周一！央行证监会超重磅！十大券商：真正的牛市还未开始！

Group 1: Key Events - Chinese Premier Li Qiang met with a delegation of U.S. Congress representatives, emphasizing the importance of stable and healthy Sino-U.S. relations for mutual benefits and international expectations [2] - The State Council's Food Safety Office is actively promoting the establishment of national standards for pre-prepared dishes, addressing public concerns and enhancing consumer rights [3] - The National Medical Insurance Administration released the 11th batch of centralized drug procurement documents, adhering to principles of clinical stability, quality assurance, and prevention of market manipulation [5] Group 2: Market Analysis and Predictions - CITIC Securities suggests that the industry selection framework remains focused on "resources + new productive forces + going global," indicating a shift in resource stocks towards dividend attributes due to supply constraints and geopolitical tensions [13] - Guojin Securities believes that a bull market driven by recovering corporate profits is in the making, with opportunities in upstream resources and domestic demand-related sectors [14] - CITIC Jiantou Strategy highlights the "14th Five-Year Plan" as a key focus for investment opportunities, particularly in AI, new energy, and consumer sectors [15] - The market is expected to experience a "pre-holiday contraction and post-holiday surge" in financing, with potential for A/H shares to reach new highs [16][22] - Xinda Strategy notes that market fluctuations during a bull market often lead to changes in style, with a focus on sector rotation to manage volatility [19] Group 3: Regulatory and Policy Developments - The Ministry of Industry and Information Technology is preparing the "15th Five-Year Plan" for the new battery industry, aiming to prevent low-level redundant construction and enhance industry planning [6] - The upcoming press conference will discuss the achievements of the financial industry during the "14th Five-Year Plan" period, indicating a focus on financial sector development [4] Group 4: IPO and Corporate Developments - Moore Threads is set to hold its IPO review meeting on September 26, 2025, focusing on the development of full-function GPU chips [7] - Four A-share companies, including Juewei Food and Chuangyi Information, will be marked as ST due to financial reporting discrepancies [10][11]