European semiconductor stocks including STMicroelectronics, Soitec, ASM International (ASMI) and BE Semiconductor (BESI) rose 1-3%.

Ukrainian President Zelenskiy met in Kyiv with a US envoy and Jared Kushner on Sunday; national security chiefs from the UK, France and Germany later joined. Zelenskiy said the US, Ukraine and European partners agreed to hold another meeting, timing and venue to be determined. The US envoy said there had been progress in Moscow and new proposals were brought to Kyiv; Zelenskiy declined to detail them but said discussions also covered a post-war prosperity plan. He said territorial issues, including Russian demands for more of eastern Donbas, should be resolved at leader level. Zelenskiy said Ukraine is prepared for the conflict to extend into another harsh winter and is seeking allied support in a package that includes air-defence reinforcements and energy supplies, notably US LNG.

Key News 1. A total of 360 billion yuan in capital will be raised by eight central financial enterprises to supplement their capital. 2. The People's Bank of China will conduct 500 billion yuan of outright reverse repurchase operations today. 3. Seven departments, including the Cyberspace Administration of China, are exploring 800V high-voltage DC power supply architecture for computing facilities and promoting the deployment of single-rack units exceeding 100 kilowatts. 4. The threshold for qualified individual investors in private equity funds is: financial assets of no less than 5 million yuan or an average annual income of no less than 500,000 yuan in the past three years. 5. The National Energy Administration: In July, a total of 4,276 new registered new energy power generation projects (excluding household photovoltaic) were added nationwide. Individual Stock News 1. Agricultural Bank of China: Plans to introduce China Tobacco and its subsidiaries as strategic investors. 2. Industrial and Commercial Bank of China plans to raise no more than 100 billion yuan to supplement its capital. 3. Zhongji Xuchuang: The actual controller released 1.35 million shares from pledge. 4. Zijin Mining issued an announcement responding to a textual error in its financial report. 5. XCMG: Gross profit margin is expected to maintain a year-on-year growth trend. 6. HGTECH: HGTECH's 100G SFP112 optical module will be showcased at CIOE 2026. 7. Changying Precision: Humanoid robot component deliveries reached approximately 860,000 units in the first half of the year, exceeding the total for last year. 8. Megvii: Plans to establish a joint venture with optical chip company Xingyuan Optoelectronics and others to develop optical devices and optical engines. 9. Weixing Shares: Long-term outlook suggests that the concentration of the apparel accessories industry will gradually increase. 10. Xingye Technology: The China Securities Regulatory Commission (CSRC) has decided to initiate an investigation into the company for suspected violations of information disclosure regulations. 11. *ST Cuihua: Failed to disclose its 2025 annual report by September 6th, triggering a delisting situation. The Shenzhen Stock Exchange will decide to terminate the company's stock listing.