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Industrial Economy

*MoC and GAC announced the implementation of export controls on a range of items, including superhard materials, lithium batteries, artificial graphite anode materials, and specific types of rare earth-related equipment and raw/auxiliary materials.

*MIIT and other two departments jointly adjusted the technical requirements for NEVs eligible for purchase tax exemptions from 2026 to 2027.

Co Focus

*Eastmoney Securities announced that effective October 9th, the collateral discount ratio for both SMIC (688981) and Biwin Storage (688525) held in margin accounts will be adjusted to 0.00%, these two names will no longer be recognized as qualified collateral by the brokerage.

Financial

*NDRC and SAMR issued an announcement on curbing disorderly price competition to maintain a sound market price order.

Oct 9 Block Trade Info

*Discount

-Intellifusion Tech (688343 CH) saw 1 block trade worth 160.02mn at 70.78yuan per share, 20.82pct discount from last closing.

-Advanced Micro-Fabrication (688012 CH) saw 9 block trades worth 327.05mn at 289.22yuan per share, 9.37pct discount from last closing.

-Broadcasting Wireless Media (301551 CH) saw 2 block trades worth 152.75mn at 36.37yuan per share, 2.49pct discount from last closing.

-Tianyu Pharma (300702 CH) saw 1 block trade worth 94.81mn at 20.64yuan per share, 19.63pct discount from last closing.

-Kuang-Chi Tech (002625 CH) saw 4 block trades worth 303.49mn at 48.95yuan per share, 2.49pct discount from last closing.

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