川财证券：研究所晨报-20241008

Group 1 - The report highlights that the Chinese government is taking effective measures to stabilize the real estate market and ensure housing delivery [2][5] - The People's Bank of China (PBOC) has announced a reduction in the reserve requirement ratio by 0.5 percentage points, which is expected to release approximately 1 trillion yuan in long-term liquidity to support credit growth [4][10] - The average reduction in existing mortgage rates is about 0.5 percentage points, aimed at alleviating the financial burden on homeowners and boosting market confidence [4][10] Group 2 - The report indicates that the U.S. labor market showed strong performance in September, with non-farm payrolls increasing by 254,000, exceeding market expectations [3][8] - The report suggests focusing on sectors such as autonomous driving, non-bank financials, and electronics for potential investment opportunities [3][8] - The Chongqing region has seen significant growth in the intelligent connected new energy vehicle sector, with production value reaching 466.83 billion yuan, contributing 75.1% to the city's industrial output growth [8]