安世中国回应荷方晶圆断供；前三季度上市公司营收53.46万亿元｜南财早新闻

Company Developments - Ansys China issued a notice to clients stating that the claims made by Nexperia Netherlands regarding the local management's failure to comply with contract payment terms are completely unfounded and maliciously defame Ansys China's management. Ansys China asserts that it has not defaulted on any obligations; rather, Nexperia Netherlands currently owes ATGD a total of 1 billion RMB [2] - BYD reported that its new energy vehicle sales reached 3,701,852 units in the first ten months, marking a year-on-year increase of 13.88%. In October, the total installed capacity of new energy vehicle power batteries and energy storage batteries was approximately 27.362 GWh, with a cumulative total of about 230.613 GWh [6] - Seres announced that its new energy vehicle sales in October were 51,456 units, reflecting a year-on-year increase of 42.89%. The cumulative sales for the year reached 356,085 units, showing a year-on-year growth of 0.95% [6] - Betta Pharmaceuticals has reached a strategic cooperation agreement with Shengsi Bio, acquiring exclusive general agency rights for a recombinant coagulation factor product [6] - OpenAI has officially lifted the invitation code restrictions for its AI video generation tool Sora 2, making it available for download to users in the United States, Canada, Japan, and South Korea. Users can now access it directly through the Apple App Store and log in using their ChatGPT accounts [6] Industry Insights - The China Securities Association reported that as of October 31, a total of 5,446 listed companies in China's domestic stock market disclosed their Q3 2025 reports. The data shows that in the first three quarters, these companies achieved a total operating income of 53.46 trillion RMB and a net profit of 4.70 trillion RMB, representing year-on-year growth of 1.36% and 5.50%, respectively [4] - The A-share market has maintained a strong performance since October, with foreign institutional research remaining active. Companies such as Huaming Equipment, United Imaging Healthcare, Lens Technology, and others have garnered high attention from foreign investors, particularly in high-growth sectors like AI, robotics, and high-end manufacturing [4][5] - The overall trend for November is expected to remain upward, with brokerages favoring sectors such as technology and energy resources. The focus is on low-valuation sectors with profit recovery expectations, while technology growth remains a key area for investment [5]