沐曦股份，申购日定了；今日，两场发布会……盘前重要资讯一览

Key Points - The Ministry of Industry and Information Technology and five other departments jointly issued a plan to enhance the adaptability of supply and demand for consumer goods, aiming for a significant optimization of the supply structure by 2027, with the formation of three trillion-level consumption fields and ten hundred-billion-level consumption hotspots [4] - By 2030, a high-quality development pattern characterized by positive interaction between supply and consumption is expected to be established, with a steady increase in the contribution of consumption to economic growth [4] - The State Council will hold a policy briefing on November 27, 2025, to discuss measures related to enhancing the adaptability of supply and demand for consumer goods [4][5] - Guangdong Province issued a plan to support enterprises in conducting industry chain integration and mergers, aiming to enhance the industrial cluster advantages in the Guangdong-Hong Kong-Macao Greater Bay Area by 2027 [5] - The China Insurance Industry Association issued a risk warning regarding "Anwo Stock Insurance," clarifying that it is not an approved insurance institution and that stock investment losses are not covered by insurance [5] - The State Administration for Market Regulation and the Ministry of Civil Affairs held a press conference to interpret the "Guidelines for the Construction of the Elderly Care Service Standard System (2025 Edition)," addressing key issues in the elderly care service sector [6] - The U.S. stock market saw a collective rise for the fourth consecutive trading day, with the Dow Jones up by 0.67%, the S&P 500 up by 0.69%, and the Nasdaq up by 0.82% [7] - The Federal Reserve's Beige Book indicated that U.S. economic activity has remained relatively stable, although overall consumer spending has declined, with high-end consumers being an exception [7] Company News - Long光华芯 has achieved mass production of 100G EML in the optical communication field, and 200G EML has begun sampling [9] - 实达集团 noted that there is no business cooperation with Alibaba Cloud despite market rumors [10] - 金迪克 will not issue new approvals for quadrivalent influenza virus split vaccines within this year [11] - 中水渔业 reported no significant changes in its operating conditions and external business environment [12] - 茂业商业 confirmed that its production and operation are currently normal [13] - 工业富联 raised the upper limit for share repurchase to no more than 75 yuan per share [14] - 中国铁物's controlling shareholder plans to increase its stake in the company by 65 million to 130 million yuan [15] - 北大医药 stated that related influenza drugs have not yet been organized for production and sales, and this will not impact the company's operating performance for a considerable time [16] - 沐曦股份 is set to issue 40.1 million shares on December 5, with an initial strategic placement of 8.02 million shares [18]