2026-09-20 Sunday
2026-09-22
21:35:57
On September 20, the Chongqing Liangjiang New Area Market Supervision Administration issued a notice: Recently, a report circulating online that "a chef at a restaurant in our district used a test kit in the restaurant" has raised public concern. After reviewing on-site surveillance footage, verifying relevant records, and questioning each employee of the restaurant involved, it was confirmed that all employees handling ready-to-eat food held valid health certificates. One employee, who had recently been unwell and concerned about potential liver damage, purchased a test kit online and conducted a self-test in the restaurant, which showed a negative result. To further confirm the employee's health status, the market supervision department required them to undergo a retest at a qualified medical institution, and the results for multiple tests, including HIV, were all negative. However, the restaurant's actions of collecting blood and using testing reagents in the food processing area do not comply with the relevant requirements of the "Food Safety Operation Standards for Catering Services." Currently, the local market supervision bureau has ordered the employee involved to temporarily leave their post and has ordered the restaurant manager to immediately rectify the situation, strengthen employee health management, and strictly prohibit any activities unrelated to food processing in the food processing area.
21:11:05
[CITIC Securities: Suggests Actively Seizing the Last Window of Opportunity This Year; Two Key Areas to Focus on in the Technology Sector] CITIC Securities points out that in the latter half of an industry supercycle, after institutional holdings peak, a wave of new highs in non-institutional holdings typically occurs. The current AI industry trend, the stage of its profit cycle, and the global monetary environment are likely to limit institutional holdings: 1) AI computing power investment has not slowed, but market expectations for the commercial expansion of cutting-edge model manufacturers are in a period of adjustment; 2) The earnings of the A-share non-financial sector are likely to continue to rise sequentially in the third quarter of 2026, but the peak of year-on-year growth may occur in the fourth quarter of this year; 3) The Federal Reserve has released a tough stance on controlling inflation, and will maintain a relatively tight macro liquidity environment at least this year. From the perspective of institutional research and investment strategies, these factors will undoubtedly constrain the upward potential of the market. However, from the perspective of short-term market sentiment and the rotation cycle of shares, coupled with the catalyst of third-quarter earnings reports, the current market has a favorable environment for active funds to deploy in new technologies and explore new themes. Investors are advised to actively seize the last window of opportunity this year. From an asset allocation perspective, considering the current high-interest-rate environment, market differentiation may widen further during this final window of opportunity this year, with the AI sector poised to regain its market advantage. In the technology sector, we recommend focusing on two main areas: first, sectors benefiting from increased manufacturing complexity, such as new optical communication technologies, PCBs, and advanced packaging; second, sectors with clear growth potential, such as wafer manufacturing and gas turbines. Stocks not heavily held by institutional investors may have greater upside potential, and North American supply chain-related stocks may have a relative advantage in the near future. In the non-technology sector, we continue to focus on the energy and chemical industry and leading securities firms with overseas expansion potential.
21:10:43
[Qwen-Image-2.1 Officially Open-Sourced: Lightweight Design, Outstanding Performance, and Integrated Creation and Editing Functions] According to official news from the Qwen large-scale model team, Qwen-Image-2.1 has recently been officially open-sourced. This new image large-scale model achieves an excellent balance between generation quality, inference efficiency, and usage cost. Qwen-Image-2.1 integrates text-to-image generation and image editing capabilities into the same model architecture. The visual generation module has only 7 billion parameters and natively supports the generation and editing of transparent images. The core highlights of this updated model are mainly reflected in four aspects: 1. Powerful small-parameter model with outstanding cost-effectiveness: Relying on a lightweight model architecture design and deep optimization of the inference process, the optimal balance between image generation quality and computational cost has been found, significantly lowering the barrier to entry. 2. Native support for transparency channels, integrated creation and modification: It can generate regular images or images with transparent backgrounds based on user-input prompts, while also supporting the editing of transparent layers and intelligent image cutout functions to meet diverse design needs. 3. Enhanced full-scene editing capabilities with multi-area detail preservation: Supports importing up to 10 reference images simultaneously, significantly improving the fidelity of local editing effects and the reproduction of portrait and product images, covering most everyday image editing tasks. 4. More realistic generated textures, beautiful text, and natural-looking portraits: Specific optimizations have been made to text layout, lighting and shadow rendering of portraits, and detail texture representation, resulting in a significantly improved visual appeal of the final generated content, better meeting practical usage needs.
20:58:45
Iranian Army Commander Jahanshahi revealed that, to guard against potential security threats, a large number of troops have been deployed along Iran's northwestern, western, southwestern, eastern, northeastern, and southeastern borders, as well as coastal areas, since the outbreak of the conflict. Various types of Iranian Army combat units, including special forces, rapid reaction forces, mechanized units, and artillery units, have completed their deployment in the border areas and are currently maintaining a very high state of combat readiness. (Source: CCTV International News)
20:48:26
[CITIC Securities: A-shares have begun their second round of recovery] CITIC Securities believes that A-shares have officially begun their second round of recovery. The macroeconomic game triggered by the geopolitical conflict in the Middle East that pushed up oil prices and US Treasury yields has largely settled, with oil prices and long-term US Treasury yields subsequently declining. Domestically, the interest rate environment remains loose, and the RMB exchange rate is also maintaining a stable trend. The market's main focus has returned to the logic of earnings growth, and now is a crucial window for funds to flow back into high-growth sectors. However, it is still necessary to continuously monitor the sustainability of the decline in overseas interest rates and oil prices, as well as the potential external volatility caused by the Fed's FOMC meeting at the end of October. In terms of asset allocation, it is recommended to adopt a balanced and tiered approach. For offensive strategies, priority should be given to sectors with tight computing power supply and potential for price increases (including optical chips, PCB manufacturing, CCL, and server assembly), as well as industrial non-ferrous metals such as copper, aluminum, and tin. For defensive strategies, high-dividend assets can be used as a core holding to hedge against market fluctuations. At the same time, investors can flexibly seize investment opportunities in domestic demand sectors such as agriculture, medical aesthetics, and textiles and apparel, which are driven by policy expectations.
20:05:23
The Ministry of Culture and Tourism recently issued the "15th Five-Year Plan for the Construction of the Public Cultural Service System," which clarifies development goals: By 2030, the balanced development level of public cultural services will continue to improve, the integrated construction of urban and rural public cultural service systems will be comprehensively promoted, and the mechanism for coordinated development among regions will be further improved. The supply mechanism of public cultural services will be further optimized, an open, diversified, and collaborative supply pattern will be basically formed, service efficiency will be significantly improved, and the public's cultural participation and enthusiasm for cultural creation will be further enhanced. The digitalization of public culture will reach a new level, with more abundant digital resource reserves, a continuous improvement in the integration and open utilization of resources, and the accelerated promotion and popularization of new applications and scenarios of smart services. At the same time, the reform of the system and mechanism of public cultural services will achieve remarkable results, the mechanism for directly delivering high-quality cultural resources to the grassroots level will be basically established, the mechanism for social forces to participate in public cultural construction will be more sound, and the innovation and creativity in the field of public culture will be significantly stimulated.
20:05:17
The Ministry of Culture and Tourism recently officially issued the "15th Five-Year Plan for the Construction of the Public Cultural Service System," which explicitly proposes to accelerate the construction of digital infrastructure in the public cultural sector. The plan points out that it is necessary to steadily promote the establishment and improvement of the national smart library system and the national public cultural cloud platform, strengthen the integration and aggregation of various public cultural resources, and coordinate related businesses to solidify the core platform support for the national public cultural digital infrastructure. At the same time, it is necessary to accelerate the research and development of key technical standards in the public cultural sector, support various regions in optimizing and integrating their local public cultural digital service platforms according to unified standards and specifications, and ensure seamless integration with the smart library management system and the national public cultural cloud platform to achieve interconnectivity among various digital infrastructures. Furthermore, the plan encourages local governments to incorporate the construction of public cultural digital infrastructure into the overall layout of local new infrastructure construction, deepen the connection and data mutual recognition with local government service platforms and public service platforms, and create an integrated platform service with full-domain resource sharing and cross-scenario business collaboration. It also encourages public cultural institutions at all levels to carry out digital transformation based on the principles of pragmatism, economy, and efficiency, steadily promote the upgrading of digital service equipment and the iterative upgrading of management systems, and better meet the increasingly diverse public cultural service needs of the public.
19:57:23
[Ministry of Agriculture and Rural Affairs: Vigorously Promote "AI+" Agriculture and Expand Application Scenarios of Drones, IoT, etc.] The Party Leadership Group of the Ministry of Agriculture and Rural Affairs held a meeting on the 20th. The meeting emphasized that cultivating and strengthening the agricultural machinery equipment industry should be a key support for agricultural modernization. It stressed adhering to the development direction of intelligence, greening, and integration, focusing on prominent shortcomings such as high-end intelligent machinery and agricultural machinery suitable for hilly and mountainous areas. It called for concentrating superior resources and efforts to overcome a number of landmark complete machines and key common technologies, accelerating pilot-scale testing and mature application, so that more areas of agricultural production can "have organic machinery available and good machinery available." It also stressed the need to vigorously promote "AI+" agriculture, expand application scenarios of drones, IoT, etc., and better empower modern agricultural development with new productive forces. (Ministry of Agriculture and Rural Affairs)
19:38:58
[Trump: Arlington Reception Plaza to be Transformed into Top-Tier Military Complex/Triumphal Arch at Military Request] (1) Trump said on social media that at the strong request of the U.S. military and for national security purposes, he has agreed to transform the magnificent triumphal arch (Reception Plaza) next to the Arlington Memorial Bridge, which has been planned for many years since the Civil War, into a top-tier military complex/triumphal arch. (2) The facility will be used to house, store, and rapidly deploy a large number of drones, while also deploying snipers on the roof and in the plaza area, and additionally storing and maintaining a large amount of sniper ammunition. (3) He said that there is no similar facility anywhere else in the world. (4) He also said that among the 59 top cities and capitals in the world, Washington, D.C. is the only city in the world without a triumphal arch, but now it will have one, and it will be the greatest one to date.
19:11:54
【BHP Billiton CEO: Over US$10 Billion Invested in Iron Ore in the Next Five Years, Copper Capacity to Expand Continuously for Ten Years】 (1) According to BHP Billiton's WeChat official account, the 15th China International Steel Conference was held in Shanghai on September 19-20, hosted by the China Iron and Steel Association and the Metallurgical Industry Branch of the China Council for the Promotion of International Trade. (2) In his keynote speech, BHP Billiton CEO Brandon Craig pointed out that China's continued investment in advanced manufacturing, renewable energy and digital economy will create new growth momentum and resource demand. (3) He said that steel will remain an important pillar of economic development and industrial competitiveness, and the importance of copper will continue to increase. (4) Regarding iron ore, BHP Billiton expects to invest over US$10 billion in its iron ore business over the next five years to maintain and improve capacity, develop high-quality ore body resources, and upgrade port railway infrastructure. (5) BHP Billiton will fully support Western Australia's iron ore project to achieve an annual capacity of 305 million tons by fiscal year 2028. (6) Regarding copper, BHP plans to continue expanding its copper production capacity over the next decade to support global electrification, energy transition and digital infrastructure development.
18:56:09
[Iranian Military: Any US Attack Will Lead to Iranian Retaliation] On the 20th local time, the Iranian Hatem Anbia Central Command issued a statement saying that intelligence indicates that, in order to cover up its failures and attempt to profit from the war, the United States, after holding a joint meeting in a European country, has decided, with the tacit approval of certain Middle Eastern countries, to take hostile actions against Iran again. The statement warned that if the United States makes any mistakes against Iran, all its bases and interests in the region will suffer continuous, effective, and devastating blows without reservation. The statement also stated that Iran warned countries in the region that if they continue to pursue a "double-dealing policy" towards Iran and cooperate with the enemy, these countries will be considered accomplices; at that time, they will no longer be able to expect the Iranian armed forces to exercise restraint or tolerance. (CCTV News)
18:43:32
[German Institute for Economic Research: German Economic Growth to Slow in Second Half of Year] The German Institute for Economic Research (DIER) released its autumn economic forecast on September 20, significantly raising its 2026 economic growth forecast for Germany from 0.4% to 1.2%. The institute stated that the upward revision was mainly due to the unexpectedly strong economic growth in the first half of this year. However, DIER predicts that "growth momentum will slow again in the second half of 2026." This is attributed to the expiration of special export incentives, high energy prices suppressing private consumption, and the continued crisis in the construction industry, primarily driven by government investment. DIER predicts that German economic growth in 2027 will be slightly below 1%. The institute also warned that the Russia-Ukraine conflict, the Middle East situation, international trade conflicts, and declining water levels in major European rivers could all negatively impact the German economy. Furthermore, influenced by factors such as rising energy prices, DIER predicts that Germany's inflation rate in 2026 will be slightly above 2.5%, while consumption is expected to grow by only 0.3%. (CCTV News)
18:43:14
[Japan's Percentage of People Aged 65 and Over Reaches Record High] Data released by Japan's Ministry of Internal Affairs and Communications on September 20th showed that as of September 15th, the number of people aged 65 and over in Japan was approximately 36.24 million, accounting for about 29.6% of the total population, a record high. The data shows that the number of people aged 65 and over in Japan increased by about 20,000 from the previous year. By gender, there are approximately 15.71 million men and 20.54 million women aged 65 and over. By age group, there are approximately 29.11 million people aged 70 and over, 21.68 million aged 75 and over, and 12.88 million aged 80 and over. The data also shows that by 2025, the number of employed people aged 65 and over in Japan will be approximately 9.43 million, marking the 22nd consecutive year of increase; the proportion of employed people aged 65 and over in the total employed population will be approximately 13.8%, a record high. In terms of industry, the largest number of elderly people are engaged in wholesale and retail trade, approximately 1.31 million. (Xinhua News Agency)
18:26:41
[Pentagon Investigators: A Series of US Mistakes Led to Attack on Iranian Elementary School] According to US sources on the 19th, Pentagon investigators found that intelligence deficiencies, outdated imagery, and over-reliance on artificial intelligence were the causes of the February 28th airstrike on an area containing an elementary school in Minab, Iran, resulting in the deaths of numerous children. The report, citing US officials, stated that although the attacked site was identified as a military facility years ago, commercial satellite imagery had long shown that the site had been repurposed; brightly colored walls and a football field could still be seen in images from 2018. US intelligence analysts had already discovered these changes in 2019 and recorded the relevant information in a system not connected to major military intelligence databases. Furthermore, within the US Central Command, which directed the operation, some personnel over-relyed on Palantir's "Mayven Intelligent System" battlefield intelligence platform. According to US officials, some Central Command personnel had expected the "Mayven Intelligent System" to be able to flag outdated or inconsistent information in the basic intelligence gathered against potential targets. (CCTV News)
18:02:37
[Iran Says US Has No Choice But to Accept Iranian Conditions] Mohsen Rezaei, Secretary of Iran's Supreme National Security Council, stated in an interview with Al Jazeera on September 19 that Iran, through mediators Qatar and Pakistan, has conveyed its negotiating conditions to the United States. Iran's message is clear: "If the United States wishes to extricate itself from the predicament it created and avoid further entanglement, it has no choice but to accept Iran's conditions." Rezaei revealed that the conditions for resuming negotiations include unfreezing frozen Iranian funds, ending the war on all fronts, including Lebanon, refraining from interfering in Iran's internal affairs, prohibiting collusion with domestic opposition forces, and lifting the naval blockade against Iran. (CCTV International News)
17:18:39
[Former Chief of the Royal Navy Warns: Funding Shortages Lead to Worrying Conditions for the Armed Forces; Chancellor May Abandon 3% GDP Defense Target] (1) Former Chief of the Royal Navy General Staff, Admiral Alan West, stated that the British armed forces are in dire straits due to a lack of funding. (2) The Financial Times previously reported that, given the funding shortages, Chancellor of the Exchequer John Healy will abandon the target he set when he was Chancellor of Defence to allocate 3% of GDP to defense by 2030. (3) In an interview with The Daily Telegraph, West pointed out: "Our armed forces have been facing funding shortages for years, and the current situation is very bad." (4) Former Chief of the General Staff of the British Army, General Richard Dannatt, also criticized the British government, saying that Prime Minister Andy Burnham and Chancellor of the Exchequer Healy have an irresponsible attitude towards national security. (5) At the end of June, the British Ministry of Defence announced its long-term defense budget for the next four years, allocating nearly £300 billion (approximately US$400 billion) to develop various areas of the defense industry. (6) Former British Chancellor of the Exchequer Rachel Reeves said that the £4.7 billion has not yet been secured and the specific source of funding will be determined in the autumn budget.
17:11:08
[The head of the E-commerce Department of the Ministry of Commerce introduces the development of my country's e-commerce from January to August 2026] From January to August 2026, my country's e-commerce continued its positive and innovative development, integrating online and offline channels to expand and improve consumption, leveraging digital technology to empower industrial transformation and upgrading, and expanding the number of partner countries for "Silk Road E-commerce," deepening international economic and trade cooperation. According to data from the National Bureau of Statistics, from January to August, the national online retail sales of goods and services increased by 4.6%, with retail sales of goods and services increasing by 4.3% and 5.1% respectively. According to calculations by the Ministry of Commerce, this contributed 1.3 percentage points to the growth of total retail sales of consumer goods and services. Digital and health products saw rapid growth; according to business big data monitoring, from January to August, online retail sales of mobile phones and outdoor clothing increased by 6.8% and 6.9% respectively. Instant retail and online services are deeply integrated into consumption scenarios; according to data from the National Bureau of Statistics, the growth rate of instant retail transactions exceeded double digits from January to August, and the retail sales of tourism and lifestyle services on key e-commerce platforms monitored by business big data increased by 23.8% and 15.6% respectively from January to August. (Ministry of Commerce)
15:58:05
[China's national railways transported 2.69 billion tons of freight in the first eight months of this year] It was learned on the 20th from China State Railway Group Co., Ltd. that from January to August this year, the national railways transported a total of 2.69 billion tons of freight, with an average daily loading of 187,400 wagons, maintaining a high level of operation. This provided reliable transportation support for reducing logistics costs across society and ensuring the stable operation of the national economy. Since the beginning of this year, the railway sector has fully leveraged the advantages of the nationwide railway network and centralized and unified dispatching and command, increasing the transportation of coal from major coal-producing areas in Shanxi, Shaanxi, Inner Mongolia, and Xinjiang, striving to ensure that all coal for power generation is loaded, and fully supporting various regions in meeting peak summer demand. From January to August, the national railways transported 1.389 billion tons of coal, of which 928 million tons were for power generation. Coal reserves at power plants directly supplied by railways nationwide remained at a high level. (CCTV News)
15:39:45
[my country's Steel Industry Enters a New Stage of Quality Improvement and Upgrading] It was learned at the 15th China International Steel Conference on September 20 that my country's steel industry has basically bid farewell to the extensive, scale-expansion model and is now fully entering a new stage of quality improvement and upgrading, focusing on high-end, intelligent, and green development. Jiang Wei, Vice President and Secretary-General of the China Iron and Steel Association, stated at the conference that my country's steel industry is relying on integrated innovation to drive systemic restructuring, achieving a comprehensive transformation in capacity equipment, products and services, and green transformation. "From a broader industrial cycle perspective, my country's steel industry is undergoing a shift from scale expansion to quality competition," Jiang Wei said. He added that the key to responding to changes and achieving quality improvement and upgrading lies in using technological progress as a foundation and driving systemic change through comprehensive integrated innovation. (Xinhua News Agency)
14:21:36
[2026 World Manufacturing Convention Opens in Hefei, Anhui] The 2026 World Manufacturing Convention opened on the 20th in Hefei, Anhui Province. Wang Dongming, Vice Chairman of the Standing Committee of the National People's Congress, attended the opening ceremony and delivered a speech. Wang Dongming stated that manufacturing is the foundation of the real economy and the cornerstone of a nation's strength. Guided by the spirit of President Xi Jinping's congratulatory message to the 2019 World Manufacturing Convention, China has closely cooperated with countries around the world to jointly promote the intelligent, green, and integrated development of manufacturing, making positive contributions to promoting high-quality development and achieving shared benefits in global manufacturing. As a responsible major country, China will work with all parties to seize and address new opportunities and challenges, focusing on stimulating new industrial momentum through technological innovation, shaping new advantages in intelligent manufacturing through artificial intelligence, cultivating a new foundation for transformation through green and low-carbon development, and expanding new development space through open cooperation, jointly painting a beautiful new picture of an intelligent manufacturing world. The convention, themed "Intelligent Manufacturing World, Creating a Better Future," is attended by more than 2,000 guests from over 50 countries and regions worldwide. (Xinhua)
12:37:07
[AI-Driven Electricity Demand Spurs Investment in Long-Term Energy Storage: Cloud Giants Like Google and Meta Invest More in Carbon Dioxide and Iron-Air Batteries] (1) The surge in electricity demand brought about by artificial intelligence has spurred billions of dollars in clean energy investment, including next-generation geothermal power generation and advanced nuclear reactors. (2) Now, major cloud giants are investing more in another clean technology: long-term energy storage batteries. (3) In Arizona, Google's parent company, Alphabet, is collaborating with the Italian company Energy Dome to achieve 10 hours of energy storage using carbon dioxide batteries. (4) Crusoe Energy is collaborating with the startup Form Energy to deploy iron-air batteries; these batteries utilize the chemical reaction between iron, water, and oxygen in the air to complete the storage and release of electrical energy, with a lifespan of up to several days. (5) Meanwhile, Meta has reached an agreement with Noon Energy, another long-term energy storage provider in California, to deploy an energy storage system: by decomposing carbon dioxide into carbon compounds and oxygen, and then reversing the reaction to generate electricity, it can achieve 100 hours of renewable energy storage. (6) Amanda Yang, head of clean energy at Meta, said: “Ultra-long-term energy storage really helps to achieve a clean and stable power supply. Four-hour energy storage can do very little.”
11:52:33
[Tax Revenue Up 5.9% in First Eight Months] The latest tax data released by the State Taxation Administration shows that tax revenue collected by tax authorities nationwide increased by 5.9% year-on-year in the first eight months of this year. Data shows that the Producer Price Index (PPI), which is highly correlated with tax revenue, rose by 2% cumulatively in the first eight months, driving rapid growth in tax revenue calculated at current prices. Meanwhile, the capital market has been generally active this year, with the average daily turnover of A-shares reaching 2.7 trillion yuan in the first eight months, a 72.8% increase compared to the same period last year, leading to rapid growth in related taxes and industry tax revenue. Specifically, securities transaction stamp tax increased by 82%, and personal income tax on restricted stock transfers increased by 59.7%. Tax revenue from the securities industry increased by 65.6% year-on-year, while tax revenue from the insurance industry and other financial industries increased by 14.6% and 18.5% respectively. Tax revenue from other industries was also boosted by increased returns from stock market investments by related companies. In addition, the government has standardized some tax incentives that are not in line with high-quality development or the current situation this year, contributing to the increase in tax revenue. According to reports, from the perspective of taxpayers, tax revenue is mainly contributed by large enterprises, while small and micro enterprises enjoy more tax incentives. For example, value-added tax (VAT) is exempted for small-scale taxpayers with monthly sales below 100,000 yuan, and the actual corporate income tax burden for qualified small and micro-profit enterprises is reduced to 5%. These measures have played a very important role in reducing the tax burden on the large number of small and micro enterprises. Tax data shows that in the first eight months of this year, the top 10,000 taxpayers accounted for nearly half of all tax revenue, and the top one million taxpayers accounted for 90% of all tax revenue, while other enterprises, including small and micro enterprises, accounted for only about 10%. (CCTV News)
11:35:54
[JD.com: 30,000 users nationwide received iPhone 18 Pro series within 1 hour of its launch] (1) Apple's iPhone 18 Pro and iPhone 18 Pro Max officially went on sale on September 18, with a starting price of 9,999 yuan. (2) JD.com data shows that within 1 hour of the launch, 30,000 users nationwide had received the new iPhone 18 Pro series. (3) After the official launch, the first batch of users in dozens of cities, including Beijing, Shanghai, Guangzhou, Shenzhen, and Wuhan, received their new phones early in the morning. (4) JD.com deployed more than 10,000 pre-positioned warehouses and tens of thousands of JD.com offline stores nationwide in advance to prepare the new products in advance to locations closer to consumers, making it convenient for consumers to receive their new phones as soon as possible. (5) 3,000 JD.com Apple product service stations across the country provide services such as data migration and screen protector application; more than 20,000 service reservations were attracted before the launch, and many consumers went to the service stations in advance on the morning of the launch to learn about the activation process, screen protector application, data migration, and China Unicom eSIM application services.
