A股开盘，三大指数小幅低开，沪指低开0.25%，深证成指低开0.29%，创业板指低开0.28%。盘面上， 深圳国企改革板块大涨，建科院20cm涨停，深赛格、深纺织A、深振业A等多股10cm涨停，深圳市地方 金融管理局等多部门印发《深圳市推动并购重组高质量发展行动方案(2025—2027年)》，力争到2027年 底境内外上市公司总市值突破20万亿元；量子科技概念股高开，腾景科技涨超10%，吉大正元涨超 8%，谷歌在《自然》杂志发表量子算法突破性进展；工程机械板块回调，铁拓机械跌10%，志高机械 跌超5%。(格隆汇) （原标题：A股早评：三大指数小幅低开，深圳国企改革板块大涨） ...

Market Overview - The market showed strong fluctuations throughout the day, with the Shanghai Composite Index returning above 3900 points and the ChiNext Index rising over 3% [1] - The deep earth technology concept stocks surged, with multiple stocks hitting the daily limit [1] - The trading volume reached 1.89 trillion [1] Key Highlights Deep Earth Economy - The deep earth economy concept saw significant gains, with stocks like ShenKong Co. and Petrochemical Machinery hitting the daily limit [4] - The Ministry of Natural Resources indicated that the "14th Five-Year Plan" will accelerate the standardization of emerging industries related to deep sea and deep earth [4] - Analysts believe the deep earth economy, which includes resource development and technology manufacturing, is expected to be included in the "14th Five-Year Plan" [4][6] State-Owned Enterprise Reform - The state-owned enterprise reform sector experienced a notable rise, particularly in Hubei, with stocks like Wuhan Holdings and Hubei Broadcasting hitting the daily limit [7] - Hubei is focusing on assetization, securitization, and leveraging state-owned resources to deepen the management reform of state assets [7] - As of the end of September, the total state-owned assets in Wuhan exceeded 6 trillion, with significant asset revitalization achieved [7] Apple Supply Chain - The Apple supply chain saw a substantial increase, with stocks like Huanyu Electronics and Yutong Technology hitting the daily limit [10] - Apple shares rose by 3.94%, reaching a historical high [10] - Counterpoint Research reported that early sales of the iPhone 17 series were strong, with sales 14% higher than the iPhone 16 series [10][12]

Core Viewpoint - The strategic cooperation agreement signed between the municipal government and China National New Holding Co., Ltd. aims to enhance practical cooperation, focusing on various sectors to foster new productive forces in Hangzhou and build a modern industrial system [1]. Group 1: Agreement Details - The agreement emphasizes deepening cooperation in areas such as fund investment, state-owned enterprise reform, equity operations, asset management, financial services, overseas investment, integration of industry, academia, and research, as well as health, education, and cultural tourism [1]. - The signing was witnessed by key officials including the Secretary of the Municipal Party Committee and the Chairman of China National New Holding Co., Ltd. [2]. Group 2: Objectives and Goals - The collaboration aims to leverage complementary advantages and jointly promote the development of a higher-level innovative and vibrant city in Hangzhou [1].

Market Overview - The market experienced fluctuations throughout the day, with the ChiNext Index leading the decline. Nuclear power and controllable nuclear fusion concepts surged, with over ten stocks including China Nuclear Technology and Ha Welding Technology hitting the daily limit. The IP economy concept was also active, with stocks like Yuanwanggu and Jinghua Laser reaching their limits. Conversely, the pharmaceutical sector saw a collective adjustment, with Haichen Pharmaceutical dropping nearly 10%. Overall, more than 3,800 stocks in the Shanghai and Shenzhen markets rose, with a total transaction volume of 1.03 trillion [1]. Key Highlights Nuclear Fusion - The nuclear fusion sector continued to rise, with stocks like Shangwei Co. and Ha Welding Technology achieving consecutive limit-ups. The catalyst for this surge was an executive order signed by Trump, which mandates the Department of Energy to promote the construction of ten large reactors by 2030 and provide financing support for upgrades to existing reactors. This news led to a collective rise in U.S. nuclear power stocks [4][6]. - The Chinese government has shown strong support for the development of fourth-generation nuclear power technology and small modular reactors, with significant progress reported in domestic projects like the BEST fusion energy experimental device [6]. State-Owned Enterprises and Reform - Stocks related to the Chinese Academy of Sciences and state-owned enterprise reforms performed well, with companies like China Science Communication and Inspur Software hitting their limits. A strategic restructuring announcement between Zhongke Shuguang and Haiguang Information was made, aiming to optimize the industrial layout from chips to software [7][9]. Autonomous Driving - The autonomous driving sector saw significant gains, with companies like Tongda Electric and Yunnai Power reaching their limits. Key industry developments included Tesla's upcoming Robotaxi service launch and Waymo's successful completion of 10 million rides. Additionally, the domestic autonomous driving company, Pony.ai, reported a staggering 395% increase in its stock price over the past month [11][13]. - Analysts predict explosive growth in the low-speed unmanned logistics vehicle market, with potential delivery volumes reaching thousands of units by 2025, driven by cost reductions and policy support [12]. Other Active Sectors - The IP economy, consumer goods, and artificial intelligence sectors showed localized activity, while the chemical, restructuring, and pharmaceutical sectors faced declines [13].