Core Points - The announcement from Huaxia Eye Hospital indicates the lifting of restrictions on shares issued prior to its initial public offering (IPO) [1] - A total of 511,170,000 shares will be released, representing 60.8536% of the company's total share capital [1] - The lifting of restrictions will take effect on November 7, 2025, after a 36-month lock-up period following the IPO [1]

中国国际金融股份有限公司 关于华厦眼科医院集团股份有限公司 首次公开发行前已发行股份解除限售 并上市流通的核查意见 中国国际金融股份有限公司（以下简称"中金公司"、"保荐机构"）作为华厦眼科医 院集团股份有限公司（以下简称"华厦眼科"或"公司"）首次公开发行股票并在创业板上 市及持续督导的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所 创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》 以及《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等 相关法律、法规和规范性文件的规定，对华厦眼科首次公开发行前已发行股份解除限售 并上市流通的事项进行了审慎核查，具体情况如下： 一、首次公开发行股票和股本情况 经中国证券监督管理委员会《关于同意华厦眼科医院集团股份有限公司首次公开发 行股票注册的批复》（证监许可〔2022〕2085 号）同意，华厦眼科医院集团股份有限公 司首次公开发行人民币普通股（A 股）股票 6,000.00 万股，并于 2022 年 11 月 7 日在深 圳证券交易所创业板上市交易。 首次公开发行股票完成后公司总股本为 56,00 ...

华厦眼科医院集团股份有限公司 关于首次公开发行前已发行股份解除限售 并上市流通的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次解除限售的股份为华厦眼科医院集团股份有限公司（以下简称"公 司"）首次公开发行前已发行的股份。 2、本次解除限售的股东户数为 2 户，解除限售股份数量共计 511,170,000 股， 占公司总股本的比例为 60.8536%，限售期为自公司首次公开发行股票上市之日 起 36 个月。 3、本次解除限售股份的上市流通日为 2025 年 11 月 7 日（星期五）。 一、首次公开发行股票和股本情况 经中国证券监督管理委员会《关于同意华厦眼科医院集团股份有限公司首次 公开发行股票注册的批复》（证监许可〔2022〕2085 号）同意，华厦眼科医院 集团股份有限公司首次公开发行人民币普通股（A 股）股票 6,000.00 万股，并于 2022 年 11 月 7 日在深圳证券交易所创业板上市交易。 证券代码：301267 证券简称：华厦眼科 公告编号：2025-034 首次公开发行股票完成后公司总股本为 56,000 ...

Group 1 - The Ministry of Commerce of China urges Japan to remove Chinese entities from the export control end-user list, emphasizing the need for cooperation to maintain stable supply chains [1] - Both parties aim to enhance bilateral economic relations and promote multilateral trade systems centered around the WTO [1] Group 2 - Ukraine's President Zelensky announced that Germany has delivered the "Patriot" air defense missile system to Ukraine, enhancing its defense capabilities [2] - A complete "Patriot" system typically costs over $1 billion, indicating significant international military support for Ukraine [2] Group 3 - North America has begun Daylight Saving Time, affecting trading hours for financial markets, with gold and silver trading starting at 7:00 AM Beijing time [3] Group 4 - The Ministry of Finance and the State Taxation Administration of China announced tax policies regarding gold transactions, exempting VAT for certain sales through designated exchanges [5] Group 5 - WuXi AppTec's CAR-T cell therapy, priced at 1.29 million yuan per injection, is expected to be included in the commercial health insurance directory, marking a significant development in domestic innovative drugs [7] Group 6 - Vanke A announced a framework agreement with its largest shareholder, Shenzhen Metro Group, for a loan facility of up to 22 billion yuan [19] - BYD reported a record sales figure of 441,706 vehicles in October, marking a new high for the year and cumulative sales of over 3.7 million vehicles from January to October [20] Group 7 - This week, the market will see the unlocking of restricted shares valued at over 20.3 billion yuan, with Huaxia Eye Hospital being the largest contributor [21] - Three new stocks are set to be issued this week, with specific details on their issuance dates and codes [25]

Core Points - In November 2025, a total of 124 companies in the A-share market will have their restricted shares unlocked, amounting to approximately 8.952 billion shares with a total market value of 160.677 billion yuan, representing a month-on-month decrease of about 26.45% and a year-on-year decrease of about 44.64% [1][8] Company Summaries - Ruijie Networks has the largest unlock scale, with 700 million shares set to be released on November 20, valued at approximately 52.78 billion yuan, accounting for 88% of its total share capital [3][4] - Innovation New Materials will have 2.287 billion restricted shares unlocked on November 17, with a market value of about 10.222 billion yuan, involving shareholders such as Shandong Innovation Group and Beijing Hualian Group [6][8] - Huaxia Eye Hospital ranks third in unlock scale, with 511.7 million shares, representing 60.85% of its total share capital, valued at approximately 9.814 billion yuan [6][8] Industry Insights - The telecommunications, pharmaceutical, and electronics industries have the highest unlock market values, with Ruijie Networks leading in telecommunications, while Huaxia Eye Hospital and New Nobel are notable in the pharmaceutical sector [8][10] - In total, seven companies will celebrate their listing anniversary in November, with a combined unlock volume of approximately 390 million shares and a market value of about 12.262 billion yuan [10]

Core Viewpoint - In November 2025, a total of 124 companies in the A-share market will face the unlocking of restricted shares, amounting to approximately 8.952 billion shares with a total market value of 160.677 billion yuan, reflecting a month-on-month decrease of about 26.45% and a year-on-year decrease of about 44.64% [1][2]. Group 1: Unlocking Scale and Key Companies - The largest unlocking scale is attributed to Ruijie Networks, with a market value exceeding 50 billion yuan [1][3]. - The top three companies by unlocking scale are Ruijie Networks, Innovation New Materials, and Huaxia Eye Hospital [3][10]. - Ruijie Networks will have 700 million shares unlocked on November 20, with a market value of approximately 52.78 billion yuan, accounting for 88% of its total share capital [3][4]. Group 2: Industry Distribution - The industries with the highest unlocking market values are telecommunications, biomedicine, and electronics [10]. - In the telecommunications sector, Ruijie Networks significantly contributes to the unlocking scale, while in biomedicine, Huaxia Eye Hospital, New Nobel, and New World lead in unlocking market value [10]. Group 3: Anniversary Unlocking - Seven companies will have 39 million restricted shares unlocked in November, with a total market value of 12.262 billion yuan, including companies like Juxing Technology and Jintian Titanium Industry [1][9]. - Juxing Technology has the largest anniversary unlocking scale at approximately 3.307 billion yuan, followed by Jintian Titanium Industry and Wanyuantong with 3.195 billion yuan and 3.011 billion yuan, respectively [14].

Group 1: Employment and Economic Data - The upcoming ADP employment report on November 5 is expected to show significant slowdown in the job market, with recent ADP data being negative for two consecutive months, providing key evidence for the Federal Reserve's future rate cut path [10] - The official non-farm payroll data, originally scheduled for November 7, may be delayed due to government shutdown, with market expectations predicting only about 50,000 jobs added in October and an unemployment rate potentially rising to 4.4% [10] Group 2: Monetary Policy and Federal Reserve - Federal Reserve officials are showing increasing divergence regarding monetary policy, with some advocating for continued rate cuts in December due to risks of a slowing job market, while others express concerns about the implications of further cuts [9] - Federal Reserve Governor Waller suggests that despite the government shutdown risks, the Fed should continue to rely on data to guide monetary policy, indicating a preference for further rate cuts [9] Group 3: Tax Policy on Gold - The announcement from the Ministry of Finance and the State Taxation Administration on November 1 clarifies tax policies related to gold, maintaining tax incentives for exchange-traded gold while imposing VAT on non-exchange transactions [3] - The announcement specifies that standard gold used for investment purposes will have VAT refunded immediately, while non-investment gold will be exempt from VAT [3] Group 4: Nuclear Energy Developments - A significant breakthrough in nuclear energy was reported on November 1, with China achieving thorium-uranium fuel conversion based on molten salt reactors, marking a technological feasibility for utilizing thorium resources [5] - This development is seen as a critical opportunity for China to reduce reliance on uranium and leverage its abundant thorium reserves, with the A-share nuclear power sector showing strong performance, with nearly 30 related stocks rising over 100% this year [5] Group 5: Public Fund Management - The China Securities Regulatory Commission released a draft guideline on performance benchmarks for public funds, aiming to enhance stability in investment behavior and clarify product investment styles [4] - The guidelines focus on improving internal controls and external regulatory requirements across the entire fund management process [4]

其中会议指出，要着力深化重点领域改革，带动高水平对外开放，提升商品市场开放水平，优化服务市场准入规则，完善要素市场开放监管制度。要 主动对接国际高标准经贸规则，积极扩大自主开放，稳步扩大规则、规制、管理、标准等制度型开放。要注重发挥自由贸易试验区、自由贸易港等高 能级开放平台优势，探索形成更多可复制可推广的改革成果，持续提升制度型开放效能。 01 证监会、中基协，重磅发布！公募重要文件出炉 10月31日，证监会发布了《公开募集证券投资基金业绩比较基准指引（征求意见稿）》，基金业协会同步发布了《公开募集证券投资基金业绩比较基 准操作细则（征求意见稿）》，向社会公开征求意见。两份征求意见稿以增强公募投资行为稳定性、明晰产品投资风格、提升投资者获得感为目标， 从基金管理人内部明确业绩比较基准设定、变更、披露规范，完善内部控制机制方面；到外部加强托管、销售、评价等方面，全链条、多维度地完善 业绩比较基准的监管要求。 国务院总理李强10月31日主持召开国务院常务会议，研究深化重点领域改革扩大制度型开放工作，部署加快场景培育和开放推动新场景大规模应用有 关举措，审议通过《森林草原防灭火条例（草案）》。 国常会：研究深化重 ...

Group 1 - The State Council's executive meeting on October 31 emphasized 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 meeting highlighted the importance of aligning with international high-standard economic and trade rules and actively expanding autonomous openness [1] - The meeting also discussed leveraging high-level open platforms like free trade zones to explore replicable reform outcomes [1] Group 2 - On October 31, the China Securities Regulatory Commission (CSRC) released a draft guideline for public offering securities investment fund performance benchmarks, aiming to enhance stability in public fund investment behavior [2] - The guideline seeks to clarify the setting, changing, and disclosure of performance benchmarks, thereby improving internal control mechanisms [2] - This initiative is seen as a critical step towards standardizing public fund performance benchmarks and reinforcing investment management discipline [2] Group 3 - The Ministry of Finance announced tax policies regarding gold, stating that members or clients trading standard gold on the Shanghai Gold Exchange and Shanghai Futures Exchange will be exempt from value-added tax [3] - The announcement includes specific tax treatment for standard gold based on its investment or non-investment use, detailing the VAT refund process [3] - The document provides detailed calculations for tax standards related to gold delivery at the exchanges [3] Group 4 - A significant breakthrough in the nuclear energy sector was reported, with China achieving thorium-uranium fuel conversion based on molten salt reactors, marking a technological feasibility for utilizing thorium resources [4] - This development is expected to reduce reliance on uranium and enhance China's nuclear energy capabilities [4] - The A-share nuclear power sector has seen strong performance, with nearly 30 related stocks rising over 100% this year, and the total market capitalization exceeding 1.3 trillion yuan [4] Group 5 - The latest holdings of the "national team" in ETFs showed that their positions remained largely unchanged, with significant growth in ETF scale during the third quarter [5] - The average increase in the national team's ETF holdings exceeded 20% in the third quarter, with a single-quarter scale increase of over 200 billion yuan [5] Group 6 - The U.S. Treasury Secretary indicated that a U.S.-China trade agreement could be signed as early as next week, with the Chinese Foreign Ministry expressing a willingness to cooperate on economic issues [6] - The essence of U.S.-China economic relations is framed as mutually beneficial, with a focus on dialogue and cooperation to enhance stability [6] Group 7 - The Nasdaq China Golden Dragon Index rose by 0.53%, with notable movements in Chinese concept stocks, including NIO and XPeng Motors, which saw increases of over 3% and 2% respectively [7] - Alibaba and JD.com experienced declines of over 2% and nearly 1% respectively [7] Group 8 - Upcoming economic data releases include October's import and export figures on November 7, followed by CPI and PPI data on November 9 [8] Group 9 - The eighth China International Import Expo is scheduled from November 5 to 10, and the 2025 World Internet Conference will take place from November 6 to 9 in Wuzhen, Zhejiang [9] Group 10 - The CSRC approved IPO registrations for two companies, with new stock issuances scheduled for the week of November 3 to 7 [10] - Three new stocks are set to be issued, including Beikong Detection and Hengkun New Materials [10] Group 11 - A total of 36 companies will have their restricted shares unlocked this week, amounting to 1.168 billion shares with a total market value of approximately 20.546 billion yuan [11] - The companies with the highest unlock values include Huaxia Eye Hospital and Yunding Technology [11]

Group 1 - The State Council, led by Premier Li Qiang, 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 [2] - The China Securities Regulatory Commission (CSRC) and the Asset Management Association of China (AMAC) have released important draft guidelines to enhance the stability of public fund investment behavior and clarify product investment styles [3] - The Ministry of Finance and the State Taxation Administration announced tax policies regarding gold transactions, including exemptions from value-added tax for certain transactions involving standard gold [4] Group 2 - A significant breakthrough in the nuclear energy sector was reported, with China achieving the conversion of thorium-uranium nuclear fuel based on molten salt reactors, which could lead to industrial applications of thorium-based molten salt reactors [5] - The high-end equipment manufacturing sector has seen major advancements, including the acceptance of the world's largest skin-stretching machine, marking a significant step in domestic production capabilities in aviation and high-speed rail [6] - The latest holdings of the "national team" in ETFs show a substantial increase in average returns, with an average gain of over 20% in the third quarter [7] Group 3 - The U.S. Treasury Secretary indicated that a U.S.-China trade agreement may be signed soon, with both countries expressing a willingness to enhance economic cooperation [8] - Major U.S. stock indices closed higher, with the Nasdaq achieving a seven-month consecutive increase, driven by significant gains in tech stocks like Amazon [9] - Upcoming economic data releases include October import and export figures, as well as CPI and PPI data, which are expected to provide insights into economic trends [10] Group 4 - The eighth China International Import Expo is scheduled to take place from November 5 to 10, showcasing China's commitment to opening up its market [11] - The CSRC has approved IPO registrations for two companies, indicating ongoing activity in the capital markets [12] - A total of 36 companies will have their restricted shares unlocked this week, with a total market value of approximately 205.46 billion yuan [15][16]