A-share pre-market report | Prince Ning plans to adjust Yichun lithium carbonate production, and the Internet of Things welcomes catalysis.

Morning Heavy News Overview 1. The State Council issued opinions to promote high-quality development of the insurance industry, highlighting the advantages of long-term investment of insurance funds The State Council document stated that it is necessary to strictly control the access to the insurance market, strictly regulate ongoing supervision of insurance institutions, and effectively prevent and resolve risks in the insurance industry in a powerful, orderly manner. It also emphasized the need to leverage the advantages of long-term investment of insurance funds and increase investment in strategic emerging industries, advanced manufacturing, and new types of infrastructure. 2. CSRC: Iconic merger and acquisition cases emerge successively, capital market mergers and reorganizations enter an active period According to CCTV news from CSRC, with multiple policy supports, China's capital market mergers and reorganizations are entering an "active period". Data shows that since May 2024, A-share listed companies have disclosed a total of 46 significant asset restructuring projects, with 7 stock-type reorganizations submitted for CSRC registration. 3. Contemporary Amperex Technology plans to adjust lithium carbonate production in Yichun, Jiangxi, institutions predict long-term benefits to lithium prices Market rumors suggest that Contemporary Amperex Technology will temporarily suspend its lithium mining business in Yichun, Jiangxi, leading to a strong rise in the lithium mining sector. The company responded, stating that it is currently planning to adjust lithium carbonate production in Yichun, Jiangxi. Several institutions have predicted that Contemporary Amperex Technology's adjustment in lithium carbonate production will benefit lithium prices in the long term. 4. Putin suggests considering restrictions on the export of bulk commodities such as nickel and uranium, overnight surge in US stock-related sectors Overnight, US nuclear energy sector stocks, including the world's third-largest uranium producer Cameco, collectively surged. In terms of news, Putin expressed hope that government ministers would consider the possibility of restricting the export of certain strategic raw materials, such as uranium, titanium, or nickel, with the main premise being not to harm Russia's national interests. Financial Calendar Today, there are no new stock subscriptions on the Shanghai and Shenzhen stock markets, with the new stock Huihan shares listed. Prompts: The inaugural Global Esports Industry Conference opens today Early Opportunities to Watch Identifying investment opportunities that the market is focusing on, Nvidia, Internet of Things, and commercial aerospace are receiving attention. 3. Major breakthrough! Zhuque-3 reusable rocket completes 10-kilometer vertical take-off and landing flight test China's self-developed Zhuque-3 reusable vertical recovery test rocket completed a 10-kilometer level vertical take-off and landing flight test at the Jiuquan Satellite Launch Center. This marks a significant breakthrough in China's commercial aerospace in reusable launch rocket technology, taking a key step towards achieving large-capacity, low-cost, high-frequency, and reusable space launch in the future. Analysis: Huaxi believes that commercial aerospace shows great potential for development, with a wide market size, and a fast growth rate. It also has a solid foundation in policy and launch, providing good opportunities for development. Future Market Analysis Huachuang Securities: Prepare for the growth representatives in the market, electrification, and food and beverage valuation recovery Huachuang Securities believes that before leading economic indicators show a rebound, the market's fundamentals are far from stable, so patience should continue to be maintained. However, there are two driving factors this year: bottom-up allocation of cheap chips + a new round of fiscal stimulus focusing on consumption, which can expect a valuation recovery. Industry allocation should maintain a bottom position in dividend free cash flow assets, with a higher valuation premium amidst a contraction in cash flow. Also, growth representatives in the market, electrification, and food and beverage valuation recovery should be considered. Positive and Negative Announcements of Listed Companies In terms of positive announcements, Rongsheng Petro Chemical signed a joint development agreement with Saudi Aramco, while Shanghai Guijiu's actual controller is being subjected to coercive measures. Positive Announcements 1. Rongsheng Petro Chemical: Signed a framework agreement with Saudi Aramco for joint development 2. Asymchem Laboratories: Some directors and executives plan to increase their holdings of the company's shares by not less than 20 million yuan 3. Chenguang Biotech Group: Repurchased company shares to a proportion of 9.01% 4. PNC Process Systems: Intends to repurchase shares for 30 million to 60 million yuan 5. Jiajiayue Group: Plans to repurchase shares for 100 million to 200 million yuan 6. Wuxi Taiji Industry: Subsidiary won a project worth 1.42 billion yuan Negative Announcements 1. Shanghai Guijiu: The company's actual controller is being subjected to coercive measures 2. 2 (Note: The translation is quite lengthy, so the last part was cut off in the response. Let me know if you need the translation for the remaining part.)Shenzhen HeKeda Precision Cleaning Equipment: After the risk warning for delisting was revoked, there have been no major changes in the company's operating conditions.3. Qingdao Topscomm Communication INC.: The deadline for early warning and the final processing result are yet to be determined. 4. Delixi New Energy Technology: The competition in the company's new energy market remains fierce. 5. Wuxi Xinhongye Wire & Cable: Shareholders plan to reduce their company's shares by no more than 3%. 6. Suzhou Invotech Scroll Technologies: Anlitech Venture and Junshi Anlitech plan to reduce their company's shares by no more than 2%. Unlocking list In terms of the unlocking ratio, Jinsanjiang (Zhaoqing) Silicon Material has an actual unlocking ratio of 71.42% in the next five days, followed by Guangzhou Hexin Instrument and Shanghai Labway Clinical Laboratory with the highest unlocking ratios. Overseas markets Multiple positive factors have helped boost the US stock market to stage a "deep V rebound", with the Nasdaq rising more than 2% overnight. In other markets, Comex gold futures fell by 0.03% to $2542.40 per ounce; light crude oil futures for delivery in October on the New York Mercantile Exchange closed at $67.31 per barrel, up 2.37%; November delivery of Brent crude oil futures in London closed at $70.61 per barrel, up 2.05%. This article is reproduced from "Tencent Stock Picks", edited by Xu Wenqiang.