【钛媒体综合】10月28日，北京市人民政府印发《北京市“十五五”时期新型能源体系规划》（以下简称《规划》）。《规划》全面擘画了“十五五”时期北京市能源发展的新蓝图，构建了“1+3+6”的目标任务体系。
“1”是指1条发展主线。
锚定碳达峰碳中和目标，以能源安全充裕为前提，以推动能源提质转型为主线，聚焦能源保障足、质量优、结构优、技术优、效益优，坚持节能、增绿、减气、优油、少煤，加快建设坚强韧性、清洁低碳、智能高效的新型能源体系，为全市经济社会发展全面绿色转型提供坚实保障。
“3”是指三大发展目标。
一是能源安全韧性水平显著提升。能源多元供给保障裕度充足，外受电通道能力提升至4400万千瓦，供电可靠率提升至99.998%，储气能力占天然气消费比重提升至7.8%，老旧设施和管线隐患基本消除，安全防控与风险抵御能力全面增强。
二是能源绿色低碳转型持续深化。非化石能源成为能源消费增量主体，新增用电量需求主要由绿电保障，外调绿电量力争达到710亿千瓦时，非化石能源消费占比提升至27.6%。
三是新型能源基础设施能力不断增强。源储调节能力累计增长17.9%，电力需求侧响应能力提升至5%，“人工智能+能源”融合应用纵深推进，先进能源产业加速培育壮大。
“6”是指从提韧性、扩绿能、促降碳、强产业、深合作、优治理六个方面部署重点任务。
一是筑牢安全底线，提升能源安全韧性水平。坚持底线思维，强化能源基础设施网络建设，增强能源应急备用和调峰能力，进一步加大老旧管网更新改造力度，推广先进技术应用，推动数字化改造升级和智能化管理，消除安全隐患，高标准筑牢首都能源安全屏障。
二是坚持扩量提质，加快可再生能源开发利用。积极推动可再生能源规模化高质量发展，非化石能源消费占比提升至27.6%。构建灵活高效新型电力系统，打造智能低碳新型供热系统，力争新增光伏、风电装机200万千瓦，全市可再生能源供热面积占比提升至15%。
三是推进节能降碳，促进全社会用能方式转变。实施碳排放总量和强度双控，推进重点行业节能降碳改造，能效碳效水平保持全国领先，确保2030年前实现碳达峰。引导全域用能绿色低碳发展，电能占终端消费比重提升至36%。深化建筑、交通、工业领域绿色低碳转型，加强数字基础设施节能降碳，新建民用建筑力争全面执行绿色建筑二星级及以上标准，完成既有公共建筑节能绿色化改造1000万平方米，新能源汽车保有量达到240万辆，累计建成充电桩65万个，力争新增国家级绿色工厂100家，存量数据中心PUE达到1.35以下。
四是强化创新驱动，推动先进能源产业能级跃升。发挥首都科创资源集聚优势，打造能源科技创新策源地和绿色经济标杆城市。加快风电、光伏、地热热泵、智能电网、新型储能、氢能等关键核心技术攻关和产业化应用，构建“一轴驱动、五区支撑”产业空间布局。
五是深化开放合作，拓展区域能源协同发展空间。健全京津冀能源一体化发展协同机制，统筹推进区域电力互济、气源联保、氢能共建、设施互联、产业同链。扩大跨区域能源协作，积极参与高层次国际能源合作，主动服务能源外交大局。
六是健全制度机制，构建现代化能源治理体系。以融入全国统一开放、竞争有序的能源市场为目标，健全绿色低碳、协同互济、开放共享的体制机制，推动能源要素优化配置，激发内生动力。
下一步，市发展改革委将强化新型能源体系规划的统筹实施，做好与市级各类专项规划的衔接，细化分解形成重点任务清单，开展规划实施动态监测评价、中期评估和终期总结评估，加强政策协调与要素保障，扎实推动各项任务落地见效。
钛媒摘声：
非超大规模云厂商承接的建设需求接近全市场的一半，但这类企业通常缺乏足够的资产负债表支撑。若没有超大规模云厂商提供长期采购承诺，项目就很难获得融资。融资能力正成为AI基础设施扩张的重要分水岭。需求旺盛并不保证所有项目都能如期落地；对于资金成本高、依赖外部融资的新兴云服务商而言，长期订单与现金流将直接影响建设速度。
——SemiAnalysis创始人兼CEO Dylan Patel
企业采用AI是这个行业能否持续发展的关键。如果企业没有真正使用AI，整个产业的长期增长就缺乏支撑。目前仍处于早期阶段，不过，我认为企业端至少已经出现了一项具有明确价值的核心应用：编程。AI编程智能体的收入正在快速增长。如今，几乎所有软件开发者都在使用AI辅助编程，很少有人还完全依靠手工编写代码。企业应用的价值也不一定直接体现为收入增长，还可能体现为生产力提升，而后者更难衡量。
——Bernstein董事总经理兼高级分析师 Stacy Rasgon
国内公司：
10月28日，豆包工作近期升级电脑操作能力，屏幕点击精度与速度提升。用户授权后，其可自动查看屏幕并模拟键鼠操作。通过“更多技能”入口可录制电脑操作，演示一遍流程，豆包即记录鼠标点击、文字输入及窗口内容，整理为个人技能，实现同类任务快速复用。
此外，用户可在设置中开启“允许豆包在锁屏时工作”。开启后，豆包可在Mac锁屏后继续执行任务，支持手机下达指令及查看结果。执行期间Mac需保持开机、联网、唤醒且客户端运行。该升级减少重复说明与值守负担，推动AI Agent在真实工作场景落地。
10月28日，针对“横店与字节合作将15万名群演肖像和声音喂给字节大模型”的网络传言，豆包公关负责人刘星通过微博回应，称传言“严重失实”。其表示，横店影视AI服务平台项目定位为影视行业公共数字基础设施，将影视基地实景等资产转化为高质量数据集，服务剧组选景、筹备与拍摄提效。
刘星明确三点边界：火山引擎仅为技术支持方，所有数据资产归横店或授权方所有；涉及个人肖像与声音使用须获本人授权，不存在未经授权采集；本项目数据不用于训练字节大模型。公开信息显示，该项目目前处于中标推进阶段，聚焦影视数据集及配套技术平台建设。
10月28日，宇树科技联合红杉中国宣布，共同成立“杉宇·创计划”，专注于发掘和投资具身智能、机器人应用及其上下游关键技术、其他前沿硬科技等领域的早期创业项目。
10月28日，宇树科技公告称，第三季度营业收入为6.65亿元，同比增长69.93%；归属于上市公司股东的净利润为1.13亿元，同比下降17.37%。前三季度营业收入为18.17亿元，同比增长55.71%；归属于上市公司股东的净利润为3.87亿元，同比增长270.54%。
国外企业：
Anthropic新股认购名额稀缺，亚洲投资者转向间接标的押注
10月28日，AI企业Anthropic即将启动股权发行，估值或达约1.5万亿美元，但亚洲投资者大概率难以直接参与认购。投资者开始布局持有Anthropic股份的企业、挂钩其估值的期货产品，以及有望受益于本次IPO募资带来AI资本开支的芯片厂商与硬件供应商。可作为Anthropic间接投资标的的公司包括台积电、SK海力士、三星电子、SK电讯以及澳大利亚联邦银行，这些企业通过投资或合作与Anthropic建立关联。
iPhone Duo首次支持Apple Pencil，仅限USB-C款且需有线配对
10月28日，根据苹果官方说明，iPhone Duo首次支持Apple Pencil，但目前仅支持Apple Pencil（USB-C），首次配对还需要通过USB-C线缆连接。相比iPad上更加成熟的手写笔体验，iPhone Duo的支持范围明显有限。考虑到它拥有7.6英寸内屏，手写批注和绘画确实有一定使用空间，但目前的配对方式多少有些不够方便。
SK海力士CEO：未来三年DRAM以及HBM产能产能近乎售罄，中长期销售能见度大幅提升
10月28日，SK海力士CEO郭鲁正周三在财报会上透露：“已经敲定的LTA订单，叠加当前和客户正在磋商的需求，未来三年直至2029年，我们的DRAM以及HBM产能实际上已经近乎售罄。磋商当中的订单，均基于客户明确的采购规划，落地概率很高。综合来看，中长期销售的能见度已经大幅提升。”
10月28日，据报道，美国纽约大学斯特恩商学院教授Scott Galloway警告称，SpaceX与特斯拉合并是以牺牲SpaceX股东利益为代价，来拯救特斯拉。他认为，这是一起建立在虚假前提下的合并，也是马斯克惯用的策略，以将陷入困境的企业与更强大的公司合并，比如将X塞进xAI，然后将xAI并入SpaceX。但这种策略实际上是承认特斯拉面临重大困境。他还将这次交易比作让另一个家庭收养一个贫困儿童，又称像是用别克汽车去换湾流飞机一样，最终的赢家只有特斯拉的股东。
政策风向：
10月28日，从国开行、进出口银行、农发行三家政策性银行获悉，截至10月28日，2026年新型政策性金融工具全部完成投放，共计8000亿元。其中，国开新型政策性金融工具、进银新型政策性金融工具、农发新型政策性金融工具分别投放3650亿元、1200亿元、3150亿元。
央行：2026年三季度末人民币房地产贷款余额同比下降5.2%
10月28日，中国人民银行统计，2026年三季度末，人民币房地产贷款余额50.08万亿元，同比下降5.2%，前三季度减少1.90万亿元。2026年三季度末，房地产开发贷款余额12.37万亿元，同比下降9.1%，前三季度减少8179亿元。个人住房贷款余额35.91万亿元，同比下降4.1%，前三季度减少1.10万亿元。
10月28日，民政部就新修订的《养老机构等级划分》（原标准为《养老机构等级划分与评定》）国家标准面向社会公开征求意见。新修订的《养老机构等级划分》明确，养老机构等级评定遵循“自愿申请，科学合理，质量为重，注重实效，客观公正，程序规范”的原则。通过综合考察养老机构的环境、设施设备、运营管理、服务的基础上对养老机构进行等级划分。养老机构的等级分为五个等级，从低到高依次为一级、二级、三级、四级、五级。等级越高，表示养老机构在环境、设施设备、运营管理、服务方面的综合能力越强。
监管细化券商、基金调研工作费用管理要求：禁止变相补偿、退回超标开支、超额超规买单
10月28日，今年10月初，监管集中通报了5家券商、基金公司投研人员海外调研行为违规的检查及处理情况。据了解，近期监管陆续对券商、基金公司强化佣金使用规范提出细化要求，后续拟将佣金使用写入年度现场检查关注要点，若有违规将从严处理，突出监管导向。综合多方调研情况看，监管关注重点落在机构费用使用的合规把控：调研活动中不得使用交易佣金转移支付应由自身支付的专家咨询、调研中介、会议、门票以及机酒等费用；不得以虚立名目等方式绕道为超额超规、违法违规活动提供费用支持。同时明确，基金公司不得通过提高佣金分配比例、增加分仓派点、承诺交易量等方式向券商变相补偿相关费用。监管强调，券商、基金公司应认真执行自查自纠，退回超标或不当开支，并针对相关问题从严内部追责。目前来看，卖方研究所的调研组织方式与买方的费用审核流程都将被重新检视。
工信部：前三季度电信业务收入累计完成1.3亿元，同比下降2.5%
10月28日，工信部发布2026年前三季度通信业经济运行情况，前三季度，电信业务收入累计完成1.3亿元，同比下降2.5%。按照上年不变价计算的电信业务总量同比增长7.3%。
前三季度，电信业务收入累计完成1.3亿元，同比下降2.5%。按照上年不变价计算的电信业务总量同比增长7.3%。截至9月末，三家基础电信企业的固定互联网宽带接入用户总数达7.09亿户，比上年末净增1825万户。截至9月末，三家基础电信企业及中国广电的移动电话用户总数达18.54亿户，比上年末净增2667万户。前三季度，移动互联网累计接入流量达3362亿GB，同比增长17%。截至9月末，5G基站总数达525.4万个，比上年末净增41.6万个，占移动基站总数的40%，占比较上年末提高2.4个百分点。
股市行情：
10月28日，上交所最新数据显示，截至10月27日，共186家科创板公司完成三季报披露，合计营收4266.76亿元，同比增长31.54%，合计净利润389.53亿元，同比增长57.39%；硬科技增长动能持续释放。其中，14家科创50公司收入、净利润贡献度分别占29%、47%，有力发挥板块业绩“压舱石”作用。利润增速显著高于营收增速，说明科创板头部公司在规模扩张的同时，盈利质量也在改善。
截至10月27日，已有14家科创50成分公司披露2026年三季报，已披露公司合计实现营业收入1231.70亿元、净利润183.03亿元，同比分别增长25.99%、46.17%。以人工智能、半导体为代表的科技龙头营收和利润保持较快增长，研发投入、技术突破与国产替代持续推进，相关成果正加快体现在上市公司的收入和利润中。
10月28日，香港证监会发文，欢迎香港交易所在综合基金平台推出平台及代理人服务。香港证监会投资产品部执行董事吴家俐表示，随着平台及代理人服务的推出，综合基金平台的所有主要服务皆已投入运作，标志着平台已达成了一项重要目标。预期平台可通过提升市场效率及促成新的基金分销合作关系，从而创造实质价值。
10月28日，近期，部分券商发布研报提到，覆铜板、PCB有望向少布、无布升级，未来覆铜板、PCB产业链用布量或减少。对此，多家电子布上市公司回应，目前，电子布在覆铜板的成本占比大概20%左右。电子布在对覆铜板支撑力度、使用寿命、钻孔难度、受热变形度等方面都具有较好的优势，少布、无布化更多的还是出于成本压力。具体要看下游覆铜板、PCB企业实际情况。对于外界关注度较高的11月电子布价格是否还会上涨，多家上市公司回应，10月份涨价落地情况良好，11月份涨价是大概率事件，但仍需要市场进一步验证，目前仍在涨价通道。
10月28日，据广东省水利厅消息，10月28日，银华粤海水务水利封闭式基础设施证券投资基金在深圳证券交易所上市。这是全国首单水利设施发电不动产投资信托基金（REITs），也是全国首单省级水利REITs。
10月28日，根据中证指数公司网站，长鑫科技已被纳入上证综合指数，权重为4.67%，当前为指数第一大权重股。农业银行、工商银行位于第二、三位，权重占比为3.83%和3.77%。长鑫科技也被纳入上证科创板综合指数，权重为15.74%，也为第一大权重股。根据编制方案，权重因子于每月第二个星期五的下一交易日或新计入样本权重超过15%时调整。
10月28日，招商轮船公告称，公司董事会审议通过增加2026年度与中国石化集团及其下属公司油品运输及船舶租金关联交易额度100亿元，增加后该项额度不超过160亿元，全年日常关联交易额度增至237.35亿元。2026年9月以来，VLCC油轮市场受持续的需求驱动，运价暴涨，且预计年内持续大幅回落的可能性较小，预计公司2026年全年与中国石化集团及其下属公司发生的油品运输费用及船舶租金的关联交易金额将会超出股东会审批额度。
10月28日，奥士康公告称，公司与海门经济技术开发区管理委员会签署《产业项目发展协议》，投资建设“奥士康南通智算与高速互联PCB产业基地项目”，总规划投资预计60亿元，分三期投入，其中一期投资约25亿元。一期规划建设4-5个工厂，主要生产高阶、高多层、高频高速等PCB产品，应用于人工智能、智能汽车、高端通讯等领域。项目用地约907亩，一期用地约408亩。二期、三期是否启动由公司根据一期经营情况等自主决定。本次投资尚需提交股东会审议。
其他重要内容：
10月28日，据报道，摩根大通私人银行亚洲利率与外汇策略主管表示，在近期一轮抛售之后，黄金依旧面临下行风险，市场流动性偏淡，利率仍有上行空间。她说，利率见顶时黄金才会构筑坚实底部。该行预计美联储将在12月以及2027年第一季度加息，推动10年期美债收益率从当前略高于5%的水平，在年中触及5.25%至5.5%的峰值。收益率走高会削弱无息资产黄金的投资吸引力。但她认为，一旦美联储结束紧缩周期，黄金在明年晚些时候有望大幅走强，因其作为经济与政策风险对冲工具的需求长期存在。
10月28日，世界银行称，受全球冲击影响，预计2026年整体大宗商品价格将飙升23%，随后在2027年下降7%。预计2026年金属价格将上涨25%，达到新高，其中铝、铜和锡均将创下历史新高。预计受中东战争影响，2026年全球能源价格将上涨32%，达到四年来的最高水平。预计2026年全球石油供应将下降5.2%，为2020年全球衰退之外40多年来最大降幅。
10月28日，今年以来，多款主流羽毛球价格明显回落，大众款天然羽毛球售价相比去年普遍回落两成，球馆人气显著回暖，不少球友重新恢复了往日的运动节奏。从“打一场球先算球钱”到“周末约场要拼手速”，困扰爱好者多年的“高价球”问题正在缓解，羽毛球市场逐步告别过热周期，回归理性。据了解，本轮羽毛球价格回落，是原料供给、市场库存、替代品发展多重因素叠加的结果。2025年下半年国内禽类产能恢复，羽毛球毛片供应紧张局面得到缓解，原料价格下行。据了解，某品牌羽毛球三只装产品在今年5月份的时候价格在19元左右，而目前的价格则在13元左右，降幅约30%。
PCB钻针需求大爆发，券商测算2026年AI服务器要用8亿支
10月28日，细得堪比头发丝的“工业绣花针”，打开上百亿元的AI市场！在当下火热的AI服务器里，有一块核心板叫PCB电路板，这块板就是AI服务器里面的信号“高速公路”。PCB钻针在电路板上打出成千上万个小孔，这些小孔就是数据跑起来的“隧道”。它在机器上高速转动，精度要达到微米级别。券商测算，AI服务器要用的这种钻针，2026年需要8亿支，到2030年直接涨到39.2亿支，对应市场空间从约19.3亿元增至148.8亿元。需求暴涨，相关的企业也在加速投产。
（本文综合自新华社、央视新闻、央视财经、中证金牛座、首都之窗、财联社、界面等）
本文由 AI宝库自动抓取并翻译，版权归原作者所有；如需查看原文请点下方链接。
On October 28, the Beijing Municipal People's Government published the Beijing “Fifty-five” Plan for a New Energy System (hereinafter referred to as the Plan). The Plan provides a comprehensive picture of the new blueprint for energy development in the city of Beijing during the “Fifty-five” period and sets out a system of target tasks for “1+3+6”.
“1” means a main development line.
The anchoring of carbon peaks and targets, premised on adequate energy security, will facilitate the transformation of energy resources to energy efficiency, with a focus on energy security, quality, structure, technology and efficiency, energy conservation, greening, gas reduction, oil and coal reduction, accelerating the construction of a resilient, clean, low-carbon, smart and efficient new energy system, and providing solid guarantees for a comprehensive green transformation of economic and social development throughout the city.
“3” refers to three major development goals.
One is the significant increase in energy security resilience. Quality of energy multi-supply security has increased to 44 million kilowatts (kW), reliability of power supply has increased to 99.998 per cent, gas storage to 7.8 per cent of natural gas consumption, old facilities and pipelines are largely eliminated, and safety control and risk resilience have been fully enhanced.
Secondly, the green low-carbon transformation of energy continues to deepen. Non-fossil energy has become the bulk of the increase in energy consumption, and demand for new electricity has been largely secured by green electricity, which has been transferred to 71 billion kWh, increasing to 27.6 per cent.
Third is the increasing capacity of new energy infrastructure. The cumulative increase of 17.9 per cent in the supply-regulating capacity has increased to 5 per cent for the power demand side, and the integration of “Assisting + Energy” applications has advanced further, with the advanced energy industries accelerating growth.
“6” refers to the deployment of priority tasks in six areas: resilience, green power, carbon reduction, strong industry, cooperation and good governance.
The first is to secure the safety floor and raise the level of energy security resilience. (c) Maintaining a bottom line of thinking, strengthening the energy infrastructure network, enhancing the energy emergency standby and peaking capacity, further scaling up the upgrading of old networks, promoting the application of advanced technologies, promoting the upgrading of digital adaptations and intelligent management, eliminating security risks and establishing high standards for energy security barriers in the capital.
Second is to insist on scaling up and accelerating the use of renewable energy. The proportion of non-fossil energy consumption rose to 27.6 per cent, with the active promotion of high-quality, scale-up of renewable energy sources. Building new, flexible and efficient power systems and new, smart, low-carbon heating systems, aiming to add 2 million kilowatts of photovoltaic, wind and electrical equipment, and increasing the city-wide share of renewable energy heating to 15 per cent.
The third is to promote the reduction of carbon in energy conservation and to promote energy change across society. Implementation of dual control of total and intensity carbon emissions, promotion of energy-saving carbon transformation in key sectors, and national leadership in energy efficiency carbon efficiency levels to ensure carbon peaks by 2030. Guided global green low-carbon development, electricity accounted for 36 per cent of final consumption. Deepening the green and low-carbon transformation of buildings, transport and industry, strengthening the energy-saving and carbon-decarbonization of digital infrastructure, building new civilian buildings with a view to fully implementing the greening of two stars and above in green buildings, completing the greening of 10 million square metres of existing public buildings, maintaining a total of 2.4 million new energy vehicles, and building a cumulative total of 650,000 chargers, with a view to creating 100 new green plants at the national level and a stock data centre of less than 1.35.
Fourth is to strengthen the innovation drive and drive the energy leap of advanced energy industries. The capital has the advantage of generating resources to build energy science, technology and innovation and green economy pole cities. Accelerate the use of key core technologies such as wind power, photovoltaics, geothermal heat pumps, smart power grids, new types of energy storage, hydrogen energy and industrial applications to create an industrial space layout “one-axis drive, five zone support”.
Fifth is the deepening of open cooperation to expand regional energy synergetic development space. The development of a synergistic mechanism for energy integration in Kyoto has been developed to integrate regional power supply, gas supply, hydrogen energy, facilities and industry. Increased cross-regional energy collaboration, active participation in high-level international energy cooperation and proactive energy diplomacy.
Sixth is the development of a sound institutional mechanism for a modern energy governance system. To promote the optimal allocation of energy elements and to stimulate endogenous momentum, with the aim of integrating into a single, open and competitive energy market throughout the country, a sound, low-carbon, synergistic and shared institutional mechanism.
next step, the Municipal Development and Reform Commission will strengthen the integrated implementation of the new energy system plan, align it with the various specific municipal plans, refine the list of priority tasks, carry out dynamic monitoring and evaluation, mid-term evaluation and terminal evaluation of the implementation of the plan, strengthen policy coordination and security of elements, and make a solid contribution to the effectiveness of the tasks.
Titanic pick:
Construction demand from non-super-large-scale cloud manufacturers is close to half the market, but such enterprises often lack sufficient balance sheet support. Without long-term procurement commitments from super-large cloud manufacturers, it will be difficult for the project to obtain financing. Financing capacity is becoming an important watershed in the expansion of AI infrastructure. Strong demand does not guarantee that all projects will be on track; long-term orders and cash flows will have a direct impact on the pace of construction for emerging cloud service providers who are costly and dependent on external financing.
— SemiAnalysis Founder and CEO Dylan Patel
The adoption of AI by enterprises is key to the sustainability of the industry. The long-term growth of the whole industry is not sustained if businesses do not use AI. It is still at an early stage, but I believe that at least one core application of clear value has emerged at the enterprise level: programming. Income from AI programming AI agent is growing rapidly. Today, almost all software developers are using AI-aided programming and few rely entirely on manual code writing. Nor are the values used by enterprises necessarily reflected directly in income growth, but also in productivity growth, which is more difficult to measure.
— General Manager and Senior Analyst, Bernstein Board
Domestic companies:
On 28 October, the Doubao mission recently upgraded its computer operating capability and increased the accuracy and speed of screen hits. When authorized by the user, you can automatically view the screen and simulate the mouse operation. Doubao, which records mouse clicks, text input and window content, is a quick re-use of the same type of task by recording the process through the " More Skills" portal.
In addition, the user can open " Allow Doubao to work while the screen is locked" in the settings. Once opened, Doubao can continue the mission behind the Mac lock screen to support mobile phone commands and view results. Mac will need to remain on, connected, awakened and client-operated during the performance period. This upgrade reduces the burden of repetitive statements and performance and promotes AI Agent in the real working environment.
On 28 October, in response to a web-based rumor that “one hundred and fifty thousand people had been fed portraits and voices to byte LLM” by Doubao Public Relations Officer Liu Xing responded by tweeting that the rumour was “seriously false”. It indicated that the Cross-Straits Video-Ai platform project had been positioned as a public digital infrastructure for the film industry, transforming assets such as the visual base reality into high-quality data sets, and providing for the screening, preparation and production of film and television performances.
Liu Xing has identified three points of boundary: Volcengine is only a technical support party, and all data assets are owned by a shop or an authorized party; personal portraits and sound use are authorized by the individual and there is no unauthorized collection; data on this project are not used for training byte LLM. Public information indicates that the project is currently in the lead-up phase, focusing on visual datasets and supporting technology platforms.
On 28 October, Uyuki-Technology announced the joint creation of the Sugi-Wong Initiative, which focuses on early entrepreneurship projects in areas such as intelligence, robotic applications and their critical upstream and downstream technologies, and other cutting-edge hard technologies.
On 28 October, the Waki Science and Technology Bulletin stated that income from business in the third quarter was $665 million, an increase of 69.93 per cent over the previous year; net profits attributable to shareholders in listed companies were $113 million, a decrease of 17.37 per cent over the same period. The income from business in the first three quarters was 1,817 million yuan, an increase of 55.71 per cent over the same period; the net profit attributable to shareholders in listed companies was 387 million yuan, an increase of 270.54 per cent over the same period.
Foreign enterprises:
Anthropic ' s new stock subscriptions are scarce, and Asian investors are shifting to indirect points.
On 28 October, AI Enterprise Anthropic was about to launch an equity release, valued or at approximately $1.5 trillion, but Asian investors probably had difficulty participating directly in the subscriptions. Investors began to set up businesses with anthropic shares, futures products linked to their valuation, and chip manufacturers and hardware suppliers that are expected to benefit from the IPO fund-raising that will cost AI capital. Companies that can be the subject of indirect investments in Anthropic include build-up power, SK Hercules, Samsung Electronics, SK Telecommunications and the Federal Bank of Australia, which are linked to Anthropic through investment or cooperation.
iPhone Duo supports Apple Pencil for the first time, only USB-C and needs a wired pair
On 28 October, according to Apple Official, iPhone Duo supported Apple Pencil for the first time, but only Apple Pencil (USB-C) is currently being supported, and the first pair also needs to be connected through USB-C cable. The scope of the iPhone Duo support is clearly limited compared to the more mature handwritten experience on iPad. Given that it has a 7.6-inch inner screen, handwritten comments and paintings do have some room for use, but the current alignment is somewhat less convenient.
KK Hercules CEO: DRAM and HBM production capacity is almost out of sales for the next three years, and the visibility of medium- and long-term sales has increased significantly
On Wednesday, 28 October, the CEO of the SK Hercules Quo Rue revealed at the press conference that: “The LTA orders that have been finalized, together with the current and ongoing needs of the clients, are being negotiated, and for the next three years until 2029 our DRAM and HBM capacity are virtually exhausted. The purchase orders in the consultations are based on clear client procurement planning and have a high probability of landing. Overall, the visibility of medium- and long-term sales has increased significantly.”
On 28 October, it was reported that Scott Galloway, Professor at Stern School of Business, New York University, United States, had warned that SpaceX and Tesla had merged to save Tesla at the expense of its shareholders. In his view, this was a merger based on false pretences and a common Mask strategy to merge troubled businesses with more powerful ones, such as placing X in x AI, and then incorporating XAI into SpaceX. But this strategy is in fact an acknowledgement of the great difficulties that Tesla faces. He also compared the transaction to the adoption of a poor child by another family, or the exchange of a Buick car for a Gulfstream aircraft, with only Tesla shareholders as the final winner.
Policy direction:
On 28 October, three policy-oriented banks from the State, the Export-Import Bank and the Agricultural Distribution Bank were informed that, as of 28 October, all new policy-oriented financial instruments had been put into place in 2026, totalling $800 billion. Of these, new policy instruments have been introduced, new policy instruments have been introduced, and new policy instruments have been launched in agriculture and development.
Central Bank: at the end of the third quarter of 2026, the real estate loan balance decreased by 5.2 per cent each year
On 28 October, the People ' s Bank of China reported that, at the end of the third quarter of 2026, the real estate loan balance of RMB 50,08 trillion yuan was reduced by 5.2 per cent over the same period, and by RMB 1.9 trillion during the first three quarters. At the end of the third quarter of 2026, the real estate development loan balance stood at $12.37 trillion, a decrease of 9.1 per cent over the same period and a decrease of $817.9 billion during the first three quarters. The balance of private housing loans stood at 35.91 trillion yuan, a 4.1 per cent decrease over the previous three quarters and 1.1 trillion yuan.
On 28 October, the Ministry of Civil Affairs made public comments on the newly revised National Standard on the Classification and Assessment of Pension Institutions. The newly revised Classification of Pension Institutions makes it clear that the classification of pension institutions is based on the principles of “voluntary application, sound science, quality, effectiveness, objectivity and fairness, and procedural norms”. Pension institutions are graded on the basis of a comprehensive study of their environment, facilities, operation and management, and services. The hierarchy of pension institutions is divided into five levels, ranging from low to high, grade 1, level 2, level 3, level 4, level 5. The higher the level, the greater the integrated capacity of the institutions in terms of the environment, facilities and equipment, operation management and services.
Regulation of detailed vouchers, cost management requirements for the Fund ' s research work: prohibition of disguised compensation, return of excess expenditure, overpayment
On 28 October, at the beginning of October this year, the Supervisory Authority focused on the inspection and handling of irregularities in the conduct of overseas research by five voucher dealers and researchers from foundations. It is understood that in the recent past, regulations on the use of enhanced commissions by vouchers and fund companies have been refined, and it is proposed that the use of commissions be included in the focus of the annual on-site inspection, and that any irregularities will be dealt with in a rigorous manner, highlighting the regulatory orientation. In a comprehensive and multi-stakeholder study, regulatory attention is focused on compliance control in the use of institutional costs: transaction commissions may not be used in research activities to transfer fees for expert advice, research intermediaries, conferences, tickets and liquor, etc., which should be paid by themselves; and detours may not be used to provide financial support for over-regulated and illegal activities, including through false names. At the same time, it was made clear that the fund company could not compensate vouchers for the associated costs by increasing the proportion of commissions allocated, increasing the number of silos and the volume of promised transactions. The regulation emphasizes that issuers and funders should carefully carry out self-censorship, return excesses or improper expenses, and exercise strict internal accountability on related issues. At present, the way the seller ' s research was organized and the buyer ' s fee-checking process was reviewed.
Ministry of Industry and Communications: cumulative income from telecommunications operations in the first three quarters was $130 million, a decrease of 2.5 per cent over the same period
On 28 October, the economic performance of the communications industry in the first three quarters of the first three quarters of publish2026 of the Ministry of Industry and Communications completed a cumulative income of 130 million yuan in telecommunications operations, a 2.5 per cent decrease over the same period. The total number of telecommunications operations at constant previous year prices increased by 7.3 per cent over the same period.
In the first three quarters, income from telecommunications operations had accumulated 130 million yuan, a 2.5 per cent decrease over the previous three quarters. The total number of telecommunications operations at constant previous year prices increased by 7.3 per cent over the same period. By the end of September, the total number of fixed Internet broadband access users in three basic telecommunications enterprises had reached 709 million, a net increase of 1.85 million since the end of the previous year. By the end of September, the total number of mobile phone subscribers from the three basic telecommunications enterprises and China ' s wide power had reached 1,854 million, a net increase of 2.667 million since the end of the previous year. In the first three quarters, the cumulative flow of mobile Internet access amounted to 3,36.2 billion GB, an increase of 17 per cent over the same period. By the end of September, the total number of 5G base stations stood at 5,254,000, representing a net increase of 416,000 compared with the end of the previous year, representing 40 per cent of the total number of mobile base stations and an increase of 2.4 percentage points compared with the end of the previous year.
Stock market:
On 28 October, the latest data available to the Institute indicated that, as at 27 October, 186 companies had completed the Quarterly Disclosures, with a total of 426,676 million yuan, an increase of 31.54 per cent over the same period and a total net profit of 38,953 million yuan, an increase of 57.39 per cent over the same period; and the continued release of dynamic energy from hard technology. Of these, 14 accounted for 29 per cent and 47 per cent of the net profit contribution of 50 companies, respectively, and played a strong role in the “pressure rock” of the plate performance. The fact that the increase in profits was significantly higher than that in the case of the company showed that the expansion of the company ' s size was accompanied by an improvement in the quality of the profits.
As at 27 October, 14 companies with 50 components had disclosed quarterly newspapers for 2026, which disclosed total operating income of $123,170 million and net profit of $18,303 million, an increase of 25,99 per cent and 46.17 per cent, respectively. Science and technology, represented by artificial intelligence, semiconductor, has been growing more rapidly, and R & D inputs, technological breakthroughs and domestic production substitution continue to advance, with results accelerating in the revenues and profits of listed companies.
On 28 October, the HSBC sent a letter welcoming the launch of the platform and agent services by the Hong Kong Exchange on the Integrated Fund platform. The Executive Director of the Investment Products Department of the Hong Kong Securities Commission, U Jia Ri, stated that, with the launch of the Platform and the services of its agents, all the main services of the Integrated Fund Platform had become operational, marking the achievement of an important objective of the Platform. It is expected that the platform will create substantive value by increasing market efficiency and facilitating new Fund distribution partnerships.
Recently, on 28 October, publish, a part of the voucher, mentioned that the covered copper sheet and the PCB were expected to be upgraded to a smaller and unbreeded, and that future covered copper and PCB industrial chains would be reduced or reduced. In response, a number of electronic sheeting companies responded that the cost of electronic sheeting on laminates was currently around 20 per cent. Electronic sheeting has better advantages in terms of support for convulsed copper, service life, drilling difficulty, heat deformation, etc., and is less clothed, more unpaved or more under cost pressure. It depends on the reality of the downstream copper sheet, the PCB enterprise. There is still a need for further market validation of whether the prices of electronic cloths, which are of high external interest, will rise in November, and many listed companies have responded that the price hikes in October are well on the ground and that the November price hikes are an event of general interest.
On 28 October, according to the Guangdong Department of Water, on 28 October, the Silver Waequat Sea Water Closed Infrastructure Investment Fund was listed on the Shenzhen Stock Exchange. This is the National Real Estate Investment Trust (REITs) for the generation of electricity at the first water facility and the first provincial REITs in the country.
On 28 October, on the basis of the CMI website, long-term technology was included in the above-mentioned composite index, which has a weight of 4.67 per cent and is currently the first-largest-weight share of the index. Agricultural banks and business banks are second and third, with a weighting ratio of 3.83 per cent and 3.77 per cent. Long-term technology has also been included in the CSI, with a weight of 15.74 per cent and the first largest weight share. According to the programming, the weight factor is adjusted on the next trading day of the second Friday of the month or when the new sample weight is added to the sample weight.
On 28 October, the Merchant Shipping Proclamation stated that the company ' s board of directors had considered the addition of quota$10 billion to the 2026 connection transaction with the Chinese PIC Group and its subsidiaries for the transport of oil and the rental of ships, which would not exceed $16 billion, and the increase of quota to 23,735 million for the year-round connection transaction. Since September 2026, the VLCC oil tanker market has been driven by continuing demand, with a sharp increase in shipping prices and a lower probability of a sustained and large fall-back during the year, and it is expected that the value of the related transaction with China Petrochemical Corporation and its subsidiaries for the transport of oil and the rental of ships will exceed the amount approved by the Shareholders Council for quota throughout 2026.
On 28 October, Oscon announced that the company had signed an Industrial Project Development Agreement with the Seamen Economic Technology Development Zone Management Board to invest in the “Asconnan Quantuan Quantico and High-speed Interconnection PCB Industrial Base Project”, a total planned investment of $6 billion in three phases, one of which was approximately $2.5 billion. The first phase is planned to build four to five factories, mainly for the production of PCB products such as high-grade, high-layer, high-frequency high-speed, which are used in the areas of artificial intelligence, smart cars and high-end communications. Approximately 907 acres of land and about 408 acres of land for one phase of the project. It is up to the company to decide whether to start in two or three phases, depending on the first period of operation. This investment has yet to be submitted to the shareholders ' conference for consideration.
Other important elements:
On 28 October, it was reported that the director of Asian interest rates and foreign exchange strategies at the Morgan Chase private bank had indicated that, after the recent round of sales, gold continued to be at downside risk, market liquidity was depressed and interest rates remained open. She said that only when interest rates peaked would gold build a solid base. The Bank expects the Fed to increase interest rates in December and the first quarter of 2027, pushing the 10-year United States debt return from the current level of slightly above 5 per cent, reaching a peak of 5.25 to 5.5 per cent by mid-year. A high rate of return would reduce the investment attractiveness of interest-free asset gold. She believes, however, that once the Fed ends its austerity cycle, gold is expected to grow significantly later next year because of its long-standing demand as an economic and policy risk hedge.
On 28 October, the World Bank stated that, as a result of global shocks, the overall commodity prices were expected to surge by 23 per cent in 2026, followed by a 7 per cent decline in 2027. Metal prices are expected to rise by 25 per cent in 2026 to a new high, with aluminium, copper and tin all at record highs. As a result of the war in the Middle East, global energy prices are expected to rise by 32 per cent in 2026, reaching their highest level in four years. Global oil supply is expected to decline by 5.2 per cent in 2026, the largest decline in more than 40 years beyond the global recession of 2020.
On 28 October, since the beginning of the year, there has been a marked fall in the price of many mainstream badmintons, with the popular share of natural badmintons falling by 20 per cent compared to the average last year, a significant warming in the atmosphere in the stadium and a re-energizing of the pace of movement. From "Play a ball first" to "Show a game on a weekend" and "Show a game on a weekend," the problem of "high-price" that's been bothering lovers for years is right. At the mitigation level, the badminton market has gradually passed the heat cycle and returned to reason. The fall in the current round of badminton prices is understood to be the result of a combination of factors such as the supply of raw materials, market stocks and the development of alternatives. Domestic poultry production recovered in the second half of 2025, with a reduction in the strain on the supply of badminton chips and lower prices for raw materials. It is known that in May this year, the price of three of the branded badmintons was around $19, while the current price is around $13, a decrease of about 30 per cent.
The PCB driller needs a massive explosion, and the coupons estimate that 800 million AI servers will be needed in 2026.
On October 28th, the Industrial Embroidery Thread opened a multi-billion dollar AI market! In the current hot AI server, there is a core plate called the PCB circuit board, which is the signal "highway" inside the AI server. The PCB drill sets thousands of holes on the circuit board, the “tunnel” where the data run. It rotates at high speed on the machine, and it has to be fine to the micrometer level. The coupons estimate that 800 million of these needles will be required for the AI server in 2026, rising directly to 3.92 billion by 2030, and the corresponding market space has increased from approximately 1.93 billion to 14.88 billion yuan. Demand surges and the associated enterprises are accelerating their production.
(Consolidated from Xinhua, Zonghua News, Zong Zhong Zhuang, Chinese Golden Cave, Capital Window, Associated Press, Interface, etc.)
Auto-fetched and translated by AI Gem Box. All rights belong to the original author.