香港恆生指數11月2日（週一）收盤上漲98.9點，漲幅0.42%，報23393.32點； 香港恆生科技指數11月2日（週一）收盤上漲84.51點，漲幅2.25%，報3839.41點； 國企指數11月2日（週一）收盤上漲43.89點，漲幅0.56%，報7906.11點； 紅籌指數11月2日（週一）收盤下跌8.19點，跌幅0.21%，報3911.75點。

【期貨熱點追蹤】供應端減產風聲鶴唳，洋山溢價逼近多年高位，同時中東地緣局勢突現緩和曙光！倫銅將向何處去？

At its 2026 Q3 briefing, CRRC said 2027 newly opened line mileage is expected to increase notably versus 2026, providing support for EMU procurement. The company cautioned that procurement and deliveries of trainsets do not scale in a fixed ratio with new mileage; the main driver is changes in rail passenger traffic. If passenger traffic remains robust, CRRC expects EMU procurement and deliveries to keep improving. On urban transit, vehicle replacement was limited during the 15th Five-Year Plan but is expected to pick up from the 16th Five-Year Plan. CRRC is tracking urban-rail new-build plans and hopes approvals proceed, but said domestic new urban-rail orders for 2026 still face pressure.