博时市场点评10月23日：两市翻红上涨，成交继续缩量

Market Overview - The three major indices in the A-share market rose, with the coal sector leading the gains. The total trading volume decreased to 1.66 trillion yuan, and the margin financing balance increased by 8.1 billion yuan from the previous day [1][4]. Economic Indicators - In the first three quarters of this year, China's foreign exchange receipts and payments totaled 11.6 trillion USD, a historical high for the same period. The net inflow of cross-border funds was 119.7 billion USD, and the bank's foreign exchange settlement surplus was 63.2 billion USD, both exceeding the levels of the previous year [2]. - The industrial added value of large-scale enterprises in China grew by 6.2% year-on-year in the first three quarters. The added value of the equipment manufacturing industry increased by 9.7%, accounting for 35.9% of the total industrial output, marking 31 consecutive months above 30% [2]. Policy Developments - Shenzhen has introduced an action plan to promote high-quality development of mergers and acquisitions, aiming to complete over 200 projects with a total transaction value exceeding 100 billion yuan by the end of 2027. The plan emphasizes support for strategic emerging industries and future industries [3]. Sector Performance - The coal, oil and petrochemical, and social services sectors showed the highest gains, increasing by 1.75%, 1.52%, and 1.07% respectively. In contrast, the communication, real estate, and construction materials sectors experienced declines of 1.51%, 0.99%, and 0.91% respectively [4].