Next week, China's September CPI and PPI, the U.S. September CPI and other data will be released, refined oil prices will usher in a price adjustment window, the Canton Fair and several other events will be held, restricted shares with a market value of 42.61 billion yuan will be unlocked, and one new stock will be issued.

Major News

China's September CPI and PPI, the U.S. September CPI and other data will be released. On Tuesday (October 13): the U.S. September NFIB Small Business Confidence Index, the weekly change in ADP employment for the week ending September 26, the annualized total existing home sales for September, a speech by Cleveland Fed President Hammack, and Apple's smart home new product launch event in New York.

On Wednesday (October 14): China's September CPI annual rate, the U.S. September unadjusted CPI annual rate, the U.S. September seasonally adjusted CPI monthly rate, the U.S. September seasonally adjusted core CPI monthly rate, a speech by Boston Fed President Collins, the IEA's monthly oil market report, and a speech by Fed Governor Bowman.

On Thursday (October 15): the U.S. API crude oil inventories for the week ending October 9, Australia's September seasonally adjusted unemployment rate, U.S. initial jobless claims for the week ending October 10, the U.S. September retail sales monthly rate, the U.S. September PPI annual rate, the U.S. EIA natural gas inventories for the week ending October 9, and the Federal Reserve's Beige Book on economic conditions.

On Friday (October 16): U.S. EIA crude oil inventories for the week ending October 9, the eurozone September CPI annual rate final reading, the U.S. September industrial production monthly rate, a speech by Cleveland Fed President Hammack, and Fed Chairman Warsh attending the IMF annual meeting in Bangkok and holding a fireside chat with IMF Managing Director Georgieva.

Refined oil prices will usher in a price adjustment window

According to the "ten working day" principle, this round's price adjustment window falls at 24:00 on October 15. Based on calculations by JLC, as of the fifth working day on October 9, the average price of reference crude oil varieties was $97.01 per barrel, with a change rate of -4.65%, and domestic gasoline and diesel retail prices are expected to be cut by 270 yuan per ton.

The Canton Fair and several other events will be held next week

From October 12 to 16, the 26th China International Industry Fair will open at the National Exhibition and Convention Center (Shanghai). On the opening day, the organizer will also hold the New Generation Intelligent Manufacturing Development Forum at the Silk Road Hall of the National Exhibition and Convention Center, with the theme "Intelligent Manufacturing Starts a New Paradigm, Jointly Building a New Industrial Ecosystem." The 2026 10th International Industrial Internet Conference and the Space Computing Power Industry Technology Application Ecosystem Forum will also be held concurrently.

From October 14 to 16, the 2026 Artificial Intelligence Industry Conference will be held in Jinan, Shandong, with the theme "Accelerating the Advancement of AI-Empowered New Industrialization," showcasing AI development achievements in five major directions: independent innovation, application traction, ecosystem coordination, openness and mutual benefit, and security and controllability.

The 140th Canton Fair will be held in Guangzhou in three phases from October 15 to November 4. This edition of the Canton Fair will, for the first time, introduce 22 smart application scenarios and 16 AI-featured applications, taking the lead domestically in achieving booth-level navigation throughout the venue and AR information display at booths, comprehensively enhancing the exhibition experience.

In addition, the 25th China International Alcoholic Drinks Expo will be held at the Wuhan International Expo Center from October 16 to 18, with the theme "World Famous Liquors Share the Glory." From October 13 to 14, the Dalian Commodity Exchange's "19th International Oils and Oilseeds Conference and Agricultural and Livestock Industry (Derivatives) Conference" will be held in Dalian.

42.61 billion yuan in restricted shares will be unlocked next week, with Shaanxi Energy leading at 23.856 billion yuan

Wind data statistics show that next week (October 12-October 16), a total of 37 companies will have restricted shares gradually unlocked, with a total unlocked market value of 42.61 billion yuan based on the closing price on October 9.

In terms of unlocked market value, October 12 is the peak period, with 17 companies having a combined unlocked market value of more than 32 billion yuan. Based on the closing price on October 9, the top three in unlocked market value are Shaanxi Energy (23.856 billion yuan), Shouyao Holdings-U (3.008 billion yuan), and Dapu Micro-UW (2.673 billion yuan).

In terms of the number of shares unlocked for individual stocks, the top three are Shaanxi Energy (2.4 billion shares), Jinke Shares (1.8 billion shares), and Changjiang Energy Technology (146 million shares).

New Stock Opportunity

One new stock will be issued next week. Wind data shows that one new stock will be issued next week. Wenfeng Optoelectronics has officially launched its public offering procedure on the Beijing Stock Exchange, with an issue price of 11.45 yuan per share and an online subscription date of October 12.