<style id="elementor-post-38861">.elementor-38861 .elementor-element.elementor-element-239077a4{--display:flex;}.elementor-widget-text-editor{font-family:var( --e-global-typography-text-font-family ), Sans-serif;font-size:var( --e-global-typography-text-font-size );font-weight:var( --e-global-typography-text-font-weight );letter-spacing:var( --e-global-typography-text-letter-spacing );color:var( --e-global-color-text );}.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:var( --e-global-color-primary );}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap, .elementor-widget-text-editor.elementor-drop-cap-view-default .elementor-drop-cap{color:var( --e-global-color-primary );border-color:var( --e-global-color-primary );}.elementor-widget-button .elementor-button{font-family:var( --e-global-typography-accent-font-family ), Sans-serif;font-size:var( --e-global-typography-accent-font-size );font-weight:var( --e-global-typography-accent-font-weight );background-color:var( --e-global-color-accent );}.elementor-38861 .elementor-element.elementor-element-a8fe7a5 .elementor-button{background-color:#CCBE96;}@media(max-width:1600px){.elementor-widget-text-editor{font-size:var( --e-global-typography-text-font-size );letter-spacing:var( --e-global-typography-text-letter-spacing );}.elementor-widget-button .elementor-button{font-size:var( --e-global-typography-accent-font-size );}}@media(max-width:1024px){.elementor-widget-text-editor{font-size:var( --e-global-typography-text-font-size );letter-spacing:var( --e-global-typography-text-letter-spacing );}.elementor-widget-button .elementor-button{font-size:var( --e-global-typography-accent-font-size );}}@media(max-width:767px){.elementor-widget-text-editor{font-size:var( --e-global-typography-text-font-size );letter-spacing:var( --e-global-typography-text-letter-spacing );}.elementor-widget-button .elementor-button{font-size:var( --e-global-typography-accent-font-size );}}/* Start custom CSS for text-editor, class: .elementor-element-1cfa91de */.elementor-38861 .elementor-element.elementor-element-1cfa91de a {
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}/* End custom CSS */</style>{"id":38861,"date":"2026-09-29T09:15:58","date_gmt":"2026-09-29T01:15:58","guid":{"rendered":"https:\/\/www.orientfutures.com.sg\/?p=38861"},"modified":"2026-09-29T09:19:24","modified_gmt":"2026-09-29T01:19:24","slug":"morning-brief-2026-09-29","status":"publish","type":"post","link":"https:\/\/www.orientfutures.com.sg\/zh\/research\/morning-brief-2026-09-29\/","title":{"rendered":"Morning Brief 2026-09-29"},"content":{"rendered":"<span class=\"span-reading-time rt-reading-time\" style=\"display: block;\"><span class=\"rt-label rt-prefix\">Reading Time: <\/span> <span class=\"rt-time\"> &lt; 1<\/span> <span class=\"rt-label rt-postfix\">\u5206\u949f<\/span><\/span>\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"38861\" class=\"elementor elementor-38861\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-239077a4 e-flex e-con-boxed e-con e-parent\" data-id=\"239077a4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1cfa91de elementor-widget elementor-widget-text-editor\" data-id=\"1cfa91de\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\" data-olk-copy-source=\"MessageBody\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\" data-olk-copy-source=\"MessageBody\"><div data-ogsc=\"\" data-olk-copy-source=\"MessageBody\"><div data-ogsc=\"\" data-olk-copy-source=\"MessageBody\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><div data-ogsc=\"\"><strong>Financial<\/strong><\/div><div data-ogsc=\"\">\u00a0<\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">*China\u2019s State Council weekly meeting: Step up counter-cyclical macro policy adjustments to deliver annual economic and social targets. Continue to study and reserve measures to boost domestic demand.<\/span><\/div><div data-ogsc=\"\">\u00a0<\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">*Some Hong Kong-based Chinese brokerages start unwinding legacy mainland businesses. Guotai Junan International has restricted account deposits and buy orders.<\/span><\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">Industrial Economy<\/span><\/div><div data-ogsc=\"\">\u00a0<\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">*Seven authorities issued the 15th Five-Year Plan for new battery industry development. By 2030, solid-state batteries will achieve initial large-scale adoption. The plan aims to foster leading new battery firms and support mergers &amp; acquisitions.<\/span><\/div><div data-ogsc=\"\">\u00a0<\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">*NVIDIA boosts share repurchase authorization by $150bn, bringing the total buyback plan to $235bn.<\/span><\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">International<\/span><\/div><div data-ogsc=\"\">\u00a0<\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">*The US and Iran may hold talks via mediators in the next two days. Negotiations are expected to center on Iran\u2019s \u201c7-day plan\u201d proposed at last week\u2019s UN General Assembly.<\/span><\/div><div data-ogsc=\"\">\u00a0<\/div><div data-ogsc=\"\"><strong>Sep 28 Block Trade Info<\/strong><\/div><div data-ogsc=\"\">\u00a0<\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">*Discount<\/span><\/div><div data-ogsc=\"\">\u00a0<\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">-Shiyuan Electronic Tech (002841 CH) saw 36 block trades worth 242.83mn at 40.67yuan per share, 9.50pct discount from last closing.<\/span><\/div><div data-ogsc=\"\">\u00a0<\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">-Beitou Tech (600936 CH) saw 5 block trades worth 112.87mn at 3.88yuan per share, 9.98pct discount from last closing.<\/span><\/div><div data-ogsc=\"\">\u00a0<\/div><div data-ogsc=\"\"><span data-blocked-bgimage=\"initial\" data-ogsc=\"\">-Valin Steel (000932 CH) saw 1 block trades worth 109.52mn at 3.40yuan per share, 1.45pct discount from last closing.<\/span><\/div><\/div><div data-ogsc=\"\">\u00a0<\/div><div data-ogsc=\"\">For more insights, please visit Orient Futures Singapore&#8217;s research platform, <a href=\"http:\/\/www.finoview.com.sg\/\" target=\"_blank\" rel=\"noopener\">\u7e41\u5fae<\/a>.<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a8fe7a5 elementor-widget elementor-widget-button\" data-id=\"a8fe7a5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/www.orientfutures.com.sg\/wp-content\/uploads\/2026\/09\/Morning-Brief-2026-09-29.pdf\" target=\"_blank\" rel=\"nofollow\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Download PDF<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p><span class=\"span-reading-time rt-reading-time\" style=\"display: block;\"><span class=\"rt-label rt-prefix\">Reading Time: <\/span> <span class=\"rt-time\"> &lt; 1<\/span> <span class=\"rt-label rt-postfix\">\u5206\u949f<\/span><\/span>Today&#8217;s Morning Brief covers China&#8217;s latest policy signals to support domestic demand, developments in the new battery industry roadmap, NVIDIA&#8217;s expanded share repurchase programme, and the latest updates on potential U.S.-Iran talks.<\/p>","protected":false},"author":3,"featured_media":38865,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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