Group 1: Economic Indicators - The October PMI data will be released on October 31, with the manufacturing PMI for September reported at 49.8%, an increase of 0.4 percentage points from the previous month, indicating continued improvement in manufacturing activity [2] - The non-manufacturing business activity index stands at 50.0%, a decrease of 0.3 percentage points from the previous month, suggesting overall stability in non-manufacturing business volume [2] - The composite PMI output index is at 50.6%, up 0.1 percentage points from the previous month, indicating a continued acceleration in production and business activities [2] Group 2: Financial Events - The 2025 Financial Street Forum will take place from October 27 to 30 in Beijing, focusing on "Innovation, Transformation, and Reshaping Global Financial Development" with a framework of main and parallel forums, and a financial technology conference [3] - A "Super Central Bank Week" is approaching, with major central banks including the Federal Reserve, European Central Bank, and Bank of Japan set to announce interest rate decisions on October 30 [5] - The Federal Reserve is expected to lower the federal funds rate by 25 basis points to a range of 3.75%-4% during its meeting on October 28-29 [5] Group 3: Corporate Financial Reports - The disclosure of third-quarter reports for A-share listed companies will conclude next week, with 4,347 companies scheduled to report between October 27 and 31 [6] - As of October 25, 1,087 A-share companies have disclosed their third-quarter reports, with 647 companies reporting a year-on-year net profit increase, accounting for approximately 59.52% [6] Group 4: Stock Market Developments - Over the next week, 41 stocks will have their lock-up shares released, with a total market value of 487.62 billion yuan based on the latest closing prices [7] - The top three companies by lock-up share value are Xiamen Bank (9.014 billion yuan), Arrow Home (5.146 billion yuan), and Weicai Technology (4.048 billion yuan) [7] Group 5: New Stock Opportunities - Three new stocks are set to be issued next week, including Fengbei Biological on October 27, Delijia on October 28, and Zhongcheng Consulting on October 28, with an issue price of 14.27 yuan per share [12]
下周关注丨全球“超级央行周”即将来袭,这些投资机会最靠谱
Di Yi Cai Jing·2025-10-26 01:25