Upcoming Global Tech Summit in October: Discover the Next 10x Stock Hidden in Four Key Sectors

In-Depth Insight: Anticipating the Global Technology Summit in October! The Next Tenfold Stock is Hidden in These Four Major Tracks

As the National Day and Mid-Autumn Festival holiday begins, the A-share market is about to enter the October trading window. For investors, the most anticipated event this month isn’t a general rise in indices but rather the thematic opportunities generated by a series of technology conferences. Historical data speaks for itself: analyzing the performance of the A-share market since 2018, the relevant sectors have averaged an 18.7% increase in the 30 days following major technology conferences, which far exceeds the 3.2% rise of the Shanghai Composite Index during the same period. For example, during the 2023 World Artificial Intelligence Conference, the AI computing power sector surged 25% in just seven days, and around the 2024 World New Energy Vehicle Conference, solid-state battery stocks saw increases of over 30%. These examples illustrate a pattern: major technology conferences serve as powerful catalysts for thematic investment.

October 2025 is set to be a “Super Month for Technology Conferences”: the World Intelligent Connected Vehicle Conference will set new directions for autonomous driving, the World VR Industry Conference will focus on the integration of virtual and real scenarios, the Solid-State Battery Symposium may reveal technological breakthroughs, and the International Artificial Intelligence Conference will address new layouts in computing power infrastructure. Each conference could open up significant growth opportunities in niche markets, and each topic may become a new focal point for investment. However, it is crucial to avoid blindly following trends. For instance, while a particular VR conference in 2024 led to a 20% increase in related sectors, another robotics conference only saw a modest 2% rise. The key differentiator lies in aligning with the “policy guidance + technological breakthroughs + performance realization” trifecta. This article will decode the investment opportunities of four core technology conferences in October, complete with a detailed timeline to help you seize viable opportunities.

October Core Technology Conference Schedule and Investment Map

Although the October technology meetings appear densely packed and chaotic, they can be organized around four main themes: “Intelligent Mobility, Virtual-Real Integration, Energy Innovation, and AI Infrastructure”. Understanding the conference schedule and key highlights in advance will enable you to position yourself advantageously before the market begins to move.

1. World Intelligent Connected Vehicle Conference: Scheduled for October 16-18 in Beijing Yizhuang, the core theme is “Wisdom Gathering, Infinite Connectivity”. Key highlights include the announcement of integrated construction outcomes for vehicle-road-cloud systems, signals regarding the implementation of L3 autonomous driving policies, and a showdown in smart driving technology between Huawei and Tesla. Related A-share sectors include intelligent driving, automotive chips, vehicle-road collaboration, and AI cabins.
2. World VR Industry Conference: Set for October 20-23 in Nanchang, Jiangxi, focusing on “AI + VR: New Ecology of Virtual-Real Integration”. During the conference, new AI glasses from Huawei and Apple will be unveiled, a white paper on the VR large space content ecosystem will be released, and a list of China’s top 50 VR companies will be announced. Related A-share sectors include VR/AR hardware, optical displays, content production, and embodied intelligence.
3. International Solid-State Battery Symposium: Taking place from October 12-14 in Shanghai, with the theme “Technological Breakthroughs and Mass Production Realization”. The meeting will focus on the progress of pilot lines from companies like Yiwei Lithium Energy and Guoxuan High-Tech, present new data on the performance of solid electrolytes, and announce the timeline for vehicle installations in 2026. Related A-share sectors include solid-state batteries, lithium resources, electrolytes, and battery equipment.
4. International Conference on Artificial Intelligence and Automation Control: Scheduled for October 15-18 in Paris, France, with the core agenda focusing on “Upgrading Computing Power and Deepening Applications”. The conference will showcase the latest iterations of the Tongyi model, release a global AI computing power infrastructure report, and share commercialization cases for edge AI. Related A-share sectors include AI computing power, optical modules, AI chips, and industry applications.

From the timeline perspective, the October technology market is expected to experience a “three-stage explosion”: the solid-state battery symposium will kick things off in early October, followed by the intelligent connected vehicle conference and international AI conference in mid-October, and concluding with the VR industry conference at the end of the month. This concentrated catalytic effect may well position the technology sector as the “absolute protagonist” of A-shares in October.

Conference Breakdown: International Solid-State Battery Symposium (October 12-14) – A “Technological Revolutionary Opportunity” in New Energy

As the first major technology conference in October, the International Solid-State Battery Symposium is directly related to the valuation reconstruction of the new energy sector. The year 2025 is anticipated to be the “Year of Solid-State Battery Industrialization”, and the technological disclosures and mass production plans from this conference will determine the potential upward trajectory of the relevant sectors.

Why is this conference a “Must-Watch Focus”?

While solid-state batteries are not a new concept, breakthroughs in technology in 2025 are transforming them from a “long-term vision” into a “near-term reality”. The core logic is based on three factors:

• Technical Maturity Has Reached a Critical Point: Yiwei Lithium Energy’s “Longquan No. 2” 10Ah solid-state battery has successfully been produced, achieving an energy density of 300Wh/kg and a volumetric energy density of 700Wh/L. Guoxuan High-Tech’s first pilot line has achieved a yield rate of 90%, significantly exceeding the industry average of 60%. These data points will be disclosed at the symposium, confirming the feasibility of technological implementation.
• Policy Support is Strong: The Ministry of Industry and Information Technology’s “Action Plan for Stabilizing Growth in the Electronic Information Manufacturing Industry 2025-2026” clearly supports fundamental research on solid-state batteries. Furthermore, a joint document from eight departments lists it as a key direction for high-quality development in the new energy storage manufacturing industry. The conference may release signals regarding additional subsidies and capacity planning.
• Market Demand is on the Verge of Explosion: Traditional lithium batteries have a theoretical energy density ceiling of around 250Wh/kg, which cannot meet the demand for electric vehicles to exceed 1000 kilometers of range. In contrast, solid-state batteries can easily achieve 1400 kilometers of range and charge to 80% in just 10 minutes, effectively addressing thermal runaway risks. Models such as NIO ET9 and GAC Aion are already planning to adopt this technology, and the market is waiting for the “starting gun” for mass production.

Based on historical data, after the 2024 solid-state battery symposium, related sectors saw a 15% increase over five trading days; with current technological advances far exceeding last year’s, the potential for market elasticity is even greater.

Three Core Highlights and Corresponding A-Share Targets

The value of this symposium lies not in mere “slogans” but in “data disclosure”. Investors should focus on breakthroughs in three key areas, corresponding to different investment opportunities:

1. Solid Electrolytes: The “Game-Changer” in the Technical Route Competition – The heart of solid-state batteries lies in electrolyte materials, with three main technical routes: polymer, sulfide, and oxide. The route that becomes mainstream will see its supply chain explode. The symposium will disclose the latest performance data for these three types of electrolytes. The sulfide electrolyte has achieved an ionic conductivity level of around 10^-3S/cm, nearing that of liquid electrolytes, but its stability is yet to be verified; oxide electrolytes are stable but have slightly lower ionic conductivity; polymer electrolytes have low costs but suffer from poor low-temperature performance. Investment Opportunity: Focus on leading companies that have achieved technological breakthroughs. For the oxide route, consider Ruigu New Materials, which supplies zirconium-based oxide electrolyte products to Guoxuan High-Tech; for the sulfide route, pay attention to Xiangfenghua, which is collaborating with Japan’s Sumitomo Chemical on the development of sulfide electrolytes now in the pilot phase; for the polymer route, track Putailai, which has had its solid electrolyte membrane validated by CATL.
2. Battery Materials: “Upgrade Opportunities” in the Traditional Supply Chain – Solid-state batteries do not entirely replace traditional lithium batteries; instead, they present “material upgrade” opportunities in areas like cathodes, anodes, and lithium resources, rather than replacement risks. In terms of cathode materials, high-nickel ternary cathodes are most compatible with solid electrolytes, with Container Technology’s ultra-high-nickel cathode (with 90% nickel content) already adapting to solid-state batteries; anode materials require higher conductivity, and Putailai’s hard carbon anode products are already in mass production; demand for lithium resources will further increase, and Tianqi Lithium’s lithium ore capacity reserves can fully benefit from price increases. Investment Opportunity: It is safer to choose “traditional leaders + solid-state compatibility” companies.