智通财经网·2025-10-15 00:23Macro - The Chinese government aims to enhance domestic demand and strengthen the domestic circulation by implementing counter-cyclical adjustments and utilizing policy resources effectively [1] - The People's Bank of China is conducting a 600 billion yuan reverse repurchase operation to stabilize the market, indicating a continued moderate monetary policy stance [3] - Federal Reserve Chairman Jerome Powell suggests that the quantitative tightening (QT) plan may soon come to an end due to tightening liquidity conditions in the financial system [4] Industry - Shanghai has issued an action plan for the high-quality development of the intelligent terminal industry, focusing on accelerating AI integration across various sectors and enhancing the scale of intelligent computing server terminals [2] - The Robotaxi market in China is projected to reach 83.1 billion yuan by 2030, driven by the growth of shared mobility services [8] - Domestic manufacturers have made significant advancements in computing chips, achieving performance levels over 1000 times that of top-tier GPUs, signaling positive prospects for China's AI and computing industry [9] - The production of power and other batteries in China reached 151.2 GWh in September, marking a year-on-year increase of 35.4%, indicating strong growth in the lithium battery sector [10] Company - Shenghe Resources expects a net profit increase of 696.82% to 782.96% year-on-year for the first three quarters [11] - Shandong Gold anticipates a net profit increase of 83.9% to 98.5% year-on-year for the first three quarters [13] - Xinda Co. forecasts a staggering net profit increase of 2807.87% to 3211.74% year-on-year for the first three quarters [13] - Chongqing Steel is expected to report a loss of 210 million to 230 million yuan for the first three quarters [13] - China Metallurgical Group's new contract signing amount for the first three quarters is 760.67 billion yuan, a year-on-year decrease of 14.7% [13]