宏信证券：每日信息速递-20241025

Key Insights - The report emphasizes the importance of multilateral cooperation among BRICS nations to enhance political security, economic collaboration, and cultural exchanges, aiming for a more equitable international order and sustainable development [2][3][4] - It highlights the commitment to multilateralism and the need for reforms in international institutions like the UN Security Council to better represent developing countries [2][3] - The report discusses the significance of digital economy development and the establishment of a comprehensive carbon emission accounting system by 2030 [6][8][10] Economic and Financial Cooperation - The report stresses the need for macroeconomic policy coordination and deeper economic cooperation to achieve strong, sustainable, and inclusive economic recovery [4][6] - It calls for reforms in the international financial architecture to make it more inclusive and fair, addressing the global debt crisis through coordinated actions among creditors [4][6] - The New Development Bank is encouraged to implement its 2022-2026 strategy and expand local currency financing [4][6] Digital Economy and Technological Innovation - The report outlines the importance of fostering a digital economy and enhancing technological innovation as key drivers for new productive forces [9][10] - It emphasizes the need for a robust digital technology innovation system to lead industrial innovation and improve overall productivity [10][11] - The establishment of a data factor market and the promotion of data-driven economic growth are highlighted as essential for enhancing productivity [11][12] Industry Developments - The report notes significant growth in the medical device industry in Beijing, projecting a total scale exceeding 50 billion yuan by 2026 [16] - It mentions the increase in new housing transactions in Shenzhen, indicating a recovery in the real estate market [17] - The report highlights the performance of various companies, such as 汇顶科技, which reported a net profit increase of 3499.3% in the third quarter [22]