepSeek’s official website, it plans to officially release the V4.1 Flash model around September 10, 2026, Beijing time. After internal and external testing, V4.1 Flash has completely surpassed V4 Pro in various indicators such as performance, cost, speed, and total time. 8. Suiyuan Technology disclosed the initial public offering of shares on the Science and Technology Innovation Board. The company's shares will be listed on the Science and Technology Innovation Board of the Shanghai Stock Exchange on September 11. 9. Xingyu Co., Ltd. announced that relevant text errors in the 2025 annual report have been corrected, and the age information of Vice Chairman Zhou Yuheng’s 58 years old is incorrect. On the same day, the Shanghai Stock Exchange issued a regulatory work letter on matters related to Changzhou Xingyu Automotive Lighting Co., Ltd. 10. Jingwei Co., Ltd. announced plans to change control rights and the stock was suspended from trading. 11. Kapok Co., Ltd. announced that the sugar business revenue accounted for 68.07%, and the impact of rising raw sugar prices on the company's short-term performance is uncertain. 3-connected board Huamai Technology announced that although the price of optical cable products has increased recently, the price increase is not sustainable due to multiple factors. 12. Longsys announced that the shareholding ratio of controlling shareholders and persons acting in concert was passively diluted to 38.46%. 13. *ST Zhuoran announced that it has been initially found that some annual financial information is suspected of false records, which may lead to major violations and forced delisting. 14. Deep Technology announced that its subsidiary plans to invest 1.85 billion yuan to expand high-end memory chip packaging and testing production capacity. Qiaoyin Co., Ltd. announced that it plans to purchase computing power servers and supporting equipment in batches and sign a computing power service contract. 15. The three major U.S. stock indexes collectively closed down, with the Dow Jones Industrial Average falling 0.77%, the Nasdaq Composite Index falling 0.64%, and the S&P 500 Index falling 0.48%. Storage and optical communications sectors rose; Meta rose more than 6%, and Apple fell 0.28%. 16. U.S. President Trump said he expected the war against Iran to end after the U.S. midterm elections in November this year. 17. The U.S. Treasury Department stated that under the expanded Treasury repurchase program, the U.S. Treasury Department will purchase up to $6 billion in long-term government bonds in the first operation. The U.S. 30-year Treasury bond yield rose above 5.30% during the session. 18. Apple releases the A20 Pro chip based on 2nm process technology. The A20 chip will be equipped with two neural engines with a total of 32 cores to improve end-side artificial intelligence performance. 19. The chief financial officer of OpenAI said that it is considering reforming the charging model, testing a new charging model based on performance pricing, gradually bidding farewell to the billing method based on usage, and competing with lower-priced open source models. 20. The settlement price of international crude oil futures rose sharply. WTI crude oil futures closed at US$96.05 per barrel, an increase of 3.25%; Brent crude oil futures closed at US$101.21 per barrel, an increase of 3.36%; the settlement prices of Brent oil and US oil futures both closed at their highest levels since May 22.
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[Investment Calendar: Reminder of major capital market events on Thursday] ①A total of 1 new stock was subscribed today, which was China Plastics (301686) on the GEM; one new stock was listed on the GEM, and it was Dianke Siyi (301689) on the GEM. ② The State Council Information Office held a press conference on September 10 on the implementation of the "15th Five-Year Plan" in the financial sector and the promotion of the construction of a financial power. ③DeepSeek plans to officially release the V4.1 Flash model around September 10th. ④The Hong Kong Monetary Authority and the Dubai Monetary Authority will co-organize the third joint climate finance conference in Hong Kong on September 10. ⑤The China International Mining Conference will be held in Tianjin on September 10, with a new mining rights trading section. ⑥ CSI will officially release the CSI Intelligent Selection Shanghai State-owned Assets Investment Leading Industry Index on September 10. ⑦ NVIDIA will participate in the Goldman Sachs Communications Technology Conference on September 10. ⑧Shanghai Futures Exchange: Hot-rolled coil, stainless steel, and low-sulfur fuel oil options will be listed on September 10. ⑨ In the last period of energy, the scope of tradable products for qualified foreign investors has been further expanded, and low-sulfur fuel oil options have been newly opened. ⑩TSMC announced its revenue report for August 2026. ⑪EIA releases its monthly short-term energy outlook report. ⑫OPEC releases its monthly crude oil market report. ⑬The European Central Bank announced its interest rate decision. ⑭Data such as the number of Americans filing initial jobless claims for the week will be released today.
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[September 9 evening news selections] 1. The State Council Information Office will hold a press conference at 3 pm on September 10 on the implementation of the "15th Five-Year Plan" in the financial sector and the promotion of the construction of a financial power. 2. Beijing issued the "Beijing High-Precision Industry Development Plan during the 15th Five-Year Plan Period" to accelerate the development of the commercial aerospace industry and make breakthroughs in reusable rocket and high-thrust engine technologies. 3. U.S. security agencies accuse Chinese companies of distilling American models. China’s Ministry of Foreign Affairs stated that it is forbidden to make false accusations and smears. 4. The United States and Iran continue to report a new round of mutual attacks, pushing Brent crude oil back to $100 per barrel after more than a month; Iran announced the establishment of a new maritime "sanctions area." 5. People familiar with the matter confirmed that DeepSeek is preparing for the IPO of the Science and Technology Innovation Board, and CITIC has entered the market for due diligence, but the two parties have not yet signed a formal listing guidance agreement. 6. Company news: ① Suiyuan Technology: will be listed on the Science and Technology Innovation Board on September 11. ② Deep Technology: The subsidiary plans to invest 1.85 billion yuan to expand high-end memory chip packaging and testing production capacity. ③The Shanghai Stock Exchange issued a regulatory work letter to Xingyu Shares to clarify regulatory requirements on company-related matters. ④3-connected board Huamai Technology: Although the price of optical cable products has increased recently, the price increase is not sustainable due to multiple factors. ⑤Muxi Shares: 13.97 million restricted shares have been listed and circulated since September 17.
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[2 consecutive Guilin Tourism: No investment in "low-altitude economy" related projects] On September 8th, Guilin Tourism (000978.SZ) announced that the company's stock closing price deviation for three consecutive trading days has exceeded a cumulative deviation of more than 20%, which is an abnormal fluctuation in stock trading. The company is not aware of recent public media reports on undisclosed material information that may or has had a greater impact on the company's stock trading price. About the "low-altitude economy". After self-examination, as of now, the company has not invested in projects related to the "low-altitude economy". About "AI Cultural Tourism". After self-examination, up to now, the main developments of the company's AI cultural tourism business are as follows: ① The "Guilin One City Tour" platform of the company's holding subsidiary Yicheng Tour Company has connected to the DeepSeek large model, built the "Guilin One City Tour" smart cultural tourism comprehensive platform, and launched the "Guilin Tourism AI Assistant", which covers AI intelligent customer service, intelligent itinerary planning, precision marketing and other functions to comprehensively enhance the tourist experience. "Guilin Tourism AI Assistant" mainly empowers the company's main tourism business and does not directly generate operating income. ② Yinziyan Scenic Spot has iteratively upgraded the AI ​​Escort God of Wealth Cute Pet Cultural and Creative Toy. The revenue generated by this toy currently accounts for a very small proportion of the company’s operating income. ③Recently, the company's wholly-owned subsidiary Guilin Tourism Industry Co., Ltd. and Nanning Peak Cultural Communication Co., Ltd. jointly created the cultural tourism AI short dramas "Three Yuan Ji Di Mo Asked About the Future" and "Silver Rock Silver Bone Umbrella". It has been launched on iQiyi, Hongguo Short Drama and other platforms. The company has not yet received revenue sharing. The plan accounts for a small proportion of the company's operating income and will not have a substantial impact on the company's operating performance; at the same time, the two parties are building an exclusive AIGC travel photography applet for Guilin. Tourists can use this applet to generate exclusive AIGC short videos in the scenic area with one click. It is currently in the internal testing stage and has not yet been put into the market.