台风“麦德姆”预计5日登陆我国沿海；美政府停摆持续｜南财早新闻

Macro Economy - The National Healthcare Security Administration reported that there are over 230 types of anti-cancer drugs in the current national medical insurance catalog, covering more than 20 common cancers such as lung cancer, breast cancer, and stomach cancer [4] - The Ministry of Emergency Management announced a nationwide crackdown on illegal mining activities, deploying efforts to inspect and seal off abandoned mines [4] - As of October 3, the total box office for the 2025 National Day holiday film season has exceeded 900 million yuan, including pre-sales [5] - The Ministry of Finance disclosed that over 3.8 trillion yuan of new local government bonds have been issued in the first eight months of this year [6] - The Ministry of Natural Resources reported that the "Jiaolong" manned submersible successfully completed over ten manned deep dives in the Arctic Ocean during the first segment of the 92nd ocean expedition [6] - According to the China Passenger Car Association, in August 2025, the local sales of Chinese self-owned car brands in overseas markets reached 286,000 units, a year-on-year increase of 16% [6] Investment News - Major offshore stock indices related to China, including the MSCI China Index, continued to rise during the National Day holiday, reaching multi-year highs on October 2, with Wall Street financial institutions indicating that emerging markets may provide more economic growth momentum as the Federal Reserve begins a rate-cutting cycle [9] - On October 3, the Hong Kong Hang Seng Index fell by 0.54%, while the Hang Seng Tech Index dropped by 0.9%. Notable declines were seen in the new energy vehicle sector, with BYD down 3.95% and Li Auto down 2.35% [9] - According to Morgan Stanley's latest report, foreign capital inflow into the Chinese stock market rebounded to 4.6 billion USD (approximately 32.7 billion yuan) in September, marking the highest monthly inflow since November 2024 [9] - Multiple public funds have released strategies for the fourth quarter of 2025, expressing optimism about the A-share and Hong Kong stock markets, anticipating a continued upward trend supported by policy measures [10] Company Movements - Xiaomi responded to a viral video of a car allegedly driving itself, stating that the vehicle's backend data and operation logs matched, ruling out quality issues [12] - Hesai Technology announced that it has officially produced its 1 millionth lidar unit by the end of September 2025, becoming the first company globally to achieve an annual production of over one million lidar units [13] - OpenAI addressed recent harassment claims from Elon Musk, asserting that it does not require or desire anyone's trade secrets and will protect its employees from intimidation [13]