femorning 11.17

1. The National Development and Reform Commission said that from January to October, a total of 130 fixed assets investment projects were approved, with a total investment of 1.08 trillion yuan, of which 100 were approved and 30 were approved, mainly in high-tech, energy, water conservancy and other industries. In October, 4 fixed assets investment projects were approved, with a total investment of 5.6 billion yuan, mainly in energy, agriculture and other industries.

发改委表示，1-10月，共审批核准固定资产投资项目130个，总投资1.08万亿元，其中审批100个，核准30个，主要集中在高技术、能源、水利等行业。10月审批固定资产投资项目4个，总投资56亿元，主要集中在能源、农业等行业。

2. According to data from the Bureau of Statistics, in October, the sales prices of commercial residential buildings in 70 large and medium-sized cities decreased month on month, with a slight increase in the number of cities. The sales price of newly built commercial residential buildings in first tier cities has decreased by 0.3% compared to the previous month, which remained unchanged; The sales price of newly built commercial residential buildings in second tier cities decreased by 0.2% month on month; The sales price of newly built commercial residential buildings in third tier cities decreased by 0.5% month on month. The sales price of second-hand residential buildings in first tier cities has decreased by 0.8% from a 0.2% increase in the previous month; the sales prices of second-hand residential buildings in third tier cities decreased by 0.5% and 0.6% month on month, respectively. The decrease in second tier cities was the same as last month, while the decrease in third tier cities was 0.1 percentage points more than last month.

统计局数据显示，10月，70个大中城市商品住宅销售价格环比下降城市个数略增。一线城市新建商品住宅销售价格环比由上月持平转为下降0.3%；二线城市新建商品住宅销售价格环比下降0.2%；三线城市新建商品住宅销售价格环比下降0.5%。一线城市二手住宅销售价格环比由上月上涨0.2%转为下降0.8%；二、三线城市二手住宅销售价格环比分别下降0.5%和0.6%，二线城市降幅与上月相同，三线城市降幅比上月扩大0.1个百分点。

3. South Korea is considering a series of plans to punish illegal short sellers, including prohibiting them from trading stocks for up to 10 years. The authorities are also seeking to restrict South Korean companies from appointing illegal short sellers as executives.

韩国正在考虑一系列惩罚非法卖空者的方案，包括禁止他们交易股票长达10年。当局还在寻求限制韩国企业任命非法卖空者担任高管。

4. The Joint Procurement Office of Drugs officially announced the 41 drugs and prices selected from the ninth batch of national organized drug procurement, and the selection results will be implemented in March 2024. This centralized procurement covers common diseases such as cardiovascular and cerebrovascular diseases, gastrointestinal diseases, mental illnesses, as well as key drugs such as emergency medicine and shortage drugs. Since 2018, the National Medical Insurance Administration has organized nine batches of national organized drug procurement, including a total of 374 drugs, with an average decrease of over 50%.

药品联合采购办正式公布第九批国家组织药品集采中选的41种药品和价格，中选结果将于2024年3月实施。本次集采涵盖心脑血管疾病、胃肠道疾病、精神疾病等常见病，以及急抢救药、短缺药等重点药品。2018年以来，国家医保局已组织开展九批国家组织药品集采，共纳入374种药品，平均降幅超50%。

5.The Ministry of Commerce stated that it will focus on three improvements in the fourth quarter and increase support for enterprises to participate in domestic and foreign exhibitions. Enhance the strength of enterprise market expansion services and facilitate cross-border business personnel exchanges; Enhance the level of innovation and development in foreign trade, and promote the introduction of measures to promote cooperation in the trade of new energy vehicles; Improve the level of foreign trade financial services, promote greater support for import and export credit, and increase support for small and micro foreign trade enterprises.

商务部表示，四季度会抓好三个提升，加大对企业参加境内外展会的支持。提升企业拓市场服务的力度，便利跨境商务人员往来；提升外贸创新发展水平，推动出台促进新能源汽车贸易合作；提升外贸金融服务水平，推动加大进出口信贷支持，加大对中小微外贸企业的支持力度。

6.IDC released a report that in the third quarter, the shipment volume of tablets in China was approximately 7.05 million units, a year-on-year decrease of 3.4%. The consumer market decreased by 4.3% year-on-year, while the commercial market increased by 7.4% year-on-year. The shipment volume of major brands Huawei, Xiaomi, and vivo has increased against the trend. Tablet shipments exceeded expectations, and mainstream brands achieved business growth through technological innovation; The commercial market also continues to experience restorative growth.

IDC发布报告，第三季度，中国平板电脑出货量约为705万台，同比下降3.4%。其中消费市场同比下降4.3%，商用市场同比增长7.4%。主要品牌华为、小米、vivo 出货量逆势增长。平板出货量好于预期，主流品牌通过技术创新实现业务增长；商用市场也继续恢复性增长。

7. TrendForce released a report stating that due to expectations of supplier quotes and fourth quarter contract increases, DRAM spot prices have slightly increased this week and stabilized despite continuous production cuts. In the NAND flash memory spot market, before the end of the year-end sales peak, inquiries for multiple packaged chips were once active, but due to the temporary price increase being sufficient, the trading volume did not significantly increase.

TrendForce发布报告，由于供应商报价和第四季度合约上涨的预期，本周DRAM现货价格小幅上涨，并在持续减产的情况下企稳。NAND闪存现货市场中，年底销售高峰结束前，多款封装芯片的询价曾一度活跃，但由于暂时涨价已经足够，成交量并未大幅放大。

8. According to The Paper news, Tiktok recently tested the video content payment service, that is, when users watch some video content on the platform, they need to pay to unlock all the content. The function requires a fan base of no less than 100000, and the platform may draw a 30% discount. The testing already includes daily life, knowledge, entertainment, etc. As long as it is a short video or medium to long video that meets the platform's regulations, it can be set as paid to watch.

澎湃新闻消息，抖音近期测试视频内容付费服务，即用户在平台观看部分视频内容时，需付费才能解锁全部内容。功能要求粉丝数不少于10万等，平台或将抽成30%。测试中已包括日常、知识、娱乐等，只要是符合平台规定的短视频或者中长视频，都可以设置为付费可看。

9.Morgan Stanley estimates that iPhone shipments this quarter will reach 75 million units, a 50% increase compared to the previous quarter, with approximately 62 million units for the iPhone 15 series, 10 million units for the iPhone 14 series, and 3 million units for the iPhone SE; The overall shipment of the iPhone 15 series in the second half of the year will reach 83 million units.

摩根士丹利预估，本季iPhone出货量将达7500万支，环比增长50%，其中iPhone 15系列约6200万支、iPhone 14系列1000万支、iPhone SE约300万支；下半年iPhone 15系列总体出货将达8300万支。

10. SpaceX's plan to launch a starship again has been approved by US regulatory authorities. Previously, in April, the rocket suffered a launch failure and was forced to suspend its mission due to an unplanned disintegration three minutes after launch, followed by an explosion. The current goal is to conduct the second test launch of the starship on November 17th.

SpaceX再次发射星舰的计划获得美国监管部门许可。此前，在4月遭遇发射失败，火箭在发射升空3分钟后，发生非计划内的解体，继而发生爆炸被迫中止任务。当前目标是在11月17日进行星舰的第二次试验发射。