日本5年期国债收益率下跌2.0个基点，至2.230%。日本30年期国债收益率下跌4个基点，至3.980%。

1. 多家头部厂商密集上调产品价格，电池涨价潮加速蔓延。 2. 两部门：进一步规范汽车企业供应商账期管理。 3. 工信部：对应付账款规模大、故意拉长账期或投诉较多的汽车企业，联合相关部门开展约谈并督促整改。 4. 中汽协：2026年7月我国汽车整车进口4.3万辆，同比下降12.8%。 5. 最高法明确自动驾驶汽车责任承担规则，对虚假宣传进行规制。 6. Omdia：预计2026下半年中国面板厂商将占全球汽车显示屏出货量的65%。 7. 乘联分会崔东树：9月各品牌集中促销，非全面“价格战”的开端。 8. 乘联分会：8月狭义乘用车市场零售销量154.1万辆，同比下降23.6%，环比增长5.5%。 9. 乘联分会：高油价持续加速“油电替代”的节奏，新能源渗透率持续突破新高。 10. 乘联分会崔东树：1-8月纯电动车型降价31款，较同期减少33款。 11. 奥迪中国分治方案基本敲定，上汽奥迪只留AUDI。

China’s Beijing Stock Exchange (BSE) has approved the first eight actively managed, open‑end thematic funds with a three‑month holding‑period mechanism, clearing the way for near‑term issuance. Managers include Huaxia, Huitianfu, E Fund, Southern Asset Management, Harvest, East Money, Fullgoal and CITIC JianTou. The products target high‑quality, innovative small‑and‑mid‑caps on the BSE. Compared with earlier two‑year periodic open thematic funds, these require only a three‑month minimum holding before investors can redeem, materially shortening investor lock‑up and increasing allocation flexibility. Industry participants say the funds expand public mutual fund access to the BSE, should prompt fund managers to boost BSE research and product allocation, and may introduce incremental and institutional medium‑to‑long‑term capital that supports market liquidity.