A · Important
[Reminder of important events in the capital market next week: The Financial Street Forum opens tomorrow, and Pan Gongsheng, Ding Xiangqun, Wu Qing, and Zhu Hexin will give keynote speeches] 1. The National Bureau of Statistics will release economic data such as third quarter GDP, September industrial added value, fixed asset investment, and social spending on October 19. On the same day, the National Bureau of Statistics will also release a monthly report on the sales price index of commercial housing in 70 large and medium-sized cities. 2. On October 20, the 1-year and 5-year loan prime rates (LPR) will be announced. In September, the 1-year LPR was 3.0%, and the 5-year and above LPR was 3.5%, which has remained stable for 16 consecutive months. 3. Next week (October 19th to October 23rd), a total of 46 companies will gradually lift their restricted shares, with a total of 2.489 billion shares lifted. Calculated based on the closing price on October 16th, the total market value of the lifted shares is 100.425 billion yuan. The top three companies in terms of market value after the lifting of the ban are: CSSC Special Gas (59.558 billion yuan), Qizhong Technology (10.989 billion yuan), and Runben Shares (6.088 billion yuan). 4. Two new stocks will be issued next week, including one on the Shenzhen Stock Exchange and one on the Beijing Stock Exchange. Specifically, Crown New Materials was issued on October 19, and Tianyuan Heavy Industry was issued on October 20. 5. The 2026 Financial Street Forum Annual Meeting is scheduled to be held in Beijing Financial Street from October 19th to 22nd. Pan Gongsheng, Governor of the People's Bank of China, Ding Xiangqun, Director of the State Financial Supervision Administration, Wu Qing, Chairman of the China Securities Regulatory Commission, and Zhu Hexin, Director of the State Administration of Foreign Exchange will attend the 2026 Financial Street Forum Annual Meeting and deliver keynote speeches. 6. The 33rd Asia-Pacific Economic Cooperation (APEC) Finance Ministers’ Meeting will be held in Hong Kong, China from October 20 to 21. China's Minister of Finance Lan Fo'an will lead the Chinese delegation to attend and preside over the meeting, and Vice Minister Liao Min will speak on behalf of China. 7. The 19th China-EU Investment, Trade and Science and Technology Cooperation Fair was held from October 21st to 23rd at the China-Europe Center in Chengdu. 8. The World Intelligent and Connected Vehicle Conference will be held on October 21, the same day as the European Conference, focusing on autonomous driving and vehicle-road-cloud integration, and paying attention to the implementation and standards of high-end smart driving. 9. Nvidia’s official website shows that the GTC AI Conference will be held in Berlin from October 20 to 22, and Huang Renxun will deliver a keynote speech on the 21st. In addition, German Chancellor Mertz will meet with Huang Renxun on the evening of October 19. The topic will be directed to the German AI industry computing power cooperation, focusing on the new architecture and the scale of European cooperation. 10. The RISC-V China Summit will be held in Shenzhen from October 18th to 20th, focusing on the open source instruction set ecology and the progress of domestic substitution. 11. The Global Developers Pioneer Conference and Embodied Intelligence Skills Competition was held in Zhangjiang, Shanghai from October 23 to 25, bringing together more than 300 robotics companies and more than 200 teams. 12. Moderna and Merck will announce detailed phase III data on the personalized mRNA cancer vaccine combined with Keytruda in the treatment of postoperative melanoma on the 24th. 13. Many European countries have begun to implement winter time, and the trading hours of European financial markets and the release of economic data will be delayed by one hour compared to daylight saving time. 14. SpaceX will announce its second financial report after listing next Tuesday after the market closes. The market expects that its adjusted earnings per share will turn positive for the first time. Meta will announce its third-quarter results after the market close next Wednesday, local time, becoming an important window for observing the return on AI investment of large technology companies. 15. Lam Group and Texas Instruments will also disclose their results after the market closes next Wednesday, followed by Western Digital after the market closes next Thursday. The three companies provide windows into fab equipment investment, industrial and automotive chip demand, and the data storage market respectively. Procter & Gamble and American Express, which will debut next Thursday and Friday, will provide clues to observe the resilience of consumption. 16. Ningde Times will disclose its third quarterly report next week. Power battery and energy storage shipments are the anchors to verify the global new energy boom; Cambrian, Haiguang Information, Ping An Bank, and Tianqi Lithium will take over. On the Hong Kong stock market, China Mobile and China Telecom released their rankings this week. 17. South Korea’s third-quarter results period will officially start the week of October 19. The recent sharp retracement of memory chip stocks is creating mid-term buying opportunities. Samsung Electronics’ complete third-quarter financial report and conference call are scheduled for October 29, and SK Hynix’s third-quarter financial report and legal conference are expected to be released on October 28.
🕐 2026-10-18 21:46

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