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International
-Foreign Ministry Spokesperson announced that Mohammed, Prime Minister and Minister of Foreign Affairs of Qatar, will pay an official visit to China at the invitation from September 7 to 8.
Finance
-The Ministry of Finance will issue 300 billion yuan of special treasury bonds in the near term to support eight central financial institutions in replenishing their Common Equity Tier 1 (CET1) capital. On the same day, the eight central financial enterprises, namely Industrial and Commercial Bank of China, Agricultural Bank of China, Export‑Import Bank of China, China Export & Credit Insurance Corporation, PICC Group, China Life Insurance (Group) Company, China Taiping Insurance Group and China Reinsurance (Group) Corporation, released their respective capital increase plans.
-As of the end of June, QFIIs/RQFIIs were among the top ten tradable shareholders of 1,724 A‑share stocks. Overseas investors’ holdings in A‑shares stood at nearly 5 trillion yuan, hitting a record high. Since August, multiple institutions including Goldman Sachs and UBS have voiced their views on a frequent basis, arguing that opportunities in China’s stock market are growing and becoming better balanced, and they maintain a positive medium‑to‑long‑term outlook on China’s equity market.
Data
-A global DRAM market analysis report released by Counterpoint Research shows that total global DRAM market revenue in the second quarter of 2026 rose by 385% year‑on‑year and increased by 57% quarter‑on‑quarter.
-According to the China Federation of Logistics and Purchasing (CFLP), China’s Logistics Prosperity Index stood at 50.9% in August, up 0.5 percentage points from the previous month.
Sep 4 Block Trade Info
*Discount
-Jiangsu Shemar Electric (603530 CH) saw 40 block trades worth 341.68mn at 44.25yuan per share, 10.01pct discount from last closing.
-Giant Network Group (002558 CH) saw 39 block trades worth 266.95mn at 25.04yuan per share, 6.98pct discount from last closing.
*Flat
-Wanhua Chemical Group (600309 CH) saw 1 block trades worth 232.14mn at 77.38yuan per share, flat from last closing.
For more insights, please visit Orient Futures Singapore’s research platform, Finoview.

