万联晨会-20251010

Core Viewpoints - The A-share market saw all three major indices rise on Thursday, with the Shanghai Composite Index increasing by 1.32%, the Shenzhen Component Index rising by 1.47%, and the ChiNext Index up by 0.73%. The total trading volume in the Shanghai and Shenzhen markets reached 26,526.88 billion yuan [2][7] - In terms of industry performance, non-ferrous metals, steel, and coal led the gains, while media, real estate, and social services lagged behind. Concept sectors such as controllable nuclear fusion, lead metal, and superconducting concepts saw significant increases, whereas duty-free shops, ice and snow industries, and rental purchase rights experienced declines [2][7] - The Hong Kong market showed a decline, with the Hang Seng Index falling by 0.29% and the Hang Seng Technology Index down by 0.66%. In overseas markets, all three major US indices fell, with the Dow Jones down by 0.52%, the S&P 500 down by 0.28%, and the Nasdaq down by 0.08% [2][7] Important News - On October 9, the Ministry of Commerce and the General Administration of Customs announced export controls on lithium batteries and artificial graphite anode materials. The controlled items include rechargeable lithium-ion batteries with an energy density of ≥300 Wh/kg and their manufacturing equipment, which cannot be exported without permission. The scope of control for rare earth-related technologies, equipment, and raw materials includes rare earth mining, smelting separation, metal smelting, magnetic material manufacturing, and secondary resource recycling technologies, all of which also require permission for export [3][8]