中国化学公告，公司孙公司中国化学赛鼎宁波工程有限公司作为共同被告，涉及胡菊玲等投资者以证券 虚假陈述责任纠纷对康得新复合材料集团股份有限公司提起的诉讼。原告请求判令被告一康得新复合材 料集团股份有限公司支付投资损失约41.39亿元，并要求其他被告承担连带赔偿责任。公司初步评估， 本案不会对本期利润或期后利润产生实质影响。 ...

Core Viewpoint - The recent "2025 Digital Technology Ecosystem Conference" highlighted the modernization and upgrading of the mobile payment industry chain, emphasizing the importance of digital economy development as a key direction for industrial renewal [1][3]. Group 1: Industry Development - The State-owned Assets Supervision and Administration Commission (SASAC) has prioritized the development of the digital economy as a significant action for industrial renewal, launching initiatives for modern industrial chain construction and "AI+" special actions [1]. - China Telecom aims to leverage the new opportunities presented by technological revolutions and industrial transformations to upgrade its strategy towards "cloud transformation, digitalization, and intelligent benefits" [3]. Group 2: Technological Advancements - The focus is on enhancing technological capabilities in AI big data, blockchain, and privacy computing, which are essential for digital and payment applications [4]. - China Telecom plans to strengthen four major technology platforms: "Xingyuan," "Lingze," "Yufeng," and "Chenzhi," to establish a solid foundation for industrial development [4]. Group 3: Regulatory Framework - China Telecom is actively exploring the construction of an intelligent, penetrating regulatory system to meet the requirements of comprehensive oversight across all levels, chains, processes, and elements [4]. - The company has identified 11 key areas to focus on, utilizing big data and core technologies to build an intelligent regulatory platform aimed at enhancing risk management across the group [4]. Group 4: Risk Management - The goal of penetrating regulation is to enhance regulatory efficiency and promote intelligent oversight, enabling companies to improve their core competitiveness through high-quality development [5]. - To effectively implement penetrating regulation, challenges related to data, models, and mechanisms must be addressed, with a focus on unified planning, standards, and governance [5].

Group 1 - Shanghai aims to accelerate the construction of "five centers" to enhance its status as an international economic and financial center, focusing on the internationalization of the RMB and the development of an offshore financial system [1][2] - The Shanghai financial system is committed to high-quality development, aligning with the spirit of the 20th National Congress of the Communist Party of China, emphasizing the importance of financial support for national modernization [3] - A series of financial service activities for small and micro enterprises in Shanghai has been successfully held, promoting access to financing and sharing relevant financial tools and policies [4] Group 2 - The Shanghai Municipal People's Congress is soliciting public opinions on the draft regulations for the development of offshore bond business in the Pudong New Area, indicating a push for regulatory clarity in this sector [5] - The People's Bank of China has issued a notice to upgrade the functions of free trade accounts in the Shanghai Free Trade Zone, aiming to facilitate cross-border capital flows and support the construction of international financial and trade centers [6] - The Shanghai Financial Technology International Forum highlighted Shanghai's rise to the second position in the Global Fintech Center Development Index, with a fintech industry scale exceeding 440 billion yuan [7][8] Group 3 - The China Construction Bank held a "dual empowerment" event to support enterprises going global, providing strategic planning and financial solutions to facilitate international business [9] - HSBC announced a $1.5 billion credit facility to support technology innovation enterprises in mainland China, marking a significant investment in the sector [10] - A satellite internet financial service matrix was launched in Shanghai, aiming to create a comprehensive financial ecosystem for the satellite internet industry [11] Group 4 - The 19th Shanghai Investment and Financing Fair concluded with nearly 400 enterprises receiving targeted financial matchmaking services, showcasing the effectiveness of localized financial support [12][13] - The Shanghai Financial Industry Association held its second council meeting, discussing key projects related to the construction of the international financial center [14] - New green finance initiatives have been introduced, allowing for optimized management of cross-border financing for green development projects [15] Group 5 - The first inter-institutional REITs project for industrial plants was successfully established in Shanghai, expanding the asset range for institutional REITs and providing new financing channels for local state-owned enterprises [19] - Four private equity investment institutions successfully issued technology innovation bonds, demonstrating the growing diversity of investors and the effectiveness of risk-sharing tools [20] - The National Financial Regulatory Administration has adjusted risk factors for insurance companies, encouraging greater support for foreign trade enterprises [21][22]

尽管"黑五"销售额数据亮眼，但多重经济压力正在侵蚀美国消费市场的根基，表面增长难掩实际购买力 下降。 在美国，每年11月的最后一个星期五，即感恩节的后一天，被称为"黑色星期五"(下称"黑五")。当天， 商家们会推出大规模促销活动吸引消费者，美国假日购物季也随之开启。 在"黑五"之后的第一个星期一被称为"网络星期一"，也是美国一年中线上销售最火爆的购物日之一。 今年美国假日购物季迎来了"开门红"。12月2日，美国零售联合会(NRF)发布数据显示，从感恩节到"网 络星期一"的五天内，约有2.029亿美国消费者进行了购物。这不仅超出NRF此前预测的1.869亿人次，更 是打破了该组织自2017年开始追踪该数据以来的所有纪录。 然而，光鲜数字背后，美国消费者正面临通胀高企、就业市场走弱和关税推高物价的多重压力。赛富时 (Salesforce)报告显示，虽然消费总额增加，但消费者购买的商品数量减少了。 最近公布的美联储褐皮书也指出，美国消费支出整体进一步下滑，尤其是中低收入家庭。 线上狂欢 奥多比分析公司(Adobe Analytics)最终数据显示，"黑五"当天，美国线上销售额达118亿美元，创历史纪 录，较2024 ...

12月5日，2025数智科技生态大会——中国电信现代产业链焕新升级供应链大会暨AI+智慧监管生态合作论坛在广州召开，国务院国有资产监督管理委 员会规划发展局二级巡视员孙鹏出席论坛并致辞。 本次论坛聚焦数实深度融合与数字科技生态共建共享，紧扣AI创新应用与产业合作主题。借此机会，孙鹏提出三点倡议：一是以AI创新为引擎，赋能 产业高质量发展，持续提升数字经济技术与产品供给能力，把AI创新放在核心位置，加快通用大模型、行业大模型迭代优化，针对性解决产业企业解决研 发、生产、运营等各方面的难点痛点。 二是以链长建设为纽带，推动产业链融通协同。链长建设是构建现代化产业体系的关键抓手，中央企业要充分发挥龙头作用，加强与各类所有制的产业 链、供应链合作，促进产业链上中下游、大中小企业协同发展，特别是发挥好链长企业的融通带动作用，助力提升产业链供应链韧性和安全水平。 三是以构建产业生态为抓手，共建开放数字新优势。数字生态建设是一个整体性、系统性、长期性的工程，需要各方齐心协力、优势互补。中央企业要 加大数字科技领域投资合作，带头加强与商业伙伴工商共享，要结合粤港澳大湾区等重点区域优势，强化区域产业与资源联动，打造国际化数字合 ...

当地时间12月6日，乌克兰总统泽连斯基在社交媒体上表示，其与乌军总参谋长格纳托夫、乌国家 安全与国防委员会秘书乌梅罗夫以及美国特使威特科夫和美总统高级顾问库什纳进行了长时间且内容丰 富的电话会谈。 泽连斯基表示，会谈聚焦多个关键议题，双方就如何保证结束冲突、构建长期安全框架以及建立对 俄罗斯履行义务情况的监督机制等问题展开深入交流。 泽连斯基强调，乌方决心继续与美国方面保持合作，以实现可持续的和平。双方已就后续工作步骤 及对话形式达成一致。 泽连斯基强调，乌克兰的原则是：一切提议都必须切实可行，每一件对和平、安全和重建至关重要 的事情均应如此。 同时，泽连斯基6日在社交媒体发文称，俄军5日晚至6日凌晨再次对乌克兰发动空袭，袭击的主要 目标是乌能源基础设施。他呼吁盟友对俄方袭击城市和民用设施进行制裁。 值得关注的是，法国总统马克龙6日通过社交媒体宣布，他将于8日前往伦敦，与泽连斯基、英国首 相斯塔默和德国总理默茨会面，共同评估当前乌克兰局势以及在美国斡旋框架下进行的和平谈判。 马克龙表示，乌克兰局势关系到整个欧洲的安全，欧洲将继续与美国一道，为乌克兰提供安全保 障。 11月20日，美媒披露白宫起草的28点俄乌" ...

2025年，铜价抬升的原因之一是美国囤库。特别是在这一周，LME铜库存出现集中提货之后，市场对 于非美地区低库存的担忧越发高涨。COMEX—LME溢价持续存在，尽管三季度、四季度溢价较二季度 大幅回落，但溢价均值仍维持在330美元/吨附近。花旗集团表示，COMEX和LME套利交易导致铜流向 美国，预计将进一步加剧LME铜供应吃紧。而且随着投资者押注美国经济软着陆，宏观基金买盘将继 续支撑价格，同时供应缺口不断扩大，预计铜价将持续攀升至明年初，第二季度均价约为13000美元/ 吨，高于此前10月预测的12000美元/吨，其乐观情境预测从14000美元/吨上调至15000美元/吨。不仅是 花旗在继续看涨，国内研究者也普遍继续看涨铜。中信证券的最新预测认为，明年LME铜价中枢将上 移至12000美元/吨以上。成本维度上看，近十年全球铜矿的单位勘探成本增长逾20倍至3300美元/吨以 上，新建、扩建项目的投资强度翻倍至15000美元/吨以上，参考上一轮资本开支高峰的铜价水平，当前 刺激价格或将上移至12000美元/吨，底部效应明显。(券商中国) ...

（浦东新区供图） 在"深入推进高水平制度型开放，增创国际竞争合作新优势"板块，介绍了上海自贸试验区高水平制度型开放80条举措完成情况，包括率先在全国试点离 岸贸易印花税优惠政策、上海自贸试验区文物管理制度创新、全国首单外资班轮船沿海捎带业务、"中国洋山港"籍船舶登记制度等一批新突破。 今年是浦东开发开放35周年，12月6日，位于浦东展览馆的"在国家战略的引领下——浦东开发开放主题展"焕新布展后首次开放。 八大展区全景呈现，引领区建设硕果累累 （浦东新区供图） 展览共分八大主题展区，通过近千幅图片和实物、实境还原置景等丰富展陈形式，展现了在市委、市政府领导下，在国家部委和全市各方支持下，浦东 新区牢记嘱托、接力推进，以高质量发展为主线，以科技创新为引领，以改革开放为动力，以国家重大战略为牵引，以城市治理现代化为保障，勇挑经济大 梁、勇当改革先锋、勇作民生标杆，把引领区建设推向深入的最新成果。 在"加强改革系统集成，激活高质量发展新动力"板块，聚焦浦东向全国推广的综改经验，介绍了浦东围绕企业发展的全生命周期，推进营商环境综合示 范区建设，发挥浦东立法试验田作用，不断优化企业服务等方面的新成果。 在"全力做强创新引 ...

Core Viewpoint - The 2025 Satellite Internet Industry Ecosystem Conference held in Shanghai showcased the strategic development and innovation in the satellite internet sector, emphasizing collaboration among government, academia, and industry leaders to enhance technological capabilities and market applications [1][3][11]. Group 1: Policy and Strategic Framework - The Ministry of Industry and Information Technology has introduced several policy documents to boost the satellite internet industry, providing a clear institutional framework for development [3]. - Shanghai's strategic role in the satellite internet sector is highlighted, focusing on multi-track integration, application innovation, and ecosystem construction to create a stable development environment [3]. - The need for strengthening core technology breakthroughs and expanding application scenarios was emphasized by industry leaders, aiming for high-quality development in global competition [3]. Group 2: Innovation and Technology Development - Seven major innovation carriers in Shanghai were showcased, focusing on key technology areas such as network architecture and spatial perception, which will support technological breakthroughs [4]. - The conference featured demonstrations of the full industry chain capabilities in Shanghai, including satellite models and communication terminals from major telecom operators [4]. Group 3: Industry Collaboration and Ecosystem - The establishment of the Shanghai Satellite Internet Industry Cluster was announced, marking a new phase of collective development in the sector [6]. - A signing ceremony for the Shanghai Satellite Internet Industry Chain Ecological Partners was held, indicating the formation of an industry alliance led by key enterprises [6]. Group 4: Financial Support and Investment - A multi-layered financial support system was launched to address the high investment and long cycle characteristics of the satellite internet sector, involving major investment and financial institutions [9]. - A project demand list covering 17 key projects with a total financing requirement exceeding 7 billion was released, aiming to facilitate deep integration of capital and industry [9]. Group 5: Application Scenarios and Commercialization - Real-world demonstrations of satellite internet applications in emergency rescue, smart agriculture, and logistics were showcased, highlighting its strategic value for national security and economic development [11]. - A market cooperation agreement was signed between Shanghai Yuanxin Satellite Technology Co., Ltd. and Airbus, marking a significant step in global operations for the "Qianfan Constellation" aviation connectivity system [13].

12月6日，记者从上海浦东新区人民政府获悉，在微短剧国际化加速的背景下，中国网络视听协会与浦东新区政府近日举行了战略合作签约仪式，并正 式揭牌全国首家聚焦微短剧出海全产业链业务的"微短剧出海基地"。 据介绍，该基地将依托上海市独有的出海政策、特别是浦东新区"全球首创、中国唯一"的上海东方枢纽国际商务合作区所提供的人员跨境流动便利化政 策，汇聚微短剧产业链头部企业、网络视听主要平台、新兴技术企业等多元主体，规划创作翻译、拍摄制作、播出发行、IP与内容版权经纪以及生活配套服 务等功能区，通过"微短剧 +"跨界融合与国际交流合作，全力打造全球微短剧产业创新高地、出海中心、交易枢纽与行业交流平台，形成具有国际影响力的 文化输出与产业融合示范基地，助力微短剧更好地推动中华文化走出去。 同时，枫叶互动、点众科技、九州文化、麦芽传媒四家企业宣布入驻基地并设立出海业务总部，为微短剧全球化布局注入新动力。 中国网络视听协会对外发布《2025微短剧行业生态洞察报告》。报告显示，微短剧行业撬动超133万个就业岗位，七成以上传统影视人入局；编剧成行 业"命脉"，复合型人才缺口大；演员成长"加速度"，横店参演人次一年翻9倍；AI解锁" ...