The ScopeGlobal Macro
2026-09-25 14:00 (CN)
THEME TIMELINE
Technology Shift
On September 20, the Joint Laboratory for Full Lifecycle Testing and Standardization Technology of New Energy Batteries was signed and unveiled in Meishan, Sichuan, and the latest technological achievements in ultra-high-nickel all-solid-state batteries were simultaneously released. (China News Service) [evidence:316286] Key events: University-locality joint laboratory in Meishan, Sichuan releases ultra-high-nickel all-solid-state battery results (China News Service) [evidence:316286]
SOURCE COVERAGE

Source Coverage

Latest Update: 2026-09-21
Sources
25
Mainland
4
HK/Macau/Taiwan
0
Overseas
21
Official
4
Non-official
21
Aggregators
2
Original-reporting Preferred
23
Chinese
4
English
15
Reference Links
94
Countries / Regions: Canada / China / EU / France / Germany / India / Indonesia / International / Qatar / Russia / UK
Sample Sources
Source samples reflect configured metadata and references in this report. They are for traceability, not endorsement or investment advice.
COVERAGE GAPS

Coverage Gaps

Rule-based observations derived from source mix only.
Coverage leans overseas
WARN
In this window, overseas sources = 21, mainland sources = 4.
English coverage exceeds Chinese
WARN
In this window, English-language sources = 15, Chinese-language sources = 4.
RESEARCH PROJECTION

Research Projection

Lifecycle review: continued · reporting remains dense
2026-09-21
Open report
Updates
  • On September 20, the Joint Laboratory for Full Lifecycle Testing and Standardization Technology of New Energy Batteries was signed and unveiled in Meishan, Sichuan, and the latest technological achievements in ultra-high-nickel all-solid-state batteries were simultaneously released. (China News Service) [evidence:316286]
Key Events
  • University-locality joint laboratory in Meishan, Sichuan releases ultra-high-nickel all-solid-state battery results (China News Service) [evidence:316286]
Sources
China News Service / RT News / Yahoo News - World / Google News - World / The New York Times / El País Internacional / Al Jazeera Middle East / France 24 #3 / Prime Minister of Canada - News / The Hindu / Times of India / France 24 #2
Reference Links
2026-09-15
Open report
Updates
  • AI industry leaders including Anthropic, OpenAI, and xAI called for slowing development, triggering investor concerns about the prospects for continued massive investment in the AI sector; global AI and chip stocks fell sharply on Monday. (Times of India) [evidence:310922]
Key Events
  • AI industry leaders call for slowing development; global AI stocks fall (Times of India) [evidence:310922]
Sources
Xinhua Finance / China News Service / Al Jazeera Middle East / Google News - World / The New York Times / France 24 #3 / RT News / The Hindu / Yahoo News - World / Times of India / ANTARA News Agency / France 24 #2
Reference Links
2026-09-14
Open report
Updates
  • The 20th Yulin International Coal and High-end Energy and Chemical Industry Expo was held from September 13 to 15, with 856 domestic companies exhibiting, showcasing new technologies and equipment for the coal chemical industry's transition toward high-end, diversified, and low-carbon development. The expo presented smart equipment... (Xinhua Finance)
Key Events
  • Yulin Coal Expo showcases coal chemical industry's transition toward high-end and low-carbon development (Xinhua Finance)
Sources
Xinhua World / Xinhua Finance / China News Service / RT News / Al Jazeera Middle East / Die Zeit Politics / France 24 #2 / The Hindu BusinessLine / Google News - World / El País Internacional / Deutsche Welle German News / The Hindu / BBC News (Top) / ANTARA News / ANTARA News Jawa Timur / China Government English News / France 24 #3
Reference Links
2026-08-27
Open report
Updates
  • Trajectory (upgrade): AI hardware demand exceeds expectations, Nvidia revenue doubles year-on-year, constituting a rare risk-appetite recovery signal, diverging from macro risk-off.
  • Nvidia quarterly revenue $96 billion, doubling year-on-year, beating market expectations, AI hardware demand continues to accelerate (BBC News Business).
Key Events
  • Nvidia quarterly revenue $96 billion, doubling year-on-year (BBC News)
Watch / Outlook
Monitor whether post-earnings expectations for computing chain capex can offset macro risks; if AI hardware demand persists, US tech stocks show relative resilience.
Linkage
AI demand / Nvidia earnings / tech stock risk appetite / partial support for stock indices
Sources
Xinhua Finance / Google News - World / Al Jazeera Middle East / The Hindu / France 24 #3 / C.D. Howe Institute Monetary Policy / ANTARA News Jawa Timur / Yahoo News - World / RT News / ANTARA News / Global Issues News / BBC News (Business) / The New York Times / Times of India / France 24 #2
Reference Links