Today's Brief 今日简报 · 24 Sep 2026
China markets fall as filings pile up
中国市场下跌，公告堆积
Mainland indices fell 0.39 to 0.64 percent as 56.4% of listings declined. Heavy filings included a critical bankruptcy at Taiji Group and judicial auction delays at Beijing Centergate Technologies, alongside multiple pledges and litigation notices.
内地指数下跌0.39至0.64%，56.4%的上市公司股价下跌。重大公告包括太极集团的破产重整和中关村司法拍卖中止，以及多项股份质押和诉讼公告。
Market PerformanceClose, 23 Sep 2026
市场表现9月23日收盘
The eleven sectors, weighted by market value. The strongest and weakest industry in each.
十一大行业板块，按市值加权。各板块内最强与最弱的行业。
Company Filings
公司公告
Taiji Group 太极集团 filed a critical notice on 24 Sep about bankruptcy restructuring of a wholly owned subsidiary. Beijing Centergate Technologies 中关村 filed a critical notice the same day on the suspension of judicial auction of controlling shareholder shares.
Zhongman Petroleum and Natural Gas Group 中曼石油 and Cellwise 赛微微电 both filed high-severity pledges of controlling shareholder or major shareholder shares on 24 Sep. Henan Lantian Gas 蓝天燃气 filed a high-severity freeze of controlling shareholder shares the same day.
Lihang Technology 立航科技 and Do-Fluoride New Materials 多氟多 filed high-severity pledges on 24 Sep. Beijing Oriental Jicheng 东方中科, Zotye Automobile 众泰汽车, Shennong Group 神农集团 and Shaanxi Broadcast & Tv Network Intermediary 广电网络 all filed high-severity litigation notices the same day.
Shenyang Huitian Thermal Power 惠天热电 filed a high-severity litigation notice on 24 Sep concerning a controlling subsidiary.
惠天热电于9月24日发布高风险公告，涉及控股子公司重大诉讼和仲裁。
Legislation and Policy
法规政策
People's Bank of China 中国人民银行 published on 21 Sep a report on August 2026 financial market operations. Beijing 北京市 published on 21 Sep a notice on the 2026 list of industrial mother machine enterprises eligible for value-added tax additional deduction policy.
Unverified Reports
未经核实报告
Huagong Tech 华工科技 said in unverified claims that US FCC rules on data centre optical modules currently have no impact on the company, and that it will monitor developments and prepare contingencies. The company was asked whether its Thailand production base could absorb all new orders from North American customers if mainland China production faced constraints.
华工科技在未经证实的声明中表示，美国FCC关于数据中心光模块的规则目前对公司无影响，公司将密切跟踪并做好预案。公司被问及如果大陆生产受限，泰国基地是否能承接所有北美客户新订单。
Rigol 普源精电 and Siglent 鼎阳科技 were asked in unverified claims about vector network analyser VNA demand and competition. Investors questioned whether recent research reports claiming large-scale VNA adoption in PCB production testing were accurate, and whether the market faced supply shortages or price rises.
普源精电和鼎阳科技在未经证实的声明中被问及矢量网络分析仪VNA的需求和竞争情况。投资者质疑近期研报关于VNA在PCB生产检测大规模应用的说法是否属实，以及市场是否存在供不应求或价格上涨。
Fujian Mindong Electric Power Group 闽东电力 said in an unverified claim that its virtual power plant business is in early stages with no commercial revenue expected in 2026, and that its sea wind projects remain unstarted or unproductive. The company denied involvement in algorithmic power coordination, green power direct connection or smart grid business.
闽东电力在未经证实的声明中表示虚拟电厂业务处于初期阶段，2026年无商业收益预期，海上风电项目未开工或未投产。公司否认参与算电协同、绿电直连或智能电网业务。
Earnings
业绩动向
Jiangxi Fushine Pharmaceutical 富祥股份 pre-announced on 18 Sep that net profit for the first nine months will rise by between 658.00% and 785.00% against the same period last year.
富祥股份于9月18日预告前三季度净利润同比增长658.00%至785.00%。
Shenyang Cuihua Gold and Silver Jewelry *ST萃华 has not filed its H1 report; the date standing with its exchange is 22 Aug 2026.
*ST萃华未提交上半年报告，交易所登记日期为2026年8月22日。
Market Voices
机构观点
| House 机构 | Said 观点 | When 时间 |
|---|---|---|
| Goldman Sachs高盛Global 全球 | Goldman Sachs said available gold inventory outside the US is tightening, while investor interest is broadening from gold to silver, platinum, palladium and copper. 美国境外可动用库存趋于收紧，与此同时投资者兴趣从黄金拓展至白银、铂金、钯金甚至铜。 | 24 Sep 2026 01:58 Source 来源 |
| Goldman Sachs高盛Global 全球 | Goldman Sachs said large quantities of metals already in the US will remain stuck, and rising tariff risk may prompt further hoarding. 预计大量已入境美国的金属将持续滞留，而关税风险阶段性上升可能会促使市场进一步囤货。 | 24 Sep 2026 01:57 Source 来源 |
| IMFIMFGlobal 全球 | IMF chief Georgieva said global medium-term growth prospects are weak and fiscal challenges are mounting. 全球经济中期增长前景疲弱，财政挑战日益严峻。 | 24 Sep 2026 00:47 Source 来源 |
| Federal Reserve美联储Global 全球 | Federal Reserve official Goolsbee said large negative supply shocks should be assumed to have fairly persistent effects on inflation. 最好假定较大的负面供给冲击会对通胀产生相当持久的影响。 | 23 Sep 2026 23:33 Source 来源 |
| Central Bank of Brazil巴西央行Global 全球 | Brazil's central bank said artificial intelligence now appears more inflationary. 如今人工智能似乎更具通胀性。 | 23 Sep 2026 21:29 Source 来源 |
What to Watch
关注要点
中塑股份 fell 34.53% on turnover of 21.38亿 CNY, the largest single-day decline on the mainland.
中塑股份下跌34.53%，成交额21.38亿元，为内地最大单日跌幅。
Rigol 普源精電 (00537, HKEX) rose 20.36% on turnover of 2.93亿 HKD, the strongest Hong Kong mover, amid unverified claims about VNA market demand.
普源精電（00537，港交所）上涨20.36%，成交额2.93亿港元，为港股最强表现，期间有关于VNA市场需求的未经证实声明。
Hang Seng fell 1.01% to 24,834.12, outpacing mainland declines as HSCEI dropped 1.06% to 8,273.81.
恒生指数下跌1.01%至24,834.12，跌幅超过内地，国企指数下跌1.06%至8,273.81。