出品丨21财经客户端 21世纪经济报道 编辑丨刘雪莹 刚刚，粤港澳代表团一起入场 直击十五运开幕式：黄阁麒麟舞将首次亮相，观众能量包揭秘 21社论丨十五运会展现粤港澳大湾区创新活力 SFC 21君荐读 视频编辑丨杨浩凯 记者丨陈梦璇 11月9日，中华人民共和国第十五届运动会开幕式在广东奥林匹克体育中心举行。三台优必选 全自主具身智能人形机器人Walker S2，代表粤港澳三地，敲响广州南越王墓出土的8件战国青 铜句鑃，带来一场相隔两千多年的梦幻对话，正式拉开十五运会开幕式文体展演的大幕。 ...

Investment Rating - The report maintains a "Recommended" rating for the new materials industry [1]. Core Insights - The new materials sector is positioned for accelerated growth due to rapid downstream demand, supported by policy backing and technological breakthroughs. It is identified as a foundational industry that underpins other sectors, including electronics, renewable energy, biotechnology, and environmental protection [4]. Summary by Sections 1. Electronic Information Sector - Focus areas include semiconductor materials, display materials, and 5G materials [5]. - The AI IaaS market in China is projected to grow by 122.4% year-on-year in the first half of 2025, reaching a market size of 19.87 billion yuan. The GenAI IaaS market is expected to grow by 219.3%, while OtherAI IaaS is projected to decline by 14.1% [6][23]. 2. Aerospace Sector - Key materials of interest are PI films, precision ceramics, and carbon fibers [8]. - A new assembly line for Airbus A320 aircraft in Tianjin is set to commence operations in early 2026 [9]. 3. New Energy Sector - Focus on photovoltaic materials, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials [10]. - The domestic market for battery recycling is expected to exceed 100 billion yuan by 2030, with a projected recycling volume of over 300,000 tons in 2024 [10]. 4. Biotechnology Sector - Key areas include synthetic biology and scientific services [11]. - A development plan aims to enhance the quality of listed companies in Shenzhen, targeting a total market value exceeding 20 trillion yuan by 2027 [12]. 5. Energy Conservation and Environmental Protection Sector - Focus on adsorbent resins, membrane materials, and biodegradable plastics [13]. - A plan to establish an ecological environment rights trading platform in Hubei aims for completion by 2027 [14]. 6. Key Companies and Profit Forecasts - Notable companies include Ruihua Tai, Guangwei Composite, and others, with various EPS and PE ratios forecasted for 2024-2026 [15]. - For instance, Guangwei Composite is projected to have an EPS of 0.89 in 2024, with a PE ratio of 32.16 [15]. 7. Industry Dynamics - The new materials industry is expected to enter a prosperous cycle driven by downstream applications [14]. - The report emphasizes the importance of identifying companies with strong R&D capabilities and excellent management within the core supply chain [4].

Group 1 - The core point of the news is that despite a significant drop in the stock price of Pop Mart by 16.34%, southbound funds are actively buying the stock, indicating a potential opportunity for investors [1][5]. - Southbound funds have recorded a net inflow of 172.77 billion HKD this week, marking a decrease of 61.68% compared to the previous week, and have seen continuous inflows for 23 weeks [2]. - Pop Mart's market capitalization has fallen below 310 billion HKD, yet it attracted a net purchase of 15.25 billion HKD from southbound funds [5]. Group 2 - In the latest quarterly report, Pop Mart's overall revenue is expected to grow by 245%-250% compared to the same quarter in 2024, with domestic revenue increasing by 185%-190% and overseas revenue by 365%-370% [5]. - The semiconductor sector has shown strong performance, with notable increases in stock prices for companies like SMIC and Hua Hong Semiconductor, while Pop Mart and other stocks have experienced declines [4]. - China National Offshore Oil Corporation (CNOOC) has seen a significant increase in holdings from southbound funds, with a net purchase of 31.38 billion HKD this week, reflecting a positive sentiment towards the company [2].

每经编辑｜张喜威 王瀚黎 1 中国共产党第二十届中央委员会第四次 议于10月20日至23日在北京召开 2 中国三季度GDP等数据将公布 3 国家统计局公布70个大中城市住宅销" 度报告 4 中国10月一年、五年期贷款市场报价 将公布 1 铁证如山！美方网攻我国授时中心过程公布 10月19日上午，国家安全机关披露了美国国家安全局（以下简称NSA）对国家授时中心（以下简称"授时中心"）实施重大网络攻击活动。国家互联网应急中 心（CNCERT）通过分析研判和追踪溯源得出此次攻击事件的整体情况。2022年3月起，NSA利用某国外品牌手机短信服务漏洞，秘密监控10余名国家授时 中心工作人员，非法窃取手机通讯录、短信、相册、位置信息等数据。2023年4月起，NSA在"三角测量"行动曝光前，多次于北京时间凌晨，利用在某国外 品牌手机中窃取的登录凭证入侵国家授时中心计算机，刺探内部网络建设情况。2023年8月至2024年6月，NSA针对性部署新型网络作战平台，对国家授时中 心多个内部业务系统实施渗透活动，并企图向高精度地基授时导航系统等重大科技基础设施发动攻击。（央视新闻） 2 人民币，大消息！ 据《金融时报》10月19日消 ...

Core Insights - UBTECH Robotics, known as the "first humanoid robot stock," has won a significant contract for the procurement and installation of intelligent data collection and testing center equipment in Guangxi, amounting to 126 million yuan [1] - The project involves UBTECH's latest autonomous humanoid robot, Walker S2, which features self-replaceable batteries, with delivery expected to be completed within 2025 after contract signing [1] - This contract follows a record-breaking 250 million yuan order received in September and several other multi-million yuan contracts, marking another major win for UBTECH [1] - To date, the Walker series humanoid robots have secured over 630 million yuan in orders for the year [1]