买黄金要征税了！两部门发文明确；安世中国回应荷方晶圆断供｜周末要闻速递

Group 1 - The State Council is focusing on deepening reforms in key areas and expanding institutional openness, aiming to enhance the level of market openness and optimize service market access rules [1] - The meeting emphasizes prioritizing the layout of new fields and scenarios that align with industrial development and major technological breakthroughs [1] Group 2 - Five departments have launched an action plan to enhance smart city development and promote comprehensive digital transformation, which includes a digital monitoring and early warning system [2] - The plan aims to improve urban safety resilience and governance efficiency through systematic planning based on digital technologies [2] Group 3 - The Ministry of Finance and the State Taxation Administration announced a tax exemption policy for standard gold transactions through specific exchanges, effective from November 1, 2025, to December 31, 2027 [3] - The policy stipulates that transactions without physical delivery will be exempt from VAT, while those with delivery will follow existing VAT regulations [3] Group 4 - The Ministry of Commerce responded to concerns regarding Nexperia Semiconductor, indicating that China will consider the actual circumstances of companies and may exempt eligible exports [4] - The response highlights the impact of Dutch government interference on global supply chains [4] Group 5 - Nexperia China announced that it has sufficient inventory to meet customer orders despite the Dutch company's decision to stop supplying wafers to its Dongguan factory starting October 26, 2025 [5] - The company refuted claims made by Nexperia regarding contract payment conditions, labeling them as unfounded [5] Group 6 - The Financial Regulatory Authority is seeking public opinion on a draft regulation for asset management trust management, which prohibits trust companies from promising capital protection or minimum returns [6] - The draft aims to regulate trust products and prevent illegal activities through trust structures [6] Group 7 - The China Securities Regulatory Commission is soliciting opinions on a draft guideline for public offering fund performance benchmarks, aimed at standardizing the selection and use of performance benchmarks [7][8] - The guideline is part of efforts to enhance the quality of public funds and protect investors' rights [7][8] Group 8 - The Shanghai and Shenzhen Stock Exchanges are expanding the "Southbound ETF Connect" list, increasing the number of ETFs from 17 to 23 starting November 10 [9] - The total number of products under the "ETF Connect" will rise from 265 to 271 [9] Group 9 - Shanghai Stock Exchange reported a year-on-year increase in net profit and net profit after deducting non-recurring gains and losses for listed companies in Q3, with growth rates of 11.4% and 14.6% respectively [10] - The report indicates a significant increase in merger and acquisition activities since the introduction of the "Science and Technology Innovation Board" [10] Group 10 - Berkshire Hathaway reported a Q3 net profit of $30.796 billion, up from $26.251 billion year-on-year, with total revenue reaching $94.972 billion [11] - The company's cash reserves hit a record high of $381.67 billion as of September 30 [11]