辽宁省人民政府Calculation / synthesis
2026 Global Industrial Internet Conference opens in Shenyang
新华社消息丨2026全球工业互联网大会在沈阳开幕
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Source summary · 当前快照
Fact-only edition. An analytical lead is unavailable; these are source observations, not a connected interpretation.
2026 Global Industrial Internet Conference opens in Shenyang [1].
In markets, SSE Composite rose 0.48% to 3,951.51, Shenzhen Component fell 0.37% to 13,723.32, and ChiNext fell 0.14% to 3,354.97.
USD/CNY fell 0.07% to 6.69 and USD/CNH fell 0.02% to 6.70.
CPI YoY moved 0.5 → 0.8 after holding 30d.
PPI YoY moved 3.5 → 3.8 after holding 30d.
11 signals are new. 0 remain on the board since the Evening Snapshot at .
CPI YoY published a new print.
CPI YoY moved 0.5 → 0.8 after holding 30d
See the baseline and chartCPI YoY published a new print.
CPI YoY moved 0.5 → 0.8 after holding 30d
PPI YoY moved 3.5 → 3.8 after holding 30d
CNY Central Parity HKD/CNY at 0.864 is 2.4σ below its 30-day mean (0.865, -0.12%)
Crude (WTI) at 95.75 is 2.3σ above its 30-day mean (86.34, +10.89%); Crude (WTI) at 95.75 is the highest in 90 observed days (prior max 95.13, +0.65%)
Crude (Brent) at 100.66 is 2.2σ above its 30-day mean (91.86, +9.58%); Crude (Brent) at 100.66 is the highest in 90 observed days (prior max 100.47, +0.19%)
Copper at 6.82 is 2.7σ above its 30-day mean (6.63, +2.81%); Copper at 6.82 is the highest in 90 observed days (prior max 6.78, +0.59%)
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| Equities · Shanghai & Shenzhen | |||||
|---|---|---|---|---|---|
| SSE CompositeNamed in the current read | 3,951.51 | up 0.48% | |||
| Shenzhen ComponentNamed in the current read | 13,723.32 | down 0.37% | |||
| ChiNextNamed in the current read | 3,354.97 | down 0.14% | |||
| STAR 50 | 1,580.06 | down 0.69% | |||
| Currency & rates | |||||
| USD/CNYNamed in the current read | 6.6947 | down 0.07% | −1.9σ | ||
| USD/CNHNamed in the current read | 6.7041 | down 0.02% | −1.5σ | ||
| EUR/CNY | 7.7855 | down 0.24% | |||
| JPY/CNY | 0.0436 | unchanged 0.00% | +2.6σ | ||
| CNY Central Parity USD/CNY | 6.7769 | — | −2.0σ | ||
| CN Govt Bond Yield 1Y | 1.2342% | — | |||
| CN Govt Bond Yield 10Y | 1.6816% | — | |||
| Commodities | |||||
| Copper | 6.82 | unchanged 0.00% | +2.7σ | ||
| Crude (WTI) | 95.75 | up 2.92% | +2.3σ | ||
| Crude (Brent) | 100.66 | up 2.80% | +2.2σ | ||
| Gold | 4,457.70 | up 0.42% | |||
| SGX Iron Ore 62% Fe Front Month | 100.60 | — | +2.2σ | ||
USD/CNY at 6.69 is the lowest in 90 observed days (prior min 6.7, -0.02%) USD/CNH at 6.7 is the lowest in 90 observed days (prior min 6.71, -0.02%) JPY/CNY at 0.0436 is 2.6σ above its 30-day mean (0.0424, +2.84%) (flagged 3 days running, a level rather than a move) CNY Central Parity USD/CNY at 6.78 is 2.0σ below its 30-day mean (6.79, -0.12%) Copper at 6.82 is 2.7σ above its 30-day mean (6.63, +2.81%); Copper at 6.82 is the highest in 90 observed days (prior max 6.78, +0.59%) Crude (WTI) at 95.75 is 2.3σ above its 30-day mean (86.34, +10.89%); Crude (WTI) at 95.75 is the highest in 90 observed days (prior max 95.13, +0.65%) Crude (Brent) at 100.66 is 2.2σ above its 30-day mean (91.86, +9.58%); Crude (Brent) at 100.66 is the highest in 90 observed days (prior max 100.47, +0.19%) SGX Iron Ore 62% Fe Front Month at 100.6 is 2.2σ above its 30-day mean (96.36, +4.40%) (flagged 6 days running, a level rather than a move)
| Prices & activity · NBS monthly | ||||
|---|---|---|---|---|
| CPI YoYNamed in the current read | 0.8% | −0.0σ | ||
| PPI YoYNamed in the current read | 3.8% | −0.0σ | ||
| PMI Manufacturing | 49.8 | |||
| PMI Non-Manufacturing | 49 | |||
| Trade · China Customs | ||||
| Exports YoY | +25.0% | |||
| Imports YoY | +28.2% | |||
| Trade Balance | $119.1B | |||
| Property · 70-city index | ||||
| New Home Prices YoY | -3.4% | |||
| New Home Prices MoM | -0.2% | |||
| Resale Prices YoY | -5.4% | |||
| Beijing New Home YoY | -2.3% | |||
| Shanghai New Home YoY | +3.0% | |||
| Shenzhen New Home YoY | -2.9% | |||
| Guangzhou New Home YoY | -2.2% | |||
CPI YoY moved 0.5 → 0.8 after holding 30d PPI YoY moved 3.5 → 3.8 after holding 30d
Put a question to the record, not to a model's memory.
Or start from a question the record is carrying
Today's Snapshot says what changed. A Dossier is the record behind it — one topic across every edition, with a citation on every claim. This is a real one, opened to the first fade.
China policy dossier
The standing judgment holds: China's semiconductor push is still a below-frontier build-out, shaped more by provinces and markets than by a central industrial-plan wave. This batch contains no new central chip blueprint. Its only direct central-state move is MOFCOM's Announcement No. 37 (Sep 7, 2026), a preliminary anti-dumping ruling that imposes cash deposits on dichlorosilane (DCS, 二氯二氢硅) imported from Japan from Sep 8, after finding dumping and material injury to the domestic DCS industry 1. Because DCS is an input for thin-film deposition steps in chipmaking (epitaxy, SiC/nitride/oxide), the action protects a materials niche, not an equipment or process capability.
MOFCOM's preliminary anti-dumping ruling on Japanese dichlorosilane (DCS), effective Sep 8, 2026, is the first direct central-government supply-chain intervention on semiconductor materials in the corpus 1; it reinforces, rather than alters, the existing reading that policy concentrates on materials rather than fab/tooling. Hubei provincial documents on the Wuhan Science and Technology Innovation Center provide no chip-specific detail 23. All other substantive documents (Jiangsu conference, AI-chip market shares, memory prices, Taiwan semiconductor diplomacy, USITC termination) repeat prior evidence, so material_change is false.












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