Macroeconomic News - The State Council announced the holiday schedule for 2026, including a 3-day break for New Year's, a 9-day break for Spring Festival, and a 5-day break for Labor Day [2] - The Ministry of Commerce responded to questions regarding ASML, stating that the Dutch government interfered with the company's internal affairs and that ASML (Netherlands) announced on October 26 to stop supplying wafers to ASML (China), causing disruptions in the global semiconductor supply chain [2] - The People's Bank of China will conduct a 700 billion yuan reverse repurchase operation on November 5, 2025, to maintain liquidity in the banking system [3] - In October, the central bank resumed trading of government bonds, with a net injection of 20 billion yuan [3] - The U.S. Senate failed to pass a temporary funding bill again, leading to a record government shutdown [3] Company News - Fuyao Glass announced a change in its legal representative from Cao Dewang to his son, Cao Hui [8] - Industrial Fulian reported a cumulative repurchase of 0.04% of its shares, amounting to 147 million yuan as of October 31 [9] - True Love Home announced plans for a change in control, leading to a stock suspension [10] - ST Wanfang disclosed that its stock price volatility was mainly due to market speculation regarding a change in control [11] - Siwei Liekong announced the dismissal of Deputy General Manager Zhao Jianzhou, who is under investigation [12] - Haichuang Pharmaceutical completed the enrollment of the first batch of participants in the Phase II clinical trial for its drug HP515, targeting metabolic-associated fatty liver disease [13] - Midea Group has repurchased a total of 9.575 billion yuan of its A-shares [14] - Tianpu Co. completed the transfer of shares with its controlling shareholder and a related party [15] - Baili Tianheng's innovative biopharmaceutical T-Bren (HER2ADC) has been included in the list of breakthrough therapy varieties [16] - Redik announced plans to acquire a 20.41% stake in robotics and brain-computer interface company Aoyi Technology for 160 million yuan [17] Global Market - U.S. stock indices collectively fell, with the Nasdaq down 2.04%, S&P 500 down 1.17%, and Dow Jones down 0.53% [18] - Major technology stocks declined, with Intel dropping over 6%, Tesla over 5%, and Nvidia nearly 4% [18] - Cryptocurrency stocks saw significant declines, with Bakkt down nearly 20% and Galaxy Digital down over 10% [18] - European major indices mostly closed lower, with Germany's DAX30 down 0.6% [18] Investment Opportunities - The robot industry in China saw a revenue increase of 29.5% year-on-year in the first three quarters of this year, with industrial robot production reaching 595,000 units and service robot production reaching 13.5 million units, surpassing the total production for 2024 [23] - Dongfang Securities believes that the industry is expected to enter a mass production phase next year, benefiting component manufacturers with excellent manufacturing and management capabilities [24] - SK Hynix announced the development of new storage products, including AI-DRAM and AI-NAND, and is deepening partnerships to advance AI manufacturing technology [25] - Guotai Junan Securities noted that the storage industry has entered a new upcycle, driven by the increasing demand for memory capacity due to AI model training and inference [25]

Core Points - The company announced the dismissal of its Vice President, Zhao Jianzhou, while he will continue to serve as a director and hold positions in the wholly-owned subsidiary, Henan Lanxin Technology Co., Ltd [1][4] - The dismissal is part of the company's management adjustments to ensure better governance and will not affect its production and operations [1][5] - Zhao Jianzhou holds 43,486,475 shares in the company, and his shareholding will comply with relevant regulations after his dismissal [2] Meeting Details - The company's board meeting was held on November 4, 2025, with 9 directors invited and 8 present, excluding Zhao Jianzhou who was absent due to being detained [4][5] - The board unanimously approved the resolution to dismiss Zhao Jianzhou as Vice President, with 8 votes in favor, 0 against, and 1 abstention [5] - During Zhao Jianzhou's absence, Zhao Song, a director of Lanxin Technology, will temporarily assume his responsibilities [5]

Core Viewpoint - The company, Siwei Control, announced that its Vice President, Zhao Jianzhou, has been placed under investigation by the Tianjin Binhai New Area Supervisory Committee, which has led to a significant decline in the company's stock price over recent days [1] Group 1: Company Announcement - On November 3, Siwei Control disclosed that it received a notification regarding Zhao Jianzhou being detained and investigated [1] - The company stated that it and its subsidiaries have not received any notifications from relevant authorities and are not required to assist in the investigation [1] - Siwei Control emphasized its robust organizational structure and governance system, noting that other board members and senior management are performing their duties normally [1] Group 2: Stock Performance - Prior to the announcement, Siwei Control's stock had already experienced a decline for two consecutive days [1] - On November 4, the stock continued to drop, closing down by 2% [1] - Since October 31, the stock price of Siwei Control has decreased by over 20% [1]

Core Points - The company announced the dismissal of its Vice President, Zhao Jianzhou, during the fifth board meeting held on November 4, 2025 [1] - Zhao Jianzhou will continue to serve as a director of the company and will hold the positions of Chairman and General Manager at its wholly-owned subsidiary, Henan Lanxin Technology Co., Ltd. [1] Summary by Sections - **Board Decisions** - The fifth board of directors held its third nomination committee meeting and the eleventh board meeting on November 4, 2025, where the resolution to dismiss the Vice President was unanimously approved [1] - **Management Changes** - Zhao Jianzhou's dismissal from the Vice President role was confirmed, but he retains his position as a director and will lead the subsidiary [1]

Core Points - The company announced the dismissal of its Vice President, Zhao Jianzhou, during the meetings of the third Nomination Committee and the eleventh Board of Directors on November 4, 2025 [1] - Despite the dismissal from the Vice President position, Zhao Jianzhou will continue to serve as a director of the company and will hold the positions of Chairman and General Manager at its wholly-owned subsidiary, Henan Lanxin Technology Co., Ltd [1]

Core Viewpoint - The company has announced the dismissal of its Vice President, Zhao Jianzhou, while he will continue to serve as a director and hold positions in a wholly-owned subsidiary [1] Group 1 - The fifth meeting of the Nomination Committee and the eleventh meeting of the fifth Board of Directors will be held on November 4, 2025 [1] - The resolution to dismiss Zhao Jianzhou from the position of Vice President was unanimously approved [1] - Zhao Jianzhou will remain a director of the company and will serve as Chairman and General Manager of Henan Lanxin Technology Co., Ltd. [1]

Company Summary - Siwei Control (SH 603508) announced on November 4 that its fifth board meeting was held to discuss the dismissal of the vice president and other matters [1] - As of the report, Siwei Control's market capitalization is 10 billion yuan [1] Industry Summary - The industry is experiencing a significant surge in overseas orders, which have increased by 246%, covering over 50 countries and regions [1] - Entrepreneurs have warned of potential issues as some companies are selling at a loss, raising concerns about the risk of vicious competition expanding internationally [1]

证券代码：603508 证券简称：思维列控 公告编号：2025-036 河南思维自动化设备股份有限公司 关于解聘公司高级管理人员的公告 本公司董事会及除赵建州先生以外的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。 河南思维自动化设备股份有限公司（以下简称"公司"）于 2025 年 11 月 4 日召开第五届董事会提名委员会第三次会议和第五届董事会第十一次会议审议 并通过了《关于解聘公司副总经理的议案》，一致同意解聘赵建州先生的副总经 理职务，解聘后其仍担任公司董事职务，并在全资子公司河南蓝信科技有限责任 公司（以下简称"蓝信科技"）担任董事长、总经理。现将相关情况公告如下： (一) 提前离任的基本情况 (二) 离任对公司的影响 本次解聘事项是公司根据经营管理的需要，为更好的保障董事会和管理层的 规范运作，对高级管理人员进行调整，不会影响公司的生产经营。 截至本公告披露日，赵建州先生持有公司股份 43,486,475 股，解聘副总经理 职务后，赵建州先生所持股份仍将严格遵守《上市公司股东减持股份管理暂行办 法》《上市公司董事、监事和高级管 ...

证券代码：603508 证券简称：思维列控 公告编号：2025-035 河南思维自动化设备股份有限公司 第五届董事会第十一次会议决议公告 本公司董事会及除赵建州先生以外的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。 一、董事会会议召开情况 河南思维自动化设备股份有限公司（以下简称"公司"）第五届董事会第十一次会 议通知于 2025 年 11 月 4 日通过电子邮件的方式向各位董事发出，会议于 2025 年 11 月 4 日以现场表决和通讯表决相结合方式召开，本次董事会会议应出席董事 9 名，实际出 席董事 8 名，董事赵建州先生因故未出席本次会议。 本次会议由公司董事长李欣先生主持，公司全体监事及部分高管列席了本次会议。 本次会议的召集、召开和表决程序均符合《公司法》等法律法规以及《公司章程》《公 司董事会议事规则》等有关规定，会议的召集、召开合法有效。 二、董事会会议审议情况 经全体董事投票表决，形成决议如下： （一）会议审议通过了《关于解聘公司副总经理的议案》。 表决结果：8 票同意，0 票反对，1 票弃权，0 票回避表决。 特此公告 ...

Core Viewpoint - The company announced the dismissal of its Vice President, Zhao Jianzhou, to enhance the governance of the board and management, while he will continue to serve as a director and hold leadership positions in a wholly-owned subsidiary [1] Group 1: Management Changes - The board of directors approved the dismissal of Zhao Jianzhou from the position of Vice President on November 4, 2025 [1] - The decision was made to better align with the operational needs of the company and ensure proper governance [1] - Zhao Jianzhou will retain his role as a director and will serve as the Chairman and General Manager of the wholly-owned subsidiary, Lanxin Technology [1] Group 2: Shareholding Information - Following the dismissal, Zhao Jianzhou holds 43,486,475 shares in the company [1] - The handling of his shares will comply with relevant laws and regulations after the dismissal from the Vice President position [1]