国内宏观和产业政策周观察（1117-1123）：中电协推出磷酸铁锂成本定期披露制度

Group 1: Core Insights - The report highlights a focus on enhancing industrial quality and efficiency, ensuring housing security, fostering a technology innovation ecosystem, and promoting financial connectivity to solidify the foundation for high-quality economic development [12][14][19] - The report indicates that the A-share market experienced a downward trend across major sectors, with the largest declines seen in industrial trade and comprehensive (-12.10%), electrical equipment (-9.54%), and daily consumer retail (-8.88%) [23][26] Group 2: Industry Policy Tracking - The Ministry of Commerce and six other departments have initiated the "East Silk West Solid" project to optimize the silk industry layout, aiming to establish around 10 leading enterprises with over 10 billion yuan in revenue by 2028 [13] - The China Chemical and Physical Power Industry Association is set to implement a cost disclosure system for lithium iron phosphate, addressing the industry's ongoing losses and promoting fair pricing practices [14] - The Ministry of Finance has announced early budget allocations for housing security projects, emphasizing the importance of effective fund management and oversight [15] Group 3: Sector Performance - In the automotive sector, sales of various types of truck-mounted cranes reached 1,907 units in October 2025, marking a year-on-year increase of 10.2%, with domestic sales growing by 2.41% [18] - The semiconductor design industry in China has maintained a compound annual growth rate of 19.6% from 2006 to 2025, indicating robust growth potential driven by advancements in artificial intelligence and electric vehicles [19] - The consumer market for collectible toys has seen significant growth, with retail sales projected to reach 55.83 billion yuan in 2024, highlighting a new economic growth point within the toy industry [20]