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Daily Investment News Digest · 2026-09-30

15 News Briefs · Multi-source Aggregation + AI Rewriting

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

TL;DR · Catch up on today’s news in 30 seconds
  • 港股 closed slightly lower at midday, the U.S. is holding consultations on a diesel export ban and has notified allies that supplies may be disrupted
  • Infrastructure and consumer electronics sectors receive positive catalysts: the 1km+ tunnel of the Zhangzhou-Shantou High-speed Railway is completed, and 2026 Mini LED TV shipments are expected to reach 25 million units
  • New progress made in brain-computer interface and Alzheimer’s disease research, multiple companies announce updates on financing, personnel adjustments and cooperation
📈 Stock Market Trends🔥 Energy Policy🚄 Infrastructure Industry🧠 Cutting-edge Technology💰 Corporate Updates

Tonghuashun 7/24

First 1km+ tunnel of Zhangzhou-Shantou High-speed Railway completed

2026/9/30 12:23:41

[News Summary] Related underlying assets: China Railway Construction Corporation, Zhangzhou-Shantou High-speed Railway. On the 30th, the Baishishan Tunnel of the Zhangzhou-Shantou High-speed Railway, constructed by China Railway 11th Bureau Group under China Railway Construction Corporation, was safely completed. This is the first 1km+ tunnel completed along the entire Zhangzhou-Shantou High-speed Railway line. The successful achievement of this key milestone lays a solid foundation for the follow-up construction of the project, and helps ensure the overall construction progress of the Zhangzhou-Shantou High-speed Railway.

Deutsche Asset Management China announces management team adjustment: Zhou Dong appointed as General Manager, Xie Feng as Deputy General Manager

2026/9/30 12:22:26

Deutsche Asset Management China recently announced a management team adjustment: Zhou Dong was appointed as the company’s General Manager, and Xie Feng as Deputy General Manager. Li Zhenghong, who has served as Chairman since January 2026 and previously acted as General Manager, has completed his acting term, has now stepped down from all acting positions and serves exclusively as Chairman. Both Zhou Dong and Xie Feng have multiple work experiences in securities firms and asset management institutions, and have been deeply engaged in the asset management field for many years. Information source: People’s Financial News.

Report: Trump holds crisis consultations with advisors on diesel export ban, U.S. government has notified allies supplies may be disrupted

2026/9/30 12:13:40

[Caixin News] U.S. President Donald Trump is recently holding crisis consultations with advisors on addressing domestic fuel issues, evaluating multiple options to stabilize domestic fuel prices including a diesel export ban, and no final decision has been made on restricting exports for now. The U.S. government has notified allies including the UK in advance that their fuel supplies may be disrupted by relevant policy changes.

Study: Two genetic mechanisms may help reduce Alzheimer’s disease risk

2026/9/30 12:07:41

Two new studies from the University of Eastern Finland based on multi-cohort genomic data of hundreds of thousands of people show that two genetic mechanisms related to lipid metabolism in the brain can reduce the risk of Alzheimer’s disease: among them, the P522R variant of the PLCG2 gene can reduce the risk of onset and delay the onset time even for people carrying the high-risk APOEε4 allele. Relevant findings can provide clues for the exploration of prevention and treatment targets for the disease.

港股 Midday Review: Hang Seng Index down 0.04%, Hang Seng Tech Index down 0.15%

2026/9/30 12:01:15

At the midday close of 港股, core indexes edged down: the Hang Seng Index fell 0.04%, and the Hang Seng Tech Index fell 0.15%. Sectors were differentiated, with advertising marketing and media leading the gains, and metal products and computer storage devices leading the declines. Among related ETFs, the Yinhua Hang Seng Index Hong Kong Stock Connect ETF (159318) fell 0.32%, and the Penghua Hong Kong Stock Connect Technology ETF (159751) rose 0.24%. Individual stocks were clearly differentiated: Huanchuang Technology led gains with a rise of over 194%, while Dexin-B led declines with a fall of 12.2%.

September 30 Midday Announcement Roundup: Some units of Guangkang Biochemistry’s subsidiary construction project enter trial production phase

2026/9/30 12:00:26

Three listed companies disclosed announcements at midday on September 30: Two types of production equipment of Hubei Shengkang, a wholly-owned subsidiary of Guangkang Biochemistry, have entered a 1-year trial production phase; the planned 100% equity transfer of Lianlian Payment by Hailian Jinhui was terminated as it failed to obtain approval from the competent authority, and the company received an exemption of 60 million yuan in principal and interest of loans, which is expected to increase net profit by 60 million yuan; Beijing New Building Materials’ 6 billion yuan debt financing instrument was registered with the National Association of Financial Market Institutional Investors, with a 2-year validity period.

Eastmoney 7/24

Sudu Technology completes new round of financing exceeding 1 billion yuan

2026/9/30 12:25:05

According to Shanghai SDIC Pilot Fund’s announcement on September 30, Sudu Technology has completed a new round of financing exceeding 1 billion yuan. This round was co-led by Shanghai SDIC Pilot, Guotai Haitong, and Futeng Capital, with participation from multiple industrial and long-term capital including Daohe Long-term and Dongfeng Asset, and continued follow-up investment from existing shareholders including Xiaomi. The raised funds will be mainly used for full-stack technology breakthroughs and large-scale verification of real industrial scenarios.

Institution: 2026 Mini LED backlit TV shipments expected to reach 25 million units

2026/9/30 12:23:05

A report released by TrendForce on September 30 shows that driven by active deployment of TV brands and expansion of product sizes, total global shipments of Mini LED backlit consumer electronics in 2026 are expected to exceed 30 million units, a year-on-year increase of more than 60%. Among them, TVs are the core growth driver. Benefiting from the popularization of RGB Mini LED technology and the domestic trade-in policy, 2026 Mini LED backlit TV shipments are expected to reach 25 million units, with a penetration rate exceeding 10%.

China Rare Science and Innovation signs strategic cooperation agreement with Benmo Technology

2026/9/30 12:19:05

On September 29, 2026, China Rare Science and Innovation signed a strategic cooperation agreement with Benmo Power (Beijing) Technology Co., Ltd. The two parties will combine rare earth new material resources with the application demand of direct drive power modules, jointly develop high-performance magnetic materials such as neodymium iron boron, magnetic concentrator rings, and radiation magnetic rings, develop related products suitable for direct drive motors, and promote the implementation of direct drive modules in fields such as embodied robots, household smart devices, industrial automation, and high-end medical equipment.

NeuroXess reveals new clinical progress of “three-full” brain-computer interface: subjects can complete creation and control devices with the help of AI

2026/9/30 12:15:05

On September 30, NeuroXess disclosed the latest clinical exploration progress of its fully implanted, fully wireless, fully functional “three-full” brain-computer interface system: after being implanted with the system, a subject with high paraplegia can combine AI large models, 3D printing, and smart glasses to complete brain-controlled digital creation, output of physical works, and also identify and control surrounding daily devices such as hospital beds and lights. Related applications are still in the clinical exploration stage.

Michael Burry’s protégé warns of “value trap” in South Korean stock market

2026/9/30 12:14:08

Clifton, Michael Burry’s protégé and founder of Pomerium Capital, warned in a letter to investors on September 29 that there is a value trap in the South Korean stock market: although South Korean stocks are valued lower than global peers and have solid corporate fundamentals, most companies are controlled by founding families, and the interests of management are misaligned with those of small and medium shareholders, who have difficulty actually obtaining the returns corresponding to the valuation discount, so investors need to be extra cautious.

Report: Trump holds crisis consultations with advisors on diesel export ban, U.S. government has notified allies supplies may be disrupted

2026/9/30 12:13:07

U.S. President Donald Trump is recently holding crisis consultations with advisors on addressing domestic fuel issues, evaluating multiple measures including a diesel export ban to lower domestic fuel prices and alleviate the domestic fuel crisis, and no final decision has been made on restricting diesel exports for now. The U.S. government has notified allies including the UK that relevant measures may disrupt the fuel supply of these countries.

Yahoo Finance

2026/9/23 09:52:26

美股-listed printing and business service provider Ennis (ticker: EBF) recently released its financial report, showing that current period revenue achieved year-on-year growth, but net profit fell year-on-year due to drag from legal-related expenses. There are currently differing views in the market discussing whether the legal non-recurring expenses recorded in this financial report have concealed the actual positive operating situation of the company’s main business.

Strive CEO: Bitcoin Could ‘Go to Infinity’ as Dollar Debt Crisis Breaks

2026/9/23 09:51:00

The CEO of asset management firm Strive recently publicly expressed his views related to the cryptocurrency Bitcoin. He stated that if a U.S. dollar debt crisis breaks out, there will be no clear upper limit to Bitcoin’s price, which could even reach “infinite” levels. Note that this statement is only the personal judgment of the executive, does not constitute investment advice, and cryptocurrency itself has extremely high volatility risk.

Westinghouse Air Brake (WAB) Signs $700 Million-Plus Rail Services Deal. Can Profits Grow?

2026/9/23 09:43:50

North American rail transit equipment manufacturer Westinghouse Air Brake (美股 ticker: WAB) recently signed a railway service order with a total value of over 700 million US dollars, which is one of the largest contracts of the same type it has landed in recent years. Currently, the market and investors are generally concerned about whether the implementation and fulfillment of this large order can form a substantial positive boost to the company’s subsequent revenue and profit growth.

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