希迪智驾作为全球自动驾驶技术领军企业，专注于自动驾驶矿卡及物流车、V2X技术及智能感知解决方案的研发，并提供以专有技术为基础的尖端产品及解 决方案，为自动驾驶技术的发展和应用提供了强大的技术支持。 基于对智能驾驶技术在物流领域变革性价值的共识，长久物流与希迪智驾将在干线运输智能调度、仓储作业自动化、物流安全预警系统等场景开展合作，共 同探索自动驾驶技术在现代物流体系中的应用路径，通过技术融合与场景落地，推动物流行业向智能化、高效化、安全化方向迈进。 长久物流相关负责人表示，2025年作为"十四五"规划收官关键节点，汽车产业正经历电动化、智能化、绿色化的深度转型。此次战略合作高度契合国家"双 碳"战略目标，不仅是公司智慧物流战略的重要里程碑，更是汽车物流行业向智能化、绿色化转型的实践。未来，双方将通过构建"技术赋能+场景落地"的创 新模式，充分发挥各自优势，共同推动汽车物流行业实现效率提升与安全升级的高质量发展。 希迪智驾与长久物流战略合作签约仪式现场（图片来源：长久物流） 据了解，长久物流作为国内领先的汽车行业综合物流服务商，拥有覆盖全国的物流网络体系和丰富的运营场景，在行业中占据着举足轻重的地位。公司核心 ...

11月14日，A股银行板块集体上涨，工商银行、农业银行、中国银行、建设银行、交通银行五大行均涨 超1%，其中工行、农行股价盘中创新高。 进入四季度以来，银行板块持续走强，一扫三季度颓势。分析认为，银行的反转背后，是低估值高股息 的防御属性在年末避险情绪中重获认可，也是公募低配修复、政策引导均衡配置的共振结果。 展望后市，机构普遍看好银行板块配置前景，认为在资金、政策与基本面的多重共振下，高股息主线将 持续贯穿市场，板块中长期投资价值凸显。 中信建投证券表示，2025年宏观经济延续弱复苏态势，银行业基本面虽未显著改善，但高股息策略仍是 主线逻辑。险资、公募、国家队等长线资金具有较强的增配动力，银行股凭借稳健分红与低估值特征， 将继续充当市场的"压舱石"。 华泰证券表示，随着金融支持实体经济的重心向科技金融、绿色金融、养老金融等新兴领域倾斜，银行 业务结构正加速优化升级。这种结构性调整不仅能打开长期增长空间，更将为板块估值修复提供持续支 撑，进一步强化配置吸引力。 ...

近日，小鹏汽车发布全新一代人形机器人IRON，并将于2026年底量产，优先进入商业场景提供服务。 特斯拉表示，其人形机器人的试生产产线已经开始运行，规模更大的第三代人形机器人的生产线将于 2026年建成投产。 11月初，伟创电气发布多款机器人核心部件产品，面向人形、协作类与移动类机器人等多元场景，全新 推出覆盖灵巧手、关节模组、电机与驱动器在内的具身智能核心部件。 近日，震裕科技公告称，为把握市场增长机遇，公司计划进一步扩大现有业务产品产能并建设新兴领域 业务产品产能。结合行业发展趋势及公司战略规划，公司和宁海县投资促进中心签订《战略合作协 议》，计划于2025年-2030年期间在宁海县投资建设精密部件制造装备及工艺装备和精密结构件、人形 机器人精密模组及零部件项目，投资总额为21.1亿元。 促进产业链协同发展 日前，中联重科在接受机构调研时表示，公司自2024年起布局具身智能人形机器人。目前已推出多款自 主研发样机，具备软硬件一体化全栈自研能力，发布了云谷具身智能大模型和工具链，机器人关键零部 件均为自主研发，包括行星关节模组、摆线关节模组、减速器、控制器、电机等，还自建百工位训练 场，已有数十台人形机器人 ...

Group 1 - Recent market structural opportunities are mainly concentrated in the fields of new energy and AI, with trending concepts like "milk skin candy hawthorn" and "wilderness survival" gaining attention [2] - Stocks related to the wilderness survival concept, such as Sanfu Outdoor, have shown significant activity, with Sanfu Outdoor rising over 6% and hitting the daily limit [4] - Jiuyang Co. has also seen a surge, with its stock hitting the daily limit after the launch of its new product "Haqimi North-South Mung Bean Soymilk," which became popular on e-commerce platforms [5] Group 2 - The banking sector showed strength, with all major banks' stocks rising, and Agricultural Bank and Industrial and Commercial Bank reaching historical highs [2] - The pharmaceutical sector is performing well, with significant gains in pharmaceutical commerce, flu-related stocks, and innovative drugs [5][7] - Innovative drug leader BeiGene reported third-quarter earnings that exceeded market expectations, with a revenue of 27.595 billion and a year-on-year growth of 44.2% [8]

国家统计局11月14日发布数据显示，10月份，全国规模以上工业增加值同比增长4.9%，社会消费品零 售总额46291亿元，同比增长2.9%。1—10月份，全国固定资产投资（不含农户）408914亿元，同比下 降1.7%；扣除房地产开发投资，全国固定资产投资增长1.7%。 数据显示，10月份，生产需求平稳增长，就业物价总体稳定，转型升级态势持续，国民经济延续了稳中 有进的发展态势。 生产供给继续增长。付凌晖表示，工业生产总体稳定，10月份规模以上工业增加值同比增长4.9%，继 续保持总体稳定增长。其中，装备制造业增加值增长8%，明显快于规模以上工业增长，对规模以上工 业增长支撑作用明显。国庆和中秋假期叠加带动相关服务业增长加快，10月份住宿和餐饮业生产指数同 比增长3.9%，比上月加快2.6个百分点。 市场销售持续扩大。付凌晖表示，提振消费专项行动持续显效，假日经济带动作用明显，商品和服务零 售持续增长。10月份社会消费品零售总额同比增长2.9%，消费品以旧换新相关商品的销售保持较快增 长。10月份限额以上商品零售额中的通讯器材类、文化办公用品类商品零售额分别增长23.2%和 13.5%。假日居民出行增加，旅游 ...

Group 1: Market Trends - Recent market structural opportunities are primarily focused on the new energy and AI sectors, with attention also on trending concepts like "milk skin candy hawthorn" and "survival in the wild" [1] - The banking sector showed strength, with all major banks' stocks rising, and Agricultural Bank and Industrial and Commercial Bank reaching historical highs during intraday trading [1] Group 2: Trending Concepts - The "survival in the wild" challenge in Zhangjiajie has gained significant popularity, leading to active performance in related stocks such as Sanfu Outdoor, which saw a rise of over 6% and briefly hit the daily limit [2] - Juyuan Co. (Jiuyang) experienced a "limit up" on the stock market due to the viral success of its new product "Haki Mi North-South Mung Bean Milk," which became popular through social media trends [3] Group 3: Pharmaceutical Sector - The pharmaceutical sector showed strong performance, particularly in areas like pharmaceutical commerce, flu treatments, and innovative drugs [4] - The overall flu activity in China is currently at a rising stage, with the H3N2 subtype dominating, and 23 provinces experiencing medium levels of flu activity [7] - Innovative drug leader BeiGene reported third-quarter earnings that exceeded market expectations, with a revenue of 27.595 billion yuan, reflecting a year-on-year growth of 44.2% [7]

（文章来源：中国证券报） 人民财讯11月14日电，记者调研发现，2026年银行"开门红"出现新变化：启动时间点前移，区域性中小 银行成为"抢跑先锋"，股份行、国有大行略显低调；揽储、放贷仍是重头戏，大行更注重"规模与结 构"的平衡。谈及"开门红"提前的原因，业内人士分析称，"资产荒"已成为行业共性挑战，持续承压的 经营现状加剧了部分银行"抢跑"的冲动。银行应走出内卷式竞争的误区，从规模扩张转向价值创造，加 快构建健康的客户关系、优质的资产结构和可持续的盈利能力。 ...

Core Viewpoint - The stock price of HeFu China has significantly deviated from its fundamentals, leading to a warning about potential risks for investors, especially after a substantial increase in stock price over the past month [1][5]. Group 1: Stock Performance - HeFu China's stock price has seen a cumulative increase of 244.24% since October, with a market capitalization reaching 8.8 billion [1][3]. - From October 28 to November 13, the stock price rose by 230.84%, with 12 out of 13 trading days closing at the daily limit [3]. Group 2: Financial Performance - For the first three quarters, HeFu China reported a revenue of 549 million, a year-on-year decline of 22.80%, and a net loss attributable to shareholders of 12.39 million, a decrease of 146.65% [6]. - In the third quarter alone, the net loss was 5.05 million, representing a decline of 225.26% compared to the same period last year [6]. Group 3: Business Operations - The company attributes the decline in revenue and profit to reduced procurement prices and a decrease in order volumes, despite implementing cost control measures [7]. - HeFu China maintains that its production and operational activities are normal, with no significant changes in the internal and external business environment [7].

Core Viewpoint - Lideman plans to acquire 70% of Xiansheng Xiangrui for 1.733 billion yuan, marking a significant asset restructuring that will enhance its financial position and market presence in the biopharmaceutical industry [1][4]. Group 1: Acquisition Details - The transaction involves cash payment to Shanghai Baijiahui Investment Management Co., Nanjing Baijiarui Enterprise Management Consulting Partnership, and Hainan Xiansheng Baijiahui Technology Development Co. for 70% of Xiansheng Xiangrui [1]. - The acquisition will allow Lideman to consolidate Xiansheng Xiangrui into its financial statements, as the asset totals exceed 50% of Lideman's assets, revenue, and net assets [1]. Group 2: Company Overview - Lideman specializes in the research, production, and sales of in vitro diagnostic reagents, diagnostic instruments, and biochemical raw materials, with products widely used in clinical diagnostics across various healthcare institutions [2]. - Xiansheng Xiangrui, a member of Xiansheng Investment Group, focuses on biopharmaceuticals, particularly in vitro diagnostic reagents and vaccines, with a strong market position in tuberculosis screening [2][3]. Group 3: Financial Impact - Lideman's revenue for 2023, 2024, and the first three quarters of 2025 is projected at 462 million yuan, 370 million yuan, and 252 million yuan, respectively, with net profits showing a decline in 2024 and 2025 [4]. - Post-acquisition, Lideman expects to improve its financial metrics significantly, with Xiansheng Xiangrui projected to generate revenues of 653 million yuan, 582 million yuan, and 228 million yuan for the same periods, despite a downward trend [4]. - Xiansheng Xiangrui has committed to achieving a minimum net profit of 166 million yuan, 186 million yuan, and 208 million yuan for 2025, 2026, and 2027, respectively, totaling at least 560 million yuan over three years [4].

在中国车谷展示中心，一张1991年的老照片引人注目：当时为承接中法合资30万辆汽车项目，武汉经开 区正式破土动工，开工典礼的红色横幅醒目，黄土岗上推土机的履印刻下"车谷"的起点，讲述着武汉经 开区从"一辆车"到"一座城"的蜕变。 潮平两岸阔，风正一帆悬。 车轮滚滚，浪潮奔涌。随着新能源与智能网联汽车浪潮来袭，武汉经开区以"车"为核，向产业链上下游 纵深突围。"一边是传统燃油车优势逐渐减弱，一边是新能源赛道起步稍慢，转型迫在眉睫。"武汉经开 区军山新城管理办公室党工委委员张于威说。 岚图汽车的黄金工厂与云峰工厂内，工业机器人、协作机器人、复合式机器人团结协作，AI视觉检测 系统精准扫描记录，两大生产基地平均每63秒即可下线一台车，有效承接持续增长的订单需求。 11月10日，岚图汽车第30万辆整车——岚图泰山正式下线。岚图成为国内首个达成这一规模的央国企高 端新能源品牌。从"10万辆到20万辆用时一年"到"20万辆到30万辆仅用7个月"，岚图不断刷新"国家 队"在新能源领域的发展速度，为央国企转型升级树立实践典范。 这是武汉经开区新能源汽车加速发展的生动写照。今年1-9月，武汉经开区整车产量近60万辆，新能源 车 ...