Macro Hotspots
Important A-Share Indexes Adjusted Today
The Shanghai Stock Exchange released a notice on September 24 to revise the compilation scheme for the Shanghai Composite Index and other related indexes. The revised indexes include the Shanghai Composite Index, the Shanghai A-Share Index, the Shanghai Stock Market Index, and the Sci-tech Composite Index. The revised compilation scheme will be implemented on October 26, 2026.
State Council: Accelerate the Formation of New Employment Growth Points in the Field of Artificial Intelligence
On October 23, the State Council issued a notice to deepen the implementation of the "Artificial Intelligence+" action, encourage the eastern region to layout the core industries of artificial intelligence, and guide the western region to take data annotation, intelligent terminal manufacturing, and other upstream and downstream industries. The State Council aims to accelerate the formation of new employment growth points in the field of artificial intelligence.
State Council: Efforts to Stabilize the Scale of Newly Born Population
On October 23, the State Council held a regular meeting to research and discuss the coordination of population and economic and social development, and heard a report on the implementation of the deployment of the National Service Industry Conference. The meeting emphasized the importance of population as the foundation of economic and social development, and decided to further improve relevant policies, continue to accumulate and release the comprehensive dividends of population, and use high-quality population development to better support high-quality economic and social development. The meeting also decided to accelerate the construction of a friendly birth society, and continue to improve marriage, childbirth, childcare, education, and other policies, and optimize support measures for families in terms of finance, social security, and housing, in order to stabilize the scale of newly born population.
“Fifteenth Five-Year Plan” for National Informationization Released
The Central Network and Information Security Committee released the “Fifteenth Five-Year Plan” for National Informationization. By 2030, China's informationization will have made significant progress, and its role in promoting Chinese-style modernization will be more prominent. The plan aims to consolidate and expand the country's information infrastructure, form a comprehensive and interconnected network system, build a new generation of communication networks, and start the commercialization of the sixth generation of mobile communication (6G). The plan also aims to build a national blockchain network and accelerate the development of the intelligent internet.
People's Bank of China to Conduct 7,000 Billion Yuan Medium-Term Lending Facility Operation on October 26
On October 23, the People's Bank of China released a notice on the 10th medium-term lending facility (MLF) operation in October. The operation will be conducted on October 26, with a total amount of 7,000 billion yuan, and a one-year term.
“Regulations on the Management of Private Equity Fund Mother Funds” Open for Public Comments
The China Securities Regulatory Commission (CSRC) has drafted the “Regulations on the Management of Private Equity Fund Mother Funds” and is soliciting public comments. The regulations aim to regulate the management of private equity fund mother funds, and ensure the healthy development of the private equity fund industry.
CSRC Approves the Establishment of Citigroup Securities (China) Co., Ltd.
The CSRC has approved the establishment of Citigroup Securities (China) Co., Ltd. The company will be registered in Shanghai, with a registered capital of 12 billion yuan, and will engage in securities brokerage, securities investment consulting, securities underwriting and sponsorship, and securities self-trading.
Trump Says US May Launch Military Action Against Iran at Any Time, or Reach Agreement
On October 24, US President Trump said in a press conference in Florida that the US may launch military action against Iran at any time, or reach an agreement with Iran. Trump also mentioned that he had the option to use B-2 bombers to destroy Iran's nuclear program, but he decided to negotiate a permanent agreement with Iran instead.
US Stock Market Indices Decline
On the previous Friday, the US stock market indices declined, with the Dow Jones Industrial Average falling 1.24%, the Nasdaq Composite falling 0.21%, and the S&P 500 falling 0.52%. Many popular tech stocks declined, including Google, Amazon, and Meta.
Company News
De Ming Li : Net profit of 8.746 billion yuan in the first three quarters, up 32,399.91% year-on-year.
Tian Qi Lithium : Net profit of 1.36 billion yuan in the third quarter of 2026, up 1323.97% year-on-year.
Dong Yue Silicon : Net profit of 557 million yuan in the first three quarters, up 19,413.54% year-on-year.
Wangsheng Lithium Battery : Net profit of 313 million yuan in the third quarter, up 800.58% year-on-year.
Wind Huakai : Net profit of 642 million yuan in the first three quarters, up 180.9% year-on-year.
Beifang Rare Earth : Net profit of 3.646 billion yuan in the first three quarters, up 136.55% year-on-year.
Guangzhou Steel : Net profit of 413 million yuan in the first three quarters, up 105.81% year-on-year.
High Contest Explosives : Plans to issue shares to purchase assets, and the stock will be suspended from trading on October 26.
Core Science : Plans to purchase 100% of the shares of Honggang Optoelectronics, and the stock will resume trading on October 26.
Huadian Water Electricity : Plans to acquire 100% of the shares of HNYL Company for 8.701 billion yuan.
Huaxin Shares : Plans to change its controlling shareholder, and the stock will be suspended from trading on October 26.
Exin Group : Plans to have its wholly-owned subsidiary increase its holdings in the company by 1 billion to 1.2 billion yuan.
Guangdong Mingzhu : Plans to increase the amount of its share repurchase fund to 1.25 billion to 2.5 billion yuan.
Guanghe Technology : Chairman proposes to repurchase shares worth 500 million to 1 billion yuan.
Compiled by: CCTV News, Xinhua News Agency, People's Finance News, etc.
Disclaimer: The information provided by Data Treasure is for reference only and does not constitute investment advice. The stock market involves risks, and investors should be cautious.
Editor: Zhou Sha
Reviewer: Ran Yanqing
Data Treasure
Data Treasure (shujubao2015): Smart Media of Securities Times.