智通财经网·2025-11-03 00:43Group 1 - The Ministry of Commerce responds to ASML-related issues, indicating that China will consider exemptions for eligible exports due to disruptions in the global supply chain caused by inappropriate government interventions [1] - The China Securities Regulatory Commission has released guidelines for public fund performance benchmarks, aiming to prevent style drift and enhance investment behavior stability [2] - The Ministry of Finance and the State Taxation Administration clarified that taxpayers selling standard gold outside exchanges must pay value-added tax according to existing regulations [3] Group 2 - In October, new energy vehicle companies reported strong delivery numbers, with Leap Motor exceeding 70,000 units, Xiaopeng and NIO setting monthly delivery records, and Xiaomi maintaining over 40,000 units [4] - The solid-state battery technology industry conference was held, emphasizing the importance of demand and corporate profitability for market sustainability [5] - Citic Securities identified structural opportunities in the market, focusing on manufacturing upgrades, Chinese enterprises going abroad, and edge AI [7] - Everbright Securities suggested that the market may continue to experience range-bound fluctuations, with a focus on opportunities in media and computer sectors related to AI applications [9] Group 3 - China has achieved its first thorium-uranium nuclear fuel conversion based on molten salt reactors, which could enhance energy independence and has broad market prospects [10] - The introduction of a new payment channel for high-value innovative drugs in 2025 is expected to create significant investment opportunities in the pharmaceutical sector [11] - The president of the China Animal Husbandry Association emphasized the need to control pig production capacity, predicting a year-on-year decline in pig prices by 2025 [12]