作为移动营销领域的权威第三方机构，AppsFlyer凭借十年发布《广告平台综合表现报告》的积累，以真实数据为基石，为行业 呈现了一幅动态广告平台发展、演进的竞争图景。在AppsFlyer 2025版报告中，其对广告行业的洞察既涵盖格局重构的宏观趋 势，也触及素材优化、技术赋能的微观变革，更明确了未来的核心增长赛道，为广告主与平台方提供了关键决策参考。 AppsFlyer大中华区总经理王玮博士在接受媒体采访时表示，在分布式竞争时代，行业的格局整体会更加分散，广告主的预算在 不同渠道的分配会比以前更加均衡。 隐私新政与AI技术的双重冲击，彻底打破了移动广告行业此前"双寡头主导"的格局，推动市场进入"分布式竞争时代"。 AppsFlyer数据显示，早年间Google、Meta两大平台曾一度占据全球广告主60%的投放预算，而2025年这一比例已显著下降，预 算跨渠道分配愈发均衡。与此同时，预算向头部平台集中的趋势并未逆转，只是"头部"的定义从"两强"扩展为"前十家左右的平 台"——全球排名前五的媒体渠道中60%实现年度增长，6至10名的增长比例更是高达80%。 这一趋势背后，是广告主的"风险分散"与"效率优先"双重诉 ...

生态环境局于2025年11月5日委托具有CMA资质的第三方检测机构对该单位昼间、夜间厂界噪声分别进 行了监督性监测。依据检测报告，实测厂界噪声昼间为55 dB(A)、夜间为54dB(A)，检测结果符合相应 的排放限值。经沟通协调，该单位于近期对排气筒末端安装了消声器等噪声治理措施进行了提升优化。 11月18日对我局委托第三方检测机构对该单位厂界噪声再次进行了监督性监测。依据检测报告，该单位 厂界噪声夜间为46dB(A)，针对该单位位于越秀星樾小区噪声敏感点昼间为49dB(A)、夜间为44dB(A)， 检测结果符合相应的排放限值。小米手机工厂产生的噪声明显得到改善降低。 据悉，11月初，北京昌平越秀星樾比计划提前2个月交房，并举行了交付仪式。 成交均价6.15万元/㎡，网签金额总计约45.3亿元。 11月13日，据人民网留言板消息，有网有留言称，越秀星樾小区夜间（22点-6点）噪音超过标准的45分 贝，最大值为64分贝，每分钟一次，平均为54分贝，居民无法入睡，请求政府帮忙找到噪音源并进行治 理，达到居民区的夜间噪音标准。 收到投诉后，昌平区生态环境局与市民联系并进行了现场检查核实。回复称，市民反映的噪声主要是 ...

拍卖成交确认书显示，最终成交价为328275360.00元，河南郑风郑韵酒店管理有限公司拍得该资产，具 体位置在河南郑州市金水区农科路16号11号楼1-4,31-43,45-46层146号。其建筑面积约4.11万平方米，规 划用途为商业服务（现状为酒店），土地使用期限至2053年8月27日。 据京东资产交易平台披露，此前，11月，泉州延趣网络科技有限公司以3.31亿元的底价，竞得泉州富力 万达文华酒店。9月，湖南骊驰咨询管理有限公司以5.13亿元的价格，拍下长沙富力万达文华酒店。这 也意味着，富力地产旗下酒店数量仅剩20家。（界面） 12月9日，智通财经从从京东资产交易平台获悉，位于河南郑州的五星级酒店富力万达文华酒店于当日 上午10:00拍卖落槌，最终以约3.28亿元成交，仅为评估价的7折。 拍卖信息显示，该标的物的评估价为约4.69亿元，所有人为郑州万达文华酒店管理有限公司，该公司隶 属于富力地产全资子公司广州兆晞投资有限公司。此次为该标的物首次司法拍卖，于12月8日上午10时 开始，12月9日上午10:00结束。该司法拍卖标的物处置单位为广东省广州市中级人民法院。截至智通财 经发稿，共吸引16741人围 ...

其中提到，实现更高水平住有所居，加快构建房地产发展新模式，优化保障性住房供给，大力推动"川 居好房"建设，提升房屋品质和物业服务质量，加强房屋全生命周期安全管理，推动房地产高质量发 展。 有效防范化解房地产、地方政府债务、中小金融机构等重点领域风险。 推动房地产高质量发展。 12月10日，四川省发布《中共四川省委关于制定四川省国民经济和社会发展第十五个五年规划的建 议》。 ...

Core Viewpoint - The Qinghai Provincial Committee emphasizes the need for high-quality development in the real estate sector, focusing on a new development model and enhancing housing supply systems to meet diverse residential needs [2]. Group 1: Real Estate Development - The proposal includes accelerating the construction of a new model for real estate development, improving the foundational systems for commodity housing development, financing, and sales [2]. - There is a commitment to a "guarantee + market" housing supply system, promoting both rental and purchase options while increasing the construction and supply of affordable housing [2]. Group 2: Housing Supply and Quality - The initiative aims to better meet the basic housing needs of urban wage earners and various struggling families by providing diverse and upgraded housing options [2]. - The plan includes the creation of unique housing products, such as "summer resort houses," that reflect the characteristics of Qinghai [2]. - There is a focus on building safe, comfortable, green, and smart housing, along with implementing quality improvement projects for housing and property services [2].

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]

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