每经记者 刘明涛 每经编辑 肖芮冬 上周（10月27日~31日），A股市场呈现明显的结构性分化特征，受科技股回调以及港股市场承压影 响，每经品牌100指数冲高回落，周跌1.48%，以1204.11点报收。 有市场人士分析指出，在政策支持和流动性宽松的背景下，市场有望延续结构性行情。 成分股方面，多数成分股上周出现调整，中国外运周涨幅为9.61%，潍柴动力、古井贡酒等另外13只成 分股的周涨幅也均超过2%。周市值增长方面，中国银行、中国石油、美的集团、宁德时代、紫金矿业 以及海尔智家的周市值增长均超过100亿元。 上周，《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》全文发布。其中，在建设现 代化产业体系方面，进一步明确了传统行业优化提升将聚焦于产业链自主可控、数智化转型、产业布局 转移等方面；新兴产业的培育壮大重点提及新能源、新材料、航空航天、低空经济等；未来产业则重点 提及量子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移动通信等。这意味着相关 领域的发展将在"十五五"期间迎来政策端的重点支持。 同时，证监会主席吴清在"2025金融街论坛年会"上表示，将进一步深化投融资综合改革。 ...

Core Viewpoint - Weichai Power's stock has risen over 4% due to favorable policies supporting the scrapping and updating of old operational trucks, which is expected to boost performance in the LNG heavy truck engine sector [1] Group 1: Policy Impact - The Ministry of Transport, National Development and Reform Commission, and Ministry of Finance have issued a notice to support the scrapping and updating of National III and IV emission standard operational trucks [1] - The new guidelines for phasing out old trucks include LNG heavy trucks, which will directly benefit Weichai Power due to its competitive position and significant market share in the LNG heavy truck engine sector [1] Group 2: Market and Performance Outlook - Morgan Stanley's report indicates that the policy will stimulate an increase in the penetration rate of LNG heavy trucks by 2025 [1] - Haitong Securities highlights that large-bore diesel engines serve as an important backup power source for AIDC, with rapid industry growth driven by AI infrastructure investments [1] - Weichai Power is recognized as a leading manufacturer of large-bore diesel engines, with ongoing investments in R&D and market development, enhancing its global competitiveness [1] - The company is expected to benefit from domestic substitution trends, leading to performance growth in the context of a rapidly developing downstream market [1]