The PMI data for October will be released; the Federal Reserve will announce the interest rate decision; the central bank's open market will have a reverse repurchase of 2824 billion yuan due; and the ban on restricted shares with a market value of over 123 billion yuan will be lifted.

[[Big news]

10monthPMIData will be published

On October 31, the National Bureau of Statistics will release the October PMI data. In September, the manufacturing purchasing managers' index (PMI) was 50.2%, up 0.5 percentage points from the previous month, returning to the expansion range.

Zhang Yu, deputy director of Huacheng Securities Research Institute and chief macro analyst, expects that industrial production growth will remain stable in the future, and that the manufacturing PMI may continue to rise in October. On the one hand, National Day cultural tourism consumption continues to recover, which is expected to drive up production in catering, offline consumption, and related industries. On the other hand, driven by promotions, automobile retail sales have been rising steadily. Furthermore, retail sales in the US are picking up, and exports may rise.

The Federal Reserve will announce interest rate decisions

On November 2, the Federal Reserve will announce its interest rate decision. The probability that the Fed will keep interest rates in the 5.25%-5.50% range in November is 97.5%, and the probability of raising interest rates by 25 basis points to the 5.50%-5.75% range is 2.5%. The probability that interest rates will remain unchanged by December is 76.0%, the probability of a cumulative interest rate hike of 25 basis points is 23.4%, and the probability of a cumulative interest rate hike of 50 basis points is 0.5%.

The central bank's open market will have28240The 100 million yuan reverse repurchase expires

According to Wind data, next week (October 30 to November 3), the central bank's open market will have reverse repurchases of 2824 billion yuan due, of which 808 billion yuan, 593 billion yuan, 500 billion yuan, 424 billion yuan, and 499 billion yuan are due from Monday to Friday, respectively.

More than1230Ban on restricted shares with a market capitalization of 100 million yuan lifted

According to Wind data, next week (October 30 to November 3), a total of 60 companies will lift the ban on restricted shares one after another, for a total of 4.811 billion shares. Based on the closing price on October 27, the total market value of the unbanned market value is 123,027 billion yuan.

Judging from the market value of the lifting of the ban, November 2 was the peak period of lifting the ban. The total market value of the seven companies lifted the ban was 74.627 billion yuan, accounting for 60.6% of the scale of the lifting of the ban next week. According to the closing price on October 27, the top three in terms of market capitalization were: CICC (74.234 billion yuan), Changjiang Electric Power (17.891 billion yuan), and Jinko Energy (10.372 billion yuan). Judging from the volume of individual stocks lifted, the top three unbanned shares are: China Financial Corporation (1,994 million shares), Jinko Energy (1.13 billion shares), and Changjiang Electric Power (804 million shares).

[IPO Opportunities]

Next week, 3 A-share IPOs will be issued online. Among them, Lianyu Shares and Meixinyishen were issued on October 30; China Post Technology was issued on November 2.