Core Insights - The launch of the Xiangjie S9T by Hongmeng Zhixing on September 16, with a price range of 309,800 to 369,800 yuan, indicates a strategic move in the electric vehicle market [1][4] - The vehicle received significant pre-orders, with 5,000 units reserved within the first hour of its launch, and a total of over 40,000 units in preliminary orders [1][4] - Huawei's Executive Director Yu Chengdong announced that cumulative deliveries of Hongmeng Zhixing have surpassed 930,000 units, with expectations to exceed one million by the end of October [4] Summary by Sections Product Launch - The Xiangjie S9T was launched with four versions, including both range-extended and pure electric models, priced between 309,800 and 369,800 yuan [1] - The vehicle is set to begin deliveries on September 21, following strong initial demand [1] Delivery and Sales Performance - As of the launch date, cumulative deliveries of Hongmeng Zhixing vehicles reached 930,000, with the AITO M9 and M8 models contributing 238,000 and over 90,000 units respectively [4] - The company anticipates reaching one million cumulative deliveries by the end of October [4] Strategic Investments - Beijing Automotive Group announced a commitment of 20 billion yuan over three years to develop the Xiangjie brand strategy, highlighting confidence in Yu Chengdong's leadership [4]

9月16日晚，据于朦胧工作室消息， 于朦胧母亲发声： 此前报道： 于朦胧坠楼身故，年仅37岁，名下关联公司均已注销 于朦胧坠楼身故，微博通报：60余个账号被禁言或关闭 来源丨 微博@于朦胧工作室 编辑 | 江佩佩 张嘉钰 SFC ...

刘强东谈创业：掀翻电脑城模式 刘强东谈及创业，他回忆道， 他在创业初期，带着1.2万元在电脑城摆柜台，主要做电脑和多 媒体配件生意。 当时他明显发现，电脑城的商业模式并不透明，存在种种乱象。但在2004 年，看到全新商业模式后，他决定要参与替代传统电脑城的这种新模式中。也即所有产品明码 标价、全国统一定价，所有销售产品开发票，只卖正品好货。 刘强东指出，在创业5—6年后，京东成为全国最大电脑和电脑配件销售商。到2009年，京东想 在平台销售大家电，但遭遇董事会一致反对。理由是当时电商巨头亚马逊名声响亮，但也没在 网上卖大家电，可能因为当时消费者不接受该模式。但刘强东发现，在当时，家电品牌商普遍 净利润率仅1%左右，但家电零售商净利润率高达6%，这并不合理。"所以基于这个，我觉得 能成。"结果到2016年，京东集团正式成为全国最大家电零售商。 9月16日晚8点左右，京东集团创始人、董事局主席刘强东在京东酒品会上表示， 民营企业之 间要简单、实在点，可以多见面聊聊 。"我坚持认为，所有企业在该竞争的时候要竞争，但更 多是依靠商业模式、价值创造、信誉等方面，来最终赢得消费者。但是我认为， 企业家不应 该变成仇人 。 ...

Core Viewpoint - The article discusses the recent surge in gold and silver prices, driven by expectations of interest rate cuts by the Federal Reserve, with gold reaching a new high of $3697.7 per ounce and silver hitting $42.77 per ounce, the highest in 14 years [1][3]. Group 1: Gold Price Dynamics - Gold prices have increased significantly, with predictions suggesting it could reach $4000 per ounce by the end of the year due to anticipated Federal Reserve rate cuts [3][6]. - Goldman Sachs forecasts a baseline price of $4000 per ounce by mid-2026, with extreme scenarios pushing it close to $5000 per ounce if a small percentage of private U.S. Treasury holdings flow into gold [7]. Group 2: Silver Price Surge - Silver has outperformed gold with a year-to-date increase of 48%, attributed to both its safe-haven appeal and industrial demand, particularly in solar energy and electric vehicles [8]. - The influx of funds into silver is driven by institutional investors and retail participation, with significant growth in silver ETF holdings and speculative positions in futures markets [8][11]. Group 3: Market Indicators and Economic Context - The U.S. manufacturing index dropped sharply to -8.7, indicating a contraction in manufacturing activity, which supports the case for a preemptive rate cut by the Federal Reserve [4]. - The CME FedWatch Tool indicates a 95.9% probability of a 25 basis point rate cut in the upcoming meeting, further bolstering gold's appeal as an investment [6]. Group 4: Retail Price Adjustments - Retail prices for gold jewelry have reached new highs, with prices for brands like Chow Sang Sang and Lao Feng Xiang exceeding 1080 yuan per gram [10]. - The total scale of gold ETFs has surpassed 160 billion yuan, reflecting a significant increase of over 120% since the beginning of the year, highlighting strong investor interest [10][11]. Group 5: Supply and Demand Outlook - The World Silver Association predicts a supply-demand gap of 3659 tons for silver by 2025, driven by industrial demand, particularly in solar energy and electric vehicles [11]. - Citigroup forecasts silver prices to reach $40 within three months and $43 within 6 to 12 months, indicating strong bullish sentiment in the market [11].

日前，国家外汇管理局发布《关于深化跨境投融资外汇管理改革有关事宜的通知》（以下简称 《通知》）， 对于境外资金在境内购房，文件提出了两点新政： 一是， 缩减资本项目外汇收入及其结汇所得人民币在境内支付使用的负面清单 ，取消不 得用于购买非自用住宅性质房产的限制。 二是， 便利境外个人境内购房结汇支付 将在粤港澳大湾区试点实施的港澳居民购房结汇 支付便利推广至全国。境外个人在满足房地产主管部门和各地购房资格条件下，可以在取 得房地产主管部门的购房备案证明文件之前，凭购房合同或协议先行在银行办理购房所涉 外汇资金结汇支付，后续再向银行补交购房备案证明文件。 9月15日，国家外汇管理局副局长、新闻发言人李斌表示，在房地产市场过热背景下，各部门 先后出台一系列针对房地产企业和行业的调控政策。国家外汇管理局从防范"热钱"投机炒作角 度，配合出台了"非房地产企业的资本金、外债等资金不得用于建设、购买非自用房地产"的措 施，为房地产市场阶段性平稳健康发展发挥了积极作用。 他表示，近年来，国内房地产市场形势已发生变化，房地产行业相关宏观调控措施已优化调 整。基于此，相关外汇管理措施有必要加以优化调整，以适应新形势新要求，助力 ...

来源丨央视新闻 编辑丨江佩佩 张嘉钰 黄金首次突破3690美元，金饰价逼近1100元 19项措施扩大服务消费！9部门重磅发文 SFC 21君荐读 此外，马杜罗指出，美国作为将大麻生产和消费合法化的国家，没有资格对委内瑞拉说三道 四，并表示委内瑞拉不会"落入毒品合法化的愚蠢陷阱"。 近期，美国以"打击拉美贩毒集团"为由在委内瑞拉附近加勒比海域部署多艘军舰，两国关系持 续紧张。 据央视新闻报道，当地时间9月15日，委内瑞拉总统马杜罗强烈谴责美国近期对委内瑞拉渔船 的非法拦截行为，宣布中断与美国政府之间的一切联系。 马杜罗表示，近期委内瑞拉与美国之间发生的事件并非"关系紧张"，而是美方对委内瑞拉 的"侵略"。 ...

记者丨费心懿 编辑丨骆一帆 江佩佩 张嘉钰 全球动力电池及储能电池出货冠军宁德时代（300750.SZ；3750.HK）在港股二次上市之后，A/H股股价均大幅增长。9月15日，其股价涨幅超 9%，市值创下新高。 9月16日，宁德时代A股成交额继续保持活跃，超100亿元。 截至9月16日，宁德时代A股市值1.63万亿元人民币，H股市值1.78万亿港元，对应1.62万亿元人民币。 "宁链"强势上涨 这一波股价新高不仅刷新了宁德时代自身的市值纪录，更在资本市场引发连锁反应。 宁德时代股价的突破性上涨，首先在动力电池产业链引发强烈共振。9月15日当天，电池指数（申万）盘中涨幅一度超过8%，形成板块性行 情。 外资投行摩根大通9月14日发布的一份研报，将宁德时代-H的评级由中性上调为增持。其表示，过去一个月，中国电池价值链出现显著上涨。 自8月1日起至近期高点，二线电池制造商——亿纬锂能（300014.SZ）、国轩高科（002074.SZ）和中创新航（3931.HK）——股价上涨50%至 80%（沪深300指数上涨10%），而宁德时代同期表现相对逊色（A股上涨24%，H股上涨7%）。 摩根大通认为，宁德时代的储能电池需 ...

记者丨 董鹏 编辑丨骆一帆 异常"稳重"的银河磁体，突然启动了外部并购。 9月15日，银河磁体发布停牌公告，拟购买同在成都的京都龙泰科技有限公司（下称"京都龙泰"）100%股权，并与14名交易对方已签署意向性 协议，初步达成购买资产意向。 值得注意的是，自2010年上市以来，银河磁体始终未进行过外部收购与再融资，仅有的一次并购事件还是对外出售其子公司股权，公司又为何 会选择在当前节点展开并购？ 公开资料显示，京都龙泰为银河磁体同业公司，主营产品为铁氧体永磁、烧结稀土永磁、粘结稀土永磁，在EPB（电子驻车）用稀土永磁铁氧 体材料领域具备较高市场份额。 而根据银河磁体此前判断，随着汽车向舒适化、节能化、自动化及智能化的发展，汽车电机中用到的粘结钕铁硼磁体将保持增加。 同时，过去几年银河磁体业绩增长也出现瓶颈，公司营收自2022年逼近10亿元的历史峰值后，连续回落至今。 不过，受到稀土行业政策变化的影响，相关公司估值提升非常明显，银河磁体股价亦由去年同期的不足13元升至当前的32元以上，股价升值非 常明显。 此次，银河磁体亦计划使用发行股份及支付现金的方式，来支付收购京都龙泰的交易对价。 由于主营业务的"to B" ...

Core Viewpoint - The A-share market experienced a significant rise on September 16, with the robotics sector leading the gains, indicating strong investor interest and potential growth in this industry [1]. Group 1: Market Performance - The robotics sector saw over 20 stocks hitting the daily limit up, with notable performers including Anpeilong, Hanwei Technology, and Hongchang Technology achieving a 20% increase [1]. - Other companies like Wanxiang Qianchao, Sanhua Intelligent Control, and Shiyun Circuit also recorded substantial gains, with more than 10% increases [1]. - Several stocks, including Shanghai Construction and Kangping Technology, saw increases exceeding 10% [1]. Group 2: Industry Developments - Yushu Technology announced the launch of UnifoLM-WMA-0, an open-source world model designed for general robotics learning, which could enhance the capabilities of robots in interacting with their environments [1]. - According to Minsheng Securities, the robotics sector is expected to experience significant catalysts in the fourth quarter, with the T-chain becoming a core focus [1]. - Yushu Technology plans to submit its IPO application in the fourth quarter, while Zhiyuan Robotics has taken a stake in Shuangwei New Materials, indicating a trend of increasing market activity and potential for further investment in the sector [1].

Core Viewpoint - The article discusses the introduction of a new round of policies aimed at stabilizing economic growth in ten key industries, which are expected to support 70% of the industrial base and pave the way for future industrial upgrades [1][2]. Summary by Sections Key Industries Benefiting - The ten key industries identified include steel, non-ferrous metals, petrochemicals, chemicals, building materials, machinery, automobiles, power equipment, light industry, and electronic information manufacturing, collectively representing 70% of the industrial economy [1]. Rationale for Policy Introduction - The timing of the new policies is significant as it coincides with the conclusion of the 14th Five-Year Plan and the tenth anniversary of supply-side structural reforms. Despite exceeding growth expectations in the first half of the year, the third quarter has seen increased uncertainties, prompting the need for measures to stabilize the economy and allow for growth in the fourth quarter [2]. Policy Focus and Implementation - The policies are designed to be precise rather than broad, addressing both supply and demand, as well as technology and market needs. Key initiatives include promoting innovation, improving quality, and integrating artificial intelligence into traditional industries [2]. Demand and Supply Alignment - The policies aim to stimulate consumption and expand market scenarios, with a focus on major engineering projects and large-scale equipment updates. This dual approach is intended to align supply and demand effectively [2]. Guidance for Enterprises - The policies serve as a guide for enterprises, emphasizing the importance of avoiding irrational competition and instead focusing on technology, brand differentiation, and quality. Support for XR equipment, smart grids, and first-of-a-kind equipment trials is also highlighted [2]. Market Order and Fair Competition - The government is placing a strong emphasis on regulating market order and combating low-price competition to ensure a fair environment for all businesses to thrive [2].