财经早报：维护资本市场稳定！央行会议最新信号，有色金属行业稳增长工作方案发布丨2025年9月29日

Group 1 - The National Development and Reform Commission held a meeting to gather suggestions from private enterprises on expanding effective investment during the 14th Five-Year Plan period [2] - Enterprises emphasized the importance of innovation, optimizing technology platforms, improving financing mechanisms, and enhancing intellectual property protection to seize opportunities in AI development [2] - Companies expressed their commitment to participate in major national projects and expand effective investment in new technologies and industries [2] Group 2 - The Ministry of Industry and Information Technology, along with other departments, released a work plan for the non-ferrous metals industry aimed at addressing resource shortages and enhancing supply capabilities [3] - The plan targets an average annual growth of 5% in the added value of the non-ferrous metals industry from 2025 to 2026, with a 1.5% annual increase in the production of ten non-ferrous metals [3] - The plan also aims to boost the production of recycled metals to over 20 million tons and enhance the supply capacity of high-end products [3] Group 3 - In August, profits of large industrial enterprises showed a significant recovery, increasing by 20.4% year-on-year, reversing a previous decline [4] - The cumulative profit from January to August turned from a 1.7% decline to a 0.9% increase, indicating positive effects from macro policies and a unified national market [4] - Different scales of enterprises reported profit improvements, with notable growth in raw material manufacturing and a turnaround in consumer goods manufacturing [4] Group 4 - The People's Bank of China emphasized the need for a moderately loose monetary policy to stabilize economic growth and manage inflation [5] - The latest meeting highlighted the challenges of insufficient domestic demand and low price levels, calling for enhanced counter-cyclical adjustments [5] - The meeting suggested increasing the intensity of monetary policy regulation and improving its effectiveness based on economic conditions [5] Group 5 - A new cross-border bond repurchase business was launched to support foreign investors in the Chinese bond market, allowing them to obtain RMB liquidity [6] - The initiative aims to facilitate participation from all foreign institutions that have entered the onshore bond market [6] Group 6 - The IPO application of Moore Threads has been approved, with plans to raise 8 billion yuan [11] - The company was asked to clarify its competitive advantages and potential risks in the GPU market during the review process [11] Group 7 - The tourism market is expected to see a surge during the Mid-Autumn Festival and National Day, with deep experience becoming a mainstream trend [13] - The satellite internet construction is accelerating, with various players in the industry actively positioning themselves [13] - The lithium resource autonomy process is speeding up with the intensive establishment of lithium extraction capacity from salt lakes [13]