MarsBit Reports Key A-Share Pre-Market News for November 6

Huoxing Finance News, November 6: Pre-market highlights for A-shares: 1. He Lifeng, member of the Political Bureau of the CPC Central Committee and Vice Premier of the State Council, conducted research in Beijing from November 4 to 5. He emphasized strengthening the deep integration of scientific and technological innovation with industrial innovation to promote sustained, high-quality economic development. He also stressed increasing financial support and resource guarantees for areas such as artificial intelligence and computing network construction, balancing innovation-driven development with risk prevention, and orderly expanding investment in new infrastructure. 2. At a regular press conference on the 5th, Huang Ling, spokesperson for the Ministry of Commerce, responded to questions regarding imports of U.S. agricultural products, stating that China has always maintained an open attitude toward increasing purchases from the U.S., provided that the mutually agreed “$30 billion for $30 billion” tariff reduction arrangement is implemented. She expressed hope that both sides would work together to create more favorable conditions for agricultural trade by jointly lowering tariffs, reducing non-tariff barriers, and expanding market access. 3. Overnight, U.S. equities suffered a historic plunge, with all three major indices sharply declining: the Dow Jones fell 3.44%, the Nasdaq dropped 5.52%, and the S&P 500 slid 4.35%. The Philadelphia Semiconductor Index tumbled over 12%, marking its largest single-day decline since 2020; the AI supply chain was severely hit, with SanDisk falling over 22%, Western Digital and Micron Technology dropping over 17%, and NVIDIA sliding more than 9%. 4. Over the past month, several broad-market ETFs have more than doubled in size. The E Fund CSI 300 ETF’s latest scale reached RMB 105.064 billion, a 106% increase since October 8 and surpassing the RMB 100 billion threshold; the Southern CSI 1000 ETF grew to RMB 52.368 billion, up 150%; and the China Asset Management SSE 50 ETF reached RMB 47.848 billion, up 136%. 5. To establish a unified identification system for robotic products, standardize manufacturing practices, and support safe governance in the robotics industry, the Department of Equipment Industry I of the Ministry of Industry and Information Technology has drafted the “Interim Measures for the Management of Robot Product Identification Codes (Draft for Public Comments)” and is seeking public feedback. 6. According to Xinhua News Agency, a relevant official from the National Radio and Television Administration reiterated on the 5th in Beijing that the Administration’s stance on the relationship between live-action micro-dramas and AI-generated micro-dramas is clear: support live-action dramas while regulating AI dramas. 7. According to China National Radio’s Financial Channel, the Shanghai Stock Exchange recently held two thematic seminars on mergers and acquisitions—one for listed companies and another for market institutions—inviting representatives from seven listed firms and seven securities, appraisal, venture capital, and insurance institutions to discuss topics including resolving同业竞争 among central SOEs, cross-industry M&A for transformation and upgrading, innovative payment structures, valuation of tech enterprises, and M&A insurance credit enhancement mechanisms, aiming to help listed companies better utilize M&A tools to enhance quality and efficiency. 8. Price increases in the dye industry continue. Following earlier price hikes for intermediates such as reductive agents and H-acid, Zhejiang Longsheng recently issued a price adjustment notice, raising active dye prices effective November 1 by RMB 3,000–5,000 per ton depending on product type. Additionally, Yabang Co. adjusted prices twice in October, and Nantong Longrun Chemical recently issued a price increase notice. 9. According to the National Energy Administration, China’s hydrogen industry attracted total investments of RMB 28.7 billion in the first three quarters of this year, a year-over-year increase of 108%—doubling in scale. To date, cumulative annual production capacity from renewable energy-based hydrogen projects in China has exceeded 350,000 tons, accounting for over 50% of global capacity. 10. The official 2027 holiday schedule was released on the afternoon of the 5th: Spring Festival will run from February 5 (New Year’s Eve) to February 13 (the eighth day of the first lunar month), totaling nine days of combined holidays—the longest Spring Festival break in history, matching 2026. New Year’s Day, Qingming Festival, and weekends will naturally align without adjustment; Dragon Boat Festival and Mid-Autumn Festival both fall on Wednesdays with no adjustments—making this the year with the least holiday shifting in recent memory. 11. Super Fusion’s ChiNext IPO will be reviewed on November 12. 12. Jinghe Integrated Circuit announced plans to increase capital in Jingyi Integrated Circuit by RMB 9.1 billion alongside Hefei Construction Investment and Hefei Qinhe. 13. BeiGene announced a net profit of RMB 2.785 billion for the third quarter, up 304% year-over-year and 67% quarter-over-quarter. On the same day, it raised its revenue forecast for 2026 to between RMB 46.3 billion and RMB 47 billion. (Reported by Kegubao)