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BOE Technology Group Co., Ltd. (000725.SZ) released its financial report for the third quarter of 2025 (as of September 2025) after the A-share market closed on the evening of October 30, 2025, Beijing time. The key points are as follows: 1. Overall performance: BOE achieved a revenue of 53.3 billion yuan in the third quarter of 2025, an increase of 5.8% year-on-year. The significant rebound in the company's revenue was mainly driven by the recovery in panel prices. Due to relatively weak downstream demand, prices have started to stabilize, and the company's quarterly revenue remains around 50 billion yuan. BOE's net profit attributable to shareholders for the third quarter of 2025 was 1.36 billion yuan...

BOE VARITRONIX

BOE: Panel prices drop again, can a 1% slim profit margin hold up?

Today’s Key News Recap

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1030 ｜Dolphin Research Focus: 🐬 Macro/Industry 1. On October 29th, Eastern Time, the Federal Reserve announced its second rate cut of the year by 25 basis points, lowering the interest rate range to 3.75%-4%, and scheduled to end the balance sheet reduction on December 1st. However, the decision saw rare dissent, with one vote advocating for a 50 basis point cut and one vote opposing the rate cut. Powell stated that a rate cut in December is 'far from certain.' U.S. stocks rose first and then fell, with increased uncertainty in December's policy, coupled with high valuations in U.S. stocks, sector rotation may intensify. It is necessary to closely monitor subsequent employment and inflation data...

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Hong Kong Exchanges and Clearing (HKEX)

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BYD HK SDR 10to1

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The US-China meeting ends with market volatility; Google and Meta experience 'two different worlds' after hours | Today's Important News Recap

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GoerTek Inc. released its Q3 2025 financial report (up to September 2025) after the A-share market closed on the evening of October 24, 2025, Beijing time. The key points are as follows: 1. Overall performance: revenue &amp; gross margin, both have rebounded. ① GoerTek Inc.'s total revenue for the third quarter of 2025 was 30.6 billion yuan, a year-on-year increase of 4.4%, better than the market expectation (28 billion yuan). The growth in the company's revenue was mainly driven by downstream customers' stocking, partly in preparation for the release of new products such as iPhone, AirPods, and MR in September; ② The company's gross margin for this quarter was 12.8%...

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Xiaomi Corporation

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Perfect - CW27

GoerTek: Steady Stocking, Meta's Flat Performance, When Will VR/AR 'Make a Big Move'?

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0410｜Dolphin Research focuses on: 🐬 Macro/Industry 1. Trump's &#34;tariff attitude&#34; has undergone a major reversal, authorizing a 90-day tariff suspension for countries that do not take retaliatory actions. A White House spokesperson stated that tailored negotiations will continue. US stocks staged a violent rebound last night, and gold prices surged. It is worth mentioning that US Treasuries faced a fierce sell-off after the tariffs were implemented, reaching an extremely dangerous moment, and only after Trump's attitude reversal did the decline barely stop and begin to recover, avoiding a &#34;collapse&#34; predicament. Today, the markets in Hong Kong and A-shares are rebounding across the board, with the Shanghai Composite Index returning to 3200 points, although the situation has temporarily eased...

Trump Media & Tech

Trump Media & Tech - CW28

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Taiwan Semiconductor

The storm has temporarily subsided, will the situation reverse? | Review of today's important news

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Dolphin focuses on: 🐬 Macro/Industry 1. Today, both Hong Kong and A-shares were collectively booming, with the Shanghai Composite Index recovering above 3300 points and the Hang Seng Index rising over 2.3%. The market is buzzing with &#34;short essays,&#34; mainly focusing on: 1) Two major meetings in December, with rumors suggesting one may be held earlier, as the market speculates on expectations for economic stimulus; 2) It is rumored that the December economic meeting will expand the deficit ratio to 4.5. However, currently, there is no clear evidence supporting these messages, and the direction of sentiment remains difficult to determine...

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H World

Hong Kong, A accelerates explosion! What happened? | Today's important news review

Huatai Securities Completes the Issue of Ninth Series of Corporate Bonds

Sudden Surge in Sales of Domestic Off-Road Vehicles with Firms Targeting Younger Demographics

JPMorgan Cuts Stake in Sany Heavy Industry

Zijin Mining Plans to Issue Shares to Longjing Environmental Protection

China Construction Bank to Hold Extraordinary General Meeting to Discuss Mid-Year Dividend Distribution Plan

CITIC Financial Holdings' Subsidiaries Report Solid Profit Performance in October

Sinopec repurchased 3.172 million shares

Hengrui Medicine's Subsidiary Obtains Clinical Trial Approval for SHR-4610 Injection

China CITIC Securities International Capital Management sold 36,000 shares of Hainan Meilan International Airport Limited

SMIC's A-share stock closed down 2.19% on November 7 with net outflow from main funds

Huatai Securities Raises Rating and Target Price for BeiGene

Ping An Life Insurance Launches Yu Xiang Jinyue Series Dividend Insurance Products

ICBC to Hold Extraordinary General Meeting to Discuss Mid-Year Profit Distribution and Financial Bond Issuance Plan

China Ping An Increases Holding in CRRC H Shares to 5.18%

SMIC Plans to Issue Shares to Acquire 49% Equity in SMIC North

Ping An Insurance Reports Significant Q3 Growth

National Bureau of Statistics to Release October CPI and PPI Data

The 2nd Siming Insurance Forum opens to discuss new momentum in the insurance industry

China Life establishes new marketing service departments in Mohan and Beijicun to expand border services

China Life has reportedly become the world's largest life insurance company

$SSE Index(000001.SH)$ChiNext Composite(399102.SZ) actually opened lower, because the Saturday night session was up 2.3%.North Korea and South Korea, as well as the Taiwan Strait, have been quite unstable recently. Stimulus policies came out, but then there's geopolitical tension...$Hang Seng Index(00HSI.HK)

ChiNext Composite

Is the market going to bomb?$SSE Index(000001.SH)$Hang Seng Index(00HSI.HK)

It would be hilarious if it turns downward$SSE Index(000001.SH)

Pre-holiday red envelope, the policy finally has some substanceAs I've always said, only by taking on more debt can we eliminate debtAccording to Reuters, on September 26, two informed sources stated that as part of a new round of fiscal stimulus measures, China plans to issue approximately 2 trillion yuan (284.43 billion USD) in special sovereign bonds this year. This move will further strengthen efforts to address deflationary pressures and slowing economic growth.Sources said that as part of this plan, the Ministry of Finance intends to issue 1 trillion yuan in special sovereign bonds, primarily to stimulate consumption and address concerns about the faltering post-pandemic economic recovery.Some of the funds raised from the Ministry of Finance's special bonds will be used to increase subsidies for consumer goods trade-ins and upgrades of large commercial equipment.The first source mentioned that the proceeds will also be used to provide an allowance of about 800 yuan (approximately 114 USD) per child per month to all families with two or more children.Sources also added that China plans to raise an additional 1 trillion yuan through separate special sovereign bond issuances, with the proceeds intended to help local governments resolve debt issues.Reuters noted that most of China's fiscal stimulus is still directed toward investments, but returns are diminishing, and these expenditures have left local governments saddled with 13 trillion USD in debt. Chinese household spending accounts for less than 40% of GDP, about 20 percentage points below the global average.Sources indicated that some fiscal support measures could be announced as early as this week. As they were not authorized to speak to the media, the sources declined to be named.$SSE Index(000001.SH)$Hang Seng Index(00HSI.HK)$Hang Seng TECH Index(STECH.HK)

Hang Seng TECH Index

A long drought meets sweet rain! The heavyweight policy is to be continued! After the rise of AH shares, it's the turn of U.S.-listed Chinese concept stocks! The FTSE China A50 Index Futures expanded its gains to 6%!!! Today's financial &#34;prelude battle&#34; set a good start for the pre-holiday policy expectations. The press conference held by the State Council Information Office this morning, whether in terms of the timing, the level of attendees, or the degree of exceeding expectations in content, highlighted full &#34;sincerity&#34;: · Seizing the last time window of the third quarter is undoubtedly to buy time and stabilize the further recovery of the economy in the fourth quarter. · The heads of the three major financial departments gathered together, a level last seen possibly at the post-NPC ministerial press conference in March this year. · Directly addressing the market's most concerned issues such as capital markets, real estate, and financial risks, and centrally introducing multiple incremental policies. What most &#34;moved&#34; the market might still be the country's more supportive attitude towards the capital market. The central bank newly created two tools to support the stock market this time: the first is to create a swap facility for securities, funds, and insurance companies, with a scale of 500 billion yuan, which can be expanded in the future as needed; the second is to create a special relending facility for stock repurchases and increases, guiding banks to provide loans to listed companies and major shareholders to support repurchases and increases in stock holdings. From a specific operational perspective, stock assets have essentially become collateral for the central bank's liquidity injection and bank credit expansion, which is the first time in the history of China's monetary policy, and it is of great significance to the stock market. According to historical experience, RRR cuts are often the &#34;vanguard&#34; of a package of policies, and more follow-up policies to stabilize the economy may already be &#34;on the way.&#34; Monetary policy has shown a loosening trend, and after the fiscal stock policies are used up, fiscal loosening follow-ups may also be on the way.$Hang Seng TECH Index(STECH.HK)$Hang Seng Index(00HSI.HK)$SSE Index(000001.SH)$Direxion FTSE China Bull 3X(YINN.US) $Direxion CSI China Internet Index Bull 2X(CWEB.US)

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