中國南方航空股份(01055.HK)：2026年8月，本集團客運運力投入同比上升3.61%，其中國內和國際分別同比上升1.77%和9.57%，地區同比下降3.67%

A Sydney‑listed nickel company said drought linked to El Nifio has forced it to suspend a ramp‑up at its Excelsior nickel‑cobalt plant in Sulawesi, which will run at about 30% of nameplate capacity while water restrictions persist. The firm said its other plants were not affected. Indonesia — roughly 60% of global nickel supply — is in severe drought, raising the risk of tighter global nickel markets. Earlier this month Morowali Industrial Park (IMIP), where much of the company’s operations sit, warned that without new water sources overall output at the park could fall 30–40%. IMIP producers are also facing higher sulfur costs; sulfur is a key reagent for HPAL plants such as Excelsior.

Shenzhen Real Estate Intermediary Association data show 1,395 second‑hand homes were recorded last week, up 9.4% week‑on‑week and the highest in roughly four weeks; second‑hand residential units totaled 1,272, up 7.8% WoW. Shenzhen Beike Research Institute monitoring shows Sept.1–13 new‑home bookings at Beike partner stores rose 26% versus the same period in August, while resale contract signings rose 22% versus that August period. Beike says recent property measures have lowered purchase thresholds and boosted activity among first‑time and improvement buyers; higher cost‑performance listings entering the market have helped unblock replacement chains, lifting new buyer arrivals and viewings. Some buyers report a narrowing of bargaining room in the resale market. Shanghai E‑House deputy director Yan Yuejin said the 40‑year loan term is a policy cap, not mandatory; buyers can negotiate repayment schedules with banks or shorten cycles via early repayment. He said the policy’s core aim is to ease the initial five‑year repayment bottleneck and enable more reasonable demand to access credit, with room for operational flexibility.