开盘:三大指数小幅低开 海南自贸区板块跌幅居前
Sou Hu Cai Jing·2025-11-13 01:40

Market Overview - The three major indices opened lower, with the Shanghai Composite Index at 3996.51 points, down 0.09%, the Shenzhen Component Index at 13228.50 points, down 0.09%, and the ChiNext Index at 3119.09 points, down 0.09% [1] Economic and Policy Developments - China's Vice Premier He Lifeng emphasized the broad cooperation space in the economic and trade fields between China and the U.S., urging both sides to work together to maintain and implement the important consensus reached during the recent summit [2] - The National Energy Administration released guidelines to promote the integrated development of new energy, focusing on the synergy between new energy and emerging industries [2] - The China Photovoltaic Industry Association refuted rumors regarding the collapse of a polysilicon storage platform, stating that such information is false and aims to undermine the photovoltaic industry [2] Industry Updates - The gold market continues to heat up, with domestic brand gold jewelry prices experiencing significant increases, surpassing 1300 yuan per gram, with some brands exceeding 1310 yuan per gram, marking new price highs [2] - Major storage companies, including Samsung, SK Hynix, Kioxia, and Micron, have reduced NAND flash memory supply in the second half of the year and are planning to push for price increases [3] Corporate Announcements - Luckin Coffee has not set a specific timeline for its return to the U.S. main board, focusing on development as its primary task [4] - North China Pharmaceutical announced that its chairman has been arrested on criminal charges [5] - BeiGene reported a net profit of 1.139 billion yuan for the first three quarters, marking a turnaround from losses [5] - Century Huatong plans to repurchase shares worth between 500 million to 1 billion yuan for capital reduction [5] - Jiangbolong's second-largest shareholder completed a share reduction plan, selling 4.1915 million shares [5] - Haibo Sichuang signed a strategic cooperation agreement with CATL to procure a total of no less than 200 GWh of electricity from 2026 to 2028 [5] Market Sentiment and Analysis - Financial analysts noted that the A-share market is in a phase of style rebalancing, with funds switching between high and low sectors, leading to a lack of sustained momentum in any particular direction [8] - Dongguan Securities highlighted that the market is at a critical point of style switching, with policy support and liquidity easing providing a foundation for market performance [8]