MarsBit Reports Key A-Share Pre-Market News for October 30

Huo Xing Finance News, October 30: Pre-market headlines for A-shares: 1. The Fifth Plenary Session of the 20th Central Committee of the Communist Party of China was held in Beijing from October 26 to 29, 2026. The session decided that the 21st National Congress of the Communist Party of China will be convened in the second half of 2027 in Beijing. 2. The European Union is considering extending the trade understanding reached with China in the hybrid vehicle sector to other areas such as chemicals. In response, the Ministry of Commerce stated that if the EU insists on imposing discriminatory restrictions on Chinese products, China will take all necessary measures to firmly safeguard its own interests and the legitimate rights and interests of its enterprises. 3. The U.S. Department of Homeland Security announced the addition of three Chinese entities to the entity list under the Uyghur Forced Labor Prevention Act. The Ministry of Commerce responded by strongly condemning and firmly opposing this move, stating that China will take necessary measures to safeguard its own interests. 4. Four ministries jointly issued a notice on further enhancing the liberalization and facilitation of trade in Hainan Free Trade Port, proposing 16 specific measures across three areas: promoting the optimization and upgrading of goods trade, facilitating free and convenient service trade, and innovating new forms and models of trade. 5. The state continues to implement temporary price controls on refined oil products. According to the current pricing mechanism, domestic gasoline and diesel prices were scheduled to rise by RMB 440 and RMB 420 per ton respectively as of 24:00 on October 29; after adjustment, the actual increases were RMB 345 and RMB 335 per ton, equivalent to increases of RMB 0.26, RMB 0.28, and RMB 0.28 per liter for 92-octane gasoline, 95-octane gasoline, and 0-number diesel, respectively. 6. The Ministry of Industry and Information Technology convened a symposium on accelerating the construction and development of a new generation of communication networks, requiring coordinated advancement in the construction of basic networks, space networks, international networks, and integrated networks, addressing multiple supporting factors such as land use, electricity supply, pipelines, corridors, and frequency allocation, while optimizing policies related to project support, performance evaluation, incentives, fiscal funding, and financial support. 7. The China Index Academy released a report stating that since October, second-hand home transactions have remained active, while the new home market continues to adjust. According to CII data monitoring, from October 1–28, second-hand residential transactions in 20 key cities increased by 20% year-over-year, with an expanding pace compared to last month; new residential sales area in 30 key cities declined by 13% year-over-year. 8. The first batch of actively managed ETFs began fundraising on October 23. As of 15:00 on October 29, nine actively managed ETFs on the Shanghai Stock Exchange completed fundraising with total subscription funds exceeding RMB 19.5 billion and actual funds raised amounting to RMB 18 billion (with each ETF capped at RMB 2 billion). Some actively managed ETFs have already commenced portfolio construction. 9. The SSE Science and Technology Chip ETF (588200) is set to go global via the Shanghai-Hong Kong ETF Link Program. The Hong Kong Exchange’s linked fund tracking this ETF has been approved as of October 28 and is expected to list on the Hong Kong Stock Exchange on November 6, enabling overseas investors to directly trade科创板 chip industry assets through the Hong Kong market. 10. The third-quarter financial reports for “Yi Zhongtian” companies have all been released. Zhongji Chuangchuang reported a net profit of RMB 8.587 billion for Q3, up 173.74% year-over-year; Xinyisheng reported a net profit of RMB 3.843 billion for Q3, up 61.15% year-over-year; Tianfu Communications reported a net profit of RMB 879 million for Q3, up 55.30% year-over-year. Since Q3, the optical module sector has experienced a correction. According to disclosures from the top ten circulating shareholders, insurance funds and public mutual funds increased their positions against the trend, while “individual investor” Zhang Jianping exited the top ten circulating shareholders list of Zhongji Chuangchuang. 11. U.S. major indices closed lower: Dow Jones fell 0.25% to 52,342.56; S&P 500 fell 0.3% to 7,720.39; Nasdaq fell 1.38% to 26,184.72. 12. European major indices closed higher: Germany’s DAX rose 1.31% to 26,039.68; France’s CAC40 rose 1.05% to 7,970.00; UK’s FTSE 100 rose 0.26% to 10,722.07. 13. U.S. crude oil futures rose 0.08% to $102.86 per barrel; Brent crude futures fell 0.04% to $111.60 per barrel. 14. International precious metals futures generally declined: COMEX gold futures fell 0.45% to $4,033.30 per ounce; COMEX silver futures fell 2.69% to $52.22 per ounce. 15. Driven by AI investment momentum, U.S. Q3 real GDP annualized quarterly growth reached 3.4%, surpassing market expectations and marking the fastest pace in a year. Data also showed that U.S. core PCE price index rose 3.1% year-over-year and 0.3% month-over-month in September, both in line with expectations. Initial jobless claims last week decreased by 1,000 to 194,000, below the expected 199,000. 16. Intel shares plunged over 20% after hours due to quarterly revenue guidance below analyst expectations amid weak demand for PC processors and supply chain issues affecting high-margin data center components. 17. Amazon shares dropped as much as 12% after hours as the company spent over $77 billion on property and equipment in Q3—far exceeding analyst estimates—accelerating data center construction to meet AI service demand; this massive spending led to a free cash outflow of $42.4 billion for Amazon. 18. SanDisk forecasts Q2 revenue between $12.2 billion and $12.6 billion (estimate: $12.1 billion); adjusted gross margin between 84.5% and 85.5% (estimate: 84.8%); adjusted EPS between $55 and $57 (estimate: $52.72). 19. Samsung Electronics reported a Q3 operating profit of KRW 107.44 trillion, up 783.1% year-over-year; sales rose 126.9% to KRW 195.25 trillion—both marking their highest quarterly levels for four consecutive quarters; net profit rose 514.6% year-over-year to KRW 75.14 trillion but fell short of market expectations. 20. Sources revealed that the U.S. Department of Justice has initiated inquiries into NVIDIA’s proposed $12.93 billion acquisition of the open-source platform Hugging Face to assess its potential impact on competition in the AI sector. 21. Tencent officially launched Buddy One, a cross-app AI collaboration system for individual users, integrating Tencent Docs, Tencent Meeting, Tencent Cloud Drive, ima, and other office collaboration products under a shared WorkBuddy Agent foundation with unified accounts and a unified points pool; memory sharing is planned for future implementation. 22. Affected by declines in China and Middle Eastern markets, Toyota’s global vehicle sales in September fell 2.2% year-over-year to 860,000 units—the third consecutive monthly decline—while sales in China dropped 19.7%, marking the eighth consecutive month of decline; sales in the Middle East plunged by 29.8%. 23. U.S. food delivery platform DoorDash has agreed to acquire grocery delivery platform Instacart for $17 billion, with approximately 75% paid in cash and the remainder in DoorDash stock.(Kegubao Report)