A股盘前播报 | 多部门部署！电动汽车充电设施迎利好；美股核电概念集体暴涨

Industry Developments - The National Development and Reform Commission and other departments plan to establish 28 million charging facilities nationwide by the end of 2027, including 40,000 ultra-fast charging guns at highway service areas [1] - The U.S. Army is set to deploy micro nuclear reactors with a capacity of less than 20 megawatts to address energy challenges at military bases, leading to a surge in U.S. nuclear power stocks, with NuScale Power rising over 16% [2] - In the first three quarters, the total social financing (社融) exceeded 30 trillion yuan, with a notable increase in M1 growth, indicating improved corporate activity and consumer demand [3] Macroeconomic Insights - The latest Federal Reserve Beige Book indicates a slight decline in overall consumer spending in the U.S., with a stable labor market but low demand, suggesting potential support for further interest rate cuts [4] Market Trends - Apple has launched its fifth-generation self-developed M-series chip, M5, across three devices, which is expected to drive innovation in the AI era and positively impact the supply chain [9] - BlackRock and NVIDIA are collaborating on a $40 billion acquisition of a data center operator, highlighting opportunities in data center hardware amid the AIDC trend [10] - Global electric vehicle sales reached a record high in September, with strong demand in the Chinese market, emphasizing the importance of intelligent capabilities in automotive competition [11] Company Announcements - Zhongke Shuguang reported a 24.05% year-on-year increase in net profit for the first three quarters [12] - Haiguang Information's net profit grew by 13.04% year-on-year in Q3 [14] - Guanghua Technology saw a remarkable 1233.7% year-on-year increase in net profit for the first three quarters [14] - Sanlian Forging announced plans to reduce its stake by up to 3% [14] - Shuhua Sports' controlling shareholder intends to reduce their stake by up to 3% [14] - Yilian Network projected a 3%-8% year-on-year decline in net profit for the first three quarters [14]