川财证券：研究所晨报-20241016

Core Insights - The report emphasizes the need for increased counter-cyclical adjustments to promote economic development and mitigate local debt risks [4][8][10] - It highlights the support for stabilizing the real estate market through various measures, including the issuance of special bonds and adjustments to tax policies [4][8][10] - The report suggests that the overall economic environment is expected to improve with coordinated efforts from various departments [4][8][10] Market Highlights - The report notes a decline in the three major indices with a total market turnover of 16,515 billion [3][5] - It mentions that the Federal Reserve's cautious stance on future interest rate cuts has increased the probability of a 25 basis point cut in November [3][5] - The report advises focusing on sectors such as military industry, gold, and computing power due to rising risk aversion in the market [3][5] Industry Research - The report discusses the adjustment of peak and valley electricity pricing policies in Heilongjiang Province, which is expected to enhance the profitability of energy storage facilities [7] - It mentions the ambitious goal of Guangdong Province to reach a commercial aerospace industry scale of 300 billion by 2026, reflecting the rapid growth of the global commercial aerospace sector [7] - The report highlights the increase in R&D funding in Sichuan Province, which reached 135.78 billion, marking an 11.8% increase from the previous year [7]