来源：新华社 会议强调，"十五五"时期经济社会发展必须坚持党的全面领导，坚决维护党中央权威和集中统 一领导，把党的领导贯穿经济社会发展各方面全过程；坚持人民至上，尊重人民主体地位，让 现代化建设成果更多更公平惠及全体人民；坚持高质量发展，以新发展理念引领发展，因地制 宜发展新质生产力，推动经济持续健康发展和社会全面进步；坚持全面深化改革，扩大高水平 开放，持续增强发展动力和社会活力；坚持有效市场和有为政府相结合，充分发挥市场在资源 配置中的决定性作用，更好发挥政府作用；坚持统筹发展和安全，强化底线思维，有效防范化 解各类风险，以新安全格局保障新发展格局。 会议强调，坚持和加强党的全面领导是推进中国式现代化的根本保证。必须坚持以党的自我革 命引领社会革命，持之以恒推进全面从严治党，增强党的政治领导力、思想引领力、群众组织 力、社会号召力，提高党领导经济社会发展能力和水平，为推进中国式现代化凝聚磅礴力量。 会议还研究了其他事项。 中共中央政治局9月29日召开会议，研究制定国民经济和社会发展第十五个五年规划重大问 题。中共中央总书记习近平主持会议。 会议决定，中国共产党第二十届中央委员会第四次全体会议于10月20日 ...

记者丨叶麦穗 李益文 编辑丨曾芳 叶映橙 黎雨桐 9月29日，三大指数震荡回升，创业板指一度涨近3%。 截至午盘收盘，沪指涨0.13%，深成指涨1.11%，创业板指涨1.77%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3832.90 | 13355.98 | 1542.03 | | +4.80 +0.13% +146.98 +1.11% | | +13.06 +0.85% | | 科创50 | 创业板指 | 万得全A | | 1443.35 | 3207.44 | 6264.25 | | -7.47 -0.51% | +55.91 +1.77% | +39.35 +0.63% | 沪深两市半日成交额1.29万亿，全市场超3000个股上涨。 固态电池大爆发 盘面上，固态电池、新能源金属、光伏设备等新能源赛道股集体爆发，锂电行业多只个股大涨， 宁德时代AH股齐涨，盘中均一度涨超5%。 9月29日，黄金白银全线飘红，其中现货黄金再刷历史新高，日内最高涨超1%触及3798美元/盎司，COMEX黄金一度站上3830美元/盎司。 国内部分黄金珠宝品牌金饰价格继续上涨，周 ...

记者丨崔文静 此次"换帅"是信达证券近期高层密集变动的最新一环。就在不到两个月前，公司总经理祝瑞敏也已辞职。这番核心管 理层的大调整，有个关键背景：今年9月，信达证券的控股股东已正式变更为中央汇金，信达证券由此开启新的发展阶 段。 新任董事长林志忠是中国信达体系内的资深高管。 在加入信达证券前，他担任中国信达旗下中国金谷国际信托有限责 任公司（以下简称"中国金谷国际信托"）的党委书记、董事长，此前曾在中国信达总部及多地分公司担任主要领导职 务，管理经验深厚。其接任已有铺垫，今年8月他已被补选为信达证券非独立董事。 值得注意的是，信达证券业绩表现稳健，为此次变革提供了坚实基础。 其2025年中期报告显示，上半年实现净利润 10.32亿元，同比增速高达64.86%。 编辑丨巫燕玲 信达证券迎来新任掌门。 根据其日前公告，林志忠已正式接替艾久超，成为信达证券新任董事长。原董事长艾久超因工作安排调整提前离任， 并不再担任信达证券任何职务。 在新的股权结构和领导班子的带领下，信达证券的未来发展引人关注。 | 姓名 | 离任职务 | 高任 | 原定任期 | 高任 | 是否继续在 上市公司及 | 是否存 在未履 行完単 | ...

截至2025年9月3日，广东全省登记在册经营主体2000.19万户，占全国1/10，经营主体总量稳居全国第一。2025年前8个月，广东全 省新设经营主体212.69万户，其中新设"四新经济"企业41.46万户，占全省新设企业总量的37.92%，新质生产力持续迸发。 进入2025年，粤商也站上了新的发展方位。随着民营经济发展局设立、民营经济促进法落地，系列动作释放出的"公平竞争"信号， 为广东全省超900万户企业带来了更多信心与底气。在此推动下，粤商正加速竞逐人工智能、机器人等新赛道，踊跃投身"百千万工 程"等新战略坐标，并以更开阔视野走向全球市场，开启新一轮发展征程。 华为、比亚迪、腾讯、美的、顺丰、立讯精密、碧桂园……在最近公布的2025年《财富》世界500强排行榜上，粤商拿下18席。其 中，华为和比亚迪两家民营企业冲进榜单前100强，立讯精密则凭借373.577亿美元营收拉动排名上升65位，升幅领跑。 面对世界银行眼中"正遭遇强劲逆风"的全球经济，粤商仍然交出了亮眼成绩。这是一个以秦汉"海上丝绸之路"为起点，在清代广 州"一口通商"政策下崛起，再于改革开放时期乘风而上、高速成长的企业家群体。到现在，值此世 ...

Core Viewpoint - The article discusses the significance of the "Several Measures for Strengthening the Cultivation of Innovative Enterprises in the Digital Economy," which aims to enhance the development of digital economy enterprises, referred to as "digital innovation enterprises" or "数创企业" [1][2]. Group 1: Policy Measures - The measures include establishing a discovery mechanism for innovative enterprises, enhancing multi-dimensional data support, strengthening computing power resources, improving original innovation capabilities, and optimizing financing services [2][4]. - The establishment of a cultivation database for innovative enterprises will allow for the annual selection of high-potential companies, with targeted support provided by data management departments [2][4]. - The measures emphasize the importance of artificial intelligence and specialized models, focusing on providing opportunities and scenarios for these enterprises [2][4]. Group 2: Resource Support - The "East Data West Computing" project aims to optimize the deployment of computing resources across the country, ensuring efficient and low-cost access for digital innovation enterprises [4]. - Encouragement for state-owned and leading enterprises to promote joint innovation and share resources with digital innovation enterprises is highlighted [4]. - The measures propose the exploration of "data vouchers" and "algorithm vouchers" to reduce costs associated with data usage, facilitating easier access to essential resources for enterprises [4][5]. Group 3: Financial Services - Financial institutions are encouraged to provide diversified financial services to digital innovation enterprises based on market principles, promoting connections between banks and these enterprises [5]. - The measures aim to support qualified digital innovation enterprises in their efforts to go public and secure financing [5]. - The overall framework is designed to create a comprehensive support system for the growth of digital innovation enterprises, addressing data, computing power, innovation, and financing needs [5].

Core Viewpoint - The article discusses the recent financial troubles faced by Wanda Group, highlighting the significant amount of enforced execution cases and the freezing of shares in its financial subsidiaries, which raises concerns about its financial stability and operational control [1][9][14]. Group 1: Financial Execution Cases - As of now, Wanda Group has a total enforced execution amount exceeding 5.2 billion yuan [1][4]. - The group is facing multiple enforcement cases, with amounts involved in recent cases being 2.4 billion yuan, 407 million yuan, 330 million yuan, and 240 million yuan, all handled by specialized financial courts in Beijing, Shanghai, and Chengdu [4][5]. - The enforcement cases involve various financial institutions, including China Bank and Shanghai International Trust, indicating the financial nature and complexity of the disputes [5][6]. Group 2: Share Freezing of Financial Subsidiaries - The shares of two core financial platforms under Wanda, Shanghai Wanda Network Financial Services Co., Ltd. and Shanghai Wanda Microloan Co., Ltd., have been frozen, totaling 9.4 billion yuan, with a freeze period of three years [9][10]. - This share freezing is expected to impact Wanda Group's control over these subsidiaries, which are crucial for its financial strategy [10][11]. - Shanghai Wanda Network Financial Services Co., Ltd. offers various financial products, including "Wanda Wallet," which integrates multiple financial services for its customer base [11][13]. Group 3: Implications of Financial Troubles - The ongoing financial issues are likely to exacerbate Wanda Group's debt crisis, making resolution increasingly difficult [14].

Core Viewpoint - The article discusses the release of the "2025 Global Cities Report under the Belt and Road Initiative," highlighting the challenges and transformations faced by global cities in the context of geopolitical changes and the need for resilience and adaptability in urban development [3][4]. Group 1: Global City Dynamics - The report identifies two key roles for cities: "intermediary cities" that maintain global network resilience through neutrality and openness, and "dual circulation hub cities" that effectively link domestic and global networks [3][5]. - Major cities like Paris, Tokyo, Hong Kong, and Shanghai are recognized for their strong boundary-crossing capabilities, facilitating knowledge flow and technological collaboration [4]. - Emerging cities in South Asia and South America, such as Mumbai and São Paulo, are becoming significant players in global production and service networks [4]. Group 2: Infrastructure and Connectivity - The global connectivity infrastructure is dominated by core hubs in the Asia-Pacific, North America, and Europe, with geopolitical factors directly influencing this landscape [4]. - The report emphasizes the importance of transit hubs like Seoul, Bangkok, and Singapore in maintaining global movement of people and goods [4]. Group 3: Domestic and International Integration - The report focuses on "dual circulation hub cities" that are crucial for linking domestic and international networks, including major Chinese cities like Shanghai, Beijing, and Shenzhen [5]. - Recommendations for inland hub cities include enhancing transportation links, fostering local production capabilities, and improving educational and innovation systems to elevate their status [6]. Group 4: Urban Development Strategies - The report advocates for a new urban development paradigm that emphasizes open, inclusive, and mutually beneficial approaches, particularly in light of rising anti-globalization sentiments [7]. - Experts suggest that cities should optimize population structures and accelerate technological advancements to enhance their competitive edge in the global landscape [7]. Group 5: Belt and Road Initiative Impact - The article highlights the expanding scale of capacity cooperation between China and partner countries under the Belt and Road Initiative, with industrial parks serving as key catalysts for the rapid development of emerging node cities [8]. - Effective planning and integration of capacity cooperation projects with urban development are essential for maximizing collaborative benefits [8].

Core Viewpoint - Guangdong continues to rank first in the national innovation capability evaluation for nine consecutive years, showcasing its strong enterprise innovation and innovation environment, but faces challenges in maintaining its leading position as other provinces catch up [1][3][5]. Group 1: Innovation Performance - Guangdong ranks first in enterprise innovation and innovation environment, second in knowledge creation, fourth in knowledge acquisition, and second in innovation performance [3][5]. - The province's research and development (R&D) expenditure reached 342.664 billion yuan, accounting for 16.34% of the national total, indicating a strong commitment to innovation [5][10]. - Guangdong has a high conversion efficiency from patents to products, with 143,141 invention patents granted and 164,853 invention patent applications, both ranking first in the country [5][10]. Group 2: Economic and Industrial Growth - The advanced manufacturing and high-tech manufacturing sectors in Guangdong are projected to increase their value-added shares to 56.7% and 31.6% respectively by 2024, with significant growth in new energy vehicles and industrial robots [6][10]. - Approximately 77,000 high-tech enterprises form a robust support system for innovation, with private enterprises contributing over 60% of invention patents and 80% of new products [6][10]. Group 3: Strategic Initiatives - Guangdong is focusing on enhancing its innovation ecosystem by investing in high-level technology innovation platforms and improving the research system to support sustainable economic growth [7][10]. - The province aims to solidify its position as a long-term leader by addressing challenges in efficiency and potential, particularly in the context of international trade and technological decoupling [10][12]. Group 4: Talent and Investment - Guangdong has attracted over 1 million college graduates to work in the province, exceeding its initial target, and plans to conduct recruitment events across major universities [11]. - The provincial government has committed to increasing R&D funding, with a focus on basic research, ensuring that at least one-third of provincial financial technology funds are allocated to this area [11]. Group 5: Global Innovation Standing - The "Shenzhen-Hong Kong-Guangzhou" innovation cluster has surpassed the "Tokyo-Yokohama" cluster to become the top global innovation cluster, excelling in PCT patent applications, scientific publications, and venture capital [12]. - The province's advancements in basic research and scientific publications indicate a significant leap in its global innovation capabilities [12].

Group 1 - The storage market is experiencing a shortage, with multiple institutions predicting that storage prices may continue to rise in the fourth quarter [1] - Since the beginning of the year, the storage index has increased by over 60%, while the stock of Dongxin Co. has surged by 321.20% [1]

Core Viewpoint - Tianqi Materials is pursuing a secondary listing in Hong Kong after over ten years of being listed on the Shenzhen Stock Exchange, aiming to capitalize on its growth and expand its global presence in the lithium battery electrolyte market [1][3]. Group 1: Company Overview - Tianqi Materials, founded in 2000, initially focused on personal care product materials before pivoting to lithium battery electrolytes, becoming a leading supplier in the industry [7]. - The company has been the world's largest electrolyte supplier since 2016, with a projected global market share of approximately 35.7% by 2024 [7]. Group 2: Financial Performance - The company's revenue peaked at 22.317 billion yuan in 2022 but is projected to decline to 12.518 billion yuan by 2024, with net profit dropping from 5.714 billion yuan in 2022 to 0.484 billion yuan in 2024 [8]. - The average selling price of lithium-ion battery materials has significantly decreased, from 48,331 yuan per ton in 2022 to 13,766 yuan per ton in the first half of 2025 [8]. Group 3: Strategic Moves - Tianqi Materials has signed a major supply agreement with Ruipu Lanjun for at least 800,000 tons of electrolyte products by the end of 2030, marking the largest long-term contract since its establishment [3]. - The company aims to enhance its global business through the Hong Kong IPO, with 80% of the raised funds allocated for global business development, including projects in Morocco and the U.S. [13]. Group 4: Market Position and Competition - Despite being an industry leader, Tianqi Materials has a low overseas revenue contribution, with only 5.49 billion yuan from international markets in 2024, compared to competitors like Sinoma and Duofluorine [11][12]. - The company faces increasing competition and pricing pressures due to upstream capacity expansion, leading to a significant drop in product prices and profit margins [8][9].