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Key News 1. The "Nebula Constellation Project" was launched, accelerating the deployment of my country's space computing network. 2. The Ministry of Commerce announced a two-month suspension of countermeasures against five US subsidiaries of Hanwha

2026-11-10

Key News 1. The "Nebula Constellation Project" was launched, accelerating the deployment of my country's space computing network. 2. The Ministry of Commerce announced a two-month suspension of countermeasures against five US subsidiaries of Hanwha Marine Corp. 3. Trump stated he would discuss the US-Iran conflict and denuclearization with the leaders of China and Russia at APEC; the Ministry of Foreign Affairs responded. Stock News 1. Tianbang Foods: Signed a restructuring investment agreement with Tongwei Group, with a total investment of 1.441 billion yuan. 2. Dongfang New Energy (two consecutive daily limit-up): Signed a 912 million yuan computing power board procurement contract. 3. Shanghai Electric Group: Plans to repurchase some of its A-shares for 500 million to 1 billion yuan. 4. Jinan Guoji: Plans to invest 500 million yuan to build a new project with an annual production capacity of 130 million meters of electronic-grade fiberglass cloth. 5. Hongda Electronics: Plans to raise no more than 1 billion yuan through private placement to invest in a tantalum capacitor and ceramic thin-film circuit project. 6. Zhangyuan Tungsten: Adjusted prices for cemented carbide products due to rising tungsten raw material prices. 7. Huaru Technology: Banned from participating in the procurement of materials and engineering services for the entire military for 5 years. 8. Qingyi Optoelectronics: Its subsidiary plans to invest no more than 1.5 billion yuan in the third phase of a high-end semiconductor photomask production base project. 9. Jucan Optoelectronics: Plans to raise no more than 1.5 billion yuan through a private placement for expansion and upgrade projects of red and yellow light epitaxial wafers and chips. 10. BeiGene: Net profit for the first three quarters of 2026 increased by 432% year-on-year, and Q3 net profit increased by 67% quarter-on-quarter. 11. Cambridge Technology responds: Rumors of order cancellations are untrue; demand for high-speed optical modules is strong and preparations for mass delivery are underway. 12. Rongchang Bio: Signed a global exclusive licensing agreement for pan-RAS(ON) small molecule inhibitors, and will pay an initial payment of 50 million yuan and a maximum milestone payment of 4.87 billion yuan.

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2026-11-10

SoftBank Group CFO Yoshimitsu Goto: The official announcement regarding OpenAI's latest funding round is very likely to be released in the third quarter.

SoftBank Group CFO Yoshimitsu Goto: The official announcement regarding OpenAI's latest funding round is very likely to be released in the third quarter.
2026-11-10

Key News 1. my country's foreign trade grew by 20% in the first 10 months, maintaining strong growth momentum. 2. General Administration of Customs: In October, imports and exports reached 4.87 trillion yuan, an increase of 31.2%. 3. National Deve

Key News 1. my country's foreign trade grew by 20% in the first 10 months, maintaining strong growth momentum. 2. General Administration of Customs: In October, imports and exports reached 4.87 trillion yuan, an increase of 31.2%. 3. National Development and Reform Commission: Further improve the price control mechanism for important commodities related to people's livelihoods. Individual Stock News 1. Data on main capital flows shows that New Easun saw the largest net inflow of main capital at 1.338 billion yuan, followed by Zhongji Xuchuang, Zhangyue Technology, Rockchip, and N-core Strontium. Yunnan Germanium saw the largest net outflow of main capital at 1.025 billion yuan, followed by Snowman Group, PetroChina, Zhongtian Technology, and China Shipbuilding. 2. Qualcomm and ZTE completed multiple 5G-A advanced technology interoperability tests for the IMT-2020 (5G) Promotion Group. 3. Sinomach Precision Machinery: Aerospace special bearing-related businesses are gradually bringing new incremental growth to the company. 4. Guanda: Its embodied intelligent robot is under steady development. 5. BGI Genomics: Yongsheng Intelligent and Maiwei Metabolism signed an agreement for a fully automated metabolic production line. 6. Jinke Properties and BlueGreen Twin Cities signed a strategic cooperation agreement. 7. Hengtong Group: Will improve its industrial layout through cooperation and investment as opportunities arise. 8. Guodian Gaoke and Qualcomm reached a cooperation agreement to expand into the international market for satellite IoT. 9. Transcend: Has launched a regular bidding process for commercial manned launch service partners from rocket companies.
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