国新证券每日晨报-20251128

Domestic Market Overview - The market experienced a mixed performance on November 28, with the Shanghai Composite Index closing at 3875.26 points, up 0.29%, while the Shenzhen Component Index closed at 12875.19 points, down 0.25% [1][3][7] - The total trading volume of the A-share market was 17232 billion, continuing to decline from the previous day [1][3][7] - Among the 30 CITIC first-level industries, 11 saw an increase, with basic chemicals, petroleum and petrochemicals, and light industry manufacturing leading the gains, while media, retail, and consumer services experienced significant declines [1][3][7] Key Economic Indicators - The National Bureau of Statistics reported that from January to October, the total profit of industrial enterprises above designated size increased by 1.9% year-on-year, amounting to 59502.9 billion [13] - In October, the profits of these enterprises decreased by 5.5% year-on-year due to a higher base from the previous year and rising financial costs [8][13] Industry Highlights - The first batch of 15 leading intelligent factories was announced, marking a significant step in China's transition from digitalization and networking to intelligence in manufacturing [14][15][16] - The intelligent factories span various key industries, including equipment manufacturing, raw materials, electronics, and consumer goods, representing the highest standards of intelligent manufacturing in China [15][16] News Highlights - The State Council Information Office released a white paper on China's arms control, disarmament, and non-proliferation, emphasizing China's commitment to international security and cooperation [9][10] - The China Council for the Promotion of International Trade will organize a delegation of Chinese entrepreneurs to visit the United States in early December, covering various sectors including agriculture, machinery, finance, and logistics [12]