2021年10月，许昆林任江苏省委副书记、省政府党组书记、代省长，2022年1月当选为江苏省省长，直至 此次履新辽宁。 郝鹏出生于1960年7月，陕西凤翔人，曾任西藏自治区政府副主席，自治区党委常委、自治区政府副主 席，自治区党委副书记、自治区政府常务副主席，自治区党委副书记、政法委书记等职。 2013年4月，郝鹏当选为青海省省长，2016年12月任国务院国资委党委书记，2019年5月任国务院国资委 主任、党委书记，2022年11月任辽宁省委书记。 郝鹏是十八届中央候补委员，第十九届、二十届中央委员。 来源：新华社、长安街知事 据新华社9月30日消息，日前， 中共中央决定：许昆林同志任辽宁省委委员、常委、书记，郝鹏同志不再担 任辽宁省委书记、常委、委员职务。 许昆林此前担任江苏省委副书记、省长、省政府党组书记，他是第二十届中央委员。 公开资料显示，许昆林出生于1965年5月，福建永春人，曾任国家发改委副秘书长、固定资产投资司司 长，上海市副市长，江苏省委常委、苏州市委书记等职。 百万用户都在看 利好来了！外围，突传重磅！ 刚刚，集体爆发！海外，传来重磅利好！ 特朗普：征收100%关税！ 停牌！多只A股，集体公 ...

Core Viewpoint - The manufacturing PMI for September is 49.8%, indicating a 0.4 percentage point increase from August, marking two consecutive months of recovery, while the non-manufacturing business activity index remains stable at 50% [1][2] Manufacturing Sector - The manufacturing PMI has shown a slight increase, reflecting the effectiveness of various growth-stabilizing policies [2] - Among the 13 sub-indices, production index, new orders index, and procurement volume index have risen, while order-related indices remain below the threshold, indicating persistent demand challenges [2][3] - The equipment manufacturing and consumer goods sectors show rising purchasing price indices above 50%, suggesting increased raw material costs, while the basic raw materials sector faces pressure due to weak real estate investment [3] Non-Manufacturing Sector - The non-manufacturing business activity index is at 50%, indicating stability, with the financial sector's index exceeding 60%, providing a favorable environment for economic recovery [4][5] - New momentum industries, such as telecommunications and internet services, are performing well, with significant increases in business activity indices [5] - The construction sector remains weak, with indices below 50%, highlighting the need for improved project execution and funding [5] Economic Outlook - The third quarter saw a slight improvement in manufacturing PMI, averaging 49.5%, indicating a consolidation of economic recovery compared to previous quarters [6] - The non-manufacturing sector maintained stability, with an average business activity index of 50.1% for the third quarter [6] - Looking ahead to the fourth quarter, macroeconomic policies are expected to strengthen, with anticipated boosts in consumer demand and infrastructure projects driving economic activity [6][7] - Manufacturing firms exhibit increased optimism for the fourth quarter, with the production activity expectation index rising to 54.1% [7]

Core Viewpoint - The article discusses new policy measures aimed at promoting the stable and healthy development of the real estate market in Wuhan, including increased housing loan limits and various subsidies for homebuyers [1]. Summary by Sections Housing Fund Loan Adjustments - The maximum housing fund loan limit for families with dual contributors is set at 1.5 million yuan, while for single contributors it is 1.2 million yuan. The repayment ability calculation will increase the "repayment ratio" from 35% to 40% [2]. Housing Loan Recognition Standards - From October 1, 2025, to June 30, 2026, a property currently for sale will not be counted in the loan recognition for families applying for housing fund loans to purchase new homes [2]. Subsidies for First-Time Homebuyers - From October 1 to December 31, 2025, families purchasing their first new home in specified districts will receive a loan interest subsidy of 1% of the initial loan amount, capped at 20,000 yuan, distributed over two years [2]. Support for Commercial Property Purchases - From October 1, 2025, to June 30, 2026, a 50% subsidy on the actual paid deed tax will be provided for the purchase of new commercial properties [2]. Business Building Function Conversion - Support will be given for the conversion of existing business buildings to meet regional development needs, provided safety and structural integrity are maintained, with a maximum duration of 15 years for such conversions [3]. Streamlining Approval Processes - The approval process for the renovation of old business buildings will be optimized, allowing for necessary safety and environmental upgrades without requiring engineering planning permits [3]. Adjustments to Housing Registration Procedures - Individuals purchasing new commercial properties can apply for household registration based on property ownership, with provisions for family members to relocate [3]. Extension of Policy Implementation Periods - Certain policies aimed at stabilizing the real estate market will have their implementation periods extended until December 31, 2026 [3]. Policy Execution and Local Adaptation - The notification will take effect immediately, with local districts encouraged to develop supportive policies that align with the overarching goals of the notification [4].

为进一步挖掘具有长期投资价值的私募机构，方正证券联合证券时报，于2025年9月正式启动第四届"方华杯"私募成长计划。本次活动聚焦私募管理人 的核心需求，通过全周期赋能、多维度支持，助力机构提升品牌影响力、拓宽资金渠道、增强运营管理能力，共建开放、协同的私募服务新生态。 作为国内首批综合类证券公司，方正证券持续聚焦财富管理主航道，强化科技赋能，深耕细分领域，走出了一条特色化发展路径，通过"方华杯"私募成长计划成功发 掘并培育了一批具备成长潜力的优质管理机构。方正证券总裁姜志军接受采访时表示，自2022年创办"方华杯"私募品牌活动以来，公司已连续成功举办三届，累计覆 盖超2000家私募管理人，对表现卓越者实施精准扶持，其中40余家管理人已达成产品代销、种子基金及FOF投资等实质性合作。本届"方华杯"将立足财富管理核心优 势，深度聚焦私募机构核心诉求，通过全周期赋能与多维度支持，持续深化专业开放的私募服务生态建设，为私募机构高质量发展提供坚实支撑。 方正证券高净与机构客群中心行政负责人徐碧碧表示：以本次赛事为契机，持续完善覆盖私募机构全生命周期的综合业务服务体系，正是方正证券深化机构客户洞 察、推进精细化服务的核心 ...

Core Viewpoint - The article reports a tragic incident at South China University of Technology where a vehicle-pedestrian collision resulted in the death of one student and injuries to another, highlighting serious safety management issues on campus [1]. Group 1 - The incident occurred on September 27 at 21:40, involving a faculty member from the School of Arts as the perpetrator [1]. - The university expressed deep sorrow and self-blame for the accident, committing to cooperate with law enforcement to clarify the facts and punish the responsible party [1]. - The university plans to enhance campus safety measures, including traffic safety facilities, speed management for vehicles, and safety education for students and staff [1]. Group 2 - The university acknowledged the importance of societal concern, supervision, and criticism regarding the incident [2].

Core Viewpoint - The non-ferrous metal sector is experiencing a strong upward trend, driven by multiple favorable factors including government policies, production disruptions, and rising commodity prices [1][3][4]. Group 1: Non-Ferrous Metal Sector Performance - The non-ferrous metal sector has seen a rise of over 3% recently, with significant gains in copper, cobalt, lithium, and precious metals [1][3]. - Key stocks such as Jiangxi Copper, Xiyu Co., and Shengtun Mining have reached their daily limit up, indicating strong market interest [1][3]. - The sector's growth is supported by the release of the "Non-Ferrous Metal Industry Stable Growth Work Plan (2025-2026)" by the Ministry of Industry and Information Technology, which aims to optimize investment and supply chain dynamics [3]. Group 2: Copper Market Insights - The Grasberg copper mine in Indonesia has suspended production due to a landslide, leading to expectations of reduced global copper supply and increased prices [4]. - Freeport McMoRan has confirmed a projected 4% decrease in copper sales for Q3 2025 and a significant reduction in output for 2026, further tightening global supply [4]. - The LME copper price has risen over 4% in the last five trading days, reflecting market reactions to supply concerns [3][4]. Group 3: Precious Metals Market Trends - Gold prices have surged, with a year-to-date increase of over 47%, reaching nearly $3,870 per ounce [5][6]. - The precious metals market is expected to maintain a strong upward trend, driven by Federal Reserve policies and rising geopolitical tensions [6]. - The upcoming traditional consumption peak in October is anticipated to boost demand for gold jewelry, further supporting price increases [6]. Group 4: Cobalt and Lithium Price Outlook - The Democratic Republic of Congo has extended its cobalt export ban, which is expected to create a significant supply shortage by 2026, driving prices higher [7]. - Lithium prices are also projected to rise due to tight supply conditions, influenced by ongoing production issues and strategic resource considerations [7].

Core Viewpoint - The revised implementation plan for the evaluation of main underwriters of non-financial corporate debt financing tools aims to enhance the support for technology finance and inclusive finance, thereby empowering technological innovation and the private economy [2][4]. Group 1: Evaluation Mechanism - The evaluation mechanism for main underwriters has been optimized to align with the central government's directives on promoting high-quality development of technology and private enterprises, increasing support for technology innovation bonds and private enterprise bonds [4]. - The evaluation framework includes a comprehensive service capability model that integrates issuance pricing, market-oriented sales, ongoing management, underwriting market-making, risk sharing, and research innovation [4]. - The evaluation results will categorize underwriters into qualified and unqualified groups, with qualified underwriters further divided into four tiers: A, B, C, and D, based on their performance [7]. Group 2: Classification and Standards - National banks (including foreign banks) will have their top 30% classified as A tier, while the bottom 10% will be C tier; local banks will have their top 20% as A tier and bottom 20% as C tier; securities companies will follow a similar classification [7]. - Unqualified classifications include failure to submit required evaluation materials, significant self-regulatory penalties for violations, and other serious negative impacts as determined by the association [7][8]. Group 3: Future Directions - The association plans to continue enhancing the market-oriented evaluation mechanism for underwriting institutions, promoting high-quality development in the interbank bond market [8]. - There will be a focus on showcasing six types of specialized underwriters in areas such as inclusive finance, technology innovation, green bonds, structured products, panda bonds, and derivatives [8].

违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 9月29日，网民关注我区城市管理综合行政执法局付某涉嫌犯罪案件。目前，犯罪嫌疑人已被钟山区人民 检察院依法批准逮捕，案件正进一步侦办中。 据报道，贵州六盘水水城区城管局副局长付某被指长期性侵继女，9月29日其简历已从官网撤下。水城区 警方表示，事情发生在钟山区。钟山区警方回应，案件在办理中，已报给巡视组。 据介绍，付某，男， 1978年9月 生， 汉族，贵州师范大学法学专业毕业，大学学历，中共党员。他分管 市政园林、防汛、安全、应急、招商引资等工作。 来 源：水城融媒、政事儿 责编：杨喻程 校 对：苏焕文 百万用户都在看 停牌！多只A股，集体公告！ 突然！俄罗斯，发动大规模袭击！ 证监会：立案！ ...

存储芯片飞了！ 9月30日早盘，A股存储芯片板块持续冲高，江波龙涨超18%，聚辰股份、佰维存储均涨超10%，德明利、诚邦股份等多股涨 停，兆易创新、香农芯创、恒烁股份、北京君正等个股跟涨。 光大证券认为，年末降价格局已被打破，2025年四季度环比增幅优于之前预期。TrendForce预计2025年三季度和四季度一般型 DRAM （Conventional DRAM）价格将季度环比增长10%-15%和8%-13%，若加计HBM，季度环比涨幅将扩大至15%-20%和 13%-18%，其中HBM渗透率为8%和11%。另外，TrendForce预计NAND Flash在今年三季和四季分别上涨3%-8%和5%-10%。 NAND Flash方向，服务器NAND发生巨大变化，企业级eSSD逐步向HDD渗透，企业级eSSD爆发。由于AI基建的爆发，传统 作为海量数据存储基石的Nearline HDD（近线硬盘）已出现供应短缺，促使高效能、高成本的SSD逐渐成为市场焦点，特别是 大容量的QLC SSD出货可能于2026年出现爆发性增长。 DRAM亦是全面涨价。由于三大DRAM原厂持续优先分配先进制程产能给高阶Server D ...

2022年4月，孟凡利赴广东工作，出任广东省委副书记、深圳市委书记，至此番担任广东省政府党组书 记。 来源： 南方+客户端、长安街知事 责编：杨喻程 校 对：苏焕文 百万用户都在看 利好来了！外围，突传重磅！ 特朗普：征收100%关税！ 停牌！多只A股，集体公告！ 突然！俄罗斯，发动大规模袭击！ 证监会：立案！A股公司，公告！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 据"南方+"客户端9月30日消息，近日，广东省委决定：孟凡利同志任省政府党组书记。 孟凡利是第二十届中央委员，此前担任广东省委副书记、深圳市委书记。 原任广东省委副书记、省长、省政府党组书记的王伟中，已经出任内蒙古自治区党委书记。 公开资料显示，孟凡利出生于1965年9月，山东临沂人，研究生学历，经济学博士学位，教授。他曾任山 东省商务厅厅长，烟台市市长，烟台市委书记等职，2017年任青岛市市长。 2020年9月，孟凡利调任内蒙古自治区党委常委、包头市委书记，2021年11月任自治区党委副书记，继续 兼任包头市委书记。 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 qu ...