Group 1 - Typhoon "Hagupit" is expected to make landfall in the central-western coastal areas of Guangdong on September 24, with strong winds affecting the entire province [1] - The maximum wind speed near the center of the typhoon is 58 m/s, with a minimum central pressure of 920 hPa [1] - The typhoon is moving west-northwest at approximately 20 km/h, with little change in intensity expected [1] Group 2 - Multiple transportation services, including airports, high-speed rail, and ports, are experiencing adjustments due to the typhoon [2] - Specific flight cancellations have been announced for the "Pazhou Port-Macau" route, with services suspended from September 22 to 24 [2] - The "Xuwen Port" has also announced the suspension of ferry services starting September 23 at 18:00, advising travelers to plan accordingly [2] Group 3 - Guangzhou's water bus and Pearl River cruise services have suspended operations from September 22 due to the typhoon [3] - The Guangzhou Maritime Bureau has initiated a level I response to the typhoon, implementing temporary water traffic control in the port area [3] - Baiyun Airport is preparing for potential flight delays and advises travelers to monitor flight status and take necessary precautions [3]

Core Viewpoint - The city of Guangzhou is preparing for the impact of Super Typhoon "Haikaisar," which is expected to bring severe weather conditions starting September 23, with a focus on ensuring the supply of essential goods to residents [1][2]. Supply Chain and Market Stability - The Guangzhou Municipal Bureau of Commerce reports that the inventory of essential goods is sufficient, prices are stable, and supply channels are open, ensuring that residents can meet their daily needs during the typhoon [2][3]. - Major supermarkets and wholesale markets are actively increasing their stock of essential items, including meat, vegetables, and grains, to prevent shortages [3][4]. Retailer Actions - Retailers such as China Resources Vanguard and Qian Dama are ramping up their inventory levels, with Qian Dama planning to supply approximately 800 tons of meat, vegetables, and fruits daily to nearly 500 stores, doubling their usual supply [4]. - The Guangzhou Chain Operation Association has instructed its members to ensure safety and increase stock levels of essential goods, with over 1,000 stores and fresh food e-commerce platforms operating normally [3][4]. Price Monitoring and Consumer Assurance - Retailers are closely monitoring prices to prevent price gouging and ensure a stable supply of goods, with specific measures in place to maintain price stability [2][4]. - The public is encouraged to report any price manipulation or hoarding behaviors to maintain a fair market environment [5]. Logistics and Distribution - Logistics teams are being coordinated to ensure timely delivery of goods, with special routes planned for adverse weather conditions [2][3]. - Fresh e-commerce platforms like Pupu Supermarket have prepared three times their usual stock and are adjusting delivery logistics to meet increased demand [5].

截至9月23日7时许，现货黄金持续保持3740美元/盎司高位。 | 贵金属 ▽ | | | | --- | --- | --- | | 伦敦金现 | 伦敦银现 - | COMEX黄金 | | 3743.280 | 44.000 | 3774.5 | | -2.565 -0.07% +0.012 +0.03% -0.6 -0.6 -0.02% | | | | COMEX白银 | SHFE黄金 | SHFE白银 | | 44.245 | 850.98 | 10348 | | +0.031 +0.07% +12.24 +1.46% +1.46% +1.77% | | | 当地时间9月22日，美股三大股指低开高走，截至收盘集体续创历史新高。数据显示，道指、纳指、标普500指数分别上涨0.14%、0.70%、0.44%，齐创历史 新高。 个股方面，美国大型科技股涨跌互现。截至收盘，美国科技七巨头指数上涨1.08%；苹果涨超4%，特斯拉涨近2%，META、亚马逊均跌超1%，谷歌跌近 1%，微软跌0.67%。 英伟达发力上涨，截至收盘涨近4%，报183.61美元/股，续创历史新高，公司总市值升至4.46万亿美元。消息面上， ...

Core Viewpoint - The recent agreement between Longi Green Energy and JinkoSolar to resolve their patent disputes marks a significant development in the photovoltaic industry, potentially reducing conflicts over technology dominance between TOPCon and BC cell technologies [3][12]. Group 1: Patent Dispute Resolution - Longi Green Energy and JinkoSolar announced a settlement regarding ongoing patent disputes, agreeing to end all legal proceedings globally and establish cross-licensing arrangements for their core patents [3][5][12]. - The resolution of these disputes is seen as a potential shift in the competitive landscape, allowing both companies to focus on innovation rather than litigation [12][13]. Group 2: Technology Competition - The competition between TOPCon and BC technologies has intensified, with TOPCon capturing approximately 23% of the market share in 2023, up from less than 10% the previous year [7][11]. - Despite their distinct technological preferences, both companies have invested in each other's technologies, indicating a complex relationship beyond mere competition [8][9]. Group 3: Industry Implications - The resolution of the patent disputes is viewed as a landmark event for intellectual property protection in the photovoltaic sector, with many leading companies previously embroiled in similar conflicts [13][14]. - The emphasis on protecting intellectual property is seen as a strategy to mitigate the risks of homogeneous competition within the industry, as highlighted by recent regulatory efforts to strengthen IP management [14][15].

海南省发展和改革委员会党组成员、副主任丛劲松表示，海南省将着力构建具有海南特色和优势的现代 化产业体系，全力推进如期顺利封关，在发展中保障和改善民生。 2025年是"十四五"规划收官之年，也是海南自由贸易港封关运作、扩大开放之年。12月18日，海南自贸 港将封关运作。 9月22日，"活力中国调研行"海南主题采访活动情况介绍会在海口召开。海南省委常委、宣传部长王斌 表示："目前，海南自贸港建设已进入成型起势、即将全岛封关运作的新阶段。海南自贸港政策制度体 系已初步建立。" 目前，自贸港进口征税商品目录、禁限进出口货物物品清单、海关监管办法、加工增值货物内销税收征 管办法、个人所得税优惠政策等封关核心政策及配套制度已印发实施，标志着海南在构建更自由、便 利、开放的政策制度体系进程中迈出关键一步。 海南自贸港第一批封关运作31个项目全部建成，8个对外开放口岸和10个"二线口岸"基础设施及查验设 施设备基本完备，压力测试和实战化演练压茬推进。海南自由贸易港海关智慧监管平台正式上线运行， 可有力支撑封关运作后"零关税"、加工增值内销等特色业务"一线、二线、岛内"便捷通关和高效监管需 求。 自贸港核心政策效果显著。过去5 ...

根据中央气象台消息，"桦加沙"已于9月21日08时加强为超强台风级，预计9月24日前后以强台风级或超 强台风级（14-16级）在广东省中西部沿海地区登陆。 记者丨王达毓 编辑丨蒋韵 启动二级（重大）应急响应 织密灾害防护网 南方财经记者了解到，按照广东省防台风工作研判部署会精神，广东保险业协会第一时间向辖内保险机 构发布了台风预警，同步启动行业Ⅱ级响应，并组建"省级-地市-片区"三级应急专班，明确各环节责任 人及响应时限，确保指令1小时内传达至全行业。 与此同时，针对"桦加沙"的到来，广东各家保险公司也积极在事前采取多项措施，构筑防台风坚实防 线。 比如，人保财险广东省分公司启动二级（重大）应急响应，成立以省分公司主要负责人任组长的应急领 导小组，统筹调度本次台风的防灾防损和灾后理赔工作。据了解，该公司共分类组建理赔支援团队共 200个，储备外部专家50人、公估机构30家共600人、专业施救及检测机构13家，统筹全省77台无人机及 67名飞手、340台施救车辆、可停放1.2万台车的122个保全场地用于紧急调度，确保灾害发生后可快速 响应。 中国人寿财险广东省分公司则依托"安心防"智慧防灾防损云平台，实现线上数 ...

这里是《21健讯Daily》，欢迎与21世纪经济报道新健康团队共同关注医药健康行业最新事件！ 天士力的普佑克新增适应症获批 9月22日，天士力(600535.SH)公告称，公司全资子公司天士力生物收到国家药品监督管理局核准签发的 《药品注册证书》，批准注射用重组人尿激酶原（普佑克）新增急性缺血性脑卒中的溶栓治疗适应症。 普佑克作为国内目前唯一获批上市的重组人尿激酶原产品，也是首个获批"十一五"规划期间国家"重大 新药创制"科技重大专项支持下的1类生物创新药。该药已上市适应症为急性ST段抬高型心肌梗死，本 次新增急性缺血性脑卒中溶栓治疗适应症的获批丰富了公司神经/精神领域产品线。 资本市场 政策动向 驻国家卫生健康委纪检监察组聚焦整治重点 加力推进医药领域纠风治乱 9月22日，中央纪委国家监委网站发布《驻国家卫生健康委纪检监察组聚焦整治重点 加力推进医药领域 纠风治乱》一文，指出持续净化医药领域政治生态和行业生态，是维护人民群众切身利益的必然要求。 记者近日从中央纪委国家监委驻国家卫生健康委纪检监察组了解到，该纪检监察组今年以来加力推进医 药领域纠风治乱，督促综合监督单位重点纠治医务人员收受"红包"、假借学术交 ...

Core Viewpoint - The Hainan Free Trade Port is entering a new phase with the upcoming closure operation on December 18, 2025, marking a significant step in its development and policy implementation [1][3]. Policy and Infrastructure Development - Hainan has established a preliminary policy system for the Free Trade Port, including core policies on import taxation, prohibited and restricted goods, customs supervision, and personal income tax incentives [3][4]. - The first batch of 31 projects for the Free Trade Port has been completed, with infrastructure for 8 open ports and 10 "second-line ports" nearly ready [3][4]. - A smart customs supervision platform has been launched to support efficient customs clearance and regulatory needs post-closure [3][4]. Economic Performance - Over the past five years, Hainan has attracted a total of 102.5 billion yuan in foreign investment, with an annual growth rate of 14.6% [4]. - The number of countries eligible for visa-free entry to Hainan has expanded to 85, and trade with emerging markets has seen significant growth [4][5]. - The total import value under the three "zero tariff" lists reached 2.505 billion yuan, an increase of 86.4%, with tax reductions amounting to 518 million yuan, up 109.1% [4][5]. Taxation and Policy Optimization - The tax policy framework for the Free Trade Port is characterized by stability, uniqueness, systematization, and gradualism, with ongoing updates to ensure continuous policy benefits [5][6]. - After the closure operation, the "zero tariff" level is expected to rise from just over 20% to 74.1%, reflecting a significant enhancement in openness [5][6]. Industry Growth and Social Welfare - Hainan's GDP reached 370.2 billion yuan in the first half of the year, with industrial value-added growth leading the nation at 11.4% [7]. - The four main industries—tourism, modern services, high-tech industries, and tropical agriculture—account for 68.6% of the province's GDP [7]. - The average disposable income of residents has increased, with rural residents experiencing a growth rate higher than that of urban residents [7][8].

记者丨董鹏 编辑丨骆一帆 随着更多细节的披露，紫金黄金国际的市值、估值已经可以大致确定。 上周五，紫金矿业发布分拆上市进展公告，其子公司紫金黄金国际此次计划发行3.49亿股至4.01亿股 （约占全球发售完成后13.3%至15%），发行价格则确定为71.59港元/股。 由此计算，紫金黄金国际上市后市值有望达到1878.5亿港元。此前，紫金矿业所希望达到的"推动公司 黄金资产价值重估"，也将取得明显成效。 根据公告，此次紫金黄金国际全球发售基础发行股数为3.49亿股，占全球发售完成后已发行的紫金黄金 国际股份总数13.3%。如若代表国际承销商行使超额配售权，公司此次全球最大发行股数可以达到4.01 亿股，约占其发行后股份总数的15%。 在不考虑超额配售权的情况下，此次港股发行完成后，紫金黄金国际股份总数将达到26.24亿股。 如果按照紫金黄金国际上半年归母净利润年化后估算，公司全年净利润约为10.4亿美元，上述发行价所 对应的市盈率可以达到23倍左右，显著高于紫金矿业A股当前15倍左右的动态估值。 而以上超过200亿港元的融资规模，在创下今年港股市场第二大IPO的同时，也将为高度依赖外部并购 的紫金矿业、紫金黄金 ...

Company Movements - Xiaomi Group's Chairman and CEO Lei Jun announced the launch of the Xiaomi 17 series on September 25, which will include a sixth annual speech themed "Change," sharing stories about Xiaomi's玄戒 chip and Xiaomi's automotive developments [8] - OpenAI and NVIDIA announced a strategic partnership to deploy a 10-gigawatt NVIDIA system, with NVIDIA planning to invest up to $100 billion in OpenAI [8] - Hangzhou Dianzi's optical communication business is currently in a loss state, while its copper foil business is still in the early stages [9] - Shoukai Co., Ltd. holds a low equity stake of approximately 0.3% in Yushu Technology through its controlling subsidiary [10] - Changchuan Technology expects a net profit of 827 million to 877 million yuan for the first three quarters, representing a year-on-year growth of 131% to 145% [11] Industry Insights - The China Securities Regulatory Commission (CSRC) announced plans to accelerate the implementation of a new round of comprehensive capital market reforms, focusing on the Science and Technology Innovation Board, Growth Enterprise Market, and Beijing Stock Exchange [6] - On September 22, the three major A-share indices collectively rose, with funds continuing to favor technology stocks, leading to new highs for companies like SMIC and Haiguang Information [6] - The Hong Kong Stock Exchange's Hang Seng Index closed down 0.76% on September 22, with significant declines in energy and port stocks, while the consumer electronics sector saw a surge [6] - The Hong Kong Securities and Futures Commission is consulting on the implementation of an investor identification code system for the derivatives market to enhance market integrity and sustainability [6]