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潘功胜、李云泽、吴清、朱鹤新将集体出席国新办新闻发布会……盘前重要消息还有这些
Sou Hu Cai Jing·2025-09-22 00:25

Group 1 - The State Council will hold a press conference to discuss the achievements of the financial industry during the "14th Five-Year Plan" period, featuring key officials from the central bank and financial regulatory bodies [2] - The Ministry of Commerce stated that China respects the will of enterprises regarding the TikTok issue and encourages negotiations that comply with market rules and Chinese laws [2] - The National Medical Insurance Administration released the 11th batch of centralized drug procurement documents, emphasizing principles such as maintaining clinical stability and quality control [2] Group 2 - Shanghai's Finance Bureau announced a policy adjustment for property tax, exempting new purchases of second or additional homes from property tax if the average area per person does not exceed 60 square meters [3] - Huawei launched the "Tian Gong Plan" at the Huawei Connect 2025 event, committing 1 billion RMB to support the Harmony AI ecosystem [5] - Shanxi Fenjiu announced that a shareholder plans to reduce their stake by up to 1.33% [5] - Several companies, including Zhenlei Technology and ST Xin Dong, are facing investigations or have announced significant financial discrepancies in their reports, leading to changes in their stock designations [5] Group 3 - CITIC Securities highlighted a focus on resource stocks and new production capabilities, suggesting a shift in valuation frameworks due to global supply constraints and geopolitical tensions [7] - The report emphasized the importance of Chinese manufacturing leaders in global markets, aiming to convert market share advantages into pricing power and profit margin improvements [7] - The investment strategy includes a focus on resource, consumer electronics, innovative pharmaceuticals, and gaming sectors, while also considering chemical and military industries [7]