1. 山西焦煤8月27日公告，公司所属西曲矿因安全事故，于2026年8月5日起停产。近日，公司收到太原市应急管理局和太原市地方煤矿安全监督管理局《关于批准山西西山煤电股份有限公司西曲矿恢复生产的通知》，同意西曲矿恢复生产。 2. 行业人士表示，多达70艘船只在多瑙河苏利纳运河附近等待进入乌克兰港口装载出口粮食。俄罗斯的袭击有效地封锁了乌克兰的黑海港口，迫使一些货船改道至处理能力低很多的多瑙河港口。 3. 据沐甜科技，8月23日，受台风“紫檀”强降雨影响，大新制糖公司所辖蔗区发生洪涝，部分蔗田被淹，甘蔗出现倒伏、受淹等灾情。 4. 据隆众资讯，本周国内纯碱厂家总库存187.27万吨，较周一增加0.27万吨，涨幅0.14%。其中，轻质纯碱101.7万吨，环比下降0.96万吨，重质纯碱85.57万吨，环比增加1.23万吨。 5. 世界铂金投资协会中国市场拓展负责人张文斌认为，铂供应长期短缺的逻辑未改。2026年全年，考虑到矿产端新增产能有限以及需求韧性，市场仍存在9.2吨的供需缺口。 6. 据Mysteel统计，截至本周（8月27日），33家样本锂矿贸易商锂矿现货库存14.9万吨，环比上周下

Japan’s Financial Services Agency is increasing oversight of internet banks and other lenders offering ultra‑long mortgages as the housing market heats up. Loans with terms up to 50 years are becoming more common among lower‑income young buyers; the traditional maximum was 35 years. The regulator said it is concerned repayment risk will rise if interest rates increase or borrower incomes fall and will step up monitoring and, where needed, engage banks directly. Lenders including SBI Shinsei Bank and Rakuten Bank now offer 40–50‑year loans; borrowers on 50‑year floating‑rate mortgages face longer exposure to rate rises. The Bank of Japan is widely expected to continue tightening policy, which the FSA says could pressure borrowers who judged affordability on initially low monthly payments.

HKEX will launch weekly and monthly options on Xiyin International Holdings Limited (00625.HK) on the company's Hong Kong listing date, 1 Sep 2026. Derivative warrants linked to the stock may be listed that day, and Xiyin will be added to the designated securities list for short selling effective on its listing date.