12月10日，青海发布《中共青海省委关于制定国民经济和社会发展第十五个五年规划的建议》。 其中提到，推动房地产高质量发展。加快构建房地产发展新模式，完善商品房开发、融资、销售等基础 制度。健全"保障+市场"住房供给体系，坚持租购并举，加大保障性住房建设和供给力度，更好满足城 镇工薪群体和各类困难家庭基本住房需求。精准匹配居民差异化、多样化住房升级需求，增加空间更 大、品质更高、配套更好的改善性住房供应，打造"避暑房"等具有青海特色的住房产品。推动建设安全 舒适绿色智慧"高原好房子"，实施房屋品质提升工程和物业服务质量提升行动，加强房屋全生命周期安 全管理。 打造"避暑房"等具有青海特色的住房产品。 ...

Group 1 - The company has not engaged in in-depth discussions with any strategic partners, including China Resources, regarding potential investments [1] - The company is considering a name change, emphasizing the importance of brand alignment with business strategy, and will evaluate the feasibility of this change carefully [1] Group 2 - The company has set a strategic goal for 2024 to "recreate a new Chubang" and aims for high-quality development through both internal and external growth strategies [2] - The company is actively seeking acquisition targets primarily in the seasoning sector, focusing on channel and product complementarity [2] - Various measures have been implemented to enhance management efficiency and market competitiveness, including marketing reforms, R&D innovation, and supply chain optimization [2] - The company reports that channel inventory has returned to a healthy level, with sales volume increasing month by month in the second half of the year [2] - The company expresses confidence in achieving continuous improvement in operational performance each quarter [2]

12月10日，上海迪士尼度假区宣布，自2026年1月12日起优化主题乐园门票退改政策，新增阶梯式退票 服务，以提升游客行程灵活性，原改期政策保持不变。 此次新退票规则适用于通过官方直营渠道购买的标准门市价一日票、二日票及迪士尼妙游一日套票，且 需满足未使用官方优惠券、未变更入园日期两项条件。具体退票标准分两种办理方式：自助退票方面， 到访前7天23:59前可全额退，到访前6天00:00至前1天23:59每张每日收80元服务费，到访日及之后不可 退；人工退票需致电预订服务中心，到访前7天21:00前全额退，到访前6天08:00至前1天21:00每张每日 收80元服务费，前1天21:00后不可退，二日票均以首个到访日为准。 (上海迪士尼度假区) 原改期政策未调整，游客仍可在原定入园日零点48小时前、同产品余票前提下，至多两次改期。若已退 上述门票，同步购买的当日早享卡、尊享卡等附加产品可致电免费退；通过非官方授权渠道购票的游 客，需联系原渠道咨询退改事宜。 ...

Core Insights - Alibaba has established the Qianwen C-end business group, led by Vice President Wu Jia, aiming to develop Qianwen into a super app and an omnipresent AI assistant for users in the AI era [1][4] - The Qianwen project is positioned as a strategic move to enter the AI to C market, directly competing with ChatGPT, with the management believing the timing is ripe for such a launch [3][4] - The AI to C market is projected to grow significantly, with McKinsey estimating a global market size of $1.3 trillion by 2030, growing at an annual rate exceeding 35% [3] Group 1 - The Qianwen C-end business group is formed by merging the original Intelligent Information and Intelligent Connectivity groups, encompassing various services including the Qianwen app, Quark, AI hardware, UC, and Shuqing [1] - The primary goal of the Qianwen C-end business group is to make Qianwen the first entry point for users in the AI era, integrating AI into everyday scenarios such as glasses, PCs, and cars [1][4] Group 2 - Alibaba's management views the Qianwen project as a critical battle for the future in the AI era, planning to integrate various life scenarios such as maps, food delivery, ticket booking, office work, learning, shopping, and health into Qianwen [4] - Significant organizational restructuring has occurred, with key teams being realigned to enhance AI capabilities, including the transfer of the Tongyi AI application team from Alibaba Cloud to the Intelligent Information group [4]

Core Insights - The company reported a total commercial operating revenue of approximately 1.155 billion yuan in November 2025, representing a year-on-year increase of 8.96% [1] - For the period from January to November 2025, the cumulative commercial operating revenue reached approximately 12.852 billion yuan, reflecting a year-on-year growth of 10.36% [1] Sales Performance - In November 2025, the company achieved a contract sales amount of approximately 1.448 billion yuan, with a sales area of about 200,900 square meters [1] - From January to November 2025, the cumulative contract sales amount was approximately 17.917 billion yuan, with a total contract sales area of around 2,351,600 square meters [1]

#中科曙光海光信息双双大跌#【#中科曙光竞价一字跌停#海光信息竞价跌超3%】中科曙光竞价一字跌 停，海光信息竞价跌超3%。消息面上，海光信息中科曙光终止千亿元换股合并计划。（每经）#中科曙 光终止重大资产重组# ...

12月9日，国家市场监管总局(国家标准委)批准发布一批重要国家标准。其中，在交通运输和环境保护 方面，发布汽车转向系、机动车辆制动液等多项国家标准。同时，还发布11项消防车系列强制性国家标 准，保障我国消防车产品技术进步。在公共服务方面发布物流、自动化、物联网等专业领域的标准化教 育课程建设指南，为培养复合型人才、促进产教融合、建设教育强国奠定基础。 ...

针对现有门店网络，Tims天好中国对自营门店实施现点现制升级改造，同时关闭低效店铺，从而提升单店运营效率与 整体门店网络健康度。2025年1-9月，公司自营门店成本及费用同比下降10.9%。 另一方面，Tims天好中国在第三季度积极拓展高质量加盟体系，采用多元加盟政策，推进交通枢纽等优质点位的加盟 招募。受益于此，第三季度，加盟门店数量增至479家，分布在全国14个省份，加盟业务带动其它收入增至7513万 元，同比增长25%。 财报还披露，截至2025年9月30日，注册会员总数已达2,790万人，同比增长22.3%，单店平均会员数超过27,100人。 12月9日，Tim Hortons中国业务发布2025年第三季度财报。披露公司第三季度总营收达到3.58亿元人民币。系统销售额 延续增长态势，达到4.2亿元人民币，同比增长12.8%。 Tims天好中国CEO卢永臣表示："第三季度，我们实现了净新增门店数转正，并延续了系统销售额的强劲增长势头， 通过巩固差异化的"咖啡+暖食"战略，公司直营门店同店销售额实现了3.3%的正增长。与此同时，我们的加盟业务和 零售业务持续贡献稳定现金流与盈利能力，本季度其他收入利润同比 ...

（华润三九公告） 益气清肺颗粒于2025年1月获得国家药品监督管理局颁发的《药品注册证书》，并正在进行上市后的学术推广和挂网 销售等相关工作。 近日，华润三九发布公告称，公司的药品益气清肺颗粒通过谈判首次纳入《国家基本医疗保险、生育保险和工伤保险 药品目录（2025年）》。该药品的注册分类为中药3.2类，剂型为颗粒剂，协议有效期为2026年1月1日至2027年12月31 日，适应症为益气养阴，健脾和中，清热祛湿。 ...

Core Insights - The Chinese esports industry is projected to generate revenue of 29.331 billion yuan in 2025, reflecting a year-on-year growth of 6.40% [1] - The user base for esports in China is expected to exceed 495 million by 2025, marking a significant increase with a growth rate of 1.06% [1] Industry Growth and Trends - The esports industry is experiencing continuous growth, with a focus on global expansion, accelerated mobile development, and the emergence of regional ecosystems [3] - The KPL annual finals in November set a Guinness World Record for the highest attendance at a single esports event, with over 60,000 spectators [3][6] - The integration of esports with various sectors is creating new opportunities, as seen in the economic boost to local businesses during major events [3][10] Game Categories and Popularity - Shooter games dominate the esports landscape, accounting for 28.3% of the market, followed by MOBA and sports games at 14.1% each [4] - Popular titles like "Valorant" and "Delta Force" have significantly contributed to the growth of the shooter genre, with "Delta Force" achieving over 30 million daily active users [6] Mobile Esports Dominance - Mobile esports events are the mainstream, with mobile games comprising 58.6% of the market, while client games account for 25.3% [6] - The KPL finals marked a significant milestone as the first mobile esports event held at the Bird's Nest, attracting over 60,000 attendees [6][7] Event Activity and Format - In 2025, there will be 142 provincial and above-level professional esports events, an increase of 18 from the previous year, with 54% being fully offline events [8] - The rise of offline events is revitalizing the esports atmosphere and boosting local tourism and consumption [8][10] Technological Innovations - Technological advancements are enhancing the esports experience, with innovations in broadcasting, data systems, and cross-platform streaming [12][13] - Companies are leveraging AI and 5G technologies to improve live streaming quality and viewer engagement [13] Globalization of Esports - The Chinese esports industry is deepening its presence in overseas markets, particularly in Southeast Asia, the Middle East, and Latin America [14] - Major Chinese esports titles are gaining international recognition, with over 10 million overseas viewers and peak attendance of over 4.13 million for top events [14][16] Cultural Integration - The integration of esports with cultural tourism is becoming a trend, with events driving local economic activity and attracting visitors from outside cities [10][11] - The "1+1+PLUS" model aims to combine esports events with cultural and tourism activities, enhancing the overall experience [10][11]