【导读】上午A股三大股指收跌，新能源板块集体爆发，AI应用概念股活跃，创新药强势反 弹；科技板块回调，CPO概念股大跌，存储芯片概念股走弱 中国基金报记者 张舟 伙伴们，今天是10月最后一个交易日了，基金君和你一起关注今天上午的市场行情。 10月31日上午，A股三大股指集体低开，盘初震荡拉升后低走。截至午间收盘，沪指报 3961.62点，跌0.63%，深证成指跌0.62%，创业板指跌1.49%。 | : 3986.74 | 今开:3985.06 | 成交量：4.55亿手 | 换手:1. | | --- | --- | --- | --- | | €: 3957.10 | 昨收:3986.90 | 成交额:6970.91亿 | 量比:1. | | 周最高： 4025.70 | 上涨:1088 | 振幅: 0.74% | 平盘:4 | | 周最低： 3040.69 | 下跌： 602 | 总市值: 63.96万亿 | | 沪深两市半日成交额为1.56万亿元，较上个交易日放量274亿元。个股涨多跌少，市场共 3826只个股上涨，59只个股涨停，1497只个股下跌。 从板块看，新能源板块集体爆发，电池板块多日上涨，锂 ...

1、长江电力：前三季度净利润同比增长0.60% 长江电力(600900.SH)发布2025年第三季度报告，前三季度实现营业收入657.41亿元，同比下降0.89%；归属于上市公司股东的净利润为281.93亿元，同比增长0.60%。第三季度实现营业收 2、比亚迪：前三季度营收为5662.66亿元 同比增长12.75% 比亚迪(002594.SZ)发布2025年第三季度报告，前三季度营收为5662.66亿元，同比增长12.75%。 3、中国人保：前三季度净利润同比增长28.9% 今日聚焦 中国人保(601319.SH)发布2025年第三季度报告，第三季度营业总收入为1969.76亿元，同比增长11.1%；归属于母公司股东的净利润为202.92亿元，同比增长48.7%。前三季度营业总收入 4、五粮液：第三季度营业收入同比下降52.66% 净利润同比下降65.62% 五粮液(000858.SZ)公告称，公司发布2025年第三季度报告，第三季度营收为81.74亿元，同比下降52.66%；净利润为20.19亿元，同比下降65.62%。前三季度营收为609.45亿元，同比下 5、洋河股份：第三季度净亏损3.69亿元 白酒产 ...

天合光能(688599.SH)公告，公司控股子公司江苏天合储能有限公司("天合储能")近日与欧洲区域客户签 订了超1GWh的储能产品销售合同。该项目采用的Elementa2Pro产品为公司新一代柔性储能电池舱，场 站能量密度提升12%;搭载AI智能液冷，实现舱内温差≤2.5℃，荣获行业首款UL Vmark验证;同时采用风 液混动技术和长寿命电芯能进一步降低度电成本。 ...

Major Events - Vanke A's largest shareholder, Shenzhen Metro Group, plans to provide a loan of up to 2.2 billion yuan to the company for repaying bond principal and interest, with a term of no more than 3 years and an interest rate reduced by 66 basis points from the 1-year LPR [4] - *ST Chuangxing's chairman, Liu Peng, has been arrested for suspected criminal activities, but the company's operations remain normal under the management of the executive team [5] - Shannon Chip's chairman, Huang Zewei, has been elected following the resignation of the previous chairman, Fan Yongwu [6][7] - China Coal Energy has invested 1 billion yuan in a state-owned strategic emerging industry fund, which has a total size of 51 billion yuan, aimed at expanding its industrial cooperation ecosystem [8] - Da'an Gene's board has authorized management to sell part of its stock assets, with a limit of 1% through centralized bidding and 2% through block trading [9] - Kaineng Health plans to acquire several subsidiaries of Yuaneng Group to strengthen its investment in the cell industry, aiming to create a second growth curve [10] - David Medical's subsidiary has received a medical device registration certificate for a disposable lung nodule positioning puncture needle [11] Performance Overview - Saisir reported a Q3 net profit of 2.371 billion yuan, a year-on-year decrease of 1.74%, with a revenue of 48.133 billion yuan, up 15.75% [12][13] - Upwind New Materials achieved a Q3 net profit of 30.6473 million yuan, a year-on-year increase of 49.66% [14] - Youzu Network's Q3 net profit surged by 4466.74% to 26.1999 million yuan [15] - Zhongji Xuchuang's Q3 net profit increased by 124.98% to 3.137 billion yuan [16] - SAIC Motor's Q3 net profit reached 2.083 billion yuan, up 644.88% [17] - China Life's Q3 net profit was 126.873 billion yuan, a year-on-year increase of 91.5% [18] - Pingtan Development's Q3 net profit grew by 1970.63% to 16.1449 million yuan [19] - Huatai Securities reported a Q3 net profit of 5.183 billion yuan, down 28.11% [20] - Yanzhou Coal's Q3 net profit decreased by 36.60% to 2.288 billion yuan [21] - Dongwu Securities' Q3 net profit increased by 50.56% to 1.003 billion yuan [22] - Dongxing Securities' Q3 net profit surged by 112.67% to 780 million yuan [23] -招商证券's Q3 net profit increased by 53.45% to 3.686 billion yuan [24] - Agricultural Bank's Q3 net profit was 81.349 billion yuan, up 3.66% [25] - Industrial and Commercial Bank's Q3 net profit reached 101.805 billion yuan, a year-on-year increase of 3.29% [26] - Shenghe Resources reported a Q3 net profit growth of 748.07% [28] -引力传媒's Q3 net profit increased by 167.91% to 442.85 million yuan [29] - China Duty Free's Q3 net profit decreased by 28.94% to 452 million yuan [30] - Luzhou Laojiao's Q3 net profit decreased by 13.07% to 3.099 billion yuan [31] - Everbright Securities' Q3 net profit increased by 65.88% to 999.5 million yuan [32] - Gujing Gongjiu's Q3 net profit decreased by 74.56% to 299 million yuan [33] - Longi Green Energy reported a Q3 net loss of 834 million yuan [34] - New Hope's Q3 net profit decreased by 99.63% to 512.55 million yuan [35] - Wealth Trend's Q3 net profit increased by 76.93% to 77.1855 million yuan [36] - Hunan Silver's Q3 net profit increased by 47.51% to 96.3611 million yuan [37] - Spring Airlines' Q3 net profit decreased by 6.17% to 1.167 billion yuan [38] - Litong Electronics' Q3 net profit surged by 1432.90% to 165 million yuan [39] - Baosteel's Q3 net profit increased by 130.31% to 3.081 billion yuan [40] - Juxing Technology's Q3 net profit increased by 18.96% to 882 million yuan [42] - Wanda Film's Q3 net profit increased by 319.92% [43] - COSCO Shipping's Q3 net profit decreased by 29% [44] - China Petroleum's Q3 net profit was 42.29 billion yuan, down 3.9% [45] - JA Solar reported a Q3 net loss of 3.553 billion yuan [46] - BOE Technology's Q3 net profit increased by 32.07% to 1.355 billion yuan [47] - BYD's Q3 net profit decreased by 32.60% to 7.823 billion yuan [48] - Guotai Junan's Q3 net profit increased by 40.60% to 6.337 billion yuan [50] - Jianghuai Automobile reported a Q3 net loss of 661 million yuan [51] - Zhezhong Co.'s Q3 net profit increased by 5282.88% to 206 million yuan [52] - Yonghui Supermarket reported a Q3 net loss of 469 million yuan [53] Shareholding Changes - Ruisheng Intelligent's shareholder plans to reduce its stake by up to 3% [54] Share Buybacks - SF Holding has adjusted its share buyback plan to a total amount of not less than 1.5 billion yuan and not more than 3 billion yuan [55][56] - Changying Precision has raised its share buyback price limit to 50 yuan per share [57] Major Contracts - Trina Solar signed a sales contract for over 1 GWh of energy storage products with a European customer [58]