券商中国·2025-11-01 12:46Macro Dynamics - The Ministry of Finance and the State Administration of Taxation announced a tax policy regarding gold transactions, exempting value-added tax for members or clients trading standard gold through the Shanghai Gold Exchange and Shanghai Futures Exchange, effective from November 1, 2025, to December 31, 2027 [2] - A nationwide 1% population sampling survey has commenced, targeting approximately 5 million households and 14 million individuals to gather data on demographics, employment, migration, marriage, fertility, and housing conditions [3] Energy Sector - In September 2025, 7,218 new renewable energy projects were registered, including 32 wind power projects and 7,184 solar power projects, with a significant focus on distributed solar energy [6] - The completion of China's thorium-based molten salt experimental reactor in Gansu represents a significant advancement in nuclear energy technology, aiming to reduce reliance on imported uranium and enhance energy security [7] Financial Institutions - Zhejiang Wangshang Bank reported a total asset scale of 521.46 billion yuan as of the end of September 2025, marking a 10.7% increase from the beginning of the year, with a slight decrease in operating income but a 30.2% increase in net profit [9] Market Data - On October 31, U.S. stock indices collectively rose, with the Nasdaq up 0.61%, marking a 2.24% increase for the week and a 4.7% increase for October [11] - The Nasdaq China Golden Dragon Index rose by 0.53% on October 31, ending a five-month decline [12] Company Dynamics - Novo Nordisk's CEO announced that the company is nearing completion of its plan to lay off 9,000 employees as part of a global restructuring effort [14] - Meituan's flash sale reported significant sales growth on the first day of its Double 11 promotion, with nearly 800 brands seeing sales double compared to the previous year [15] - A land dispute involving Hainan Natural Rubber Industry Group's subsidiary has been reported, with local authorities intervening to maintain order following a conflict over land rights [16]