Core Events Schedule - November 17: 2025 Photovoltaic and Energy Storage Industry Conference; priority on energy storage over photovoltaic, with a high probability of low opening and high closing [1] - November 17: Guangzhou Home Appliance Consumption Innovation Conference; limited impact on consumer sector [1] - November 18: China Data and Storage Conference; expected strong opening due to US stock rebound [1] - November 19: China Energy Industry Development Conference; favorable policies expected to boost the new energy sector [1] - November 19: Taiwan Affairs Office press conference; focus on short-term sentiment, with potential for preemptive positioning [1] - November 20: Quantum Technology Development Conference; cautious outlook [2] - November 21: Rare Earth New Materials and Equipment Exhibition; limited impact without strong policy support [2] Key Sector Analysis 1. **New Energy Chain (Photovoltaic + Energy Storage + New Energy)** - Core investment theme for the upcoming week driven by favorable policies and clear industry trends [2] - Energy storage prioritized due to high growth potential, while photovoltaic should be approached cautiously to avoid high-risk scenarios [2] 2. **Short-term Sentiment Chain (Cross-Strait Concepts + Beautiful China)** - Catalyzed by the Taiwan Affairs Office press conference, with potential for preemptive positioning [2] - Historical caution advised due to potential for disappointment post-event [2] 3. **Storage Sector** - Passive opportunities linked to US market movements and conference catalysts, with a strong opening expected [2] - Recommended light participation without long-term holding [2] 4. **Quantum Technology + Rare Earth** - Weak catalysts observed, with a cautious approach recommended for both sectors [2] Overall Strategy for Next Week - Focus on the new energy chain as the core investment theme for Q4, particularly around policy announcements [3] - Target short-term opportunities around the Taiwan Affairs Office press conference, with a strategy to buy on dips [3] - Avoid sectors with weak catalysts or lacking independent logic, such as the storage sector and high-level rare earths [3] - Be aware of quantitative fund movements in photovoltaic and storage sectors, monitoring for potential volatility [3]