Core Viewpoint - The company has established stable long-term partnerships with key clients in the lithium battery sector, benefiting from a significant recovery in market conditions and the rapid growth of the energy storage market, which is expected to continue driving industry prosperity [1][3]. Group 1: Industry Insights - The lithium battery sector has seen a notable recovery this year, with the company strengthening its competitive position by aligning with client product upgrades and equipment renewal needs [1][3]. - The energy storage market is experiencing rapid growth, and ongoing technological iterations in the industry are anticipated to sustain this positive trend [1][3]. Group 2: Product Development - The company has launched several ultrasonic devices for solid-state batteries, including ultrasonic ear welding and ultrasonic testing equipment, to expand the application of ultrasonic technology [1][4]. - In the power semiconductor field, the company offers a complete range of ultrasonic solutions, including ultrasonic terminal welding machines, ultrasonic PIN needle welding machines, ultrasonic bonders, and ultrasonic scanning microscopes, all of which have achieved mass production [1][3]. Group 3: Financial Performance - The gross margin for the company's new energy battery equipment was 48.43%, while the gross margin for ultrasonic equipment in wire harness connectors was 59.71%, and for semiconductor ultrasonic equipment, it was 56.65% [2][4]. - In the first three quarters of 2025, the overall gross margin improved to 65% due to a higher revenue share from products with better margins and enhanced operational management efficiency [2][4]. Group 4: Technological Advantages - The company's ultrasonic die-bonding machine utilizes ultrasonic energy to create strong metal bonds at lower preheating temperatures, reducing the risk of damage to heat-sensitive components and offering high efficiency and low energy consumption [2][5]. - The ultrasonic die-bonding technology is expected to have significant applications in various fields, including optical communications, 5G RF, filters, and MEMS [5].

Group 1: Employment Data and Market Reactions - The U.S. non-farm employment increased by 64,000 in November, exceeding the expected 50,000, but the unemployment rate rose to 4.6%, higher than the anticipated 4.5% [1] - Following the data release, the U.S. dollar index fell below 98, while spot gold saw a slight increase, indicating heightened market caution as year-end approaches [1] - Analysts are divided on the implications of the data, with some predicting that the Federal Reserve may implement two rate cuts in 2026 to support employment [2] Group 2: Copper Price Forecasts - Goldman Sachs raised its 2026 copper price forecast to $11,400 per ton, driven by expectations that U.S. copper tariffs will be delayed until 2027, leading to continued premium accumulation in the U.S. [3] - The report suggests a short-term bullish outlook for copper, but warns of potential risks due to crowded speculative positions and overly optimistic projections regarding AI data center demand [3] Group 3: Tesla's Autonomous Driving Developments - Tesla is conducting tests for autonomous taxis without safety drivers, which has led to a surge in its stock price, reaching an all-time high [4] - The company is expected to accelerate its autonomous driving initiatives, paving the way for the upcoming Cybercab model, with regulatory approvals for L3 autonomous vehicles being granted in China [4] - Analysts caution that Tesla's stock price may have already priced in significant future growth, suggesting a reduction in positions and hedging against potential downturns [5]

Core Insights - Swire Properties has announced the launch of "Qiantan Place," a joint development with Lujiazui Group, which includes two Grade A office buildings expected to be completed by the end of 2026 [1][2] Group 1: Project Overview - "Qiantan Place" consists of One Qiantan Place and Two Qiantan Place, forming part of the expanded Qiantan Taikoo Li mixed-use development [1] - The total construction area of the two office buildings is approximately 125,600 square meters, with One Qiantan Place offering 30 floors of premium office space and Two Qiantan Place providing 24 floors [2] Group 2: Strategic Importance - Shanghai is the largest city by area for Swire Properties' business in mainland China, with significant ongoing projects including the Qiantan Taikoo Li and Lujiazui Taikoo Yuan [1] - The Qiantan area has developed into a vibrant urban hub, attracting global investors and multinational corporations due to its comprehensive business environment [3] Group 3: Future Vision - The collaboration between Swire Properties and Lujiazui Group aims to create a landmark office space that meets the growing demand for high-quality office environments in Shanghai [3] - The project reflects a commitment to innovation, sustainability, and community engagement, aligning with the trends in the office market that prioritize employee well-being and operational efficiency [3]

Core Insights - Swire Properties and Lujiazui Group have jointly launched "Qiantan Plaza," which includes two super-grade A office buildings as part of the expansion of the Qiantan Taikoo Li integrated development project, with pre-leasing officially commenced [1][3] Group 1: Project Overview - Qiantan Plaza consists of two super-grade A office buildings, Qiantan Plaza One and Qiantan Plaza Two, located in the Qiantan International Business District of Shanghai [3] - The total construction area of the project is approximately 125,600 square meters, with one building having 30 floors and the other 24 floors, expected to be completed by the end of 2026 [3] - The project is designed by KPF and features outdoor terraces, rooftop greenery, and panoramic views of the Huangpu River, focusing on employee well-being and office efficiency [3] Group 2: Connectivity and Sustainability - The project boasts convenient transportation links, adjacent to major roads and connecting to metro lines 6, 8, and 11, with the 19th line expected to enhance connectivity by 2028 [3] - Qiantan Plaza emphasizes sustainable development, having received dual platinum pre-certifications from LEED and WELL, and includes green technologies such as a dedicated energy center, air quality monitoring systems, and rooftop solar panels [3] Group 3: Strategic Importance - The collaboration continues the successful experience of the Qiantan Taikoo Li, which has become a benchmark since its opening in 2021, with the expansion project set to double the retail area to 267,000 square meters [3] - As a core project for Swire Properties in Shanghai, Qiantan Plaza aims to leverage the mature business environment of Qiantan to attract global enterprises and talent, injecting new vitality into Shanghai's urban business landscape [3]

Group 1 - The core focus of the news is the collaboration between Swire Properties and Lujiazui Group to develop two super Grade A office buildings, "Qiantan Plaza One" and "Qiantan Plaza Two," as part of the expanded Qiantan Taikoo Li integrated development project in Shanghai [1] - The total construction area of the two office buildings is approximately 125,600 square meters, with Qiantan Plaza One offering 30 floors of office space and Qiantan Plaza Two providing 24 floors [1] - The expansion project of Qiantan Taikoo Li covers a total area of 63,800 square meters, with a planned above-ground and underground total construction area of about 381,000 square meters, including a retail area that has increased to 267,000 square meters, effectively doubling the existing retail space [1] Group 2 - The two office buildings will be seamlessly connected to the expanded retail podium and the existing Qiantan Taikoo Li shopping mall through underground passages and sky bridges, allowing users to reach Qiantan Taikoo Li within a five-minute walk [2]

Core Insights - Swire Properties announced the launch of "Qiantan Plaza," a joint development with Lujiazui Group, which includes two Grade A office buildings as part of the expanded Qiantan Taikoo Li project [1] - The project is expected to be completed by the end of 2026 and has already commenced pre-leasing [1] Group 1: Project Details - The total construction area of the two office buildings is approximately 125,600 square meters, with one building offering 30 floors of premium office space and the other providing 24 floors [1] - The project boasts significant transportation advantages, being adjacent to major urban thoroughfares and directly connected to the subway lines 6, 8, and 11 via the Oriental Sports Center Station [1] - The opening of subway line 19 in 2028 will further enhance accessibility, allowing for a four-line interchange at the Oriental Sports Center Station, improving travel efficiency to Shanghai Hongqiao and Pudong International Airports [1] Group 2: Residential Segment - As of September 30 this year, approximately 97% of the saleable area in the residential segment of the Qiantan Taikoo Li expansion project has been pre-sold [2]

■ 上海陆家嘴金融贸易区开发股份有限公司 第十届董事会2025年第五次临时 会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 上海陆家嘴金融贸易区开发股份有限公司（以下简称"公司"）第十届董事会2025年第五次临时会议于 2025年12月10日在上海市浦东新区龙阳路2277号（近芳甸路）永达国际大厦二楼1号会议室以现场方式 召开，会议应当参会董事10人，实际参会董事9人，董事王韫委托董事邓佳悦发表意见并签署文件。会 议由董事长徐而进主持，会议符合《公司法》和公司章程的有关规定，所作决议合法有效。会议形成如 下决议： 一、审议通过《关于选举公司第十届董事会副董事长的议案》 经董事会审议，选举杜少雄先生担任公司第十届董事会副董事长，任期与第十届董事会任期一致。 本项议案表决情况：10票同意、0票反对、0票弃权。 二、审议通过《关于调整公司第十届董事会专门委员会委员的议案》 经董事会审议，同意调整公司第十届董事会各专门委员会委员，调整后人员组成情况如下： 主任委员：何万篷 委员：徐而进、杨国兴、王忠、王琳琳 3、提名委员 ...

Core Viewpoint - Swire Properties has announced the launch of "Qiantan Plaza," a project developed in collaboration with Lujiazui Group, consisting of two super Grade A office buildings, which are part of the expanded Qiantan Taikoo Li mixed-use development [2] Group 1: Project Details - "Qiantan Plaza" includes two office buildings: Qiantan Plaza One with 30 floors and Qiantan Plaza Two with 24 floors, totaling approximately 125,600 square meters of building area [2] - The project is expected to be completed by the end of 2026 and has officially commenced pre-leasing [2] Group 2: Market Context - The Pudong New Area is highlighted as a core business hub, leveraging its strategic position within the China (Shanghai) Pilot Free Trade Zone, showcasing significant growth potential [2] - The Qiantan area is noted for its comprehensive business environment, attracting global investors, large domestic and multinational companies, and top talent [2] Group 3: Company Commitment - Swire Properties emphasizes its commitment to creating future office spaces that integrate innovation, sustainability, and a sense of community belonging [2] - The collaboration with Lujiazui Group aims to establish Qiantan Plaza as a landmark office space that meets the demand for high-quality office environments, focusing on employee well-being and office efficiency [2]

每经头条（nbdtoutiao）——白金信用卡权益大缩水：贵宾厅限次、酒店减量⋯⋯银行吐槽没赚头，"羊 毛党"薅了个寂寞 （记者 王瀚黎） 2024年1至12月份，陆家嘴的营业收入构成为：房产销售占比48.24%，房地产租赁占比22.19%，物业管 理占比14.88%，金融业收入占比9.14%，酒店业占比3.64%。 截至发稿，陆家嘴市值为411亿元。 每经AI快讯，陆家嘴（SH 600663，收盘价：8.16元）12月10日晚间发布公告称，公司第十届2025年第 五次董事会临时会议于2025年12月10日在上海市浦东新区龙阳路2277号（近芳甸路）永达国际大厦二楼 1号会议室以现场方式召开。会议审议了《关于调整公司第十届董事会专门委员会委员的议案》等文 件。 ...

（2025 年 12 月修订） 第一条 宗旨 上海陆家嘴金融贸易区开发股份有限公司 董事会议事规则 董事会下设董事会秘书。董事会秘书可以指定证券事务代表等有 关人员协助其处理日常事务。 第三条 董事会会议 董事会会议分为定期会议和临时会议。 董事会每年应当至少在上下两个半年度各召开一次定期会议。 为了进一步规范上海陆家嘴金融贸易区开发股份有限公司（以下 简称"公司"）董事会的议事方式和决策程序，促使董事和董事会有 效地履行其职责，提高董事会规范运作和科学决策水平，根据《中华 人民共和国公司法》《中华人民共和国证券法》《上市公司治理准则》 《上海证券交易所股票上市规则》《上海证券交易所上市公司自律监 管指引第 1 号——规范运作》和《上海陆家嘴金融贸易区开发股份有 限公司章程》（以下简称"《公司章程》"）等有关规定，制订本规 则。 第二条 董事会机构 董事会决定公司重大问题时，应当由公司党委会先行研究讨论或 作出决策。董事会中的党员成员要按照党委会的决定或意见发表意 1 见，行使表决权，落实党委的决定。 第四条 定期会议的提案 在发出召开董事会定期会议的通知前，董事会秘书应当充分征求 各董事的意见，初步形成会议 ...