NEWS DESK

Company news and operating events

Material corporate disclosures, operating changes, transactions, governance and company-level developments.

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271
U.S. equitiesImportance 70

Intel Targets 6,000 Wafers a Month for 14A by End-2027 as 18A Yields Reach 80%

Intel is preparing its 14A process for volume production, targeting about 6,000 wafers a month by the end of 2027 while deploying equipment and running customer validation. The node follows 18A, which uses RibbonFET gate-all-around transistors and PowerVia backside power delivery and is running at yields near or at 80%. Intel is promoting its foundry business against TSMC and Samsung, and has said 14A will be among the first nodes to use High-NA EUV lithography.

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U.S. equitiesImportance 75

Meta to Deploy Arke AI Chip in First Half of 2027, Astrid by Year-End

Meta plans to deploy its third-generation in-house AI chip, Arke, across its data centres in the first half of 2027 to cut the cost and energy of running AI models. TSMC delivered 12 test chips on 1 September 2026, with measured performance within 2% to 3% of simulations. Meta has committed to deploying more than 1 gigawatt of the chips within 12 months and will follow with the next-generation Astrid chip by the end of 2027.

273
OtherImportance 60

Shanxi Zone, UBTech and Hehaoruisheng Sign Pact for Embodied AI and Mining Robot Project

Shanxi Transformation and Comprehensive Reform Demonstration Zone, UBTech and Beijing Hehaoruisheng Technology Industry Development Co. have signed a cooperation agreement to jointly build the Shanxi Embodied Intelligence Innovation Center and an intelligent manufacturing project for special robots used in industrial energy and mining. The three parties will apply embodied intelligence technology to support the transformation and upgrading of traditional industrial and mining industries.

274
A-sharesImportance 65

2027 Aion i60 Launches With Seven Trims Priced From RMB 111,600

The 2027 Aion i60 went on sale on September 15, 2026, with seven trims priced at RMB 111,600 to RMB 142,800 and a limited-time renewal price of RMB 103,600 to RMB 134,800. Some trims add a 192-line lidar. GAC Aion sold 33,694 vehicles in August 2026, up 38.56% year on year, and 244,080 units in the first eight months, up 58.37%.

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OtherImportance 65

Junzheng Group and Subsidiary Sign Gaorong Changying Fund Agreement With 12 Limited Partners

Junzheng Group and its wholly owned subsidiary Junzheng Chemical signed a partnership agreement for the Tianjin Gaorong Changying Equity Investment Fund with general partner Tibet Rongzhan Investment Center and 12 other limited partners, targeting committed capital of RMB 3.261 billion. Junzheng Group and Junzheng Chemical will each contribute RMB 500 million, totaling RMB 1 billion, or 30.67% of committed capital. The fund, managed by Gaorong Ventures, has not yet filed with the Asset Management Association of China and has not begun investing.

276
OtherImportance 55

Air China August Passenger Capacity Up 6.3%, Passenger Traffic Up 11.3%

Air China reported that in August 2026 its passenger capacity rose 6.3% year on year and passenger traffic increased 11.3%, with an average passenger load factor of 87.7%, up 4 percentage points. On the cargo side, freight capacity grew 8.1% and cargo and mail traffic rose 9.2%, while the cargo load factor reached 42.5%, up 0.4 percentage points.

277
Hong KongImportance 55

MTR Accepts Government's RMB10.505 Billion Land Premium for Tuen Mun Area 16 Phase 2

MTR Corporation has accepted the government's land premium offer of RMB10.505 billion for Phase 2 of the Tuen Mun Area 16 property development project. The premium, proposed by the government on 13 July 2026, was assessed by reference to the market value of the Tuen Mun site after railway development. Under the Tuen Mun South Extension project agreement, the agreed-period downward adjustment amount is deducted from the assessed premium for each Tuen Mun site, fully offsetting the premium.

278
U.S. equitiesImportance 60

Nvidia Said to Plan GeForce RTX 60 Series and Rubin Gaming Architecture for First Half of 2027

Nvidia is reported to be planning the launch of its GeForce RTX 60 series graphics cards in the first half of 2027, built on a Rubin gaming architecture. The launch window was approved several months ago, with staged milestones set to keep the 2027 release on track. Reported specifications include a 35% performance gain over the previous generation and double the ray tracing performance, neither confirmed by Nvidia. Pricing has not been disclosed.

279
A-sharesImportance 72

ASR Microelectronics Files for Hong Kong Listing After Swing to Profit

ASR Microelectronics filed a Hong Kong listing application on September 11, 2026, with Morgan Stanley and Haitong International as joint sponsors. The fabless chipmaker ranked first in the global cellular connectivity chip market by 2025 shipments with a 37.8% share. It posted RMB 84.24 million in first-half 2026 net profit, reversing a loss, while cumulative losses reached RMB 5.015 billion and Alibaba Network cut its stake to 10.58%.

280
OtherImportance 55

Xinjiang Communications Plans Convertible Bond Issue of Up to RMB 1.5 Billion

Xinjiang Communications Construction announced on September 15, 2026, a plan to issue convertible bonds raising no more than RMB 1.5 billion. The proceeds will fund two general construction contracting projects: the DRTJ-04 section of the G571 Lapeiquan–Bashkurgan highway and the GTBTZ-17 section of the S12 Gaochang (Turpan)–Toksun–Baluntai highway.

281
U.S. equitiesImportance 45

Apple Tests Bundling Apple TV+ and Apple Arcade With iCloud Storage Subscriptions

Apple is piloting a new subscription promotion in selected international markets, offering Apple TV+ streaming and Apple Arcade gaming at no extra charge to users who subscribe to certain iCloud storage tiers. The company has not said whether the model will expand to more markets or how long the pilot will last. Package contents and supported services vary by market, with local official plans determining specific benefits.

282
OtherImportance 72

Xingyun Technology to Raise 2026 Server Procurement Budget to up to RMB 20 Billion

Xingyun Technology (300209) said it plans to add RMB 13 billion to its 2026 procurement budget for server equipment and components, lifting the full-year total to no more than RMB 20 billion, funded by own and self-raised capital including finance leases. The board approved the proposal, which still requires shareholder approval. The company reported first-half 2026 revenue of RMB 254 million, up 497.11%, and net profit of RMB 12.02 million, up 540.15%.

283
OtherImportance 65

Legend Biotech Appoints Former Novartis China President Zhang Ying as CEO From September 15, 2026

Legend Biotech named Zhang Ying, formerly Novartis's chief commercial officer for international business and president of Novartis China, as chief executive effective September 15, 2026. She succeeds interim CEO Alan Bash, who remains president of the CARVYKTI business. In the second quarter of 2026, CARVYKTI net sales reached about USD 657 million, up 50%, while Legend posted net income of USD 33.2 million, reversing a year-earlier loss.

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OtherImportance 62

BOC International Securities Dismisses Senior Client Manager Wang Wei Amid Probe

China's Central Commission for Discipline Inspection and the Shanghai Municipal Supervisory Commission announced on September 11, 2026, that Wang Wei, a senior client manager at BOC International Securities (601696. SH), is under investigation for suspected serious disciplinary and legal violations. The company's board approved his dismissal the same day. The stock fell for two consecutive trading sessions on September 14 and 15, and is down 25.56% year to date in 2026.

285
OtherImportance 55

CATL Subsidiary Ningbo Wending to Invest RMB1.12 Billion in Xiamen Shidai Yiyuan Fund

CATL disclosed on September 15, 2026 that its wholly owned subsidiary Ningbo Meishan Bonded Port Area Wending Investment plans to commit RMB1.12 billion as a limited partner in Xiamen Shidai Yiyuan Venture Capital Fund, a 19.4175% subscription share. Controlling shareholder Xiamen Ruiting will commit RMB4.48 billion for 77.6699%, making the co-investment a related-party transaction. CATL's affiliate Mindong Shidai will separately commit RMB500 million to a second fund.

286
OtherImportance 55

Intel Cancels 12-Core Xe3P iGPU SKU for Nova Lake-S Desktop, Defers It to Razor Lake-S

Intel has cancelled the 12-core Xe3P integrated graphics SKU previously planned for its next-generation Nova Lake-S desktop processors, deferring the configuration to the successor Razor Lake-S line. Nova Lake-S desktop chips will instead use a standard 4-core Xe3 iGPU. The 12-core Xe3P design remains in mobile parts such as Nova Lake-H. Razor Lake-S shares the LGA 1954 socket with Nova Lake-S. Intel has not disclosed final specifications or production schedules.

288
OtherImportance 55

India Consumer Regulator Escalates Apple iOS 18 Warranty Investigation

India's consumer protection regulator has escalated its investigation into Apple's software warranty policy, notifying the company on July 29, 2026, that the case has been transferred to a dedicated investigative unit. The probe examines complaints that iOS 18 updates caused display and microphone faults, and whether Apple's refusal to cover software-related failures infringes consumer rights. Apple denies the allegations, saying its policy follows global industry practice and that no systemic defects were found.

289
U.S. equitiesImportance 35

Apple Rolls Out New Child Safety and Parental Controls Across iOS 27, iPadOS 27 and macOS 27

Apple has released a new set of child safety and parental control features alongside iOS 27, iPadOS 27 and macOS 27, first previewed in June 2026. The tools add Ask to Browse for Safari, expanded Communication Safety covering graphic and violent media, Time Allowances by app category, and Schedules for restricting access at set times. Apple is also working with the American Academy of Pediatrics to adapt its Family Media Plan into a guide for managing Apple devices.

290
OtherImportance 85

ByteDance First-Half 2026 Net Profit Falls on AI Spending as Revenue Rises 30%

ByteDance's net profit declined by a single-digit percentage year on year in the first half of 2026, weighed down by heavier investment in artificial intelligence, while revenue rose about 30% to USD 120 billion. Douyin remained the largest revenue contributor, and overseas income, mainly from TikTok, exceeded 30% of total revenue, up from 25% in 2024 and about 30% in 2025. ByteDance declined to comment on the figures.

292
OtherImportance 60

Apple Opens iPhone 18 Pro Pre-Orders for September 2026 With Muted Demand

Apple has opened pre-orders for its iPhone 18 Pro and iPhone 18 Pro Max, with demand described as moderate across the United States, Europe and Asia-Pacific. Shipping wait times are significantly shorter than for the previous generation at the same stage, and some retail stores still have ample launch-day pickup slots. Analysts attribute the softer reception to longer upgrade cycles, incremental hardware improvements and cautious consumer spending.

293
OtherImportance 65

Honor Releases MagicOS 11, Bringing System-Level Agent Harness to Commercial Use

Honor unveiled its MagicOS 11 mobile operating system at its developer conference on the evening of September 15, 2026. The release marks the commercial deployment of a system-level Agent Harness. According to Honor, MagicOS 11 can interpret complex user intent and remember daily habits, combining automated execution with proactive service. Chief Executive Officer Li Jian attended the conference.

294
OtherImportance 55

Poly Developments and Holdings Signs Strategic Cooperation Agreement with Walmart China

Poly Developments and Holdings signed a strategic cooperation agreement with Walmart China on September 14, 2026. The two parties will pursue systematic alignment across the full chain of development, operations and services. Poly Developments and Holdings will support Walmart China in accelerating its business expansion in China.

295
A-sharesImportance 65

Fenghua Advanced Technology Denies Rebadged MLCC Claims, Says High-End Products About 40% of Revenue

Fenghua Advanced Technology said on September 15, 2026 that it independently develops, produces and sells high-end MLCCs, rejecting social-media claims that its high-end products are rebadged overseas goods. High-end MLCCs, including high-capacitance, automotive-grade and medium- and high-voltage products, accounted for about 40% of MLCC revenue in the first half of 2026, while MLCCs contributed about 40% of total revenue. The company reported full production at its Xianghe Industrial Park project and a share price of RMB 57.51, giving a market value of RMB 65.992 billion.

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OtherImportance 15

Prebuilt PC With Core i7-12700K Ran Three Years Without Thermal Paste

A prebuilt desktop with an Intel Core i7-12700K ran for three years with no thermal paste between the CPU and its all-in-one liquid cooler, a user reported. The office machine suffered repeated blue screens and slowdowns, and a memory swap did not fix them. Under OCCT stress testing the CPU reached 100 degrees Celsius. After paste was reapplied, temperatures returned to normal.

298
OtherImportance 65

Yipinhong Reports Positive China Phase III Results for Gout Drug AR882

Yipinhong (300723) held its 2026 interim results briefing on September 15, 2026, where chairman and general manager Li Hanxiong reported progress on the investigational gout drug AR882. In a China Phase III trial in patients with gout and hyperuricemia, results were obtained and will be discussed with regulators to advance a marketing application. Global Phase II data showed 29% of subjects in the 75mg group had at least one target tophus fully resolved after six months.

299
OtherImportance 55

XPeng and Halo Open World's First X-Energy Megawatt Fast-Charging Station in Hong Kong

On 15 September 2026, Hong Kong's first publicly accessible megawatt fast-charging station began operation. Built jointly by XPeng Group and Halo, it is XPeng Group's first X-Energy megawatt fast-charging station worldwide. The site uses XPeng's self-developed megawatt fast-charging technology, marking the first deployment of that technology globally, and is open to drivers of all vehicle brands.

300
OtherImportance 72

Midea H1 2026 Revenue Rises 3.5% to RMB261.05 Billion as Overseas Own-Brand Sales Top 50%

Midea Group reported first-half 2026 revenue of RMB261.05 billion, up 3.5% year on year, with net profit attributable to shareholders up 1.7% to RMB26.45 billion. Chairman and President Fang Hongbo said the company will press ahead with robotics and new energy in the second half. Kuka shipped more than 18,000 industrial robots in China in the period, taking a 9.7% share, while overseas own-brand revenue exceeded 50% of smart-home overseas sales.