Domestic News:
1. The People's Bank of China (PBOC): At the end of August, broad money supply (M2) balance was 356.81 trillion yuan, a year-on-year increase of 7.5%. Narrow money supply (M1) balance was 115.77 trillion yuan, a year-on-year increase of 4.1%. Currency in circulation (M0) balance was 14.83 trillion yuan, a year-on-year increase of 11.2%. Net cash injection in the first eight months was 736.4 billion yuan.
2. The PBOC: On September 15, it will conduct 500 billion yuan of outright reverse repurchase operations with a term of 6 months.
3. The Ministry of Industry and Information Technology (MIIT) held a symposium on the operation of industrial economies in some provinces, proposing to place greater emphasis on promoting the stable operation of the industrial economy.
4. The General Office of the Guangzhou Municipal People's Government issued the "15th Five-Year Plan for the Development of Guangzhou's Marine Economy," which proposes to focus on expanding the industrial chain in maritime commercial aerospace launch, recovery, testing, and operation and maintenance.
5. GAC Group: Plans to issue shares to acquire a portion of the equity of a joint venture vehicle manufacturer held by FAW Group; its stock is suspended from trading. International News:
1. Three UK municipalities call on the government to recognize the right of self-determination for all parties.
2. Market news: Kioxia Holdings of Japan is considering a $10 billion IPO in the US.
3. According to CNBC: Microsoft releases guidelines to limit the use of its AI models.
4. US Energy Secretary Wright: The US will begin refilling its Strategic Petroleum Reserve (SPR) in the coming months.
5. The yield on the 10-year US Treasury note rose to 5%, the first time in nearly three years.
6. US President Trump: Ukraine has agreed not to attack Russian energy targets, and Russia has agreed to the same.
7. Middle East Situation—
① Houthi rebels in Yemen: Attacked Saudi Arabia's Khamis Mushait airbase.
② Saudi Crown Prince meets with the commander of US Central Command to discuss the latest regional developments.
③ According to the Associated Press: Officials say the attacked Saudi East-West oil pipeline will be largely shut down for several weeks for repairs.
④ Iranian media: Iran will hold large-scale military exercises.
⑤ Trump: Iran wants a quick deal and is open to engaging with Iran.
