国新办9月22日举行发布会，潘功胜、吴清等出席｜周末要闻速递

Group 1: Government Procurement and Policies - The State Council meeting emphasized the importance of implementing domestic product standards in government procurement as a significant step to improve the procurement system and ensure fair treatment for foreign enterprises [1] - The meeting highlighted the need to categorize domestic product standards reasonably and set specific requirements for key components and processes [1] - There will be a focus on listening to various opinions and providing a reasonable transition period to support enterprises in their industrial layout and investment plans [1] Group 2: Healthcare and Price Control - The National Healthcare Security Administration announced the optimization of price control "anchors" for the 11th batch of centralized procurement, moving away from simply selecting the lowest bid [2] - This change aims to prevent abnormal low pricing from disrupting normal bids and will set the price control anchor at 50% of the average winning bid if the lowest bid is below that threshold [2] Group 3: Battery Industry Development - The Ministry of Industry and Information Technology is working on the "14th Five-Year" new battery industry development plan to prevent low-level redundant construction [3] - The focus will be on strengthening industrial planning and promoting regional coordinated development in the lithium battery sector [3] Group 4: Monetary Policy Adjustments - The People's Bank of China has adjusted the 14-day reverse repurchase operations to fixed quantity, interest rate bidding, and multiple price-level bidding to maintain liquidity in the banking system [4] Group 5: Foreign Exchange Market Stability - The State Administration of Foreign Exchange reported stable net inflows in the goods trade for August, with a total cross-border capital net inflow of $3.2 billion [5] - The foreign exchange market remains active, with a year-on-year increase of 8% in cross-border receipts and payments by non-bank sectors [5] Group 6: IPO Developments - The Shanghai Stock Exchange announced that the IPO of Moore Thread Technology will be reviewed on September 26, 2025 [6] Group 7: Financial Fraud and Regulatory Actions - Four A-share companies, including Fudan Forward and Creative Information, will face risk warnings and trading suspensions due to financial fraud [7] Group 8: Immigration Policy Changes - The U.S. administration has signed an executive order imposing a $100,000 annual fee for H-1B visa applicants to ensure that only highly skilled foreign workers are brought in [8][9] Group 9: Investment Opportunities in Construction - China Galaxy Securities recommends four investment themes in the construction industry during the "14th Five-Year" period, focusing on major engineering projects, overseas expansion, and sectors like low-altitude economy and clean energy [17] Group 10: Electronics Sector Trends - CITIC Securities reports that the electronics sector is experiencing strong demand, particularly in AI computing and storage, with expectations of continued growth through the traditional peak season [18] Group 11: Domestic Computing Chip Advancements - Zhongyuan Securities highlights that domestic firms are making significant strides in computing chips, with advancements in cluster computing and technology breakthroughs in HBM [19]