中国资产突然大爆发。 今日（11月6日）晚间，在美股三大指数集体走弱的背景下，中国资产逆势走强，纳斯达克中国金龙指数一度 涨超2%，三倍做多富时中国一度大涨近5%，两倍做多中国互联网股票ETF一度涨超3%，热门中概股普涨。 近期，多家外资机构纷纷上调对中国全年经济增速的预期，并看好中国资产。其中，德意志银行研究上调中国 2025年第四季度GDP增速预测至4.6%（环比增长1.2%），全年增速预期调升至5.0%。高盛将2025年中国实际 GDP增速预测从4.9%上调至5.0%，2026年、2027年分别从4.3%、4.0%上调至4.8%、4.7%。 中国资产逆势爆发 北京时间11月6日晚间，美股三大指数集体低开低走，截至23:00，道指跌0.63%，纳指跌1.03%，标普500指数 跌0.62%。 中国资产集体爆发，纳斯达克中国金龙指数一度大涨超2%，三倍做多富时中国大涨近5%，两倍做多中国互联 网股票ETF大涨超3%，两倍做多沪深300ETF、中国科技ETF均涨超2%。热门中概股普涨，小鹏汽车大涨超 10%，世纪互联大涨超6%，百度集团、禾赛科技涨逾5%，阿里巴巴、蔚来、万国数据涨超2%。 不过，受美股三大指 ...

Core Insights - A significant discovery of a large magnesium limestone deposit has been made in the Kongtong District of Pingliang City, Gansu Province, with a total resource volume of 700 million tons, marking a major breakthrough in mineral exploration in the region [1][2] Summary by Sections Major Mineral Discoveries - The magnesium limestone deposit is located in the Zhuangmatai area of the Kongtong District, with an average MgO grade of 20.67%, indicating high-quality ore [2] - The deposit is characterized by its large scale, shallow burial, gentle dip, and stable thickness, making it suitable for open-pit mining [2] - The comprehensive utilization potential of the magnesium limestone is significant, as it serves as a key raw material for magnesium metallurgy and has applications in refractory materials, metallurgical flux, glass, and ceramics [2] Recent Exploration Achievements - In October, Jiangsu Province reported a major breakthrough with the discovery of a large strontium deposit in Nanjing, with inferred resources of 545.55 thousand tons and an average grade of 48.65% [3] - In July, a team from China National Nuclear Corporation announced the discovery of the world's deepest sandstone-type industrial uranium mineralization in the Tarim Basin, setting a new record [4] - The first half of the year saw the discovery of 38 new mineral sites nationwide, a 31% increase year-on-year, with significant finds in various provinces including Heilongjiang, Hebei, and Xinjiang [5] Strategic Mining Initiatives - The Ministry of Natural Resources reported that the new round of mineral exploration strategic actions has made significant progress, with a total investment of 1159.94 billion yuan in geological exploration for 2024 [5] - The report highlighted the discovery of 150 new mineral sites, including 49 large, 54 medium, and 47 small sites, with lithium, gold, and iron being among the most frequently discovered minerals [5] - A notable "Asian lithium belt" has been identified, spanning 2800 kilometers across Sichuan, Qinghai, Tibet, and Xinjiang, with multiple large and super-large lithium deposits found [5]

Core Viewpoint - The article highlights the significant advancements in China's naval aviation capabilities, particularly focusing on the successful trials of the Fujian aircraft carrier and its integration with various carrier-based aircraft [1]. Group 1: Aircraft Carrier Development - The Fujian aircraft carrier has successfully completed its first trials with the J-15T, J-35, and KJ-600 carrier-based aircraft, marking a milestone in China's naval development [1]. - The successful launch and recovery of these aircraft demonstrate the effective integration of China's independently developed electromagnetic catapult and arrestor system [1]. Group 2: Naval Aviation Progress - The Chinese Navy has made substantial progress in its carrier aviation sector, transitioning from single aircraft operations to a comprehensive system, and from land-based to carrier-based operations [1]. - The Navy is advancing towards becoming a world-class naval force, achieving significant milestones in operational capabilities [1]. Group 3: Future Prospects - The Fujian carrier is set to continue its sea trials and equipment testing, which are crucial for ensuring operational stability and readiness for future missions [1].

Core Viewpoint - The stock of HeFu China (603122) has experienced a significant surge, with eight consecutive trading days of hitting the daily limit, raising concerns about potential risks due to a disconnect from the company's fundamentals [1][2][4]. Stock Performance - From October 28 to November 6, HeFu China's stock price increased by 114.67%, with a trading volume spike on November 6 reaching a turnover rate of 31.50% [1][6]. - Prior to this surge, from January 1 to October 27, the stock had a modest performance, declining by 2.9% while the Shanghai Composite Index rose over 19% during the same period [6]. Company Fundamentals - HeFu China's main business involves the centralized procurement of in vitro diagnostic products and medical product distribution, primarily serving hospitals [6][7]. - The company reported a significant decline in performance, with a 22.80% year-on-year decrease in revenue for the first three quarters, totaling 5.49 billion yuan, and a net loss of 12.39 million yuan, a 146.65% decline compared to the previous year [7]. Valuation Concerns - As of November 6, HeFu China's static price-to-earnings (P/E) ratio was 207.07, significantly higher than the industry average of 29.06, indicating a potential overvaluation [4][5]. - The company has warned investors about the risks of market sentiment being overly optimistic and the potential for rapid price corrections due to the disconnect from its operational performance [2][5].

Macro Dynamics - The Ministry of Commerce held a roundtable meeting for foreign enterprises in Shanghai during the China International Import Expo, with over 30 foreign companies and associations participating [2] - The National Medical Insurance Administration announced a pilot program for intelligent review of medical insurance processes, aiming to enhance efficiency and security in fund management [3] Financial Institutions - Former chief analyst at Tianfeng Securities, Kong Rong, is set to become the deputy director of Guolian Minsheng Securities Research Institute, indicating a consolidation of research operations [7] - Li Shengye, deputy director of the Xinjiang branch of the Export-Import Bank of China, is under investigation for serious violations of discipline and law [8] Market Data - The Shanghai Composite Index rose nearly 1% to surpass 4000 points, with significant trading volume and a broad market rally, particularly in the chemical and aluminum sectors [9] - As of November 5, the financing balance on the Shanghai Stock Exchange was reported at 1,254.887 billion yuan, showing a slight increase, while the Shenzhen Stock Exchange's balance decreased [10] - The Hong Kong Hang Seng Index increased by 2.12%, with notable gains in the semiconductor and technology sectors [11] Company Dynamics - Fushun Special Steel is supplying key structural materials, including GH3535 alloy, for China's first thorium-based molten salt reactor project, positioning itself as a core materials supplier [13] - BGI Genomics reported a net profit of 1.139 billion yuan for the first three quarters of 2025, driven by strong sales of its proprietary products [15] - Hwa Hong Semiconductor achieved a record sales revenue of 635.2 million USD in Q3, marking a 20.7% year-on-year increase [19] - Chow Tai Fook closed over 900 stores in the past year, reflecting challenges in the retail environment despite rising gold prices [20]

Core Viewpoint - Foreign investment in A-shares is increasing, with significant focus on high-growth sectors such as artificial intelligence, industrial automation, new energy, semiconductors, and consumer electronics [1][2][9]. Group 1: Foreign Investment Trends - As of the end of Q3 this year, the market value of A-shares held by QFII institutions reached 150.4 billion yuan, an increase of over 33 billion yuan compared to the end of 2024, representing a growth rate of 28.4% [2][7]. - In Q3, QFII entered the top ten shareholders of 687 A-share companies and increased holdings in 141 companies [8]. Group 2: Company Research Focus - Since October, foreign institutions have conducted research on 309 A-share companies, primarily in industries such as industrial machinery, electrical equipment, electronic components, and healthcare [3][6]. - Notable companies receiving significant foreign interest include Huaming Equipment, United Imaging, Lens Technology, and Luxshare Precision, with many being in high-growth sectors [5][6]. Group 3: Economic Outlook and Predictions - Goldman Sachs has raised its forecasts for China's export growth and actual GDP growth, indicating a positive outlook for the "14th Five-Year Plan" period [9][11]. - The firm expects China's export volume to grow by 5% to 6% annually over the next few years, contributing to overall economic expansion [11].

国务院任免国家工作人员。 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 看券商中国 知天下财经 用 券中社 12 券商中国 × 券 中 社 扫码关注券商中国公众号 扫码下载 券 中 社 A P P quanshangcn 舞#t 券中社APP qzs.stcn.com 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 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 任命周召华为国家邮政局副局长。 免去王道席的应急管理部副部长、水利部副部长职务；免去刘君的国家邮政局副局长职务。 来源：人社部网站 责编： 汪云鹏 校 对： 苏焕文 百万用户都在看 直线拉升！一则消息，突然引爆！ 突发！这个板块，大面积涨停！重磅消息传来！ 盘中，集体爆发！两大利好，彻底引爆！ 官宣！春节连休9天，史上最长！2026年放假安排公布！ 深夜，暴涨！美联储，重磅发声！ ...

据外交部网站消息，2025年11月6日，中共中央政治局委员、外交部长王毅应约同英国外交大臣库珀通电 话。 王毅表示，当前国际形势变乱交织，中英关系不进则退。双方应加强战略沟通，推动两国关系沿着健康、互 惠、稳定轨道可持续发展。中英都是大国和联合国安理会常任理事国，对世界和平、稳定与发展承担着重要国 际责任。中方坚定维护联合国宪章宗旨和原则，维护联合国在国际体系主导地位，尊重各国主权和领土完整， 主张以和平手段解决争端，支持全球自由贸易和世贸组织规则，确保全球产供链稳定。中英在上述重大问题上 立场总体一致，这是深化两国战略合作关系的重要内涵。中方愿同英方共同努力，携手应对全球性挑战，促进 世界和平与发展。 王毅说，中英两国历史文化各异，双方存在分歧也很正常，但应本着相互尊重原则，努力增进相互了解，为双 边关系稳定提供坚实保障。对于时而出现的杂音和干扰，要保持清醒头脑，积极稳妥处理，保持两国关系发展 的主基调。 库珀表示，英中两国有很多共同利益，英方高度重视对华关系，期待同中方加强高层交往，拓展安全、发展和 环境等领域合作。英中作为安理会常任理事国和支持多边主义的大国，有必要保持常态化战略沟通，共同应对 气候变化 ...

此外， 《意见稿》 还加强监管协同，完善工作机制。健全完善财政部门、保险监督管理机构的信息沟通共享 机制。有条件的地方可以在不妨碍市场竞争的前提下探索集中投保。 在《意见稿》的起草说明中，财政部明确了3项征求意见的重点内容。 首先，是否同意《意见稿》中关于依法备案从事证券服务业务以及从事金融企业等涉及公众利益相关实体审计 业务的会计师事务所应投保的职业责任保险累计赔偿限额的规定？如有不同意见，请说明理由，并提出修改建 议。 其次，是否同意《意见稿》中关于从事其他业务的会计师事务所应投保的职业责任保险累计赔偿限额的规定？ 如有不同意见，请说明理由，并提出修改建议。 最后，是否同意征求意见稿中关于会计师事务所与保险公司按照《中华人民共和国保险法》和有关原则公平协 商确定保险责任、不再统一规定保险责任仅限于因非故意行为导致的赔偿责任的规定？如有不同意见，请说明 理由，并提出修改建议。 近日，财政部研究起草了《会计师事务所职业责任保险暂行办法（修订征求意见稿）》（下称《意见 稿》），正征求意见。征求意见截止时间为2025年11月27日。 《意见稿》对依法备案从事证券服务业务以及从事金融企业等涉及公众利益相关实体审计业 ...

Core Viewpoint - The recent leadership change at Oriental Selection, with founder Yu Minhong taking over as CEO after the departure of Sun Dongxu, highlights the company's commitment to maintaining strong communication and leadership continuity during transitions [1][2]. Group 1: Leadership Changes - Yu Minhong announced that Sun Dongxu, co-founder of Oriental Selection, has decided to leave the company for personal reasons, despite encouragement to stay [1]. - Following the "small essay" incident, the board of directors at Oriental Selection officially appointed Yu Minhong as CEO, relieving Sun Dongxu of his duties as executive director and CEO, effective immediately [2]. Group 2: Company Communication - Yu Minhong emphasized the importance of maintaining good communication with all members of Oriental Selection and expressed confidence in the company's future growth [1].