Group 1 - The Hong Kong stock market opened slightly higher on October 2, with the Hang Seng Index at 26,918 points, up 62 points, a 0.23% increase, and the Hang Seng Tech Index at 6,483 points, up 17 points, a 0.27% increase [2] - Contemporary Amperex Technology Co., Limited (CATL) opened nearly 5% higher, with its stock price surpassing 600 HKD. The premium of CATL's H-shares over its A-shares reached 36.63% as of the latest opening [3] - According to Pacific Securities, CATL's revenue for the first half of 2025 is projected to be 178.886 billion RMB, a 7.27% year-on-year increase, with net profit attributable to shareholders at 30.485 billion RMB, a 33.33% increase, and net profit excluding non-recurring items at 27.197 billion RMB, a 35.62% increase. The company maintains a leading global market share and is experiencing steady growth in battery production [5] Group 2 - New Ming China (02699.HK) saw its stock price drop over 80%, reaching a low of 0.51 HKD, resulting in a market capitalization of less than 60 million HKD. The company reported a mid-term loss of 137 million RMB, compared to a loss of 335 million RMB in the same period last year [5] - The technology sector showed mixed performance, with Kuaishou rising over 4%, Alibaba and JD.com up over 2%, while NetEase and Bilibili fell over 2% and 1%, respectively. Gold stocks saw gains, with Zijin Mining International up over 9%, and innovative drug concepts mostly opened higher, with 3SBio up over 5% [6] - Galaxy Securities indicated that October is a critical window for policy layout, with capital market expectations stable to rising. Both A-shares and Hong Kong stocks may benefit from long-term policy layouts, concentrated industrial catalytic events, and a relatively loose liquidity environment [7]