國際油價續升 紐約期油收報約90美元Microsoft's stock price rose more than 37% in the third quarter
紐約期油主力合約升百分之一點零七，收報每桶九十點三四美元，全月升百分之九點八二，第三季累升百分之三十八點零八；布蘭特期油升百分之一點七九，收報九十七點八八美元，第三季累升近五成。Market value increased by more than $1 trillion in one quarter; during the same period, Apple rose more than 15%, Nvidia rose more than 14%, Tesla fell more than 15%, and Intel fell more than 13%.
每日经济新闻 2026-10-01 07:45:36
每经记者｜陈晴 每经编辑｜段炼 陈柯名 王晓波
标题点睛
英国海上贸易行动办公室30日通报称，收到霍尔木兹海峡内三起事件的延迟报告。经英国海上贸易行动办公室核实，在这三起事件中，一艘液化天然气运输船、一艘驶入海峡的油轮和一艘原油油轮均遭不明射弹击中。英国海上贸易行动办公室表示，有关部门正在调查上述事件，并建议船只通过霍尔木兹海峡时保持谨慎，如发现可疑活动，应及时向英国海上贸易行动办公室报告。
自2003年美国发动伊拉克战争，历时23年，美国结束在伊拉克军事存在。当地时间9月30日，美国总统特朗普在其社交媒体平台“真实社交”上发帖称，他很高兴地宣布，最后一批美军正在撤离伊拉克。特朗普称，“这一切持续太久了，正是当初非常糟糕的决策让我们陷入这场泥潭，但很快这一切都将成为历史。”
美股三大指数收盘涨跌不一，纳指涨0.24%，9月份累涨1.86%，三季度累涨2.47%；标普500指数跌0.25%，9月份累跌0.45%，三季度累涨2.03%；道指跌0.86%，9月份累跌4.29%，三季度累跌2.7%；大型科技股多数上涨，英特尔涨超3%，亚马逊、SpaceX、苹果涨超1%，谷歌、英伟达、特斯拉、微软小幅上涨；奈飞跌超1%；其中，微软三季度大涨超37%，市值增加超1万亿美元；苹果三季度涨超15%，英伟达三季度涨逾14%，特斯拉三季度跌超15%，英特尔三季度跌超13%；中概股多数上涨，纳斯达克中国金龙指数涨0.60%，霸王茶姬、好未来、禾赛科技涨超2%，哔哩哔哩、理想汽车、京东涨超1%，世纪互联、富途控股跌超2%。
国际油价集体收涨，美油主力合约涨1.07%，报90.34美元/桶，月涨9.82%，三季度涨38.08%；布油主力合约涨1.79%，报97.88美元/桶，月涨13.21%，三季度涨49.63%。
1 隔夜市场
当地时间9月30日，高盛集团表示，周三美国公布的通胀数据再加上纽约联储行长约翰·威廉姆斯的讲话令其现在认为美联储10月已不太可能加息。经济学家Jan Hatzius、David Mericle和Alec Phillips等人在一份研报中称，根据最新的通胀报告预计第四季核心PCE同比增速在3.0%，明显低于FOMC参与者3.4%的预测中值。该行因此将第二次加息预期推迟至12月，同时认为FOMC最终认定没有必要进一步加息的可能性很高。
国际贵金属价格集体收跌，现货黄金跌0.55%，报4159.47美元/盎司，9月份累计下跌6.31%，三季度累涨0.85%；现货白银跌1.71%，报60.4355美元/盎司，9月份累跌9.24%，三季度累跌0.77%。COMEX黄金期货涨0.22%，报4189.1美元/盎司，9月份累跌近7%，三季度累涨超4%；COMEX白银期货跌0.65%，报60.76美元/盎司，9月份累跌近10%，三季度累涨近3%。
欧洲三大股指收盘全线下跌，德国DAX指数跌0.79%报25199.19点，法国CAC40指数跌0.89%报7964.51点，英国富时100指数跌0.29%报10606点。
2 商务部：延长对美国相关做法措施贸易壁垒调查期限
商务部近日发布两则公告，分别公布延长对美国破坏全球产供链、美国阻碍绿色产品贸易相关做法和措施贸易壁垒调查期限决定。根据《中华人民共和国对外贸易法》及商务部《对外贸易壁垒调查规则》规定，2026年3月27日，商务部发布2026年第17号、18号公告，决定对美国破坏全球产供链相关做法和措施发起贸易壁垒调查，对美国阻碍绿色产品贸易相关做法和措施发起贸易壁垒调查。鉴于案情复杂，根据《对外贸易壁垒调查规则》第三十二条规定，商务部决定将上述两起调查期限均延长至2026年12月27日。
3 央行：10月8日将开展12000亿元买断式逆回购操作，期限为3个月
中国人民银行公开市场业务操作室9月30日公告：为保持银行体系流动性充裕，2026年10月8日，中国人民银行将以固定数量、利率招标、多重价位中标方式开展12000亿元买断式逆回购操作，期限为3个月（89天），到期日为2027年1月5日（遇节假日顺延）。
4 中央网信办部署开展“清朗·整治短视频虚假人设乱象”专项行动
近日，中央网信办印发通知，在全国范围内部署开展为期2个月的“清朗·整治短视频虚假人设乱象”专项行动。本次专项行动重点整治以下5方面突出问题：（一）假扮弱势群体问题。（二）虚构职业资质问题。（三）利用AI等仿冒人物问题。（四）鼓吹奢靡迷信问题。（五）编造冲突剧情问题。（央视新闻）
5 中国文娱行业协会联合企业发剧本杀合规倡议
9月30日，中国文化娱乐行业协会联合行业代表性企业发布《剧本娱乐行业合规经营倡议书》。倡议书提到，要做好内容自审、安全管理、未成年人保护等基础工作，重点排查下架各类以暧昧互动为卖点的恋陪类擦边剧本等。
6 上交所：对全球芯片LOF等溢价较高的基金进行重点监控
据上交所发布，2026年9月21日至2026年9月30日，上交所对132起拉抬打压、虚假申报等证券异常交易行为采取了自律监管措施，对全球芯片LOF等溢价较高的基金进行重点监控，对37起上市公司重大事项等进行专项核查。
7 国有六大行响应房贷贴息新政 明确“免申即享”
国有六大银行（农业银行、邮储银行、工商银行、中国银行、交通银行和建设银行）9月30日先后发布关于落实居民购房贷款贴息政策的公告，自2026年10月1日起，为新发放符合条件的首套住房商业性个人住房贷款提供财政贴息服务。多家银行明确，将采取“免申即享”办理方式，即每月收息时，在每期还款额中自动扣除对应贴息金额，并通过短信等方式及时告知客户。
8 文化和旅游部印发《艺术发展“十五五”规划》
为深入贯彻党的二十届四中全会精神，落实《中华人民共和国国民经济和社会发展第十五个五年规划纲要》等部署，文化和旅游部近日印发《艺术发展“十五五”规划》（以下简称《规划》）。《规划》分别从精品创作、舞台艺术发展、美术发展、人才队伍建设、传播推广、科技赋能、艺术研究与评论、体制机制创新等8个方面提出重点任务，并设置相关专栏，明确有关项目，确保规划务实可行。
9 9月制造业采购经理指数回升 重回扩张区间
国家统计局服务业调查中心、中国物流与采购联合会9月30日公布，9月中国制造业采购经理指数为50.1%，较上月上升0.3个百分点，重回扩张区间。具体来看，新订单指数50.5%，市场需求稳定扩张；新出口订单指数50%，外贸总体稳定。生产指数51.7%，生产节奏加快。生产经营活动预期指数53.8%，企业市场预期向好。从新订单指数和生产经营活动预期指数情况看，四季度，制造业整体有望维持稳定运行、适度扩张态势。
10 国际新闻
英国海事机构：多艘船只在霍尔木兹海峡遭袭
英国海上贸易行动办公室30日通报称，收到霍尔木兹海峡内三起事件的延迟报告。经英国海上贸易行动办公室核实，在这三起事件中，一艘液化天然气运输船、一艘驶入海峡的油轮和一艘原油油轮均遭不明射弹击中。英国海上贸易行动办公室表示，有关部门正在调查上述事件，并建议船只通过霍尔木兹海峡时保持谨慎，如发现可疑活动，应及时向英国海上贸易行动办公室报告。（央视新闻）
特朗普：最后一批美军正在撤离伊拉克
自2003年美国发动伊拉克战争，历时23年，美国结束在伊拉克军事存在。当地时间9月30日，美国总统特朗普在其社交媒体平台“真实社交”上发帖称，他很高兴地宣布，最后一批美军正在撤离伊拉克。特朗普称，“这一切持续太久了，正是当初非常糟糕的决策让我们陷入这场泥潭，但很快这一切都将成为历史。”（央视新闻）
以防长：迪拜航空客机事件是一起“未遂恐怖袭击”
当地时间9月30日，以色列国防部长卡茨发表声明称，当天发生的迪拜航空客机事件是一起“恐怖袭击未遂事件”。卡茨表示：“迪拜航空客机上发生的严重事件是一起未遂的恐怖袭击。几名以色列乘客表现出极大的英勇，他们强行闯入驾驶舱，制服了‘恐怖分子’，并亲手将飞机的控制权交给了当时在场的另一名机组人员，这才挫败了这起阴谋。”卡茨表示，根据目前掌握的初步信息，该名“恐怖分子”的意图是“让这架飞机连同机上所有乘客一起坠毁。”（央视新闻）
阿富汗与伊朗边境口岸发生火灾
当地时间9月30日晚，据阿富汗方面消息称，阿富汗西部赫拉特与伊朗接壤的边境口岸发生大火。据悉，十多辆疑似运输能源的大型车辆正在燃烧。目前阿富汗官方尚未发布此次火灾造成的伤亡和损失信息。（央视新闻）
俄外交部召见丹麦大使 抗议丹麦直升机接近俄军舰
据俄罗斯外交部发布的消息，当地时间9月30日，俄方召见丹麦驻俄罗斯大使，就9月发生的丹麦军用直升机违反国际法的行为提出抗议。9月14日，俄海军护卫舰“机敏”号在波罗的海中立水域执行任务。丹麦空军直升机向俄军舰接近。为预防挑衅行为，俄护卫舰指挥官下令发射了两枚红色信号弹。（央视新闻）
意大利再次延长对西班牙的边境管控措施15天
当地时间9月30日，意大利内政部长马泰奥·皮安特多西宣布，意大利再度将和西班牙之间的边境管控措施延长15天。这是自西班牙休达自治市出现移民危机以来，意大利第三次延长和西班牙之间的边境管控措施。（央视新闻）
1 宁德时代：拟推2026年第二期员工持股计划
宁德时代（SZ300750 ，股价291.11元，市值1.35万亿元）：9月30日，宁德时代公告称，公司发布2026年A股第二期员工持股计划草案，拟受让公司回购账户股份，规模不超过808.16万股，占总股本0.175%。首次授予对象为中层管理人员及核心骨干共5960人，受让价格为158.42元/股，资金总额不超过12.80亿元。持股计划存续期60个月，分三期解锁，比例分别为30%、30%、40%。
点评：推出员工持股计划，绑定核心骨干，稳固人才队伍。
2 东航回应“空姐下跪道歉”
东方航空（SH600115，股价3.4元，市值750.98亿元）：东方航空9月30日发文称，公司关注到网传9月28日合肥至大连航班空中服务事件相关视频。经核实，航班乘务员在推餐车提供饮料服务过程中，全程提示旅客注意，因一名旅客处于睡眠状态，不慎造成餐车与其手肘发生触碰。乘务员当即反复致歉，查看旅客状况。该旅客情绪激动，连续使用粗俗过激言语，并出现威胁脚踢乘务员、要求当事乘务员落地后陪同就医等言行，该乘务员受到惊吓。为维护飞行安全和客舱秩序，乘务长、安全员迅速介入协同处置。航班落地后，医护人员上机检查旅客未有明显外伤或肿胀、无须进一步处理，旅客拒绝地面人员陪同送医，自行离开。事件发生后，公司第一时间对当事乘务员开展心理疏导与关怀支持，该员工已恢复正常工作。在此，对关心支持民航一线员工的旅客、公众表示感谢，公司正协同相关方对事件过程进行全面复盘取证。
3 苹果据悉将进军智能家居市场
苹果（AAPL，股价333.02美元，市值48602亿美元）：据报道，苹果公司计划于10月13日推进其长期推迟的智能家居市场布局。据知情人士透露，该战略的核心是一款代号为J490的智能家居中枢。苹果还计划宣布HomePod mini自2020年首次亮相以来的首次更新，以及自2022年以来的首款新电视机顶盒。（上海证券报）
点评：苹果拟推出全屋智能中枢，补齐智能家居硬件短板。
4 江淮汽车：与华为、Stellantis三方确有沟洽合作意向 但合作内容、合作形式等均未确定
江淮汽车（SH600418，股价27.47元，市值619.22亿元）：9月30日，江淮汽车公告称，公司股票于9月28日、29日、30日连续三个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。近期，公司关注到有部分媒体在相关媒体平台发布公司拟与华为、Stellantis开展合作的报道。经核实，公司与华为、Stellantis 三方确有沟洽合作意向，但合作内容、合作形式等均未确定，也未签署任何有约束力的正式协议，后续相关合作事项推进尚存在较大不确定性。
点评：市场提前炒作合作预期，投资者需理性看待传闻。
5 寒武纪：离职高管梁军变更诉讼请求，要求公司赔偿278.32亿元
寒武纪（SH688256，股价1009.1元，市值6345亿元）：9月30日晚间，寒武纪发布诉讼进展公告，公司原副总经理梁军对劳动争议案变更诉讼请求，将股权激励损失索赔金额由此前42.87亿元提升至278.32亿元。梁军2022年初从寒武纪离职，因股权激励回购事宜双方产生纠纷。此前涉及梁军的6起股权激励相关诉讼，均以梁军败诉告终，股权回购案件现已进入强制执行阶段。本次278.32亿元为梁军单方主张，案件已立案暂未开庭。
6 首个进入中网的运动机器人来了
卧安机器人（HK06600，股价45.26港元，市值102亿港元）：9月30日，2026中国网球公开赛在北京进入正赛阶段。作为亚洲最高级别的男女综合性国际网球赛事之一，今年中网继续以ATP 500与WTA 1000双赛规格展开。而在今年的赛场上，还迎来了一位不同以往的“新选手”——Acemate网球运动机器人。卧安机器人旗下AI网球机器人Acemate正式亮相2026中国网球公开赛。作为本届中网唯一指定网球训练机器人供应商，Acemate成为首个进入中网的运动机器人。（每日经济新闻）
点评：运动机器人落地顶级赛事，打开体育商业化场景。
7 10月6日，茅台43家自营店暂停营业一天
贵州茅台（SH600519，股价1258.62元，市值1.57万亿元）：9月30日，贵州茅台酒销售有限公司官方微信公众号（醉美茅台）发布消息称，为持续优化消费者的i茅台APP使用体验，提升系统稳定性与服务质量，计划于2026年10月6日00:00-24:00(全天)对i茅台APP进行维护升级。在此期间，i茅台APP将暂停使用，需依托i茅台APP办理的线下相关服务同步暂停。此外，公告特别注明，43家自营公司10月6日暂停营业一天。（每日经济新闻）
8 华谊检测：网传泰迪熊“溜溜凳”检测报告系伪造，已向公安机关报案
华谊检测：9月30日，华谊检测发布关于泰迪熊“溜溜凳”检测报告的情况说明。近日，网络流传一份编号为SHHY2611078010的涉及“溜溜凳”产品的检测报告。经我司全面核查，现就有关情况声明如下：上海华谊检验检测技术有限公司不具备QB/T2280-2016标准项下的CNAS、CMA检测资质。我司从未接受泰迪熊品牌管理（福建）有限公司委托开展相关检测业务，从未出具该检测报告。该检测报告所载“华谊检测”标识、检测报告专用章、网址均系伪造，报告编号、编审人员、报告模板、公司地址等全部信息均与我司真实信息不符，属于虚假文件。获悉上述虚假报告传播后，我司已第一时间完成侵权证据固定工作，同步向属地市场监管部门反映情况，并向公安机关报案，我司将依法追究相关主体法律责任。
9 胖东来将实行每天7小时工作制
胖东来：9月30日晚，胖东来创始人于东来在个人账号发文，称2027年3月开始，公司研究决定胖东来员工及管理层每周工作5天休息2天，每天工作7小时，每周工作35小时。
点评：零售行业创新用工模式，构建企业人才吸引力。
10 洪卫东去世，年仅60岁！其创立公司市值超100亿元
宇信科技（SZ300674，股价15.04元，市值105.89亿元）：宇信科技发布《关于公司董事长兼总经理洪卫东先生逝世的公告》和《关于公司选举董事长、聘任总经理的公告》。公告显示，公司实际控制人、董事长兼总经理洪卫东先生于2026年9月29日逝世；同日，公司董事会选举联合创始人、董事、副总经理吴红女士担任董事长、总经理。
数据截至北京时间凌晨5点整
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记者|陈晴
编辑|段炼 陈柯名 王晓波 杜恒峰
校对|金冥羽
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Daily Economic News 2026-10-01 07:45:36
National Business Daily Reporter | Chen Qing National Business Daily Editors | Duan Lian, Chen Kename, Wang Xiaobo
Title Highlights
The UK Maritime Trade Operations Office reported on the 30th that it had received delayed reports of three incidents in the Strait of Hormuz. According to verification by the UK Maritime Trade Operations Office, in these three incidents, a liquefied natural gas carrier, an oil tanker entering the strait, and a crude oil tanker were all hit by unidentified projectiles. The UK Maritime Trade Operations Office stated that the relevant authorities are investigating the incidents and advised vessels to exercise caution when passing through the Strait of Hormuz and to report any suspicious activity to the UK Maritime Trade Operations Office promptly.
Since the United States launched the Iraq War in 2003, after 23 years, the U.S. has ended its military presence in Iraq. On September 30 local time, U.S. President Trump posted on his social media platform 'Truth Social,' stating that he was pleased to announce that the last batch of U.S. troops is withdrawing from Iraq. Trump said, 'This has gone on for too long, and it was the very bad decisions at the beginning that got us into this quagmire, but soon all of this will be history.'
The three major U.S. stock indices closed mixed, with the Nasdaq up 0.24%, rising 1.86% in September and up 2.47% for the third quarter; the S&P 500 down 0.25%, falling 0.45% in September and up 2.03% for the third quarter; the Dow Jones down 0.86%, falling 4.29% in September and down 2.7% for the third quarter. Most large tech stocks rose, with Intel up more than 3%, Amazon, SpaceX, and Apple up more than 1%, and Google, Nvidia, Tesla, and Microsoft slightly higher; Netflix fell more than 1%. Microsoft surged more than 37% in the third quarter, with its market value increasing by over $1 trillion; Apple rose more than 15% in the third quarter, Nvidia rose over 14% in the third quarter, Tesla fell over 15% in the third quarter, and Intel fell over 13% in the third quarter. Most Chinese concept stocks rose, with the Nasdaq China Golden Dragon Index up 0.60%, Bawang Tea Princess, TAL Education, and Hesai Technology up more than 2%, Bilibili, Li Auto, and JD.com up more than 1%, while 21Vianet and Futu Holdings fell more than 2%.
International oil prices collectively rose. The main contract of US crude oil increased by 1.07% to $90.34 per barrel, rising 9.82% for the month and 38.08% in the third quarter; the main contract of Brent crude oil rose 1.79% to $97.88 per barrel, up 13.21% for the month and 49.63% in the third quarter.
1 Overnight Market
On September 30 local time, Goldman Sachs stated that the inflation data released in the U.S. on Wednesday, coupled with remarks from New York Fed President John Williams, have led it to now believe that a rate hike by the Federal Reserve in October is unlikely. Economists Jan Hatzius, David Mericle, and Alec Phillips said in a research report that based on the latest inflation report, the core PCE is expected to grow by 3.0% year-on-year in the fourth quarter, significantly lower than the median forecast of 3.4% by FOMC participants. Consequently, the bank has postponed expectations for a second rate hike to December, while also believing that it is highly likely that the FOMC will ultimately deem further rate increases unnecessary.
International precious metal prices collectively fell, with spot gold down 0.55% at $4,159.47 per ounce, falling 6.31% for September and rising 0.85% for the third quarter; spot silver fell 1.71% to $60.4355 per ounce, down 9.24% for September and down 0.77% for the third quarter. COMEX gold futures rose 0.22% to $4,189.1 per ounce, down nearly 7% for September and up more than 4% for the third quarter; COMEX silver futures fell 0.65% to $60.76 per ounce, down nearly 10% for September and up nearly 3% for the third quarter.
All three major European stock indices closed lower. Germany's DAX index fell 0.79% to 25,199.19 points, France's CAC40 index fell 0.89% to 7,964.51 points, and the UK's FTSE 100 index fell 0.29% to 10,606 points.
2 Ministry of Commerce: Extension of the investigation period on U.S. related practices and measures regarding trade barriers
The Ministry of Commerce recently issued two announcements, respectively announcing the extension of the investigation deadlines for trade barriers regarding the United States' practices and measures that undermine the global production and supply chain and hinder the trade of green products. According to the "Foreign Trade Law of the People's Republic of China" and the Ministry of Commerce's "Rules for the Investigation of Foreign Trade Barriers," on March 27, 2026, the Ministry of Commerce issued Announcements No. 17 and No. 18 of 2026, deciding to launch trade barrier investigations into the United States' practices and measures that undermine the global production and supply chain, and into the United States' practices and measures that hinder the trade of green products. In view of the complexity of the cases, pursuant to Article 32 of the "Rules for the Investigation of Foreign Trade Barriers," the Ministry of Commerce has decided to extend the investigation deadlines for both cases to December 27, 2026.
3 Central Bank: On October 8, it will carry out 1.2 trillion yuan of outright reverse repurchase operations, with a term of 3 months
The Open Market Operations Department of the People's Bank of China announced on September 30: To maintain ample liquidity in the banking system, on October 8, 2026, the People's Bank of China will conduct 1,200 billion yuan of fixed-quantity, interest rate tender, multiple-price winning outright reverse repurchase operations, with a term of 3 months (89 days), maturing on January 5, 2027 (postponed in case of holidays).
4. The Cyberspace Administration of China deploys a special campaign to 'Clean Up and Rectify the Chaos of Fake Personas in Short Videos.'
Recently, the Central Cyberspace Administration issued a notice to launch a nationwide two-month special campaign called 'Clean and Rectify the Disorder of False Personas in Short Videos.' This special campaign focuses on addressing the following five prominent issues: (1) impersonating vulnerable groups; (2) fabricating professional qualifications; (3) using AI and other means to impersonate people; (4) promoting extravagance and superstition; (5) fabricating conflict storylines. (CCTV News)
5 Chinese Cultural and Entertainment Industry Associations and Companies Jointly Launch Scripted Murder Compliance Initiative
On September 30, the China Cultural and Entertainment Industry Association, together with representative enterprises in the industry, released the "Script Entertainment Industry Compliance Operation Initiative." The initiative mentioned that it is necessary to do a good job in basic tasks such as content self-review, safety management, and protection of minors, with a focus on investigating and removing various borderline scripts for companion-type dramas that use ambiguous interactions as their selling point.
6 SSE: Focus on monitoring funds with relatively high premiums, such as the Global Chip LOF
According to the Shanghai Stock Exchange, from September 21, 2026 to September 30, 2026, the exchange took self-disciplinary regulatory measures against 132 cases of abnormal securities trading behaviors such as price manipulation and false reporting, conducted focused monitoring on highly premium funds such as the Global Chip LOF, and carried out special inspections on 37 cases of significant matters of listed companies.
Seven state-owned major banks respond to the new mortgage interest subsidy policy, clarifying 'automatic benefit without application'
The six major state-owned banks (Agricultural Bank of China, Postal Savings Bank of China, Industrial and Commercial Bank of China, Bank of China, Bank of Communications, and China Construction Bank) successively announced on September 30 the implementation of the policy for subsidizing interest on residential mortgage loans. Starting from October 1, 2026, financial interest subsidies will be provided for newly issued commercial individual housing loans that meet the requirements for first-time home purchases. Several banks clarified that they will adopt a “no application required” approach, meaning that when interest is collected each month, the corresponding subsidy amount will be automatically deducted from each repayment, and customers will be promptly informed via SMS or other methods.
The Ministry of Culture and Tourism issued the '15th Five-Year Plan for Art Development'
In order to thoroughly implement the spirit of the Fourth Plenary Session of the 20th Central Committee of the Communist Party and to carry out the tasks set out in the "15th Five-Year Plan for National Economic and Social Development of the People's Republic of China" and other directives, the Ministry of Culture and Tourism recently issued the "Art Development '15th Five-Year Plan'" (hereinafter referred to as the "Plan"). The Plan proposes key tasks in eight areas: fine creation, development of performing arts, development of fine arts, talent team building, dissemination and promotion, technological empowerment, art research and critique, and institutional and mechanism innovation. It also sets up relevant columns and specifies related projects to ensure that the Plan is practical and feasible.
September manufacturing purchasing managers' index rebounds, returns to expansion zone
On September 30, the Service Industry Survey Center of the National Bureau of Statistics and the China Federation of Logistics and Purchasing announced that China's Manufacturing Purchasing Managers' Index (PMI) for September was 50.1%, up 0.3 percentage points from the previous month, returning to the expansion range. Specifically, the new orders index was 50.5%, indicating stable growth in market demand; the new export orders index was 50%, showing overall stability in foreign trade. The production index was 51.7%, reflecting an accelerated production pace. The business activity expectation index was 53.8%, indicating improved market expectations among enterprises. Based on the new orders index and the business activity expectation index, the manufacturing sector is expected to maintain stable operation and moderate expansion in the fourth quarter.
10 International News
UK Maritime Agency: Multiple Ships Attacked in the Strait of Hormuz
The UK's Maritime Trade Operations Office reported on the 30th that it received delayed reports of three incidents in the Strait of Hormuz. According to verification by the UK's Maritime Trade Operations Office, in these three incidents, a liquefied natural gas carrier, an oil tanker entering the strait, and a crude oil tanker were all hit by unidentified projectiles. The UK's Maritime Trade Operations Office stated that relevant authorities are investigating the incidents and advised vessels to exercise caution when passing through the Strait of Hormuz, and to report any suspicious activities to the UK's Maritime Trade Operations Office promptly. (CCTV News)
Trump: The last batch of U.S. troops is withdrawing from Iraq
Since the United States launched the Iraq War in 2003, lasting 23 years, the U.S. has ended its military presence in Iraq. On September 30 local time, U.S. President Trump posted on his social media platform 'Truth Social' that he was pleased to announce that the last batch of U.S. troops is withdrawing from Iraq. Trump said, 'This has lasted too long. It was the very bad decisions at the beginning that got us into this quagmire, but soon all of this will be history.' (CCTV News)
Chief of Security: The Dubai airline incident was a 'foiled terrorist attack'
On September 30 local time, Israeli Defense Minister Katz issued a statement saying that the Dubai Airlines incident that occurred that day was an 'attempted terrorist attack.' Katz said: 'The serious incident on the Dubai Airlines flight was an attempted terrorist attack. Several Israeli passengers showed great bravery; they forcibly entered the cockpit, subdued the 'terrorist,' and personally handed control of the plane to another crew member present, thereby thwarting the plot.' Katz stated that, according to the preliminary information currently available, the intention of the 'terrorist' was 'to crash this plane along with all the passengers on board.' (CCTV News)
A fire broke out at the Afghanistan-Iran border checkpoint
On the evening of September 30 local time, according to news from Afghanistan, a fire broke out at the border crossing between Herat in western Afghanistan and Iran. It is reported that more than ten large vehicles suspected of transporting energy are burning. Currently, Afghan authorities have not yet released information on casualties and damages caused by this fire. (CCTV News)
The Russian Foreign Ministry summoned the Danish ambassador to protest Denmark's helicopter approaching a Russian warship
According to a statement released by the Russian Ministry of Foreign Affairs, on September 30 local time, the Russian side summoned the Danish ambassador to Russia to protest Denmark's military helicopter's violation of international law in September. On September 14, the Russian Navy frigate 'Strogiy' was on a mission in neutral waters of the Baltic Sea. A Danish Air Force helicopter approached the Russian warship. To prevent provocative actions, the commander of the Russian frigate ordered the firing of two red signal flares. (CCTV News)
Italy has once again extended border control measures against Spain for 15 days
On September 30 local time, Italian Interior Minister Matteo Piantedosi announced that Italy will extend the border control measures with Spain for another 15 days. This is the third time Italy has extended the border control measures with Spain since the migrant crisis occurred in the Spanish autonomous city of Ceuta. (CCTV News)
1 CATL: Plans to Launch the Second Phase of the Employee Stock Ownership Plan in 2026
CATL (SZ300750, stock price 291.11 yuan, market value 1.35 trillion yuan): On September 30, CATL announced that the company released the draft of its second 2026 A-share employee stock ownership plan, intending to acquire shares from the company's repurchase account, with a scale not exceeding 8.0816 million shares, accounting for 0.175% of the total share capital. The initial grant targets are 5,960 middle management personnel and core key employees, with a purchase price of 158.42 yuan per share, and a total fund not exceeding 1.28 billion yuan. The stock ownership plan has a duration of 60 months, to be unlocked in three phases, with proportions of 30%, 30%, and 40%, respectively.
Comment: Launch an employee stock ownership plan to tie in key core staff and stabilize the talent team.
2 China Eastern Airlines responds to 'flight attendant kneeling to apologize'
China Eastern Airlines (SH600115, stock price 3.4 yuan, market value 75.098 billion yuan): On September 30, China Eastern Airlines issued a statement saying that the company had noted the online video circulating about the air service incident on the Hefei to Dalian flight on September 28. Upon verification, during the process of serving drinks with a trolley, the flight attendant continuously reminded passengers to take care. Due to one passenger being asleep, the trolley accidentally came into contact with their elbow. The flight attendant immediately repeatedly apologized and checked the passenger's condition. The passenger became agitated, continuously used rude and excessive language, and displayed threatening behavior, including kicking the flight attendant and demanding that the attendant accompany them to medical treatment after landing. The flight attendant was startled. To maintain flight safety and cabin order, the purser and safety officer quickly intervened and assisted in handling the situation. After landing, medical personnel checked the passenger on board and found no obvious injuries or swelling, and no further treatment was needed. The passenger refused to be accompanied to medical care on the ground and left on their own. Following the incident, the company immediately provided psychological counseling and support to the flight attendant involved, who has since returned to normal work. The company expresses gratitude to passengers and the public who care about and support frontline civil aviation employees and is working with relevant parties to conduct a comprehensive review and evidence collection of the incident.
Apple is reportedly set to enter the smart home market
Apple (AAPL, stock price $333.02, market value $4,860.2 billion): According to reports, Apple plans to advance its long-delayed smart home market strategy on October 13. Insiders revealed that the core of this strategy is a smart home hub codenamed J490. Apple also plans to announce the first update to the HomePod mini since its debut in 2020, as well as the first new TV set-top box since 2022. (Shanghai Securities News)
Comment: Apple plans to launch a whole-home smart hub to make up for the shortcomings in smart home hardware.
4 Jianghuai Automobile: There is indeed a communication and cooperation intention with Huawei and Stellantis, but the cooperation content and form are not yet determined.
Jianghuai Automobile (SH600418, share price 27.47 yuan, market value 61.922 billion yuan): On September 30, Jianghuai Automobile announced that the company's stock had an abnormal trading fluctuation, as the cumulative deviation of the closing price increase exceeded 20% for three consecutive trading days on September 28, 29, and 30. Recently, the company noticed that some media published reports on relevant media platforms suggesting that the company plans to cooperate with Huawei and Stellantis. Upon verification, the company does have discussions and intentions to cooperate with Huawei and Stellantis, but the cooperation content, form, and other details have not been determined, and no binding formal agreement has been signed. There remains considerable uncertainty regarding the progress of related cooperation matters.
Comment: The market is speculating on cooperation expectations ahead of time; investors need to view rumors rationally.
5 Cambrian: Former executive Liang Jun changes lawsuit request, demanding the company compensate 27.832 billion yuan
Cambricon (SH688256, stock price 1009.1 yuan, market value 634.5 billion yuan): On the evening of September 30, Cambricon issued an announcement on the progress of litigation. The company's former deputy general manager Liang Jun changed his claims in a labor dispute case, increasing the compensation amount for stock incentive losses from the previous 4.287 billion yuan to 27.832 billion yuan. Liang Jun resigned from Cambricon in early 2022, and a dispute arose between the parties over the buyback of stock incentives. Previously, six lawsuits related to stock incentives involving Liang Jun all ended in his defeat, and the stock buyback case has now entered the enforcement stage. The 27.832 billion yuan is a claim unilaterally asserted by Liang Jun, and the case has been filed but has not yet held a hearing.
6 The first sports robot to enter the main draw is here
Woan Robotics (HK06600, stock price HK$45.26, market value HK$10.2 billion): On September 30, 2026, the China Open Tennis Tournament entered the main draw stage in Beijing. As one of the highest-level comprehensive international tennis events for both men and women in Asia, this year's China Open continued to be held at the ATP 500 and WTA 1000 levels. This year on the court, there was also an unusual 'new participant' – the Acemate tennis robot. The AI tennis robot Acemate from Woan Robotics made its official debut at the 2026 China Open. As the only designated tennis training robot supplier for this year's China Open, Acemate became the first sports robot to enter the China Open. (Daily Economic News)
Commentary: Sports robots have landed in top-level competitions, opening up commercial opportunities in sports.
On October 6, 7, all 43 Moutai self-operated stores suspended operations for one day
Kweichow Moutai (SH600519, stock price 1,258.62 yuan, market value 1.57 trillion yuan): On September 30, the official WeChat account of Kweichow Moutai Sales Co., Ltd. (Zui Mei Moutai) announced that in order to continuously optimize the user experience of the iMoutai APP and improve system stability and service quality, it is planned to perform maintenance and upgrade on the iMoutai APP from 00:00 to 24:00 on October 6, 2026 (all day). During this period, the iMoutai APP will be temporarily unavailable, and offline related services that rely on the iMoutai APP will also be suspended simultaneously. In addition, the announcement specifically noted that the 43 self-operated companies will suspend operations for one day on October 6. (Daily Economic News)
8 Huayi Testing: The online circulating 'wobbly stool' test report for the teddy bear is forged and has been reported to the public security authorities.
Huayi Testing: On September 30, Huayi Testing issued a statement regarding the testing report of the Teddy Bear 'Yoyo Stool'. Recently, a testing report concerning the 'Yoyo Stool' product, numbered SHHY2611078010, has been circulating online. After a comprehensive investigation by our company, we hereby make the following statement regarding the matter: Shanghai Huayi Inspection and Testing Technology Co., Ltd. does not possess CNAS or CMA testing qualifications under the QB/T2280-2016 standard. Our company has never been commissioned by Teddy Bear Brand Management (Fujian) Co., Ltd. to carry out related testing services and has never issued such a testing report. The 'Huayi Testing' logo, the exclusive testing report seal, and the website appearing on this testing report are all forged. The report number, editors, report template, company address, and all other information do not match our actual information and constitute a false document. Upon learning about the circulation of the aforementioned false report, our company immediately secured evidence of the infringement, reported the situation to the local market regulatory authorities, and filed a case with the public security authorities. Our company will pursue legal responsibility of the relevant parties in accordance with the law.
9 Pangdonglai will implement a 7-hour workday
Pang Donglai: On the evening of September 30, Pang Donglai founder Yu Donglai posted on his personal account that starting from March 2027, the company has decided to implement a schedule where Pang Donglai employees and management will work 5 days a week and rest 2 days, with 7 hours of work per day, totaling 35 hours per week.
Commentary: Innovative employment models in the retail industry, building corporate talent attractiveness.
Hong Weidong has passed away at the age of only 60! The company he founded is valued at over 10 billion yuan.
Yuxin Technology (SZ300674, stock price 15.04 yuan, market value 10.589 billion yuan): Yuxin Technology released the "Announcement on the Death of Mr. Hong Weidong, Chairman and General Manager of the Company" and the "Announcement on the Election of Chairman and Appointment of General Manager of the Company." The announcement shows that the company's actual controller, Chairman, and General Manager Mr. Hong Weidong passed away on September 29, 2026; on the same day, the company's board of directors elected co-founder, director, and deputy general manager Ms. Wu Hong to serve as Chairman and General Manager.
Data as of 5:00 AM Beijing time
(Disclaimer: The content and data in this article are for reference only and do not constitute investment advice. Investors who act based on this bear the risk themselves.)
Reporter | Chen Qing
Editors | Duan Lian, Chen Kemin, Wang Xiaobo, Du Hengfeng
Proofreading | Jin Mingyu
|Daily Economic News nbdnews Original Article|
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原文出處：Source: 每日經濟新聞 ↗