上证早知道｜央行 大消息；事关制造业中试平台建设 重要文件发布；新能源汽车行业 创新纪录

Monetary Policy and Economic Outlook - The People's Bank of China released the monetary policy execution report for Q3 2025, indicating that the domestic economic recovery needs further consolidation. The central bank plans to deepen financial reforms and enhance high-level opening-up, aiming to build a robust monetary policy system and a comprehensive macro-prudential management framework [1][2]. Manufacturing and Infrastructure Development - The Ministry of Industry and Information Technology issued a notice to accelerate the systematic layout and high-level construction of manufacturing pilot platforms, targeting the establishment of a modern pilot platform system by the end of 2027 [1][3]. - The National Development and Reform Commission announced that the infrastructure real estate investment trusts (REITs) will enter a normalized issuance phase in 2024, with 105 projects recommended to the China Securities Regulatory Commission, totaling 207 billion yuan in funds, expected to drive over 1 trillion yuan in new project investments [3]. New Energy Vehicle Industry - The Chinese automotive industry reported record growth in the new energy vehicle sector, with October 2025 seeing monthly new car sales of new energy vehicles surpassing 50% of total new car sales for the first time [1][3]. Chemical Industry Insights - Seven chemical-themed funds have been reported since Q3, with a focus on the chemical sector's supply-side changes, including stricter approvals for new capacities. The industry is expected to see a recovery in profitability and valuation [11]. Battery and Renewable Energy Sector - The 12th China (Suzhou) Battery New Energy Industry International Summit highlighted China's competitive advantage in the lithium battery sector, with over 90% of global shipments in energy storage lithium batteries. Future demand for lithium batteries is expected to grow, particularly in energy storage applications [7]. Pharmaceutical Logistics Development - Shanghai's new guidelines aim to enhance the development of modern pharmaceutical logistics, promoting the establishment of a high-efficiency and professional logistics system to ensure drug supply and quality [6].