Sou Hu Cai Jing·2025-10-28 00:31Core Insights - The upcoming quarterly earnings reports will be crucial for determining the performance of heavily weighted stocks and their potential for valuation restructuring, especially as the market stands at 3900 points [2] - A conference will be held on November 4-5 in Shanghai to discuss the earnings of key stocks and analyze sector performance and growth potential in light of the "14th Five-Year Plan" [2] Company Highlights - A list of companies expected to be discussed includes major players in various sectors such as lithium battery manufacturing, renewable energy, and healthcare, indicating a focus on industries with growth potential [3][5] - Companies mentioned include EVE Energy, LONGi Green Energy, and BYD, showcasing a diverse range of sectors from technology to healthcare [3][5] Industry Focus - The conference aims to provide insights into the economic landscape and investment opportunities across different sectors, particularly in light of the recent policy expectations [2] - The emphasis on sectors like renewable energy and healthcare suggests a strategic focus on industries that align with current market trends and government policies [3][5]