近几年来，大湾区上市公司持续展现出勃勃的发展生机，科技创新层出不穷、新兴赛道持续拓宽、出海踏浪闪耀全球.……为区域乃至全国的高质量发展交出了一份 亮眼的答卷。 世界知识产权组织（WIPO）今年9月发布的"世界百强创新集群"排行榜中，深圳—香港—广州创新集群首次超越日本东京—横滨集群，跃居榜首。这一"桂冠"背 后，体现出大湾区上市公司在科技创新研发上的持续加码。 粤港澳大湾区，是我国开放程度最高、经济活力最强的区域之一，以不到全国0.6%的国土面积，创造了全国约1/9的经济总量。大湾区也是国内上市公司 密度最高的区域之一，Wind数据显示，大湾区内地九市合计拥有813家A股上市公司。 科创攻坚：强研发塑造核心竞争力 今年11月6日，来自广州自动驾驶"双子星"文远知行、小马智行同时登陆港交所。其中，文远知行热衷于全球化拓展，业务覆盖全球11个国家的30余个城市，是全球 唯一同时拥有中国、美国、阿联酋等7国自动驾驶牌照的科技企业。小马智行则侧重于技术迭代和本土化运营，是唯一在北上广深同时开展全无人Robotaxi收费运营 的企业，车队规模计划年底扩容至1000台。 香港中文大学（深圳）公共政策学院院长、广州粤港澳大 ...

Group 1 - The U.S. Department of Commerce announced a one-year suspension of the export control penetration rules, allowing companies on the U.S. export control "entity list" to avoid additional sanctions for their subsidiaries with over 50% ownership during this period [2] - The People's Bank of China emphasized the need for a balanced approach in monetary policy, focusing on steady growth, risk prevention, and supporting the real economy while maintaining the health of the banking system [3] - The National Development and Reform Commission highlighted the importance of integrating innovation and industry, particularly in the context of the 14th Five-Year Plan, to enhance the role of pilot testing in the innovation chain [3] Group 2 - The Ministry of Industry and Information Technology announced plans to systematically build pilot testing platforms in key industries such as AI, quantum technology, and clean energy, focusing on demand-driven strategies [4] - The Ministry of Commerce is set to implement detailed measures to boost consumption, expand open policies, and promote trade innovation, aligning with the spirit of the 20th National Congress [5] - The Financial Regulatory Bureau stressed the importance of centralized leadership in financial work, aiming to prevent risks and promote high-quality development in the financial sector [6] Group 3 - The China Association of Automobile Manufacturers reported that from January to October, the production and sales of new energy vehicles reached 13.015 million and 12.947 million units, respectively, with a year-on-year growth of 33.1% and 32.7% [7] - In October, the monthly sales of new energy vehicles exceeded 50% of total vehicle sales for the first time, reaching 51.6% [7] - The export of new energy vehicles from January to October was 2.014 million units, marking a significant year-on-year increase of 90.4% [7] Group 4 - The China Securities Index Company announced the launch of the China Securities New Exchange Asia Select 100 Index and the Asia Select 100 Dividend Focus Index, aimed at providing benchmarks for investors in major Asian markets [8] - Companies like Anker Innovations plan to issue H-shares and list on the Hong Kong Stock Exchange, indicating a trend of companies seeking to expand their market presence [12] - The stock of Huayuan Communication is suspended due to a planned change in control, reflecting ongoing corporate restructuring activities [13]

1.四被告立即停止侵权并删除"柴怼怼"账号涉诉视频； 11月11日，胖东来发布对相关侵权行为的处理结果。其中，柴怼怼案的诉讼结果为： | 序号 | 案由 | 侵权主体 | 案情简介 | 诉讼结果 | | --- | --- | --- | --- | --- | | | | | | 1.四被告立即停止侵权 | | | | | 被告柴某某使用温某某实名注 | 并删除"柴怼怼"账号 | | | | | 册的"柴怼怼"抖音账号,自2025 | 涉诉视频: | | | | | 年3月起持续发布针对胖东来、于东 | 2.柴某某在 10 日内通 | | | | | 来先生的侵权内容,具体行为包括: | 过"柴怼怼"账号置顶 | | | | | 编造胖东来玉石 成本几百块钱的东 | 发布经法院核准的道款 | | | | 柴某某 | 西卖几千、几万,利润有几十甚至上 | 声明: | | | 商业证般 | 温某某 | 百倍"等无事实依据的虚假信息;使 | 3.柴某某、温州 XX 公 | | | | 温州 XX | | | | | 及名誉权 | 公司 | 用侮辱性语言攻击于东来先生个人: | 司、武汉 XX 公司共同 | | | ...

债市"科技板"落地满半年后，首单兼具股债属性的科创可转债近日获批。 11月7日，新三板挂牌企业钢研功能公告称，公司于2025年11月5日收到上交所印发的《非公开发行科技创新可转换公司债券挂牌转让无异议的函》，公司获批面向 专业投资者非公开发行总额不超过3亿元的科技创新可转换公司债券（以下简称"科创可转债"），期限不超过6年，由国信证券承销。 受访人士认为，首单科创可转债发行获批，标志着我国债券市场"科技板"在股债联动创新领域迈出关键一步，不仅为科创债市场注入了新活力，丰富了投资者的选 择，更将推动风险分担机制的普及与优化，助力科技型企业跨越融资"死亡之谷"。 无独有偶，深圳市智胜新电子科技股份有限公司的科创可转债发行申请也已获上交所受理，公司计划发行相应债券6000万元，平安证券担任该笔科创可转债的承销 券商。 实际上，早在今年5月科技创新债券落地之初，上交所发布的《关于进一步支持发行科技创新债券服务新质生产力的通知》中就明确提出，鼓励发行人设置可转换 为股权等创新条款。 科创可转债是指在科创债基础上设置可转换成公司股份条款的创新债券品种，其股债兼具的特征既可降低发行人融资成本，也为投资者提供可进可退的投资渠 ...

Group 1 - The core viewpoint of the article highlights that the stagnation of e-commerce penetration rate does not indicate a decline in consumption but rather reflects a significant transformation in China's consumption structure from goods to services [1][2] - E-commerce penetration rate reached a peak of 27.6% in 2023 but is projected to decline to 26.8% in 2024, with the current rate around 25% [1] - The increase in service consumption, particularly in education, culture, and entertainment, shows a growth of 10.3% in per capita spending, outpacing the growth in physical goods [1][2] Group 2 - The rise of experiential and personalized service consumption indicates a shift in consumer spending patterns, leading to a ceiling for e-commerce penetration [2] - Major e-commerce platforms are integrating online and offline consumption experiences through "instant retail" to adapt to the rapid rise of service consumption [2] - Online service consumption grew by 20.2% and instant e-commerce sales increased by 24.3% in the first nine months of the year, highlighting the shift towards digital and service-oriented retail [2] Group 3 - The growth and competitiveness of both e-commerce and offline malls depend on accurately understanding consumer experiences and trust [3]

Core Viewpoint - The overall performance of Chinese concept stocks is relatively flat, with the Nasdaq Golden Dragon China Index down by 0.06%. However, XPeng Motors' stock has surged over 20% in the last two trading days, indicating strong investor interest in the company [1][9]. Group 1: US Stock Market Performance - The three major US stock indices closed mixed, with the Dow Jones Industrial Average rising by 1.18% to a record closing high of 47,927.96 points, while the S&P 500 increased by 0.21% to 6,846.61 points, and the Nasdaq index fell by 0.25% to 23,468.3 points [2][3][8]. - Major technology stocks showed mixed results, with Apple rising over 2%, while Nvidia fell nearly 3% and Tesla dropped over 1% [4]. Group 2: Energy and Pharmaceutical Stocks - Energy stocks collectively rose, with ConocoPhillips up nearly 3% and ExxonMobil increasing by over 1% [5]. - Novo Nordisk's stock surged nearly 7% following positive Phase II clinical trial results for its experimental drug Coramitug, which aims to treat amyloidosis [5][6]. Group 3: Chinese Concept Stocks - XPeng Motors' stock rose nearly 8%, driven by excitement over its new humanoid robot, IRON, which has garnered significant attention from users and investors [9][10]. - Other Chinese stocks like Qihoo 360 and Yum China saw gains of nearly 3%, while companies like JinkoSolar and Alibaba experienced declines of over 3% [10]. Group 4: Precious Metals - International gold and silver prices saw an increase, with COMEX gold futures slightly up and silver futures rising by over 1% [11][12][13]. - The passing of a funding bill in the US Senate is expected to boost economic data releases and may lead to renewed expectations for interest rate cuts, which typically support precious metal prices [13].

Group 1 - The core point of the article is that Midea Group (000333) announced a cash dividend distribution plan for the first half of 2025, where it will distribute 5 yuan (including tax) for every 10 shares to all shareholders, totaling 3.448 billion yuan [1] - The record date for the dividend distribution is set for November 17, 2025, with the ex-dividend date and cash dividend payment date on November 18, 2025 [1]

科技股承压。 当地时间11月11日，美股开盘涨跌不一，道指小幅上涨，纳指、标普500指数走低。截至发稿，道指涨 0.18%，标普500指数跌0.22%，纳指跌0.52%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | DJI | 道琼斯工业平均 | 47455.87 | 87.24 | 0.18% | | IXIC | 纳斯达克指数 | 23403.75 | -123.42 | -0.52% | | SPX | 标普500 | 6817.34 | -15.09 | -0.22% | 其他消息面上，当地时间11日，美国总统特朗普发文警告称，若美国最高法院对其实施大规模关税的合法性作 出不利裁决，将致"毁灭性打击"。 科技股承压 科技股普遍承压，科技七巨头中，苹果涨超1%，亚马逊微涨，其余个股均下跌。 据美国媒体报道，辩论中，大多数最高法院大法官对美政府依靠宣布"国家紧急状态"来征收全面关税政策持怀 疑态度。部分保守派大法官质疑《国际紧急经济权力法》是否应该赋予总统加征关税的权限，此举或将给全球 经济带来数万亿美元的损失。 英伟达跌超3 ...

美"福特"号航母进入加勒比海地区。 当地时间11日，美军"福特"号航母打击群已进入美军南方司令部的责任区，即加勒比海地区。 10月24日，美国国防部发布声明表示，为执行总统特朗普关于"瓦解跨国犯罪组织和打击毒品恐怖主义以保卫 本土"的指示，国防部长赫格塞思命令"福特"号航母打击群及其舰载机联队前往美军南方司令部责任区。 "福特"号2017年服役，舰载官兵超过5000人。"福特"号配有导弹库，可舰载超过75架军机。 近一段时间以来，美国总统特朗普多次威胁对委内瑞拉发动地面打击，并授权美国中央情报局在委内瑞拉开展 秘密行动。五角大楼在加勒比海地区的军事部署已达到30多年来最大规模。 当地时间6日，两架美军B-52轰炸机再次接近委内瑞拉海岸。据悉，美国空军的两架B-52H战略轰炸机在迈克 蒂亚飞行情报区 （FIR）内进行了一次飞行，距离委内瑞拉海岸仅70公里。 11月6日，美国参议院投票否决了一项动议案，该动议案旨在禁止美国总统特朗普不经国会授权就对委内瑞拉 发动军事行动。 责编：万健祎 校对： 彭其华 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律 ...

11月初，财政部、国家税务总局发布《关于黄金有关税收政策的公告》（以下简称《政策》），明确黄金 有关税收政策。《政策》落地后，黄金市场迅速发生连锁反应。 近日，证券时报记者再次走访深圳水贝黄金珠宝市场，在经历了短暂的"定价混乱"之后，水贝市场的金饰定价 也逐渐清晰，均在国内金价基础之上进行了上浮。与此同时，企业也在积极研究和观察，适应新的市场变化。 梳理成本逻辑 "11月11日，这边的金饰价格是每克1099元。"在深圳水贝金展珠宝广场，从事黄金饰品生意的陈经理告诉记 者，"以前，水贝市场显示的金价与国内金价的大盘价统一，商家之间的价格也非常透明，现在显示的1099元 价格已经包含了税费，当天国内金价的大盘价在每克966元左右。" 经过短暂的调整，水贝市场似乎逐渐梳理出自己的成本逻辑。记者走访发现，水贝市场各大交易中心的报价基 本相同，特力珠宝大厦、水贝壹号等交易中心商户的报价在每克1098元和1097元左右。 "上周，水贝市场的报价有点混乱，有些商家的克价加了六七十元，有些商家就加了40元左右。大家都不知道 该怎么定价，只能看别人加自己也加。"在走访中，多位商家对记者表示，"现在的报价逐渐清晰，但我们也还 在 ...