In domestic news, the National Development and Reform Commission convened a coordination meeting on "six-network synergy" to deliberate on investment and financing mechanisms as well as supporting policies for the "six networks." Meanwhile, the Shanghai Municipal People's Government has issued the "15th Five-Year Plan for Accelerating the Construction of Shanghai as an International Trade Center," which outlines measures to expand trading scale for key metal categories such as copper and aluminum, accelerate the development of futures product sequences for emerging metals like lithium, cobalt, and nickel, and launch pilot programs for automobile circulation and consumption reform to boost new car sales.

The plan also emphasizes strengthening export advantages in key industries and critical fields such as integrated circuits and artificial intelligence, promoting domestic reinvestment by foreign enterprises with encouragement for equity investment and M&A activities, and advancing pilot offshore trade businesses under free trade accounts while deepening the implementation of the offshore trade stamp duty policy. In other news, Typhoon "Zitan" made landfall along the coast of Changjiang County in Hainan Province, and a consortium of nine enterprises, including China Fusion, will collaborate on the development of high-temperature superconducting strong-field tokamak magnets. Additionally, a humanoid robot set a new record in the 100-meter sprint with a time of 8.86 seconds, and U.S. diplomatic personnel will begin returning to multiple Middle Eastern countries this week.

Turning to market dynamics, post-market data for August 25 shows that 36 stocks appeared on the Dragon and Tiger List with institutional participation, of which 17 saw net institutional buying and 19 saw net selling. The top three stocks by net institutional purchases were Hengtong Optic-Electric, YOFC, and Shengda Resources. On the southbound trading front, net selling reached HK$6.605 billion, with Kingboard Laminates, CSOP Hang Seng Tech Index ETF, and YOFC experiencing net outflows of HK$1.195 billion, HK$742 million, and HK$526 million, respectively. On the buying side, Meituan-W, MINIMAX-W, and WuXi Biologics led with net inflows of HK$867 million, HK$377 million, and HK$194 million, respectively.

In corporate news, Jack Ma has purchased over HK$600 million worth of Alibaba shares, while Joe Tsai has again increased his stake, accumulating HK$160 million in Alibaba stock over two consecutive days. Oke Precision Cutting Tools reported first-half net profit of RMB 371 million, a surge of 47,734.24% year-on-year, and WuXi Biologics posted net profit attributable to owners of RMB 2.44 billion for the first half of 2026, up 4.3% from the prior year.