Sou Hu Cai Jing·2025-09-02 00:41Macro News - The National Standardization Administration and the Ministry of Industry and Information Technology issued a plan for the construction of a high-quality standard system for industrial mother machines, aiming to establish a basic system by 2026, with at least 300 standards to be revised or formulated, and a 90% conversion rate of international standards [1] Industry News - In September, new car manufacturers reported delivery data for August, showing an overall growth trend. Leap Motor, Xpeng Motors, and NIO all achieved record monthly delivery numbers, while Li Auto experienced a decline in deliveries for three consecutive months due to product transitions and adjustments in its sales and service system. In August, Leap Motor led with 57,066 deliveries, a year-on-year increase of over 88%, while Li Auto delivered 28,529 vehicles, a year-on-year decrease of 40.72% and a month-on-month decrease of 7.17% [2] - The monthly stock recommendations from securities firms showed that the electronics sector maintained the highest recommendation rate at 14.63%, followed by the computer and pharmaceutical sectors at 6.99% each, and the non-ferrous metals sector at 6.11% [2] - A 26-megawatt offshore wind turbine, the largest in the world with complete independent intellectual property rights, was successfully installed in Shandong, providing technical support for China's deep-sea wind power development. This turbine, with the largest single capacity and longest rotor diameter globally, is expected to generate 100 million kilowatt-hours of electricity annually, enough to power 55,000 households for a year [2] Overseas News - U.S. stock markets were closed for Labor Day, while European indices saw gains. The FTSE 100 in London closed at 9,196.34 points, up 0.10%; the CAC 40 in Paris closed at 7,707.90 points, up 0.05%; and the DAX in Frankfurt closed at 24,037.33 points, up 0.57% [3] - According to CME's FedWatch, the probability of the Federal Reserve maintaining interest rates in September is 10.4%, while the probability of a 25 basis point cut is 89.6%. For October, the probability of maintaining rates is 4.9%, with cumulative probabilities of a 25 basis point cut at 47.3% and a 50 basis point cut at 47.9% [3]