2025年9月27日21时40分，广州番禺警方接群众报警称，在小谷围街道中环东路附近某生活小区内部道路， 有一辆小车撞到2名行人。接报后，警方迅速派员到场处置，控制肇事司机金某，协助"120"医务人员抢救伤 员（其中1人经抢救无效死亡，另1人经送医治疗已出院）。 2025年9月27日21时40分,广州番禺警方接群 众报警称,在小谷围街道中环东路附近某生活小 区内部道路,有一辆小车撞到2名行人。接报后, 警方迅速派员到场处置,控制肇事司机金某,协 助"120"医务人员抢救伤员(其中1人经抢救无 效死亡,另1人经送医治疗已出院）。 目前，司机金某排除酒驾、毒驾嫌疑，案件正在进一步调查中。 广州市公安局番禺分局 2025年9月28日 警 情 通 报 目前,司机金某排除酒驾、毒驾嫌疑,案件 正在进一步调查中。 广州市公安局番禺分局 2025年9月28日 来源： 广州市公安局番禺分局 责编： 刘珺宇 校 对：高源 百万用户都在看 利好来袭！刚刚，重大突破！ 罕见！几百名将军，被召回！美军秘密会议，细节曝光 证监会：立案！A股公司，公告！ 关税，突变！白宫最新发声！ 见证历史！集体大涨！ 违法和不良信息举报电话：0755 ...

Core Viewpoint - The meeting between Chinese Foreign Minister Wang Yi and North Korean Foreign Minister Choe Son-hui emphasizes the importance of strengthening the traditional friendship and cooperation between China and North Korea, highlighting the strategic direction set by the recent meeting between Xi Jinping and Kim Jong-un [1][2]. Group 1: Bilateral Relations - Wang Yi stated that the traditional friendship between China and North Korea, cultivated by their leaders, is a valuable asset for both nations [1]. - Both countries aim to enhance strategic communication and cooperation to promote regional peace and development [1]. - Choe Son-hui expressed North Korea's commitment to deepening relations with China, emphasizing the importance of implementing the consensus reached by their leaders [2]. Group 2: Shared Ideals and Goals - Both nations share common ideals and goals as socialist countries, which can facilitate the exchange of governance experiences [1]. - The two countries support the concept of a community with a shared future for mankind and various global initiatives proposed by China [1][2]. Group 3: International Context - Wang Yi highlighted the current international situation characterized by chaos and hegemonic behavior, stressing the need for cooperation against unilateralism and power politics [1]. - Choe Son-hui acknowledged China's historical achievements and its rising international status, supporting China's contributions to building a multipolar world [2].

机器人"大牛股"突发利好公告。 9月28日，宁波华翔公告称，公司投资设立的宁波峰梅匹意克新材料有限公司出资3000万元获得吉林大学拥有 的与PEEK（聚醚醚酮）工业化量产相关的中国专利及专有技术的普通实施许可，期限为20年。据悉，PEEK材 料具有轻量化、高强度等特性，在人形机器人的关节、骨架等部位具有广阔的应用前景。 受益于机器人概念股的炒作热潮，宁波华翔股价持续飙涨，截至9月26日收盘，其股价年内累计涨幅超198%， 总市值接近300亿元。有分析指出，宁波华翔股价持续走强与其在机器人领域的最新布局密切相关。 机器人"大牛股"公告 9月28日，宁波华翔发布公告称，8月27日公司董事会审议通过议案，同意公司与实际控制人控制的企业共同投 资设立宁波峰梅匹意克新材料有限公司（简称"合资公司"）。9月28日，合资公司与吉林大学签署了《专利实 施许可合同》，合资公司出资3000万元获得吉林大学拥有的与PEEK工业化量产相关的中国专利及专有技术的 普通实施许可，期限为20年。同时，合资公司聘请吉林大学的专家教授等技术团队提供相应的全套技术服务与 培训。 获得授权后，合资公司将依据许可技术开展PEEK材料的聚合、提纯、改 ...

Core Viewpoint - The performance of consumer-themed funds has improved significantly after expanding and updating the definition of the consumer industry, despite the recent underperformance of heavily weighted consumer stocks in the public market [1][3]. Group 1: Performance of Consumer Funds - Consumer funds have shown a notable divergence in performance, with some actively managed consumer funds and passive consumer ETFs performing well, while traditional consumer stocks face significant adjustment pressure [1][3]. - The performance difference among consumer ETFs is largely attributed to how fund managers define "consumption," with some including technology stocks, which aligns with the current market consensus on technology as a core investment theme [3][4]. Group 2: Fund Manager Strategies - Fund managers have adopted strategies to expand the definition of consumption to include sectors like technology and pharmaceuticals, which has positively impacted fund performance [5][6]. - For instance, the Guorong Huagang Shen Consumer Fund achieved a return of 58.56% this year, largely due to its focus on technology-related stocks, reflecting a shift in the definition of "big consumption" [5]. Group 3: Market Trends and Insights - The current market consensus indicates a shift towards technology and artificial intelligence, with consumer spending showing signs of weakness, as evidenced by a 3.4% year-on-year growth in retail sales, slightly down from July [8]. - Long-term market dynamics are expected to be driven by the decline in risk-free interest rates and the transition of economic drivers, suggesting a potential for asset revaluation [9].

Group 1 - The core viewpoint emphasizes resource security, corporate globalization, and technological competition as the main structural market clues, with a focus on resource allocation in the context of new productive forces [2] - The resource sector is driven by insufficient investment in traditional resource industries under a high global interest rate environment, leading to supply constraints [2] - The corporate globalization of Chinese companies is seen as a crucial but subtle fundamental aspect of the current market, with the stability of trade environments and the reduction of internal competition being key conditions [2] Group 2 - The third quarter is expected to show improved or sustained high growth in specific sectors, particularly in mid-to-high-end manufacturing and the AI industry chain [3] - Key sectors include battery manufacturing, military electronics, and AI-related components, which are anticipated to benefit from a recovering PPI and resilient export growth [3] - Resource products such as fluorochemicals, copper, and gold are also expected to see price increases due to improved supply-demand dynamics [3] Group 3 - The market is currently experiencing short-term volatility, but the overall trend remains positive, with structural opportunities still prominent [5] - The upcoming important meetings, such as the 20th National Congress, are expected to serve as critical points for market validation and potential recovery in risk appetite [5] - The focus for investment opportunities is on themes like new productive forces, consumer sectors, and areas benefiting from the reduction of internal competition [5] Group 4 - The market is expected to maintain a strong upward trend post-National Day, with historical patterns suggesting a favorable environment for stocks after holidays [6] - The focus is shifting towards sectors with structural growth, particularly in technology, new energy, and innovative pharmaceuticals [6] - The market's liquidity is anticipated to remain favorable, supported by ongoing improvements in macroeconomic conditions [6] Group 5 - The market is likely to experience a "red October," with continued support from long-term policy layouts and technological catalysts [8] - The technology sector is expected to maintain a dominant trend, with significant opportunities arising from new catalysts and structural changes [8] - The focus on anti-involution is seen as a key factor in transitioning from a structural bull market to a more comprehensive bull market [8] Group 6 - The current bull market is characterized by a lack of clear bubble signals, with strong structural features and a focus on key indicators [9] - The market is expected to remain in a strong oscillating state around the National Day, with no significant downturn risks anticipated [9] - The transition from a technology-driven growth model to one that includes export and globalization is being highlighted as a future trend [13]

Core Viewpoint - The trend of travel-based elderly care is gaining popularity among active seniors, with a significant market potential as the elderly population in China is expected to exceed 300 million by the end of the 14th Five-Year Plan [4][7]. Group 1: Market Potential - The travel-based elderly care market is anticipated to transition from a niche to a mainstream market, driven by an increase in the elderly population and higher penetration rates [4]. - By 2035, the travel and health integration industry for the elderly is projected to reach a scale of 5 trillion yuan, accounting for 16.7% of the total output value of the silver economy [8]. Group 2: Industry Participation - Major insurance companies, including China Pacific Insurance, China Taiping, and others, are increasingly entering the travel-based elderly care market, with various operational models being adopted [5]. - The operational models include leveraging existing nationwide elderly care communities, establishing travel projects in key cities, and collaborating with tourism and health service providers [5]. Group 3: Characteristics of Elderly Travelers - The typical characteristics of "traveling elderly" include being relatively younger, preferring to experience different locations rather than staying in one place year-round, desiring a home-like environment instead of hotels, requiring medical and health support, and having social interaction needs [4]. Group 4: Policy Environment - Recent government policies have emphasized the development of the travel-based elderly care market, including the establishment of a national cooperation platform and the promotion of travel-based elderly care destinations [8]. - Local governments, such as Beijing and Hainan, are also implementing specific guidelines and standards to enhance the travel-based elderly care services [8]. Group 5: Challenges and Considerations - Despite the promising outlook, the travel-based elderly care sector is still in its early stages, facing challenges such as resource integration, quality service provider selection, and the need for standardized services tailored to elderly tourists [9]. - Balancing service quality and cost-effectiveness is crucial, as travel projects may experience fluctuating occupancy rates [9].

Core Viewpoint - The article discusses the case of Jing Yaping, a former senior official in Guizhou's Big Data Development Management Bureau, who is facing prosecution for bribery and corruption related to his official duties [1][3]. Group 1: Background Information - Jing Yaping was born in August 1964 in Zunyi, Guizhou, and has held various positions, including Deputy Director of the Guizhou Big Data Development Management Bureau and President of the Guizhou Academy of Sciences [1]. - He returned to the Guizhou Big Data Bureau as Director in November 2021 and is set to leave this position in October 2024 [2]. Group 2: Legal Proceedings - The Guizhou Provincial Supervisory Committee concluded its investigation into Jing Yaping's case and transferred it to the prosecutorial authorities for review and prosecution [1]. - The Qiandongnan Prefecture People's Procuratorate has formally charged Jing Yaping with bribery, alleging that he used his official positions to benefit others and illegally accepted substantial amounts of money and property [1][3]. Group 3: Allegations and Misconduct - The investigation revealed that Jing Yaping, as a party leader and public official, lost his ideals and beliefs, disregarded the central regulations, and engaged in corrupt practices, including accepting gifts that could influence his official duties [3]. - He is accused of violating organizational principles and failing to report personal matters truthfully, as well as engaging in power-for-money transactions by leveraging his official capacity for project approvals and contracts [3].

Core Viewpoint - The A-share market is experiencing a surge in merger and acquisition (M&A) activities, with significant transactions being announced and ongoing interest in sectors such as semiconductors, new energy, advanced manufacturing, biomedicine, and high-end equipment [2][11][12]. Group 1: Recent M&A Announcements - Yidao Information announced plans to acquire controlling stakes in Guangzhou Langguo Electronic Technology Co., Ltd. and Shenzhen Chengwei Information Co., Ltd. through a combination of share issuance and cash payment, constituting a major asset restructuring [2][3]. - New Dazheng disclosed its intention to acquire 75.15% of Jiaxin Liheng Facility Management (Shanghai) Co., Ltd. via share issuance and cash payment, also qualifying as a major asset restructuring [8][9]. Group 2: Market Activity and Trends - In the week of September 22 to September 28, 38 A-share listed companies disclosed M&A progress, indicating a rising trend in market activity [2][11]. - The release of the "M&A Six Articles" by the China Securities Regulatory Commission has led to over 230 major asset restructuring announcements, enhancing the vitality of the M&A market [11][12]. - The semiconductor industry has seen over 230 M&A events since September 24 of the previous year, highlighting its active role in the restructuring landscape [11]. Group 3: Company Profiles and Financials - Yidao Information specializes in the research, design, production, and sales of electronic devices, including laptops and smart hardware, with a market capitalization of 7.266 billion yuan as of September 26 [7]. - New Dazheng focuses on the operation and management of smart city public buildings and facilities, with a market capitalization of 2.96 billion yuan prior to its stock suspension [10].

林朝晖曾任建设银行北京市分行党委书记、行长、建行总行办公室（党委办公室）主任。2024年1月被调任至 中国人寿集团党委，同年获国家金融监管部门核准副总裁及中国人寿保险（海外）股份有限公司董事长任职资 格。原广发银行党委书记、行长王凯担任广发银行行长期间，同时任中国人寿保险（集团）公司党委委员、副 总裁。 9月28日下午，广发银行召开干部会议，宣布集团公司党委委员、副总裁林朝晖兼任广发银行党委书记；王 凯因集团分工调整，不再兼任广发银行党委书记职务。 同日，广发银行在官网发布公告称：王凯请求辞去该行第十届董事会董事、副董事长、行长、董事会战略及消 费者权益保护委员会主任委员等职务，该行董事会对王凯任职期间做出的重要贡献表示衷心感谢。 百万用户都在看 利好来袭！刚刚，重大突破！ 罕见！几百名将军，被召回！美军秘密会议，细节曝光 证监会：立案！A股公司，公告！ 关税，突变！白宫最新发声！ 见证历史！集体大涨！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 此番人事调整后，广发银行高管团队为：新任行长林朝晖（待监管核准），党委副书记、职工监事、监事长罗 玉冰，党委委员、副行长林德 ...

2024年5月18日消息，唐仁健被查；2024年11月15日消息，唐仁健被双开。 经查，唐仁健丧失理想信念，背弃初心使命，贯彻党中央"三农"工作决策部署不力；罔顾中央八项规定精 神，违规收受礼品礼金，多次接受宴请和旅游安排；在干部选拔任用工作中为他人谋取利益并收受财物；利用 职权为亲属经营活动提供帮助，默许身边工作人员利用其职权谋取私利；在脱贫攻坚中搞盲目决策，违规干预 和插手司法活动；家风不正、道德败坏；贪欲膨胀，利用职务便利为他人在企业经营、项目承揽、职务调整等 方面谋利，并非法收受巨额财物。 唐仁健严重违反党的政治纪律、组织纪律、廉洁纪律、工作纪律和生活纪律，构成严重职务违法并涉嫌受贿犯 罪，且在党的十八大后不收敛、不收手，性质严重，影响恶劣，应予严肃处理。 依据《中国共产党纪律处分 条例》《中华人民共和国监察法》《中华人民共和国公职人员政务处分法》等有关规定，经中央纪委常委会会 议研究并报中央政治局会议审议， 决定给予唐仁健开除党籍处分；由国家监委给予其开除公职处分 ；终止其 党的二十大代表资格；收缴其违纪违法所得；将其涉嫌犯罪问题移送检察机关依法审查起诉，所涉财物一并移 送。给予其开除党籍的处分，待 ...