Key News
1. Xi Jinping: Strive to build a modern industrial system with Hainan's characteristics and advantages, and promote the optimization and upgrading of leading industries.
2. Ministry of Commerce: China conducts licensing reviews of rare earth and related items in accordance with laws and regulations, and grants licenses to applications that meet the requirements.
3. Ministry of Commerce holds a roundtable meeting for foreign-invested enterprises in Shanghai.
4. World Gold Council: October's average daily trading volume in the gold market hit a record high.
Individual Stock News
1. Shangwei New Materials: Will independently conduct business with related parties to develop embodied intelligent robot business.
2. Weichai Power: Plans to establish battery and stack production lines for the stationary power generation market, providing power for AI data centers and other scenarios.
3. Tinci Materials and its wholly-owned subsidiary Jiujiang Tinci will supply 725,000 tons and 870,000 tons of electrolyte products to Zhongchuang Innovation Aviation and Guoxuan High-Tech respectively from 2026 to 2028.
4. Zhenhua Shares: During the period of abnormal stock trading fluctuations, three directors collectively reduced their holdings of the company's shares by 64,000 shares. 5. Zhejiang Fuchunjiang Hydropower Equipment Co., Ltd.: Its subsidiary previously supplied thorium-based molten salt experimental reactors.
6. Lizhong Group: Its subsidiary, Shanlixin, plans to introduce strategic investor Kunlun New Materials to accelerate its business layout in areas such as solid-state batteries.
7. Suzhou Vigor: Plans to acquire a 51% stake in Changzhou Weipu Semiconductor Equipment Co., Ltd. for 510 million yuan.
8. Do-Fluoride Chemicals: Its subsidiary secured an order from a subsidiary of CGN (China General Nuclear Power Group) and has begun delivering boron isotope products.
9. Lixing Shares: Signed a strategic cooperation agreement with Zhejiang Rongtai to conduct strategic cooperation in the application of rolling elements in important areas such as ball screw components for industrial robots.
10. BeiGene: Due to its leading market position in the US market and its continued expansion in other important global markets, BeiGene has adjusted its 2025 revenue forecast to 36.2 billion to 38.1 billion yuan.
