UK government expands restrictions on Iran's financial, trade and aviation sectors.

1. 广东省住建厅于9月8日召集房企座谈，了解新政对房企各类项目的影响。 2. 一线城市住宅租金“六连涨”，上海热门房源要“拼手速”。 3. 上海"十五五"城市更新规划定调，留改拆并举以保留修缮为主。 4. 北京8月新房网签0.31万套，同比增长10.3%。 5. 河南：加大住房消费支持力度，因地制宜实施购房补贴、贷款贴息。 6. 深圳华强南西片区旧改确认实施主体，654户业主签约历时16年。 7. 龙湖前8月合同销售额208.4亿元，运营及服务收入181.8亿元。 8. 河南九部门发文：商品住宅库存去化周期18个月以上暂停宅地出让。 9. 英国房价8月同比转跌，为2023年11月来首次。

Expectations the US may impose tariffs on refined copper and ongoing supply tightness pushed copper to fresh records, with LME copper rising for a fourth straight session to $14,617/tonne. Prices are up about 17% year-to-date as constrained mine output meets stronger demand from data centers, renewable-energy equipment and power grids. Anticipation of tariffs has driven a surge of refined copper into the US, draining LME stocks, triggering severe tightness last month and leaving the futures curve deeply backwardated, signalling physical shortage.