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Financial
*The CSRC clarified development goals for the capital market under the 15th Five-Year Plan. Vice Chairman Li Chao said it will further expand sources, channels and access approaches for long-term capital to fully safeguard stable market performance.
*MOFCOM: China and the US are negotiating a framework arrangement for reciprocal tariff cuts covering $30 billion worth of goods.
*NDRC and SAMR issued a notice: operators suspected of cutthroat, disorderly competition in key industrial goods production will receive warning notices, with cost investigations to be launched when necessary.
*Driven by rising crude oil prices, a 25-basis-point ECB rate hike and hotter-than-expected US August PPI, the US 30-year Treasury yield hit its highest level since 2007, while the 2-year Treasury yield marked a peak since July 2024.
Industrial Economy
*Hubei released its 15th Five-Year Plan for Digital Hubei. It targets concentrated R&D on optical communications, high-end chips and high-precision Beidou positioning, and advances original innovation in AI, embodied intelligence and quantum technology.
*China Computing Conference 2026 kicks off tomorrow. It will showcase breakthroughs including domestic computing chips, AI agents and green computing, and host over 10 thematic sub-forums covering AI, embodied intelligence, power-computing coordination, space computing and the Token new economy.
Sep 10 Block Trade Info
*Discount
-OmniVision Integrated Circuits (603501 CH) saw 3 block trades worth 201.84mn at 78.93yuan per share, 1.35pct discount from last closing.
-Sinopack Electronic Tech (003031 CH) saw 21 block trades worth 158.65mn at 108.54yuan per share, 10.00pct discount from last closing.
*Premium
-Tfc Optical Communication (300394 CH) saw 1 block trades worth 196.33mn at 268.94yuan per share, 4.23pct premium from last closing.
For more insights, please visit Orient Futures Singapore’s research platform, Finoview.

