Group 1 - The upcoming Mid-Autumn Festival and National Day holiday is driving a surge in travel bookings, with Tuniu reporting a week-on-week increase in travel product reservations for the holiday period [1] - Domestic travel bookings are particularly strong, with self-driving and free travel products seeing over 60% week-on-week growth, while group travel bookings have increased by over 50% [1] - Hotel and homestay bookings are also on the rise, with Huazhu Group reporting a 3 percentage point increase in overall booking rates compared to last year, with first-tier cities like Beijing leading the way [2] Group 2 - The "拼假" (Pinyin: pīn jià) trend is contributing to increased travel interest, with a 26% year-on-year rise in bookings for travel products from September 26 to September 28 [3] - Popular destinations are seeing significant increases in hotel search and booking volumes, particularly in cities like Beijing, Shanghai, and Chengdu, as well as lesser-known locations [3] - Tujia reported a 10% year-on-year increase in homestay bookings from September 27 to September 30, with a notable proportion of "post-00s" travelers [3] Group 3 - Flight prices for certain routes are at "floor prices," making them attractive for travelers, with one-way tickets from Beijing to Urumqi priced just over 1,000 yuan [4] - Meituan Travel identified the top 10 destinations for the holiday, including Hainan, Xinjiang, and Yunnan, with some flights experiencing price drops [4] - Despite some price reductions, overall flight prices for the holiday period remain higher than last year [4][6] Group 4 - Popular domestic routes are maintaining high prices as the holiday approaches, with specific routes like Shanghai to Kunming priced at 1,200 yuan and Beijing to Sanya at 2,698 yuan [5][6] - Airlines are dynamically adjusting ticket prices based on real-time sales and inventory, leading to some price drops before the holiday [4][6]

Core Viewpoint - The real estate market continues to face challenges in 2023, with many companies reporting a year-on-year decline in revenue and net profit attributable to shareholders. However, there are signs of recovery, particularly in the retail sector, with expectations for gradual improvement in tenant sales as market conditions stabilize. Group 1: Financial Performance - In the first half of 2023, Hang Lung Group and Hang Lung Properties reported a 3% year-on-year decline in total property leasing income, amounting to HKD 4.912 billion and HKD 4.678 billion respectively, due to challenges in the Hong Kong and mainland operating environments [1] - The overall income and occupancy rates in the mainland office and retail markets have also decreased [1] Group 2: Market Outlook - CEO Lu Weibo expressed cautious optimism for the retail market in the second half of the year, anticipating a more sustained recovery in the fourth quarter as tenant sales improve following project adjustments and a rebound in consumer spending [1][2] - Chairman Chen Wenbo noted that while the mainland market faces pressure, operational data has shown growth in recent months [1] Group 3: Investment Strategy - The company focuses on operating super-grade, internationally-standard office buildings, which continue to see stable demand and higher occupancy rates compared to market averages. However, rental adjustments may be necessary [2] - Lu Weibo emphasized that China remains one of the best investment markets globally, citing political stability and a growing consumer base as key factors for long-term growth [2] Group 4: Financial Management - The company has maintained a conservative approach to financing, holding onto a significant cash reserve to navigate market uncertainties without being forced to sell assets at unfavorable prices [3] - Following the completion of the Hangzhou project, the company expects a significant reduction in capital expenditures, allowing for debt repayment through operational income [4] Group 5: Strategic Focus - The company has shifted its strategy from aggressive expansion to enhancing the value of existing assets, recognizing that the era of relying solely on quantity expansion is over [7] - Lu Weibo highlighted the importance of collaboration within commercial districts to enhance overall market value, as seen in the positive impact of nearby high-profile projects on sales performance [7]

拉长时间线看，兴业证券进一步指出，经历9月以来一段时间的震荡、消化后，新一轮上行动能正在蓄 势，接下来10月市场中枢有望再上台阶。申万宏源证券也表示，A股中期没有下行风险，短期调整也不 是大级别，调整兑现后，"红十月"是大概率。 配置方面，科技板块仍然是多家券商看好的方向。国泰海通证券表示，配置方面风格不切换，新兴科技 依然是主线。 "科创成长行情或未显示明显结束迹象，叠加'反内卷'政策升温，新科技与顺周期可均衡配置。"浙商证 券称。 中信证券：关注资源安全、企业出海和科技竞争 智通财经搜集了10家券商的观点，大部分券商认为，结合日历效应来看，节前投资者情绪或以避险为 主，节后伴随着政策面、基本面逐步明朗，资金大概率会持续回流。 银河证券表示，本轮行情主要推动力来自流动性宽松和政策预期向好，目前指数仍处上行第二阶段，长 假前缩量属正常避险，节后伴随着政策面、基本面逐步明朗，资金大概率会持续回流，不宜因短期波动 加剧而大幅调降总仓位。 "结合日历效应来看，节前投资者情绪或以避险为主。但考虑到资金的正反馈仍在持续、基本面改善仍 在蓄势，市场或偏向缩量震荡。"华泰证券指出。 资源安全、企业出海和科技竞争依然是最重要 ...

茅台秋季大规模市场调研释放积极信号。 据第三方平台"今日酒价"披露的批发参考价，9月22日，25年飞天原箱（53度/500ml）跌至1760元/瓶， 创下新低；而25年飞天散瓶跌至1740元/瓶，同样创新低。而自9月24日以来，25年飞天原箱和散瓶批发 价接连上涨，其中原箱批发价已重回1800元上方。最新数据显示，9月28日，25年飞天原箱和散瓶批发 价分别报1810元/瓶、1785元/瓶。 与此同时，近几日，飞天茅台终端价格普遍上涨。 就茅台价格及终端动销情况，9月28日，记者采访了山东、江苏、安徽、上海等地的多家白酒经销商。 记者了解到，就在近几日，飞天茅台原箱和散瓶的价格均有不同程度的上涨，其中，散瓶涨价幅度在20 元-50元不等。对于后续行情，终端普遍表示，从近几日的波动来看，暂时不好预测。 一位江苏地区的经销商对记者表示，今年节前这几天，飞天茅台"突然就涨价了，而且一天一个 价"。"去年中秋节前，飞天茅台普遍在2300元左右。今年国庆和中秋假期叠加，整体销量还不错。尽管 最近几天涨了几十元，但1900元左右的价格来说，还是非常划算的。"该经销商称。 从终端销量来看，一位山东地区的经销商对记者表示，和 ...

"攻克日本市场并非目的，留下印记才是关键。赢得全球最挑剔消费者哪怕一丝认可，对比亚迪也意义 重大。他们真正想要的是在日本积累商业履历，证明自己曾服务过全球最挑剔、对品质最苛求的客户 群，即便这在经济上并不划算。"吉田龙夫表示。 不过，比亚迪要想从日本本土汽车制造商手中夺回市场份额，还有很长的路要走。比亚迪今年6月全系 销量为512辆，而日产汽车的Sakura是日本最受欢迎的电动车，销量为1137辆。吉田龙夫表示，比亚迪 的这一销量很可能不足以覆盖员工工资并维持展厅运营。 降价措施使得比亚迪在日本市场有些特立独行，因为日本汽车制造商很少降价。彭博行业研究资深汽车 分析师吉田龙夫(Tatsuo Yoshida)指出，尽管优惠策略帮助比亚迪成为中国最受欢迎的电动汽车品牌，但 在日本市场可能适得其反。此举既可能让早期买家因支付更高价格而产生受骗感，同时也会影响二手车 的保值率。 这些挑战凸显了外国汽车制造商在日本面临的困难。当地消费者偏爱丰田等传统品牌，并且大多不选择 纯电动车，而更倾向于油电混合车型。日本消费者对本土品牌的极度忠诚已让许多知名国际车企折戟沉 沙。通用汽车因销量惨淡将其土星品牌退出日本，而现代汽车在2 ...

Group 1 - The core point of the article is the launch of Buick's high-end new energy sub-brand "Zhijing" with its first sedan model, the Buick Zhijing L7, officially priced between 173,900 to 219,900 yuan, with a promotional starting price of 169,900 yuan [1] - The Buick Zhijing L7 is positioned as a mid-to-large range extended luxury sedan, with dimensions of 5032mm in length, 1952mm in width, and 1500mm in height, and a wheelbase of 3000mm [1] - The vehicle features the "Zhenlong" range extension system, which includes a 1.5T hybrid dedicated engine and a rear-mounted permanent magnet synchronous motor, with a maximum power output of 252 kW [1] Group 2 - The CLTC pure electric range of the Buick Zhijing L7 is 302 kilometers, while the comprehensive range exceeds 1400 kilometers [1] - In terms of intelligence, the Zhijing L7 is equipped with the Qualcomm SA8775P chip and features a 50-inch panoramic AR-HUD head-up display system [1] - The vehicle also includes the "Xiaoyao Zhixing" driver assistance system, which globally debuts the Momenta R6 flywheel model based on end-to-end "reinforcement learning," supporting features like "seamless" city NOA and "one-click parking without stopping" [1]

"为满足无人机夜间配送的安全需要，首先要解决无人机'看得见'的问题。我们近期重点升级了自研无 人机的导航定位能力。在夜晚，无人机可借助城市夜晚建筑灯光和路灯进行有效导航定位。即便光照亮 度弱于夜间应急照明的场景，无人机也能通过传感器的局部定位，在自主飞行过程中完成避障等动作， 并实现厘米级的精准降落。"美团无人机相关负责人表示。 凤凰网科技讯 9月28日，凤凰网科技获悉，美团无人机宣布在深圳多条航线上线夜间配送服务。众所周 知，夜间配送一直是即时零售行业的痛点场景：期间配送人员数量较白天会有明显减少，但需求数量没 有减少。据了解，美团无人机夜间配送服务将先在深圳的公园场景试点，首批覆盖范围包括人才公园、 海风运动公园等市民夜间游玩热点区域，每日20时结束运营。 ...

Core Points - Apple retail stores are implementing two significant measures to prevent scratches and marks on display devices, particularly the iPhone 17 series [1] - Consumers have expressed concerns about scratches on the glass back and camera module of the iPhone 17, which have been observed on display units [1] - Apple has identified that the marks are due to wear from MagSafe stands, which can be cleaned off as they are not actual scratches [1] Summary by Sections Measures Taken - Apple has started adding silicone rings to the edges of iPhone 17 display stands to mitigate the issue of scratches caused by the metal rings of the MagSafe stands [1] - Retail employees have been instructed to clean the backs of display devices more frequently and to include a salt-based substance in their cleaning solution [1] Consumer Concerns - There is a notable consumer worry regarding the potential for scratches on the iPhone 17's back and camera module, which has been exacerbated by the visible marks on display units [1] Cleaning Solutions - A mixture of water and a small amount of sea salt has been suggested as an effective method for removing the marks from the devices [2]

9月28日，本周A股市场窄幅震荡，国庆中秋长假临近，日历效应带来市场分歧加剧，有券商将一个多月来股指的横盘震 荡解读为牛市上涨中的"换挡"。 对于企业出海，市场会逐步意识到中企出海和全球化是本轮行情最核心但又相对隐晦的基本面和行情线索，贸易环境的稳 定以及中国的反内卷是维系行情的两个非常重要的条件，中美形成相互制衡的微妙平衡对当下的行情至关重要，中企只有 站在全球市场才能看到不断抬高的市值天花板，10月的APEC会议和四中全会是两个非常重要的验证点。 对于科技竞争，中企正从战略隐忍走向战略进取，中美科技竞争走向白热化，未来AI竞争从云端蔓延至端侧，AI Agent在 端侧设备普及，已经固化的移动互联应用生态壁垒可能再次重构，带来不亚于移动互联应用初始爆发期的巨大商业机会， 一旦这个产业趋势实现，中企在科技领域就正式进入战略反攻期。 中国银河：节前短期波动加大，不改市场向好趋势 A股市场投资展望：节前部分资金情绪趋于谨慎，市场交投活跃度小幅回落，宽基指数呈现震荡格局，但短期波动不改市 场向好趋势。同时，结构性行情依然突出，科技板块受益于海内外产业趋势持续催化，尽管在情绪面影响下，周五行情出 现调整，但短期压力释 ...

Core Points - Meituan has launched a "no running red lights" safety incentive program for delivery riders in September, starting in 17 cities including Beijing, Shenzhen, Guangzhou, and Chengdu [1][4] - The program rewards riders who maintain a "0 running red lights" record and meet daily order volume thresholds with cash incentives, with additional rewards for consistent performance throughout the campaign [1][4] - The initiative aims to enhance rider safety while increasing their income, achieving a win-win situation [4][7] Summary by Sections Program Launch and Expansion - The "no running red lights" safety incentive program will be expanded nationwide to nearly 200 cities from October 1 to 8, 2023 [1][6] - During the campaign, riders who maintain a "0 running red lights" record and achieve order volume rankings will receive cash rewards [1][6] Previous Initiatives and Results - Earlier in April 2023, Meituan initiated traffic safety governance trials in cities like Jinan, Quanzhou, Huizhou, and Baotou, offering rewards for maintaining a "0 running red lights" record, with weekly earnings for riders exceeding 400 yuan [1][15] - As of August 2023, over 20,000 riders in trial cities received rewards, and the incidence of running red lights decreased by 26% [1][15] Event Highlights - The main event for the program will take place in Chengdu, with additional activities in eight other cities, featuring a "1+8" offline launch ceremony [7] - Traffic police will award a "Safety Big Fortune" prize of 8,888 yuan to riders who have not run red lights throughout the summer of 2025 [7] Community Engagement - Meituan is collaborating with the Kangaroo Baby Home to distribute reflective safety stickers designed by children to riders during the National Day holiday, promoting safety awareness [11]