Group 1 - The State Council will hold a press conference on September 22, 2025, to discuss the achievements of the financial industry during the 14th Five-Year Plan period, featuring key officials from the People's Bank of China and financial regulatory bodies [2][4] - Four companies, including Fudan Zhuhua and Creative Information, will be subject to risk warnings due to financial fraud, leading to a one-day suspension on September 22 and subsequent "ST" designation starting September 23 [2][5] - The automatic driving company Pony.ai announced a partnership with ComfortDelGro in Singapore to deploy autonomous vehicles and related services, expanding its operational footprint [2][12] Group 2 - The 11th batch of national drug centralized procurement was released, focusing on stabilizing clinical quality and preventing price wars, which is expected to improve the profitability of pharmaceutical companies [10] - The global and Chinese Robotaxi service market is projected to reach $2.9 billion and $1.6 billion by 2025, respectively, with significant growth anticipated by 2035 [12] - The establishment of a laser fusion power plant in Shanghai is expected to create a trillion-dollar industry chain, benefiting upstream and midstream companies involved in nuclear fusion [14][15] Group 3 - Sunflower plans to acquire 100% of Xipu Materials and 40% of Beid Pharmaceutical, entering the high-end semiconductor materials sector, which will create a second growth curve for the company [17] - Brother Technology's subsidiary received a drug registration certificate for its iodine injection solution, which is now officially approved for sale in China [17] - Zhongyou Engineering signed an EPC contract worth $513 million for an LNG pipeline project in the UAE, which is expected to positively impact the company's revenue and profits over the next few years [17]

丨 2025年9月22日星期一丨 点评：理想汽车超充网络在过去三个月显著扩张，新增768座超充站并加速布局5C超充技术，体现其补 能体系战略升级。该举措有望强化品牌电动化竞争力，带动新能源汽车产业链相关企业关注度提升，尤 其是充电设施及零部件供应商。对股市整体而言，新能源基础设施建设的提速或进一步提振市场对绿色 交通板块的信心，推动资本向可持续能源领域倾斜。 NO.1 广汽品牌及首批埃安车型进入葡萄牙市场 9月21日消息，广汽已于近日正式将广汽品牌及其首批埃安车型引入葡萄牙市场。葡萄牙是广汽在欧洲 正式上市的第二个市场，当地发售的首款车型为AION V。根据规划，截至今年底，广汽将进入欧洲超 十个国家。 点评：广汽进军葡萄牙市场，标志着其欧洲战略再落一子，继前期布局后欧洲国家覆盖加速推进。此举 有望提升广汽品牌在国际市场的能见度，强化其全球化形象，对整车制造及新能源汽车板块带来积极预 期。海外扩张步伐加快，不仅为广汽带来新增量空间，亦侧面印证中国智造新能源汽车的竞争力，或提 振市场对汽车板块整体出海潜力的关注度。 NO.2 小马智行与新加坡交通运营商合作部署自动驾驶 自动驾驶公司小马智行9月20日宣布正式进入 ...