Domestic Market Overview - The domestic market experienced a steady rise, with the Shanghai Composite Index closing at 3882.78 points, up 0.52%, and the Shenzhen Component Index closing at 13526.51 points, up 0.35% [1][9] - Among the 30 sectors, 19 saw gains, with non-ferrous metals, defense, and real estate leading the increases, while communication, non-bank financials, and comprehensive finance faced declines [1][9] - The total trading volume for the A-share market reached 21,972 billion yuan, showing a slight increase from the previous day [1][9] Driving Factors - The overlap of the National Day and Mid-Autumn Festival holidays injected strong vitality into the consumer market, with an estimated 2.432 billion people expected to travel during the holiday period, marking a historical high [10] - A total of 2,657 stocks rose on the same day, with 254 stocks increasing by over 5% and 63 stocks hitting the daily limit up [10] Industry News - The State Council issued a notice to implement domestic product standards in government procurement, effective from January 1, 2026, aiming to create a competitive procurement market [11][12] - The National Development and Reform Commission allocated 69 billion yuan in special bonds to support the consumption upgrade policy, completing the annual target of 300 billion yuan [13] - The China Securities Regulatory Commission held a meeting to discuss the "14th Five-Year Plan" for the capital market, emphasizing the need for reforms in various areas including issuance, refinancing, and mergers [14][15][16] - The manufacturing Purchasing Managers' Index (PMI) rose to 49.8% in September, indicating a slight expansion in economic output [17] - The World Trade Organization raised its global goods trade growth forecast for 2025 to 2.4%, driven by increased demand for AI-related products and active trade among emerging economies [18]
国新证券每日晨报-20251009
Guoxin Securities Co., Ltd·2025-10-09 02:42