Group 1 - The People's Bank of China will have a total of 10,210 billion yuan in reverse repos maturing next week, with 6,120 billion yuan maturing on Thursday and 4,090 billion yuan on Friday [1] - A total of 39 companies in the A-share market will have their restricted shares unlocked next week, amounting to 3.432 billion shares with a total market value of 82.033 billion yuan based on the closing price on October 10 [1] - The top three companies by market value of unlocked shares are: Shangda Co. (6.797 billion yuan), Dongfang Electric (4.985 billion yuan), and Kechuan Technology (3.947 billion yuan) [1] Group 2 - The International Monetary Fund (IMF) and World Bank will hold their autumn annual meetings on October 13 [3] - The U.S. will release its Producer Price Index (PPI) data for September, which may be delayed [3] - The new round of retail fuel price adjustments in China will open on October 13, with domestic gasoline and diesel prices down by 405 yuan and 390 yuan per ton compared to the end of last year [3] Group 3 - The China Foreign Exchange Trading Center will optimize the "Swap Connect" mechanism, increasing the daily net limit to 45 billion yuan starting October 13 [4] - The U.S. will impose a 10% tariff on imported softwood logs and lumber, and a 25% tariff on imported cabinets and bathroom vanities starting October 14 [4] - The Ministry of Finance will issue the fifth phase of RMB government bonds in Hong Kong on October 15, with a scale of 11 billion yuan [4] Group 4 - The revised Anti-Unfair Competition Law will take effect on October 15, improving fair competition rules in the digital economy [4] - The 2025 World Intelligent Connected Vehicle Conference will be held from October 16 to 18 in Beijing, focusing on AI, communication, data utilization, and chip technology in the automotive industry [5]

Economic Data Release - The National Bureau of Statistics will release the CPI and PPI data for September on October 15, with expectations of a year-on-year CPI growth rate remaining flat and a month-on-month increase of 0.2% [1] - The PPI is anticipated to show a year-on-year decline of 2.4% and a month-on-month decrease of 0.3% [1] - Additional financial data such as new loans, M2, and social financing for September may also be released next week [2] Oil Price Adjustment - The next round of fuel price adjustments will occur on October 13 at 24:00, based on the "ten working days" principle [3] - As of October 10, the average price of reference crude oil was $64.97 per barrel, indicating a change rate of -0.34%, which suggests a potential decrease of 20 yuan per ton in domestic gasoline and diesel prices [3] Trade Fair and Conferences - The 138th Canton Fair will be held from October 15 to November 4 in Guangzhou, featuring a record exhibition area of 1.55 million square meters and over 32,000 participating companies [4] - The 2025 Bay Area Semiconductor Industry Ecosystem Expo will take place from October 15 to 17 in Shenzhen, attracting over 600 leading enterprises and institutions from more than 20 countries [4] - The 2025 World Intelligent Connected Vehicle Conference will be held in Beijing from October 16 to 18, focusing on innovations in AI, communication, data utilization, and chip technology within the automotive industry [4] Stock Unlocking Events - A total of 41 stocks will face unlocking next week, with significant unlocks including 577 million shares of China Merchants Port, valued at 11.967 billion yuan, and 412 million shares of Meihua Medical, valued at 9.804 billion yuan [5][6] - The unlocking ratios for several companies exceed 50%, including Meihua Medical, Andar Intelligent, and Kecuan Technology [5] New Stock Opportunities - Five new stocks are set to be issued next week, including Marco Polo on October 13, He Yuan Biological on October 14, Chaoying Electronics on October 15, Xi'an Yicai on October 16, and Bibet on October 17 [9][10]

Economic Indicators - The National Bureau of Statistics will release the CPI and PPI data for September on October 15, with an expected CPI year-on-year growth rate remaining flat and a month-on-month increase of 0.2%. The PPI is anticipated to show a year-on-year decline of 2.4% and a month-on-month decrease of 0.3% [1] - In addition to CPI and PPI, financial data for September, including new loans, M2, and social financing, is also expected to be released next week [2] Oil Price Adjustment - The next round of fuel price adjustments will occur at 24:00 on October 13, based on the "ten working days" principle. As of October 10, the average price of reference crude oil was $64.97 per barrel, indicating a change rate of -0.34%, which suggests a potential decrease of 20 yuan per ton in domestic gasoline and diesel prices [3] Trade Events - The 138th Canton Fair will be held from October 15 to November 4 in Guangzhou, covering an exhibition area of 1.55 million square meters with a total of 74,600 booths and over 32,000 participating companies, marking a historical high. Approximately 207,000 buyers from 217 export markets have pre-registered, reflecting a 14.1% increase, with notable growth in buyers from the EU, the US, and Belt and Road countries [4] - The 2025 Bay Area Semiconductor Industry Ecosystem Expo will take place from October 15 to 17 in Shenzhen, attracting over 600 leading enterprises and renowned institutions from more than 20 countries [4] - The 2025 World Intelligent Connected Vehicle Conference will be held in Beijing from October 16 to 18, focusing on innovations in the automotive industry related to AI, information communication, data utilization, and chips [4] Stock Market Developments - Next week, 41 stocks will face lock-up expirations, with notable releases including 577 million shares of China Merchants Port, valued at 11.967 billion yuan, and 412 million shares of Meihua Medical, valued at 9.804 billion yuan. Several stocks, including Meihua Medical and Andar Intelligent, will see lock-up ratios exceeding 50% [5][6] - A detailed list of stocks facing lock-up expirations includes significant figures such as 1.314 billion shares of Kecuan Technology and 4.123 billion shares of Meihua Medical, with respective market values of 7.711 billion yuan and 9.804 billion yuan [7] New Stock Opportunities - Five new stocks are set to be issued next week, including Marco Polo on October 13, He Yuan Bio on October 14, Chao Ying Electronics on October 15, Xi'an Yicai on October 16, and Bi Bei Te on October 17 [9][10]

Core Insights - The 2025 World Intelligent Connected Vehicle Conference will be held in Beijing from October 16 to 18, focusing on global industry, technology, and cooperation [1] - The theme of the conference is "Gathering Wisdom and Energy, Connecting Unlimited" and will highlight innovations in the automotive industry related to AI, communication, data utilization, and chips [1] - The conference aims to share the latest technological breakthroughs and industry trends in China's intelligent connected vehicle sector with global experts and government officials [1] Industry Developments - The conference will release multiple reports on key areas such as "integrated vehicle-road-cloud construction" and "AI + automotive" [1] - It will showcase new technologies, products, models, and ecosystems in the automotive sector [1] - The event is recognized as China's first national-level professional conference on intelligent connected vehicles, having successfully held seven sessions since 2018 [1] Strategic Goals - The Ministry of Industry and Information Technology emphasizes collaboration with countries worldwide to address challenges and share development opportunities in the intelligent connected vehicle sector [1]