A股特别提示（10-10）：商务部实施稀土物项及技术出口管制，投资者需关注这些领域个股的内需与出口

Group 1 - China's Ministry of Commerce announced export controls on certain rare earth items and technologies, adding 14 foreign entities to the unreliable entity list [1] - The Ministry of Industry and Information Technology adjusted the technical requirements for the purchase tax exemption for new energy vehicles, increasing the pure electric range for plug-in hybrid vehicles from 43 km to no less than 100 km [1] - During the recent holiday period, domestic travel spending reached 809 billion CNY, an increase of 1.08 billion CNY compared to the same period last year, with daily sales in consumer-related industries growing by 4.5% year-on-year [1] Group 2 - The National Development and Reform Commission and the State Administration for Market Regulation issued measures to address disorderly competition in certain industries, emphasizing the need for fair competition [2] - In the first eight months of this year, the value added of small and medium-sized industrial enterprises in China grew by 7.6%, outpacing large enterprises by 3.3 percentage points [2] - The export index for small and medium-sized enterprises was at 51.9% in August, indicating continuous expansion for 17 months [2] Group 3 - On the first trading day after the holiday, A-shares saw significant gains, with the Shanghai Composite Index closing up 1.32% at 3933.97 points, marking a ten-year high [2] - The Hong Kong Hang Seng Index fell by 0.29%, while the Hang Seng Technology Index dropped by 0.66% [2] - Southbound funds recorded a net purchase of 3.043 billion HKD, with notable buying in Kuaishou and selling in SMIC [2] Group 4 - In September, the stock ETF market attracted over 110 billion CNY in net inflows, with significant investments in ETFs tracking Hong Kong and A-share indices [3] - The Shanghai Stock Exchange is set to optimize online issuance of ETFs to support high-quality index investment and reduce market operation costs [3] - Private equity firms are optimistic about the market's continuation but caution investors about balancing defensive and offensive strategies [3] Group 5 - Two new stocks in Hong Kong saw significant price increases in the dark market, with one stock rising by 880% before settling at a 472% increase [4] - HSBC and Hang Seng Bank announced plans to privatize Hang Seng Bank at a price of 155 HKD per share, potentially costing over 100 billion HKD [4] Group 6 - The National Healthcare Security Administration is selecting provinces to pilot a payment reform for traditional Chinese medicine, aiming for nationwide implementation in 2-3 years [4] - In September, the sales of China's top 100 real estate companies increased by 11.9% month-on-month, with a total sales amount of 252.78 billion CNY [4] - The real estate market during the recent holiday period showed a mixed performance, with core cities maintaining high interest in quality projects [4] Group 7 - The U.S. stock market experienced slight declines, with the Dow Jones down 0.52% and the S&P 500 down 0.28% [6] - European stock indices showed mixed results, with the German DAX up 0.06% while the French CAC40 and the UK FTSE 100 fell [6] - Japanese brokerages raised their year-end targets for the Nikkei 225 index, anticipating large-scale stimulus measures [6] Group 8 - U.S. Treasury yields rose across the board, with the 10-year yield reaching 4.721% [8] - Crude oil prices fell, with WTI down 1.65% and Brent down 1.54%, influenced by geopolitical developments in the Middle East [8] - The onshore RMB closed at 7.1246 against the USD, a decrease of 60 basis points from the previous trading day [8]