1.The Development and Reform Commission and other departments have stated that by 2025, the industrial system of "replacing plastic with bamboo" will be preliminarily established, and product quality, product types, industrial scale, and comprehensive benefits will be further improved. The market share of key products will significantly increase. Compared with 2022, the comprehensive added value of the main products of "replacing plastic with bamboo" has increased by more than 20%, and the comprehensive utilization rate of bamboo has increased by 20 percentage points.
1、发革委等部门表示，到2025年，“以竹代塑”产业体系初步建立，产品质量、产品种类、产业规模、综合效益进一步提升，重点产品市场占有率显著提高。与2022年相比，“以竹代塑”主要产品综合附加值提高20%以上，竹材综合利用率提高20个百分点。
2. According to the China Futures Association, based on unilateral calculations, the trading volume of the national futures trading market in October was 55,033,330 transactions, with a turnover of 4027.1653 billion yuan, an increase of 22.42% and 20.59% year-on-year, respectively. The month on month decrease was 26.28% and 21.78%, respectively. The cumulative trading volume of the national futures market from January to October was 7018.8826 million transactions, with a total transaction volume of 46556.2233 billion yuan, a year-on-year increase of 29.82% and 7.24%, respectively.
2、中期协消息，以单边计算，10月全国期货交易市场成交量为55033.33万手，成交额为402716.53亿元，同比分别增长22.42%和20.59%。环比分别下降26.28%和21.78%。1-10月全国期货市场累计成交量为701888.26万手，累计成交额为4655622.33亿元，同比分别增长29.82%和7.24%。
3. According to Cailian News Agency, recent top public offerings such as E Fund, China Merchants, Huaxia, Guangfa, and Fuguo have once again sparked a "self purchase trend". As of November 2, a total of 900 million yuan has been self purchased by five companies. From the perspective of the industry as a whole, since August this year, 34 fund companies and securities firms have issued self purchase announcements, with a total self purchase amount of 2.862 billion yuan.
3、财联社称，近期易方达、招商、华夏、广发、富国等头部公募再次掀起“自购潮”， 截至11月2日，5家公司自购合计9亿元。从行业整体来看，今年8月以来已有34家基金公司、券商资管发布自购公告，自购金额合计达到28.62亿元。
4. According to National Business Daily news on the internet, the heating season is approaching and the domestic natural gas supply capacity is increasing. On November 2nd, China's independently developed first 270000 cubic meters of liquefied natural gas storage tank was put into operation in Qingdao, which is also the largest liquefied natural gas storage tank in China. Its operation has greatly improved the natural gas supply guarantee capacity in North China.
4、每经网消息，供暖季来临，国内天然气保供能力增强。11月2日，我国自主研发国内首座27万立方米液化天然气储罐在青岛投产，这也是国内容积最大的液化天然气储罐，它的投产大幅提升了华北地区天然气供应保障能力。
5. According to a report from the Securities Times, the prosperity of N-type TOPCon batteries is good, and the profitability of listed companies related to the industry chain continues to rise. Both revenue and net profit have improved to varying degrees year-on-year. The expansion of upstream silicon material and silicon wafer production capacity is in place, and prices continue to decline, driving down the cost of the industrial chain. The economy of photovoltaic power generation is further enhanced, and industry demand continues to maintain high growth.
5、据证券时报报道，N型TOPCon电池景气度良好，产业链相关上市公司盈利能力持续攀升，营收及净利润同比均有不同程度的提升。上游硅料、硅片产能扩张到位，价格持续下行，带动产业链成本下降，光伏发电经济性进一步增强，行业需求持续保持高增长。
6. According to China Securities Journal News, the current price of photovoltaic modules has approached the cost line, and some enterprises are participating in market competition below the cost price, leading to unprecedented intensification of industry competition. In the case of severe imbalance between supply and demand, the possibility of falling below the cost line by the end of the year cannot be ruled out. After all outdated production capacity is cleared, the price war is expected to end in the fourth quarter of next year.
6、据中证报报道，目前光伏组件价格已经逼近成本线，部分企业低于成本价参与市场竞争，行业竞争空前加剧。在供需严重失衡的情况下，不排除年底前跌破成本线的可能。当落后产能全部出清后，明年四季度价格战有望结束。
7. According to Securities Daily, 151 semiconductor listed companies incurred a total of 40.6 billion yuan in research and development expenses in the first three quarters of this year, an increase of 4.8 billion yuan or 13.4% compared to the same period last year. There are 60 companies with R&D investment accounting for over 30% of net profit in the first three quarters. There are 125 companies with year-on-year growth in research and development expenses, accounting for over 80%. Among them, 38 listed companies saw a year-on-year increase of over 50% in research and development expenses, and 8 companies achieved a year-on-year increase of over 100% in research and development expenses.
7、据证券日报报道，151半导体上市公司在今年前三季度合计产生研发费用406亿元，较去年同期增加48亿元，增幅13.4%。前三季度研发投入占净利润比重大于30%的有60家企业。有125家公司研发费用同比增长，占比超八成。其中，研发费用同比增长超50%的上市公司有38家，8家公司实现研发费用同比增长超100%。
8. IDC stated that the global AI software market size in 2022 was $64 billion, and it is estimated that it will increase to $279 billion by 2027, with a compound annual growth rate of 31.4%.
8、IDC表示，2022年全球AI软件市场规模为640亿美元，预估2027年将增加到2790亿美元，复合年增长率为31.4%。
9. According to SIA, global semiconductor sales in September increased by 1.9% month on month and decreased by 4.5% year-on-year. In the third quarter, global semiconductor sales totaled $134.7 billion, a month on month increase of 6.3% and a year-on-year decrease of 4.5%.
9、SIA消息，9月全球半导体销售额环比增长1.9%，同比下降4.5%。第三季度全球半导体销售额总计1347亿美元，环比增长6.3%，同比下降4.5%。
10. Samsung stated that after raising the NAND Flash chip quotation by 10% to 20% this quarter,it has decided to increase the quotation by 20% quarter by quarter in the first and second quarters of next year, which far exceeds industry expectations.
10、三星表示，本季度将NAND Flash芯片报价调涨10%至20%之后，已决定明年一季度与二季度逐季调涨报价20%，此举远超业界预期。
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