Topic: The Federal Reserve starts a cycle of interest rate cuts, institutions expect to cut interest rates again in October and December, optimistic about gold performance
1. U.S. President Trump extended the TikTok ban on Tuesday to December 16. Foreign Ministry spokesman Lin Jian said at yesterday's regular press conference that China's competent authorities have introduced relevant information on TikTok issues.
2. Data from the Ministry of Finance show that from January to August, the national general public budget revenue was 148.198 billion yuan, up 0.3% year-on-year. 1-8 Monthly stamp duty on securities transactions was 118.7 billion yuan, up 81.7% year-on-year. According to calculations, stamp duty on securities transactions in August increased by 226% year-on-year and 66% month-on-month.
3. The Chief Executive of the Hong Kong Special Administrative Region, Li Jiachao, delivered a new policy address at the Legislative Council of the Hong Kong Special Administrative Region on the 17th. Li Jiachao said that exploring shortening the stock settlement cycle to T+1; promoting more overseas companies to come to Hong Kong for secondary listings; and Hong Kong accelerating the establishment of an international gold trading market.
4. On September 17, local time, the EU High Representative for Foreign Affairs and Security Policy, Kalas, announced a series of measures to impose sanctions on Israel. Including the partial suspension of trade-related matters in the EU-Israel Association Agreement.
1. At the press conference of the State Council Information Office held yesterday afternoon, relevant officials said that they will continue to strengthen support for the construction of projects in the fields of elderly care, culture, tourism and sports to meet the people's needs for high-quality life.
2. The Ministry of Industry and Information Technology publicly solicited opinions from the public on the mandatory national standard for the "Safety Requirements for Intelligent Connected Vehicle Combination Driving Assistance Systems". It mentioned that the standard requires the system to have hand disengagement detection and line of sight disengagement detection capabilities. Once the driver's hand disengagement or line of sight disengagement occurs during system activation, the system should issue a prompt and alarm, and the driver fails to respond to the system alarm in time. Controlled exit from the activation state.
3. As of yesterday, the cumulative turnover of A shares during the year reached 280 trillion yuan, an increase of 109% compared with 134 trillion yuan in the same period last year; the average daily turnover of A shares during the year was 1.61 trillion yuan, an increase of 107% compared with 0.78 trillion yuan last year.
4. The World Trade Organization released the "2025 World Trade Report" on the 17th, predicting that by 2040, artificial intelligence is expected to significantly promote global trade and GDP growth.
5. The Silicon Industry Branch of China Nonferrous Metals Industry Association issued a document stating that the transaction price range of n-type polysilicon re-charging this week was 51,000 - 55,000 yuan/ton, and the average transaction price was 53,200 yuan/ton, a month-on-month increase of 8.57%. The average transaction price of n-type particulate silicon increased by 3.13% month-on-month.
6. Lidar is one of the core components ofrobots. Since the beginning of this year, orders from Lidar companies have increased significantly due to strong demand in the robot market. Data shows that the size of China's lidar market is expected to reach 24.07 billion yuan in 2025 and further increase to 43.18 billion yuan in 2026.
7. The Comprehensive Department of the State Food and Drug Administration issued a notice on carrying out the second phase of pilot work of personalized cosmetics services. The State Food and Drug Administration decided to carry out the second phase of pilot work of personalized cosmetics services in some areas.
8. The General Office of the People's Government of Henan Province issued the "Implementation Plan for the" Two Highs and Four Efforts "of Financial Services in Henan Province", which proposed to increase the investment of first loans, renewal loans, and credit loans for private enterprises, and strive to reach 2.4 trillion yuan in the province's private economic loan balance by the end of 2025.
1.Tianpu shares announced that there is uncertainty in the change of company control rights and shares will resume trading on September 18.
2.Hengrui Pharmaceutical announced that the marketing application for reicontrastuzumab injection for the treatment of breast cancer patients for new indications has been accepted and included in the priority review.
3.Ping An of China announced that it will complete stock purchases in 2025 in its long-term service plan.
4.Top Group announced that the actual controller and vice chairman had terminated the reduction plan in advance.
5.Heisei Information Announcement, pre-winning the bid for 170 million yuan artificial intelligence computing power technical service project.
6.Zhifei Biotech announced that the innovative drug CA111 injection has been approved for clinical trials in adult patients who are overweight or obese.
7.China Resources Sanjiu announced that it plans to invest no more than 10 billion yuan in bank wealth management products with its own funds.
8.Dongshan Precision announced that the current tight supply situation in the optical chip market will not be alleviated in the short term, and Sols will focus on the demand for 1.6T optical modules from the world's top technology customers in 2027.
9.Anke Biotech announced that PA3 -17 injection, a joint-stock company, has been approved to enter the pivotal Phase II clinical trial. It is the world's first autologous CAR-T cell therapeutic product targeting CD7 to be approved for clinical trials of new drugs.
10.Maiwei Biotech announced that it will sign an exclusive license agreement with Kalexo and receive up to US$1 billion in advance payments and milestone payments.
11.Yongding announced that the controlling shareholder Yongding Group plans to reduce its shares in the company by no more than 3%.
12.Changchun High-tech announced that Jinsai Pharmaceutical will obtain exclusive agency rights for three products in the mainland of China.
13.Pinming Technology announced that it planned to change control rights and suspended its shares.
14.Haozhi Electromechanical(Rights Protection) announced that director Xiao Yonglin plans to reduce his shares by no more than 290,000 shares.
15.Xinhan Xincai announced that the controlling shareholder and actual controller plan to reduce the company's shares by no more than 2%.
16.Huahai Pharmaceutical announced that its subsidiary has obtained approval from the U.S. FDA to carry out the Phase I clinical trial of HB0043 for injection.
17.Xingye Technology announced that it has signed a strategic cooperation agreement with Suzhou Nengstar to jointly develop flexible electronic skin.
18.ST Ningke(Rights Protection) announced that stocks will be subject to delisting risk warnings and other risk warnings will continue to be implemented. Trading will be suspended for one day starting today.
19.Zhongji Xuchuang announced that specific shareholders and their concerted actions reduced their holdings of 4.6341 million shares from July 1 to September 17.
1. The Federal Reserve cut interest rates by 25 basis points as scheduled. This is also the second time that the Federal Reserve has announced a rate cut in nine months after December 2024. The dot chart shows that interest rates will be cut by another 50 basis points in 2025.
2. Powell hinted that the Federal Reserve is shifting its policy focus from inflation to employment. Powell said the Fed's policies have always focused on targeting inflation and are now moving in a more neutral policy direction. The U.S. labor market is cooling, and it's time to take this into account in policy formulation.
3. The three major U.S. stock indexes closed mixed, with the Dow rising 0.57%, the Nasdaq falling 0.33%, and the S & P 500 falling 0.1%. Most popular Chinese stocks rose, with the Nasdaq China Golden Dragon Index closing up 2.85%. Baidu rose more than 11%, NIO rose more than 6%, and Alibaba, Beili Beili, and Ideal Car rose more than 2%.
4. International oil prices fell. WTI October futures closed at US$64.05 per barrel, a decrease of 0.73%. Brent November futures closed at $67.95 a barrel, a decrease of 0.76%.
5. The Bank of Canada lowered its benchmark interest rate by 25 basis points to 2.50%, in line with expectations. In addition, many countries in West Asia announced interest rates, with Saudi Arabia, United Arab Emirates, Qatar and Kuwait all cutting interest rates by 25 basis points.
6. It is reported that South Korea and the United States have differences on specific plans for investing US$350 billion in the United States. Trade negotiations have entered a "tug-of-war" and are moving forward with difficulty.
1. Nvidia, Amazon and others jointly invest in robot start-ups
According to media reports, robot startup Dyna Robotics announced that it has completed a US$120 million (approximately 850 million yuan) Series A financing. After this round of financing, the company's valuation exceeded US$600 million (approximately 4.27 billion yuan).Industry giants such as Nvidia, Amazon, Samsung and LG participated in the financing. Investors included investment funds focusing on robotics, Robostrategy, CRV, and First Round Capital, led the investment, and Salesforce Venture, Nvidia, Amazon, Samsung and LG Technology Ventures participated.
A recent research report by Minsheng Securities said that the robot sector will usher in a heavy catalyst in the fourth quarter, and the T-chain will become the core line. In terms of capital, Yushu Technology will submit IPO application materials in the fourth quarter of this year. Zhiyuan Robot will be the ownerof Shangwei New Materials, Leju Robot will complete the share reform, and the securitization process of the leading domestic humanoid mainframe factory is accelerating and is becoming a new catalyst for sector sentiment.
2. The Ministry of Commerce and other nine departments issued "Several Policies and Measures on Expanding Service Consumption"
Recently, the Ministry of Commerce and other nine departments issued the "Several Policies and Measures on Expanding Service Consumption" proposing 19 measures in five aspects, including attracting more overseas people to enter the country for consumption. Orderly expand the scope of unilateral visa-free countries, optimize and improve regional entry visa-free policies, continue to optimize visa policies for foreigners to come to China and facilitation measures such as communication, accommodation, and payment, and issue visas for more qualified people for more times in five years. Strengthen the international promotion and promotion of my country's cultural tourism resources, give full play to the advantages of traditional cultural resources such as food, traditional Chinese medicine, cultural relics and monuments, and encourage travel agencies and online travel platforms to launch a number of special tourism routes suitable for foreigners.
Recently, the domestic tourism market has continued to benefit from policies.AVIC Securities released a research report saying that driven by policy support, transportation capacity guarantee and demand upgrades, the tourism market is expected to continue to be booming during the Golden Week of this year. Recommended attention: 1. Natural scenic spots and comprehensive operations;2. Hotel accommodation and platform services;3. Cultural tourism, performing arts and content IP.
Amron: The company's revenue from robotic force sensor products accounts for a very low proportion of its main business revenue.
Haun Automobile and Electric Power: Products in the robot business field are still in the research and development stage and have not generated revenue yet.
Zhonghuan Hailu(rights protection): There have been no major changes in the company's recent operating conditions and internal and external operating environment.
Tianpu Shares: The verification of stock trading suspension has been completed and trading will resume tomorrow.
4.Shanghai Construction Engineering Corporation: The company's gold business income accounts for a low proportion of the company's operating income.
Yongding Shares: Controlling shareholder Yongding Group plans to reduce its shareholding in the company by no more than 3%.
Real Madrid Technology: Ma Rongfen, one of the controlling shareholders and actual controllers, plans to reduce the company's holdings by no more than 0.85% shares.
Zhanpeng Technology: Shareholders plan to reduce their shares in the company by no more than 3.18% in total.
Qixia Construction: ShareholderNanjing Gaoke plans to reduce its shareholding in the company by no more than 3%.
Laishen Tongling: Shareholder Ningbo Ningju plans to reduce its shareholding in the company by no more than 1%.
Huapei Power: It plans to repurchase shares between 10 million yuan and 20 million yuan.
Maiwei Biotech: By signing an exclusive license agreement with Kalexo, the company will receive up to US$1 billion in advance payments and milestone payments.
High-tech University of Technology: Signed a strategic cooperation agreement with China Coal Mining Construction Group.
Changhua Group: Received a designated development notice from domestic automobile companies, and the total sales amount during the life cycle is estimated to be approximately 280 million yuan.
Mercedes-Benz Information: The pre-bid bid for an artificial intelligence computing power technology service project of approximately 170 million yuan.
Pinming Technology: Planning major matters may lead to changes in company control and stock suspension.
Jin Hyundai: Trading in cash convertible bonds will stop after the market closes on September 18.
Hengrui Pharmaceutical: HRS-5635 injection has been included in the public list of proposed breakthrough treatment varieties.
Ping An of China: Stock purchase is completed in the long-term service plan for 2025.
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