Core Viewpoint - Deep Konka A (000016.SZ) has announced that its Yancheng storage chip packaging and testing industrial park has achieved a monthly production capacity of 4KK [1] Group 1 - The company has successfully launched its Yancheng storage chip packaging and testing industrial park [1] - The current monthly production capacity of the facility is 4KK [1]

Macroeconomic Highlights - The U.S. plans to impose a 100% tariff on Chinese goods starting November 1, in response to China's export controls on rare earths [1] - China firmly opposes the U.S. actions, emphasizing the need for dialogue and mutual respect to resolve differences [1] National Policies - The National Development and Reform Commission announced a reduction in domestic gasoline and diesel prices by 75 yuan and 70 yuan per ton, respectively, effective from October 13 [2] Transportation Sector - In September 2025, urban rail transit passenger volume decreased by 1.9 billion trips, a 6.6% decline month-on-month, but increased by 1.1 billion trips, a 4.3% rise year-on-year [3] - The average passenger intensity per kilometer decreased by 3.9% month-on-month and 3.3% year-on-year [3] Energy Sector - The State Grid Corporation completed fixed asset investments exceeding 420 billion yuan in the first nine months of the year, marking an 8.1% year-on-year increase [4] - Major projects, including ultra-high voltage direct current projects, have been operational or under construction [4] AI Industry Development - Sichuan Province has launched a plan to establish the "Zhuge Space" AI industry ecosystem, aiming to create a globally influential hub for AI technology and applications [5] Company News - Meili Eco (000010) won a 2.375 billion yuan EPC project [6] - Heyuan Gas signed a supply contract worth approximately 768 million yuan with Dingyi New Materials [7] - Yueyang Forest Paper's wholly-owned subsidiary secured a forestry carbon sink resource development project [8] - Hanjian Heshan won a project worth 207 million yuan, accounting for 26.29% of its 2024 revenue [9] - Zhongyan Dadi won a project worth 77 million yuan [10] - Xinhua Insurance expects a net profit increase of 45% to 65% year-on-year for the first three quarters [10] - Dongfang Iron Tower anticipates a net profit increase of 60.83% to 93% year-on-year for the first three quarters [10] - Salt Lake Co. expects a net profit increase of 36.89% to 49.62% year-on-year for the first three quarters [10] - Jin Di Group reported a 57.12% year-on-year decline in September contract amount, totaling 2.23 billion yuan [10] - Pritor expects a net profit increase of 53.48% to 67.82% year-on-year for the first three quarters [10] - Lingyi Manufacturing anticipates a net profit increase of 34.1% to 50.42% year-on-year for the first three quarters [10] - Naipu Mining expects a net profit decrease of 45.16% to 49.32% year-on-year for the first three quarters [10] - Chenguang Biotech expects a net profit increase of 344.05% to 401.55% year-on-year for the first three quarters [10] - Xichang Power anticipates a net profit increase of approximately 150.51% year-on-year for the first three quarters [10] - Bohai Chemical's subsidiary will undergo maintenance for its PDH unit (600,000 tons/year) starting October 13 [10] - Huaneng Intelligent has not generated revenue from nuclear fusion-related business [10] - Feilihua plans to raise up to 300 million yuan for the construction of its quartz electronic yarn intelligent manufacturing project [10] - Luyin Investment's controlling shareholder plans to increase its stake in the company by 40 million to 80 million yuan [10]

Core Points - The recent border conflict between Pakistan and Afghanistan has escalated, with significant casualties reported on both sides, highlighting the ongoing security challenges in the region [1][2][3] - The conflict is rooted in historical tensions and the rise of the Tehrik-i-Taliban Pakistan (TTP), which has been a persistent threat to Pakistan's security [3][4][5] - The involvement of major powers, particularly India and the United States, adds complexity to the situation, potentially exacerbating the conflict [9][10] Summary by Sections Border Conflict - The border skirmishes between Pakistan and Afghanistan occurred from the night of October 11 to the early hours of October 12, resulting in at least 200 deaths, primarily among TTP militants [1] - Pakistan's military conducted targeted strikes against Afghan military camps and TTP training bases, temporarily occupying 21 Afghan outposts [1][2] Historical Context - The TTP emerged after the U.S. invasion of Afghanistan in 2001, with many militants taking refuge in the border regions between Pakistan and Afghanistan [3] - The historical dispute over the Durand Line, drawn by British colonial powers, continues to fuel tensions, as it divides the Pashtun ethnic group [7][8] Security Risks - The porous border allows TTP militants to launch attacks and retreat into Afghanistan, complicating Pakistan's counter-terrorism efforts [4] - In 2023 alone, TTP attacks have resulted in at least 2,414 deaths in Pakistan, indicating a significant security threat [4] Geopolitical Dynamics - The recent conflict coincides with renewed diplomatic relations between India and Afghanistan, raising concerns about India's potential involvement in supporting anti-Pakistan elements [9] - The U.S. has also shown renewed interest in Pakistan, potentially using the situation to counterbalance India's influence in the region [10]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com （责任编辑：刘静 HZ010） 格隆汇10月9日丨南玻Ａ(000012.SZ)公布，截至2025年9月30日，公司通过回购专用证券账户以集 中竞价交易方式累计回购公司A股股份38,191,671股，回购公司B股股份23,484,996股，合计占公司总股 本的比例为2.0086%。回购A股股份的最高成交价为5.04元/股（未超过本次回购方案限定的回购A股价 格上限7.53元/股），最低成交价为4.54元/股，累计支付的资金总额为人民币181,479,403.23元（不含印 花税、交易佣金等交易费用）。回购B股股份的最高成交价为1.94港元/股（未超过本次回购方案限定的 回购B股价格上限3.05港元/股），最低成交价为1.65港元/股，累计支付的资金总额为42,392,374.25港元 （按照2025年9月30日港元兑人民币汇率中间价1港元=0.91298元人民 ...

Core Points - President Trump criticized Chicago Mayor Johnson and Illinois Governor Pritzker, suggesting they "should be jailed" [1] - The Trump administration deployed the National Guard to Illinois, with the first 200 Texas National Guard members arriving in the Chicago area [1] - Illinois and Chicago filed a lawsuit against the Trump administration to prevent the deployment of the National Guard [1] Group 1 - Chicago has been labeled by Trump as the "worst, most dangerous" city in the world, with a focus on crime reduction through National Guard deployment [1] - Mayor Johnson described the deployment as "illegal, unconstitutional, dangerous, and wrong" [1] - Governor Pritzker highlighted that Chicago has been recognized as the "best big city in America" for nine consecutive years [1]

Core Viewpoint - The article discusses the deployment of the National Guard to Chicago by the Trump administration, highlighting the political tensions between President Trump and local Democratic leaders regarding crime and immigration enforcement [1]. Group 1: Government Actions - The Trump administration has sent the National Guard to Chicago, with the first group of 200 Texas National Guard members arriving in the area [1]. - Illinois and the city of Chicago filed a lawsuit against the Trump administration on June 6, attempting to block the deployment of the National Guard [1]. Group 2: Political Reactions - President Trump criticized Chicago's Democratic Mayor Johnson and Illinois Governor Pritzker, suggesting they should be imprisoned for failing to protect federal immigration officials [1]. - Mayor Johnson described the deployment of the National Guard as "illegal, unconstitutional, dangerous, and wrong" [1]. - Governor Pritzker shared on social media that Chicago has been named the "best big city in America" for nine consecutive years [1]. Group 3: Crime and Safety Concerns - Trump labeled Chicago as the "worst, most dangerous" city in the world, asserting that the National Guard's deployment is aimed at combating crime [1].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 長江和記實業有限公司 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00001 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 3,830,044,500 | | 0 | | 3,830,044,500 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 3,830,044,500 | | 0 | | 3,830,044,500 | 第 2 頁 共 10 頁 v 1.1.1 呈交日期: 2025年10月2日 I. 法定/註冊股本變動 | 1. ...

Core Viewpoint - The People's Bank of China (PBOC) emphasizes the need for a proactive monetary policy to promote stable economic growth and maintain reasonable price levels, reflecting a more nuanced understanding of the current economic challenges [1][2]. Group 1: Monetary Policy Direction - The PBOC's recent meeting indicates a shift from "maintaining" to "promoting" economic stability, highlighting a more active approach to monetary policy [1][2]. - The meeting introduced a new requirement to "ensure the effective implementation of various monetary policy measures," indicating a focus on the execution of existing tools [2][3]. Group 2: Structural Monetary Policy Tools - The meeting reiterated the importance of structural monetary policy tools, particularly in supporting small and micro enterprises and stabilizing foreign trade [4]. - The emphasis on financing support for key areas such as technology innovation, consumption, and small businesses is crucial, especially in light of potential impacts from U.S. tariffs on Chinese exports [4]. Group 3: Future Outlook - The expectation for the fourth quarter is to maintain a moderately loose monetary policy stance, with decisions on rate cuts or reserve requirement ratio adjustments to be based on comprehensive assessments of economic performance and external conditions [4].

格隆汇9月26日丨南玻A(000012.SZ)公布，公司拟在埃及投资新建光伏玻璃生产线项目，规划建设一条 1,400T/D一窑五线光伏压延玻璃及配套四条钢化镀膜加工生产线，在项目取得政府相关审批后启动建 设，预计建设周期为三年，项目规划总投资约人民币17.55亿元，具体投资金额和建设周期以实际投入 及建设情况为准。 ...

针对莞康宇宏股东借款逾期事项，首先，公司已向莞康宇宏发出催款通知函，督促其履行还款义务，后 续将进一步加大催收力度，包括必要时通过法律手段维护公司及股东的合法权益。其次，公司已成立专 项工作小组，并委派专业团队监督莞康宇宏经营管理，监督资金使用，共管银行账户U盾及莞康宇宏公 章，优化项目成本。最后，公司将推动莞康宇宏加快推进莞康旧改项目，积极落实政府要求，组织设计 院对更新单元进行整合调整。鉴于现阶段，莞康宇宏持有莞康旧改项目地块暂不具备启动开发条件，公 司已与莞康宇宏商定，将现有旧改土地上的24.74万平方米厂房物业选择优质租户出租，预计租金收入 回款可以支付股东借款本金和利息。 格隆汇9月26日丨深康佳A(000016.SZ)公布，近日，公司对莞康宇宏的股东借款期满，鉴于莞康旧改项 目的进度不及预期，为施加压力加快项目进展，保障资金安全，公司要求莞康宇宏按合同约定归还公司 提供的股东借款本金1.96亿元及其利息，但莞康宇宏因资金不足，无法及时归还，导致股东借款逾期。 ...