On Sep. 21 combined turnover on the Shanghai and Shenzhen markets was CNY 2,031.5 bln, down CNY 45.6 bln from the prior session. Shanghai turnover was CNY 946.8 bln (prior CNY 994.2 bln) with volume 502 mln lots (prior 486 mln); Shenzhen turnover was

1. Yichun Times New Energy Mining Co., Ltd. announced that the environmental impact assessment (EIA) approval process for the CATL Jianxiawo lithium mine project has recently been restarted. 2. The State Secretary of the Ministry of Industry and Mineral Resources of Mongolia stated that Mongolia's coal exports have reached 90 million tons to date, and are expected to reach 115 million tons by the end of the year. The country's annual coal export capacity remains between 90 million and 100 million tons. 3. Guangzhou Futures Exchange: The minimum order quantity for lithium carbonate futures contracts has been adjusted to 2 lots. 4. The Ukrainian Minister of Agriculture stated that approximately 30% of Ukrainian farmland is facing water shortages, leading to a delay in the start of winter planting. 5. Sources indicate that Saudi Aramco has informed at least two European refining customers that they will not receive any crude oil quotas next month due to the attack on a key Saudi-to-Red Sea oil pipeline. 6. Zhenyang Development (603213.SH) announced that, in order to reduce operating losses and improve plant performance, the company plans to temporarily shut down its 300,000-ton-per-year vinyl ester new material (PVC) plant. 7. The National Energy Administration and two other departments issued a notice to accelerate the stable production and supply of coal through multiple measures. The notice pointed out that efforts should be made to actively and steadily promote the resumption of production at coal mines, expedite the acceptance of coal mines undergoing joint trial operations, and promote a steady recovery in coal production to provide strong support for economic growth and energy supply. 8. According to an announcement from the National Grain Trade Center, entrusted by China Grain Reserves Corporation Oils & Fats Co., Ltd., a competitive bidding transaction for 543,000 tons of imported soybeans will be organized at 13:30 on September 22, 2026, at the National Grain and Material Reserves Bureau Grain Trade Coordination Center and the national grain trade centers in various provinces (autonomous regions and municipalities) connected to the network. The production years are 2023, 2024, and 2025. 9. Data from shipping survey agency ITS shows that Malaysia's palm oil exports from September 1-20 were 714,012 tons, a decrease of 12.8% compared to 819,141 tons in the same period last month.

German Chancellor Merz: We need determination, resolve, and patience; as party leader and chancellor, I am ready to do that. I take responsibility because I want to push the country forward.