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International
 
-On the afternoon of September 23, President Xi Jinping left Beijing by special plane for a state visit to the United States at the invitation of US President Donald Trump.
 
Industry
 
-Market sources suggest that a nationwide interest subsidy policy will be rolled out. Under the policy, the Ministry of Finance will provide an interest subsidy of 20-50 basis points (BP), while local governments will offer another 20-50 basis points. The combined subsidy could reach up to 100 basis points, bringing the lending rate for first-home mortgages down to 2%.
 
-In an exclusive interview with CCTV, Tesla CEO Elon Musk stated that the per-computing-power output performance of China’s large AI models is nearly world-leading. In roughly two to three years, China will be able to close the computing power gap by leveraging lithography technology and chip manufacturing.
 
Data
 
-In 2025, China’s outward direct investment (ODI) flow reached US$213.58 billion, rising by 11.1% year on year. Its outward direct investment stock stood at US$3.4 trillion, ranking among the world’s top three for nine consecutive years.
 
-According to the latest report from International Data Corporation (IDC), global shipments of handheld smart cameras exceeded 5.88 million units in Q2 2026, up 57% y/y. Sales revenue reached nearly 15.7 billion yuan, up 50% y/y.
 
Sep 23 Block Trade Info
 
*Discount
 
-Mindray Bio-Medical Electronics (300760 CH) saw 2 block trades worth 165.88mn at 156.42yuan per share, 0.17pct discount from last closing.
 
-Xinhongye Wire & Cable (301310 CH) saw 28 block trades worth 86.72mn at 50.04yuan per share, 10.00pct discount from last closing.
 
-Giant Network Group (002558 CH) saw 2 block trades worth 53.99mn at 23.60yuan per share, 3.00pct discount from last closing.
 
For more insights, please visit Orient Futures Singapore’s research platform, 繁微.

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