下个星期不攻自破大概率很高。 BEIJING, Sept 15 (Reuters) - Chinese President Xi Jinping has called for the "orderly exit" of outdated production capacity and the curbing of "disorderly" price competition, state-run news agency Xinhua reported on Monday, citing an article written by Xi.
China's leaders have pledged to put an end to aggressive price cuts by some Chinese companies, which regulators say are spurring excessive competition that is damaging the economy.

摩根士丹利上调中国风电行业评级，其认为反内卷努力后板块或迎来复苏。

据追风交易台消息，摩根士丹利在最新研究报告中指出，经过近三年的下行周期后，中国风电价值链通过行业自律成功实现了反内卷，在2025年初实现了价格和整体盈利能力的转机。该投行预计国内风电装机需求将保持韧性，并看好关键零部件供应商和海缆企业的投资机会。

2025年3月，政府工作报告提到要加快建立健全基础制度规则，破除地方保护和市场分割，打通市场准入退出、要素配置等方面制约经济循环的卡点堵点，综合整治“内卷式”竞争。7月1日，中央财经委召开第六次会议，会议明确“依法依规治理企业低价无序竞争，推动落后产能有序退出”。政策目标从“减量”转向“提质”，强调产能退出与品质升级并重。具体到石化行业，压降、整合产能等“反内卷”措施实施已久。

Sept 27): Chinese industrial profits surged after months of declines, signalling that national campaigns to tackle overcapacity and excessive competition are bearing fruit.
Industrial profits in August climbed 20.4% from a year earlier, the first increase in four months, according to data released on Saturday by the National Bureau of Statistics (NBS). For the first eight months of the year, they climbed 0.9%, beating a Bloomberg Economics forecast for a 1.6% drop.
Chinese factory deflation eased for the first time in six months in August amid a government campaign to reduce overcapacity across the economy. But a continued deceleration in industrial output growth may have offset any benefits to company bottom lines.

中国工业利润在连续数月下降后大幅反弹，显示出政府为应对产能过剩和过度竞争而采取的全国性行动正在见效。

根据国家统计局（NBS）周六公布的数据，8月份工业利润同比增长 20.4%，为四个月来的首次增长。今年前八个月累计工业利润增长 0.9%，好于彭博经济学家此前预测的 下降1.6%。

与此同时，8月份中国工厂出厂价格通缩六个月来首次缓解，得益于政府推动化解产能过剩的举措。不过，工业产出增速的持续放缓，可能抵消了企业盈利改善所带来的一部分利好。

英文字母Saw 是看到了發生的事 涨是成为事实了 買涨不買跌 因为 涨是 势

势是什么？ 共识共享共为 只有単边

风险随着上涨而增加吗？ 看个股股价位置 及 处于上涨何階段 要说真的说不完

已经破前高 请各自去理解 后面的故事

China goes all out to boost domestic demand
TheStar Mon, Sep 29, 2025 02:15pm - 12 minutes


Shoppers on Nanjing East Road in Shanghai, China, on Wednesday, Oct. 2, 2024. - Photographer Qilai Shen/Bloomberg

China is intensifying efforts to expand domestic demand, with service-related spending emerging as a key growth driver.

In response, regulators have rolled out consumer finance measures designed to support consumption upgrades and encourage household spending.

Earlier this year, the National Financial Regulatory Administration directed financial institutions to broaden their consumer finance offerings as part of a wider push to stimulate demand.

中国全力推动内需
（TheStar 2025年9月29日 星期一 下午2:15 – 12分钟前）

2024年10月2日（周三），顾客出现在中国上海南京东路。——摄影：Qilai Shen / Bloomberg

中国正在加大力度扩大国内需求，其中服务相关支出正成为关键增长驱动力。

作为回应，监管机构已推出消费金融措施，旨在支持消费升级并鼓励家庭开支。

今年早些时候，国家金融监督管理总局已指示金融机构扩大消费金融产品的供给，这是刺激需求更广泛举措的一部分。