重点关注 今日一只新股申购。 国常会：研究深化重点领域改革扩大制度型开放工作。 十五运会火炬传递，机器人火炬手"夸父"亮相 我国核能科技取得新突破。 安世中国：已建立充足的成品与在制品库存，能够稳定、持续地满足广大客户直至年底乃至更长时间的 订单需求。 重要的消息有哪些 1． 申购提示：新股方面，北矿检测申购代码920160，发行价6.7元/股，申购上限127.44万股。投资有 风险，申购需谨慎。 2． 10月31日召开的国务院常务会议，研究深化重点领域改革扩大制度型开放工作。本次会议指出，要 着力深化重点领域改革，带动高水平对外开放，提升商品市场开放水平。稳步扩大规则、规制、管理、 标准等制度型开放。 3． 11月1日，财政部、国家税务总局发布《关于黄金有关税收政策的公告》（以下简称"公告"），明 确黄金有关税收政策。根据公告，在2027年底前，对会员单位或客户通过上海黄金交易所、上海期货交 易所（以下称交易所）交易标准黄金，卖出方会员单位或客户销售标准黄金时，免征增值税。未发生实 物交割出库的，交易所免征增值税；发生实物交割出库的，区别标准黄金的投资性用途和非投资性用 途，分别按规定适用增值税即征即退政策 ...

Market Overview - A-shares experienced a rally followed by a pullback, with the Shanghai Composite Index breaking through 4000 points for the first time in 10 years before adjusting [1] - Daily trading volume exceeded 2 trillion yuan, with weekly trading volume surpassing 10 trillion yuan [1] - Margin trading saw significant increases, with over 41.3 billion yuan added, bringing the total margin balance to a historical high of 2.48 trillion yuan [1] Sector Performance - The electronics sector received over 9 billion yuan in net financing, while power equipment and communications sectors saw net inflows of over 6.3 billion yuan and 5 billion yuan, respectively [1] - Major inflows were noted in the power equipment sector, with over 49.5 billion yuan in net inflows from institutional investors, while the electronics sector experienced a net outflow of over 16.2 billion yuan [1] - The forestry sector surged, with the index rising over 48% to reach a 6.5-year high, driven by the publication of the "15th Five-Year Plan" [2] Policy Impact - The "15th Five-Year Plan" emphasizes green development, aiming for carbon neutrality and ecological safety, which has positively influenced market sentiment [2] - The new energy sector saw a broad rally, with various sub-sectors like energy storage and hydrogen energy reaching historical highs [2] - Key sectors highlighted for investment include communication infrastructure, semiconductor manufacturing, and industrial software, driven by policy support [3]

Company Highlights - Tianqi Co., Ltd. signed a strategic cooperation framework agreement with Foxconn Automotive, planning to deploy no less than 2,000 embodied intelligent robots in the next five years [1] - Tianhua New Energy's actual controllers plan to transfer 12.95% of shares to CATL at a price of 24.49 yuan per share, which is a 19% discount compared to the closing price [2] - Zhenyu Technology plans to invest 21.1 billion yuan in humanoid robot precision module and component projects [3] - Taiyuan Heavy Industry disclosed false financial data in its annual report, leading to a change in its stock name to "ST Tai Heavy" starting November 4 [4] Investment & Contracts - East Asia Machinery plans to invest 400 million yuan to build an intelligent manufacturing base for air compressors and core components in Central China [12] Shareholding Changes - TuoStar's director plans to reduce his holdings by up to 0.95% [14] - Shanghai Fosun Pharmaceutical plans to reduce its holdings in Shanhe Pharmaceutical by up to 3% [16] Business Performance - Pingzhi Information reported a total procurement amount of 469 million yuan for server-related products since May [17] - Berry Genomics received medical device registration for the world's first clinically approved third-generation sequencing platform, Sequel® IICNDx [18] Contracts & Project Awards - Hopu Co., Ltd. signed a 5.2 billion yuan procurement contract for a storage system [20] - Qiaoyin Co., Ltd. received a bid notification for a 5.12 billion yuan urban sanitation integration project [20] Stock Price Movements - Hezhong China experienced a 46.56% increase in stock price over four consecutive trading days, indicating potential irrational speculation [22] Other Announcements - Huaxin Cement will change its stock name to Huaxin Building Materials starting November 6 [23]

证券代码：603122 证券简称：合富中国 公告编号：临 2025-047 合富（中国）医疗科技股份有限公司 股票交易异常波动暨风险提示公告 二、公司关注并核实的相关情况 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 合富（中国）医疗科技股份有限公司（以下简称"公司"）股票价格于 2025 年 10 月 30 日、10 月 31 日连续两个交易日内日收盘价格涨幅偏离值累计超 过 20%，根据上海证券交易所的有关规定，属于股票交易异常波动情形。经公司 自查及发函问询控股股东及间接控股股东，截至本公告披露日，公司不存在应披 露而未披露的重大事项。 公司业绩下滑，出现亏损。公司《2025 年第三季度报告》已于 2025 年 10 月 30 日在上海证券交易所网站（www.sse.com.cn）披露。公司 2025 年第三 季度归属上市公司股东的净利润为-5,047,969.82 元，较上年同期下降 225.26%， 主要系受国内宏观形势变动，以及集中采购降价等医疗行业政策调整的影响，公 司面向医院客户的产品采购单价 ...

人民财讯10月31日电，4连板合富中国（603122）10月31日发布股票交易异常波动暨风险提示公告，自 2025年10月28日至2025年10月31日，公司股票连续4个交易日以涨停价收盘，并连续2次触及股价异动， 期间累计涨幅达46.56%。公司股价短期上涨幅度较大，高于同期行业及上证指数涨幅。股价累计涨幅 偏离基本面，存在非理性炒作风险。经公司自查，公司目前日常经营活动一切正常，公司内外部经营环 境未发生重大变化。 ...

合富中国公告称，公司股票价格连续两个交易日内日收盘价格涨幅偏离值累计超过20%，属于股票交易 异常波动情形。经核实，公司不存在应披露而未披露的重大事项。此外，公司业绩下滑，出现亏损，主 要受国内宏观形势变动及医疗行业政策调整的影响。公司股价短期上涨幅度较大，存在非理性炒作风 险。公司提醒投资者关注公司业绩波动，勿受市场情绪过热影响，注意交易风险。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301584 | 建发致新 | 32.38 | -8.09% | 18.19万 | 5.98 Z | | 002727 | 一心堂 | 13.41 | -2.61% | 17.19万 | 2.30亿 | | 601607 | 上海医药 | 17.94 | -2.07% | 35.69万 | 6.41亿 | | 603939 | 益丰药房 | 24.42 | -0.93% | 5.35万 | 1.31亿 | | 000705 | 浙江震元 | 9.57 | -0.52% | 8.65万 | 8265.51万 | | 603233 | 大参林 | 18.28 | 0.16% | 5.23万 | 9562.44万 | | 000028 | 国药一致 | 25.42 | 0.20% | 3.11万 | 7896.52万 | | 600713 | 南京医药 | 5.06 | 0.20% | 10.14万 | 5120.61万 | | 600511 | 国药股 ...

Core Viewpoint - The article discusses the recent policy support for the digital economy, particularly focusing on the "Action Plan for Deepening Smart City Development and Promoting Comprehensive Digital Transformation" released by multiple government departments, which aims to enhance the role of data in urban economic and social development [3][4][5]. Group 1: Policy Initiatives - The Action Plan aims for significant progress in data-driven urban development by the end of 2027, with goals including efficient handling of key urban events and high-frequency public services [4]. - By 2035, the plan envisions the emergence of modern cities with international competitiveness and global influence [4]. - The plan emphasizes the integration of artificial intelligence in education and public services, promoting applications like "AI + education" and "one network for all learning" [4][5]. Group 2: Digital Economy and AI Development - The plan encourages the creation of new digital life scenarios in sectors like culture, sports, and consumption, leveraging AI for content creation and service enhancement [5][6]. - It supports the digital transformation of traditional business districts and the development of smart stores and AI product experience centers [5]. - The government aims to foster a data factor market and promote the integration of data industries with low-altitude economy, unmanned driving, and embodied intelligence [5][6]. Group 3: Market Response - AI concept stocks have shown strong performance, with several stocks hitting the daily limit up, indicating positive market sentiment towards AI-related investments [3][8]. - The government is committed to enhancing the innovation ecosystem for AI, focusing on foundational research and the development of new models and algorithms [8][9]. - Analysts suggest that the current low penetration of AI models indicates significant growth potential, with capital expenditures expected to rise alongside revenue growth from AI applications [9].

【导读】 锂电板块集体走强，AI应用概念股火热，创新药活跃 中国基金报记者 晨曦 大家好！10月的最后一个交易日，来一起关注最新的市场行情和资讯~ 10月31日，A股市场早间小幅低开，盘初震荡下跌后拉升。截至发稿，深证成指、创业板指 均已翻红。 | 3972.20 | ﻭ | 13570.55 V ------ | 3270.00 Y ---------- | | --- | --- | --- | --- | | 上证指数 -0.37% | | 深证成指 +0.28% | 创业板指 +0.21% | 盘面上，上午传媒、电力设备、医药生物等板块走高，锂电池、动力电池、Kimi等概念股活 跃；培育钻石、稀土、存储器、光模块等概念股走低。 | | Wind热门概念指数 | | | | --- | --- | --- | --- | | 锂电电解液 8.22% | 锂电负极 5.77% | 动力电池 5.06% | 锂电池 4.18% | | 锂电正极 | Kimi | 宁德时代产业链 | 固态电池 | 3.88% | 4.03% | 3.72% | 4.09% | | --- | --- | --- | --- ...

2025年三季度，合富中国营业收入为5.49亿元，在行业24家公司中排名第23。行业第一名上海医药营收 2150.72亿元，第二名九州通1193.27亿元，行业平均数为292.22亿元，中位数为146.6亿元。主营业务构成 方面，体外诊断产品集约化业务8.8亿元占比93.65%，医疗产品流通5820.14万元占比6.20%，其他增值服务 105.79万元占比0.11%，其他(补充)35.33万元占比0.04%。当期净利润为 - 1190.56万元，行业排名第22。行 业第一名上海医药净利润59.86亿元，第二名九州通20.77亿元，行业平均数为6.11亿元，中位数为2.05亿 元。 资产负债率低于同业平均，毛利率高于同业平均 偿债能力方面，2025年三季度合富中国资产负债率为27.18%，去年同期为20.06%，低于行业平均的 59.74%。从盈利能力看，2025年三季度毛利率为15.84%，去年同期为19.76%，高于行业平均的13.11%。 董事长李惇薪酬176.93万元，同比增加45.93万元 控股股东为合富（香港）控股有限公司，无实际控制人。董事长李惇，男，中国台湾籍，1956年6月出 生，本科学历。 ...