Group 1 - Xi Jinping congratulated Patrick Herminie on his election as President of Seychelles [7] - Xi Jinping's keynote speech at the Global Women's Summit received positive responses, emphasizing the pursuit of gender equality and women's development [8] - The English version of "Xi Jinping: The Governance of China" Volume V was successfully launched in Frankfurt [9] Group 2 - The State Council's sixteenth special study focused on enhancing standardization to promote high-quality economic development [11] - The National People's Congress Standing Committee's 51st chairman meeting decided to hold the 18th meeting from October 24 to 28 in Beijing [12] Group 3 - During the 14th Five-Year Plan period, China's grain circulation reform and development tasks progressed as expected, ensuring national food security [14] - The light industry economy in China continued to grow steadily during the 14th Five-Year Plan, with enhanced market advantages and brand competitiveness [15] Group 4 - The national autumn grain harvest has surpassed 60% completion [18]

Core Insights - This week, 106 stocks reached historical highs, excluding newly listed stocks from the past year, indicating a strong market performance [1] - Year-to-date, 918 stocks have achieved historical highs, a significant increase from 82 stocks during the same period last year [1] Industry Performance - The non-ferrous metals sector has shown remarkable performance, with leading stocks frequently hitting historical highs [1][3] - Notable stocks in this sector include Zijin Mining, which reached a closing price of 30.87 CNY per share and a market capitalization of 820.45 billion CNY [1] Stock Highlights - The stocks that reached historical highs this week are concentrated in the electronics, non-ferrous metals, and machinery equipment sectors, with 32, 14, and 13 stocks respectively [1] - The top stocks by trading volume among the 106 that hit historical highs include ZTE Corporation, SMIC, CATL, Zijin Mining, and Sanhua Intelligent Control, with trading volumes of 47.64 billion CNY, 45.32 billion CNY, 37.67 billion CNY, 30.55 billion CNY, and 26.18 billion CNY respectively [1] Market Catalysts - Key factors driving the surge in non-ferrous metals include increased expectations for Federal Reserve interest rate cuts, supply concerns from Chile's copper production decline, and rising international gold prices [3] - Among the stocks that reached historical highs, 20 have a total market capitalization exceeding 100 billion CNY, with leading companies being CATL, SMIC, Zijin Mining, and others [3] Stock Price Movements - The top gainers this week include Lingge Technology, Haheng Huaton, and Hezhuan Intelligent, with increases of 29.82%, 29.62%, and 21.02% respectively [4] - As of October 10, 27 stocks have prices exceeding 100 CNY, with the highest closing prices belonging to Northern Huachuang, CATL, and others [4]

Core Insights - This week, 106 stocks reached historical highs, excluding newly listed stocks from the past year, indicating a strong market performance [1] - Year-to-date, 918 stocks have achieved historical highs, a significant increase from 82 stocks during the same period last year [1] - The non-ferrous metals sector has shown remarkable performance, with leading stocks frequently hitting historical highs [2] Stock Performance - Notable stocks that reached historical highs this week include Zijin Mining, Xinyi Silver, Luoyang Molybdenum, and Cangge Mining, with Zijin Mining hitting a high of 30.87 CNY per share and a market capitalization of 820.45 billion CNY [1][2] - The top sectors with stocks reaching historical highs include electronics, non-ferrous metals, and machinery, with 32, 14, and 13 stocks respectively [1] - The stocks with the highest trading volumes this week were ZTE Corporation, SMIC, CATL, Zijin Mining, and Sanhua Intelligent Control, with trading volumes of 47.635 billion CNY, 45.323 billion CNY, 37.673 billion CNY, 30.554 billion CNY, and 26.181 billion CNY respectively [1] Market Catalysts - Key factors driving the rise in non-ferrous metal stocks include increased expectations for Federal Reserve interest rate cuts, supply concerns due to decreased copper production in Chile, and recent natural disasters affecting mining operations in Indonesia and Australia [2] - The international gold price has also reached historical highs, boosting related sectors and contributing to the overall rise in the non-ferrous metals sector [2] Market Capitalization - Among the stocks that reached historical highs, 20 have a total market capitalization exceeding 100 billion CNY, with leading companies including CATL, SMIC, Zijin Mining, Luoyang Molybdenum, and Northern Huachuang, with market caps of 1,742.782 billion CNY, 1,023.609 billion CNY, 820.450 billion CNY, 357.713 billion CNY, and 317.078 billion CNY respectively [2] Price Movements - The stocks with the highest weekly gains included Lingge Technology, Hahai Huatong, Hezhuan Intelligent, Canxin Technology, and Yangyuan Beverage, with increases of 29.82%, 29.62%, 21.02%, 17.98%, and 16.80% respectively [2]

Core Viewpoint - The article highlights the significant increase in domestic gold jewelry prices due to the continuous rise in international gold prices. Group 1: Price Increases - Several domestic brands have raised their gold jewelry prices, with Chow Sang Sang's gold jewelry price surpassing 1090 CNY per gram, currently reported at 1091 CNY per gram, marking a substantial increase of 17 CNY per gram from the previous day [1][2] - Other brands such as Chow Tai Fook and Luk Fook Jewelry have also seen their gold jewelry prices rise to 1087 CNY per gram [2]

Core Viewpoint - The article highlights the significant increase in gold jewelry prices in China, driven by the continuous rise in international gold prices [1] Price Trends - On September 16, the price of pure gold jewelry from Chow Sang Sang reached 1,091 CNY per gram, marking a substantial increase of 17 CNY per gram from the previous day [1] - The prices of pure gold jewelry from other brands, such as Chow Tai Fook and Luk Fook Jewelry, also rose to 1,087 CNY per gram [1]

Core Viewpoint - The stock price of Western Gold has surged significantly since September, with five limit-up days in seven trading days, despite the announcement of a subsidiary's production halt for maintenance [1][5]. Group 1: Subsidiary Production Halt - Western Gold's wholly-owned subsidiary, Xinjiang Hongfa Ferroalloy Co., Ltd., will halt production for maintenance after depleting its existing raw material inventory, with the maintenance period expected to last until the end of the year [3][4]. - The financial impact of this production halt on the company remains uncertain, but the company asserts that its main business operations will not be affected [4]. Group 2: Financial Performance - In the first half of the year, Western Gold reported total revenue of 5.03 billion yuan, a year-on-year increase of 69.01%, and a net profit of 154 million yuan, up 131.94% [5]. - The company produced 5.9 tons of gold in the first half of 2025, achieving 60.24% of its annual target, and also produced 4.04 million tons of electrolytic manganese and 15.97 million tons of manganese ore [5]. Group 3: Stock Price Movement - The stock price of Western Gold reached a historical high of 33.66 yuan per share on September 10, with an increase of over 80% in ten trading days, including five limit-up days [5]. - Following the peak, the stock price experienced a decline, closing at 31.99 yuan on September 11 and further dropping to 31.35 yuan on September 12, although the year-to-date increase remains around 175% [5].

Core Viewpoint - The international gold price has reached a new historical high, driven by three main factors: disappointing U.S. non-farm payroll data, central banks increasing gold reserves, and funds flowing from the bond market into gold as a safe haven [1] Group 1: Factors Driving Gold Price Increase - U.S. non-farm payroll data fell significantly below expectations, leading to a 99.4% probability of the Federal Reserve lowering interest rates in September [1] - Global central banks are continuously increasing their gold reserves to hedge against debt and inflation risks [1] - There has been a sell-off in long-term government bonds, causing some of the funds to flow into gold, with global gold ETFs seeing a net inflow of $5.5 billion in August [1] Group 2: Future Projections and Risks - Goldman Sachs predicts that if the U.S. maintains a low interest rate policy, gold prices could reach $4,000 per ounce by 2026 [1] - Despite the long-term bullish outlook, industry experts caution that the rapid increase in gold prices has accumulated a risk of correction [1]