汇丰控股(HSBC.N)：尽管中东出口总体稳定、基本面几乎没有变化，油价仍对地缘政治新闻高度敏感。

Nov. 6 — NDRC Director Zheng Zhaojie chaired a meeting with private-sector firms from petrochemicals, electronics, hog farming and superhard materials to solicit views on implementing year‑end economic work and designing next‑year policies. Executives said the complex domestic and external environment remains a drag, but recent incremental policy measures and tighter capacity control in key industries are stabilizing some niche markets. Firms reported active self‑adjustment, accelerated transformation, and strong production/sales in parts of emerging sectors, sustaining business confidence. Attendees requested stronger support on financing and energy access, clearer/optimized application of the government’s “two heavy” and “two new” policy measures, tougher action against disorderly or irrational competition, and enhanced capability building for private entrepreneurs to broaden space for private investment.

Li Qiang chaired a State Council executive meeting that ordered full use of policy funds with timely, full disbursement to grassroots bodies and enterprises to support domestic demand via fiscal–financial coordination. The meeting called for improving capital-market stabilization mechanisms to strengthen the stock market’s intrinsic stability and promote steady, healthy capital-market development. It directed continued resolution of local government debt risks and risks in small- and medium-sized financial institutions, and instructed study of next year’s economic plan with stronger cross-year policy coordination to sustain the recovery. The meeting also emphasised employment stabilisation and social safety nets — including targeted job support for poverty-alleviated households, minimum-living-subsidy (dibao) households, zero-employment households and distressed graduates — plus measures to safeguard supply and prices, speed disaster recovery, and protect vulnerable households’ living standards.