今日摘要 "十四五"期间，我国轻工经济总量持续增长，市场优势不断巩固。 全国秋粮收获进度超过六成。 巴以分别移交被扣押人员遗体。以色列称，重新开放拉法口岸。 临时拨款法案再次受阻，美国联邦政府"停摆"进入第三周。 内容速览 习近平向塞舌尔当选总统赫米尼耶致贺电。 习近平主席在全球妇女峰会开幕式的主旨讲话引发中外人士热烈反响。大家表示，习近平主席的讲话反 映了各国人民追求男女平等和妇女全面发展，共建和平、安全、繁荣、进步、美好世界的共同心声，为 全球妇女事业发展注入澎湃动力。 《习近平谈治国理政》第五卷英文版推介会在法兰克福举行。 李强主持国务院第十六次专题学习。 赵乐际主持召开十四届全国人大常委会第五十一次委员长会议，决定十四届全国人大常委会第十八次会 议10月24日至28日在京举行。 "十四五"时期，我国粮食流通改革发展各项任务进展符合预期。 习近平向塞舌尔当选总统赫米尼耶致贺电 10月15日，国家主席习近平致电帕特里克·赫米尼耶，祝贺他当选塞舌尔共和国总统。 加速妇女全面发展新进程 共创人类更加美好未来——习近平主席在全球妇女峰会开幕式的主旨讲话引 发中外人士热烈反响 10月13日，国家主席习近平出席全球 ...

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]