Core Viewpoint - Walmart has announced the appointment of John Furner as the new President and CEO, effective February 1, 2026, succeeding Doug McMillon, who has been with the company since starting as an hourly worker [1][3]. Group 1: Leadership Transition - John Furner has over 30 years of experience at Walmart, starting as an hourly worker in Arkansas and holding various leadership roles in sales, operations, and procurement [3]. - Doug McMillon has been CEO since 2014, with Walmart's total revenue increasing from $482.7 billion in fiscal year 2015 to $680.985 billion in fiscal year 2025, reflecting growth rates of 6.7%, 2.4%, 6.7%, 6.0%, and 5.1% over the last five fiscal years [3]. Group 2: Business Performance - Walmart's net total revenue for the first half of fiscal year 2026 increased by 3.7% year-on-year to $343.011 billion, with net profit rising by 19.9% to $11.513 billion [4]. - Walmart China reported a significant net sales increase of 30.1% year-on-year to $5.8 billion in the second quarter of fiscal year 2026 [4]. Group 3: Management Changes - Prior to the CEO appointment, Liu Peng was announced as the President of Sam's Club in China, having previously held several senior positions at Alibaba Group [4].

Core Points - The European Parliament has passed a significant revision of sustainability regulations, simplifying and reducing the number of companies subject to the Corporate Sustainability Reporting Directive (CSRD) and the Corporate Sustainability Due Diligence Directive (CSDDD) [1] - Only companies with an average employee count exceeding 1,750 and an annual net revenue exceeding €450 million will be required to conduct social and environmental reporting [1] - The reporting standards will be further simplified, with qualitative detail requirements reduced and industry-specific reporting becoming voluntary [1] Group 1 - The adjustment in EU ESG policies is perceived as a regulatory "relaxation" or a major shift in carbon emission policies [1] - The changes are aimed at making ESG policies more practical for medium-sized enterprises, which often have global supply chains [3] - The adjustment is expected to lower compliance costs for small enterprises while allowing regulatory bodies to focus on larger companies that contribute more significantly to emissions [6] Group 2 - The impact of the EU's regulatory changes on Chinese supply chains is considered minimal, as large companies like Anta will still need to set their own targets aligned with national or scientific goals [6] - There is a misconception that the EU's policy shift indicates a reduction in the importance of emission reductions in the European market, which is incorrect [6] - The majority of emissions in the EU come from a small percentage of companies, with 90% of enterprises contributing only 10% of total emissions, justifying the regulatory changes [6]

Core Insights - The RISC-V International Open Source Laboratory (RIOS) officially launched its high-performance open-source RISC-V processor IP core "OpenRio" at the 27th China International High-tech Achievements Fair, marking a significant milestone for the lab and providing a high autonomy open "core" foundation for domestic operating system ecosystems [1][3] Group 1: Industry Context - The global computing technology landscape is undergoing profound restructuring, with the RISC-V instruction set rapidly transitioning from embedded systems to high-performance computing applications [3] - The traditional ARM architecture is facing challenges in balancing performance and cost, particularly as the costs of high-end mobile core components continue to rise, putting significant pressure on terminal manufacturers [3] Group 2: Product Features and Benefits - OpenRio is a high-reliability IP core that has undergone multiple rounds of verification and is ready for mass production, featuring comprehensive support for domestic operating system frameworks and compatibility with mainstream EDA tools [5] - The open-source model of OpenRio is expected to attract global developers, significantly lowering the design threshold for chips and injecting critical momentum into the RISC-V industrialization [3][5] Group 3: Strategic Importance - The launch of OpenRio provides a crucial common technology foundation for the deep integration of the international open-source RISC-V instruction set with domestic operating systems, addressing long-standing supply issues for high-performance, low-cost core components in the domestic operating system ecosystem [4] - RIOS aims to build an open-source REPO platform to create a CPU IP open-source foundation, providing unified standards and reference implementations to support continuous and reliable technology supply for the industry [5] Group 4: Future Plans - Shenzhen Qianhai will be the first to pilot the application of OpenRio, with RIOS planning to collaborate with more partners to create a win-win situation through IP licensing, technical cooperation, and scenario co-construction [5] - RIOS will continue to deepen its open-source strategy and collaborate closely with domestic operating system ecosystems like OpenHarmony to contribute to the security and self-reliance of digital infrastructure [5]

Core Insights - Bilibili (B站) announced 40 new domestic animation projects during its 2025-2026 National Creation Animation Release Conference, including several new works and updates on various IP sequels [2][4] New Works - Bilibili will collaborate with Shenman Culture to adapt the popular web novel "I Clean Up Garbage in the Wasteland" into an animation, marking the first "romantic wasteland" themed work in China [7] - The new season of "Xianjian Qixia Chuan IV" and "Nan Hong" were previewed, alongside the return of "Luo Xiaohei Zhanji" with a new chapter titled "Preschool Chapter" [2][4] IP Sequels - The new season of "Fanren Xiuxian Chuan" is set to air in the first half of 2026, with related projects like the film "Hanhai Mizong" and the side story "Xuangu Chuan" also in production [4] - "Shiguang Dailiren" Season 3 will officially launch in October 2026, while "Zhongguo Qitan 2" is scheduled for release on January 1, 2026 [4] Industry Growth - Since 2018, Bilibili has launched over 3,000 domestic animation works, with nearly 970 million hours of viewing time for domestic content in the past year, and a 104% year-on-year increase in viewing time for domestic content in Q3 [5][9] - Bilibili's user base has reached 330 million, indicating a growing interest in domestic animation among younger audiences [5] Content Strategy - Bilibili is focusing on diversifying and enhancing the quality of its animation content, providing more space for innovative themes and stylistic works alongside established IP sequels [7] - The original animation short series "Jiaonang Jihua" has been well-received, with over 100 million total views, and the fourth season is set to launch in summer 2026 [9] Talent Development - Bilibili's "Bilibili Xun Guang Plan" has supported 316 university projects, emphasizing the importance of nurturing talented animators and creating high-quality original content [9] - The domestic animation industry is evolving, with audiences becoming more discerning and seeking diverse content, prompting platforms to innovate beyond traditional IP models [9]

南都讯 11月14—15日，第二届中国低空经济产业博览会暨高峰论坛在深圳国际会展中心举办。论坛 上，多项由深圳深度主导、行业高度关注的标志性成果集中发布，为全国低空经济产业发展提供可复制 可推广的"深圳样本"。来自政府部门、科研院所、产业链上下游企业以及海内外专业观众，共同探讨低 空经济高质量发展的新路径。 11月15日，在深圳市低空经济产业协会举行的第二届中国低空经济产业高峰论坛上，三项由深圳深度主 导、行业高度关注的标志性成果集中发布，为全国提供可复制可推广的"深圳样本"。 深圳市发展和改革委员会、深圳市市场监督管理局联合发布《深圳市低空经济标准体系2.0及标准化路 线规划》。深圳市低空经济产业协会党支部书记、深圳市低空经济标准化技术委员会副秘书长赵文娟介 绍，新版体系首次构建"纵向分层、横向支撑"的框架结构，覆盖飞行活动、基础设施、设备技术、运行 管理、应用场景等多个关键领域，为低空治理现代化提供制度底座和协同规范。 此外，《深圳市低空经济发展白皮书（2025）》重磅发布，DIKI深圳低空产业智能分析平台首次公开 亮相。深圳国家高技术产业创新中心（深圳发展改革研究院）低空经济研究所所长韩维伟表示，白皮书 ...

当中国房地产行业站在从"规模红利"向"品质价值"转型的十字路口，一场旨在破局的重磅行动在深圳启 幕。11月15日，由中国房地产业协会与深圳市房地产业协会联合主办的"好房子与美好住区"研讨交流会 在深圳召开，并全国首发《"好房子与美好住区"深圳倡议》。这份倡议首次明确提出"好房子"的五大核 心价值体系，旨在为全国的行业转型提供一个清晰的"深圳样板"。 协会牵头，推动房地产行业从"造房子"向"造生活"深度转型 在人民群众对"住有宜居"需求日益迫切的背景下，房地产行业亟须从"造房子"向"造生活"深度转型。此 次中国房地产业协会与深圳市房地产业协会主动作为、率先发声，以"全国首发"的"好房子"专项行动， 打破行业转型期的探索壁垒，成为推动行业价值重塑的"核心引擎"。 中国房地产业协会副会长沈月祥在致辞中明确指出，行业协会联合发起本次行动，绝非简单的行业交 流，而是立足国家战略高度，响应"美丽中国"建设号召，推动住房品质从"达标"向"优质"跨越的责任之 举。"从'住有所居'到'住有宜居'，不是口号，而是行业必须兑现的民生承诺。"中国房地产业协会副会 长兼秘书长张其光在主题报告中进一步强调，协会选择在深圳首发"好房子"倡 ...

大湾区800多家上市公司治理总体处于什么水平？还有哪些短板？11月13日上午，在中国公司治理研究 院指导下，由深圳市公司治理研究会主办的第九届中国（深圳）公司治理高峰论坛在深圳市举行，"治 理筑基，市值焕新"成为主议题。 《2025大湾区上市公司治理评价报告》发布现场 深圳上市公司总体治理水平略高于北京低于上海 当天，南开大学讲席教授、中国公司治理研究院院长李维安发布《2025大湾区上市公司治理评价报 告》。报告显示，大湾区803家上市公司治理水平总体上较高，治理指数平均值为65.17，比全国平均水 平（64.94）高出0.23。 大湾区不同地区上市公司数量由多到少依次为深圳市（421家）、广州市（154家）、东莞市（62家）、 佛山市（54家）、珠海市（40家）、中山市（27家）、惠州市（20家）、江门市（15家）以及肇庆市 （10家）。 截至2024年12月31的数据统计显示，803家大湾区上市公司的资产总额为507743.38亿元，约占A股上市 公司的11.30%；营业收入总额为85266.62亿元，约占A股上市公司的11.82%；利润总额为8732.83亿元， 约占A股上市公司的12.72%。 从六大 ...

南都讯 记者赵雨琪 11月15日，为期三天的第七届中国教育创新成果公益博览会（下称"教博会"）在珠 海开幕。本届教博会以"汇聚·共享·创新——推动教育创新发展，服务教育强国建设"为主题，吸引近 2000家单位参展，集中展示千余项教育创新成果。 现场展出国产大型客机C919科普模拟舱，复刻真实驾驶舱环境，让学生亲手操作飞行控制系统。中国 商飞公司派出飞行员参与课程实施，在教博会现场带领中小学生开展模拟飞行。"这是我们首次将专业 飞行培训经验融入基础教育，看到孩子们在模拟驾驶舱内专注的眼神，倍感振奋！"现场带飞的飞行员 说。 在主旨报告环节，中国商飞公司科技委常委、一级专业总师李东升以《航空科技筑梦未来》为题，阐释 了航空高科技工程如何转化为基础教育的宝贵资源；原国家首批航天员兼航天员教练吴杰以《航天员的 风采》为题，讲述了航天员背后故事。 本届教博会聚焦教育改革前沿，展览内容涵盖新时代立德树人与思政教育一体化创新、人工智能助力教 育变革、粤港澳大湾区教育协同等八大领域，设置综合展、专题展、区域成果展、高校成果展及系列论 坛、工作坊和路演活动，展览面积超过3万平方米，近2000家单位参展，将举办论坛50余场、工作 ...

南都讯 记者王玮 发自北京 基于对23个行业、800家中外企业披露的可持续发展报告等信息的测评，最 新发布智库报告显示，在绿色供应链管理方面，大中华区企业进步显著，有11家企业跻身top 50，上榜 数量再创新高。 2025年绿色供应链CITI指数。 上述智库在测评中也发现，中外企业供应链环境管理和气候行动的"承诺"与"落实"之间仍存在差距。超 过四成公开承诺绿色供应链建设的中外企业，尚未披露绿色采购进展。 | 01 | 02 | 03 | 04 | 05 | 05 | 07 | 08 | 09 | 10 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | adidas | FOXCONN | PUMIT | | PRIMARK | DOLL arringer | M&S 607 (skd. | INDITEX | HIJCAND | CISCO. | | $2.39 | 89.83 | 87.39 | 82.77 | 81.56 | 85.13 | 84.32 | $4.77 | 81.48 | 81.37 | | 11 | 1 ...

10月18日下午，山西省地震局发布辟谣公告称，经省市相关部门派出现场工作队赴震中地区调查，此次 地震未造成人员伤亡和财产损失，震区社会秩序正常。"请大家不要恐慌，保持正常生活秩序，持续关注 官方权威发布，不信谣，不传谣。" 虚假视频。 南都N视频记者核查发现，中国地震台网正式测定，2025年10月18日14时07分，在山西忻州市忻府区发 生3.9级地震。地震为真，然而，一段标题为"山西忻州3.9级地震，街面一片狼藉"的虚假视频却迅速流传 网络，造成当地居民恐慌。 11月16日，南都N视频记者从公安部网安局获悉，网警依法查处一起散布地震谣言案。一网民在自媒体 平台发布一段标题为"山西忻州3.9级地震，街面一片狼藉"的虚假视频，造成当地居民恐慌。经查，网民 许某利用AI工具捏造谣言，属地公安机关已依法对其作出行政处罚。 11月16日，公安部网安局发文公布了对这则虚假视频的调查结果。经查，网民许某为博取关注、吸引流 量，利用AI工具捏造了地震谣言并在自媒体平台发布，造成谣言扩散，引发恶劣影响。根据《治安管理 处罚法》第二十五条之规定，其行为已构成散布谣言、扰乱公共秩序，属地公安机关已依法对许某作出 行政处罚。 （文 ...