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[Inventory of important news].

The U.S.-China Economic Working Group held its sixth meeting

Liao Min, Vice Minister of Finance of China, co-chaired the sixth meeting of the China-US Economic Working Group with Shang Bo, Vice Minister of Finance of United States, on the sidelines of the World Bank/IMF Annual Meetings in Washington, United States on the 25th.

According to a press release issued by the Ministry of Finance of China, the two sides had in-depth, pragmatic and constructive communication on the macroeconomic situation and policies of the two countries, addressing global challenges, including working together to help low-income countries cope with liquidity challenges, and next steps of communication arrangements. The Chinese side focused on the current macroeconomic situation in China and the package of incremental policies being launched in the near future, and expressed concern over the US tariffs on China and Russia-related sanctions.

Comments: After the meeting, Liao Min had a courtesy meeting with US Treasury Secretary Janet Yellen.

China's Ministry of Commerce: Agreed to immediately start the next phase of China-EU consultations

Chinese Minister of Commerce Wang Wentao said on the 25th that he hoped that China and the EU would jointly continue to promote consultations on the basis of the previous stage of consultations, make substantive breakthroughs as soon as possible, and agree to immediately start the next stage of consultations.

According to the Ministry of Commerce, Wang Wentao held a video meeting with Dombrovskis, Executive Vice President of the European Commission and Trade Commissioner, on the same day, and conducted professional, pragmatic, frank and constructive exchanges on the EU's anti-subsidy case against China.

Wang Wentao pointed out that since September 20, the two sides have held intensive consultations on the price commitment plan, and through the hard work of both sides, positive progress has been made in some aspects, but there are still major differences on issues related to the core concerns of the Chinese and European industries. China will unswervingly safeguard the legitimate rights and interests of enterprises, and hopes that the two sides will continue to jointly advance consultations on the basis of the previous stage of consultations, make substantive breakthroughs as soon as possible, earnestly respond to the expectations of all sectors in China and Europe, and safeguard the common interests of China and EU industries and the overall situation of mutually beneficial economic and trade cooperation between China and the EU.

Comments: The European side put forward specific suggestions on the price commitment plan, and proposed that the technical teams of the two sides hold video consultations on this. The Chinese side agreed to immediately start the next phase of consultations and welcomed the EU team to China as soon as possible.

The National Standing Committee will deploy a package of incremental policies to land, and economic growth is expected to pick up in the fourth quarter

Focusing on efforts to achieve the annual economic and social development goals, we will continue to implement a package of incremental policies, evaluate and optimize policies in a timely manner, increase counter-cyclical adjustment, and further improve the effectiveness of macroeconomic regulation and control.

The implementation of the package of incremental policies is being accelerated, and the economy continues to pick up in the fourth quarter.

According to Xinhua News Agency, Premier Li Qiang presided over an executive meeting of the State Council on October 25. In order to thoroughly implement the spirit of the meeting of the Political Bureau of the Central Committee on September 26, the leading comrades of the State Council recently went to various places to carry out research on the current economic situation and the implementation of a package of incremental policies.

Comments: According to the analysis of a number of experts, the implementation of a package of incremental policies and the acceleration of the formation of physical quantities will further consolidate market confidence and strengthen the growth momentum in the fourth quarter. GDP growth is expected to rebound to more than 5% in the fourth quarter, in order to achieve the annual economic growth target of "around 5.0%" set at the beginning of the year.

Ministry of Finance: will increase the counter-cyclical adjustment of fiscal policy

According to the Ministry of Finance on October 27, Vice Minister of Finance Liao Min recently attended the 110th meeting of the World Bank's Development Committee in 2024 and said that China will increase the counter-cyclical adjustment of fiscal policy, implement a series of strong measures, and are confident that it will achieve the annual economic growth target of about 5%.

On October 25, the World Bank held the 110th meeting of the Development Committee in Washington, United States, focusing on World Bank reform, the 21st replenishment of the International Development Association, and the review and adoption of the "Future-Oriented World Bank Group" report.

Liao Min said that the Chinese government has recently launched a package of incremental policies, which has received widespread attention from the international community. In addition to monetary policy, China will also intensify the counter-cyclical adjustment of fiscal policy, and implement a series of strong measures in resolving local government debt, stabilizing the real estate market, increasing the income of key groups, ensuring people's livelihood, promoting equipment renewal and trade-in of consumer goods, etc., so as to leverage social investment, stimulate consumption and increase effective demand through government spending. China is confident that it will achieve its annual growth target of about 5% and continue to inject impetus into global economic growth.

Comments: China hopes that the World Bank's 2025 equity review will be an opportunity to promote a governance structure that better reflects the new changes in the global economic landscape. China supports the successful capital increase of the 21st phase of the International Development Association (IDA) and is ready to contribute to the best of its ability.

Major commercial banks have adjusted the interest rates on existing housing loans in batches, and some people have saved more than 3,000 yuan in interest every month

On October 25, a number of commercial banks made batch centralized adjustments to the interest rates of eligible stock housing loans. The vast majority of borrowers do not need to go to bank outlets or take the initiative to operate in mobile banking. After the adjustment, the interest rate of the existing housing loan has decreased significantly, which has reduced the burden of housing loans on home buyers, which is conducive to improving consumption capacity and boosting consumer confidence.

"When I woke up, I had to pay nearly 1,000 yuan less than my monthly mortgage." On October 25, many home buyers posted on social media that they had received a text message from the bank informing them that the mortgage interest rate had been lowered and the repayment pressure had been reduced.

Comments: The vast majority of mortgage interest rates in China are formed by the loan market prime rate (LPR) as the pricing benchmark, and the bank adjusted the increase on October 25.

"Overnight" sale of houses, day discs! Shenzhen's property market has hit a new high in recent years!

The monthly sales of new houses in Shenzhen exceeded the 10,000 mark, and the industry even joked that it had sounded the "empty house alarm".

On September 29, Shenzhen announced the relaxation of purchase restrictions, sales restrictions, price restrictions and other measures, and Shenzhen's new and second-hand housing markets continued to heat up, and the transaction volume increased significantly.

As early as October 22, data from the Shenzhen Real Estate Association and relevant institutions showed that the cumulative subscription of new houses in Shenzhen this month reached 8,405 units. As of the 26th, the latest news pointed out that the cumulative subscription of new houses in October reached 10,030 units, which will be a new high in the transaction volume of Shenzhen's new housing market in recent years. (Subscription≠ contract online signing. There is a certain time lag between the two, and there is a possibility that the subscription will be partially revoked).

Comments: At present, the core city market "stabilized" trend is obvious, residents' confidence in home ownership has recovered, and it is expected that the new policy will continue to be effective in the short term, and the market sales data in October may show significant growth.

Middle East, suddenly! Supreme Leader of Iran, the latest voice!

Over the weekend, there was a lot of big news in the Middle East!

On October 27, local time, a "truck ramming a bus stop" incident occurred in Israel, resulting in one death and about 40 injuries. Israel police suspect it was a terrorist attack.

On the same day, Iran's Supreme Leader Ayatollah Ali responded for the first time to the Israel attack, saying Iran should show its enemies its strength and determination. It is understood that this is Khamenei's first voice after Israel's raid on Iran on the 26th.

Israel media believe that the air strike has caused an actual blow to Iran, but at the same time the intensity is also controlled, and it is not expected to trigger large-scale full-scale retaliation by Iran.

Comment: Oil prices are expected to fall at the start of trading on Monday as Israel's retaliatory strike against Iran over the weekend bypassed oil and nuclear infrastructure and did not interrupt energy supplies, analysts said.

Housing subsidies were issued, provident fund policies were optimized, and many places continued to stabilize the property market

Recently, many places have continued to introduce support policies for house purchases.

On October 26, Hubei Jingmen issued a housing subsidy policy, buying a new house in the central urban area, with a maximum subsidy of 100,000 yuan for college graduates, 40,000 yuan for households registered in the non-central urban area, and 20,000 yuan and 40,000 yuan for two-child and three-child families respectively, and all home-buying families will be subsidized according to 100% of the deed tax amount.

On October 25, Taizhou, Jiangsu Province and Suzhou, Jiangsu Province both optimized the housing provident fund policy, among which the maximum amount of provident fund loans for depositors in Taizhou to purchase improved housing can be increased by 20%, and the down payment ratio for the purchase of affordable housing can be reduced to 15%; The down payment ratio for the first or second self-owned housing in Suzhou has been reduced to 20%, the down payment ratio for the purchase of affordable housing is 15%, and the loan amount for military self-purchase housing has been increased by 20%.

[Industry hot spots].

The price of alumina has hit a new high in the past decade, and the tightening of supply is difficult to change

At the end of the third quarter, the fund held more than 2,500 shares, and the electronics industry held the highest position

The latest pension position is nearly 10 billion yuan, and 15 new shares were added in the third quarter, and 20 shares were added

Autonomous driving companies have IPOs one after another, and improving the "hematopoietic" ability has become the key

[Market dynamics].

A-shares: On the 25th, the three major indexes opened higher throughout the day, as of the close, the Shanghai Composite Index was reported at 3299.70 points, up 0.59%, with a turnover of 677.255 billion yuan, the Shenzhen Component Index was reported at 10619.85 points, up 1.71%, with a turnover of 1094.882 billion yuan, and the ChiNext Index was reported at 2238.90 points, up 2.93%, with a turnover of 583.754 billion yuan.

Hong Kong stocks: On the 25th, Hong Kong stocks closed, the market fluctuated and strengthened throughout the day, Hong Kong's Hang Seng Index closed up, and the Hang Seng Technology Index closed up. Stocks in the market are more or less trending. In terms of sectors, photovoltaic solar energy, biomedicine, pharmaceutical outsourcing, Internet medical care, lithium batteries, automobiles, building materials and cement and other industries or concepts were among the top gainers. Industries or concepts such as water, non-ferrous metals, logistics, coal, and telecommunications were among the top decliners.

U.S. stocks: In the early morning of the 26th, Beijing time, U.S. stocks closed mixed on Friday. The Nasdaq hit an all-time intraday high and posted its seventh straight week of gains. The Dow and the S&P 500 ended a six-week winning streak. The Dow closed down 259.96 points, or 0.61 percent, at 42,114.40, the Nasdaq rose 103.12 points, or 0.56 percent, to 18,518.61 and the S&P 500 lost 1.74 points, or 0.03 percent, to 5,808.12.

European stocks: Germany's DAX 30 index rose 0.04%, United Kingdom's FTSE 100 index fell 0.23%, France's CAC 40 index fell 0.08%, Euro Stoxx 50 index rose 0.15%, Spain's IBEX 35 index fell 0.19%, and Italy's FTSE MIB index rose 0.22%.

Institutional Strategy

CITIC Securities: A-shares are still in the policy game trading stage dominated by the continuous entry of active funds. Policy expectations dominate the short-term market, policy signals are still positive, and the policies have achieved initial results, and active funds represented by individual investors continue to enter the market. In the short term, the growth style is more elastic, and after the policy is fully effective and the price signal verification stabilizes, institutional funds may usher in a positive opportunity to enter the market, and the steady rise will continue for a longer time. At that time, the high-performance growth and domestic demand sectors are expected to continue to dominate.

On the one hand, after the reversal of domestic policy expectations, we are currently in a period of intensive policy implementation, and the policy ideas and intensity are becoming clearer. It is expected that the future signals will remain positive, and some macro high-frequency data have begun to show signs of stabilization, and more comprehensive price signals are gradually approaching.

On the other hand, individual and institutional investors have different entry rhythms and style preferences due to differences in information concerns and divergent fundamental expectations. In the recent market environment of domestic and foreign policy game trading, active funds will continue to enter the market, and the growth style will be more flexible in the short term.

[Topic Company].

Bull stocks Changshan Beiming ushered in a big move! Since October, the cumulative increase has exceeded 94%.

Recently, the bull stock Changshan Beiming (25.630, 0.29, 1.14%) (000158) ushered in a big move. According to the announcement on the evening of October 27, Changshan Beiming plans to introduce new energy and smart city businesses that have synergies with the software business, and at the same time divest the textile business. After rising 69% in September, the stock has risen more than 94% since October.

Specifically, Changshan Beiming intends to replace 100% of the equity of Shijiazhuang Energy Investment and Development Co., Ltd. held by Huifa New Energy, a subsidiary of Changshan Group, a wholly-owned subsidiary of Changshan Group, and 80% of the equity of Shijiazhuang Smart Industry Co., Ltd. held by Shijiazhuang Huirong Information Technology Co., Ltd., a subsidiary of Changshan Group (collectively, the "Placed Assets"), with 100% of the equity of Changshan Hengxin (hereinafter referred to as the "Placed Assets"), and the difference between the Placed Assets and the Placed Assets will be made up in cash.

Feitian Moutai fell again! The price is approaching 2,000 yuan

With the approach of "Double 11", major e-commerce platforms such as Tmall and JD.com have launched "Double 11 Promotion" activities, and liquor products, as one of the hot-selling categories, have also joined the ranks of price reduction promotions.

The reporter learned from the e-commerce platform that through the "10 billion subsidy" and other methods, the price of some liquor hit a new low, even lower than the price during the "618" event. The price of Feitian Moutai on the e-commerce platform is approaching 2,000 yuan, and on today's wine price and other quotation platforms, the price of bulk Feitian Moutai has also fallen to 2,200 yuan.

Alibaba, agree to a 3 billion yuan settlement! But deny any allegations!

On October 25, United States local time, Alibaba Group announced that it had agreed to pay US$433.5 million (about 3.087 billion yuan) to settle a class action lawsuit filed by investors in United States.

The lawsuit alleges monopolistic behavior on Alibaba, but Alibaba has denied any wrongdoing and stressed that the settlement is only to avoid the costs and disruptions of further litigation.

18 boards in 22 days! Hytera, a big bull stock, reiterates: it doesn't exist!

On the afternoon of October 27, Hytera, a big bull stock whose stock price has soared more than four times recently, issued the seventh announcement of abnormal stock price fluctuations since the first price limit. Regarding the core issue that the market is concerned about, that is, whether there is a large order in the Middle East, the company reiterated that "there is no material contract that should be disclosed but has not been disclosed in the near future".

Late at night! The CSRC files a case again! Too bold! Zitian Technology is suspected of refusing and obstructing law enforcement

Zitian Technology is in trouble this time!

On the evening of October 27, Zitian Technology announced that the company recently received the "Notice of Case Filing" issued by the China Securities Regulatory Commission, because the company is suspected of illegal information disclosure and suspected of refusing and obstructing law enforcement, as well as LIXIANG (Li Xiang), Song Qing, and Li Lin are suspected of refusing and obstructing law enforcement, according to the "People's Republic of China Securities Law", "People's Republic of China Administrative Punishment Law" and other laws and regulations, the China Securities Regulatory Commission decided to file a case against the company and LIXIANG (Li Xiang), Song Qing and Li Lin.

On the evening of October 27, the letter of concern issued by the Shenzhen Stock Exchange revealed the relevant circumstances of Zitian Technology's investigation.

[IPO dynamics].

This week, we will welcome another low-priced new stock, and Juxing Technology will subscribe on Tuesday

This week (October 28-November 1), 1 new stock will be arranged for online subscription. The new shares subscribed for are Wenzhou Juxing Technology Co., Ltd. (hereinafter referred to as "Juxing Technology", 920111.BJ).

Announcement Reminder

Dagang Holdings: The actual controller of the company intends to change to Chen Ke and resume trading

Dagang Holdings (300103) announced on the evening of October 27 that on October 18, Sun Jianxi, the controlling shareholder of the company, signed the "Share Transfer Agreement" with Mangrei, which is actually controlled by Chen Ke, and Sun Jianxi intends to transfer his 34.9361 million shares (accounting for 11% of the total number of shares of listed companies) to Mangrei. On the same day, Sun Jianxi and his concerted actor Li Taijie and Chen Ke signed the "Voting Rights Entrustment Agreement", under which Sun Jianxi and Li Taijie intend to entrust Chen Ke with the voting rights corresponding to 13.2% of the company's shares held by them. In addition, Sun Jianxi plans to transfer 15,880,100 shares of the listed company (accounting for 5% of the total number of shares of the listed company) held by him to Jin Xiangyuanruo. If the share transfer and voting rights entrustment are successfully implemented, the actual controller of the company will be changed from Sun Jianxi and Li Taijie to Chen Ke. Sun Jianxi, Li Taijie and Mangeri and Chen Ke constitute persons acting in concert. The company's shares have resumed trading since the market opened on October 28.

Hailianxun: The controlling shareholder plans to plan Hailianxun and Hangzhou Steamship to carry out a major asset restructuring and suspend the company's shares

Hailianxun (300277) announced on the evening of October 27 that the company received the "Notice on Planning Major Asset Restructuring" from the controlling shareholder Hangzhou State-owned Capital Investment and Operation Co., Ltd. (hereinafter referred to as "Hangzhou Capital") on October 25. That is, Hailianxun will issue A shares to all shareholders of Hangzhou Steamship, and absorb and merge Hangzhou Steamship through share exchange, and the shares held by all shareholders of Hangzhou Steamship will be converted into A shares of Hylianxun in accordance with the share exchange ratio (hereinafter referred to as the "transaction"). After the completion of this transaction, Hangzhou Steam Turbine will terminate its listing and cancel its legal personality. The transaction is expected to constitute a major asset restructuring, and the details of the relevant plan are yet to be further discussed and determined. The company's A-share shares have been suspended since the market opened on October 28, and the suspension is expected to last no more than 10 trading days.

Changshan Beiming: The company plans to implement asset replacement

Changshan Beiming (000158) announced on the evening of October 27 that the company plans to introduce new energy and smart city business that has synergies with the software business, and at the same time divest the textile business. The Company intends to replace 100% of the equity of Shijiazhuang Energy Investment and Development Co., Ltd. held by Huifa New Energy, a subsidiary of Changshan Group, a wholly-owned subsidiary of Changshan Group (hereinafter referred to as the "Assets"), and 80% of the equity of Shijiazhuang Smart Industry Co., Ltd. held by Shijiazhuang Huirong Information Technology Co., Ltd., a subsidiary of Changshan Group (collectively, the "Assets"). The difference between the assets placed and the assets placed is made up in cash.

Yunnan Coal Energy: The Yunnan Provincial Government and China Baowu reached a consensus on deepening reform and cooperation with Kunshan Iron and Steel Holdings

Yunmei Energy (600792) announced on the evening of October 27 that on October 26, the company received the "Notice Letter on the Deepening Reform Cooperation between the People's Government of Yunnan Province and China Baowu Iron and Steel Group Co., Ltd. on Kunming Iron and Steel Holding Co., Ltd." (hereinafter referred to as Kunming Iron and Steel Holding Co., Ltd.), and the Yunnan Provincial People's Government has signed a cooperation framework agreement with China Baowu Iron and Steel Group Co., Ltd. (hereinafter referred to as China Baowu) to reach a consensus on deepening reform and cooperation between Kunshan Iron and Steel Holdings. In order to further deepen cooperation, according to the framework agreement, China Baowu will optimize and adjust the management relationship of Kunshan Iron and Steel Holdings, promote Kunshan Iron and Steel Holdings to become stronger and better, and realize the high-quality development of the steel industry.

Tibet Everest: Net profit in the first three quarters increased by 195.41% year-on-year

Tibet Everest (600338) disclosed its third quarterly report on the evening of October 27, and the company's operating income in the first three quarters was 1.18 billion yuan, a year-on-year decrease of 10.05%; net profit was 219 million yuan, a year-on-year increase of 195.41%; Basic earnings per share was 0.24 yuan. During the reporting period, the company strengthened cost control, decreased comprehensive costs and product prices, and increased net profit.

Yingluohua: net profit in the first three quarters increased by 150.93% year-on-year

Yingluohua (000795) disclosed its third quarterly report on the evening of October 27, and the company's operating income in the first three quarters was 2.867 billion yuan, a year-on-year increase of 1.88%; net profit was 206 million yuan, a year-on-year increase of 150.93%; Basic earnings per share was 0.19 yuan.

Kaizhong Precision: Net profit in the first three quarters increased by 171.72% year-on-year, and 10 distributions of 1.83207 yuan are planned

Kaizhong Precision (002823) disclosed its third quarterly report on the evening of October 27, and the company achieved operating income of 2.33 billion yuan in the first three quarters, a year-on-year increase of 4.15%; net profit was 116 million yuan, a year-on-year increase of 171.72%; Basic earnings per share was 0.385 yuan. The company intends to distribute a cash dividend of 1.83207 yuan (tax included) for every 10 shares.

Lily: net profit in the first three quarters increased by 76.9% year-on-year

Lily (603823) disclosed its third quarterly report on the evening of October 27, and the company's operating income in the first three quarters was 1.792 billion yuan, a year-on-year increase of 3.87%; net profit was 144 million yuan, a year-on-year increase of 76.9%; Basic earnings per share was 0.35 yuan. During the reporting period, the overall demand of the downstream market picked up, the sales volume of the company's main products increased, and the gross profit margin of some products increased year-on-year.

University of Technology: net profit in the first three quarters increased by 78.23% year-on-year

On the evening 688367 of October 27, the company disclosed its third quarterly report, and the company achieved operating income of 211 million yuan in the first three quarters, a year-on-year increase of 66.16%; net profit was 18.7019 million yuan, a year-on-year increase of 78.23%; Basic earnings per share was 0.21 yuan.

Yun Aluminum Co., Ltd.: net profit of 3.82 billion yuan in the first three quarters, a year-on-year increase of 52.49%.

Yun Aluminum Co., Ltd. (000807) disclosed its third quarterly report on the evening of October 27, and the company achieved operating income of 39.186 billion yuan in the first three quarters of 2024, a year-on-year increase of 31.67%; the net profit attributable to the parent company was 3.82 billion yuan, a year-on-year increase of 52.49%; Basic earnings per share was 1.1 yuan. The increase in performance was mainly due to the increase in sales volume and selling price of aluminum commodities during the reporting period.

Xili Technology: Net profit in the first three quarters increased by 51.77% year-on-year

Xili Technology (688616) disclosed its third quarterly report on the evening of October 27, and the company's operating income in the first three quarters was 470 million yuan, a year-on-year increase of 32.71%; net profit was 74.9447 million yuan, a year-on-year increase of 51.77%; Basic earnings per share was 0.42 yuan.

Torch Core Technology: Net profit in the first three quarters increased by 51.12% year-on-year

Torch Core Technology (688049) disclosed its third quarterly report on the evening of October 27, and the company's operating income in the first three quarters was 467 million yuan, a year-on-year increase of 24.05%; net profit was 70.9127 million yuan, a year-on-year increase of 51.12%; Basic earnings per share was 0.49 yuan. Since the beginning of this year, the company has adopted a positive sales strategy and successfully achieved a substantial increase in the company's operating income, while the company's product structure and customer structure have been continuously optimized, and the proportion of high gross margin product sales has continued to increase, and the company's comprehensive gross profit margin in the first three quarters was 47.13%, an increase of 4.09 percentage points year-on-year, thereby improving the company's overall profit level.

New coordinates: net profit in the first three quarters increased by 19.92% year-on-year, and 10 distributions of 1 yuan are proposed

New Coordinate (603040) disclosed its third quarterly report on the evening of October 27, and the company achieved operating income of 497 million yuan in the first three quarters, a year-on-year increase of 17.57%; net profit was 162 million yuan, a year-on-year increase of 19.92%; Basic earnings per share was 1.21 yuan. The company intends to distribute a cash dividend of 1 yuan (tax included) for every 10 shares.

Tiancheng Controls: Net profit in the first three quarters increased by 53.11% year-on-year

Tiancheng Controls (603085) disclosed its third quarterly report on the evening of October 27, and the company achieved operating income of 1.457 billion yuan in the first three quarters, a year-on-year increase of 47.74%; net profit was 26.2489 million yuan, a year-on-year increase of 53.11%; Basic earnings per share was 0.07 yuan.

National Technology: The net profit loss in the first three quarters was 149 million yuan, and the year-on-year loss narrowed

National Technology (300077) disclosed its third quarterly report on the evening of October 27, and the company achieved operating income of 821 million yuan in the first three quarters of 2024, a year-on-year increase of 8.01%; The net profit loss attributable to the parent company was 149 million yuan, compared with a loss of 351 million yuan in the same period last year, narrowing the year-on-year loss. With the moderate recovery of the global economy and terminal demand, the inventory of downstream end users and channel ends has gradually decreased, and the semiconductor industry has shown a warming trend. The operating income of the company's integrated circuit business increased by 29.99% over the same period of last year, and the gross profit increased by 37.38%; The gross profit of the company's anode material business increased by 327.61% over the same period last year.

Sany Renewable Energy: The holding subsidiary signed an overseas wind turbine sales contract

Sany Renewable Energy (688349) announced on the evening of October 27 that recently, Sany Wind Energy India, a holding subsidiary of the company, signed a sales contract for a total of 1,324MW wind turbines with three subsidiaries of India JSW Group, and signed a sales contract for 300MW wind turbines with India subsidiaries of Singapore Sembcorp Group.

Zhongjuxin: Yuanzhifuhai intends to inquire about the transfer of 1.77% of the company's shares

Zhongjuxin (688549) announced on the evening of October 27 that Shenzhen Yuanzhifuhai No. 11 Investment Enterprise (Limited Partnership) (hereinafter referred to as "Yuanzhifuhai"), a 6.77% shareholder, intends to inquire and transfer 1.77% of the company's shares, and the transferee shall not transfer the transferred shares through inquiry within 6 months after the transfer.

Yonghe shares: Zhejiang Xinghao plans to reduce its holdings of no more than 1.58% of the company's shares

Yonghe shares (605020) announced on the evening of October 27 that Zhejiang Xinghao Investment Co., Ltd. (hereinafter referred to as "Zhejiang Xinghao"), a 5.52% shareholder, plans to reduce the company's shares by block trading no more than 6 million shares, that is, no more than 1.58% of the company's total share capital, and the reduction period is within 3 months after 15 trading days from the date of disclosure of this announcement.

Northern shares: Tewo Shanghai plans to reduce its holdings of no more than 3% of the company's shares

North shares (600262) announced on the evening of October 27 that Tewo (Shanghai) Enterprise Management Consulting Co., Ltd. (hereinafter referred to as "Tewo Shanghai"), a 20.26% shareholder, intends to reduce its holdings of the company's shares by a total of no more than 5.1 million shares (accounting for 3% of the company's total share capital) through centralized bidding and/or block trading during the period from November 19, 2024 to February 18, 2025 (within 3 months after 15 trading days from the date of disclosure of this shareholding reduction plan).

Kesen Technology: Shareholders plan to reduce their holdings of no more than 0.99% of the company's shares

Kesen Technology (603626) announced on the evening of October 27 that Zhejiang Qihou Asset Management Co., Ltd. - Qihou Future No. 4 Securities Private Equity Investment Fund, a 5.05% shareholder, plans to reduce the number of shares of the company through centralized bidding transactions within 3 months after 15 trading days, under the premise of reducing holdings in accordance with laws and regulations, and the number of shares of the company through centralized bidding transactions does not exceed 5.5 million shares, not exceeding 0.99% of the company's total share capital.

Tengjing Technology: It is planned to repurchase shares for 10 million yuan - 20 million yuan

Tengjing Technology (688195) announced on the evening of October 27 that the company intends to repurchase shares for 10 million yuan to 20 million yuan for equity incentives and/or employee stock ownership plans. The repurchase price does not exceed 39 yuan per share.

Huaru Technology: It is planned to repurchase shares for 20 million yuan to 40 million yuan

Huaru Technology (301302) announced on the evening of October 27 that the company intends to repurchase shares with 20 million yuan to 40 million yuan for the implementation of equity incentive plans or employee stock ownership plans, and the repurchase price does not exceed 26 yuan per share.

Shengda Resources: The construction of Honglin Mining Mine has been carried out in an all-round

Shengda Resources (000603) announced on the evening of October 27 that the company recently received a notice from its holding subsidiary Sichuan Honglin Mining Co., Ltd. (hereinafter referred to as "Honglin Mining") that Honglin Mining Caiyuanzi Copper and Gold Mine has entered the construction stage of roadway infrastructure project and concentrator. The comprehensive development of Honglin Mining's mine construction work is conducive to promoting the early production of Honglin Mining and improving the company's gold output and core competitiveness.

Zhongda De: Terminated the issuance of convertible bonds to unspecified targets and withdrew the application documents

Zhongda (002896) announced on the evening of October 27 that after comprehensive consideration of the company's own business operations, changes in the internal and external environment, the company's overall development plan and many other factors, after full communication and prudent analysis by relevant parties, the company decided to terminate the issuance of convertible corporate bonds to unspecified objects and apply to the Shenzhen Stock Exchange to withdraw the relevant application documents.

Haofeng Technology: Received a prior notice of administrative punishment The company's stock trading was subject to other risk warnings

Haofeng Technology (300419) announced on the evening of October 27 that the company received the "Prior Notice of Administrative Punishment" issued by the Beijing Securities Regulatory Bureau on October 25. According to relevant regulations, the Shenzhen Stock Exchange will implement other risk warnings for the company's shares. The company's shares have been suspended for one day since the market opened on October 28, and resumed trading since the market opened on October 29. Since October 29, the company's shares have been subject to "other risk warnings", the stock abbreviation has been changed from "Haofeng Technology" to "ST Haofeng", the stock code is still 300419, and the daily rise and fall limit of stock trading remains unchanged at 20%.