2 1 Shi Ji Jing Ji Bao Dao·2025-10-12 11:27Group 1: Trade Relations and Tariffs - The U.S. announced a 100% tariff on Chinese exports related to rare earths and key software, prompting a response from China's Ministry of Commerce, which emphasized that high tariffs are not the correct approach for bilateral relations [1] - China reiterated its unwillingness to engage in a trade war but stated it would take necessary measures to protect its legitimate rights if the U.S. persists in its actions [1] Group 2: Shipping and Port Fees - The Ministry of Transport of China announced that starting from October 14, 2025, special port fees will be charged for U.S.-owned or operated vessels, including those with significant U.S. ownership [2] Group 3: Market Regulation and Antitrust - Qualcomm is under investigation by China's State Administration for Market Regulation for allegedly violating the Anti-Monopoly Law, particularly concerning its acquisition of Autotalks without proper notification [3] - The investigation follows Qualcomm's failure to comply with notification requirements after being advised to do so, leading to a formal inquiry into its business practices [3] Group 4: Industry Responses to U.S. Measures - China's Ministry of Commerce announced countermeasures against U.S. restrictions on the shipbuilding industry, framing these actions as necessary for maintaining fair competition in international shipping and shipbuilding markets [4] Group 5: Infrastructure and Technology Development - The Ministry of Industry and Information Technology, along with six other departments, issued a plan to enhance new information infrastructure and promote the integration of computing power with industry applications from 2025 to 2028 [5] Group 6: Financial Adjustments in the Market - The margin financing and securities lending rates for SMIC and Beken Technology have been adjusted back to 70% and 50%, respectively, after previously being set to zero due to high static P/E ratios [6] - Wentech Technology announced that its control over Anshi Semiconductor is temporarily limited due to a ministerial order from the Dutch government, affecting operational efficiency but not economic rights [7] Group 7: Shareholder Actions - China Unicom plans to reduce its shareholding by up to 1.20% through various trading methods, aiming to optimize its capital structure while maintaining a positive outlook on the company's future [8] - CATL has repurchased 15.99 million shares for a total of RMB 4.386 billion, representing 0.3629% of its total A-share capital [9] Group 8: Commodity Pricing - Northern Rare Earth announced that the trading price for rare earth concentrate for Q4 2025 will be adjusted to RMB 26,205 per ton, reflecting a 37.13% increase from the previous quarter [10]