Automatically crawled from Tonghua Shun and Eastmoney at 08:00 Beijing time daily via cron, with summaries rewritten by Doubao. For information organization only, does not constitute investment advice.

TL;DR · Catch up on today’s news in 30 seconds

China will accelerate the construction of backbone circulation networks and build new high-grade waterways during the 15th Five-Year Plan period, and the three major A 股 indices rose sharply in a straight line in the afternoon
The photovoltaic equipment sector moved higher abnormally, multiple enterprises are laying out computing power and energy storage tracks, and industry insiders say the robotics industry will reach a critical point next year
The Democratic Party won control of the Senate in the U.S. midterm elections, Texas welcomes its first Democratic governor since 1990, and 美股 index futures narrowed their losses

📈A 股 Market Performance📜Policy Planning🤖Tech Innovation Tracks🇺🇸Overseas Politics & Economy⚡Sector Abnormal Movement

Tonghua Shun 7×24

Photovoltaic equipment sector moves higher abnormally, Shouhang New Energy hits daily limit

2026/11/4 13:14:50

Today, the A 股 photovoltaic equipment sector moved higher abnormally. At the individual stock level, Shouhang New Energy hit the daily limit, while Yongzhen Co., Ltd. and Betterly had previously sealed their limit ups. Stocks including SUNGROW Power, Zerun New Energy, Autowell, Sungrow, and GoodWe followed the rise. Among related ETFs, the China Universal Photovoltaic ETF (516290) rose 0.69%, with a turnover of nearly 9 million yuan; the GF Photovoltaic Leader ETF (560980) rose 1.53%, with a turnover of approximately 8.87 million yuan.

Schumer says the Democratic Party has won the Senate

2026/11/4 13:14:13

According to CCTV International News citing CNN reports, U.S. Senate Democratic Leader Schumer officially announced that the Democratic Party has won control of the Senate. He called this victory a reshaping of the Senate landscape, accusing the Republican Party of failing to listen to voters’ demands, while stating that the Democratic Party needs to fulfill its campaign promises, and this victory will reduce policy implementation resistance for the Biden administration for the remainder of its term.

China will accelerate the construction of backbone circulation networks for key commodities during the 15th Five-Year Plan period

2026/11/4 13:09:59

The National Development and Reform Commission recently clarified at a press conference that during the 15th Five-Year Plan period, China will accelerate the construction of backbone circulation networks for key commodities, connect circulation strategic pivot cities to build backbone circulation corridors; focus on primary bulk commodities such as agricultural products, energy, and mineral products, support eligible regions to build resource allocation hubs, comprehensively improve the modernization level of bulk commodity circulation, and ensure efficient and smooth cross-regional circulation. (Source: CCTV News)

U.S. President Trump acknowledges the Democratic Party’s advantage in the midterm elections

2026/11/4 13:07:30

Late on November 3 U.S. Eastern Time, U.S. President Trump acknowledged that the Democratic Party had gained an advantage in this midterm election, congratulated the other side and stated his willingness to cooperate for national interests, while clarifying that he retains full presidential veto power. U.S. election analysis agencies predict that the Democratic Party will win 51 Senate seats and regain control. Previously, Trump had stated that if the Democratic Party controls Congress, he will use the veto power to promote cross-party agreements.

China will build approximately 2,500 kilometers of national high-grade waterways during the 15th Five-Year Plan period

2026/11/4 13:06:28

According to disclosures at the National Development and Reform Commission’s “Forging Ahead in the 15th Five-Year Plan” series of press conferences, during the 15th Five-Year Plan period, China will build approximately 2,500 kilometers of national high-grade waterways and more than 100 automated terminal berths of 10,000-ton class and above, with the goal of basically completing a modern water transport system. At the same time, it will promote key construction projects including the capacity improvement of world-class port clusters, the opening up of inter-provincial waterway bottlenecks, the new Three Gorges water transport channel, and the Shanghai International Shipping Center.

U.S. media predict: Gina Hinojosa wins the Texas gubernatorial election, the first Democrat to win the state’s gubernatorial election since 1990

2026/11/4 13:05:10

Latest predictions from U.S. media including the Associated Press show that Texas, a traditional Republican stronghold, has flipped in this election: Democrat Gina Hinojosa defeated incumbent Governor Abbott to become the state’s first Democratic governor since 1990 and the first Latino governor in its history; Texas Democrat Talarico is expected to win the U.S. Senate seat, becoming the first Democratic U.S. Senator from the state since 1988.

Eastmoney 7×24

Youzu Networks plans to buy GPUs worth 4.2 billion yuan, are gaming companies betting big on computing power?

2026/11/4 13:04:02

[Short Financial Summary] Involved subject: A 股 gaming company Youzu Networks. Core event: This 10-billion-yuan market cap enterprise plans to spend more than 4.2 billion yuan on GPU procurement, the scale of which is approximately 3 times its 2023 revenue; on the evening of November 2, the company announced that it will provide a 100-million-yuan guarantee for its subsidiary Youzu Information. Impact: This large-scale computing power procurement, which far exceeds its revenue scale, has attracted widespread market attention.

Three major A 股 indices rose sharply in a straight line in the afternoon

2026/11/4 13:01:27

The A 股 market saw an unexpected abnormal movement in the afternoon, with the three major indices all rising sharply in a straight line. The core subjects involved in this abnormal movement are the main broad-based indices across the market: Shanghai Composite Index, Shenzhen Component Index, ChiNext Index, and STAR Market 50 Index. As of the time of market data disclosure, the Shenzhen Component Index and ChiNext Index both rose by more than 1%, the Shanghai Composite Index is now up 0.42%, and the STAR Market 50 Index leads the gains among major broad-based indices with a rise of more than 2%, with market bullish sentiment rising temporarily.

Wang Xingxing: Next year will be the critical point for the robotics industry

2026/11/4 13:00:03

On November 4, at the Internet Entrepreneur Forum of the 2026 World Internet Conference Wuzhen Summit, Unitree Robotics founder Wang Xingxing publicly made an industry judgment: next year will most likely become the critical development point for the robotics industry and the robotics model track. This view has reference value for the industry to judge the pace of technology implementation, plan supporting industrial layout, and adjust investment and financing decisions.

Sungrow establishes energy storage technology company in Ma’anshan with registered capital of 500 million yuan

2026/11/4 12:57:59

According to public information from Tianyancha, the subject involved is listed company Sungrow, which recently wholly established Ma’anshan Sunshine Energy Storage Technology Co., Ltd. The new company has a registered capital of 500 million yuan, with Zhao Yushui as its legal representative, and its business scope covers the production and sales of power transmission, distribution and control equipment, manufacturing of electric power facilities and equipment, etc. This new establishment is a concrete move for Sungrow to lay out energy storage-related businesses.

Three major 美股 index futures narrow their losses

2026/11/4 12:57:59

The involved subjects are the three major 美股 index futures (Dow Jones Index Futures, S&P 500 Index Futures, Nasdaq 100 Index Futures). The core event is that the losses of all three have narrowed, with the latest declines at 0.58%, 0.93%, and 1.50% respectively. This change reflects that the market’s pessimistic expectation for the opening of 美股 spot trading has slightly recovered, and the leading decline of Nasdaq futures also highlights that the short-term selling pressure expectation for the technology sector is relatively higher.

Unitree Robotics’ market value exceeds that of Eoptolink, ranking as the fourth highest stock price in the A 股 market

2026/11/4 12:57:34

Recently, Unitree Robotics, known as the “first humanoid robot stock” in the A 股 market, has gained rising market attention. In this morning’s trading, its intraday highest rise exceeded 8%, and it closed at 643.83 yuan per share at midday, up 3.08%, its stock price ranking surpassing Source Photonics to rise to the fourth highest in the A 股 market; its latest total market value reached 260.41 billion yuan, which has exceeded Eoptolink’s current market value of 245.21 billion yuan.