此外，在村镇银行改革方面，"村改支"和"村改分"逐渐成为主流路径。据《现代商业银行杂志》此前报 道，11月26日，国家金融监督管理总局大连监管局公告，同意辽宁省大连市甘井子区浦发村镇银行解 散，其全部资产、负债、业务、网点及人员由上海浦发银行承接。一日前，富民浦发村镇银行亦因被主 发起行上海浦东发展银行收购而解散。 银行业正在经历快速而深度的收缩调整。国家金融监管总局数据显示，截至12月9日，今年获批退出营 业的银行网点已达9661家，数量较2024年全年2533家扩大逾200%，收缩速度明显加快。 | 金融监管总局网站 | | --- | 在退出网点的主体中，农村商业银行占据主导。《第一财经》梳理显示，农商行今年关闭的分支机构多 达5400家，占总量的55.9%。与此同时，国有大型银行退出网点962家，而股份制银行和城商行的退出 量相对较小。 网点压缩的同时，银行法人机构数量也在快速下降。截至12月8日，今年因合并或解散而注销的银行已 达377家，显著高于去年全年的190余家。其中，村镇银行仍然是被注销最多的类别，达到218家，占比 接近六成；农村商业银行和信用社则分别注销79家和70家。 从区域分布看，内 ...

Core Viewpoint - The announcement by President Trump to allow Nvidia to export its H200 AI chips to China marks a significant policy shift from the Biden administration's strict export controls on chip technology aimed at hindering China's semiconductor modernization efforts [3][6]. Group 1: Policy Changes - Trump stated that the decision includes conditions to safeguard U.S. national security and that the U.S. government will receive a 25% share of the revenue from these exports [1][6]. - The announcement effectively ends the ban on U.S. companies selling AI chips to China, contrasting sharply with previous restrictions [3][6]. - Nvidia's spokesperson described the decision as a "well-considered balance" that supports high-paying jobs and manufacturing in the U.S. [3]. Group 2: Market Impact - Following the announcement, Nvidia's stock price rose nearly 3% in after-hours trading, indicating positive market sentiment [3]. - The H200 chip is reported to have significantly enhanced performance, being nearly six times more powerful than its predecessor, the H100 [3][4]. Group 3: Competitive Landscape - Nvidia's CEO Jensen Huang views this policy change as a victory, believing that increased sales to China will lead to greater reliance on Nvidia's technology and more funding for R&D [6]. - Despite the approval for the H200 chip, concerns remain about whether Chinese buyers will purchase it, especially given the previous restrictions and the introduction of alternative domestic AI chips by Chinese companies [7][8]. - Chinese firms are actively developing their own AI chips to compete with Nvidia, with major players like Huawei and Alibaba increasing their investments in chip R&D [8].

Core Viewpoint - The recent announcement by President Trump allowing Nvidia to export its H200 AI chips to China marks a significant easing of the U.S. technology containment policy, reflecting economic pressures and strategic fatigue within the U.S. government [1][8]. Group 1: Nvidia H200 Chip Overview - The H200 chip, based on the Hopper architecture, is a top-tier GPU launched at the end of 2023, designed for generative AI and large language model training and inference optimization [1]. - The H200 features 141GB of HBM3e high-speed memory with a bandwidth of 4.8TB/s, nearly double that of its predecessor, the H100, which has 80GB of HBM3 and 3.35TB/s bandwidth [1]. - The H200's performance in handling large-scale models, such as Llama2 with 70 billion parameters, shows nearly a 100% improvement in inference performance compared to the H100 [1]. Group 2: Market Implications for China - The introduction of the H200 chip fills the performance gap between the H20 (a downgraded version for China) and the upcoming Blackwell architecture, providing a significant boost to Chinese AI capabilities [4]. - The total processing performance (TPP) of the H200 is approximately ten times the previous export control limits set by the U.S. [4]. - Despite the potential benefits, the market reaction to the H200's availability was muted, as leading Chinese AI teams had already accessed advanced chips through Cloud Service Provider (CSP) channels [4][5]. Group 3: CSP Model and Domestic Chip Market - The CSP model allows Nvidia and other companies to sell top-tier AI chips to select Chinese cloud service providers, who then offer computing power to various AI companies, circumventing direct sales bans [5]. - Current domestic AI chip manufacturers have not significantly penetrated the CSP market, with most relying heavily on the domestic market, particularly in the Xinchuang sector [5]. - The introduction of the H200 may not immediately impact domestic chip sales, but it could pose long-term challenges by increasing dependency on Nvidia's ecosystem [5]. Group 4: Strategic and Political Context - The easing of restrictions on the H200 is viewed as a diplomatic victory for China, showcasing its strategic patience and leverage in U.S.-China relations [8]. - Nvidia's CEO expressed uncertainty about whether China would accept the H200, highlighting the critical importance of the Chinese market to Nvidia's revenue [8]. - The U.S. political landscape is divided on this issue, with some viewing the decision as a significant economic and national security failure, while others see it as a necessary compromise for business interests [9].

Core Viewpoint - The Jiangsu Consumer Protection Committee has released a report indicating that domestic airlines are locking a large number of seats for online check-in and promoting paid seat selection services, which allegedly infringes on consumers' rights to fair trade and autonomy [1][3]. Group 1: Technical Aspects of Seat Locking - Airlines lock seats for various reasons, including ensuring the balance of the aircraft, as the center of gravity must be maintained within a certain range for safety and efficiency [3][5]. - The locking of seats, particularly in preferred areas such as the front rows and emergency exit rows, is a common practice among airlines to control passenger distribution and maintain aircraft stability [4][5]. - For example, in a Boeing 737-800 with an economy layout, airlines may lock the first four and last three rows to prevent an imbalance in passenger seating [5][7]. Group 2: Marketing Aspects of Paid Seat Selection - Since 2023, the overall ticket prices in China's civil aviation have been declining, while airlines are under pressure to return to profitability after significant losses during the pandemic, leading to the introduction of paid services like seat selection [12][21]. - The practice of charging for seat selection is seen as a market-driven approach to enhance revenue, as airlines lower ticket prices but seek to compensate through ancillary services [12][21]. - In contrast to domestic airlines, U.S. airlines have a more transparent pricing model for seat selection, where specific seat types are clearly priced, allowing consumers to make informed choices [13][15]. Group 3: Public Service Attributes of Airlines - The Jiangsu Consumer Protection Committee argues that airlines have a public service obligation to provide consumers with the freedom to choose their seats, as purchasing a ticket establishes a contractual relationship [19][20]. - However, it is contended that the primary obligation of airlines is to transport passengers safely to their destinations, and not necessarily to fulfill specific seat selection requests [20][21]. - The concept of public service in aviation is highlighted by the need for airlines to maintain operations in underserved areas, reflecting their social responsibility beyond mere profit motives [20][21].

Group 1 - The core argument of the article emphasizes the shift from "market for technology" to "independent innovation" in China's automotive industry, highlighting the importance of self-reliance in technology amidst rising global challenges [1][5] - The debate on whether to adopt "market for technology" or "independent innovation" has historical roots, with significant discussions occurring in the early 2000s, particularly influenced by a report from Professor Lu Feng [1][6] - The report by Professor Lu Feng criticized the reliance on foreign technology and advocated for the development of a self-owned intellectual property automotive industry, which has since become a foundational aspect of China's automotive strategy [4][7] Group 2 - The "market for technology" approach was prevalent during the early development of China's automotive industry, particularly in the 1980s when the country began to prioritize automobile production as a key industry [2][4] - The article discusses the contrasting views on China's automotive future, with some advocating for a focus on labor-intensive industries while others pushed for technological independence through local innovation [4][5] - The shift towards independent innovation gained momentum after the publication of Lu Feng's report, which coincided with a significant increase in automobile sales and the need for China to compete in a global market [7][8]

共建充电网络：五界品牌将联合投资建设"鸿蒙智行充电站"，整合现有充电资源，构建覆盖全国的超级 补能网络。通过统一的账号体系和充电地图，为用户提供无缝的补能体验。 12月8日，鸿蒙智行问界、智界、享界、尊界、尚界在上海共同宣布全面深化战略合作。 华为常务董事、产品投资委员会主任、终端BG董事长余承东，赛力斯（601127）集团董事长（创始 人）张兴海，奇瑞汽车股份有限公司董事长尹同跃，北京汽车集团有限公司党委书记、董事长张建勇， 江汽集团党委书记、董事长项兴初，上海汽车集团股份有限公司党委书记、董事长王晓秋，共同见证鸿 蒙智行合作的升级。 此次合作升级将围绕"统一标准、资源共建"的核心理念展开，意味着鸿蒙智行全方位生态联盟的合作再 升级。联盟将重点推进以下五大领域合作： 归一化、平台化解决方案：推动鸿蒙座舱、智能驾驶、云服务等核心技术和部件的标准化，统一质量管 控、统一生态接口，让车辆品质更稳定，助力中国智能汽车标准体系创新。 标准化服务体系：联盟将打造行业内首个跨品牌共享售后服务中心网络，实现售前、交付、售后等全流 程高质量服务标准化。 创新技术落地：设立联盟创新中心，共同研发下一代智能汽车技术，加速创新成果 ...

Core Viewpoint - Donald Trump's return to the White House has significantly altered the U.S. approach to its allies and adversaries, emphasizing ideological divides over traditional democratic values, and focusing on a domestic political agenda rather than promoting democracy abroad [1][2][12]. Group 1: U.S. Foreign Policy Changes - Trump's administration has shown a preference for supporting far-right parties in Europe, such as Italy's Giorgia Meloni and Germany's AfD, while undermining traditional liberal values that have historically underpinned transatlantic alliances [2][4]. - The U.S. government perceives a political shift to the right in Europe, anticipating that many European nations are merely lagging behind the U.S. by one election cycle [2][11]. - Trump's support for European far-right parties is seen as a strategic move to maintain U.S. influence in Europe while reducing military commitments [4][12]. Group 2: Impact on European Politics - The rise of far-right political forces in Central and Eastern Europe, such as Viktor Orbán in Hungary and other populist leaders, has been facilitated by Trump's policies, which may lead to a fragmented Europe rather than a unified pro-Trump bloc [5][12]. - The political landscape in Europe is increasingly polarized, with far-right parties expressing positive views of U.S. politics, contrasting with mainstream voters who hold negative opinions [11][12]. - The emergence of a new political coalition in Europe, inspired by Trump's "Make America Great Again" movement, indicates a shift towards a more nationalist and conservative agenda across the continent [2][10]. Group 3: Economic and Geopolitical Implications - Trump's policies have led to a significant realignment in European geopolitics, with countries like Hungary seeking closer ties with China and distancing themselves from U.S. influence [16][18]. - The potential for a fragmented Europe raises concerns about the long-term stability of U.S. influence, as populist leaders may not align with U.S. interests on key geopolitical issues [12][18]. - The return of nationalist sentiments in Europe could lead to a resurgence of German militarism, which poses risks for regional stability and U.S. interests [19][20].

【文/观察者网 张菁娟】日本近期围绕所谓"中国军机雷达照射"事件大肆炒作，还抛出"中方未接热 线"的说法。对于日本着急"加戏"的行为，《解放军报》刊文指出，这是为日本首相高市早苗涉台错误 言论造成的系列严重后果转移视线。 据《日经亚洲》（Nikkei Asia）9日报道，日本方面宣称，中国战机上周六（6日）在公海用雷达照射日 本战机后，日本防卫省官员试图通过热线联系中方，但未得到任何回应。 报道称，日本官员在8日的会议上向议员们通报了这一情况。一名议员说："他们告知我们，我方曾尝试 （致电），但对方未接听。"另一位高级官员也附和道，"日方拨打了热线，但未能接通。" 据报道，这条热线于2023年设立，是海空联络机制的一部分，为两国防务高层官员提供沟通渠道，旨在 增进互信、预防突发冲突。 日本前防卫大臣小野寺五典当天还渲染道，"此前从未有航母驶过冲绳本岛和大东诸岛之间。"他声称， 尽管辽宁舰行驶在国际水域，但如果在靠近日本岛屿的区域起飞战斗机，"它们可能瞬间侵入日本领 空"。 日本外务省一名高级官员透露，日本外务事务次官船越健裕7日声称，日本自卫队飞机不会主动靠近， 但即便靠近，像6日那样中方对其进行间歇性雷达照 ...

【文/观察者网 阮佳琪】 11月底，俄罗斯新罗西斯克附近的里海管道联盟（CPC）石油码头遭到乌克兰无人艇攻击，这个股东涵 盖俄罗斯、哈萨克斯坦及美国企业的能源枢纽受损严重，码头的2号系泊装置（SPM-2）严重损毁，装 船基础设施瘫痪、石油出口被迫中断。 CPC管道承担着哈萨克斯坦80%以上的石油出口任务，输送量占全球供应量的逾1%。哈萨克斯对此坦 强烈抗议，怒斥此举"损害双边关系"，而乌克兰方面则辩称相关行动"仅针对俄罗斯"。 综合中国商务部信息，项目实施单位——北里海运营公司股东包括哈国家油气公司（16.877%）、皇家 壳牌（16.807%）、道达尔（16.807%）、阿吉普（16.807%）、埃克森美孚（16.807%）、中石油 （8.333%）、日本帝石（7.563%）等。 据报道，西方石油公司2000年代初期介入后因技术瓶颈相继退出，哈萨克斯坦政府行使优先购买权收回 股份后，于2013年将其中的美方持份转售中石油，中方因此跻身项目股东行列。 上述知情人士透露称，这批原油将通过阿塔苏-阿拉山口输油管道，从卡沙甘油田运往中国。中石油预 计通过该管道向中国输送约3万吨原油，Inpex的供应量则为2万吨左右 ...

Group 1 - The Russian government is considering strengthening restrictions on the export of cash rubles and gold to prevent capital outflow risks, as part of measures to maintain financial stability in a complex external environment [2][8] - The restrictions will prohibit the export of cash rubles of unknown origin and those intended for EU member states, along with a complete ban on gold bar exports [2][8] - These measures are part of a broader plan aimed at "cleaning up" the Russian economy, with President Putin instructing the government to expedite this initiative [2][8] Group 2 - President Putin has signed a decree extending the ban on foreign investors from "unfriendly countries" buying and selling shares in important Russian enterprises until the end of 2027 [4][11] - The ban primarily targets transactions that could alter ownership, registered capital, or the execution of investment projects, affecting strategic enterprises, thermal power plants, and companies providing equipment and services to the energy sector [4][11] - Transactions involving shares held by "unfriendly country" investors in Russian banks and mineral resource users are also included, with exceptions only possible through special presidential permission or if listed on an exception list [4][11]