MSCI中国指数调整即将生效……盘前重要消息还有这些
Zheng Quan Shi Bao·2025-11-24 00:32

Group 1: MSCI Index Adjustment - MSCI announced the results of the index review for November 2025, with adjustments effective after the market close on November 24, 2025, including the addition of 26 Chinese stocks and the removal of 20 stocks [1] Group 2: Personal Pension Products - The Ministry of Finance and the People's Bank of China announced that electronic savings bonds will be included in the personal pension product range to support the development of a multi-tiered pension insurance system [2] Group 3: Hard Technology Funds - Sixteen hard technology-themed funds were approved on the same day, including seven AI ETFs, three chip ETFs, four chip design ETFs, and two actively managed technology funds, involving multiple fund management companies [3] Group 4: Solid-State Battery Production - The first large-capacity all-solid-state battery production line in China has been completed, capable of mass production of automotive-grade solid-state batteries with energy density nearly double that of existing batteries, aiming for small batch vehicle testing by 2026 [4] Group 5: Upcoming Financial Reports - Alibaba and Meituan are set to release their financial reports on November 25 and November 28, respectively, along with reports from leading electric vehicle companies Li Auto and NIO [5] Group 6: Huawei Product Launch - Huawei will hold a product launch event on November 25, introducing the Mate 80 series and other new products, potentially featuring the new Kirin 9030 chip [6] Group 7: Federal Reserve Economic Report - The Federal Reserve will release its Beige Book this week, with expectations of interest rate decisions from the New Zealand and South Korean central banks, and the European Central Bank will publish the minutes from its October monetary policy meeting [7] Group 8: Company Announcements - Shanshi Network Technology expects to achieve large-scale sales of its new generation security products equipped with ASIC chips by Q1 2026 [9] - Zhongjin Lingnan plans to acquire a 6.7784% stake in Zhongjin Copper and a 10.3333% stake in Zhongjin Rongsheng for a total of 742 million yuan [10] - Jinfeng Technology is planning to acquire at least 51% of Guangdong Lanyuan Technology to enhance its growth and profitability [11] - Nenghui Technology signed a contract for a new energy power battery assembly with an estimated total price of 100 million yuan [12] - JinkoSolar announced the mass production of its Tiger Neo 3.0 module, achieving a production efficiency of over 24.8% and a total order of 15GW [13] - Qingmu Technology's subsidiary plans to acquire control of Vitalis to strengthen its position in the health supplement market [15] - Jiahua Technology is planning to acquire a controlling stake in Shudun Technology, with stock suspension starting November 24, 2025 [16] Group 9: Market Insights - According to Zhao Shang Securities, the market remains cautious due to weak trading signals and mixed fundamental indicators, maintaining a wait-and-see approach [19] - CITIC Securities notes the market is in a "three-phase overlap" and suggests waiting for key economic meetings in December before making significant moves [20]