中国每周展望 - 交易周缩短,市场上涨 2 - 4%;四中全会将于 10 月 20 - 23 日召开;8 月工业利润激增;9 月 PMI 喜忧参半
2025-10-09 02:00
4 October 2025 | 2:28AM HKT Portfolio Strategy Research CHINA WEEKLY KICKSTART Markets gained 2-4% in a shortened trading week; 4th Plenum to be held Oct 20-23; Industrial profits surged in August; Mixed PMIs in September MXCN rallied 4.0% this week, led by Retailing/Materials (+8.9%/+8.1%). CSI300 gained 2.0% in a shortened trading week heading into the National Day Holiday. The nationwide railway carried over 23mn passengers on Oct 1, a record-high in terms of daily volume. The CPCCC 4th Plenum will be he ...