2025金融街论坛年会开幕；中国10月制造业PMI将公布丨一周前瞻

Group 1 - The core viewpoint of the news is the upcoming economic data releases and events in both domestic and international markets, including China's industrial profits and manufacturing PMI, as well as key interest rate decisions from major central banks [1][2][3] Group 2 - China will release the profits of industrial enterprises above designated size for September and the official manufacturing PMI for October [1][2] - The U.S. will announce the core PCE price index for September and the Dallas Fed business activity index for October [2][3] - The European Central Bank, Bank of Japan, and the Federal Reserve will hold meetings to discuss interest rate decisions [1][2][3] Group 3 - The U.S. and China held economic consultations in Malaysia, focusing on trade issues and mutual concerns, with both sides agreeing to maintain communication and cooperation [6][7][8] - The Chinese government emphasized the importance of high-quality financial services to support the real economy, with a focus on technology innovation and small enterprises [9] - The latest report on state-owned assets revealed that by the end of 2024, the total assets of state-owned enterprises (excluding financial enterprises) will reach 401.7 trillion yuan [10] Group 4 - In the semiconductor industry, there are reports of some memory wafer manufacturers pausing product quotes, which is impacting the domestic supply chain [12] - The housing market in Hangzhou is seeing stimulus activities, where buyers can receive consumption vouchers upon purchasing homes [13][14] Group 5 - The stock market is expected to see new IPOs, with two new stocks scheduled for subscription on the Shanghai Stock Exchange [16][17] - Analysts suggest that the long-term trend of a slow bull market in A-shares may continue, driven by improving profit expectations and positive policies [19][20] - Key sectors to watch include TMT, advanced manufacturing, and consumer industries [19][21]