A · Important
[Reminder of important events in the capital market next week: The revision of the Shanghai Composite Composite Index Compilation Plan is about to be implemented; the financial reports of US stock technology giants are intensively released; the Federal Reserve’s October interest rate resolution will set the tone for interest rates] 1. The Shanghai Stock Exchange and China Securities Index Co., Ltd. previously issued an announcement and decided to revise some of the Shanghai Composite Series Comprehensive Index compilation plans. The revisions include: (1) increasing the weight limit rule that the weight of a single sample does not exceed 15%; (2) adjusting the elimination time of risk warning securities from "the next trading day on the second Friday of the month following the risk warning implementation date" to "the next trading day on the second Friday of the month following the risk warning announcement date." The remainder of the indexing program remains unchanged. The revision of the compilation plan for the above-mentioned indexes and derivative indexes will be implemented on October 26, 2026. 2. The third quarterly report disclosure of A-shares is coming to an end. Zhongji InnoLight (October 29), Tianfu Communications (October 28), Xinyi Sheng (October 29), Yushu Technology (October 28), Kweichow Moutai (October 30), etc. will make intensive appearances. 3. Wind data shows that next week (October 26-November 1), a total of 44 companies will gradually lift their restricted stocks, with a total of 4.142 billion shares lifted. Based on the closing price on October 23, the total market value of the lifted stocks exceeds 106 billion yuan. Judging from the market value of the lifting of the ban, October 28 was the peak period of the lifting of the ban. The total market value of the 12 companies after the lifting of the ban was 80.135 billion yuan. Calculated based on the latest closing price, the top three companies in terms of market value after the release of the ban are: Xi'an Yicai-U (60.283 billion yuan), Suochen Technology (7.3 billion yuan), and Heyuan Bio-U (6.347 billion yuan). Judging from the number of individual stocks lifted, the top three stocks with the highest number of lifted stocks are: Xi'an Yicai-U (2.837 billion shares), Heyuan Biotech-U (201 million shares), and Maiwei Biotech-U (169 million shares). 4. There will be a new stock issued next week, which is the Science and Technology Innovation Board's Collium Rui Strontium. Curium Strontium plans to publicly issue no more than 17.1286 million shares, which will be issued on October 29, with the subscription code 787827. The company is mainly engaged in the research and development, production and sales of full direct-drive CNC machine tools and CNC system products. 5. Dongshan Precision applied to issue 113.8 million shares through the Hong Kong IPO. The issue price was determined to be HK$86.80 per share. It is expected that H shares will be traded on the main board of the Stock Exchange at 9 a.m. on October 28. 6. The 2026 Satellite Internet Industry Ecology Conference will be held in Shanghai from October 27th to 29th. The main forum of the conference will release the "Shanghai Satellite Internet Industry Innovation and Development Action Plan (2027-2030)". 7. The 2026 Tencent Global Digital Ecosystem Conference will be held on October 29 at the Shenzhen International Convention and Exhibition Center. More than 100 new products and capabilities for Agent scenarios will be released, and more than 500 Agent practice cases will be displayed. 8. Google and Microsoft will announce their financial results after the U.S. stock market closes on October 28, local time, and Amazon, Intel, and SanDisk will disclose their results after the U.S. stock market closes on October 29, local time. In addition, South Korea's two major chip giants, SK Hynix and Samsung Electronics, will also announce their third-quarter results next week. 9. Apple plans to hold its second conference of the month "Pro and Tell" on October 29, launching its first touch screen MacBook Pro, new iPad mini, and 14-inch MacBook Pro and iMac equipped with M6 chips. 10. The Chinese version of Apple Intelligence will be launched in beta at the end of October and will be connected to Alibaba Qianwen, excluding Siri AI. 11. Anthropic is reported to plan to make the prospectus public as soon as the end of October and complete the IPO in mid-November. It is expected to launch a road show for institutional investors in the week of November 9. 12. The Federal Reserve FOMC will hold an interest rate meeting from October 27th to 28th and announce the latest interest rate decision at 2 a.m. Beijing time on October 29th. The market currently predicts that the Fed will "hold nothing" at its October meeting. 13. The European Central Bank will announce its interest rate decision on October 29, and the market expects that the three major interest rates in Europe will remain unchanged. 14. The Bank of Japan will announce an interest rate decision on October 30. The market expects to maintain the interest rate at 1.25%, but will release a signal to normalize monetary policy. 15. North America will start to implement winter saving time at 14:00 on November 1. Thereafter, financial market trading hours and economic data release times in the United States and Canada will be delayed by one hour compared to daylight saving time. 16. Overseas economies will release a number of important economic data. October 26: Germany's IFO business climate index in October, the United States' Chicago Fed National Activity Index in September; October 27: The United States' Conference Board Consumer Confidence Index in October; October 29: The annual rate of the US core PCE price index in September, and the initial value of the annualized quarterly rate of real GDP in the third quarter of the United States; October 30: Japan's September unemployment rate, and the initial value of the euro zone's third quarter GDP annual rate.
Global market intelligence 🕐 2026-10-25 21:01

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