Important News
1. The Fifth Plenary Session of the 20th Central Committee of the Communist Party of China begins in Beijing.
2. Risk warning requirements for trading on the National Equities Exchange and Quotations (NEEQ) will be implemented from November 2nd.
3. The mandatory standardization of vehicle connectivity is accelerating, with newly added operating vehicles to be required to have C-V2X terminals pre-installed.
Individual Stock News
1. Data on main capital flow shows that Cambricon saw the largest net inflow of main capital at 1.284 billion yuan, followed by Shenghong Technology, Changxin Technology, Wanxiang Qianchao, and Lianxun Instruments; GigaDevice saw the largest net outflow of main capital at 907 million yuan, followed by Hengtong Optic-Electric, Sanhuan Group, Huatian Technology, and Xin Yisheng.
2. Xin Yisheng: Q3 production increased sequentially, with high-speed product sales accelerating.
3. CATL and Putailai invest in the Guangdong National Research Institute for New Energy Storage.
4. Dongshan Precision responds to stock price fluctuations: Sufficient orders on hand and strong downstream market demand.
5. Northern Rare Earth: Based on the supply and demand structure of praseodymium and neodymium products, prices are expected to remain stable in the fourth quarter.
6. Changchuan Technology: Customer demand is currently strong, and product orders are plentiful.
7. Tengjing Technology: Passive optical components for 800G and 1.6T optical modules are being delivered in batches.
8. Qin'an Shares: Has not established integrated die-casting capacity or started construction of related production lines.
9. Lens Technology: AI server production capacity in its Dongguan Songshan Lake Industrial Park has been expanded and is entering the mass production ramp-up phase.
10. Pathfinder: Its subsidiary, Tongtu Semiconductor, has entered into a strategic partnership with a leading company in edge-side large-model inference AI chips.
11. Bomaike: The total value of newly signed contracts in 2026 is expected to reach a new high in recent years.
12. Yuwell Medical: Plans to promote the development of AI applications such as wearable and metabolic management products in the future.
