来源：磐石之心 AI生成 用黑色星期五来形容一点都不为过。4800多只下跌，几乎是无差别伤害。 之前我曾写文章《美股重挫900点，周一A股怎么办？》分析这波下跌与4月7号的不同在于： 一是科技赛道集体高位，获利盘较多；二是口水战反复，如同狼来了，让人摸不到头脑。 （周四知识星球-磐石论股上做的提醒） 因此，我一直在知识星球上提醒大家不要追科技赛道，不要接盘高位股，积极避险。今天午盘后，水电、银行等避险板块也扛不住，说明恐慌情 绪蔓延。 稀土政策实施时间是11月8号，关税延期时间是11月10号。目前，双方都是在为谈判争取筹码。现在看，美国扛不住了。贝森特在接受采访时说， 可以用延期关税换取稀土出口。 造成周五如此大波动的因素：美国财政部长贝森特发表了失去理智的言论，公然攻击中国贸易谈判代表李成刚。 显然，关税威胁小于稀土威胁，所以作为关税战发起方，美国肯定先受不了。最终还是会回到谈判桌。 我的预测：31号之前会释放谈判信号，然后韩国会面，关税协议达成一部分。但是无法完全达成，因为我们还想看一看11月美国最高法院的判 决。 因此，上证指数会在3900-3800之间来回震荡，等消息落地。同时，释放获利盘后，再次具备 ...

（来源：科创100ETF基金） 港股新能源车板块午后走低，蔚来-SW跌超8%，小鹏汽车-W跌超4%，小米集团-W跌超3%，长城汽车 （601633）、零跑汽车跟跌。 ...

Group 1 - The core viewpoint of the articles highlights the acceleration of equipment updates and the effectiveness of the consumption upgrade policy in China during the first three quarters of the year [1][2] Group 2 - Industrial enterprises' procurement of machinery and equipment increased by 9.4% year-on-year in the first three quarters [1] - High-tech manufacturing maintained a strong growth momentum, with machinery and equipment procurement rising by 14% year-on-year [1] - Digital equipment procurement by Chinese enterprises grew by 18.6%, with specific high-end manufacturing sectors like shipbuilding and computing showing increases of 17.3% and 22.7% respectively [1] Group 3 - Private enterprises' procurement of machinery and equipment rose by 13% year-on-year, outperforming state-owned and foreign enterprises [1] - In the internet and smart drone sectors, private enterprises saw procurement increases of 32.8% and 70.5% respectively [1] Group 4 - Retail sales revenue for daily household appliances like refrigerators grew by 48.3%, while home audio-visual equipment like televisions saw a 26.8% increase [1] - Furniture and lighting retail sales revenue increased by 33.2% and 17.2% respectively [1] - Newly included communication devices like mobile phones experienced a retail sales revenue growth of 19.9% [1] Group 5 - New energy vehicle sales increased by 30.1% year-on-year in the first three quarters, driven by effective implementation of the vehicle trade-in policy [2]

Group 1: Market Overview - The A-share market experienced fluctuations on October 16, with the Shanghai Composite Index rising by 0.1%, while the Shenzhen Component fell by 0.25%, and the ChiNext Index increased by 0.38% [1] - The coal sector saw significant gains, with major stocks like Daya Energy achieving a five-day consecutive rise [1] - The storage chip concept remained active, while sectors such as robotics, photolithography, rare earth permanent magnets, and controllable nuclear fusion faced declines [1] Group 2: Hongmeng Concept Stocks - Hongmeng concept stocks surged in the late trading session, with Changshan Beiming hitting the daily limit, and other stocks like Tuwei Information and Huiwei Intelligent rising over 5% [1] - By July 2025, the number of Hongmeng terminal devices is expected to exceed 10 million, with a notable acceleration in growth, reaching 20 million devices in just two months [1] - As of October 15, 2025, the installation numbers for Hongmeng versions of WeChat and Douyin surpassed 20.83 million and 20.34 million, respectively [1] Group 3: Solid-State Battery Breakthroughs - Chinese scientists have successfully overcome key challenges in all-solid-state lithium batteries, potentially doubling the range from 500 kilometers to over 1000 kilometers [2] - Toyota announced a partnership with Sumitomo Metal Mining to produce all-solid-state batteries, aiming for mass production between 2027 and 2028 [2] - The global solid-state battery shipment is projected to reach 642.6 GWh by 2030, with a compound annual growth rate of 133% from 2024 to 2030 [2] Group 4: Financing and Stock Performance - Solid-state battery concept stocks have seen significant price increases this year, with companies like Shanghai Washba and Xian Dao Intelligent reporting over 100% growth [3] - Notable financing activities include 162 institutional surveys for Rongbai Technology and 72 for Dosheng Technology, indicating strong interest in solid-state battery materials [3][4] - Major solid-state battery concept stocks, including CATL and BYD, have received substantial net financing, exceeding 1 billion yuan each [4][5]

每经记者｜杨建 每经编辑｜彭水萍 ｜2025年10月17日 星期五｜ NO.1 全球首个陆上商用模块式小型堆"玲龙一号"全球首堆冷试成功 据中核集团透露，"玲龙一号"全球首堆的冷态性能试验10月16日圆满完成。全球首个陆上商用模块式小 型堆——"玲龙一号"位于海南昌江，是全球首个通过国际原子能机构安全审查的陆上商用模块化小堆。 冷态功能试验是核电厂大型综合专项调试试验，是对整个反应堆性能的第一次全面"体检"，确保后续安 全稳定运行。建成投运后，预计每年发电量可达10亿度，满足海南52.6万户家庭用电需求，减少二氧化 碳排放量约88万吨，相当于一年植树750万棵。 NO.2 工信部：到2027年实现城域算力1毫秒时延圈覆盖率不低于70% 10月16日，工业和信息化部办公厅组织开展城域"毫秒用算"专项行动，完善重点场所算力接入网络布 局，推动光网络设备向综合接入点和产业园区等用户侧部署，加快实现全光网广泛覆盖，构建城域毫秒 级低时延一跳入算能力。推进入算网络新技术验证，开展小颗粒光传送网（OTN）、确定性网络等新 技术验证，引导基础电信企业推动入算专线服务体验升级。开展算力资源毫秒接入能力评估，建立城域 中型及以 ...

中国经济网北京10月16日讯(记者 郭涛) 在今日下午举行的"2025世界智能网联汽车大会 (WICV)"上，小米集团董事长雷军以"抓住时代机遇，共同推动行业发展"为题发表演讲，但并未提 及"10·13小米SU7成都燃爆事故"。 "10·13小米SU7成都燃爆事故"距离小米汽车上一次致死事故——"3·29铜陵小米SU7爆燃事故"刚刚 过去198天。在两起事故中，小米SU7的车门打不开均为核心争议之一。 据悉，小米SU7采用半隐藏式门把手，无机械式外把手设计，若想从外部打开车门，只能通过按压 藏在门把手内部的微动开关实现电动解锁；同时，尽管SU7内部具备机械式的应急开关，但当车内被困 人员失去自主意识，该应急开关则无法被开启。 近年来，不少品牌的新能源车都曾因交通事故中的隐藏式门把手无法开启，引发了市场的关注和争 议。对此，相关部门已出手整顿。 9月24日，工业和信息化部发布《汽车车门把手安全技术要求》征求意见稿。《要求》对车内门把 手和车外门把手的标准均做出了新要求。其中，每个车门(不包括尾门)应配置具备机械释放功能的车门 外把手，系统的设计应满足在锁止装置处于锁止状态时，发生不可逆约束装置展开或动力电池热事 ...

Core Viewpoint - Five Chinese car manufacturers, including BYD and Zeekr, are facing potential fines in Australia for allegedly monopolizing after-sales services by not disclosing diagnostic software and repair parameters, which hinders independent repair shops from servicing their vehicles [5][7]. Group 1: Cost of Repair for New Energy Vehicles - The repair costs for new energy vehicles (NEVs) are significantly higher than for traditional fuel vehicles, with minor accidents costing between 5,000 to 15,000 yuan for NEVs compared to 2,000 to 8,000 yuan for fuel vehicles [10]. - In severe collision cases, the repair costs for NEVs can exceed the cost of purchasing a new vehicle, while fuel vehicles can still be repaired for 50,000 to 150,000 yuan [10]. - The high repair costs are attributed to expensive parts, advanced technology, and the complexity of repairs, such as the need for specialized equipment and software access [11][30]. Group 2: Challenges in After-Sales Services - Many car manufacturers impose strict warranty conditions that require repairs to be conducted at authorized service centers, limiting options for vehicle owners and increasing repair costs [13][15]. - Authorized service centers often prefer to replace parts rather than repair them, leading to higher costs for consumers [16]. - The lack of detailed repair data from manufacturers makes it difficult for independent repair shops to standardize their processes, further complicating repairs for NEVs [19][20]. Group 3: Market Dynamics and Future Outlook - The number of independent repair shops for NEVs is significantly lower than for fuel vehicles, with only 20,000 to 30,000 such shops compared to around 400,000 for fuel vehicles in China [29]. - The repair market for NEVs is expected to remain high due to the complexity of the technology and the manufacturers' reluctance to share repair data, which may not change until a larger number of vehicles are out of warranty [30][31].

Group 1 - The Hang Seng Index closed down 0.09%, while the Hang Seng Tech Index fell by 1.18% [1] - The new energy vehicle sector experienced a decline, with NIO dropping nearly 9%, and both XPeng Motors and Xiaomi Group falling over 3% [1] - Sanhua Intelligent Control (002050) decreased by over 6%, and MicroPort Scientific Corporation dropped more than 5% [1] Group 2 - Jiangsu Jiajie Pharmaceutical (药捷安康) surged over 46%, and Pop Mart International (泡泡玛特) increased by more than 5% [1]

香港恒生指数收跌0.09%，恒生科技指数跌1.18%。新能源车板块走低，蔚来跌近9%，小鹏汽车、小米 集团跌超3%；三花智控跌超6%，微创机器人跌超5%。药捷安康涨超46%，泡泡玛特涨超5%。 ...

央视网消息：国家税务总局发布的最新数据显示，随着大规模设备更新和消费品以旧换新政策加力扩围，前三季度，全国企业设备更新加 快推进。 目前，消费品以旧换新政策成效明显。国家税务总局发布的最新数据显示，今年前三季度，家电和家居产品消费走高，需求稳步释放。 此外，企业数字化设备更新动力较足。今年前三季度，全国企业采购数字化设备金额同比增长18.6%，反映数字化转型成为企业重要的发 展方向。其中，一些高端制造行业加快数字化投入提升自身竞争力，船舶制造、计算机行业采购数字化设备同比分别增长17.3%和22.7%。 民营企业设备更新支撑作用也更加凸显。增值税发票数据显示，今年前三季度，民营企业采购机械设备类金额同比增长13%，均高于国有 和外资企业。一些创新类行业民营经济保持较高动力，民营企业互联网、智能无人飞行器领域采购机械设备类金额同比分别增长32.8%和 70.5%。 前三季度"以旧换新"成效明显 增值税发票数据显示，今年前三季度，工业企业采购机械设备类金额同比增长9.4%。其中，高技术制造业保持良好增长势头，采购机械 设备类金额同比增长14%；电力热力燃气及水生产和供应业采购机械设备类金额同比增长10.5%。 同 ...