FII(SH:601138) Shang Hai Zheng Quan Bao·2025-11-24 23:06Key Points - Alibaba is set to announce its quarterly earnings on November 25, with a focus on capital expenditure and AI application progress [2] - The Qatar Mobile Communications Exhibition MWC25 Doha will take place on November 25-26 at the Doha Exhibition Center [2] - The 2025 Global Digital Business Conference will be held in Shanghai on November 25-26, featuring four main segments: conference forums, business transformation, diverse exhibitions, and application experiences [2] Industry Insights - As of the end of October, China's total installed power generation capacity reached 3.75 billion kilowatts, a year-on-year increase of 17.3%. Solar power capacity grew by 43.8% to 1.14 billion kilowatts, while wind power capacity increased by 21.4% to 590 million kilowatts [4] - The Shanghai Municipal Government has released measures to promote high-quality development in the pharmaceutical industry, focusing on key areas such as cell and gene therapy and brain-computer interfaces [4] - The 2025 Asian General Aviation Exhibition will be held from November 27-30 in Zhuhai, with over 300 companies from 21 countries participating, highlighting the potential of the low-altitude economy [11] Company News - Xiaomi Group's founder and CEO Lei Jun has invested over HKD 100 million to purchase 2.6 million shares at an average price of approximately HKD 38.58 per share, increasing his stake to 23.26% [13] - Industrial Fulian reported that its fourth-quarter operations are proceeding as planned, with no adjustments to profit targets [13] - Longpan Technology announced a supplementary agreement to sell 130,000 tons of lithium iron phosphate cathode materials from 2025 to 2030, with an estimated total sales amount exceeding RMB 45 billion [13] - Unigroup's 800G CPO silicon optical switch product is ready for mass production and commercial delivery, supporting high-speed interconnect needs for AI workloads [14] - Zhaojing Pharmaceutical's investigational product ZG006 has been included in the list of breakthrough therapy varieties by the National Medical Products Administration [15]