The main contract for the container shipping index (European route) rose more than 8.00% intraday, currently trading at 2968.5 points.

China National Bureau of Statistics chief statistician Yu Weining said Jan–Aug 2026 profits at industrial enterprises above designated size in high-technology manufacturing rose 54.7% YoY, 39.0 percentage points faster than all industry. Driven by accelerated compute infrastructure build, optical fiber and optical cable manufacturing profits rose 5.3‑fold and 1.0‑fold respectively. In computing and optoelectronics, profits at computer assembly, computer peripherals, industrial control computers & systems, and communication systems equipment manufacturers rose 3.9‑fold, 2.6‑fold, 1.3‑fold and 48.7% Instrumentation and new medical instrument manufacturing respectively. accelerated: navigation/surveying/meteorological/marine instruments up 2.2‑fold and dental medical devices up 70.2%.

Key News 1. China and the US reach an eight-point consensus. 2. The People's Bank of China: Monetary policy tools will be comprehensively utilized and adjusted as needed to maintain ample liquidity. 3. "Localized" regulation is becoming stricter; some small banks are reducing their existing cross-regional deposits. 4. Beijing Municipal Commission of Housing and Urban-Rural Development and other departments: Pre-sale of commercial housing requires completion of the building structure; priority will be given to selling completed properties. Stock News 1. Montage Technology successfully mass-produces DDR5 fifth-generation RCD chips. 2. Hengtong Optic-Electric: Plans to raise no more than RMB 6.636 billion through a private placement for optical communication and energy interconnection projects. 3. Shanghai Stock Exchange releases Q3 earnings report disclosure schedule; Advanced Materials Group takes the lead. 4. Guangdong Chip Semiconductor: Online subscription rate is approximately 0.042%. 5. Hisun Pharmaceutical: Innovative drug HSK42360-Na tablets included in the breakthrough therapy program. 6. Chutianlong wins bid for digital RMB hard wallet management system project. 7. Zhongji Xuchuang: The share repurchase has been completed, with a total payment of RMB 4.997 billion. 8. Montage Technology: The third largest shareholder, WLT, plans to reduce its holdings by no more than 2.33 million shares. 9. Yuanjie Technology: The first, second, third, and fifth largest shareholders plan to reduce their holdings by a total of 288,500 shares. 10. Seres: The largest shareholder, Chongqing Xiaokang Holdings, and its concerted parties increased their holdings by 4.1501 million shares between July 15 and September 24. 11. Baogang Steel won the bid for the procurement of H-beams for marine engineering in the first medium-deepwater large-scale offshore oilfield construction project of a central enterprise. 12. China Life Insurance: Plans to invest no more than RMB 4.5 billion to participate in the establishment of a partnership to invest in high-quality unlisted equity in the fields of artificial intelligence and semiconductors. 13. Huilv Ecology: Plans to invest RMB 309 million to build the Junheng Technology R&D and production base project, adding a production line with an annual output of 2 million high-speed optical modules. 14. Changan Automobile established an AD Collaborative Development Department; Avita and DeepBlue began substantive integration. 15. Zhongci Electronics: The company's upstream raw material supply has been fully localized and can meet the company's needs. 16. Dongfang Zhongke, which has seen two consecutive daily price limits: Revenue from related vector network analyzers and their accessories, software, and solutions accounts for a relatively small proportion of total revenue.