Important News
1. Goldman Sachs: Maintaining an overweight position in both A-shares and H-shares, the A-share market's "slow bull" trend appears more stable than before.
2. The photovoltaic industry's "anti-involution" efforts are showing initial success: prices have stabilized, but a multi-pronged approach is still needed to break the deadlock.
3. The "2025 Top 500 Chinese Service Enterprises" list has been released, with average revenue exceeding 100 billion yuan for the first time.
4. Huawei announced the evolution and goals of its Ascend chip over the next three years: the 950PR will be launched in Q1 next year.
5. Pig production capacity controls exceeded expectations, with leading companies clearly required to take the lead in production cuts.
Individual Stock News
1.
Major fund flow data shows that Heretech saw the largest net inflow of 978 million yuan, followed by Hengtong Optics, Sichuan Run Shares, Fiberhome Communications, and Yongtai Energy. East Fortune saw the largest net outflow of 5.027 billion yuan, followed by CITIC Securities, Shenghong Technology, Inspur, and Compass. 2. Luxshare Precision and PIMIC are collaborating to create a new generation of AI wearable devices.
3. Sinopec officially launched its 60K large-tow carbon fiber.
4. Guangji Pharmaceutical received approval for re-registration of its chemical API.
5. Seres and others established Blue Electric Automotive Technology Co., Ltd. with registered capital of 500 million yuan.
6. Wanliyang has launched its first batch of robotic joint precision transmission product projects and will deliver them to customers for testing and verification.
7. Zhou Zhenqian, Deputy General Manager of Kweichow Moutai Distillery (Group) Technology Development Co., Ltd., is under disciplinary review and supervisory investigation.
