Automatically crawled from Tonghuashun and Eastmoney by cron at 08:00 Beijing time daily, with summaries rewritten by Doubao. For information organization only, does not constitute investment advice.

TL;DR · Catch up on today’s news in 30 seconds

The computing power industry has received clear development guidelines, and the national integrated monitoring system has been launched, becoming the core highlight track of this year’s CIFTIS
Frequent industrial dynamics across multiple sectors: Boeing rolls out a pay raise plan, iPhone Duo pre-orders are booming, and new real estate models have been analyzed by institutions
Overseas hotspots draw attention: 25 Fields Medal winners warn of a serious misalignment between AI and mathematical research goals

⚡ Computing Power Industry📱 Consumer Electronics🏠 Real Estate Analysis🌍 Overseas Developments🏭 Industrial Dynamics

Tonghuashun 7/24

Yongxing Materials: No special steel bases in Jiangxi and Jiangsu regions at present

2026/9/12 11:31:06

【Financial Brief】Listed company Yongxing Materials disclosed two operation-related updates on the interactive platform on September 12: the annual mining volume of its Huashan Mine has nearly reached the full-year production target, and the Baishuidong Mine is not yet in operation; meanwhile, the company clearly responded that it has not set up any special steel bases in Jiangxi or Jiangsu at present. The above information is sourced from People’s Financial News.

Boeing submits final plan to engineers’ union: includes 10% pay raise

2026/9/12 11:23:50

Cailian Press cited Boeing’s official website announcement that Boeing recently submitted a final labor contract plan to the engineers’ union SPEEA: if the plan is approved, engineers will immediately receive a guaranteed 10% salary increase, followed by an additional 4% raise in March 2027. From 2028 to 2030, a 6% annual salary adjustment pool will be set up, with a minimum guaranteed annual salary increase of no less than 4%. The union’s negotiating team has recommended that members vote in favor, and the implementation of the plan will resolve the labor demands of Boeing’s engineer group.

He Baohong, Chief Engineer of CAICT: Build a differentiated computing power layout system, and promote the transition of computing power construction from scale expansion to quality and efficiency improvement

2026/9/12 11:09:42

He Baohong, Chief Engineer of the China Academy of Information and Communications Technology (CAICT), proposed at the 2026 China Computing Power Conference that China’s computing power construction needs to shift from scale expansion to quality and efficiency improvement. The core is to build a differentiated computing power layout system, implement policies by region based on different regional endowments, while improving the full industrial chain supporting facilities including chips, servers, databases, etc., promote low-carbon technologies, and establish a national integrated supervision system to meet the needs of coordinated development of storage, computing and networks.

Citic Securities: This round of real estate policies is more of an institutional reconstruction for the industry’s transition between old and new models, and its impact on the real estate chain is mainly focused on medium and long-term institutional effects

2026/9/12 11:01:57

On August 28, 2026, multiple ministries including the Ministry of Housing and Urban-Rural Development and the People’s Bank of China intensively released new real estate policies covering commercial housing sales, credit, financing supervision and other dimensions. Citic Securities pointed out that this policy is an institutional reconstruction for the real estate industry’s transition between old and new models, with the focus shifted from stabilizing demand to establishing systems and controlling risks. It has weak short-term stimulus attributes, and its impact on the real estate chain is mainly focused on medium and long-term institutional effects.

Computing power services are emerging rapidly, becoming a highlight of this year’s CIFTIS

2026/9/12 10:39:38

According to CCTV News, the 2026 China International Fair for Trade in Services (CIFTIS) is currently being held at Shougang Park in Beijing. At this year’s CIFTIS, computing power services, which have emerged rapidly with the iteration of AI technology, have become one of the core highlights. In the special exhibition area for telecommunications, computer and information services, many exhibitors have shifted from providing traditional communication services to offering integrated “computing power + AI” comprehensive services, and related business formats are expanding new space for the development of trade in services.

Trump-nominated Surgeon General exposed to hold stocks in tobacco, fast food and carbonated beverage companies

2026/9/12 10:16:41

Recently, Nicole Saphier, Trump’s nominee for U.S. Surgeon General, is set to attend a Senate hearing. Her financial disclosure shows that her holdings involve tobacco companies such as Philip Morris and Altria, fast food companies such as McDonald’s and Yum! Brands, beverage companies such as Coca-Cola and Pepsi, as well as pharmaceutical companies such as Eli Lilly and Pfizer, whose products are mostly related to public health issues. She has promised that if the nomination is approved, she will sell the relevant holdings within 90 days and recuse herself from related interest matters before taking office, and there are no violation records so far.

Eastmoney 7/24

OGAWA: The R&D project for automotive smart cockpit massage comfort system has entered the stages of patent application, prototype testing and vehicle model adaptation

2026/9/12 11:34:49

A股 listed company OGAWA (stock code: 002614) disclosed on the interactive platform on September 12 that its ongoing R&D project for automotive smart cockpit massage comfort system has entered the stages of patent application, prototype testing and vehicle model adaptation. In July this year, the company passed the IATF16949 quality management system certification required for the auto parts supply chain, and related businesses are progressing steadily.

Boeing submits final plan to engineers’ union: includes 10% pay raise, minimum annual guaranteed salary increase of no less than 4%

2026/9/12 11:23:27

Boeing recently submitted a final salary contract plan to its engineers’ union SPEEA: if the plan is approved, engineers will immediately receive a guaranteed 10% salary increase, with an additional 4% raise in March 2027; from 2028 to 2030, a 6% annual salary adjustment pool will be set up, with a minimum guaranteed annual salary increase of no less than 4%. The union’s negotiating team has recommended that members vote in favor of the plan.

2026/9/12 11:19:00

On September 10, Apple released its first foldable smartphone iPhone Duo at its autumn launch event, and related premium topics have recently become top trending searches. The phone is not yet on sale, and nearly one million people have signed up to purchase it. Demand for proxy purchasing and pre-orders has surged, with a significant market premium. According to data from the Dewu platform, pre-orders have already been transacted at a price of 49,999 yuan, an increase of about 212% compared to the official starting price of 15,999 yuan.

China’s computing power platform realizes national integrated computing power coordinated monitoring

2026/9/12 11:09:38

The 2026 China Computing Power Conference disclosed that China’s computing power platform has completed the connection and access of platforms in 31 provinces, autonomous regions and municipalities across the country, realizing national integrated coordinated monitoring of computing power. Previously, the platform completed the pilot access for 10 provinces, autonomous regions and municipalities at the 2025 Computing Power Conference. This time, the full-domain networking has been completed on the basis of the pilot, marking that the development pattern of “one network, one overall plan, one integration” for China’s computing power has basically taken shape.

He Baohong, Chief Engineer of CAICT: Build a differentiated computing power layout system, and promote the transition of computing power construction from scale expansion to quality and efficiency improvement

2026/9/12 11:08:52

At the 2026 China Computing Power Conference held on September 12, He Baohong, Chief Engineer of the China Academy of Information and Communications Technology (CAICT), stated that domestic comprehensive computing power construction needs to change its development思路, shifting from the previous scale expansion stage to the quality and efficiency improvement stage. The subsequent development system will be built around four dimensions: differentiated layout, software and hardware industrial system, low-carbon computing power base, and national integrated system.

Terence Tao and 24 other Fields Medal winners warn: There is a serious misalignment between AI and mathematical research goals

2026/9/12 11:02:20

On September 11 local time, 25 Fields Medal winners including Terence Tao and Deng Yu issued a joint statement warning of the risk of serious misalignment between current AI development and mathematical research goals. The statement pointed out that the ability of large language models to solve major mathematical problems has improved significantly in recent years. If AI companies continue to use mathematical problems as a benchmark for testing AI capabilities, it may cause damage to mathematical research and the academic community.

Yahoo Finance

Popular women’s clothing chain closes 177 stores

2026/9/11 07:17:00

【Brief】The subject involved is a well-known overseas mass-market women’s clothing chain brand. The core event is that the brand recently announced the closure of 177 offline stores, mainly covering locations with lower-than-expected operating performance. This is expected to reduce the brand’s redundant operating costs, and also reflects the common industry trend of offline apparel retail being under passenger flow pressure and brands actively contracting to optimize their layouts.

HIVE brings in enterprise veteran to scale BUZZ HPC’s AI cloud business

2026/9/11 07:36:12

This news involves technology company HIVE and its high-performance computing business brand BUZZ HPC. The core event is that HIVE recently recruited a senior industry professional with enterprise-level operation experience to lead the large-scale expansion of BUZZ HPC’s AI cloud business. This move is expected to accelerate the commercialization efficiency of BUZZ HPC’s AI cloud services and strengthen HIVE’s overall market competitiveness in the AI computing power track.

Man declares bankruptcy with 34 cents while hiding millions

2026/9/11 07:41:36

Recently, a man abroad filed for personal bankruptcy and declared that he only had 34 cents in assets available to pay off his debts. After verification by the bankruptcy administrator, it was confirmed that he had deliberately concealed undisclosed assets with a total value of millions of dollars. This act is suspected of bankruptcy fraud, and the case has now entered judicial proceedings. The party involved will face multiple penalties including fines and criminal accountability, which also provides a practical reference for the risk control of asset verification in the personal bankruptcy system.