據伊通社（IRNA）報道，伊朗伊斯蘭革命衛隊總司令顧問組負責人阿里·法達維少將（Ali Fadavi）強調，如今伊朗除了需要保持警惕，並做好應對敵人在軍事和經濟領域行動的準備外，更需要防範內部矛盾。他說，伊斯蘭共同體內部任何細微分歧，都可能損害伊朗的國家實力和影響力。

白酒整體需求仍偏謹慎，而且品牌、地區和消費場景之間的分化正在擴大。安徽好於去年、河南大致穩定，江蘇、山東、四川仍有壓力；宴席需求明顯比商務和送禮需求更有韌性。茅臺在主要品牌中表現相對突出，飛天批價繼續上漲、渠道庫存很低；五糧液正在主動降低庫存，而老窖及部分次高端品牌面臨更明顯壓力。 今年中秋和國慶分開，使中秋後的第二輪補貨成爲重要觀察窗口。高盛認爲，9月28—29日飛天茅臺和普五批發價能否保持穩定，將是判斷國慶補貨意願的一個關鍵指標。（不同白酒股預測見下圖，高盛9月18日報告）

Galaxy Securities says August saw a post-season production and consumption rebound: China domestic passenger-car sales rose MoM, exports stabilised at high levels and YoY growth remained strong. New energy vehicles (NEVs) continued to underpin export growth; commercial-vehicle domestic demand was steady, NEV penetration climbed to near 50%, and strong truck export growth kept commercial-vehicle exports buoyant. Looking ahead, the market is entering a seasonal consumption peak around "Golden September, Silver October" into year-end; NEVs are expected to remain the main driver of domestic recovery and elevated export growth, with vehicle sales likely to increase MoM and support industry operating improvement in September and Q4.