买黄金要征税了！两部门发文明确；安世中国回应荷方晶圆断供｜周末要闻速递

Group 1 - The State Council is focusing on deepening reforms in key areas and expanding institutional openness, aiming to enhance the level of market openness and optimize service market access rules [1] - The "Upgraded Version" of smart cities has been introduced, with a plan to enhance urban safety resilience and governance efficiency through a digital transformation action plan [2] - The Ministry of Finance announced a tax exemption policy for standard gold transactions through specific exchanges, effective from November 1, 2025, to December 31, 2027 [3] Group 2 - The Ministry of Commerce responded to issues related to ASML Semiconductor, indicating that China will consider exemptions for eligible exports due to disruptions in the global supply chain caused by external interference [4] - ASML China stated that it has sufficient inventory to meet customer demands despite the Dutch company's decision to halt wafer supply to its Dongguan factory [5] - The Financial Regulatory Bureau is seeking public opinion on the draft regulations for asset management trust management, emphasizing restrictions on trust companies regarding investor guarantees and private equity activities [6][7] Group 3 - The Shanghai and Shenzhen Stock Exchanges are expanding the "Southbound ETF Connect" list, increasing the number of ETFs from 17 to 23, and the total number of products from 265 to 271 [8] - In the third quarter, listed companies in Shanghai reported a year-on-year net profit growth of 11.4%, with a significant increase in profitability compared to the previous quarter [9] - Berkshire Hathaway reported a record cash reserve of $381.67 billion and a net profit of $30.796 billion for the third quarter, reflecting strong financial performance [10] Group 4 - The upcoming week will feature significant global market events, including various international conferences and summits [11][14][20] - The Ministry of Commerce announced export control measures on specific materials, effective from November 8 [15] - The securities market is seeing a positive outlook for the lithium battery industry chain, with expectations of improved profitability across various segments due to strong demand and supply constraints [17]