深证成指跌幅扩大至2%，创业板指跌超3%，上证综指现跌0.48%。

BOJ officials will have multiple near-term opportunities to either confirm or temper aggressive market bets on a September rate hike; market pricing implies roughly an 82% probability. Since the July 2024 hike drew heavy criticism, the BOJ governor has emphasized stronger communication. Yen moves remain a key trigger for the bank to signal intent. Daiwa senior economist Kento Minami said the BOJ may avoid an explicit September commitment and instead stress upside inflation risks to imply an earlier hike — a tone markets would treat as endorsement of September. Conversely, repeated emphasis on uncertainty, the need for more data, or assessing the impact of prior tightening would likely be interpreted as a signal to keep rates unchanged in September.

The State Council Information Office will hold a themed briefing in its “Kickoff for the 15th Five-Year Plan” series at 10:00 a.m. on Wednesday, Aug. 26, 2026. Ministry of Industry and Information Technology Vice Minister Xin Guobin will outline efforts to fully implement the 15th Five-Year Plan and accelerate new‑type industrialization, and will take questions.