（原标题：广西"浦北陈皮"文旅宣传周启动，锚定百亿产业新坐标） 南方财经记者张梦琦 实习生黄舒镱 广西报道 初冬的浦北，陈皮飘香。11月28日，广西钦州市浦北县迎来"2025年浦北陈皮文化旅游宣传周启动仪式 暨第二届浦北陈皮产业高质量发展交流会"。这场以"浦北陈皮·陈香世界"为主题的产业盛会，由中共浦 北县委员会、浦北县人民政府主办。活动期间同步举办浦北陈皮产业高质量发展暨食品产业"十五五"规 划专家咨询座谈会及浦北陈皮·陈香世界——2025年浦北陈皮文化旅游宣传周招商引资推介会。 院士专家，中国食品科学技术学会，重点关联行业协会，科研院校代表，陈皮产业企业代表，采购商代 表以及自治区、钦州市、浦北县有关部门领导等400余名嘉宾齐聚广西浦北，共同探讨浦北陈皮产业的 发展路径。 早在一个月前，浦北已在北京举行宣传周发布会，提前预热并签约多项合作；紧接着在本月初，作为广 西唯一亮相上海第八届中国国际进口博览会的特色农产品，浦北陈皮成功站上世界级舞台，荣获"2025 中国非遗·进博好物"称号，为此次主场活动拉开精彩序幕。 从北京、上海，到浦北，从发布会、进博会到主场盛会，这不仅是一场成果展示，更是一次汇聚了政、 产 ...

Core Viewpoint - Foreign institutions are showing a significant shift in attitude towards Chinese technology stocks, with major investment banks like UBS, Goldman Sachs, Morgan Stanley, and JPMorgan expressing bullish views on the sector [1][3][4]. Group 1: Market Outlook - UBS has set a target for the Hang Seng Tech Index at 7100 points for the end of 2026, representing a nearly 27% increase from the closing price of 5599 points on November 28 [3]. - Morgan Stanley has raised its target for the CSI 300 Index to 4840 points by December 2026, indicating a stable growth outlook for Chinese stocks amid moderate earnings growth [4]. - JPMorgan has upgraded its rating on Chinese stocks to "overweight," suggesting a higher likelihood of significant gains in the coming year, particularly driven by AI adoption and consumption stimulus [4]. Group 2: Foreign Capital Inflow - In the first ten months of 2025, foreign capital inflow into the Chinese stock market reached $50.6 billion, significantly surpassing the $11.4 billion for the entire year of 2024, marking an increase of over three times [5]. - The technology sector has become a focal point for foreign investment, with foreign holdings in the electronics sector increasing, reaching a market value of 391.5 billion yuan by September 30, 2025 [5]. - Notable increases in foreign investment have also been observed in the new energy sector, with holdings in CATL rising to 265.66 billion yuan, an increase of over 100 billion yuan from the previous quarter [5]. Group 3: Investment Strategies - Foreign investors are focusing on structural allocations in the technology sector, particularly in semiconductors, AI applications, and communication equipment [5][6]. - The trend of foreign limited partners (LPs) returning to the Chinese primary market is evident, with significant investments being made in the hard technology sector, especially in AI [6][7]. - AI has emerged as a core investment focus, with various funds targeting early-stage AI projects and related sectors, indicating a long-term strategic shift rather than short-term speculation [7][8]. Group 4: Future Expectations - Experts believe that the trend of increasing foreign allocation to Chinese technology stocks is likely to continue, driven by ongoing economic recovery and innovation momentum in China [8]. - The focus on AI applications, semiconductors, and electronic components is expected to attract further foreign investment, as China develops its autonomous computing ecosystem [8].

证券之星消息，2025年11月28日新坐标（603040）发布公告称公司于2025年11月17日接受机构调研，民生 证券、金元顺安基金、东北证券、赛富基金、杭州七禾聚资产、瑞银基金、财通证券、上海喜世润投资、 信诚基金、国泰基金、华泰自营、申万菱信基金、磐泽资产、国金基金、利位投资、东吴证券、上海国际 信托、华福证券参与。 答：公司一直根深于金属塑性加工中的冷精密成形板块，包含冷锻、冷冲、冷轧、冷拉、滚压和滚轧等多 种加工工艺。冷精密成形是金属零件制造的重要方法，成形精度、综合机械性能与材料利用率高，部分甚 至完全省却了切削加工。除了汽车工业，冷精密成形技术在航空航天、重型机械制造、机器人等领域也得 到越来越多的应用。公司已拓展冷成形技术在汽车精密电磁阀、电驱动传动系统、动力电池系统壳体、滚 珠丝杠、行星滚柱丝杠等精密冷成形件的多领域延伸运用。 问：2．公司今年利润率水平升的原因？ 答：第一，公司积极拓展国内外市场；第二，坚持苦练内功，通过持续优化内部管理体系，深入推进精益 生产管理，加速数字化转型等多种方式持续优化成本结构；第三，海外子公司盈利能力持续提升。感谢您 的关注！ 问：3．公司今年业绩增长的原因？ ...

Core Points - The article emphasizes the significant achievements in China's healthcare system from 2015 to 2025, highlighting the establishment of the largest medical service system, basic medical insurance system, and disease prevention system globally [3][5][7] - It underscores the importance of health in the context of modernization, as articulated by President Xi Jinping, positioning health as a priority for national development [3][7] - The article outlines various health indicators, such as a decrease in infant mortality rates and maternal mortality rates, showcasing China's progress in healthcare [10][16] Group 1: Health Achievements - By 2024, the infant mortality rate dropped to 4.0‰, and the maternal mortality rate reached 14.3 per 100,000, marking historical lows [10] - Over 90% of residents can access the nearest healthcare facility within 15 minutes, reflecting the accessibility of healthcare services [3] - The introduction of the HPV vaccine into the national immunization program is expected to benefit over 10 million girls annually, providing a strong defense against cervical cancer [5][7] Group 2: Policy and Strategy - The "14th Five-Year Plan" emphasizes accelerating the construction of a healthy China, mobilizing societal efforts to safeguard public health [4] - The "Healthy China 2030" initiative outlines long-term strategic planning for health, aiming to enhance public health services and increase financial support for healthcare [7][8] - The government is transitioning from a disease-centered approach to a health-centered approach, focusing on prevention and early treatment [7][10] Group 3: Healthcare System Development - By the end of 2024, there will be 1.09 million medical and health institutions nationwide, with significant investments in regional medical centers and mobile medical teams [16] - The implementation of cross-province medical insurance direct settlement services has benefited over 500 million people, reducing out-of-pocket expenses by over 550 billion [16][18] - The healthcare reform has led to a significant reduction in drug prices, with some medical supplies seeing price drops of over 50% [18] Group 4: Community and Preventive Health - The focus on integrating health into all policies aims to enhance community health services and preventive care [10][11] - Initiatives like the "Chronic Obstructive Pulmonary Disease (COPD) Prevention and Management Guidelines" aim to improve early detection and treatment of chronic diseases [10][11] - The promotion of traditional medicine and the establishment of community health monitoring systems are part of the broader strategy to enhance public health [27][29]

11月26日，新坐标涨5.06%，截至发稿，报77.48元/股，成交1.19亿元，换手率1.16%，总市值105.75亿 元。 截至发稿，张璐累计任职时间6年119天，现任基金资产总规模229.21亿元，任职期间最佳基金回报 107.04%， 任职期间最差基金回报-60.31%。 从基金十大重仓股角度 数据显示，永赢基金旗下1只基金重仓新坐标。永赢先进制造智选混合发起A（018124）三季度持有股 数668.77万股，占基金净值比例为2.78%，位居第十大重仓股。根据测算，今日浮盈赚取约2494.51万 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，杭州新坐标科技股份有限公司位于浙江省杭州市余杭区仓前街道龙潭路18号1-5幢，成立日 期2002年7月31日，上市日期2017年2月9日，公司主营业务涉及精密冷锻件的研发、生产和销售。主营 业务收入构成为：气门传动组精密冷锻件76.09%，气门组精密冷锻件11.19%，其他8.66%，冷锻 ...

Core Insights - The 2025 Guangzhou Auto Show showcased FAW Audi's significant models, including the A5L Qiankun Intelligent Driving Edition and A6L e-tron, highlighting a dual focus on fuel and electric vehicles as part of the luxury car market's intelligent transformation [1][3] - FAW Audi is the first luxury brand globally to adopt Huawei's Qiankun Intelligent Driving technology on a large scale, indicating a new model of technical cooperation between China and Germany that addresses local demands for intelligent experiences [1][3] - The A5L Qiankun Intelligent Driving Edition, priced at 286,800 yuan, aims to redefine perceptions of the intelligence gap in luxury fuel vehicles [1] Technical Aspects - The collaboration between Huawei's Qiankun Intelligent Driving and Audi's new Vehicle Motion Management (VMM) module achieves millisecond-level responses in perception, decision-making, and execution, seamlessly integrating driving quality with intelligent assistance [3] - The A6L e-tron, as the first sedan on the PPE luxury electric platform, sets a new benchmark in the C-class intelligent electric market with a focus on "technology + luxury" [3] Design and Performance - The vehicle dimensions of 5073mm in length and a 3076mm wheelbase provide a balance of executive presence and comfort, while a drag coefficient of 0.22 achieves an optimal balance between aesthetics and aerodynamics [5] - The interior features a "digital stage" composed of multiple screens and electronic side mirrors, along with AR-HUD for an immersive digital interaction experience; the 107kWh battery offers a CLTC range of 785km and can recharge 302km in just 10 minutes [5] - The integration of Huawei's Qiankun Intelligent Driving technology ensures leading performance in intelligent driving, achieving breakthroughs in luxury comfort, extended range, and intelligent safety [5] - Upcoming models, including the new Q5L and A6L, set to launch in early 2026, will continue to enhance the "oil-electric hybrid intelligent" experience [5]

Core Insights - Guangdong has achieved a significant economic milestone by becoming the first province in China to surpass a GDP of 14 trillion yuan, reaching 141,633.81 billion yuan in 2024, marking a 3.5% increase from the previous year [4][6][14] - This achievement underscores Guangdong's status as China's leading economic province, contributing over 10.5% to the national economy, and reflects the resilience and growth of its industrial system [4][6][9] Economic Performance - Guangdong's GDP growth of 3.5% in 2024 positions it as a critical player in China's macroeconomic landscape, maintaining its top position for 36 consecutive years [4][6] - The province's economic contribution is significant, with a population of over 127 million providing a robust domestic market and human resource advantage [6][12] Global Standing - In a global context, Guangdong's economy surpasses that of countries like Australia, South Korea, and Spain, indicating its competitive stature on the world stage [9][11] - When compared to U.S. states, Guangdong ranks closely with California, Texas, and New York, highlighting its emergence as a formidable economic entity [9][11] Industrial Strength - Guangdong's economic foundation is built on its manufacturing prowess, with industrial revenue reaching 19.41 trillion yuan in 2024, the highest in the country [12][13] - The province hosts nine trillion-yuan industrial clusters and 77,000 high-tech enterprises, driving innovation and structural upgrades in various sectors [12][13] Future Outlook - The province is poised for continued growth, with predictions indicating a potential GDP increase of around 5% by 2025, aiming to surpass 15 trillion yuan [14] - Emerging industries such as artificial intelligence, digital economy, and advanced manufacturing are expected to play a crucial role in Guangdong's economic transformation towards higher quality development [12][14]

分组1 - 莱绅通灵 announced a cash dividend of 0.10 yuan per share (tax included), with the record date on November 24, 2025, and the ex-dividend date on November 25, 2025 [1] - 卫信康 declared a cash dividend of 0.147 yuan per share (tax included), with the record date on November 25, 2025, and the ex-dividend date on November 26, 2025 [1] - 宏辉果蔬 issued a cash dividend of 0.005 yuan per share (tax included), with the record date on November 24, 2025, and the ex-dividend date on November 25, 2025 [1] 分组2 - 杭叉集团 reported a cash dividend of 0.2 yuan per share (tax included), with the record date on November 25, 2025, and the ex-dividend date on November 26, 2025 [2] - 新坐标 announced a cash dividend of 0.25 yuan per share (tax included), with the record date on November 25, 2025, and the ex-dividend date on November 26, 2025 [2] - 厦门象屿 declared a cash dividend of 0.1 yuan per share (tax included), with the record date on November 24, 2025, and the ex-dividend date on November 25, 2025 [2] 分组3 - 鼎泰高科 announced a cash dividend of 4.0 yuan for every 10 shares (tax included), with the record date on November 24, 2025, and the ex-dividend date on November 25, 2025 [3] - 宝莱特 declared a cash dividend of 0.494386 yuan for every 10 shares (tax included), with the record date on November 25, 2025, and the ex-dividend date on November 26, 2025 [3] - 华明装备 issued a cash dividend of 0.1999450 yuan per share (tax included), with the record date on November 24, 2025, and the ex-dividend date on November 25, 2025 [3] 分组4 - 金岭矿业 announced a cash dividend of 0.50 yuan for every 10 shares (tax included), with the record date on November 26, 2025, and the ex-dividend date on November 27, 2025 [4]

Core Insights - Shanghai has successfully completed the renovation of over 10,000 households lacking sanitary facilities, marking the end of a long-term urban improvement initiative that has lasted over 30 years [1][7] - The renovation projects have focused on enhancing living conditions by providing independent bathrooms and kitchens, significantly improving the quality of life for residents [1][5] Group 1: Urban Renovation Achievements - The completion of the renovation in Xuhui District's Caoxi San Village involved the demolition and reconstruction of two buildings, achieving 100% resident agreement [1][3] - The initiative has transformed shared living conditions, such as communal kitchens and bathrooms, into private facilities, reflecting a significant shift in urban living standards [3][5] Group 2: Challenges and Solutions - Urban renovation in densely populated areas faces challenges such as limited space and the need to balance historical preservation with modern living improvements [5][6] - Innovative approaches like "household relocation and protective repairs" have been employed to address these challenges, allowing for effective upgrades in tight urban environments [5][6] Group 3: Community Engagement - The renovation process has involved extensive community engagement, with local officials working closely with residents to address their specific needs and concerns [6][7] - Feedback from residents has been integral to the renovation process, leading to tailored solutions that enhance safety and accessibility, such as the installation of safety handrails and optimized bathroom layouts [6][7] Group 4: Broader Urban Development - The ongoing urban renewal efforts have resulted in over 9,000 elevators added to existing multi-story residential buildings and the revitalization of over 40 million square meters of old neighborhoods [7] - The development of a "15-minute community living circle" has improved access to essential services like elderly care and childcare, enhancing overall community well-being [7]

Core Points - The company announced a cash dividend of 0.25 yuan per share (tax included) for the third quarter of 2025 [2] - The record date for the dividend is set for November 25, 2025, and the ex-dividend date is November 26, 2025 [2]