[Today’s investment public opinion hot spots] 1) Solid-state batteries: Seven departments jointly formulated the "15th Five-Year Plan for the Development of New Battery Industry", and all-solid-state batteries will initially achieve large-scale application by 2030. 2) Pan-consumption: The National Development and Reform Commission and the Ministry of Finance issued the fourth batch of 62.5 billion yuan of ultra-long-term special treasury bonds to local governments this year to support the trade-in of consumer goods. 3) Oil and gas related: Data show that the average revenue of VLCC in the third quarter reached US$270,000/day, and after entering early October, the revenue of some routes has exceeded US$1.6 million/day. 4) PCB: The latest industry survey shows that NVIDIA has begun testing cloth-free CCL based on hydrocarbon resin (HC), switching to HC hydrocarbon based + a small amount of PTFE modification.