11月10日证券之星午间消息汇总：事关并购重组！11家A股公司公告

Macro News - The State Council Information Office will hold a press conference on November 14, 2025, to discuss the national economic operation for October 2025, featuring the spokesperson from the National Bureau of Statistics [1] - The U.S. Senate has reached an agreement to end the federal government shutdown as of November 9 [2] - The probability of a 25 basis point rate cut by the Federal Reserve in December is 66.5%, with a 33.5% chance of maintaining the current rate [3] Industry News - Eleven A-share listed companies have disclosed the latest announcements regarding mergers and acquisitions from November 3 to November 9, including Ying Tang Zhi Kong, Sichuan Road and Bridge, and others [4] - The first collaborative protection mechanism for intellectual property rights in the online gaming industry has been established in Shanghai, aimed at supporting high-quality development in the gaming sector [5] - China's electricity production organization has fully transitioned from a planned to a market-based approach, marking a significant milestone in the establishment of a unified national electricity market [6] Sector Insights - CITIC Securities reports that the solid-state battery industry is accelerating, with global shipments expected to exceed 700 GWh by 2030, including over 200 GWh of all-solid-state batteries [7] - Guosheng Securities highlights the rise of silicon photonics technology, which is restructuring the investment focus of the optical module industry from backend packaging to frontend chip design and wafer manufacturing [8] - CITIC Jinpu notes that the ongoing electricity shortage in North America is driving demand for energy storage, with significant profit opportunities in downstream integration and operation segments expected to rise [8]