早新闻 | 上调A股至“超配”，国际巨头发声

Group 1: Market Regulation and Competition - The State Administration for Market Regulation held its fifth enterprise fair competition symposium in 2025, focusing on promoting fair competition and optimizing the business environment, engaging with foreign companies like Samsung and BMW [1] - The administration emphasized strengthening antitrust enforcement and fair competition reviews to eliminate barriers to a unified national market [1] Group 2: Intelligent Manufacturing - The 2025 World Intelligent Manufacturing Conference was held in Nanjing, where it was reported that over 7,000 advanced and 500 excellent smart factories have been established nationwide, with the total scale of the intelligent manufacturing industry exceeding 4.5 trillion yuan [2] - The Ministry of Industry and Information Technology plans to focus on intelligent manufacturing as a key direction for building a strong manufacturing nation [2] Group 3: Human Resources Development - China has established 36 national talent markets and 29 national industrial parks, enhancing the human resources service industry and creating a service system focused on employment and talent allocation [3] Group 4: 3D Printing Industry - A collaboration between Tuo Zhu Technology and Haina Technology aims to build the world's largest 3D printing factory in Shenzhen, with plans to deploy 15,000 Tuo Zhu 3D printers by Q1 2026 [4] Group 5: Nuclear Fusion Technology - A nuclear fusion technology exhibition in Beijing featured 17 companies showcasing advancements in nuclear fusion devices and components [5] Group 6: Renewable Energy Projects - The "Shagehuang" clean energy base project in Qinghai, with a total investment of nearly 73 billion yuan, has commenced construction, featuring a total power scale of 19.44 million kilowatts, with 86.4% from renewable sources [6] Group 7: Stock Market Outlook - JPMorgan has upgraded its rating for A-shares to "overweight," citing a higher probability of significant gains in the Chinese stock market next year due to multiple positive incremental drivers [7] Group 8: Company News - Various companies reported significant developments, including Anhui Construction winning projects worth 2.603 billion yuan, and Li'anlong planning a 50 million yuan investment for a 25% stake in Stofor [8]