经济观察网北京君正（300223）12月3日在互动平台表示，3D NAND已有产品销售，目前部分产品在研 发中。 ...

Core Viewpoint - The upcoming Taipei-Shanghai Twin City Forum is seen as a positive step for cross-strait relations, emphasizing the importance of communication and exchanges between the two regions [1] Group 1 - The Taipei City Mayor, Jiang Wan'an, announced that the forum will take place in Shanghai at the end of December, with details being coordinated with the Shanghai side [1] - The State Council Taiwan Affairs Office spokesperson, Zhang Han, expressed consistent support for the forum, highlighting the ongoing communication between Shanghai and Taipei [1] - The forum is viewed as a means to promote peaceful development of cross-strait relations and enhance the well-being of people on both sides [1]

Core Viewpoint - Hubei Cultural Tourism Group plans to become the controlling shareholder of Junting Hotel through a share acquisition, which will result in a change of the actual controller to the Hubei Provincial Government's State-owned Assets Supervision and Administration Commission [1][2]. Group 1: Share Acquisition Details - Hubei Cultural Tourism will acquire 58,315,869 shares of Junting Hotel, representing 29.99% of the total shares, from shareholders Wu Qiyuan, Cong Bo, and Shi Chening at a price of RMB 25.71 per share, totaling RMB 1.499 billion [1]. - Wu Qiyuan will irrevocably waive voting rights for the remaining 19,445,105 shares he holds, which accounts for 10.00% of the total shares, after the transfer is completed [2]. Group 2: Offer to Other Shareholders - Hubei Cultural Tourism will issue an irrevocable partial tender offer to all shareholders, excluding itself, for 11,686,508 shares, which is 6.01% of the total shares, at the same price of RMB 25.71 per share [2]. Group 3: Background of Hubei Cultural Tourism - Hubei Cultural Tourism Group, established in May 2009, is a large state-owned cultural tourism group in Hubei Province, focusing on three main sectors: cultural tourism, sports health, and commercial trade, with a total asset scale exceeding RMB 100 billion [3]. - The group operates 44 scenic spots (including 7 A-level) and 46 hotels (including 2 five-star hotels) [3]. - In September 2023, Hubei Cultural Tourism acquired a 26% stake in Shanghai Yashi, gaining control of its first A-share listed company [3].

经济观察网 据央视新闻客户端消息，12月3日，国务院台办举行例行新闻发布会。有记者就日前台湾民 众党新住民委员会主委、陆配徐春莺遭收押禁见一事提问。 发言人张晗表示，民进党当局为了谋"独"私利，频繁罗织罪名，打压迫害岛内陆配群体，不断煽动"反 中抗中"，在岛内制造"绿色恐怖"，我们坚决反对。那些配合民进党当局迫害大陆配偶的"台独"打手、 帮凶，必将受到应有的惩罚。 ...

经济观察网当地时间12月2日，美国证券交易委员会(SEC)向美国多家高杠杆交易所交易基金(ETF)的主 要提供商密集发出警告函。SEC告知Direxion、ProShares和Tidal等公司，在关键问题得到解决之前，将 暂停对拟推出产品的审核，要求基金管理人修改投资策略或正式撤回申请。SEC称，对寻求超过200%(2 倍)杠杆敞口的交易所交易基金注册申请表示关切。 ...

"药物经济学不仅要关注药品价格本身，还要关注药品对其他费用的节约，处方药物与其他药物进行对 比。不仅要看比对药品的直接效果和成本费用，还要综合考虑是否缩短住院时间、提高患者的感受状 态、以及是否减少副作用和并发症等方面的问题。"北京大学全球健康发展研究院院长刘国恩呼吁，中 国推进药物经济学的应用发展，其紧迫性和重要性都非常显著。 近日，第十九届中国药学发展奖颁奖典礼暨医药创新发展大会评选出"特别贡献奖"5位，分别授予陆军 军医大学邹全明教授、北京大学第一医院霍勇教授、中国药科大学郝海平教授、北京大学全球健康发展 研究院刘国恩教授、耶鲁大学医学院郑永齐教授。 刘国恩凭借在药物经济学领域的开创性研究与政策实践贡献，荣获"药学发展奖·特别贡献奖"。原国务 委员、第十一届全国人大常委会副委员长陈至立与中国工程院院士、天津中医药大学名誉校长张伯礼为 大会颁奖。 中国药学发展奖是经中国科协批准、国家民政部备案，由中国科学技术发展基金会药学发展基金委员会 于1994年设立的全国性医药学奖项，也是国家科技部首批批准的奖励人物的医药学奖项。自1994年6月 在国家科技部奖励办公室设立以来，奖励在医药卫生领域中取得原始性突破创新 ...

Group 1 - The core viewpoint of the articles highlights the increasing concentration of AI-related investments, particularly in the "Big Seven" tech companies, which now account for 47% of the S&P 500 index, indicating a historical high in investment concentration in AI themes [1] - The demand for computing power in the AI sector is expected to significantly increase electricity consumption, with global data center electricity demand projected to exceed 945 TWh by 2030, and China's compound annual growth rate reaching 18% [1] - The surge in electricity demand is driving the need for grid upgrades, which in turn stimulates demand for industrial metals such as copper and aluminum, suggesting that the valuations of related sectors in the A-share market remain relatively low compared to historical levels, indicating potential for recovery [1] Group 2 - The investment logic for resource products is characterized by a "triple alpha" appeal: firstly, benefiting from the AI technology cycle through increased demand for electricity, cooling, and hardware; secondly, providing a hedge against currency depreciation in a stagflation environment; and thirdly, the impact of monetary expansion and energy transition driving up the value of resource products [1] - The focus on resource sectors has shown long-term value potential, as exemplified by the Above Silver Resource Selected Mixed Fund, which has achieved a cumulative return of 58.67% since its inception, outperforming its benchmark [2] - The fund is optimistic about the long-term value of resource products, highlighting opportunities in various sectors such as industrial metals driven by U.S. manufacturing reshoring and China's production reforms, as well as increased demand for gold amid rising recession risks and global conflicts [2]

Core Insights - Lantu Motors officially announced the launch of its flagship sedan, Zhaiguang L, scheduled for December 10, marking it as the first 800V plug-in hybrid sedan from a Chinese brand [1][2] - The Zhaiguang L boasts an impressive CLTC pure electric range of 410 kilometers and a comprehensive range of 1400 kilometers, supported by a 63 kWh large-capacity battery [1] - The vehicle features an 800V high-voltage platform and 5C super fast charging technology, allowing it to charge from 20% to 80% in just 12 minutes [1] Technical Features - The Zhaiguang L is equipped with Huawei's Qian Kun intelligent driving ADS 4, supporting urban NCA and highway NCA, and can handle complex scenarios such as underground multi-layer parking [1] - It includes a comprehensive collision avoidance system CAS 4.0, providing all-speed, all-direction, all-target, all-weather, and all-scenario safety features [1] - The vehicle's interior features the HarmonyOS 5.0 system, offering smooth interaction and an AI voice model capable of accurately understanding colloquial commands [1] Vehicle Specifications - The Zhaiguang L is positioned as a mid-to-large sedan with dimensions of 5125mm in length, 1985mm in width, and 1522mm in height, along with a wheelbase of 3010mm [1] - It features a magic carpet chassis with CDC and adjustable air suspension, providing a refined ride quality, especially over speed bumps [1] - The vehicle's aluminum chassis includes a front double-wishbone and rear five-link setup, with a minimum turning radius of just 5.55 meters [1]

发言人张晗强调，两岸同胞都是中国人、都是一家人，大家应该多走动多交流，越走越亲、越走越近。 不管受到多少干扰和阻碍，两岸同胞交流都不能停、不能断、不能少，也不会停、不会断、不会少。这 也是为什么大陆方面不断出台政策，增进两岸交流交往。大陆方面始终秉持"两岸一家亲"的理念，积极 推动两岸人员往来正常化和各领域交流常态化，我们也将不断为台湾同胞来大陆提供更多便利，为台湾 同胞在大陆发展提供帮助，继续依法有力保护台湾同胞。 经济观察网 据央视新闻消息，12月3日，国务院台办举行例行新闻发布会。有记者就台胞申领大陆身份 证件一事提问。 ...

Core Insights - Didi's Q3 2025 performance report shows continued robust growth, with a 13.8% year-on-year increase in core platform order volume, reaching 4.685 billion orders, marking 11 consecutive quarters of double-digit growth since 2023 [1] - The total gross transaction value (GTV) for Q3 2025 increased by 14.8% year-on-year to 115.8 billion yuan, with domestic GTV growing by 10.1% to 86 billion yuan and international GTV rising by 31% to 29.8 billion yuan [1] - Didi's international business has achieved cumulative profitability in adjusted EBITA for its core ride-hailing segment in the first three quarters of 2025, indicating improved operational quality alongside market expansion [1] International Expansion - Didi has established a presence in 14 countries across Latin America, Asia-Pacific, and Africa, providing ride-hailing, food delivery, and financial services [2][3] - The company has focused on Latin America since its entry, acquiring local ride-hailing platform 99 in Brazil, which has a population of over 200 million and ranks among the top 15 globally in GDP [2] - After a two-year pause, Didi relaunched its food delivery service in Brazil in April 2023, quickly expanding to over 30 cities, including major urban areas [2] Localized Strategy - Didi's success in international markets is attributed to its localized strategy, adapting to local market demands rather than simply replicating its Chinese model [4] - The introduction of two-wheeled ride services in Brazil addresses local traffic congestion and appeals to price-sensitive users, with over 2 billion orders in the past three years [4] Electric Vehicle Initiatives - Didi is actively participating in the electrification of the Brazilian ride-hailing market, launching electric and hybrid vehicle options in major cities [5] - The company has partnered with local firms to deploy 300 electric motorcycles, aiming to reduce operational costs for drivers by up to 35% [5] - In Mexico, Didi introduced 500 electric vehicles in October 2023, collaborating with Chinese automakers to promote green transportation, with plans to introduce 100,000 electric vehicles by 2030 [5]