Macro Highlights - The People's Bank of China supports qualified financial institutions in issuing financial bonds and credit asset-backed securities to enhance consumer credit supply capabilities [1] - As of the end of August, there are over 10,000 tax refund shops for outbound tourists in China, with a 248% year-on-year increase in the number of tax refund beneficiaries and a 98% increase in tax refund sales from January to August [1] - The National Medical Products Administration has decided to conduct a second phase of pilot work for personalized cosmetic services in certain regions starting from October 1, 2025 [1] Industry News - The China Nonferrous Metals Industry Association's Silicon Industry Branch reports that the number of operating polysilicon enterprises remains at 10, with one undergoing maintenance expected to resume production in early October [3] - New mandatory national standards for polysilicon energy consumption will be implemented, potentially reducing effective domestic polysilicon capacity by approximately 16.4% by the end of 2024 [3] - The China Academy of Information and Communications Technology has established the Software Intelligence Committee to promote technological development and application innovation in the software industry [3] Company News - Ningde Times plans to achieve mass supply of sodium-ion passenger vehicle power batteries next year [6] - Zhongji Xuchuang reports a cumulative change in shareholding ratio exceeding 1% by specific shareholders [6] - Yuanfei Pet's shareholders plan to reduce their holdings by up to 3.48% [6]

Core Viewpoint - The establishment of the China Artificial Intelligence Industry Development Alliance (AIIA) Software Intelligence Committee aims to promote technological development and application innovation in China's software industry through various initiatives [1] Group 1: Committee Formation and Objectives - The AIIA Software Intelligence Committee was officially established on September 12, 2025, during the "2025 China International Service Trade Fair - Large Model Driven Enterprise Digital Transformation Forum" [1] - The committee is an upgrade and expansion of the original "AIIA-AI4SE Working Group" [1] Group 2: Key Initiatives - The committee will focus on intelligent transformation research throughout the entire software development process, enhancing the application of new technologies like artificial intelligence in demand, development, testing, and operations [1] - It aims to promote intelligent innovation in software product forms, including the intelligent upgrade of system software, middleware, application software, and industry-specific software, as well as the development of AI-native software [1] - The committee will assist software information enterprises in their intelligent upgrades, accelerating the "smart transformation and digital transition" process centered around large models, driving comprehensive upgrades in production methods, service models, and business models [1]