**1. CATL's Jianxiawo Lithium Mine Resumption Imminent** **Importance: ★★★★★**

At 9:20 AM on September 9, CATL's controlling subsidiary Yichun Times New Energy Resources Co., Ltd. held a "Jianxiawo Lithium Mine Resumption Work Meeting" to specifically advance the resumption of the Jianxiawo lithium mine. According to informed sources, CATL's Jianxiawo lithium mine's application for mining rights certificates and mining permits is progressing smoothly, with resumption expected soon, "faster than the market's quickest expectations."

**2. Alibaba Launching Gaode Group Buying?** **Importance: ★★★★**

Market rumors suggest that Alibaba will officially announce major business adjustments on Wednesday and Thursday, involving the restart of Koubei.com and collaborative development with Gaode group buying, aiming to rebuild the local lifestyle consumption decision-making system. However, other media reports indicate that sources reveal Alibaba's business launch event is unrelated to "Koubei.com" and self-operated group buying business, but is related to Gaode and will launch a Gaode-related product.

Although there is no definitive news yet, the capital market has already reacted in advance. Institutions are also optimistic about Alibaba's instant retail prospects. Great Wall Securities research report believes that after further improving flash purchase layout and achieving internal business synergy, Taobao is expected to become a comprehensive "major consumption platform."

**3. US Non-Farm Annual Benchmark Revision Data: Downward Revision of 911,000** **Importance: ★★★★**

US employment growth in the year ending in March was far less than previously reported, increasing pressure on the Federal Reserve to cut interest rates. According to preliminary benchmark revision data released by the US government on Tuesday, non-farm employment for the year ending in March may be revised down by 911,000, equivalent to an average monthly decrease of nearly 76,000. Final data will be released early next year.

**4. China Mobile Applying to MIIT for Satellite Mobile Communication Business License** **Importance: ★★★**

On September 9, according to China Securities Journal, China Mobile is applying for satellite mobile communication business operating permits to establish a policy foundation for legally compliant direct satellite connection services for mobile phones. The application has currently entered the review process.

**5. Market Regulation Administration Has Interviewed Major Food Delivery Platforms to Resist Malicious Subsidies** **Importance: ★★★**

According to CCTV News on September 9, at a regular press conference held by the Market Regulation Administration, regarding recent food delivery platform subsidy controversies, Market Regulation Administration spokesperson Wang Qiuping introduced that the administration has promptly interviewed major food delivery platforms. The relevant platforms responded quickly, collectively voicing commitments to strictly abide by laws and regulations, eliminate unfair competition, resist malicious subsidies, and promote orderly industry development.

**6. Over 10 Billion Yuan in Southbound Capital Flowing to Alibaba in Just Six Trading Days - What Does This Mean?** **Importance: ★★★**

Statistical data shows that from September 1-8, 2025, mainland investors maintained large net purchases of Alibaba through Stock Connect, with "Stock Connect net purchase amount" ranking first among all target stocks for six consecutive trading days. Even when Alibaba's stock price declined from September 2-4, it did not dampen southbound capital inflow enthusiasm. In just six trading days, Stock Connect net purchase amount reached HK$18.693 billion.

Guoyuan International Holdings pointed out that the external environment of the Hong Kong stock market remains stable overall, showing strong structural bull market characteristics. Policy expectations currently remain another pillar supporting Hong Kong stock valuations, with Hong Kong stocks expected to maintain resilience in the medium to long term.

**Additional noteworthy news:** 7. Guangzhou Futures Exchange: Adjusting industrial silicon and polysilicon futures contract trading fee standards and trading limits. 8. China has published 30 national AI standards, with 15 humanoid robot national standards under development.

**US Market Updates**

**1. US Three Major Indices Rise Collectively, Alibaba Up Over 3%** US three major indices rose collectively. As of 22:00, the Dow gained 0.04%, Nasdaq up 0.07%, S&P 500 up 0.07%. Apple fell nearly 1% ahead of its autumn launch event at 1:00 AM Beijing time on September 10; Alibaba rose over 3% on news that the company's new business launch event may be related to Gaode and group buying.

**2. Bank of Japan Drops Bombshell: Staying Put in September, Random Strike Within the Year?** According to informed sources, Bank of Japan officials believe there's still potential for another benchmark rate hike this year despite domestic political turmoil, as economic conditions have developed as expected. Sources say US-Japan trade agreements have eliminated a key source of uncertainty, but the BOJ may keep rates unchanged at 0.5% at its next policy meeting on September 19, as officials are still assessing the economic impact of US tariffs domestically and internationally. The BOJ will hold additional monetary policy meetings in October and December this year.

**3. "Black Swan" Strike: Indonesia Suffers Stock-Bond-Currency Triple Kill - What Happened?** Affected by the dismissal of Indonesian Finance Minister Sri Mulyani, Indonesia's financial markets suffered a "stock-bond-currency triple kill" on September 9, with the Jakarta Composite Index falling as much as 1.84% intraday, the rupiah plunging, and Indonesian sovereign bonds declining simultaneously. Analysts point out that Sri Mulyani's dismissal has raised market concerns about Indonesia's long-term fiscal prospects.

**Investment Opportunities**

**1. Multiple STAR Market Innovative Drug Companies' Important Research Selected for WCLC Oral Presentations** The 2025 World Conference on Lung Cancer (WCLC) was recently held in Barcelona, Spain. Important research from STAR Market innovative drug companies BeiGene, Baylx, and Dizal Pharmaceutical was selected for oral presentations at this year's conference, demonstrating international recognition of Chinese innovative drugs. Founder Securities points out that innovative drugs' strong mainline attributes remain unchanged, with September potentially being the starting point of a new wave in innovative drug markets. Orient Securities believes the current period may still be an excellent time to allocate to innovative drugs.

**Additional sectors worth attention:** 2. Consumer | Suning.com launches "national interest subsidy" with maximum subsidies of 3,000 yuan 3. Satellite Communication | Huawei announces satellite communication-related patents 4. Consumer Electronics | Institutions: Global tablet panel shipments surged 14% year-over-year in Q2 5. Chips | Reports suggest NVIDIA requires Samsung to double GDDR7 supply

**Positive Announcements:** 1. Shenzhen Keda: Executive Zhou Erqing plans to increase holdings by no less than 2.88 million yuan and no more than 4 million yuan 2. Minhe Shares: August commercial chick sales revenue of 86.409 million yuan, up 108.92% month-over-month 3. Xiaoming Shares: August poultry product sales revenue of 79.9041 million yuan, up 6.34% month-over-month 4. Asia-Pacific Shares: Received brake and EPB project appointments totaling 514 million yuan 5. Jiangnan Water: Consortium expected to win 368 million yuan EPC project

**Negative Announcements:** 1. China Electronics Port: National Integrated Circuit Fund plans to reduce holdings by no more than 3% 2. Western Gold (5 consecutive daily limits in 7 days): Shareholder Jinyuan Company reduced 1% stake from September 8-9, reduction plan completed 3. Wingtech Technology: Shareholder holding over 5%, Wuxi Guolian Integrated Circuit Investment Center, reduced holdings by 0.79% 4. Baihe Flower: Actual controller Chen Lirong plans to reduce holdings by no more than 0.70% 5. Neo Solar Power: Controlling shareholder's acting-in-concert person Zhou Dongliao plans to reduce holdings by no more than 0.28%