周末这些重要消息或将影响股市（附新股日历+机构策略）

Macro News - China responds to the U.S. threat of imposing 100% tariffs, emphasizing that high tariffs are not the correct way to engage with China and reiterating its unwillingness to engage in a trade war but readiness to defend its rights [2] - The Ministry of Transport announced a special port fee for U.S. vessels starting October 14, 2025, affecting various categories of U.S.-owned or operated ships [2] Industry and Company - Seven departments, including the Ministry of Industry and Information Technology, released a plan to promote service-oriented manufacturing innovation from 2025 to 2028, focusing on enhancing new information infrastructure and integrating AI with manufacturing [3] - The Ministry of Housing and Urban-Rural Development is exploring ways to upgrade old houses into "good houses" by focusing on standards, design, materials, construction, and maintenance [4] - *ST Yuancheng is facing severe penalties for financial fraud, with the China Securities Regulatory Commission proposing fines totaling 374.546 million yuan and initiating delisting procedures due to significant violations [10] - Nexperia, a subsidiary of Wingtech Technology, is facing control restrictions imposed by the Dutch government and courts, affecting its operations and management [11] - Qualcomm is under investigation for failing to report its acquisition of Autotalks, potentially violating antitrust laws in China [12] Financial Market - In September, the Shanghai Stock Exchange saw a significant increase in new A-share accounts, with 2.9372 million new accounts opened, marking a year-on-year increase of over 60% [7] - Major U.S. stock indices experienced a sharp decline, with the Nasdaq dropping over 3%, and significant losses in large tech stocks, indicating a volatile market environment [6] Upcoming Events - The National Bureau of Statistics will release September CPI and PPI data on October 15, with expectations of stable CPI growth and a slight decline in PPI [16] - A press conference will be held on October 13 to discuss import and export data for the first three quarters of 2025 [15]