Company Insights - Apple announced a significant reduction in the App Store commission rate from 30% to 15% for certain app developers who join the new "Mini Program Partner Program," which is expected to attract more developers into Apple's payment ecosystem and enhance revenue for the company [2] - Semiconductor company SMIC reported a record high revenue for Q3, with a gross margin and revenue growth exceeding management's guidance, indicating a recovery in the semiconductor industry and a clear trend towards domestic substitution in the foundry sector [9] - Licheng Group's subsidiary secured a project with an estimated sales value of approximately 1.135 billion yuan, showcasing the company's growth potential in project acquisition [14] - Anhui Construction's subsidiary won a bid for a project worth 1.753 billion yuan, reflecting the company's competitive position in the construction sector [14] Industry Trends - The communication industry is experiencing a period of technological iteration and policy benefits, with over 300 key technology reserves formed from the first phase of 6G technology trials, indicating potential opportunities for companies involved in AI, quantum communication, and low-altitude economy [10] - The global oil price surge since 2022 has led to a recovery in capital expenditures among major oil companies, with expectations for continued growth in capital spending, which will benefit the oil service equipment industry [11]
A股盘前播报 | 美联储降息预期骤降 美股全线下挫 苹果推出小程序合作伙伴计划
智通财经网·2025-11-14 00:37