Group 1 - The National Healthcare Security Administration (NHSA) has introduced a "green channel" for medical insurance coding for innovative medical products such as brain-computer interfaces (BCIs) [1] - The NHSA will expedite the coding process for products that have obtained medical device registration certificates and will also support products that have not yet received certification by allowing submission of technical requirements and clinical evaluation materials [1] - The aim of this initiative is to optimize the classification system for medical consumables under insurance, ensuring it adapts to industry developments and promotes the rapid clinical use of innovative medical products [1] Group 2 - There has been a significant increase in policy support for the brain-computer interface market this year, with the establishment of a comprehensive terminology system for BCIs set to be implemented in January 2026 [2] - The NHSA has introduced independent billing items for BCI technologies, laying the groundwork for future commercialization and clinical application [2] - By 2027, key breakthroughs in BCI technology are expected, with the establishment of advanced technical, industrial, and standard systems, and the application of BCI products across various sectors [2] Group 3 - Major companies are entering the commercialization phase, with the approval of China's first invasive BCI medical device by Nanjing Shanhai Medical Technology Co., Ltd. [3] - Companies like Sainuo Medical and Xiangyu Medical are leveraging their expertise to develop minimally invasive BCI solutions and rehabilitation devices for stroke patients [3] - Sanbo Neuroscience has successfully implanted invasive BCI devices in patients with ALS, enabling them to control robotic arms through thought [3]

《指导意见》要求各有关单位充分认识数字消费在推动消费升级、扩大有效投资、促进产业创新方面的 重要作用，加强组织领导、综合协调和政策保障，健全长效促进机制，及时总结推广创新举措、典型做 法，推动各项措施落地见效。 《指导意见》聚焦供需两侧协同发力，从4方面提出14项任务举措。一是丰富数字消费领域供给。扩大 数字产品消费，提升数字服务消费，创新数字内容消费，拓展数字消费渠道，以数字消费新供给激发消 费新需求。二是培育壮大数字消费经营主体。提升数字消费企业创新能力，赋能中小企业数字化发展， 支持数字消费企业发展壮大，不断增强内生动力和创新活力。三是优化数字消费支撑体系。打造数字消 费平台载体，完善快递物流配送体系，提升支付便利化水平，强化要素投入保障，加强财政金融支持， 构建高效协同的数字消费生态体系，夯实数字消费发展基础。四是营造数字消费良好环境。开展消费促 进活动，推动国际交流合作，促进规范健康发展，统筹促进与规范、国内与国际，以更优环境推动数字 消费高质量发展。 在扩大数字产品消费方面，《指导意见》提出，鼓励企业加速研发创新，增加人工智能终端产品有效供 给，释放人工智能手机、电脑、智能机器人、可穿戴设备、桌面 ...

Group 1 - The real estate sector experienced a volatile rebound on September 24, with several stocks hitting the daily limit up, including Yunnan City Investment, Shanghai Lingang, Shibei High-tech, and Shenzhen Zhenye A [1] - By 9:55 AM, stocks such as Shangshi Development, Yuhua Development, and Shahe Shares also saw significant increases [1] Group 2 - Notable stock performances included Yunnan City Investment at 2.82 with a rise of 10.16%, and Shibei High-tech at 5.84 with a rise of 9.98% [2] - Other stocks that showed positive movement included Shenzhen Zhenye A at 9.27 with a rise of 9.96%, and Shangshi Development at 4.66 with a rise of 7.62% [2]

来源：上海证券报·中国证券网 上证报中国证券网讯（记者 徐蔚）9月24日，A股三大指数集体上涨，截至收盘，上证指数涨0.83%， 深证成指涨1.80%，创业板指涨2.28%，科创50指数涨3.49%，北证50指数涨2.03%。沪深北三市全天成 交23471亿元，较上日缩量1713亿元。全市场超4400只个股上涨，近90股涨停。行业板块几乎全线上 涨，电子化学品、半导体、游戏、光伏设备、能源金属、房地产服务、电池板块涨幅居前，旅游酒店板 块跌幅靠前。 MACD金叉信号形成，这些股涨势不错！ ...

Core Viewpoint - The meeting between China's Minister of Industry and Information Technology, Li Lecheng, and Saudi Arabia's Minister of Industry and Mineral Resources, Bandar Al-Hokail, emphasizes the strengthening of industrial cooperation between the two countries, highlighting achievements in various sectors and the potential for future collaboration [1]. Group 1: Industrial Cooperation - The two countries have deepened cooperation in the industrial sector under the strategic guidance of their leaders, achieving significant results in petrochemicals, automotive, and new energy sectors [1]. - There is a commitment to enhance policy exchanges and strategic alignment to stabilize and streamline industrial supply chains [1]. Group 2: Investment Opportunities - Saudi Arabia welcomes more Chinese enterprises to invest in the country and is committed to providing a better business environment for these companies [1]. - Areas of potential collaboration include advanced manufacturing, petrochemicals, electric vehicles, artificial intelligence, biopharmaceuticals, and additive manufacturing [1].

Market Performance - A-shares experienced a collective rise on September 24, with the Shanghai Composite Index up 0.83%, Shenzhen Component Index up 1.80%, ChiNext Index up 2.28%, STAR Market 50 Index up 3.49%, and Northbound 50 Index up 2.03% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets was 23,471 billion yuan, a decrease of 1,713 billion yuan compared to the previous day [1] - Over 4,400 stocks in the market rose, with nearly 90 stocks hitting the daily limit [1] International Indices - The Nikkei 225 Index closed up 0.3% at 45,630.31 points, while the Korean Composite Index fell 0.4% to 3,472.14 points on the same day [1] Commodity and Bond Markets - Most domestic commodity futures contracts rose, with glass futures leading the gains [1] - Government bond futures contracts closed lower, influenced by the strong stock market and rising risk appetite, which exerted pressure on the bond market [1] ETF Performance - The semiconductor equipment ETF (159516) rose by 9.55%, and the semiconductor equipment ETF fund (159327) increased by 9.40% [1] Convertible Bond Market - The China Convertible Bond Index rose by 1.3%, closing at 476.83 points [2] Institutional Insights - UBS Securities noted that the upward trend in A-shares has begun to drive adjustments in asset allocation among residents, attracting outside capital into the market [3] - Open Source Securities highlighted that after several months of rising indices, the market is at a relatively high position, with most sectors in technology facing high valuations [3] - Silver Fund emphasized that international leading tech companies have raised their annual capital expenditure expectations from $300 billion to $350 billion, indicating increased investment in data centers and AI infrastructure [3] - China Galaxy Securities remains optimistic about the computing power sector, which is still in the performance realization phase, and anticipates 2026 to be a key year for the foldable screen market recovery [3]

上证报中国证券网讯 据商务部9月24日消息，商务部等9部门印发《关于促进服务出口的若干政策措 施》。通知提出，加大出口信用保险支持力度。鼓励中国出口信用保险公司和其他保险机构加大对服务 出口的支持力度，在运输、维修维护、互联网广告等支持领域基础上进一步扩大覆盖面，在风险可控的 前提下，提升承保能力和水平，优化理赔服务质效，为服务出口提供更全面的风险保障。鼓励各地区因 地制宜建设服务贸易统保平台，出台相关支持政策，并加大对服务贸易企业信用风险管理指导和培训力 度。 来源：上海证券报·中国证券网 ...

Group 1 - Alibaba Cloud and NVIDIA have reached a collaboration in the field of Physical AI, integrating NVIDIA's full suite of Physical AI software stack with Alibaba Cloud's AI platform PAI [2] - The collaboration aims to provide enterprises with a comprehensive platform service that includes data preprocessing, simulation data generation, model training evaluation, robot reinforcement learning, and simulation testing, thereby shortening the development cycle for applications like embodied intelligence and assisted driving [2] - Following the announcement, Alibaba's stock surged over 8%, reaching a latest price of 173 HKD per share, with an intraday high of 174.6 HKD [2][3] Group 2 - The stock opened at 173 HKD, with a maximum of 174.6 HKD and a minimum of 157.6 HKD during the trading session [3] - The trading volume was 2.19 million shares, with a total market value of 368.35 billion HKD, reflecting an increase of 8.53% [3] - The company's market capitalization stands at 3.3 trillion HKD, with a price-to-earnings ratio of 20.77 [3]

上证报中国证券网讯 9月24日，国债期货盘中走弱，截至14时02分，30年期主力合约跌0.44%，报 114.040点；10年期主力合约跌0.11%，报107.640点；5年期主力合约跌0.09%，报105.555点；2年期主力 合约跌0.02%，报102.328点。 来源：上海证券报·中国证券网 ...

9月24日午后，创业板指持续走强，截至发稿涨超1.7%，报3169.22点；沪指涨超0.7%，报3848.71点；深证成指涨1.29%，报13289.10点。盘面上看，券 商、固态电池、游戏板块涨幅居前。 券商股大涨，湘财股份（600095）午后触及涨停，截至发稿，涨幅有所回落。国投资本、兴业证券等跟涨。 固态电池概念股午后持续上扬，截至发稿，道明光学、恩捷股份涨停，海目星、骄成超声涨超10%。中国宝安、洪田股份此前封板。 | 9.14 | | -10.04% | | --- | --- | --- | | 09:30 | 11:30 | 15:00 | | 9.26 | | -10.01% | | --- | --- | --- | | 09:30 | 11:30 | 15:00 | 游戏板块拉升，截至发稿，吉比特、神州泰岳涨超7%，恺英网络涨超6%，三七互娱、完美世界等跟涨。 0.00% 1 34 13.08 -8.79% 11:30 15:00 09:30 恺英网络 002517 29.11 +6.09% +1.67 29.48 7.43% 0.00% 25.40 -7.43% 09:30 11:30 ...