美元兑日元USD/JPY涨幅达0.3%，报154.790。

German defence minister Pistorius will meet U.S. defence secretary Hegseth in Washington on Tuesday to discuss deeper defence‑industrial cooperation as Europe seeks to replenish shrinking air‑defence missile and long‑range strike inventories. The two are expected to sign an agreement to allow European firms to produce certain U.S. weapons systems under licence, a step Pistorius said would enable faster, larger‑scale production of deterrence and defence systems NATO allies urgently need and strengthen German, U.S. and alliance readiness. Existing arrangements already permit German production of F‑35 fuselage components and PAC‑2 guidance missiles used on Patriot systems.

National Bureau of Statistics data show August new-home prices in first-tier cities fell 0.9% YoY, a 0.2 ppt narrower decline from July. By city: Beijing -2.3% YoY, Guangzhou -1.9%, Shenzhen -2.3%, Shanghai +3.0%. New-home prices in second- and third-tier cities fell 2.7% and 4.1% YoY, respectively, each a 0.1 ppt narrower decline. In the resale market, secondhand prices in first-tier cities fell 2.7% YoY, a 1.0 ppt narrower decline from July; Beijing -3.5%, Shanghai -0.8%, Guangzhou -3.8%, Shenzhen -2.7%. Second- and third-tier secondhand prices fell 4.9% and 5.6% YoY, respectively, each narrowing 0.2 ppt.