近日，中国乳业"国家队"蒙牛集团在乳原料深加工领域取得重要成果，其首批深加工产品 —马斯卡彭、乳铁蛋白、披萨奶酪、脱盐乳清粉 D90 、胶束酪蛋白 MCC 等已完成测试， 其中马斯卡彭奶酪已率先上市，所有产品的性能与质量均达到国家标准要求。 据了解，该批产品取得的创新突破主要得益于蒙牛先进的创新技术与 GOSS 系统（无损有 序解析系统）。以马斯卡彭为例，依托其 GOSS 系统的先进技术赋能，该款奶酪具备三大 优势：一是配方醇净，产品未添加任何稳定剂和乳化剂，却依然保持了传统马斯卡彭奶酪的 质地与应用特性；二是生产更环保，全程践行 ESG 理念，实现了稀奶油营养组分的充分利 用和乳清零排放；三是风味与口感更出众，其独特的质构与增香技术，使产品在直接食用或 用于烘焙、甜点制作时，都更具风味和口感优势。 在此背景下，蒙牛积极践行"将原奶'吃干榨尽'"的深加工理念，推动产业向高附加值、高技 术含量方向延伸。 值得一提的是，在乳原料深加工领域，蒙牛构建了从工艺设计、过程控 制到质量验证的全链条数字化能力，有效保障产品稳定性与一致性。突破了由单一产品向产 品组合研发模式的转变，实现了单线单品向多品类柔性共线的转变，实现 ...

一份伪造上市公司资料的PPT 一个满是"演员"的微信群 差点骗走老人的10万元积蓄 "这个'创投精英群'里109人， 108个都是托" 日前，上海静安警方依托高效的警银联动机制，在转账的最后关头火速拦截，成功揭穿了这 起名为"中新股"的投资理财骗局。 图为民警在银行劝阻老人转账（静安警方供图，下同） 11月19日上午，静安区某工商银行网点，一位老年客户正准备办理大额转账，疑似被骗。 民警迅速赶往现场。在银行大厅，一位阿姨正拿着手机，不断展示着一个名为"创投精英 汇"的微信群，坚持要向一个陌生账户汇款10万元。她相信，这笔投资将让她"中新股"，获 得超过20%的收益。 "我中了新股，要赶紧转账才能认购！" 当事人陆阿姨焦急地向银行工作人员解释。她口中的"中新股"机会，来自于一个名为"创投 精英汇"的微信群。这个群里有上百名成员，多名"大师"号称通过"大算力创造财富"，每天 都有群友分享"赚钱捷报"。 民警了解到，陆阿姨最初是在网上结识了名叫"起风了"的网友。对方自称跟随"大师"炒股 赚得盆满钵满，已投入600万元，随后将老人拉进了这个炒股群。进群后，陆阿姨看到群 内"热火朝天"的投资氛围，逐渐动了心。 为取得老 ...

Core Viewpoint - The commercial aerospace sector in China is experiencing a new wave of enthusiasm, highlighted by the first launch of the Zhuque-3 rocket by private company Landspace, despite a partial failure in recovery [2][4]. Group 1: Launch and Recovery - Zhuque-3 successfully entered orbit on December 3, but the first stage recovery failed due to an anomaly during the landing phase [2][4]. - International aerospace expert Yu Guang speculated that the recovery failure might be linked to issues in the engine compartment during the return ignition [4]. Group 2: Technical Insights - Zhuque-3 is a new generation, low-cost, high-capacity, and reusable rocket designed for large constellation networking tasks, with a diameter of 4.5 meters and a target reusability of at least 20 times [7][8]. - The rocket utilizes a liquid oxygen-methane propellant combination, which is advantageous for cost-saving and reducing carbon buildup during reuse, making it a promising direction for commercial aerospace [8][9]. Group 3: Market Implications - The successful launch of Zhuque-3 is seen as a milestone for the entire aerospace industry, with Landspace initiating the IPO process to become the first commercial aerospace company listed on the Sci-Tech Innovation Board [9][10]. - The establishment of a Commercial Aerospace Department by the National Space Administration and the introduction of a new action plan for high-quality development in commercial aerospace are expected to benefit the entire industry, which currently has over 600 companies [10].

Core Viewpoint - The chairman of Aibisen, Ding Yanhui, cast a dissenting vote against the election of the new board chairman due to dissatisfaction with the chairman's compensation and the company's governance structure [2][4][5]. Group 1: Governance Issues - Ding Yanhui expressed that the company's governance structure has serious problems, particularly regarding the concentrated shareholding and the lack of willingness from major shareholders to reduce their stakes, which hampers governance optimization [5][6]. - He highlighted the inadequacy of the company's incentive mechanisms and the unscientific nature of the compensation distribution system [6]. Group 2: Financial Performance - Aibisen reported a revenue of 2.872 billion yuan for the first three quarters of the year, representing a year-on-year increase of 5.66%. The revenue for the third quarter alone was 1.053 billion yuan, showing a growth of 14.5% compared to the same period last year [10]. - The net profit attributable to shareholders for the first three quarters was 185 million yuan, marking a significant year-on-year increase of 57.33%. The net profit for the third quarter reached approximately 69.05 million yuan, up 138.55% year-on-year [10]. Group 3: Compensation Details - Ding Yanhui directly holds 124,671,149 shares of the company, accounting for 33.78% of the total share capital, making him the actual controller of Aibisen [8]. - His pre-tax compensation for 2024 was reported at 4.3556 million yuan, which includes 1.7399 million yuan from the employee stock ownership plan. This represents a 51% increase from his 2023 salary of 2.8845 million yuan [8].

去年以来，几乎所有商业银行都曾发布过卡片调整、联名卡下架的相关公告，原因多为"市场情况变化""业务调整""版权到期"等，持续引 发市场关注。今年 4 月，招行、中行等官宣启动银联 -Visa 双标磁条卡升级为芯片卡的相关工作，进一步提升信用卡支付安全性与便利 性；近期，多家银行再次公告停发或调整部分信用卡产品，涵盖联名卡及其他主题卡等。 查询多家银行半年报，均表示将优化策略，不断完善信用卡产品布局，持续推进高质量获客。 种种迹象表明，信用卡行业已来到关键转折节点：马太效应下的分化渐至尾声，头部机构市场地位稳固，向高质量发展转型步伐加快。头 部机构正不断通过卡片功能升级、产品体系优化等方式，更加充分地满足客户需求、适应时代发展。 主动调整，推动低效产能退出 "停发的本质，是主动推动低效产能的退出。"对发卡机构而言，为了优化经营效率、提升服务可持续性，主动停发这类"过时"的产品，并 将资源倾斜至更符合当下消费者需求的产品，是尊重商业规律的必然选择。 优化策略，坚持价值创造 记者梳理多家大行联名卡近期变化，对"过时"产品的清退仍在继续，但在"停发"占据大众视线的同时，不少银行也在积极"上新"。 以行业领军企业招行信 ...

11月28日，2025分析师大会暨第七届新浪财经"金麒麟"最佳分析师颁奖盛典隆重召开。逾 300名权威学者、公私募掌舵人、上市公司董事长、顶级基金经理、首席分析师齐聚上海，共 同探讨中国资本市场的未来机遇。 以下是全名单>> 宏观经济研究 | 最佳分析师 | 名次 | 机构 | 研究团队 | | --- | --- | --- | | 1 | | 李超、于科、林成炜、廖博、 | | | 浙商证券 | 潘高远、费瑾、王瑞明、靳 | | | | 风、陈冀、祁星 | | 2 | 广发证券 | 郭磊、陈礼清、陈嘉荔、钟林 | | | | 楠、王丹、吴棋滢、贺骁束、 | | | | 文永恒 | | 3 | 东吴证券 | 芦哲、张佳炜、刘子博、王 | | | | 洋、潘京、占烁、李昌萌、董 | | | | 含星、韦蓓 | | 4 | 东方证券 | 孙金霞、曹靖楠、王仲尧、陈 | | | | 至奕、孙国翔、戴思崴、吴泽 | | | | 青 | | 5 | 长江证券 | 于博、宋筱筱、刘承昊、黄帅 | | 6 | 未到证券 | 张瑜、陆银波、文若愚、殷雯 | | | | 卿、高拓、付春生、李星宇、 | | | | 夏雪、袁玲 ...

Core Viewpoint - The passing of independent director Xie Zhiming is acknowledged by Lens Technology, which expresses condolences and gratitude for his contributions to the company [4][6]. Group 1: Company Announcement - Lens Technology announced the unfortunate passing of independent director Xie Zhiming due to illness, and the board expressed deep condolences and sympathy to his family [4]. - Following Xie Zhiming's death, the board's membership decreased from 7 to 6, remaining above the legal minimum but below the number stipulated in the company's articles of association [6]. - The company plans to promptly appoint a new independent director in accordance with relevant regulations and will ensure that the current independent directors temporarily fulfill the responsibilities until a new appointment is made [6]. Group 2: Company Operations and Financials - Lens Technology's main business includes the production and assembly of components such as glass, sapphire, ceramics, metals, plastics, touch modules, biometric systems, and acoustic products [6]. - The company has initiated a "de-Apple" strategy to reduce dependency on Apple, exploring new business opportunities, including humanoid robots, which have garnered significant interest from institutional investors [6][7]. - For the first three quarters of 2025, Lens Technology reported revenue of 53.663 billion yuan, a year-on-year increase of 16.08%, and a net profit of 2.843 billion yuan, up 19.91% [7].

同时，软银还与OpenAI签署了修订协议，承诺将追加投资225亿美元（约合人民币1602亿 元），将于12月通过愿景基金2完成全部投资。 彼时，软银首席财务官后藤芳光在财报说明会上表示： "由于对 OpenAI 的投资规模较 大，因此通过（出售股票）来筹集资金并加以运用"。 事实上，在软银清仓英伟达的当月，包括华尔街知名 "空头"迈克尔·伯里、硅谷"风投教 父"彼得・蒂尔、桥水基金等知名投资者和机构都在三季度对英伟达进行了减持或清仓。 | | Michael Burry's Holdings: Q3 2025 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | Company Name | | Primary Industry | Avg. price paid 2 0 | Share Count Chg. (%) 2 0 | No of shares held 3 0 | Market value I O | Portfolio % Change 2 0 | | | PLTR Put Palantir Technologies ...

文 | 《BUG》栏目 周文猛 近日，"航旅纵横大面积误发通知"引发广泛关注。 据多位网友反映，自己在 11 月 29 日 15:00 左右收到来自航旅纵横的航班取消提醒，但 在重新购票后才发现，实际航班并未取消，而是由于航旅纵横系统故障"推送了错误信 息"，导致自己"额外承担了票价差价及退票手续费"。 据《 BUG 》栏目不完全统计，此次收到"航班取消错误信息"的用户包括东方航空、海南航 空、厦门航空、北部湾航空等多家航司乘客，波及用户面较广。但事发后，航旅纵横方面并 未很快给出解决方案，且公司客服也以"提醒信息仅供参考"等为由，拒绝了部分用户提出 的"退款"要求。 据《 BUG 》栏目不完全统计，此次收到"航班取消错误信息"的用户包括东方航空、海南航 空、厦门航空等多家航司乘客，波及用户面较广。 继昨日表态"将根据用户实际损失提供专项补偿"后，航旅纵横今日在与《 BUG 》栏目沟通 中透露，此次误报发生时间为 11 月 29 日 15 点 10 分至 15 点 26 分，最新的专项补偿 包括"新购机票差价和退票手续费用"，公司将承担因错误提醒导致的此类用户损失。 目前相关系统问题已完成修复，但更多的"专项 ...

文 | 新浪财经北美站站长 康路 当华尔街开始重新定价美国未来的利率路径时，一个名字频繁出现在市场的推演之中：凯文 ·哈塞特（Kevin Hassett）。从学术派经济学者，到白宫经济顾问委员会主席，再到特朗 普第二任期的国家经济委员会（NEC）主任，他在过去十年里逐步从"温和的右倾经济学 者"成长为"特朗普最可信任的经济盟友"。 而当美联储面临数十年来最受关注的主席更替时，哈塞特的政治忠诚、政策理念与市场立 场，使他成为能够深刻重塑全球利率周期、美元方向与加密货币等风险资产的关键人物。 哈塞特在11月12日在华盛顿经济俱乐部演讲为关税等经济政策辩护 谜底预计将在圣诞节揭晓。 美国博彩网站Kalshi上，特朗普提名哈塞特为美联储主席的概率已飙升至80%，高于一周 前的40%。上周末，美国总统特朗普在空军一号上对媒体表示，已经决定了谁将接替美联 储主席杰罗姆·鲍威尔。"我知道我会选谁，是的。" 美国博彩网站显示，押注哈塞特被提名的概率大幅上升 特朗普的政治盟友 凯文·哈塞特在过去十年里完成了显著的身份转变。他最初被认为是一位温和的右倾经济学 者，专注研究税收、资本市场和长期增长。他曾在美联储任职，也曾在哥伦比亚 ...