Market Overview - The A-share market showed an overall upward trend last week, with major indices rebounding: CSI 300 rose by 1.6%, CSI 500 by 3.1%, CSI 1000 by 3.8%, ChiNext 50 by 4.7%, and STAR 50 by 3.2% [1][10] - The average daily trading volume in the A-share market was around 17,400 billion yuan, indicating high market investment enthusiasm [1][10] - Recent market hotspots are concentrated in AI applications, commercial aerospace, military industry, semiconductors, and innovative pharmaceuticals [1][10] Investment Recommendations - It is suggested to focus on high-growth sectors and diversify investments, utilizing ETFs to gain exposure to related products such as ChiNext 50 ETF (159949) [1][10] ChiNext 50 Index Insights - The ChiNext 50 Index serves as a direct financing platform for growth-oriented innovative enterprises, focusing on four key sectors: information technology, new energy, financial technology, and pharmaceuticals [1][11] - The index has a significant concentration in the information technology sector, comprising 46%, with 20% weight in optical modules [4][15] - The index's performance is superior in terms of optical module content, new energy photovoltaic content, and financial technology compared to the ChiNext Index and mainstream broad-based indices [3][13] Sector Analysis Technology, AI, and Communication - The optical module demand is driven by the explosive growth in AI computing power, with major companies like Google and NVIDIA significantly increasing capital expenditures [4][15] - The supply-demand tension in the optical chip industry continues, with leading companies securing production capacity through partnerships with upstream suppliers [4][15] New Energy - Recent hotspots in the new energy sector include energy storage, solid-state batteries, controllable nuclear fusion, photovoltaics, wind power, and new energy vehicles [5][15] - By the end of October, the installed capacity of solar power generation in the country increased by 43.8% year-on-year, while wind power capacity grew by 21.4% [5][15] - Global sales of new energy vehicles saw a strong growth of 31% year-on-year in Q3, with pure electric vehicles increasing by 48% [5][15] Pharmaceuticals and Biotechnology - The pharmaceutical and biotechnology sector is experiencing growth driven by policy support, technological innovation, and development in niche areas [6][16] - The oral PROTAC drug HP518 has received clinical trial approval, with no similar products available domestically or internationally [6][16] - The overall sector is becoming more active due to advancements in AI-assisted diagnostic technologies and breakthroughs in 3D printing materials compatible with the human immune system [6][16] ChiNext 50 ETF Performance - The ChiNext 50 ETF (159949) tracks the ChiNext 50 Index and focuses on high-quality leading companies in five key technology sectors: new energy vehicles, biomedicine, electronics, photovoltaics, and internet finance [7][16] - The ETF has a robust liquidity profile, with an average daily trading volume of 1.454 billion yuan over the past year, ranking among the top ETFs on the Shenzhen Stock Exchange [7][16] - The latest fund size is 25.207 billion yuan, making it one of the largest funds related to the ChiNext index [7][16] Top Holdings in ChiNext 50 ETF - The top ten weighted stocks in the ChiNext 50 ETF include: - CATL (宁德时代) - 23.99% weight, 0.86% weekly increase [8][18] - Zhongji Xuchuang (中际旭创) - 11.10% weight, 10.88% weekly increase [8][18] - Xinyi Sheng (新易盛) - 7.64% weight, 15.93% weekly increase [8][18] - Dongfang Fortune (东方财富) - 7.31% weight, 0.43% weekly increase [8][18] - Sungrow Power (阳光电源) - 6.67% weight, 8.94% weekly increase [8][18]

一、回购 纳芯微：拟以2亿元-4亿元回购公司股份。 二、并购重组 尚纬股份：拟5.2亿元增资控股四川中氟泰华新材料科技有限公司，公司将持有四川中氟泰华51%的股 权。四川中氟泰华各产品的产线目前正处于建设中，除少量双氧水业务外，尚未正式对外开展业务。 三、投资合作、经营状况 1、工业富联：网络流传相关言论不属实。公司未向市场下调第四季度利润目标，目前公司第四季度整 体经营，包括GB200、GB300等相关产品出货均按既定计划推进，客户需求持续畅旺，生产及出货一切 正常，且目前未收到任何主要客户关于调整业务模式、下修份额或价格的要求。 2、龙蟠科技：签订日常经营重大合同，相关《原协议》约定：自2025年至2030年期间，卖方合计向买 方销售15万吨磷酸铁锂正极材料产品。《补充协议二》约定：自2025年至2030年期间，卖方合计向买方 销售130万吨磷酸铁锂正极材料产品。估算总销售金额超人民币450亿元。 晚间公告 *风险提示：股市有风险，入市需谨慎 3、海创药业：口服PROTAC药物HP518片获得用于治疗晚期前列腺癌的临床试验批准，国内外暂无同 类产品获批上市。 4、盘江股份：向全资子公司增资13.34亿元用 ...