Core Points - Beijing has issued a blue alert for cold wave due to strong cold air, expecting a temperature drop of 8 to 10 degrees Celsius on average and a minimum drop of 6 to 8 degrees Celsius from November 16 to 17 [1] - A blue alert for strong winds has also been issued, predicting winds of 3 to 4 levels with gusts reaching 6 to 7 levels from the night of November 15 to the evening of November 17 [1] - The city has officially started heating services as of November 15, with preparations in place to ensure adequate heating during the upcoming cold weather [1] Weather Alerts - The cold wave is expected to bring minimum temperatures to around -3 degrees Celsius in plain areas and -6 to -4 degrees Celsius in other regions during the nights of November 16 and 17 [1] - The strongest wind period is anticipated from the morning of November 16 to the first half of the night, with gusts potentially exceeding 9 levels in mountainous areas [1] Public Safety Measures - The public is advised to stay away from tall buildings, billboards, and temporary structures during windy conditions to avoid falling objects [2] - Precautions against forest fires are emphasized due to dry weather, and individuals are urged to dress warmly to prevent cold-related illnesses [2] - Safety measures for home heating, including electrical and gas safety, are recommended to prevent fire hazards and carbon monoxide poisoning [2]

【导读】公募热议《关于促进新能源集成融合发展的指导意见》 新能源又一次成为市场焦点！ 近日，国家能源局发布《关于促进新能源集成融合发展的指导意见》。与此同时，新能源指数今年4月 初以来反弹超55%。 多位业内人士表示，《意见》出台，或将利好国内新能源的储能建设，新能源配储比例有望上升。中长 期来看，新能源行业仍具有较好的投资价值，关注电网设备、风电设备出海、锂电产业等。 《意见》出台 或将利好国内新能源的储能建设 《意见》指出，到2030年，集成融合发展成为新能源发展的重要方式，新能源可靠替代水平明显提升， 市场竞争力显著提升，有力支撑经济社会发展全面绿色转型，为加快中国式现代化建设提供更加安全可 靠的绿色能源保障。 汇丰晋信双核策略基金基金经理韦钰表示，新能源行业的发展从此前的"发电"逐步转变成"发电+消 纳"并重的模式。具体来说，《意见》明确2030年集成融合发展成为新能源发展的重要方式，或将利好 国内新能源的储能建设，新能源配储比例有望上升。 德邦基金基金经理汪宇认为，区别于传统新能源项目建设的发展模式，新能源集成融合发展要求在开发 利用过程中充分考虑新能源与其他能源品种的配合，强化电源侧与负荷侧的协调 ...

Core Points - Multiple airlines have announced special handling policies for tickets related to flights to and from Japan, allowing free changes and cancellations for affected travelers [1][3][6] Group 1: Airline Policies - China Southern Airlines allows free changes and cancellations for tickets purchased or reissued before November 15, 2025, for flights between November 15, 2025, and December 31, 2025 [1] - Air China has similar provisions for tickets purchased before November 15, 2025, covering flights to major Japanese cities during the same travel period, with specific rules for changes and cancellations [2] - Hainan Airlines has established a policy for tickets issued before November 15, 2025, allowing free changes and cancellations for flights to Japan within the specified dates [4][5] Group 2: Government Advisory - The Ministry of Foreign Affairs has issued a warning for Chinese citizens to avoid traveling to Japan due to rising safety concerns and incidents involving Chinese nationals [6]

Core Insights - Leap Motor has announced a sales target of 1 million units for 2026, having completed its 2025 target of 500,000 units 45 days ahead of schedule [2][5] - The company has become the first new car manufacturer to achieve its 2025 sales target and is positioned to be the leader in the new car manufacturing sector for that year [5] - Leap Motor has consistently been the monthly sales leader among new car manufacturers since March 2025, with record monthly deliveries exceeding 60,000 units in September and 70,000 units in October 2025 [5] Sales Performance - Leap Motor's early achievement of the 2025 sales target was anticipated, with CEO Zhu Jiangming expressing optimism about the fourth quarter of 2025 and confirming that orders were meeting expectations [5][7] - The company aims to launch 2 to 3 new models from the D series and 2 models from the A series in 2026, indicating a strong product pipeline [7] Historical Context - Leap Motor was founded in 2015 and reached its 1 millionth vehicle production milestone on September 25, 2025, becoming the second new car manufacturer to join the "million club" after Li Auto [7] - The company took five years to produce its first 500,000 vehicles but achieved the next 500,000 in less than a year, showcasing rapid growth [7] Strategic Focus - Leap Motor's strategy for achieving its next 1 million vehicle production target is centered on "upgrading and sincerity," emphasizing the importance of superior products and positive user feedback [7]

【导读】高瓴旗下HHLR Advisors三季度末美股持仓曝光 新进百度集团 三季度，HHLR Advisors大举加仓了拼多多、阿里巴巴等，新进百度集团、满帮集团等公司，但是减持了富途控股、网易、 逸仙电商等，清仓了京东、唯品会、理想汽车等。 今年三季度末，HHLR Advisors持有中概股的市值，占其持仓总市值的比例超过90%，继续成为核心配置，显示了其对中国 优质资产的长期看好。数据显示，三季度该公司新买进5只股票，增持4只股票；清仓8只股票，减持4只股票。 该公司的前十大重仓标的，包括拼多多、阿里巴巴、富途控股、微牛证券、百济神州、百度集团、传奇生物、网易、贝壳 等，前十大重仓股占总持仓的比例为93.46%。 | | | | 高瓴旗下HHLR今年三季度末美股前15大重仓 | | | | --- | --- | --- | --- | --- | --- | | 排名 | 证券代码 | 证券简称 | 持有市值 | 持有数量 | 较上季度变化情况 | | | | | (万美元) | (万股) | | | 1 | PDD | 拼多多 | 113568.39 | 859.26 | 增持161.58万股 | ...

（原标题：致15死1失踪，湖南重大水上交通事故调查报告公布） 来源：湖南省应急管理厅网站 据湖南省应急管理厅消息，怀化沅水流域"2·25"重大水上交通事故调查报 告公布。 2025年2月25日10时许，湖南省怀化市沅陵县清浪乡沅水流域桐木溪渡口东侧，"怀绿水1号"垃圾清洁回 收船与"湘沅陵客0301"轮客船相撞，造成客船沉没，客船上19人全部落水，其中3人获救、15人死亡、1 人失踪，直接经济损失2160.7万元。 "怀绿水1号"外观轮廓 事故发生后，国务院安委会对该起事故调查处理实行挂牌督办。事故调查组调查认定，怀化沅陵沅水流 域"2·25"事故是一起重大水上交通生产安全事故。 （一）司法机关已采取刑事强制措施人员 1.涉嫌重大责任事故罪逮捕4人。 （1）谭文发，"0301"轮船主； （2）代波，"怀绿水1号"轮驾驶员； （3）代双清，双亿公司总经理，源清流洁公司法人代表； （4）王启亿，双亿公司法人代表。 2.对在事故调查中发现的涉嫌串通投标违法犯罪的5名相关人员，公安机关已采取强制措施。 （二）有关公职人员 其中"0301"轮违规横越，未主动避让顺航道行驶船舶"怀绿水1号"轮，是事故发生的主要原 因，" ...

Core Points - A significant cold wave is affecting most parts of China, leading to a rapid drop in temperatures, with average or minimum temperatures expected to decrease by 6 to 10 degrees Celsius, and in some areas, the drop could exceed 14 degrees Celsius [1][2] - The cold wave is expected to impact northern regions primarily from November 15 to 17, with specific areas experiencing temperature drops of 10 to 14 degrees Celsius [1] - Accompanying the cold wave, strong winds are forecasted, with wind speeds reaching 5 to 6 levels and gusts up to 8 to 9 levels in various regions [1][2] Weather Impact - Rain and snow are anticipated due to the cold wave, with heavy snowfall expected in parts of Inner Mongolia, Heilongjiang, Gansu, and Shaanxi, with snow accumulation potentially exceeding 15 centimeters in some areas [2] - The cold wave will lead to a "freeze mode" across most of the country, ending the warmer weather pattern in the central and eastern regions [2] - Public advisories emphasize the need for individuals to stay informed about local weather forecasts and to dress warmly to mitigate the effects of the cold [2]

Group 1 - The China Securities Regulatory Commission (CSRC) has received a report from CITIC Securities regarding the completion of the IPO guidance for Yushu Technology Co., Ltd. as of November 10 [1] - The guidance team assisted Yushu Technology in enhancing its corporate governance structure, including the appointment of three independent directors and the establishment of various committees [1] - CITIC Securities believes that Yushu Technology has developed a sound corporate governance system and is well-prepared for the IPO process, having a comprehensive understanding of the legal responsibilities and obligations related to public offerings [1] Group 2 - Yushu Technology was established on August 26, 2016, and is focused on the research and development of high-performance quadruped and humanoid robots [2] - The company has independently developed key components such as motors, reducers, controllers, and laser radars, along with motion control algorithms [2] - Yushu Technology's product range includes quadruped robots like Laikago, Aliengo, Go series, and humanoid robots H1/G1/R1 [2]

Group 1 - The Chinese Maritime Safety Administration has issued a navigation warning regarding live-fire exercises in the central Yellow Sea from November 17 to 19, prohibiting entry into certain areas during the specified times [1]

Core Viewpoint - Yushu Technology has made significant progress in its IPO process, with the completion of its counseling work as reported by CITIC Securities, indicating that the company is nearing its IPO application stage [1][6]. Group 1: IPO Counseling Progress - CITIC Securities submitted a report on November 10, confirming the completion of the IPO counseling for Yushu Technology, which is now in the "counseling acceptance" stage [1][5]. - The counseling was conducted in collaboration with Beijing DeHeng Law Offices and Rongcheng Accounting Firm, addressing two main issues: the finalization of fundraising plans and the establishment of a governance structure [5][6]. - The company has now established a complete governance system, including the appointment of three independent directors and the formation of various board committees, meeting the requirements for listed companies [5][6]. Group 2: Company Background and Market Position - Founded on August 26, 2016, Yushu Technology focuses on the development of high-performance quadruped and humanoid robots, with products including Laikago, Aliengo, and H1/G1/R1 [8][10]. - The company gained significant attention earlier this year when its humanoid robot performed on a popular TV show, leading to increased market interest and product launches [9][10]. - Yushu Technology plans to submit its IPO application to the Science and Technology Innovation Board between October and December 2025, with its progress aligning with previous expectations [10]. Group 3: Strategic Investments and Support - CITIC Securities has shown strong commitment to Yushu Technology, assigning 28 staff members to the counseling project and indicating a strategic investment in over 30 private technology companies [12][13]. - CITIC Securities holds a 0.3878% stake in Yushu Technology through its wholly-owned subsidiary, further emphasizing its vested interest in the company's growth [14].