俄乌最新。 根据俄罗斯法律门户网站11月1日发布的信息，俄罗斯联邦政府总理米舒斯京于10月30日签署决议，将乌克兰 总理斯维里登科、财政部长马尔琴科、经济部长索博列夫等十名官员列入制裁名单。 为执行俄罗斯联邦总统2018年10月22日第592号《关于因乌克兰对俄罗斯联邦公民及法人采取不友好行为而实 施特别经济措施》的总统令，俄罗斯联邦政府于2018年11月1日通过第1300号决议，将数百名乌克兰公民和机 构列入制裁名单。制裁措施包括冻结其在俄罗斯境内的资产、禁止进口其生产和销售的商品等。第1300号决议 中涉及的人员和机构名单在之后经过了多次补充。 俄黑海港口设施遭乌无人机袭击起火 据俄罗斯克拉斯诺达尔边疆区应急部门当地时间11月2日凌晨通报，重要石油枢纽城市图阿普谢的黑海港口设 施遭乌克兰无人机袭击受损并起火。 通报称，无人机残骸击中一条停泊在港口的油轮，导致油轮甲板受损并起火，不过船上人员均安全撤离。图阿 普谢港的输油终端建筑及基础设施也遭到破坏。 此外，图阿普谢火车站建筑的玻璃被震碎。受无人机残骸坠落影响，图阿普谢郊外一栋居民楼也受损，未造成 人员伤亡。 俄乌冲突爆发以来，俄军自2024年8月对该市周边 ...

时隔数年，九江银行再谋增资扩股！ 10月31日晚间，该行公告称，董事会通过议案，建议向合资格认购方发行不超过8.6亿股内资股及不超过1.75亿 股H股。本次内资股的发行对象可能包括该行主要股东。 目前，九江银行总股本约28.47亿股，假设此次增发顶格完成，该行总股本将扩大至38.82亿股，增加幅度超过 36%。 据了解，九江银行于2018年在港交所主板挂牌上市，2023年完成4.4亿股增资扩股。截至今年9月末，该行资产 规模超过5200亿元。 计划大规模增资 公告称，九江银行本次发行募集的资金在扣除相关发行费用后的净额将全部用于补充核心一级资本，旨在有效 补充全行核心一级资本，切实增强抵御风险的能力，优化股权结构。 其中，该行本次内资股发行的股份数量不超过8.6亿股，发行对象为包括主要股东认购方在内的不超过35名符 合资格的境内机构投资者。该行正与主要股东认购方商谈认购本次内资股发行的具体条款。 据了解，九江银行内资股主要股东共有5家，包括九江市财政局、北汽集团、兴业银行、方大炭素、佛山高明 金盾，分别实际控制该行15.78%、12.85%、10.34%、6.01%、3.37%股权。 资产规模超5000亿元 ...

十五运会火炬传递，机器人火炬手"夸父"亮相。 今天（11月2日）上午9点，第十五届全国运动会火炬传递启动仪式在深圳市莲花山公园举行。本届全运会火炬传递在香港、澳门、广州、深圳4个城市同步举行，共 设火炬手200棒，每个城市跑动50棒，每棒跑动50~100米。火炬传递活动结束后，将由4个城市代表将火种送回广州，下午在广东奥林匹克体育中心举行仪式，以衔 接十五运会开幕式场内火炬传递和主火炬点火。 机器人火炬手"夸父"亮相 在深圳，人形机器人"夸父"以"0号火炬手"的身份亮相，其作为特殊火炬手，手握1.6kg重量的火炬，完成第二棒与第三棒之间的传递；机器狗将全运会吉祥物交给 火炬手。 据悉，从接到任务到正式传递，研发团队仅用约一个月时间。为适应实际场地条件，团队进行多次实地测试，包括斜坡奔跑、持炬转向、与真人火炬手协同演练 等。据了解，"夸父"机器人此次并未为火炬传递进行特殊硬件改造，其本体形态与日常应用版本一致。这体现了人形机器人良好的泛化能力——同一机器人既可搬 运物品，也可适应火炬传递等动态任务。研发人员表示，人形机器人未来在工业搬运、展厅导览、家庭服务等场景，均有广泛应用空间。值得一提的是，据证监会 官网最 ...

Core Viewpoint - The company, Blue Science High-tech (601798), announced a change in its major asset restructuring plan, shifting to a cash acquisition of a 51% stake in China Air Separation held by China Pudong Development Bank, which aims to optimize its asset structure and support its transformation into an energy equipment solution provider [2][4]. Financial Performance - In the first three quarters of the year, the company achieved a revenue of 588.91 million yuan, representing a year-on-year increase of 18.02% [6][8]. - The net profit attributable to shareholders reached 33.31 million yuan [6][8]. - The operating cash flow net amount decreased by 33.67% compared to the previous period [8]. Business Overview - Blue Science High-tech primarily engages in the research, design, production, installation, and technical services of specialized equipment for the petroleum, petrochemical, and new energy sectors [5]. - Key products and services include heat exchangers, air coolers, crude oil separation equipment, and various separation technologies, serving industries such as petroleum, chemical, power, and pharmaceuticals [5].

Core Viewpoint - The article discusses the recent donation of 10,000 shares of Kweichow Moutai by entrepreneur Duan Yongping to Jiangxi Water Conservancy and Electric Power University, valued at 15 million yuan, emphasizing the importance of dividends over market value [1][2]. Group 1: Donation Details - On November 1, Duan Yongping donated 10,000 shares of Kweichow Moutai to establish an educational fund in the name of his parents, marking his continued support for the university after a previous donation in 2007 [2]. - The donation is valued at 15 million yuan, based on the current market price of Kweichow Moutai shares [2]. Group 2: Kweichow Moutai Financial Performance - Kweichow Moutai reported a revenue of 128.45 billion yuan for the first three quarters of 2024, reflecting a year-on-year growth of 6.36% [3][5]. - The total profit for the same period was 89.40 billion yuan, also showing a year-on-year increase of 6.37%, with a net profit attributable to shareholders of 64.63 billion yuan, up by 6.25% [3][5]. - Kweichow Moutai has implemented a total of 28 cash dividend distributions since its listing, with cumulative cash dividends exceeding 336.11 billion yuan [3].

Core Viewpoint - The article discusses the November stock picks from various brokerages, highlighting a positive market outlook and specific sectors that are favored for investment, including technology, energy resources, and materials [2][10]. Group 1: November Stock Picks - Brokerages' November stock picks are primarily concentrated in the electronics, power equipment, and non-ferrous metals sectors, with Tencent Holdings and Zijin Mining being highly recommended by multiple institutions [2][7]. - Tencent Holdings is recommended by four brokerages, with expectations of sustainable profit growth driven by AI and business structure optimization [7]. - Zijin Mining is favored due to its strong performance potential amid rising gold and copper prices, with several other companies in the non-ferrous metals sector also receiving recommendations [7][8]. Group 2: October Performance Review - In October, major A-share indices showed mixed results, with the Shanghai Composite Index and Northbound 50 Index rising by 1.85% and 3.54%, respectively, while the ChiNext Index fell by 1.56% [4]. - The best-performing stock in October was Guandun Quantum, which rose over 65%, followed closely by Rongxin Culture and Jiangbolong, both of which also saw significant gains [4]. Group 3: Market Outlook - Brokerages generally expect the market to maintain an upward trend in November, with a focus on technology and energy resources sectors [10][11]. - The "14th Five-Year Plan" is anticipated to provide clear investment directions, emphasizing technological self-reliance and modern industrial system construction [11]. - Key investment themes include TMT (Technology, Media, and Telecommunications), high-end manufacturing, energy resource security, and financial support for the real economy [11][12].

Core Viewpoint - Nexperia China asserts its capability to meet customer demands despite the unilateral supply suspension by Nexperia Netherlands, emphasizing the establishment of sufficient inventory and proactive contingency plans to ensure supply chain resilience [1][4][5]. Group 1: Company Response to Supply Suspension - Nexperia China has built adequate inventories of finished goods and work-in-progress, ensuring stable fulfillment of customer orders through year-end and beyond [4][5]. - The company has initiated multiple contingency plans and is accelerating the qualification of new wafer supply sources to maintain long-term supply resilience [5]. - Nexperia China strongly opposes the misleading claims made by Nexperia Netherlands regarding contract compliance and asserts that it will take all necessary legal actions to protect its interests [10]. Group 2: Management Accountability - The management team at Nexperia Netherlands is accused of severe dereliction of duty, prioritizing personal interests over the company's overall interests, which violates professional ethics and corporate governance [2]. - Nexperia Netherlands' unilateral suspension of supply is seen as a disregard for customer interests and a serious violation of contractual agreements, undermining customer trust [3][4]. Group 3: Business Operations and Stability - Nexperia China confirms that all business activities, production operations, and external collaborations are proceeding normally and are not affected by external unilateral decisions [9]. - The company emphasizes its commitment to product quality and fulfilling customer promises, regardless of the actions taken by Nexperia Netherlands [6].

Core Viewpoint - Wang Teng, former General Manager of Xiaomi's China Marketing Department, announced his departure from the mobile industry to explore new opportunities in the technology and health sectors starting in November [1]. Group 1: Wang Teng's Departure - On September 8, Xiaomi Group issued an internal email announcing Wang Teng's dismissal due to serious violations, including leaking confidential company information and conflicts of interest [2]. - Wang Teng publicly apologized on his Weibo account, expressing regret for his past mistakes and gratitude towards the company and its leadership [2]. - On September 9, Wang Teng clarified on Weibo that he did not steal company secrets or engage in illegal activities, but acknowledged his shortcomings and emphasized the importance of focusing on upcoming product launches [4]. Group 2: Transition and Future Plans - On October 17, Xiaomi's CMO announced the appointment of Wei Siqi as the new General Manager of the China Marketing Department during a company-wide meeting [6]. - Wang Teng engaged with the Redmi brand on social media, expressing support for the upcoming K90 Pro Max launch, indicating a continued interest in the industry despite his departure [6]. - In the comments section of a social media post, Wang Teng mentioned he is considering entrepreneurial projects and new challenges [8].

"股神"巴菲特旗下伯克希尔·哈撒韦（BRK_A.N）公司周六公布最新一份财报。这是该公司在巴菲特卸任CEO之前发布的最后一份财务报告。虽然公司业 绩表现平稳，但公司股价则持续跑输大盘。 财报数据亮眼 财报显示，伯克希尔公司第三季度的营收为949.72亿美元，同比增长2.13%；归属股东净利润为307.96亿美元，同比增长17%；三季度运营利润达134.9亿美元，同比 大增34%，远超去年同期的100.9亿美元。 在投资领域，截至9月30日，公司权益证券投资公允价值达2832.41 亿美元。持仓方面，前五大持股为美国运通、苹果、美国银行、可口可乐、雪佛龙，占权益证券 总公允价值的66%。此外，公司持有西方石油普通股、优先股及认股权证。 同时，公司宣布一项重大收购计划，拟以97亿美元现金收购西方石油旗下化工业务（Oxy Chem），预计2025年四季度完成交易。此次收购将进一步拓展公司在化工 领域的布局，丰富业务结构，为长期增长注入新动力。 伯克希尔股价跑输大盘 虽然伯克希尔公司业绩仍然表现平稳。但自从今年5月，巴菲特宣布辞任公司CEO以来，公司股价持续跑输大盘。数据显示，今年5月，公司股价创下812855美元的 ...

Core Viewpoint - The article highlights the significant growth in the sales of new energy vehicles (NEVs) in October 2025, showcasing various companies' performance and the overall market trends in the automotive industry, particularly focusing on the impact of government policies and technological advancements in the Robotaxi sector [3][4][6][7]. Group 1: New Energy Vehicle Sales - Xpeng Motors reported a record high delivery of 42,013 vehicles in October 2025, marking a 190% year-on-year increase with a total of 355,209 vehicles delivered from January to October [4]. - Li Auto delivered 31,767 vehicles in October 2025, while Xiaomi Motors also maintained a delivery volume exceeding 40,000 vehicles [4]. - Leap Motor achieved a total delivery of 70,289 vehicles in October, reflecting an over 84% year-on-year growth [4]. Group 2: Company Performance - Seres reported a revenue of 110.534 billion yuan and a net profit of 5.312 billion yuan for the first three quarters of 2025, with a year-on-year profit growth of 31.56% [6]. - The cumulative sales of Seres' new energy vehicles reached 304,629 units, with the AITO brand surpassing 800,000 total deliveries [6]. Group 3: Industry Trends and Challenges - The automotive industry faces challenges such as unilateralism, protectionism, and insufficient effective demand, which complicate the stability of the supply chain [7]. - The article emphasizes the need for strong and sustainable policies to stimulate car purchases and economic growth, including tax reductions and incentives for purchasing electric vehicles [7]. Group 4: Robotaxi Development - Yuanrong Qihang announced a partnership with the Wuxi government to establish a testing and R&D base for Robotaxi, aiming to launch consumer-grade mass-produced Robotaxi by the end of the year [7][8]. - The Robotaxi market in China is projected to grow at a compound annual growth rate of 140.7% from 2025 to 2030, indicating significant potential and commercial value [8].