Key Points - The People's Bank of China will announce the latest 1-year and 5-year LPR values on October 20 [1][19] - The National Bureau of Statistics will release macroeconomic data for the third quarter and September on the same day [2][17] - A video call took place between Chinese and U.S. economic leaders, discussing important issues in bilateral economic relations and agreeing to hold new trade consultations soon [4] - The central government has allocated 500 billion yuan to local governments to strengthen fiscal capacity and support economic recovery [4] - The Ministry of Finance announced a VAT policy adjustment for offshore wind power, effective from November 1, 2025, to December 31, 2027, allowing a 50% VAT refund [5] - The Shanghai Stock Exchange reported improved market resilience during the 14th Five-Year Plan, with a 15.9% annualized volatility and an average dividend yield of nearly 2.5% [7] - The Shanghai Stock Exchange aims to enhance the quality of listed companies and attract long-term capital, aligning with national strategies [8] - UBS Wealth Management upgraded its global stock rating to "attractive," citing stronger-than-expected economic growth and easing tariff pressures [9] - A report indicated that the user base for generative AI in China reached 515 million by June 2025, doubling in six months [11] - The domestic market for battery recycling is expected to exceed 100 billion yuan by 2030, with a projected recycling volume of over 300,000 tons in 2024 [12] - Gold prices have significantly declined, with analysts suggesting a greater likelihood of further decreases in the future [13] - Cambricon reported a 2386.38% year-on-year revenue growth for the first three quarters of 2025, driven by market expansion and AI application support [14] - This week, 54 stocks will be unlocked, with a total market value of 71.709 billion yuan, including significant unlocks from Huibo Yuntong and Hengshuai [16] - Citic Securities expects short-term market disturbances from U.S.-China relations to be limited, while Huatai Securities suggests a shift towards defensive sectors [21][22]