Core Viewpoint - The recent policy adjustments in Shenzhen's real estate market have led to a significant increase in second-hand housing transactions, particularly in the Luohu district, following the relaxation of purchase restrictions [1][2]. Summary by Sections Policy Changes - Starting from September 6, Shenzhen's housing and construction bureau, along with the People's Bank of China Shenzhen branch, implemented new measures to optimize the city's real estate policies, including the removal of purchase restrictions in several districts [1]. Market Response - Following the new policy, the second-hand housing market in Shenzhen has shown a continuous upward trend. From September 6 to 11, the transaction volume in second-hand housing increased by 45% compared to the previous six days [1]. - Luohu district experienced the most significant growth, with a staggering 109% increase in transaction volume, outperforming other districts [1][2]. District Performance - Other districts also saw substantial increases in second-hand housing transactions: - Longhua district: +65% - Yantian district: +57% - Futian district: +53% - Baoan district: +43% - Longgang district: +39% - Nanshan district: +12% - Overall, the city recorded a 45% increase in second-hand housing transactions [2][3].

以下文章来源于21Style ，作者贺泓源 21Style . 编辑丨朱益民 刘雪莹 9月12日下午，"西贝承认部分菜品是隔夜菜"登上微博热搜第一。 据@中国蓝新闻 报道，西贝承认部分菜品存在隔夜情况，煮好的羊排赏味期是三餐，今天上 午一餐、下午一餐、明天上午还能卖，厨师长称隔夜使用不会影响出餐品质。 9月12日中午，胖东来集团创始人于东来就此次舆论风波发声称，"任何事没有完美，感谢西 贝、海底捞等品牌企业可以让我找到相对放心可口吃饭的地方。" 某种程度上，在创始人、CEO贾国龙的参与下，西贝跟预制菜越绑越紧。 虽然，这公司不想掺和任何预制菜概念。2025年9月12日，在微博热搜上，西贝、罗永浩、预 制菜成为高频词。比如罗永浩奖励10万征集西贝预制菜线索、罗永浩晒报告称西贝预制菜超 80%等热搜词汇。 权威、独家、深度，先一步看到消费未来！ 记者丨贺泓源 罗永浩晒报告称西贝预制菜超80%的观点来自，人民网研究院在2023年发布的《预制菜行业发 展报告》，其中援引《2022年中国连锁餐饮行业报告》数据显示，真功夫、吉野家、西贝等连 锁餐饮企业预制菜占比达80%以上。 9月10日，罗永浩发微博公开吐槽西贝。"好久 ...

Core Viewpoint - The article discusses the achievements and future plans of China's fiscal reform and development during the "14th Five-Year Plan" period, emphasizing the importance of debt management and economic development as interlinked goals [1][2]. Group 1: Debt Management Achievements - As of August 2023, China has issued 4 trillion yuan of the 6 trillion yuan special debt limit introduced in the last quarter of the previous year, with an average interest cost reduction of over 2.5 percentage points, saving over 450 billion yuan in interest payments [1]. - In 2023, a total of 2.78 trillion yuan of new local government special bonds have been issued, with 800 billion yuan allocated specifically to support local debt management [1]. Group 2: Economic Development and Debt Management - The dual approach of debt management and economic development has enhanced local development momentum, allowing local governments to allocate more resources to address economic challenges [2]. - Over 60% of financing platforms are expected to exit by June 2025, indicating a significant reduction in hidden debts [2]. - The overall government debt level is reported at 92.6 trillion yuan, with a debt-to-GDP ratio of 68.7%, which is considered manageable compared to G20 and G7 averages [2]. Group 3: Future Plans for Debt Management - The government plans to continue implementing debt reduction measures, including early allocation of new debt limits and multi-faceted strategies to resolve hidden debts [3]. - There will be a focus on strict management of local government debt limits and enhancing transparency in debt information [3]. - The strategy includes optimizing bond issuance to meet funding needs for major projects while improving the efficiency of bond fund usage [3]. - Risk monitoring and prevention measures will be strengthened to mitigate potential debt repayment risks [3].

今天（9月12日）下午，国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布 会。 财政部部长蓝佛安表示，"真金白银"激发消费活力。 截至今年8月底，国家财政一共拿出约 4200亿元，带动各类商品销售额超2.9万亿元。 安排专项资金，支持开展县域商业建设行动， 引导释放乡村消费潜能，"十四五"以来，乡村消费品零售额增长了24%。我们推出了育儿补 贴、养老服务补贴等直接补贴，对重点领域个人消费贷款和相关行业经营主体贷款给予贴息， 让资源精准投向消费领域。完善免税店政策体系，鼓励更多国货"潮品"走出去。优化离境退税 政策，进一步降低起退点，提高现金退税金额，推动扩大入境消费。 发布会上，中央广播电视总台央视记者提问："十四五"期间我国财政宏观调控实现了很多新的 突破，能否详细介绍一下这几年财政宏观调控有哪些新的特点？下一步还有什么考虑？ 蓝佛安介绍， 财政政策统筹考虑防风险和促发展，始终留有后手，未来财政政策发力空间依 然充足。 一是我国经济长期向好的趋势没有变，这决定了财政运行的基本盘，始终是坚实稳固的。 二是这些年我们积累了越来越多的宏观调控的经验，政策工具不断丰富，逆周期跨周期调节能 力大大增强 ...

记者丨刘雪莹 编辑丨陈思颖 9月12日，A股三大指数冲高回落，集体收跌。沪深两市成交额2.52万亿，较上一个交易日放量837亿元，全市场3370只个股下跌。 | 存储芯片板块逆势上涨，大金融、白酒、游戏等板块跌幅居前。 | | --- | 消息面上，据人民财讯，近期阿里发布了下一代开源Qwen3-Next模型，主打超高训练和推理性价比。此前阿里巴巴旗下"高德扫街榜"于9月10 日上线，首日活跃用户突破4000万。 基本面上，据21世纪经济报道，8月份，腾讯、阿里两大互联网巨头财报成绩令投资人满意，AI业务成为两家公司业绩新增长引擎。（详情： 腾讯、阿里财报披露AI战备 ） 资金面上，Wind数据显示，港股科技30ETF（513160）近期获资金布局明显，截至9月11日年内新增份额超25.84亿份， 份额增长率达 1665.06%。 美联储降息预期下机构看好港股科技表现 阿里股价大涨， 做空数据激增 9月12日，港股市场强势高开，阿里巴巴盘中涨近7%，股价一度创近4年新高，收盘涨5.44%。 美东时间9月11日，阿里巴巴美股收涨8%，也刷 新2021年底以来的新高。 本周百度、阿里、哔哩哔哩、网易等港股累计涨幅 ...

Core Viewpoint - The article highlights significant advancements in gold mining exploration in China during the "14th Five-Year Plan" period, with a total investment of approximately 450 billion yuan and notable discoveries in gold resources [1]. Group 1: Gold Mining Achievements - Since the beginning of the "14th Five-Year Plan," China has implemented a new round of strategic actions for mineral exploration, resulting in major breakthroughs in gold mining [1]. - The Dadonggou gold mine in Liaoning Province has emerged as a prominent new resource base, with an estimated gold resource of nearly 1,500 tons, potentially becoming another world-class gold mine following the Shandong Jiaodong gold mine [1]. - As of the end of 2023, China's gold mine resource reserves stand at 3,203.77 tons, according to the Ministry of Natural Resources [1]. Group 2: Shandong Jiaodong Gold Mine - The Shandong Jiaodong gold mine, recognized as one of the world's largest gold mining areas, has shown impressive results, with the Laizhou Xiling gold mine being the largest single gold deposit in the country [3]. - As of August 2023, the Laizhou Xiling gold mine has reported a cumulative gold metal discovery of 592.186 tons [3]. - During the "14th Five-Year Plan" period, Shandong has added 583 tons of gold resources, leading the nation and completing its exploration targets ahead of schedule [3].

Core Viewpoint - In August, Tencent and Alibaba reported strong financial results, with AI becoming a new growth engine for both companies, leading to significant stock price increases and investor confidence [1][3]. Tencent - Tencent's AI revenue model focuses on enhancing existing businesses, acting as a "lubricant" to improve efficiency and revenue in gaming and advertising [2]. - The marketing services revenue increased by 20% year-on-year, attributed to AI-driven advertising platform optimization [5]. - Tencent's gaming business continues to grow, with over 20% growth for three consecutive quarters, leveraging AI for content creation and user engagement [5][6]. - The company reported a significant increase in enterprise service revenue due to GPU leasing and API usage, indicating a recovery in growth [6]. - Tencent's capital expenditure surged by 119% to 19.1 billion RMB, primarily for AI-related business support, while maintaining a strong cash flow from its core gaming and advertising operations [12][13]. Alibaba - Alibaba's AI revenue model operates in parallel with direct sales of AI products and services, particularly in its cloud business [2]. - The cloud intelligence group's revenue grew by 26%, reaching 33.398 billion RMB, driven by increased public cloud business [6]. - AI-related product revenue has maintained triple-digit growth for eight consecutive quarters, constituting over 20% of Alibaba Cloud's external commercial revenue [6][10]. - Alibaba's net profit decreased by 18% to 33.51 billion RMB due to high investments in AI and competition in the instant retail sector, leading to a significant cash flow deficit [10][11]. - The company plans to invest 380 billion RMB over three years in AI and cloud initiatives, indicating a commitment to long-term growth despite short-term financial pressures [11]. Competitive Landscape - Both companies are engaged in an AI arms race, with significant investments aimed at securing their positions in the market [3][10]. - Alibaba's strategy involves aggressive spending in the instant retail sector, which has led to substantial losses but aims to establish market dominance [10][12]. - Tencent's challenge lies in ensuring high returns on its substantial investments while managing external supply chain risks, particularly concerning GPU availability [13].

记者丨毕凤至 刘雪莹 编辑丨叶映橙 陈思颖 近日，"罗永浩发文吐槽西贝预制菜"一事引发关注。今天（9月12日）， "罗永浩悬赏10万征 集西贝预制菜线索" 抢占微博热搜头条位置。 今天罗永浩再发微博称：这么多年来，我一直是一个有争议的人， 但这一次我看到的网络舆 情是90%多的人都在骂西贝，骂我的连10%都不到。难道那些讨厌我的人突然喜欢了我不成？ 很多网友已经指出了真实的原因 ： 天下苦预制菜不透明久矣。 希望这一次的事件，能够推动 中国预制菜相关立法尽快实现，再强调一遍，我不反对预制菜，我的终极诉求只是让消费者获 得知情权。 据澎湃新闻报道，有接近罗永浩的人士表示：" 在大家看来，中央厨房、食品工厂出来的菜都 是预制菜。 而且网上有证据表明，西贝的中央厨房部分的菜品就是采购的工厂预制菜，贾国 龙已经犯了'众怒'。" 西贝上线"罗永浩套餐" 西贝宣布将从今日（9月12日）起，在全国所有门店上线"罗永浩菜单"。贾国龙澄清，这不是 一个固定的套餐，而是罗永浩点过的菜品列表，消费者可以任意点选。西贝为此提供了两大承 诺：第一，"不好吃，不要钱"，顾客可以随时退单；第二，欢迎顾客随时进入后厨，参观任何 一道菜的制作 ...

见习记者丨张旭 编辑丨周上祺 第二十五届中国国际投资贸易洽谈会（以下简称投洽会）于9月8日至11日在厦门举办。今年投 洽会以"携手中国 投资未来"为主题，聚焦促进新质生产力发展，集中展示了数字技术、绿色 低碳、新能源等新兴领域的创新技术和优质项目。 作为以双向投资促进开放合作的重要平台，本届投洽会吸引了超过100个国家和地区、11个国 际组织的代表团报名参会。 一边是外资不断加码中国，并将中国视为创新中心，将创新成果输出到全球各地；另一边是中 国企业出海进程加快，为全球带来新的机遇。 对外经贸大学国际经贸学院教授崔凡向21世纪经济报道记者表示，从本届投洽会来看，无 论 是"世界投资中国"，还是"中国投资世界"，高科技产业、数字经济相关的部分都在不断上升。 投资中国，与创新同行 投洽会上，中英系列投资交流活动、民营企业与全球500强高管对话、优质上市公司路演等在 内的70多场投资专题活动和100多场专题路演百花齐放，不断放大"投资中国"的吸引力。 费森尤斯集团成立于1912年，是全球领先的医疗保健公司。早在2007年，费森尤斯就在江苏 常熟投资建设了中国首个、也是亚太地区最大规模的生产线，后来还在上海建立了独立 ...

Core Viewpoint - The article discusses the rapid rise of integrated hydrogen and ammonia projects in the renewable energy sector, particularly focusing on the investments made by Goldwind Technology in wind power and green hydrogen production, highlighting the potential of green ammonia and methanol as alternative fuels and chemical feedstocks [2][3][9]. Group 1: Investment Projects - Goldwind Technology plans to invest approximately 18.92 billion yuan in the Bayannur project, which will have a total capacity of 3 GW of wind power, with over 80% of the generated electricity used for electrolysis to produce green hydrogen, resulting in an annual production of 600,000 tons of green methanol and 400,000 tons of green ammonia [3][4]. - The company has previously invested in the Xingan League project, which is recognized as the world's largest wind-to-green methanol project, and is also involved in the largest integrated green hydrogen and methanol project globally, the Zhongnengjian Songyuan Hydrogen Energy Industrial Park [2][3]. Group 2: Market Dynamics - As of now, over 800 green hydrogen and methanol projects have been signed or registered in China, with the planned total production capacity for green methanol projects nearing 60 million tons per year [2][11]. - The demand for renewable energy and the development of green hydrogen technology, along with supportive policies, are driving the growth of hydrogen and methanol integration projects [9][10]. Group 3: Economic Considerations - Despite the promising outlook, the economic viability of hydrogen and methanol production remains a challenge due to high costs associated with green hydrogen production [11]. - Analysts suggest that 2030 will be a critical turning point for hydrogen and methanol integration, with expectations that the cost of green hydrogen will drop below 10 yuan per kilogram, significantly enhancing the economic feasibility of these projects [11].