Auto Deal Watch: SAIC Motor and GM renewed their 50-50 China joint venture for 20 years to 2047, pledging at least 30 new EV or hybrid models by 2030 and more local R&D, with Buick set to export the Electra E7 from October. Autonomous Driving Rules: China issued the first mandatory national standards for conditional and high-level automation, requiring automakers to submit a safety-case package and run a full lifecycle safety management system before deploying new models. US-China Tech Friction: The Trump administration is drafting a ban on imports of new Chinese data-center components, including optical transceivers, while Samsung and SK Hynix are reportedly testing Chinese chipmaking equipment to hedge against tighter US export controls. Markets & Sentiment: China stocks rose to a one-week high as chipmakers rebounded, even as optical module firms fell on the reported US import ban; Hong Kong edged up too. Regulation Hits Finance: Small brokers face setbacks as regulators crack down on IPO business, penalizing firms for investment-banking breaches and weak sponsor disclosures. Logistics Safety Probe: China’s State Post Bureau opened an investigation into STO Express over safety issues across its franchise network. Energy Transition Angle: A coal-rich Ningxia region is using coal-to-liquids and cleaner tech to cut carbon intensity, with a wetland park built from mine water pumping as a visible symbol of the shift. Capital Markets in Motion: Moonshot AI is reportedly seeking up to US$50b in a new round and may pursue a Hong Kong IPO by year-end. Trade & Commodities: Global bauxite shipments have more than tripled over a decade, with Guinea-China dominating 2026 volumes.