慧翰股份（301600.SZ）11月4日在投资者互动平台表示，公司的数字化能源管理系统已经在换电、超充 系统量产，深度切入头部能源企业供应链，并向物流车、工程机械、储能设备、电动船舶等场景渗透。 相关技术可以应用到光伏风电领域。 每经AI快讯，有投资者在投资者互动平台提问：尊敬的董秘您好，新能源板块已经渐渐走出前几年的 周期阵痛，慢慢的复苏反转，我们公司的数字化能源管理项目除了应用到锂电方面，另外是否可以应用 到光伏风电领域？ （文章来源：每日经济新闻） ...

Market Overview - The A-share market collectively rose on October 10, with the Shanghai Composite Index up 0.13%, the Shenzhen Component Index up 0.38%, and the ChiNext Index up 1.27%, while the North Stock 50 declined [2] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets was 20,040 billion yuan, a decrease of 1,481 billion yuan compared to the previous day [2] - Over 2,400 stocks in the market experienced gains [2] Sector Performance - The leading sectors in terms of gains included oil and gas, film and television, satellite communication, tourism, gaming, and AI computing hardware [2] - Conversely, sectors that saw declines included energy metals, photovoltaic and wind power, PEEK materials, and solid-state battery concepts [2] Notable Stocks - AI computing hardware stocks rebounded collectively, with Industrial Fulian hitting the daily limit, and Shenghong Technology reaching a new high during the session [2] - Oil and gas stocks surged, with Zhun Oil shares hitting the daily limit [2] - The satellite communication sector maintained high volatility, with stocks like Yuandao Communication, 263, and Sanwei Communication reaching their daily limits [2] Active Sectors - The sports, gaming, and film and television sectors showed active performance during the session [2] Declining Stocks - Many stocks in the new energy sector, including photovoltaic and lithium battery stocks, adjusted downwards, with Shangneng Electric and Tianhong Lithium Battery dropping over 10% [2] - Other notable declines included Tianqi Lithium, Ganfeng Lithium, and JinkoSolar, among others [2]

Core Viewpoint - The recent fluctuations in the RMB exchange rate are influenced by multiple factors, but the RMB remains resilient and stable against a basket of currencies, staying above the index level of 100 [1][2]. Exchange Rate Dynamics - As of August 30, the RMB to USD central parity rate was reported at 6.8802, a depreciation of 104 basis points from the previous trading day, with the closing price at 6.8980 [2]. - The USD index has risen approximately 4% since August 12, reaching around 109, marking a 20-year high, which has affected the RMB as a non-USD currency [2]. - The RMB's fluctuation against the USD is about 2%, which is less than the depreciation of major non-USD currencies like the Euro (down 3.84%), Yen (down 4.37%), and Pound (down 4.43%) [2]. Economic Fundamentals - China's economy is stabilizing, with key economic indicators improving, and the stability of the industrial and supply chains is expected to support the RMB exchange rate [3]. - The RMB's long-term outlook is expected to be influenced by both domestic and international factors, with a tendency for two-way fluctuations while maintaining basic stability at a reasonable equilibrium level [3]. - The "five protections" including basic balance of payments surplus and macro-prudential measures are expected to help maintain the RMB's stability [3]. Foreign Investment Sentiment - Despite short-term fluctuations in the RMB, foreign investors have continued to net buy Chinese securities since August, indicating confidence in the long-term investment value of Chinese assets [4][5]. - The resilience of China's foreign exchange market is highlighted by a high trade surplus and continued growth in actual foreign investment [4]. - The RMB's relative strength against the backdrop of global currencies depreciating against the USD is noted, with foreign investors maintaining a long-term perspective on Chinese equities [5]. Market Opportunities - Analysts suggest that the recent undervaluation of the Chinese stock market presents an opportunity for investors to increase their positions [5]. - The ongoing economic recovery and the emergence of new industries such as electric vehicles and renewable energy are expected to drive future growth [5]. - The bond market is also seeing a return of global funds, particularly in Chinese government bonds, indicating a positive outlook for the bond market as capital market opening progresses [6].