MOFCOM said China’s Mid-Autumn holiday saw strong consumer demand, adequate supply and stable staple prices. Average daily sales at major retail and catering firms rose 6.1% YoY for the lunar holiday period. A consumer goods trade-in campaign reached 1.907 mln participants and generated 11.53 bln yuan in sales on Sept. 25–26. Foot traffic and turnover at 78 MOFCOM‑monitored pedestrian streets rose 6.4% and 5.1%, respectively. Smart, green and health-focused categories outperformed: smart wearabl

Huatai Securities' A-share strategy sees the market in a consolidation/recovery phase; prior correction has relieved valuation and trading risk, raising the odds of a pre-holiday rebound, but US jobs and PMI releases over the holiday increase event risk. Positioning should favor high earnings visibility and relatively fully digested valuations: within tech, prioritize optical communications, PCB and select domestic compute leaders and cut exposure to earnings-downgrade risk and pure-theme names. Also consider underallocated chemicals and paper chains where price spreads have improved, and use dividend-yielding assets as portfolio stabilizers. Ahead of the holiday keep fundamentally strong core holdings, trim high-volatility trading positions; stock selection matters more than gross exposure.

EU foreign policy chief Kallas said intelligence reports indicate Russia is planning further sabotage.