2025年政府工作报告明确提出"推动低空经济安全健康发展"，并连续两年将其列为新兴产业发展的核心 方向，政策端、产业端同频共振，全国多地积极行动，低空经济与航空业发展迎来历史性机遇。作为资 本密集型产业，航空领域普遍面临装备购置成本高、资产流动性弱、融资渠道单一等挑战。如何发挥融 资租赁"以融促产、以融促销"的优势，赋能航空产业链创新发展？ 嘉 宾 : 中国商飞公司营销中心市场部专家王如华 9月18日，第一财经联合上海交易集团、上海市融资租赁行业协会举办"低空经济与航空租赁业务"产融 讲坛，共探低空经济产融结合新范式。 主旨演讲二 演讲主题:国产民机的进展和展望 演讲主题:商业航空业和飞机租赁业务发展 主旨演讲五 演讲主题:以科技丈量天地 -- 低空经济怎么看、怎么办 嘉 宾 : 头部eVTOL企业沃兰特航空联合创始人黄小飞 联系方式:报名邮箱:gaoyining@yicai.com 详情及合作咨询: 高老师:15712962072(微信同月 演讲主题： 飞机资产租赁业务新探 嘉 宾 : 大成律师事务所高级合伙人吴静静 主旨演讲四 演讲主题： 低空经济发展趋势和展望 嘉 宾 : 中国航空研究院博士许贺 嘉 宾 ...

作为评价各经济体创新能力的一个指标，全球创新指数是衡量各国创新的风向标，并成为各国政府制定 经济决策的参考。今年的创新指数有哪些具体变化？ 9月16日，第一财经从世界知识产权组织（WIPO）获悉，最新发布的中，瑞士、瑞典、美国、韩国和 新加坡位居前五；随后是英国、芬兰、荷兰、丹麦，以及首次跻身前十的中国。 除了总指数排名比去年跃升一位外，中国拥有最多跻身百强的集群（24个），其中，深圳-香港-广州集 群超越东京-横滨集群，首次跃居榜首。 "2025年GII勾勒出全球创新版图，显示GII中进步最快的正是那些将创新视为韧性、增长和竞争力的根 本引擎的经济体。本年度GII既展现了令人鼓舞的进展，也揭示出各国在充分释放其创新潜力方面仍需 应对的挑战。它提醒我们，创新生态系统需要通过深思熟虑的政策、有意义的投资和跨部门协作来获得 支持和培育。"WIPO总干事邓鸿森（Daren Tang）说。 | GII rank | | | Income | | | --- | --- | --- | --- | --- | | | Economy | Score | aroup Regio rank | rank | | 1 | S ...

Core Viewpoint - The meeting between JD's founder Liu Qiangdong and Meituan's CEO Wang Xing did not materialize due to ongoing competition in the food delivery sector, highlighting the competitive landscape in the industry [1] Group 1: Company Interactions - Liu Qiangdong expressed a desire for open communication among private enterprises, emphasizing the importance of competition based on strategy, business models, value creation, and reputation [1] - The proposed meeting with Meituan's senior vice president Wang Puzhong was declined due to concerns about the CEO's absence, indicating a cautious approach to inter-company relations [1] Group 2: Industry Dynamics - Liu Qiangdong advocates for a respectful competitive environment, suggesting that personal grievances should not interfere with normal business competition [1] - The reference to ongoing "war" in the Brazilian food delivery market illustrates the intense competition faced by companies in the sector [1]

以"户籍准入年限同城化累计互认"为代表的新一轮户籍制度改革，正在我国多个城市群或都市圈加速落 地，居住及社保年限可以实现城市间的互认。未来在长三角、珠三角等城市圈里跨市工作和生活的人们 将能更方便地在大中城市落户。 近日，国务院批复同意开展要素市场化配置综合改革试点的10个地区，包括北京城市副中心、江苏苏南 重点城市、浙江杭甬温等10个发展基础较好、经济增长支撑作用强的城市群、都市圈或者中心城市。 第一财经从国务院批复的地方试点改革方案中看到，引导人力资源要素合理流动是试点方案的七大内容 之一。在苏南重点城市、杭甬温、长株潭、成渝、粤港澳大湾区试点方案中都明确提出要开展或是实现 户籍准入年限同城化累计互认。 按照国务院的要求，试点方案自批复起实施2年时间，预计2027年完成试点任务。对外经济贸易大学国 家对外开放研究院研究员李长安对第一财经表示，实行户籍准入年限同城化累计互认后，将明显降低大 城市的落户门槛，对于推进户籍制度改革和全国统一大市场建设都会起到非常积极的作用。 多个城市群试点居住、社保年限互认 户籍准入年限同城化累计互认，是指在都市圈或城市群内部，对于居民的居住年限、社保缴纳年限等户 籍准入条件， ...

公告显示，首开股份的控股子公司北京首开盈信投资管理有限公司（简称"盈信公司"），间接持有杭州 宇树科技股份有限公司（简称"宇树科技"）股权，盈信公司为首开持股比例为62.74%的控股子公司。 截至2025年7月，盈信公司对金石成长股权投资（杭州）合伙企业（有限合伙）认缴出资3亿元，实缴出 资1.8亿元。截至8月25日，盈信公司持有基金的认缴份额比例约为6.51%，该基金持有宇树科技4.7683% 股权。 一家业绩亏损的上市房企，成为资本市场的热门股票。 9月16日，首开股份（600376.SH）发布公告称，自9月3日至9月12日，公司股票收盘价格涨幅偏离值累 计达100%，触及股票交易严重异常波动情形。根据《上海证券交易所交易规则》有关规定，属于股票 交易异常波动情形。 根据上海证券交易所披露，首开股份还被纳入了异动股票名单，开始日期为2025年9月15日，结束日期 为2025年9月26日，类型为"严重异动"，指股票价格在短期内出现大幅波动，偏离其基本面或市场整体 走势。 从盘面具体数据看，首开股份近10个交易日连收9个涨停板，累计涨幅达152.65%。截至9月16日收盘， 公司股价报6.67元/股，总市值1 ...

本文字数：756，阅读时长大约2分钟 作者 |第一财经 林志吟 在经历了四个交易日连续暴涨后，今日，药捷安康（02617.HK）股价上演了一场"高台跳水"行情。 今日早盘，该公司股价最大涨幅超过60%，冲到670港元/股以上；午后开盘后，股价又一路滑落，最后 以暴跌53.73%收盘，股价仅剩下192港元/股，市值跌回千亿港元以下，为762.04亿港元。 药捷安康于2025年6月23日才在港股市场挂牌交易，彼时公司IPO首发价只有13.15港元/股，公司当前股 价较首发价涨幅仍高达13.6倍。上一交易日，即9月15日，公司收盘价曾高达415港元/股，股价较IPO首 发价涨幅约30.6倍，总市值达到1647.13亿港元。 药捷安康是一家处于注册临床阶段的创新药公司，专注于发现及开发肿瘤、炎症及心脏代谢疾病小分子 创新疗法。截至2025年6月30日，公司主要管线包括六款临床阶段候选产品及多款临床前阶段候选产 品。替恩戈替尼是药捷安康研发进度最快的产品，同时也是公司的核心产品，这是一款选择性聚焦多激 酶抑制剂，主要靶向三个关键通路——FGFR/VEGFR、JAK和Aurora激酶，但进度最快的适应症为胆管 癌，为小癌 ...

Core Viewpoint - The Ministry of Commerce and nine other departments released policies to expand service consumption, emphasizing its role in improving livelihoods and driving economic growth [2][3]. Group 1: Measures to Promote Service Consumption - A series of promotional activities called "Service Consumption Season" will be launched to stimulate consumption [3]. - Support for high-quality consumption resources to collaborate with well-known IPs to create new consumption scenarios [3]. - Extension of operating hours for popular cultural and tourist venues, along with optimized reservation methods, to encourage more visits [3][4]. Group 2: Enhancing Service Supply - Expansion of high-level opening-up in the service industry, particularly in internet, culture, telecommunications, and healthcare sectors [3][4]. - Development of cultural and artistic projects to enhance the supply of quality cultural products and services [4]. - Encouragement of foreign sports events and local mass sports events to create well-known competitions and enhance tourism [4]. Group 3: Stimulating New Service Consumption - Measures to attract more foreign visitors for consumption, including optimizing visa policies and promoting cultural resources [5]. - Encouragement of digital service consumption through e-commerce platforms and support for the digital transformation of service enterprises [5]. - Adjustments to student holiday arrangements to increase opportunities for travel and service consumption [5]. Group 4: Financial Support for Service Consumption - Utilization of various funding channels to support the construction of service facilities in culture, tourism, and sports [6]. - Promotion of innovative financial products tailored to the needs of service consumption enterprises [6]. - Increased support for consumer credit, including risk-sharing mechanisms to encourage financial institutions to lend to service sectors [6]. Group 5: Statistical Monitoring - Optimization of service consumption statistics to reflect regional development accurately [6]. - Encouragement of the use of big data and information technology for monitoring and analysis of service consumption [6].

9月16日，在接受第一财经等媒体采访时，腾讯集团高级执行副总裁、云与智慧产业事业群CEO汤道生 表示，腾讯已和多家芯片厂商合作适配，模型有很多种类，大的几百B（B为十亿）、上千B，也有几十 B、几B的模型，不同场景需要不同配置的芯片，腾讯会持开放心态和各芯片厂商合作，一些合作涉及 定制化适配。（第一财经记者 郑栩彤） ...

9月16日，临近尾盘，港股携程集团股价一度突破600港元，再创历史新高。截至收盘，报597.50港元， 日内涨超4%，总市值超4200亿港元。 ...

Market Overview - On September 16, the three major stock indices collectively rose, with the Shanghai Composite Index closing at 3861.87 points, up 0.04%, the Shenzhen Component Index at 13063.97 points, up 0.45%, and the ChiNext Index at 3087.04 points, up 0.68% [2][3] - The total trading volume in the Shanghai and Shenzhen markets reached 2.34 trillion yuan, an increase of 64 billion yuan compared to the previous trading day, with over 3600 stocks rising and more than 1600 stocks falling [2] Sector Performance - The internet e-commerce sector led the gains, with a rise of 4.33%, contributing a net inflow of 1.26 billion yuan, while the breeding industry and small metals sectors showed weakness [5][6] - Notable performers in the internet e-commerce sector included Li Ren Li Zhuang, which hit the daily limit, and other companies like Qingmu Technology and Kuaijingtong, which rose over 7% [6] - The humanoid robot sector also performed actively, with companies like Hengshuai Co., Anpeilong, and Hongchang Technology reaching daily limits of 20% [7] Individual Stock Highlights - North Rare Earth saw a decline of 4% with a trading volume of 12 billion yuan, while Cambrian's stock price fluctuated, closing at 1440 yuan with a trading volume of 20 billion yuan [8] - Several stocks, including Weike Technology and Jinghua New Materials, reached new highs [8] Capital Flow - Main capital inflows were observed in the computer, machinery equipment, and electronics sectors, while net outflows were noted in non-ferrous metals, electric power equipment, and basic chemicals [9] - Specific stocks with significant net inflows included Huasheng Tiancai, Zhongke Shuguang, and Gongxiao Daji, with inflows of 1.856 billion yuan, 1.325 billion yuan, and 1.124 billion yuan respectively [9] Institutional Insights - Guotai Junan noted that multiple factors are likely to support the continued performance of Chinese assets, emphasizing the acceleration of China's transformation and the demand for asset management [10] - Open Source Securities highlighted the importance of focusing on leading companies that align with the theme of "emotional consumption" amid a consumer recovery [11] - Guorong Securities pointed out the index fluctuations and the need to pay attention to structural risks [12]