The Swedish central bank expects the policy rate to average 2.07% in the first quarter of 2027, down from a previous forecast of 1.89%.

Key News 1. National Energy Administration: As of the end of August, the national cumulative installed power generation capacity reached 4.103 billion kilowatts, a year-on-year increase of 11.1%. 2. Shanghai Financial Regulatory Bureau issued "Several Measures to Promote the Application of Artificial Intelligence in Shanghai's Banking and Insurance Industries." Individual Stock News 1. Data on main capital flow shows that Guoci Materials saw the largest net inflow of main capital at 880 million yuan, followed by Leike Defense, Pingtan Development, Megmeet, and Joyson Electronics; Zhongji Xuchuang saw the largest net outflow of main capital at 1.778 billion yuan, followed by GigaDevice, China Jushi, Changxin Technology, and Dongshan Precision. 2. Innovent Biologics: Its wholly-owned subsidiary signed a licensing agreement with Eli Lilly, which includes milestone payments of up to $3.25 billion. 3. O'Connor will collaborate with Hygon Information to build a domestically produced memory and storage chip testing platform, expected to be released by the end of the year. 4. Gaming companies ramp up AI investment: Century Huatong announced its self-developed decision-making model, which has been validated in closed-loop systems across multiple games. 5. Shandong Gold: Currently actively advancing some M&A projects. 6. Shuozhou Economic Development Zone Management Committee signed a strategic cooperation agreement with BYD Battery. 7. Aoni Electronics: A subsidiary signed a GPU computing card product procurement contract worth approximately 1.556 billion yuan. 8. Lead Intelligent Equipment successfully shipped its new generation of mass-production-grade dry coating equipment. 9. Controlling shareholder embroiled in divorce proceedings; Southwest China's leading hog producer experiences a flash crash and hits daily limit down; Shennong Group responds: Company control is relatively stable.

The PBOC Monetary Policy Committee met on Sept. 19 (Q3 2026, 114th meeting) and prioritized coordinating aggregate supply and demand. It called for stepped-up measures to expand domestic demand, optimize supply and accelerate the transition from old to new growth drivers to boost domestic-driven momentum, strengthen domestic circulation and the domestic–international dual circulation, and support sustained higher-quality economic growth.