Group 1: Economic Indicators - The Purchasing Managers' Index (PMI) for September will be released on September 30, with August's manufacturing PMI at 49.4%, showing a slight increase of 0.1 percentage points from the previous month, indicating an improvement in manufacturing sentiment [1] - The non-manufacturing business activity index for August was 50.3%, up by 0.2 percentage points from the previous month, remaining above the critical point and indicating continued expansion in the non-manufacturing sector [1] Group 2: Market Operations - The Shanghai Stock Exchange, Shenzhen Stock Exchange, and Beijing Stock Exchange will be closed from October 1 to October 8 for the National Day and Mid-Autumn Festival, resuming normal operations on October 9 [2] Group 3: Regulatory Changes - Several new regulations will take effect on October 1, including the "Permanent Basic Farmland Protection Red Line Management Measures," which outlines specific provisions for the designation, control, protection, and quality construction of permanent basic farmland [3] - The "Financial Infrastructure Supervision Management Measures" will also come into effect, focusing on the regulation of financial infrastructure operations, risk management, and corporate governance [3] Group 4: Industry Events - The Hefei International New Energy Vehicle Conference will take place from September 29 to October 5, featuring a series of events focused on smart connectivity, AI technology, chips, and supply chains in the new energy vehicle sector [5] Group 5: Market Developments - Over 400 billion yuan worth of restricted shares will be unlocked in the upcoming week, with 36 companies set to release a total of 4.882 billion shares, amounting to approximately 400.81 billion yuan based on the latest closing prices [7] - The top three companies by market value of unlocked shares are Ningbo Port (13.202 billion yuan), Wankai New Materials (4.665 billion yuan), and Jiao Cheng Ultrasonic (4.374 billion yuan) [8] Group 6: New Stock Opportunities - One new stock, Daoshengtianhe, will be available for subscription starting September 29, with a subscription price of 5.98 yuan per share [11]
下周关注丨9月PMI数据将公布,这些投资机会最靠谱
Di Yi Cai Jing·2025-09-28 00:41