Highlights of the securities morning meeting | The third quarter report market opens, maintaining the growth trend recommendation for Siasun Robot&Automation.
At today's brokerage morning meeting, CITIC Securities pointed out that the third quarter report season has begun and they maintain their recommendation on the growth of the robotics sector; CITIC Securities also stated that the implementation of quantum information is accelerating and policies are expected to continue supporting it; Galaxy Securities believes that the market share of top real estate companies is expected to further increase.
The market rebounded yesterday with the GEM Index rising more than 3% and the Shanghai Index rising 1.36% to above 3900 points. The trading volume of the Shanghai and Shenzhen stock markets was 1.87 trillion, an increase of 136.3 billion from the previous trading day. In terms of sectors, the nurturing of diamonds, engineering machinery, and CPO sectors led the gains, while the coal sector led the declines. At the close of yesterday, the Shanghai Composite Index rose 1.36%, the Shenzhen Component Index rose 2.06%, and the GEM Index rose 3.02%.
At today's brokerage morning meeting, China Securities Co., Ltd. pointed out that the third quarter report season has begun and maintained a recommendation for the growth trend of Siasun Robot & Automation; CITIC SEC stated that the acceleration of quantum information landing and continuous policy support is expected; Galaxy Securities believes that the market share of leading real estate companies is expected to further increase.
China Securities Co., Ltd.: The third quarter report season has begun, maintaining a recommendation for the growth of Siasun Robot & Automation
China Securities Co., Ltd. stated that the humanoid Siasun Robot & Automation sector has already retraced the cumulative gains of September. China Securities Co., Ltd. believes that on the eve of the inflection point of the industry trend realization of 0-1, the current fundamentals are progressing normally. The short-term adjustment may be mainly due to the expectation of additional tariffs, weakening the technology growth trend, and profit-taking funds from previous sectors. The period from October to the present is a vacuum period before the release of the third-generation prototype of Optimus and the landing of orders. Tesla's third quarter report on October 23 and the shareholder meeting on November 7 will be important observation periods. The current pullback caused by liquidity fluctuations is a buying point, with stocks that exceed expectations in the third quarter report performance and the business progress of Siasun Robot & Automation becoming the top choice for allocation.
CITIC SEC: Acceleration of quantum information landing, continuous policy support
CITIC SEC pointed out that the 2025 Nobel Prize in Physics commends the engineering application of quantum computing, indicating that the commercial competition in quantum information will enter a new accelerated stage. The overseas market shows differentiation in technology routes, with accelerated commercialization of quantum communication and measurement. China's leading scientific research verification drives landing of application scenarios. Leading scientific research achievements such as "Zu Chongzhi III" remain world-leading, while companies such as Quantumctek Co., Ltd. have made key progress in industrial application and core hardware. The global quantum competition is accelerating, and policy support during the "14th Five-Year Plan" period is expected to increase. It is recommended to focus on investment opportunities related to quantum information.
Galaxy Securities: Leading real estate companies are expected to further increase market share
Galaxy Securities stated that in the third quarter of 2025, Beijing, Shanghai, and other places successively issued policies to relax the real estate market, further stimulating residents' upgrading demand. With the support of policies, the allocation value of the real estate sector is highlighted. Galaxy Securities believes that leading real estate companies with excellent operational management capabilities and capital advantages are expected to further increase their market share.
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