From October 20 to 22 along the banks of Shanghai's Huangpu River, the 2026 Sustainable Global Leaders Conference returns once again. Nobel Prize and Turing Award winners will take the stage to discuss the future and trends of technology, and the internet-famous professor who "rescues" people from anxiety and the era of involution — Macfarlane — will hold a live dialogue with Xiang Biao!
Limited seats available, first come first served. Let us embark together on this journey toward sustainability! [Click to register] [Market Dynamics] Iranian Revolutionary Guard Corps Spokesperson: Iran Is Prepared to Respond to Any New Aggression On local time October 14, Iranian Islamic Revolutionary Guard Corps spokesperson Mohebbi stated that although launching a new war against Iran would be illogical for the United States, it remains highly likely. Iran is fully prepared and will respond to any new aggression with even greater force. Should war break out, the United States will pay an even more painful price. He also stated that claims by US officials about divisions and lack of cooperation among Iranian leaders are completely false, and their purpose is merely to cover up America's failures in war.
Iran's Revolutionary Guard Claims "Round-the-Clock" Monitoring of the Strait of Hormuz On the evening of October 13, Commander of the Iranian Islamic Revolutionary Guard Corps Navy Ali Azmayi said in an interview with Iran's state broadcaster that US claims about the Strait of Hormuz being in an open state are "completely inconsistent" with the actual situation. He said the Revolutionary Guard Navy is monitoring the Persian Gulf and the Strait of Hormuz "around the clock," and any vessel attempting to pass through these waterways "must obtain permission." Any vessel that attempts to violate shipping regulations due to US "deception or provocation" will face a decisive response from Iran.
Two Cargo Ships Attacked and Sunk Within 24 Hours! Strait of Hormuz Situation Continues to Escalate Since the start of the US-Iran war, although dozens of ships have been attacked by Iran in and around the Strait of Hormuz, resulting in vessel damage and fires, total loss sinkings have remained very rare. However, within the past 24 hours, two UAE cargo ships sank after being attacked in the Strait of Hormuz. As Iran intensifies its attacks, the severity of related incidents has further escalated, with the frequency and scale of attacks rising to levels unseen since the war began.
Latest US Inflation Data Released, Fed October Rate Hike Odds Soar On the evening of October 14, data released by the United States showed that the US September unadjusted CPI rose 3.7% year-on-year, the highest since May this year, against an expectation of 3.6%; month-on-month it rose 0.6%, the highest since April this year, in line with expectations. Core CPI rose 2.6% year-on-year, against an expectation of 2.5%; month-on-month it rose 0.3%, against an expectation of 0.2%. After the data was released, traders increased their bets on a Fed rate hike in October, while also expecting the Fed to raise rates three more times by the end of 2027.
September CPI and PPI Year-on-Year Increases Both Expanded, Fourth-Quarter Recovery Trend Expected to Continue Affected by factors such as rising energy prices, both September CPI and PPI year-on-year increases expanded, with PPI growth hitting a nearly four-year high, showing an overall moderate recovery in prices. Analysts expect this recovery trend to continue into the fourth quarter. Data released by the National Bureau of Statistics on October 14 showed: September CPI rose 0.9% year-on-year, with the increase expanding by 0.1 percentage point from the previous month; core CPI, excluding food and energy prices, rose 1.0% year-on-year, with the increase unchanged from the previous month.
Central Bank: Broad Money (M2) Balance at End of September 359.63 Trillion Yuan, Up 7.2% Year-on-Year Preliminary statistics show that at the end of September 2026, the stock of social financing scale was 468.17 trillion yuan, up 7.1% year-on-year. Among this, the balance of RMB loans to the real economy was 279.9 trillion yuan, up 4.8% year-on-year; the balance of foreign currency loans to the real economy converted into RMB was 1.25 trillion yuan, up 6.4% year-on-year; the balance of entrusted loans was 11.34 trillion yuan, up 1.5% year-on-year; the balance of trust loans was 4.53 trillion yuan, up 0.7% year-on-year; the balance of undiscounted bankers' acceptances was 2.22 trillion yuan, down 8.8% year-on-year; the balance of corporate bonds was 36.62 trillion yuan, up 9.3% year-on-year; the balance of government bonds was 105.23 trillion yuan, up 13.7% year-on-year; the balance of domestic stocks of non-financial enterprises was 12.73 trillion yuan, up 5.8% year-on-year.
China-EU Consultations Reach Consensus, CAAM and Multiple Automakers Jointly Respond Geely Holding Group, the China Association of Automobile Manufacturers, Chery Automobile, BYD and others successively issued statements regarding the China-EU consultation consensus on hybrid and electric vehicles, all expressing welcome and support for the positive results achieved in the consultations. Recently, the second regular meeting of the China-EU Trade and Investment Consultation Mechanism was successfully held in Beijing. Both sides conducted intensive and constructive consultations around multiple key economic and trade cooperation topics, forming multiple positive outcomes and practical consensus.
Russian Presidential Representative: First Batch of Diesel Supply Contracts to the US to Be Signed in Coming Days Russian Presidential Special Representative Kirill Dmitriev said on October 14 that Russia and the United States are expected to sign the first batch of contracts for diesel supplies to the United States in the coming days. According to TASS, Dmitriev attended a related event at the "Russian Energy Week" forum that day. When asked when the first contracts would be signed and when deliveries would begin, he replied: "Everything will happen in the coming days."
On-Site Test of Gold Accumulation Services at 20 Banks: Transaction Costs Can Differ by Up to 6 Times! Recently, Industrial and Commercial Bank of China, Bank of China, China CITIC Bank, Bank of Nanjing and other institutions launched phased promotions for gold accumulation services, attracting investors through fee discounts and per-gram reductions. What is the current fee level in the gold accumulation market? What are the transaction costs of each bank's products? Based on the development of gold accumulation services, a reporter from National Business Daily conducted an on-site test of 20 mainstream banks, covering large state-owned banks, joint-stock banks and leading city commercial banks. Overall, bank gold accumulation charging models mainly fall into two types: first, buy/sell handling fees; second, bid-ask spreads, namely the difference between buying and selling quotes.
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Top Trending: Chow Sang Sang Jewelry Heist in Hong Kong On October 14, the topic "Chow Sang Sang Jewelry Heist in Hong Kong" topped Weibo's hot search list, drawing widespread attention from netizens. According to multiple media reports, a jewelry robbery occurred in Tai Po, Hong Kong. At around 3 p.m. on October 14, a man aged about 40 entered a gold shop at 70 Kwong Fuk Road pretending to be a customer, claiming he wanted to buy a gold chain. The staff, unaware of the deception, took out a gold chain weighing more than one tael and worth about HK$70,000 for him to try on. Unexpectedly, the man snatched the gold chain and fled through the door.
Apple Market Cap Milestone: Closing Above $5 Trillion for the First Time Apple's closing market capitalization yesterday (October 14) stood above $5 trillion for the first time (at current exchange rates, about 33.53 trillion yuan), making it the second company globally after Nvidia to reach this milestone. Previously, Apple's stock price briefly rose to $342.89 during intraday trading on July 28, 2026 (at current exchange rates, about 2,299 yuan), with market capitalization breaking through $5 trillion (reaching a maximum of about $5.036 trillion). This was the first time in its history that it touched a $5 trillion market capitalization "intraday." However, by the close that day, the stock price fell back to $340.08 (at current exchange rates, about 2,280 yuan), and the closing market capitalization dropped back below $5 trillion.
Chabaidao Issues Late-Night Announcement in Response: Fully Cooperating with Hong Kong SFC On the evening of October 14, Chabaidao issued an announcement stating that the company's board of directors noted that the Hong Kong Securities and Futures Commission had suspended trading of the company's H shares starting at 9:00 a.m. on October 13. The Hong Kong SFC said it was concerned that the company's initial public offering may have been artificially manipulated to create a false appearance of demand for the shares. The company's board of directors attaches great importance to this matter and firmly believes that compliance with all laws and regulations applicable to the company is essential. Therefore, the company is urgently seeking legal advice regarding this directive and will work to address and resolve the matters of concern to the Hong Kong SFC. The company is committed to fully cooperating with the Hong Kong SFC in handling any of its concerns and will publish further announcements in due course. The company confirms that the group's business operations remain normal, and as of the date of this announcement, there have been no material changes in the group's business operations.
More Than 150 Apps Refuse to Connect to Doubao Phone Assistant, Including DeepSeek, WeChat, Taobao and Others (Full List Attached) On October 14, according to content officially released by Doubao Phone Assistant, after the 30-day public notice period for the "Screen Automation Operation Declaration Protocol" (SAEP) ends, GUI automation operation capabilities for third-party applications will be gradually opened, limited to applications that have not declared refusal. After the public notice period ends, developers may still declare refusal. For applications that declare refusal, Doubao Phone Assistant will not perform related operations.
Industry Hotspots
Competition for Terminal Definition Rights Brings a New Game to the Agent Phone Industry
Mass Training of AI "Renovation Teams" Unleashes AI Dividends Across Industries
ChangXin Technology's New Architecture Shakes the Memory Market, Overseas Leaders' Monopoly Barriers Face Revaluation
AI Hardware Demand Continues to Materialize, Multiple Computing Power Listed Companies Forecast Positive Third-Quarter Results
Global Smart Home Track Accelerates Transformation, Domestic Supply Chain Welcomes Incremental Opportunities
Market Strategy
Huayuan Securities stated that AI video is gradually extending from "traffic-driven" areas such as micro-short dramas and animated dramas, centered on low-cost material production and improved ad delivery efficiency, toward "content-driven" areas such as medium- and long-form dramas and films. AI film and television is evolving toward platform-based and serialized content supply. As AI video generation capabilities continue to improve, industry value is expected to move from "producing more materials" to "producing higher-quality content," further opening content supply space for genres such as science fiction, mythology and history, and the pace of industrial implementation is expected to accelerate further.
Guosen Securities analyzed that the weakness in A-share broad-based technology indices is mainly due to the fact that core heavyweights within the sector have not yet seen synchronized recovery. Looking ahead, for the A-share technology sector to stage a catch-up rally, three major catalysts need to resonate: new logic emerging on the industry side, driving upward revisions in expectations for AI demand and computing power investment;筹码 fully cleared and selling pressure released; and US bond yields falling, easing liquidity pressure.
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Announcement Briefs
Performance
Rongsheng Petrochemical (002493): First three quarters net profit expected to increase 777.93%–822.95% year-on-year
WUS Printed Circuit: First three quarters net profit expected to increase 100.54%–109.74% year-on-year
Yuanda Holdings: First three quarters net profit expected to increase 890%–1018% year-on-year
Jiayuan Technology: First three quarters net profit expected to increase 1196.6%–1318.92% year-on-year, with significant growth in copper foil product output and sales
Oriental Zirconium: First three quarters net profit expected to increase 261.93%–365.34% year-on-year
Huatong Cable: First three quarters net profit expected to increase 86.53%–117.62% year-on-year
Unisplendour: First three quarters net profit expected to increase 72.38%–117.97% year-on-year
Dexin Technology: First three quarters net profit expected to increase 75.09%–126.27% year-on-year
Chongda Technology: First three quarters net profit expected to increase 89.73%–118.43% year-on-year
Huakai Yibai: First three quarters net profit expected to increase 456.61%–517.33% year-on-year
Jinlu Electronics: First three quarters net profit expected to increase 192.88%–218.92% year-on-year
Hunan Development: First three quarters net profit expected to increase 290.45%–352.92% year-on-year
Fospoly Technology: First three quarters net profit expected to increase 367.7%–445.65% year-on-year
Shida Shenghua: First three quarters expected profit of 540 million–580 million yuan, turning profitable year-on-year
Defu Technology: First three quarters net profit expected to increase 560.72%–620.78% year-on-year
Satellite Chemical: First three quarters net profit expected to increase 131.69%–158.32% year-on-year
Increases/Decreases in Holdings
Jiehuate: Concert party of controlling shareholder plans to increase holdings by 80 million to 160 million yuan
Jinlita: Chairman plans to reduce holdings by no more than 0.2152% of company shares
Fenda Technology: Controlling shareholder and concert parties plan to jointly reduce holdings by no more than 3% of company shares
Buybacks
Oppein Home: Plans to repurchase shares for 100 million–200 million yuan
Sanhuan Group: Plans to repurchase company shares for 250 million–500 million yuan
Contract Awards
China Metallurgical: Newly signed contracts from January to September totaled 519.17 billion yuan
OCT A: September contracted sales amount 730 million yuan
Shenhao Technology: Shenhao Intelligent Computing becomes computing power service provider for Company A and provides cluster computing power services
Equity Changes
East: Plans to transfer 51% equity of controlling subsidiary Aishente via listing
Xi'an Catering: Plans to transfer 100% equity of Dongda Rongdi via listing
Other
Dongcheng Pharmaceutical: Terminates spin-off of Lannacheng for listing on the Hong Kong Stock Exchange Main Board
Past Review
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