【钛媒体综合】2026年11月2日，中国人民银行会同金融监管总局、中国证监会等部门先后召开证券、基金、保险公司互换便利座谈会和股票回购增持再贷款座谈会，听取金融机构业务进展及意见建议，研究部署用好用足政策工具有关工作，支持资本市场健康稳定发展。中国人民银行副行长邹澜，金融监管总局副局长丛林，中国证监会副主席刘浩凌出席会议并讲话。
会议认为，支持资本市场两项工具自2024年10月推出以来，证券、基金、保险公司互换便利已多次展期，目前余额为1050亿元，充分发挥了行业机构的专业投资能力和带动效应；政策支持下，股票回购增持贷款签约金额约4400亿元，累计发放量超2800亿元，满足上市公司市值管理的融资需求。两项工具的市场内在稳定机制作用逐步显现，行业机构稳市和上市公司市值管理的意识、能力持续提升。
会议提出，为维护资本市场稳定，提升市场韧性和信心，中国人民银行、金融监管总局、中国证监会将继续加强政策支持，进一步优化政策要素和实施细则，激励金融机构用好用足政策工具。适时开展证券、基金、保险公司互换便利操作，进一步增加参与机构数量，适当降低互换费率，优化质押和操作模式。股票回购增持再贷款政策由阶段性安排转为长期制度性安排，再贷款利率由1.25%降至1%；金融机构坚持市场化定价原则，在再贷款利率基础上合理加点并增加贷款投放。
23家证券和基金公司、26家银行参会，中金公司、国泰海通证券、中信证券、易方达基金，以及工商银行、建设银行、中信银行、兴业银行等机构代表发言。中国人民银行、金融监管总局、中国证监会、国务院国资委有关司局负责同志参会。
钛媒摘声：
从理念上看，脑电信号可被视为继自然语言之后的"第三种语言"，其本质都源于神经元活动，存在与语言对齐的可能性。但从技术实现角度，脑电信号与语言文字差异显著。语言输入具有标准化的词库和语义体系，可通过Embedding进行规范处理，而脑电信号受限于设备差异，导联数量、采样率、佩戴位置均不统一，缺乏标准化输入格式，难以直接套用现有大语言模型架构。
——潜脑科技CEO、联合创始人 赵黎明
在AI世界里，AI攻击的判定、漏洞的原则，还是要高水平黑客来帮助制定，包括智能体和模型的训练。现在各大公司也都在招募顶级黑客，所以高水平黑客的出路非常宽广。但那种“脚本小子”就不一定有出路了。很多人本来也不太会自己研究，就是利用别人的黑客工具撬门别锁。
——360集团创始人 周鸿祎
国内公司：
11月2日，近日有消息称，Meta已与中国机器人公司傅利叶合作，在大约三个月内打造出一款人形机器人原型，双方已经在开发第二个版本。这款机器人在Meta内部被称为Max，重约48公斤，用于内部研究和实验。Meta机器人产品副总裁Li-Chen Miller还在傅利叶位于上海的工厂待了近两个月。对此，傅利叶创始人、CEO顾捷回复称，暂不方便回复。
11月2日，在2026香港金融科技周开幕式上，度小满与香港科技大学、香港生成式人工智能研发中心（HKGAI）联合发布轩辕4.5金融增强大模型。据了解，轩辕4.5基于RSI技术在获客、风控、客户经营等核心金融场景中实现效果提升30%，成本仅为通用模型的10%。
11月2日，比亚迪王朝网销售事业部总经理 @比亚迪王朝路天 发文称，比亚迪王朝10月销售203040辆，环比增长14.4%，同比增长13.6%。
国外企业：
11月2日，Anthropic披露，截至2026年9月30日的三个月，公司营收同比增长1127%，旗下Claude业务营收达到170亿美元。同期，公司调整后营业利润为25亿美元，调整后营业利润率为15%；但按会计口径计算，营业亏损为5.67亿美元。此外，截至9月30日及此后，公司采购承诺及租赁协议项下的承诺支出总额约8954亿美元。
阿布扎比国家石油公司携手G42与OpenAI，推进能源业务AI整合
11月2日，据阿布扎比媒体办公室消息，阿布扎比国家石油公司（ADNOC）与人工智能公司G42于周一与OpenAI签署协议，将在其各项业务中整合先进的人工智能技术。协议签署之际，OpenAI首席执行官萨姆·奥特曼正在阿布扎比访问，于当天会见了阿布扎比王储哈立德·本·穆罕默德·阿勒纳哈扬，并出席阿联酋规模最大的石油展会ADIPEC。美国石油公司埃克森美孚石油和雪佛龙上周以安全顾虑为由，取消了高管前往阿联酋参加该活动的计划。
政策风向：
中国证监会：研究推出股债恒定比例等多资产指数基金，丰富场外中低波动型产品
11月2日，中国证监会有关部门负责人就近期稳市场稳预期相关工作答记者问。前期监管部门已宣布推出主动ETF，目前进展情况如何？下一步在丰富市场投资工具等方面还有哪些工作考虑？
答：主动ETF是基金经理依托专业投研能力自主开展选股、择时与配置，不以跟踪特定指数为目标，同时可以进行场内实时交易、实物申赎的公募基金产品，兼具普通基金主动管理和ETF交易灵活、透明度高的特点，可满足不同风险偏好投资者的需求，为市场持续引入增量资金。自今年6月份我会宣布推出主动ETF后，基金公司踊跃申报。首批18只主动ETF于10月19日注册，10月23日启动募集，整体募集态势良好。截至11月2日，合计募集资金超过350亿元，其中已有16只产品达到20亿元的单只募集规模上限并结束募集。
下一步，证监会将引导和鼓励已完成募集的18只主动ETF加快开展投资建仓。同时，持续加大权益类基金产品供给和创新力度，支持基金管理人逆周期布局。推出更多新指数股票ETF，丰富场内投资工具。研究推出股债恒定比例等多资产指数基金，丰富场外中低波动型产品，更好满足不同投资者投资需求。鼓励基金管理人发行更多浮动费率基金，进一步强化基金管理人与持有人利益相绑定。
11月2日，近日获悉，随着邮储银行官方App正式上架大额存单产品，六大行大额存单的发行已全部重启。
据了解，邮储银行于10月29日上架3个月期和6个月期共三款大额存单产品，均20万元起售。其中，两款6个月期产品年利率为1.05%，可转让；一款3个月期产品年利率为0.85%，不可转让。上述大额存单产品利率均显著高于该行同期限定期存款利率。
此前，7月1日，中国银行推出2026年第一期个人大额存单，覆盖1个月至5年各期限。随后，农业银行、建设银行、工商银行、交通银行陆续跟进上架大额存单。
11月2日，《中华人民共和国金融法（草案）》11月2日提请十四届全国人大常委会第二十五次会议二次审议。草案二审稿充实金融消费者、投资者保护内容，并对互联网营销等活动增加针对性规定。在金融消费者、投资者保护方面，草案二审稿增加规定，提供金融产品和服务，应当设定公平合理的交易条件，不得通过格式条款作出排除或者限制金融消费者、投资者权利，减轻或者免除自身责任，加重金融消费者、投资者责任等不公平、不合理的规定；金融产品和服务的营销主体应当加强客户适当性管理，按照规定了解客户的情况，如实说明金融产品和服务的内容，充分提示风险，提供与客户状况相匹配的金融产品和服务。
11月2日，中国民航局印发《民航绿色发展“十五五”实施方案》。《实施方案》明确，到2030年，民航绿色低碳转型实现突破性进展，行业碳排放总量和强度双控制度初步建成，用能结构进一步优化，降碳减污协同能力显著增强，运输航空吨公里和机场单位旅客吞吐量二氧化碳排放较“十四五”时期分别下降4%和15%，稳居全球先进行列。
国家数据局召开行业高质量数据集链主工作座谈会：摸清人工智能用数需求
11月2日，国家数据局10月28日上午组织召开行业高质量数据集建设链主工作座谈会，总结链主工作进展成效，交流经验做法，研究部署下一步重点工作。会议强调，行业高质量数据集建设要坚持“以需定供、以用促建、以评提质”原则，重点做好以下工作。一是摸清人工智能用数需求。链主单位要立足自身需求，主动拓展产业链上下游等外部需求，坚持需求导向，精准推进数据集建设。二是发挥牵引带动作用。链主单位要先行探索建立利益分配和商业回报机制，梳理行业数据地图，推动行业数据分布式汇聚，引导本行业领域的数据集登记至国家数据集管理服务系统。三是强化应用反馈。依托实际应用场景，建立数据回流和迭代优化机制，持续收集用户反馈，推动数据集动态更新，不断提升数据与应用场景的适配性。四是加强产业链协同。发挥链主单位“聚链”作用，联动产业链上下游单位，拓展合作范围，推动产业生态建设。五是推动设施接入。各链主单位要积极接入国家数据基础设施，依托设施促进数据集规模化流通和高效利用。六是优化测评服务。 推动数据集质量测评向工具化、订单化模式转变，缩短测评周期、降低测评成本，提升测评效率和交付能力。
市场监管总局等五部门：集中出台100项以上产品碳足迹国家标准并推动部分国家标准与国际标准同步研制
11月2日，市场监管总局国家发展改革委、生态环境部、工业和信息化部、国家能源局五部门印发《重点产品碳足迹标准体系建设行动方案（2026—2028年）》，聚焦能源、原材料、消费品、机械装备、交通运输工具等5个重点方向，集中出台100项以上产品碳足迹国家标准并推动部分国家标准与国际标准同步研制，实现重点基础能源、原材料以及产业链供应链带动作用明显的中间产品碳足迹国家标准基本覆盖，开展国家碳排放标准化试点，推动标准有效实施，助力建立产品碳足迹管理体系，推动重点产业绿色低碳转型。
辽宁省：到2030年全省信息通信业整体水平全面提升，建成覆盖完善、性能领先的新一代通信网
11月2日，近日，经辽宁省政府常务会审议通过，辽宁省通信管理局正式发布《辽宁省信息通信行业发展“十五五”规划》。《规划》围绕加快新型信息基础设施建设布局、提升行业监管和服务现代化水平、增强网络与数据安全保障能力、全面推进各领域数智化融合应用4个部分，部署了17项重点任务及7项专栏工程，构建涵盖行业发展、绿色发展、能力建设、应用普及共13项量化指标体系。《规划》提出，到2030年，全省信息通信业整体水平全面提升，建成覆盖完善、性能领先的新一代通信网，算力基础设施供给能力显著增强，技术产业创新成效凸显，行业治理体系敏捷高效，安全保障能力全面加强，行业融合赋能水平进一步提升。行业现代化迈出坚实步伐，有力支撑辽宁全面振兴取得新的更大突破，为到2035年基本实现信息通信行业现代化奠定坚实基础。下一步，辽宁省通信管理局将从健全统筹协调推进机制、加强要素资源保障支撑、建强高素质专业化队伍、强化规划落地实施保障等方面扎实做好《规划》宣贯落地，加快发展新质生产力，加快推进新型工业化，奋力谱写中国式现代化辽宁篇章。
股市行情：
央行：将于11月3日开展证券、基金、保险公司互换便利操作，申请额度超1000亿元
11月2日，为支持资本市场健康稳定发展，中国人民银行将于11月3日开展证券、基金、保险公司互换便利操作，互换期限1年，可视情展期。目前有31家证券、基金公司申报需求，申请额度超过1000亿元。
香港交易所旗下衍生产品结算所现接受中国国债、政策性银行债券及财政部债券作抵押品
11月2日，香港交易所今天（星期一）宣布，旗下衍生产品结算所——香港期货结算有限公司（期货结算公司）及香港联合交易所期权结算所有限公司（联交所期权结算所）——已开始接受合资格人民币定息资产作为非现金抵押品，以满足保证金要求。首日共有七间机构提交合资格债券作为抵押品，总值超过人民币四亿元。
此举让参与者可使用透过债券通「北向通」持有的中国国债及政策性银行债券，以及中华人民共和国财政部在境外发售的债券（财政部债券），满足保证金要求，而毋须出售资产或将其转换为现金。这项措施扩大了抵押品选择，有助参与者在香港交易所旗下衍生产品市场更有效地管理流动性及资金。
此举建基于香港交易所现有的人民币债券抵押品安排。场外结算公司分别于2017年及2025年开始接受财政部债券及债券通证券作为抵押品。截至2026年9月，这些债券占场外结算公司保证金总额约16%。
中上协：前三季度境内股票市场上市公司合计实现归母净利润5.1万亿元，同比增长8.5%
11月2日，中上协发布的境内股票市场上市公司2026年三季报经营业绩报告显示，前三季度，境内股票市场上市公司合计实现营业收入56.8万亿元，同比增长5.9%；实现归母净利润5.1万亿元，同比增长8.5%。全市场4079家上市公司实现盈利，营收正增长公司数量占比较去年全年提高3.8个百分点，超三成公司营收、净利双增长。沪深主板公司经营现金流保持稳健，贡献全市场营收六成增量。民营上市公司发展态势良好，营收、净利润分别增长13.5%、22.6%，营收增速较上半年进一步提升，其中208家公司实现同比扭亏。
沪市前三季度新增资产重组546家次，合计交易金额超5000亿元
11月2日，2026年前三季度，沪市新增资产重组单数546家次。其中，重大资产重组46家次，合计交易金额超5000亿元。同期，沪市250余家次新增回购计划，金额上限超720亿元，分别增长12%、24%，新增增持计划约200家次，金额上限超290亿元。其中，第三季度新增回购计划130余家次，金额上限超310亿元，分别增长2.5倍、2.0倍，新增增持计划约90余家次，同比增长2.6倍，计划金额上限超160亿元。
11月2日，宁德时代(300750.SZ)公告称，截至2026年10月31日，公司通过集中竞价交易方式累计回购A股股份1960.59万股，占公司A股总股本的0.4447%，最高成交价331.61元/股，最低成交价218.79元/股，成交总金额53.6亿元。本次回购方案拟使用资金不低于200亿元且不超过400亿元，回购股份将用于注销并减少注册资本。
迈威尔将以全股票交易收购光迅科技Lumentum，交易完成后后者股东持股约33%
11月2日，迈威尔科技（Marvell）与Lumentum达成最终协议，迈威尔将通过全股票交易收购Lumentum，交易隐含企业价值约1150亿美元，对应Lumentum每股约1132美元，较2026年10月28日两家公司股价受潜在交易传闻影响前的收盘价溢价约23.9%。
根据协议，Lumentum股东每持有1股可获得4.5股迈威尔普通股。交易完成后，迈威尔现有股东将持有合并后公司约67%的股份，Lumentum股东持股约33%。交易预计于2028年上半年完成，尚需获得双方股东及监管机构批准。迈威尔预计，此次合并每年可实现超过10亿美元的成本协同效应，并将在交易完成后第一年增厚非GAAP每股收益。合并后公司的目标市场规模预计扩大至5500亿美元。
其他重要内容：
11月2日，市场监管总局今天公布，今年第三季度，中国企业信用指数为160.62，其中，9月中国企业信用指数为161.66，信用基础持续稳固。全国企业信用水平平稳波动。第三季度中国企业信用指数较第二季度下降1.10点，9月较8月上升0.34点，企业信用水平在季度内经历阶段性回调后于季末企稳回升。
11月2日，李佳琦直播间双十一开卖千问办公Token，仅半小时就售出10万份千问办公个人会员月卡，累计约2万亿Token。
（综合自新华社、央视财经、第一财经等）
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On 2 November 2026, the People's Bank of China, together with the General Financial Supervisory Authority and the China Securities Commission, held a meeting on the exchange of securities, funds, insurance companies and stock buy-backs, as well as a meeting on re-financing, to hear the progress and advice of financial institutions, and to study the deployment of policies to support the sound and stable development of capital markets. The Vice-President of the People ' s Bank of China, Zou Lan, the Deputy Director-General of the General Financial Supervisory Authority, Jung, and the Vice-President of the CSRC, Liu Ho-Ling, attended and addressed the meeting.
It was observed that two instruments to support capital markets had been extended several times since their introduction in October 2024, with a current balance of $10.5 billion, which had enabled industry institutions to take full advantage of their professional investment capacity and leverage; and that, with policy support, stock buy-backs had been increased by approximately $440 billion, with cumulative distributions exceeding $280 billion, to meet the financing needs of market value management of listed companies. The market-based stability mechanisms within both instruments are gradually emerging, and the awareness and capacity of industry institutions to manage the market value of listed and listed companies continues to grow.
It was proposed that, in order to preserve the stability of the capital market and enhance market resilience and confidence, the People ' s Bank of China, the General Financial Supervisory Authority and the China Securities Commission would continue to strengthen policy support, further optimize policy elements and implement by-laws, and encourage financial institutions to use adequate policy instruments. (c) Conduct, at the appropriate time, the exchange of securities, funds and insurance companies, with a view to further increasing the number of participating institutions, reducing the exchange rates appropriately and optimizing the pledge and operating model. The refinancing policy shifted from a phased arrangement to a long-term institutional arrangement, with the refinancing rate reduced from 1.25 per cent to 1 per cent; financial institutions adhered to market-based pricing principles, with reasonable additions to the refinancing rate and increased lending.
Statements were made by representatives of 23 securities and funds companies, 26 banks, China Gold Corporation, Guo-Tai Hae-tung Securities, Chinese-Tai-Tai-Tung Securities, Chinese-Tai-Tai-Tung Securities and the Fulfonta Foundation, as well as by representatives of business and industry banks, construction banks, Chinese-Tino banks and the Bank of Hange. The People ' s Bank of China, the General Financial Supervisory Authority, the CSRC and the relevant departments of the State Council ' s National Investment Commission are responsible for the participation of comrades.
Titanic pick:
Conceptually, brain telecommunications can be considered as a "third language" after the natural language, the essence of which stems from neuron activity and the possibility of linguistic alignment. However, in terms of technological realization, there are significant differences between brain telecommunications and language. Language input with standardized thesaurus and semantics can be regulated through Embeding, while brain telecommunications are limited to equipment differences, there is a lack of uniformity in the number, sampling rate, wearing position, lack of standardized input formats, and it is difficult to apply the existing large language model structure directly.
Zhao Lai Ming, Co-founder
In the AI world, the determination of attacks by AI, the principle of loopholes, and high-level hackers to help develop, including training in AI agent and models. Large companies are now recruiting top-level hackers, so there is a wide range of options for high-level hackers. But the Script Boy doesn't have a way out. A lot of people don't know how to study themselves, but they use other people's hacking tools to break doors.
The founder of the 360 Group.
Domestic companies:
On 2 November, there were recent reports that Meta had worked with the Chinese robotics company, Fourier, to develop a human robot prototype within about three months and that a second version was being developed by both parties. The robot is known within Meta as Max, weighing about 48 kg, for in-house research and experiments. Li-Chen Miller, Vice President of Meta Robotics Products, also spent almost two months at the Fuliet factory in Shanghai. In response, the CEO replied that it was not in a position to respond.
On November 2, at the opening ceremony of the Hong Kong Financial Science and Technology Week, publish4.5 4.5 financial enhancements LLM were made in conjunction with the Hong Kong University of Science and Technology and the Hong Kong Creative Artificial Intelligence Research and Development Centre (HKGAI). It is known that RSI-based technology achieves a 30 per cent increase in core financial scenarios such as customer, wind and customer operations at a cost of only 10 per cent of the generic model.
On 2 November, the General Manager of the Sales Department of the Biadi Dynasty Network @Biadi Dynasty Road wrote that the Biadi Dynasty had sold 203040 units in October, an increase of 14.4 per cent over the ring, or 13.6 per cent over the same period.
Foreign enterprises:
On 2 November, Anthropic disclosed that, for the three months ending 30 September 2026, the company ' s collection had increased by 1127 per cent over the same period, and Claude ' s business account had received $17 billion under the flag. During the same period, the company ' s adjusted operating profit was $2.5 billion, with a adjusted operating profit of 15 per cent; however, the business loss was $567 million by accounting code. In addition, as at 30 September and thereafter, total expenditure on corporate procurement commitments and commitments under lease agreements amounted to $895.4 billion.
Abu Dhabi National Oil Company works with G42 and Open AI to promote AI integration of energy operations
On 2 November, according to information from the Abu Dhabi Media Office, the Abu Dhabi National Petroleum Company (ADNOC) and the artificial intelligence company G42 signed an agreement with Open AI on Monday to integrate advanced artificial intelligence technologies into their operations. At the time of the signing of the agreement, CEO Open AI Sam Otmann was visiting Abu Dhabi on the same day, meeting Crown Prince Khalid Bin Mohamed Al Nahyan of Abu Dhabi and attending the largest oil fair in the United Arab Emirates, ADIPEC. American oil companies Exxon and Chevron cancelled plans last week for executives to travel to the United Arab Emirates to participate in the event, citing security concerns.
Policy direction:
CSRC: Research on the introduction of a multi-asset index fund such as a long-suspensity ratio of equity debt, which enriches off-site medium- and low-variant products
On 2 November, the heads of the relevant departments of the CSRC responded to journalists about the work that was expected to be done in the near future to stabilize the market. The previous regulatory authorities have announced the launch of the Proactive ETF, and what progress is being made? What else does next step consider in terms of market-rich investment instruments?
Response: Active ETFs are self-selected, timed and configured by the fund manager on the basis of his or her professional ability to carry out research, without the objective of tracking specific indicators, and with real-time in-situ, in-situ, in-situ, public fund-raising products for in-situ foreclosures, as well as with the flexible and transparent nature of the General Fund ' s proactive management and ETF transactions, which meet the needs of various risk-oriented investors and provide for the continuous introduction of incremental funds to the market. Since I announced the launch of the Pro-ETF in June this year, the Foundation has been very active. The first 18 active ETFs were registered on 19 October and the collections were launched on 23 October, and the overall collection was well under way. As at 2 November, total fund-raising had exceeded 35 billion yuan, of which 16 products had reached a single ceiling of 2 billion yuan and closed the collection.
next step, the SEC will direct and encourage 18 active ETFs that have completed their collections to accelerate their investment build-up. At the same time, efforts to provide equity-type fund products and innovations have been continuously scaled up to support the countercyclical configuration of fund managers. More new indexed ETFs were introduced to enrich in-situ investment tools. Research has introduced multi-asset index funds such as a fixed ratio of equity debt, which enriches off-site low- and medium-volatility products and better meets the investment needs of different investors. Fund managers are encouraged to issue more floating rate funds and to further strengthen the linkage between the interests of fund managers and holders.
On 2 November, it was recently learned that the issuance of the six major bank statements had been fully restarted with the official account of the postal bank, App.
It is known that on 29 October, the Postal Bank took on board three large banked products for a period of three months and six months, all of which were sold at a cost of $200,000. Of these, the annual interest rate for two six-month products is 1.05 per cent and is transferable; the annual interest rate for one three-month product is 0.85 per cent and is non-transferable. The above-mentioned large bill of deposit product rates are significantly higher than the bank ' s interest rate on time deposits of the same term.
Prior to that, on 1 July, the Bank of China had issued the first large personal deposit list for 2026, covering periods ranging from one month to five years. Subsequently, agricultural banks, construction banks, business banks and transport banks continued to follow up on up-to-date bills.
On 2 November, the Draft Finance Law of the People ' s Republic of China was submitted for the second review by the Standing Committee of the XIV National People ' s Congress at its twenty-fifth meeting. The second draft enriches the content of financial consumers, investor protection and increases the targeting of activities such as Internet marketing. In the area of financial consumer and investor protection, the second draft adds that the provision of financial goods and services should be subject to fair and reasonable terms of the transaction, that no form clause should exclude or restrict financial consumers, investors ' rights, or mitigate or exonerate themselves from responsibilities, and that unfair and unreasonable provisions such as financial consumers, investors ' responsibilities, etc. should be increased; and that the subject of the marketing of financial goods and services should enhance customer appropriateness by providing the required knowledge of the customer, providing a true description of the content of the financial goods and services, giving adequate risk and providing financial goods and services that match the customer ' s situation.
On 2 November, the Chinese Civil Aviation Authority published the “Fifty-five” Implementation Programme for the Green Development of Civil Aviation. It is clear from the Implementation Programme that by 2030, the green and low-carbon transformation of civil aviation will have achieved breakthroughs, with the initial construction of a dual control of total and intensity carbon emissions in the industry, further optimization of the energy structure, a significant increase in the synergy of carbon abatement, and a 4 per cent and 15 per cent reduction in the CO2 throughput of air ton-km and airport passengers, respectively, compared to the “1455” period, and a steady global advance.
The National Data Bureau convened a workshop on the main work of the industry ' s high-quality data set chain: mapping artificial intelligence needs
On the morning of 28 October, the National Data Agency organized a workshop on the construction chain of high-quality data sets in industry to take stock of the progress of the chain owners, exchange experiences and study the deployment of next step priorities. It was emphasized that the development of high-quality data sets in the industry should be based on the principle of “demand-driven supply-driven quality assessment”. One is to map the need for artificial intelligence. The main unit of the chain is based on its own needs, proactively expanding external demand, such as up and down the industrial chain, maintaining a demand-driven approach and facilitating the development of data sets. The second is to take the lead. The main chain units will first explore the establishment of mechanisms for the distribution of benefits and business returns, the collation of industry data maps, the promotion of industry data distribution, and the integration of data sets in the industry area into the national data set management service system. The third is enhanced application feedback. Based on the actual application scenario, a mechanism for data return and iterative optimization is established, user feedback is collected on a continuous basis, the data set is updated dynamically and the suitability of the data and application scenario is improved on a continuous basis. Fourth is the strengthening of industrial chain synergies. It acts as a “corresponding chain” to link up and down the industrial chain, expand the scope of cooperation and promote industrial ecology. The fifth is to facilitate access to facilities. The main units of the chain need to have active access to the national data infrastructure and, depending on the facility, to facilitate the flow and efficient use of data sets. Sixth is the optimization of assessment services. Promote a shift in the quality assessment of datasets to a tool-based and order-based model that shortens the assessment cycle, reduces the cost of the assessment and enhances its efficiency and delivery.
Five sectors, including the General Directorate of Market Supervision: Centralization of national standards for the carbon footprint of more than 100 products and promotion of the synchronization of some national standards with international standards
On 2 November, the National Development Reform Commission, the Ministry of Ecology, the Ministry of Industry and Information Technology of the Directorate-General of Markets, issued the Action Programme for the Construction of a System of Standards for the Carbon Footprint of Key Products (2026-2028), which focuses on five priority directions: energy, raw materials, consumer goods, mechanical equipment, transport, etc., focusing on the development of national standards for the carbon footprint of more than 100 products and promoting the simultaneous development of some national standards with international standards, achieving basic coverage of national standards for the carbon footprint of priority primary energy sources, raw materials and intermediate products with a significant contribution to the supply chain chain of industry, and conducting a pilot project for the standardization of national carbon emissions, promoting the effective implementation of the standards and helping to establish a system for the management of the carbon footprint of products.
Liaoning province: by 2030, the overall level of the information and communications industry will have been upgraded across the province, with a new generation of well-covered and performance-led communications Network
On 2 November, the official publish of Liaoning Communications Authority, the “Fifty Five” Plan for the Development of the Information and Communication Sector in Liaoning Province, was approved by the Standing Council of the Liaoning Provincial Government. With a view to accelerating the design of the new information infrastructure, upgrading the level of regulation and service modernization in the sector, enhancing the capacity of the network and data security, and promoting the full implementation of four components of the digital integration in all areas, the Plan has deployed 17 priority tasks and seven special projects to develop a system of 13 quantization indicators covering industrial development, green development, capacity-building and universal access. The Plan states that by 2030, the overall level of the information and communications industry will have risen across the province, with the construction of a new generation of well-covered and high-performance communication networks, a significant increase in the availability of computing infrastructure, a significant increase in the effectiveness of technological innovation, a more agile and efficient system of industry governance, an overall increase in safety and security, and a further increase in the level of industrial integration. A solid step forward in the modernization of the industry has strongly underpinned a new and greater breakthrough in Liaoning ' s overall revitalization and has laid a solid foundation for the fundamental modernization of the information and communications industry by 2035. next step, the Liaoning Provincial Communications Administration, will take a firm approach to the Plan from the development of a sound integrated and coordinated promotion mechanism, the strengthening of essential resource security, the establishment of a strong and highly qualified professional workforce, and the strengthening of the planning and implementation of security on the ground, accelerating the development of new qualitative productivity, accelerating new industrialization and working hard to write a chapter on China's modern Liao Ning.
Stock market:
Central Bank: Exchange of securities, funds and insurance companies will take place on 3 November, applying quota over $100 billion
On 2 November, in order to support the sound and stable development of capital markets, the People ' s Bank of China will launch on 3 November an exchange of securities, funds and insurance companies for a period of one year, renewable as appropriate. There are currently 31 securities and foundation companies that have declared their needs and have applied for quota over $100 billion.
The Hong Kong Exchange has now accepted Chinese Treasury bonds, policy bank bonds and Treasury bonds as collateral for the settlement of derivatives under its flag
On 2 November, the Hong Kong Exchange announced today (Monday) that Hong Kong Futures Clearing House - Hong Kong Futures Clearing Co. Ltd. - and Hong Kong Joint Exchange Futures Clearing House Ltd. (Hong Kong Joint Exchange Futures Clearing Co. Ltd.) - - • The acceptance of interest-rate assets eligible for the renminbi as non-cash collateral has been initiated to meet the requirements of the bond. On the first day, a total of seven institutions submitted eligible bonds as collateral, with a total value of over RMB 400 million.
This allows participants to meet the requirements of the bond without having to sell or convert their assets into cash, using the Chinese Treasury bonds and policy-oriented bank bonds held through Bonds to the North, as well as bonds issued abroad by the Ministry of Finance of the People's Republic of China (Ministry of Finance bonds). This measure broadens the choice of collateral and helps participants manage liquidity and funds more effectively in the derivatives market under the Hong Kong Exchange.
This initiative is based on the existing renminbi bond collateral arrangement of the Hong Kong Exchange. Off-site settlements began to accept Treasury bonds and bonds as collateral in 2017 and 2025, respectively. As of September 2026, these bonds represented approximately 16 per cent of the total off-site settlement firm bond.
General agreement: Total net profit of companies listed on the stock market in the country during the first three quarters was $5.1 trillion, an increase of 8.5 per cent over the previous three quarters
On 2 November, the Quarterly Performance Report of the Internal Stock Market Company of 2026, of the China-China General Association publish, showed that, during the first three quarters, companies in the domestic stock market had achieved a combined operating income of 56.8 trillion yuan, an increase of 5.9 per cent over the previous year, and a net profit of 5.1 trillion yuan, an increase of 8.5 per cent over the previous three quarters. The 4079 listed companies in the whole market made a profit, and the number of positive-growth companies increased by 3.8 percentage points compared to the previous year, with more than 30 per cent of the companies increasing their earnings and net gains. Deep Master Lines maintains a robust cash flow, contributing to a market-wide gain of 60 per cent. Private-listed companies have developed well, with revenue and net profits increasing by 13.5 per cent and 22.6 per cent, respectively, and higher than in the first half of the year, with 208 companies experiencing a year-on-year loss.
546 new asset reorganizations in the first three quarters of the city, with a total value of over $500 billion
On 2 November, in the first three quarters of 2026, 546 new asset reorganizations were carried out in the city. Of these, 46 major asset reorganizations were carried out, with total transactions exceeding $500 billion. During the same period, more than 250 new buy-backs were added to the city, with a ceiling of over $72 billion, an increase of 12 per cent and 24 per cent, respectively, and an increase of about 200 new buy-backs, with a ceiling of over $29 billion. Of these, more than 130 new repurchase plans were added in the third quarter, with a ceiling of over RMB 31 billion, an increase of 2.5 and 2.0 times, respectively, and some 90 new repurchase plans, an increase of 2.6 times over the same period, with a ceiling of over RMB 16 billion.
On 2 November, the Ningde era (300,750.SZ) announced that, as of 31 October 2026, the company had accumulated a buy-back of A shares of 1960.59 million shares, representing 0.4447 per cent of the company ' s gross A equity, with a maximum of $331.61 per share at a minimum of $218.79 per share at a total value of $5.36 billion. The proposed use of funds under this buy-back programme is no less than $20 billion and no more than $40 billion, and the buy-back shares will be used to write off and reduce the registered capital.
Melville will buy Lumentum from the whole stock exchange, which, after completion of the deal, holds approximately 33 per cent of the shareholders.
On 2 November, Marvell entered into a final agreement with Lumentum that Mavell would acquire Lumentum through a full-stock trade, which implied a business value of approximately $115 billion, corresponding to Lumentum's share of approximately $1132 per share, an increase of 23.9 per cent over the closing premium of 28 October 2026 before the two companies' share price was affected by a potential trade rumor.
Under the agreement, the Lumentum shareholders received 4.5 shares of the Malwell General Unit for each share held. Upon completion of the transaction, Melville's current shareholders will hold approximately 67 per cent of the consolidated company and Lumentum shareholders approximately 33 per cent. The transaction is expected to be completed in the first half of 2028, pending approval by both shareholders and regulators. Melville expects that this merger will achieve cost synergies of more than $1 billion per year and will increase non-GAAP per share in the first year after the transaction is completed. The target market size of the merged company is expected to increase to US$ 550 billion.
Other important elements:
On 2 November, the General Directorate of Market Supervision announced today that, in the third quarter of this year, China ' s enterprise credit index stood at 160.62, of which, in September, China ' s business credit index stood at 161.66, with a solid credit base. The credit level of enterprises across the country has fluctuated. In the third quarter, China ' s corporate credit index fell by 1.10 points compared to the second quarter and rose by 0.34 points in September compared to August, and the credit levels of the enterprises rose steadily at the end of the season after a gradual reversal of the season.
On 2 November, Lee Jia Qi's double-xit office token was sold in half an hour, with 100,000 personal members' monthly cards for the office, totalling approximately 2 trillion token.
(Integration of the Sino-Asian Society for Social Welfare, Zong Kong Economics, First Economics, etc.)
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