近日，华夏航空（002928）宣布拟与空中客车公司签订《A320系列飞机采购协议》。根据该协议，华 夏航空向空客购买和接收总共3架A320系列飞机，经国家批准认可后，空客将自2030年起三年内向公司 交付完成上述飞机。 (华夏航空) ...

Group 1 - The core point of the article is that China National Airlines has signed a purchase agreement with Airbus for 60 A320NEO aircraft, with a total list price of approximately $9.53 billion, scheduled for delivery in batches from 2028 to 2032 [1] Group 2 - The agreement signifies a strategic move by China National Airlines to expand its fleet with modern aircraft, enhancing operational efficiency and capacity [1] - The A320NEO series is known for its fuel efficiency and lower emissions, aligning with industry trends towards sustainability [1] - This purchase reflects the ongoing recovery and growth in the aviation sector post-pandemic, as airlines look to modernize their fleets [1]

Core Viewpoint - The news highlights the significant market response to the announcement of Changxin Technology's IPO application, indicating strong investor interest in the semiconductor sector, particularly in DRAM manufacturing [1] Group 1: Market Reaction - Changxin Technology's concept stocks opened high, with Hefei Urban Construction hitting the daily limit up [1] - Other companies such as Shangfeng Cement, HeBai Group, Longdi Group, Jingce Electronics, and Jingzhida also saw notable increases in their stock prices [1] Group 2: IPO Details - Changxin Technology, recognized as China's first and the world's fourth-largest DRAM manufacturer, has submitted its IPO application to the Sci-Tech Innovation Board, which has been accepted by the Shanghai Stock Exchange [1] - The company aims to raise 29.5 billion yuan through this IPO [1] - The prospectus reveals that the company's profits are expected to exceed forecasts by the fourth quarter of 2025 [1]

Core Viewpoint - Ganfeng Lithium has received a notice from the Yichun Public Security Bureau regarding prosecution for alleged insider trading, with the case now transferred to the procuratorate for review and prosecution. The company asserts that its production and operational activities remain normal and orderly, and the matter is related to previously disclosed historical events, expected not to impact normal operations [1] Group 1 - Ganfeng Lithium was notified of a prosecution for alleged insider trading, which has been transferred to the procuratorate [1] - The company maintains that all production and operational activities are functioning normally [1] - The insider trading allegations are linked to a previously disclosed historical event, indicating that the company does not anticipate any operational disruptions [1] Group 2 - In July 2024, Ganfeng Lithium received an administrative penalty decision from the Jiangxi Securities Regulatory Bureau for insider trading related to a certain A-share listed company [1] - The China Securities Regulatory Commission initiated a case against the company on January 24, 2022, resulting in the confiscation of illegal gains amounting to 1.1053 million yuan and a fine of 3.3159 million yuan [1]

编辑丨安安 铁路元旦假期运输自2025年12月31日启动，至2026年1月4日结束，为期5天，全国铁路预计发送旅客 7780万人次，其中1月1日为客流最高峰。 ...

Core Insights - The "2025 China Manufacturing Power Development Index Report" indicates that in 2024, China's manufacturing power development index will be on par with Germany and Japan, achieving positive growth across all sub-indices, and entering the second tier of global manufacturing powers, successfully reaching the strategic goal of the "first step" in manufacturing power construction, becoming the fourth country to join the ranks of global manufacturing powers after the United States, Germany, and Japan [1] Group 1 - In 2024, China's manufacturing power development index will show positive growth and align with Germany and Japan [1] - China will become the fourth country to enter the global manufacturing power ranks, following the United States, Germany, and Japan [1] Group 2 - By 2030, seven industries, including information and communication equipment, new energy, and smart connected vehicles, are expected to maintain a world-leading position [1] - The next decade is critical for the "second step" in manufacturing power construction, with a goal for China to rank among the world's leading manufacturing powers by 2035 [1]

Core Viewpoint - Morgan Stanley's report indicates that Waymo is at a disadvantage compared to Tesla in terms of hardware costs for autonomous driving vehicles, with Waymo's operational cost per mile significantly higher than Tesla's [1] Cost Comparison - Waymo's current operational cost is approximately $1.43 per mile, while Tesla's cost is only $0.81 per mile [1] - The disparity in costs raises questions about whether Tesla will maintain a long-term advantage [1] Future Projections - Waymo plans to deploy new vehicles by 2026, which could reduce operational costs to between $0.99 and $1.08 per mile [1] - This potential cost reduction is attributed to testing lower-cost base vehicles from Hyundai and Zeekr, rather than the high-end Jaguar I-Pace models currently used [1] Insurance Cost Implications - If the safety record of autonomous taxis continues to improve, there may be a decrease in insurance costs, further impacting overall operational expenses [1]

12月30日，国家金融监督管理总局辽宁监管局发布批复，核准周峙盛银消费金融有限公司董事长的任职资格。 批复显示，盛银消金应要求上述核准任职资格人员严格遵守金融监管总局有关监管规定，自本行政许可决定作出之日起3个月内到任，并按要求及时报告到 任情况。未在上述规定期限内到任的，本批复文件失效，由决定机关办理行政许可注销手续。 盛银消金应督促上述核准任职资格人员持续学习和掌握经济金融相关法律法规，牢固树立风险合规意识，熟悉任职岗位职责，忠实勤勉履职。 （国家金融监督管理总局） ...

白飞鹏，52岁，现为中国人保发法律合规部总经理，高级经济师。白飞鹏曾任人保财险法律部副总经 理，内蒙古自治区分公司副总经理；中国人保法律合规部副总经理。白飞鹏亦兼任中国保险学会法律专 业委员会委员，中国保险资产管理业协会法律合规专业委员会副主任委员，中国保险行业协会法律合规 专业委员会副主任委员，中国人保公益慈善基金会理事。白飞鹏拥有清华大学法学博士学位。 12月30日，中国人保（601319）发布公告称，该公司审议通过了关于聘任白飞鹏为公司法律总监、首席 合规官、首席风险官的议案。 ...

12月30日，招商银行（600036）发布公告称，该行收到《国家金融监督管理总局关于崔家鲲招商银行行 长助理任职资格的批复》（金复〔2025〕764号）和《国家金融监督管理总局关于王兴海招商银行行长 助理任职资格的批复》（金复〔2025〕770号）。根据上述批复，崔家鲲和王兴海招商银行行长助理的 任职资格均已获得核准。崔家鲲和王兴海担任招商银行行长助理的任期均自2025年12月29日起生效。 崔家鲲，1974年12月出生，招商银行行长助理，南京农业大学经济学学士，中欧国际工商学院工商管理 硕士。崔家鲲2000年6月加入招商银行，历任招商银行上海分行副行长、苏州分行行长、广州分行行 长，2025年12月起任招商银行行长助理。兼任招商银行北京分行行长。 王兴海，1976年11月出生，招商银行行长助理，首都经济贸易大学国际企业管理专业经济学学士。王兴 海1999年7月加入招商银行，历任招商银行北京分行副行长，总行机构客户部兼养老金金融部总经理， 深圳分行副行长、行长，2025年12月起任招商银行行长助理。兼任招商银行深圳分行行长。 （招商银行） ...