GMT EIGHT - Stocks - China Stock

Central China: Media sector profit growth significantly in the first half of 2025. Continue to favor sub-sectors such as gaming, publishing, and IP derivatives.

Suggest paying attention to the product cycle, performance, and new product reserve progress of the gaming company.

Minsheng Securities: The controllable nuclear fusion industrialization process is expected to accelerate, and it is recommended to continue to pay attention to the catalysis of the nuclear fusion industry.

The commercialization of the nuclear fusion industry is accelerating, and the bank recommends continued focus on the promotion of the nuclear fusion industry.

A-share stock morning express | A-share shock rises, non-ferrous metal sector continues to be active, storage chip concept stocks strong

Looking ahead, some securities firms believe that the logic supporting the rise in the stock market has not changed, and the market valuation is currently reasonable. The market is expected to continue to rise after the holiday.

Dongxing: The improvement of consumption structure combined with the outbreak of emerging demands, global demand for cesium rubidium salts may continue to shift to the right.

The line believes that the global supply of cesium rubidium salt between 2025-2027 will be 2210/3135/4550 tons respectively, and the global demand for cesium rubidium salt will be 2446/3166/4600 tons respectively. The supply-demand balance will be -256/-30/-50 tons respectively.

Zhongjin: "Machine replacing humans" has entered a critical opportunity period. Jiangsu Nonghua Intelligent Agriculture Technology, agricultural machinery has entered the fast lane.

Intelligent agricultural equipment is the core grasping hand for ensuring food security, with industry and policy opportunities resonating.

GMTEight List of A-share restricted sales and lifting restrictions | September 30th

"Puedo usar tu telfono celular por un momento?" Can I use your cell phone for a moment?

CITIC SEC: Focus on the improvement of public demand in the off-season and pay attention to the turning point of airline profits.

Civil aviation works together to fight against internal competition, focusing on potential areas of intervention including the minimum price, time control, and supervision of sales agents. In the next 3 years, there will be clear constraints on the supply side, considering the recovery progress of the upstream aircraft manufacturers, especially the engine industry chain. Even new orders may be difficult to deliver before 2029.

Pre-market report on A-shares | The Development and Reform Commission speaks out! Involving 500 billion new type of policy-oriented financial instruments, macro policies.

The National Development and Reform Commission stated that in order to promote financial services for the real economy and boost effective investment, the commission, together with relevant parties, actively promotes the work related to new types of policy-based financial instruments. The scale of the new policy-based financial instruments is a total of 500 billion yuan, all of which will be used to supplement project capital.

Securities Morning Meeting Highlights | Focus on the opportunities in the AI terminal equipment industry chain.

At today's securities morning meeting, CITIC Securities stated that they are focusing on investment opportunities in the lithium battery equipment sector; while TF Securities expressed that they are optimistic about the opportunities in the AI terminal equipment industry chain.

Hangzhou Anysoft Information Technology (300571.SZ) has won a bid for a general server procurement project worth about 451 million yuan.

Pingzhi Information (300571.SZ) announcement, the company has won the bid for China Unicom's general server centralized procurement project in 2025...

Sichuan Biokin Pharmaceutical (688506.SH) re-submits application for H-share issuance to the Hong Kong Stock Exchange

Bailey Tianheng (688506.SH) Announcement, the company has applied to the Hong Kong Stock Exchange for...

Shenzhen Sunshine Laser & Electronics Technology (300227.SZ) intends to transfer 20% equity of its joint venture partner, SynTheAll Technology.

GuangYunda (300227.SZ) announced that the company plans to form a partnership with Shenzhen Coordinated Additive Manufacturing Partnership Enterprise (Limited Partnership) (referred to as...

Risesun Real Estate Development (002146.SZ) subsidiary signed a memorandum of cooperation with Hainan Aerospace City.

Rongsheng Development (002146.SZ) released an announcement, the company's subsidiary Meiya Tourism Airlines Co., Ltd. (hereinafter referred to as "Meiya Airlines")...

Jiangxi Bestoo Energy (001376.SZ) plans to invest 224 million yuan in the construction of the third phase project of Siyang Baitong cogeneration.

Baotong Energy (001376.SZ) announced that, according to the company's strategy and business development needs, its wholly-owned subsidiary...

A-share evening hot topic | NDRC speaks out! New type of policy financial instrument with 500 billion yuan is coming

Li Chao said that the total scale of the new policy-oriented financial instruments is 500 billion yuan, all of which will be used to supplement project capital. The National Development and Reform Commission is working closely with relevant parties to quickly inject funds from the new policy-oriented financial instruments into specific projects.

Luoxin Pharmaceuticals Group Stock (002793.SZ) plans to raise funds through the issuance of additional shares, with a maximum amount not exceeding 842.4 million yuan.

Lunxin Pharma (002793.SZ) released a plan for the issuance of A shares to specific targets in 2025. This issuance aims to...

Hailir Pesticides And Chemicals Group (603639.SH) plans to launch a restricted stock incentive plan for 12.5 million shares.

Hailir (603639.SH) disclosed its 2025 restricted stock incentive plan (draft), intending to grant incentives to...

Chison Medical Technologies (688358.SH) plans to launch a restricted stock incentive plan for 2025.

Shengsheng Medical (688358.SH) disclosed the 2025 restricted stock incentive plan (draft), intending to incentive the...

Cathay Biotech Inc. (688065.SH) plans to promote the 2025 employee stock ownership plan.

Kaisai Biology (688065.SH) disclosed the 2025 Employee Stock Ownership Plan (draft), participants include company...

Chongqing Qianli Technology (601777.SH) plans to launch an employee stock ownership plan in 2025.

Qianli Technology (601777.SH) disclosed its 2025 employee stock ownership plan (draft), with the participation target not exceeding...

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