On October 23, the three major A-share indexes were mixed. As of the close, the Shanghai Composite Index rose 0.52% to stand at 3,300 points, the Shenzhen Component Index rose 0.16%, the ChiNext Index fell 0.53%, the Beijing Stock Exchange 50 Index rose 4.24%, and the turnover of the three markets in Shanghai, Shenzhen and Beijing was 1,964.8 billion yuan, an increase of 4 billion yuan from the previous day. More than 2,700 stocks rose in the market.

In terms of plate themes, wind power equipment, photovoltaic equipment, and military equipment sectors are among the top gainers, while short drama games, multimodal AI and other sectors are green.

On the disk, the wind power equipment sector led the rise throughout the day, Haili Wind Power (301155), Tianshun Wind Energy (002531) rose by the limit, Jinlei shares (300443) and Taisheng Wind Energy (300129) rose by more than 10%, and Shuangyi Technology (300690), Riyue shares (603218), Zhenjiang shares (603507) and so on.

Photovoltaic concept stocks strengthened in the afternoon, Haiyou New Materials (688680), Follett (601865), Junda (002865), Tongwei (600438), and TCL Zhonghuan (002129) rose to the limit. On the news, the United States Federal Corporation issued a notice that the United States Department of Commerce is initiating Change Condition Reviews (CCRs) to consider the possibility of partially lifting the countervailing duty order on certain small, low-power, off-grid crystalline silicon solar cells (CSPV cells). According to the report, the move was requested by Lutron Electronics to assess whether it is possible to partially revoke the countervailing duty order on crystalline silicon photovoltaic cells originating in China.

Military stocks broke out again, with Hangxin Technology (300424), China UAV (688297), China Haiphong (600764), Guangqi Technology (002625), and Hangfa Technology (600391). On the news side, the 15th China International Aviation and Aerospace Exhibition will be held in Zhuhai from November 12 to 17, and various types of weapons and equipment will make their public appearance for the first time. In addition, Trump's approval rating has continued to climb since the end of September. In the last term, Trump imposed several rounds of tariffs, which stimulated the corresponding semiconductor, rare earth permanent magnet, military industry, agriculture and other sectors of A-shares to be repeatedly active. Huaxi Securities Research Report pointed out that the mergers and acquisitions of the military industry have once again entered an active period; After nearly two years of industry adjustment, the military sector is now at a historic bottom, and it is recommended to pay attention to the rhythm of military orders in the fourth quarter.

Short drama game concept stocks were sluggish throughout the day, with Huace Film and Television (300133) falling more than 8%, Tangde Film and Television (300426) and Jebsen (300182) falling more than 5%. The securities sector rose and fell, Tianfeng Securities (601162) rose in early trading, and once turned down at the end of the session, Haitong Securities and Jinlong shares (000712) fell more than 2%.

Message plane

The central bank carried out a 7-day reverse repurchase operation of 792.7 billion yuan

The People's Bank of China carried out a 792.7 billion yuan 7-day reverse repurchase operation today, and the winning interest rate was 1.50%, the same as before. Flush iFinD data shows that 642.4 billion yuan of 7-day reverse repurchase expires today.

Ministry of Commerce: Revise and expand the Catalogue of Encouraged Industries for Foreign Investment

Tang Wenhong, assistant minister of the Ministry of Commerce, said at a press conference held by the State Council Information Office on October 23 that the catalogue of industries that encourage foreign investment will be revised and expanded. Improve the system and mechanism for promoting and guaranteeing foreign investment, improve the management service system, and promote international cooperation in industrial and supply chains. The two negative lists for foreign investment access and cross-border trade in services are important starting points, and we will continue to strengthen the opening up of key areas.

The Ministry of Finance will issue 5 billion yuan of sovereign bonds in Macao

On October 23, the Ministry of Finance of the People's Republic of China and the Government of the Macau S.A.R. Region issued a joint announcement on the issuance of RMB sovereign bonds by the Central Government in Macao.

According

to the announcement, the central government will issue 5 billion yuan of government bonds in Macau on October 30, 2024. This year, on the occasion of the 25th anniversary of Macao's return to the motherland, the central government's issuance of renminbi treasury bonds in Macao fully reflects its support for Macao's development of a modern financial industry and the promotion of moderate economic diversification. This issuance is the third consecutive year that the Central Government has issued RMB sovereign bonds in Macao, which is conducive to further improving the normalized issuance mechanism, consolidating the fundamentals of Macao's bond market, providing investors with stable and safe investment options, and playing a positive role in continuously optimizing the infrastructure of Macao's bond market, further expanding the scope of investors and accelerating the docking with the international market.

The pilot project of expanding the opening up of value-added telecommunications services to the outside world was launched

On October 23, the Ministry of Industry and Information Technology launched the pilot work of expanding value-added telecommunications services in four places, including the Beijing Comprehensive Demonstration Zone for the Expansion and Opening-up of the Service Industry, the Lingang New Area of the Shanghai Pilot Free Trade Zone and the Leading Area for Socialist Modernization, the Hainan Free Trade Port, and the Shenzhen Pilot Demonstration Zone of Socialism with Chinese Characteristics.

After the implementation of the pilot, foreign-funded enterprises can operate telecommunications services such as Internet data centers (IDCs), online data processing and transaction processing in the pilot areas, and deeply participate in China's cloud computing services, computing services and other markets. This expanded opening-up policy aims to actively align with international high-standard economic and trade rules, further enrich market supply, stimulate innovation vitality, and share the dividends of China's digital economy development with the world.

Huawei's native HarmonyOS operating system was officially released

On October 22, China's first domestic mobile operating system, Huawei's native HarmonyOS operating system, was officially released, which is also the world's third largest mobile operating system after Apple's iOS and Android systems. According to reports, the Hongmeng system that has been released before, because the system base still uses part of the AOSP open source code, and has to be compatible with some Android application software. The original Hongmeng released this time has realized all the self-development of the system base, and the smoothness, performance, and security features of the system have been significantly improved, and the independent and controllable domestic operating system has also been realized.

The Meituan UAV Futian Port route was officially launched

According to Meituan, on October 23, the Meituan drone Futian port route was officially launched. According to reports, this is the first normalized drone distribution route in the port area in China. After the opening of the route, citizens who travel between Hong Kong and Shenzhen every day can order takeaway near the port or enjoy the "airdrop" service, and can pick up the goods at the landing point as soon as 10 minutes after placing the order.