The Nikkei 225 index closed down 396.35 points, or 0.60%, at 65,481.27 on Tuesday, September 29.

Domestic News 1. State Council Executive Meeting: To address current economic problems, the government will increase counter-cyclical adjustments to macroeconomic policies. 2. The Ministry of Industry and Information Technology and seven other departments jointly issued the "15th Five-Year Plan for the Development of the New Battery Industry." 3. The Ministry of Commerce announced details regarding the China-US Trade Council and the "30 billion to 30 billion" reciprocal tariff reduction framework. 4. Ministry of Commerce: China and the US agreed to hold the next China-US Artificial Intelligence Dialogue before the end of November this year. 5. National Bureau of Statistics: Profits of large-scale industrial enterprises nationwide increased by 15.7% from January to August 2026. 6. Shanghai issued local implementation opinions on the reform of the commodity housing sales system: orderly implementation of the sale of existing commodity housing. 7. The People's Bank of China and eight other departments jointly issued the "Guiding Opinions on Financial Support for the Expansion and Quality Improvement of the Service Industry." International News 1. Japan's top foreign exchange official, Jun Mimura, urged the market to pay attention to warnings issued regarding the yen. 2. Leading AI researchers called for regulation of AI with self-improvement capabilities. 3. SpaceX's Starship successfully entered orbit for the first time after experiencing an engine malfunction. 4. Nvidia authorized an additional $150 billion in stock buybacks, bringing the total to $235 billion. 5. Mediators are reportedly to meet separately with the US and Iran, focusing on the revised seven-day Iranian proposal. 6. Qatar reportedly extended its force majeure declaration for liquefied natural gas until November. 7. Trump is expected to announce a $15 billion steel project plan in Iowa.

At its interim results meeting, Lianrui New Materials said in 1H2026 the first phase of its ultrapure spherical powder project for high-performance, high-speed substrates is complete and operating at high capacity utilization. Phase two is under construction and phase three will be accelerated to meet urgent downstream demand from AI, high-performance computing and high-speed communications for critical substrate filler material.