Arm (ARM.O) said purchase orders for its Arm AGI CPU are booked through calendar 2027, and first commercial deliveries are expected in the fourth fiscal quarter.

重要新闻 1. 央行：11月5日将开展3000亿元买断式逆回购操作。 2. 五部门印发《实施全面节约战略行动方案》的通知。 3. 上证港股通指数编制方案修订：剔除过去一年日均成交金额不足500万港元的证券。 4. 商务部：近期中加经贸磋商取得积极进展，包括进一步延长初步联合安排的相关豁免措施等。 个股新闻 1. 培育钻石毛坯涨价？ 黄河旋风回应：属实。 2. 德明利：拟每10股派现6元合计派现1.91亿元，控股股东承诺延长一年不减持公司股票。 3. 杰瑞股份：子公司收到ADNOC Onshore三份项目授标函，合计约26.97亿美元。 4. 亨通光电：控股股东拟增持4亿至6亿元股份。 5. 统一股份：子公司与宁德时代签订冷却液战略合作协议。 6. 天山股份：因涉嫌信息披露违法违规，证监会决定对公司立案。 7. 江苏雷利：因涉嫌信息披露、减持违法违规，证监会决定对实际控制人苏达立案。 8. 宏和科技：黄石宏和高性能特种电子纱因市场供不应求已在建设中。

A China Electronic Information Industry Development Research Institute report released Nov 4 says China’s new-generation display industry reached 838.6 bln yuan in output in 2025 and accounts for more than 53% of global market value; panel shipment area exceeded 220 mln sq m, a 77% global share. The report says China now hosts the most complete global technology layout for display panel production. In June China began mass production on its first domestic—and the world’s second—8.6‑generation AMOLED line in Chengdu, a capacity addition expected to accelerate OLED expansion from smartphones into notebook and monitor-sized panels.