A[26 "Xinwen Lianbo" important news items for Saturday, October 10th] October 10th, the main contents of today's "Xinwen Lianbo" are:
1. [New ideas lead a new journey] Solve problems from the source and bottom to consolidate the foundation of a technologically powerful nation;
2. [Continue the spirit of the Long March and forge ahead on the journey of rejuvenation] Guizhou: inherit the red gene and write a new chapter of high-quality development;
3. [The "15th Five-Year Plan" has started well and started well] Implement the employment priority strategy and build a strong social security network;
4. Leading indicators release positive signals, and the economic recovery continues to consolidate;
5. [On the Field of Hope] The national autumn grain harvest is more than halfway progressed, and autumn and winter planting are starting one after another;
6. During the National Day holiday, service consumption demand is strong and commodity consumption has a good growth momentum;
7. The population of migratory birds in China is growing steadily;
8. The State Council Information Office held a meeting with Chinese and foreign journalists titled "Strugglers on the New Journey";
9. The Chinese sports delegation for the 5th Asian Para Games was established today;
10. The "National Disability Prevention Action Plan (2026-2030)" is issued;
11. Promulgation of regulations on the development and management of property insurance products;
12. Railways across the country will implement a new freight train operation chart from today;
13. China successfully launched 27 sets of satellite Internet low-orbit satellites;
14. “Fatong”, a national foreign-related legal service platform, was officially launched online;
15. During the National Day, the safety situation of special tourism-related equipment across the country is generally stable;
16. Yanwei 1000 kV UHV project was completed and put into operation;
17. Xinjiang cotton has entered the intensive harvesting period, and the harvesting progress is nearly half;
18. The 35th TV Drama "Feitian Awards" and the 29th TV Literature and Art "Starlight Awards" awards ceremony were held in Yantai;
19. The CCTV 2027 "Brand Power Strategy" co-construction action and the CCTV National Brand Credible Corpus Platform were launched;
20. Japanese civil society groups submitted a petition to oppose the government’s arms expansion. International figures: Be wary of Japan breaking through the post-war system and threatening regional and global security;
21. Russia will supply oil to the United States and the global market. The United States will relax diesel trade sanctions on Russia. The President of Ukraine said that relaxing sanctions on Russia without any preconditions is obvious weakness;
22. The Saudi-led coalition said it destroyed 136 targets of the Houthi armed forces;
23. Iran stated that it will not be limited to cracking down on illegal ships in the strait;
24. The Afghan prosecutor said that the co-pilot of Dubai Airlines attempted a suicide terrorist attack;
25. A 7.6-magnitude earthquake occurred in Panama, and the tremor was clearly felt in the capital;
26. The hurricane made landfall in Florida, and hundreds of thousands of customers were without power. B[South Korea's self-developed rocket "World" carries out its fifth launch] October 7th, according to the Korea Aerospace Administration's news on the 7th, South Korea's self-developed launch vehicle "World" successfully launched for the fifth time, and all 15 satellites carried by the rocket were successfully separated. At 12:25 local time on the 7th (11:25 Beijing time), the "World" was launched from the Naro Space Center in Gaoke County, Jeollanam-do, South Korea, and subsequently sent 5 earth observation satellites and 10 cubesats into predetermined orbits. According to the Korea Aerospace Administration, South Korea plans to build an earth observation satellite constellation NEONSAT consisting of 10 satellites. The five earth observation satellites launched this time will complete the constellation network with the five satellites planned to be launched next year. "World" is a three-stage launch vehicle weighing about 200 tons. It can send 1.5-ton satellites to an orbit 600 to 800 kilometers above the ground. "World" was launched for the first time in October 2021, but failed to put the model satellite into the intended orbit. Three launches in 2022, 2023, and 2025 respectively successfully put the satellites into orbit. B[Satellite images show that part of the Saudi East-West oil pipeline has resumed operation] September 30th, according to US news on the 29th, satellite images analyzed by the ship tracking agency Kepler showed that since the 27th, a total of 9 oil tankers have loaded about 12.5 million barrels of crude oil on the Red Sea coast, and 3 of them have completed loading in the past 24 hours. It is reported that this is the "strongest" indication at present that the Saudi East-West oil pipeline has "at least partially" resumed operation. In addition, two people familiar with the pipeline repairs but not authorized to speak publicly about the matter said that Saudi Arabia has restored oil output to about 3.5 million barrels per day. The Saudi Ministry of Energy and Saudi Aramco, which operates the East-West oil pipeline, have not yet made a statement on the pipeline's resumption of operation. The Saudi Ministry of Energy said on the 11th that the country's east-west oil pipeline was attacked multiple times on the morning of the 10th and the pipeline was preventively closed. The total length of this pipeline is more than 1,200 kilometers, with a peak daily average transportation capacity of 7 million barrels, of which 5 million barrels can be exported. (CCTV News) B[National Bureau of Statistics: The non-manufacturing business activity index was 50.2% in September, an increase of 1.2 percentage points from the previous month] On September 30, the National Bureau of Statistics reported that in September, the non-manufacturing business activity index was 50.2%, an increase of 1.2 percentage points from the previous month, returning to the expansion range, and the non-manufacturing business boom level improved significantly. The service industry business activity index rose to expansion territory. The service industry business activity index was 50.2%, an increase of 0.9 percentage points from the previous month, rising above the critical point, and the service industry market activity rebounded. From an industry perspective, the business activity index in industries such as telecommunications, radio, television, and satellite transmission services, monetary and financial services, and insurance are all above 55.0%, which is in a relatively prosperous range. The total business volume of related enterprises continues to grow rapidly; the business activity index in industries such as capital market services and real estate is running at a low level. The service industry business activity expectation index is 55.5%, and the recent development expectations of the service industry continue to improve. A[Reminder of important events in the capital market next week: China’s PMI data for September will be released. A-share markets will be closed from October 1 to October 7]
1. The National Bureau of Statistics announced the official manufacturing PMI for September on September 30, which was 49.8 in August. The non-manufacturing and comprehensive PMI were released on the same day. The National Bureau of Statistics announced on September 28 that the profits of industrial enterprises above designated size in August were up 11.2% year-on-year in July, and the cumulative profit from January to August was 17.6% year-on-year.
2. In the three trading days after the Mid-Autumn Festival holiday (September 28th to 30th), A-shares ushered in a climax of unbanning. A total of 59 stocks were facing unbanning, with a total of 14.781 billion shares and a market value of over 100 billion yuan. The market values of the four stocks of Air China Cargo, Suneng, Xinke Mobile-U and Haitong Development all exceeded 10 billion yuan, which were approximately 22.107 billion yuan, 21.554 billion yuan, 17.258 billion yuan, and 12.530 billion yuan respectively.
3. Next week (September 28-October 2), 2 new stocks will be issued, including 1 on the GEM and 1 on the Beijing Stock Exchange. Specifically, the stocks issued on September 28 were Southern Dairy and Lianya Pharmaceutical.
4. The A-share market will be closed from October 1 to October 7, and will open on October 8; the Hong Kong stock market will be closed for one day on October 1, and normal trading will resume on October 2. The Hong Kong Stock Connect (southbound) and Shanghai and Shenzhen Stock Connect (northbound) services will be closed from October 1 to October 7, and will be opened as usual from October 8.
5. The United States will release the September non-farm employment report on October 2. The survey expects new job creation to slow to 100,000 from 162,000 in August, and the unemployment rate is expected to be 4.2%.
6. The US PCE index will be announced on September 30. The market expects that the overall PCE growth rate in August is expected to remain at 3.7% year-on-year, and the core PCE growth rate is expected to remain at 3.3%.
7. The OpenAI annual developer conference was held in San Francisco on September 29. CEO Sam Alter delivered an opening keynote speech. The event will also cover APIs, development tools, technology demonstrations, and developer workshops.
8. The 14th flight test of "Starship" is scheduled to be launched next Monday (September 28). The spacecraft will also try to deploy 26 new-generation Starlink satellites (Starlink V3).
9. U.S. President Trump, House Speaker Mike Johnson and CEOs of multiple technology companies are expected to hold a meeting on artificial intelligence. The market is paying attention to further signals on U.S. AI policy and regulatory direction.
10. Tesla plans to officially display the new generation Roadster on October 1, which has been delayed for many years. The new car may be equipped with a cold-air propulsion system from SpaceX, which also attracted a lot of attention to the speculation that "Tesla's new car can fly."
11. SpaceX plans to use Falcon 9 to carry out the NASA Crew-13 manned mission. Google will send a prototype satellite equipped with self-developed TPU into orbit, verifying the ability of TPU to operate in the space environment for the first time.
12. Micron will announce its fourth quarter results for fiscal year 2026 after the market closes next Wednesday. The financial report will become an important window to observe the prosperity of DRAM, HBM and even the entire AI data center industry chain. B[China launches development of dedicated satellite for commercial aerospace breeding] September 27th, according to Shaanxi’s announcement, the Shaanxi Provincial Aerospace Breeding Engineering Technology Research Center and China Satellite Technology Group Co., Ltd. recently signed a cooperation agreement at Xi’an University of Arts and Sciences to jointly build a joint laboratory for space biological mutagenesis in space, and announced the launch of the development of China’s first dedicated satellite for commercial aerospace breeding. This means that in the future, seeds will have their own "special car" to "travel" in space. It is reported that after the completion of the Space Biological Space Mutagenesis Joint Laboratory, it will open experimental resources to scientific research institutes and breeding units across the country, build an open and shared aerospace breeding innovation platform, promote joint training of talents and joint application of scientific research projects, accelerate the transformation of scientific and technological achievements, promote aerospace breeding technology to serve rural revitalization and modern agricultural development, and contribute to the innovation of China's seed industry. B[Russia claims to control multiple residential areas, Ukraine claims to have launched multiple attacks] On September 27, the Russian Ministry of Defense issued a battle report on the 26th stating that in the past 24 hours, the Russian army controlled a total of three residential areas in the Sumy area and the Kharkiv area. The battle report stated that the Russian army carried out attacks on Ukrainian transportation infrastructure targets, temporary deployment points of Ukrainian troops and foreign mercenaries in 152 areas. The Russian army also attacked a data processing center in Kiev, which provides mobile Internet and "Starlink" satellite communication system operation support for the Ukrainian armed forces. As of 8:00 on the 26th, Russian air defense forces shot down 645 Ukrainian drones in Belgorod, Bryansk and other places and over the Black Sea. The General Staff of the Ukrainian Armed Forces stated on the 26th that a total of 205 battles occurred in the frontline areas in the past day. The Ukrainian air force, missile force and artillery attacked three Russian drone command and launch points, six artillery systems and one ammunition depot. In the past day, multiple attacks were launched against the Russian army in Severo-Slobozhansk, Yuzhno-Slobozhansk, Kursk and other directions. (CCTV News) B[Ministry of Industry and Information Technology: The second satellite network coordination meeting between the competent authorities of China and Norway was successfully held] September 25th, according to the Ministry of Industry and Information Technology, from September 21st to 23rd, the Radio Administration Bureau of the Ministry of Industry and Information Technology and the Norwegian Communications Administration held the second satellite network coordination meeting between the competent authorities in Oslo, Norway. Under the framework of the International Telecommunication Union's Radio Regulations, the two parties negotiated more than 30 issues on multiple satellite systems in high and low orbits, involving fixed satellite, mobile satellite and other services, covering multiple frequency bands such as L, S, C, X, Ku, Ka and Q/V. The two parties fully exchanged views and reached multiple consensuses, and jointly signed the minutes of the meeting. The successful holding of this meeting promoted the compatibility and sharing of frequency orbits between the satellite systems of the two countries, helped accelerate the international coordination process of China's satellite network frequencies, and promoted the construction of China's aerospace engineering.
At this meeting, the Chinese delegation was composed of the Radio Administration Bureau of the Ministry of Industry and Information Technology, the National Radio Spectrum Management Center, the Beijing Institute of Tracking and Communication Technology, China Satellite Network Group Co., Ltd., China Satcom Group Co., Ltd., Shanghai Yuanxin Satellite Technology Co., Ltd., and Tsinghua University. The Norwegian delegation consists of units such as the Norwegian Communications Authority, Space Norway and SpaceX Norway. B[China will appropriately advance and systematically promote the construction of new generation communication networks] September 23rd, during the "15th Five-Year Plan" period, China will seize the strategic opportunities in the construction of new generation communication networks, appropriately advance and systematically promote the construction of new generation communication networks. Yu Xiaohui, Vice Minister of the Ministry of Industry and Information Technology, said that it is necessary to adhere to application-driven, moderately advanced, and systematic promotion of the construction of new generation communication networks, promote the evolution of broadband networks to dual 10G, promote the construction of low-orbit satellite Internet systems, coordinate and optimize the layout of international sea and land networks, promote the expansion and improvement of computing power facilities, strengthen computing network collaboration and computing power interconnection, and better support the construction of integrated computing power networks. (CCTV News)
— All loaded —
