上周A股 过去一周（10月27日—10月31日），三大股指集体上涨。截至10月31日收盘，上证指数周涨幅0.11%， 报3954.79点；深证成指周涨幅0.67%，报13378.21点；创业板指周涨幅0.50%，报3187.53点。 具体来看，约52%的个股周内实现上涨，142股周涨超15%，15股跌幅超15%。电力设备、有色金属、钢 铁、基础化工等板块涨幅居前，通信、美容护理、银行、电子等板块跌幅居前。 | 名称 | 最新点位 | 涨跌幅 | | --- | --- | --- | | 上证指数 | 3954.79 | +4.48(0.11%) | | 深证指数 | 13378.21 | +89.03(0.67%) | | 创业板指 | 3187.53 | +15.96(0.5%) | | | 日期:10月27日-10月31日 制图:21投资通 | | 周五外盘 纽约股市三大股指10月31日上涨。截至10月31日收盘，道琼斯工业平均指数比前一交易日上涨40.75 点，收于47562.87点，涨幅为0.09%；标准普尔500种股票指数上涨17.86点，收于6840.20点，涨幅为 0.26%；纳斯达克综合指数 ...

Company Developments - Ansys China issued a notice to clients stating that the claims made by Nexperia Netherlands regarding the local management's failure to comply with contract payment terms are completely unfounded and maliciously defame Ansys China's management. Ansys China asserts that it has not defaulted on any obligations; rather, Nexperia Netherlands currently owes ATGD a total of 1 billion RMB [2] - BYD reported that its new energy vehicle sales reached 3,701,852 units in the first ten months, marking a year-on-year increase of 13.88%. In October, the total installed capacity of new energy vehicle power batteries and energy storage batteries was approximately 27.362 GWh, with a cumulative total of about 230.613 GWh [6] - Seres announced that its new energy vehicle sales in October were 51,456 units, reflecting a year-on-year increase of 42.89%. The cumulative sales for the year reached 356,085 units, showing a year-on-year growth of 0.95% [6] - Betta Pharmaceuticals has reached a strategic cooperation agreement with Shengsi Bio, acquiring exclusive general agency rights for a recombinant coagulation factor product [6] - OpenAI has officially lifted the invitation code restrictions for its AI video generation tool Sora 2, making it available for download to users in the United States, Canada, Japan, and South Korea. Users can now access it directly through the Apple App Store and log in using their ChatGPT accounts [6] Industry Insights - The China Securities Association reported that as of October 31, a total of 5,446 listed companies in China's domestic stock market disclosed their Q3 2025 reports. The data shows that in the first three quarters, these companies achieved a total operating income of 53.46 trillion RMB and a net profit of 4.70 trillion RMB, representing year-on-year growth of 1.36% and 5.50%, respectively [4] - The A-share market has maintained a strong performance since October, with foreign institutional research remaining active. Companies such as Huaming Equipment, United Imaging Healthcare, Lens Technology, and others have garnered high attention from foreign investors, particularly in high-growth sectors like AI, robotics, and high-end manufacturing [4][5] - The overall trend for November is expected to remain upward, with brokerages favoring sectors such as technology and energy resources. The focus is on low-valuation sectors with profit recovery expectations, while technology growth remains a key area for investment [5]

1、东土科技：拟购买高威科100%股份，股票复牌。高威科长期为制造业客户提供自动化控制解决方案 服务，业务覆盖新能源电池、光伏、汽车、消费电子、环保、印刷包装等制造业细分行业。 2、威高血净：拟购买山东威高普瑞医药包装有限公司100%股权，股票复牌。 一、停复牌 5、新时达：人形机器人已在海尔重庆冰箱工厂现场产线完成部署。 3、中元股份：实际控制人将变更为朱双全、朱顺全及朱梦茜，股票复牌。 4、共进股份：公司控股股东将变更为唐山工控，股票复牌。 二、并购重组 蓝科高新：重大资产重组方案变更为拟收购中国空分51%股权。 三、投资合作、经营状况 1、天华新能：实际控制人裴振华、容建芬夫妇拟向宁德时代转让12.95%股份，转让价格较收盘价折价 19%。 2、盛新锂能：拟引入中创新航和华友控股集团作为战略投资者，募资不超过32亿元。 3、万科A：与深铁集团签署框架协议，约定深铁集团向公司提供不超过220亿元借款额度。 4、震裕科技：拟21.1亿元投建人形机器人精密模组及零部件等项目。 6、平治信息：投资的未来伙伴已推出智能机器人系列产品。 7、乐普医疗：子公司与丹麦Sidera签署授权许可协议，获9.99%股权及累计 ...

【赛力斯：10月新能源汽车销量同比增长42.89%】 | | | 11月2日重要公告摘要 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 今日聚焦 | | | | | 万科A 赛力斯 | 与深铁集团签署框架协议 约定深铁集团向公司提供不超过220亿元借款额度 10月新能源汽车销量同比增长42.89% | | | 比亚迪 | 前10月新能源汽车销量同比增长13.88% | | | 上汽集团 | 10月份新能源汽车销量同比增长31.58% | | | 贝达药业 | 与晟斯生物达成战略合作 取得重组凝血因子产品独家总经销权 | | 增减持&回购 | 津膜科技 | 股东计划减持不超过3%公司股份 | | 经营&业绩 | 北汽蓝谷 | 子公司10月份销量同比增长112. 02% | | 其他 | 伟明环保 | 入选印度尼西亚废物转化能源项目选定供应商名单 | 今日聚焦 【万科A：与深铁集团签署框架协议 约定深铁集团向公司提供不超过220亿元借款额度】 万科A公告，公司于2025年11月2日与第一大股东深圳市地铁集团有限公司（简称"深铁集团"）签署《关于股东借 款及资产担保的框架协议 ...

Group 1 - The core business of the company is the research, production, and sales of blood products, not involving vaccine business [1] - The company operates in the blood products industry [1] - The company has three main categories of products on the market: human albumin, human immunoglobulin, and human coagulation factors, along with recombinant coagulation factor products [1]

Group 1 - The company does not engage in vaccine development, specifically for HIV vaccines [2] - The main business of the company is the research, production, and sales of blood products [2] - The company operates in the blood products industry, with key products including human albumin, human immunoglobulin, and human coagulation factors, as well as recombinant coagulation factor products [2]