A股晚间热点 | 国办最新发文！事关稳市场、稳预期 稀土龙头业绩预增20倍

Group 1 - The State Council issued a notice to enhance employment support policies, focusing on stabilizing jobs, enterprises, markets, and expectations to promote high-quality economic development [1] - The notice includes expanding the scope of special loans for job stabilization and increasing the unemployment insurance refund ratio for small and micro enterprises from a maximum of 60% to 90% [1] Group 2 - Northern Rare Earth announced an expected net profit of 900 million to 960 million yuan for the first half of 2025, representing an increase of 855 million to 915 million yuan year-on-year, a growth of 1882.54% to 2014.71% [2] Group 3 - The Ministry of Industry and Information Technology opened an online feedback window for key automotive companies to address issues related to payment cycles for small and medium-sized enterprises [5] - The market regulatory authority and the Ministry of Industry and Information Technology issued an action plan focusing on metrology support for the integrated circuit industry from 2025 to 2030 [6] Group 4 - 180 A-share companies are currently queued for listing on the Hong Kong stock market, indicating a growing interest in IPOs [7] Group 5 - Meta invested approximately 3% in EssilorLuxottica, valued at about 3 billion euros (approximately 3.5 billion USD), as part of its strategy to enhance AI smart glasses [13] - The rapid development of AI smart glasses and wearable devices is expected to increase user acceptance of AI products, benefiting various sectors such as office, film, and gaming [13]