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下周关注丨三季度宏观经济数据将公布,这些投资机会最靠谱
Di Yi Cai Jing· 2025-10-19 01:43
Economic Data Release - The National Bureau of Statistics will release macroeconomic data for the third quarter and September on October 20, with economists predicting a year-on-year GDP growth rate of 4.8% for Q3 and the same for the full year [2] Housing Market Insights - The National Bureau of Statistics will publish the residential sales price report for 70 large and medium-sized cities in September on October 20. In August, the year-on-year decline in new and second-hand housing price indices narrowed by 0.4 percentage points to 3.0% and 5.5%, respectively [3] - Since the beginning of the year, the year-on-year decline in new housing prices in first, second, and third-tier cities has continued to shrink, while the decline in second-hand housing prices in second and third-tier cities has also shown a similar trend. However, the year-on-year decline in second-hand housing prices in first-tier cities has expanded again since June, with an August decline of 3.5% [3] - Month-on-month, the new housing price index has seen a consistent decline of 0.3% for three consecutive months, while the second-hand housing price index's month-on-month decline widened from 0.5% to 0.6% in August [3] LPR Announcement - The latest values for the one-year and five-year Loan Prime Rate (LPR) will be announced on October 20. The previously published LPR on September 22 remained stable at 3.0% for one year and 3.5% for five years, marking the fourth consecutive month of stability [4] Upcoming Industry Conferences - Several industry conferences are scheduled, including the 2025 China International Mining Conference from October 23 to 25 in Tianjin, focusing on mining rights transfer and live auction activities [5] - The 2025 Belt and Road International Advanced Materials Conference will take place from October 20 to 23 in Ningbo, Zhejiang, emphasizing green sustainable development [5] - The Fifth Aerospace Additive Manufacturing Conference will be held from October 23 to 24 in Shanghai, focusing on the entire industry chain of aerospace additive manufacturing [5] - The Shanghai International Consumer Electronics Show will occur from October 23 to 25, featuring eight themed exhibition areas under the theme "New Terminal, Create the Future" [5] - The 2025 China Industrial AI Conference will be held from October 23 to 24 in Hangzhou, Zhejiang, discussing breakthroughs in industrial AI technology and practical applications [5] Stock Unlocking Events - Next week, 54 companies will have their restricted shares unlocked, totaling approximately 3 billion shares, with an estimated market value of about 72.5 billion yuan based on the latest closing prices. The top three companies by market value of unlocked shares are Huibo Yuntong (8.428 billion yuan), Hengshuai Co., Ltd. (8.403 billion yuan), and Fengcai Technology (7.075 billion yuan) [6]