央行报告释放重要信号；10月新能源汽车销量首超新车总销量一半｜南财早新闻

Group 1 - The U.S. has paused the implementation of export control penetration rules, which is seen as an important measure to fulfill the consensus reached during the China-U.S. economic talks in Kuala Lumpur. Further discussions will continue regarding arrangements after the one-year pause [1] - The People's Bank of China reported a GDP growth of 5.2% year-on-year for the first three quarters of 2025. The bank emphasized a moderately loose monetary policy to maintain ample liquidity and create a suitable financial environment for economic recovery and market stability [1] - The National Development and Reform Commission (NDRC) is focusing on the development of the service industry during the 14th Five-Year Plan period, supporting private capital to flow into high-value service sectors such as industrial design and quality certification [1][2] Group 2 - The Ministry of Commerce aims to boost consumption and expand institutional openness, while also promoting trade innovation and high-quality cooperation in the Belt and Road Initiative [2] - The Ministry of Industry and Information Technology has issued a notice to accelerate the systematic layout and high-level construction of manufacturing pilot platforms, addressing key issues in platform development [2] - The China Association of Automobile Manufacturers reported that from January to October, the production and sales of new energy vehicles continued to grow significantly, with October sales surpassing 50% of total new car sales for the first time [2] Group 3 - The State Administration for Market Regulation conducted a special inspection of food sold online during the "Double Eleven" shopping season, completing 3,347 batch tests [3] - The NDRC has actively supported qualified private investment projects to issue infrastructure REITs, with 14 projects already listed, raising nearly 30 billion yuan [3] - As of November 11, net inflows of southbound funds into the Hong Kong stock market reached 1.3 trillion HKD this year, 1.6 times the total net purchases for the previous year [3] Group 4 - The A-share market experienced fluctuations, with the Shanghai Composite Index down 0.39%, the Shenzhen Component Index down 1.03%, and the ChiNext Index down 1.4%. The consumer sector showed activity, particularly in food and beverage stocks [4] - By the end of October 2025, 507 companies in the Shenzhen market had declared or implemented mid-term dividends, totaling 129.11 billion yuan, a significant increase compared to the same period last year [5] Group 5 - Huawei's patent licensing revenue is projected to be approximately 630 million USD in 2024, with the total number of new patents reaching a historical high of 37,000 [5] - SoftBank sold all its shares in NVIDIA, totaling approximately 32.1 million shares, valued at about 5.83 billion USD (approximately 41.5 billion yuan) [6]