Industry News - Five departments released opinions on strengthening the construction of data element disciplines and digital talent teams, encouraging localities to provide convenience and discounts in computing power, algorithms, and data through methods such as computing power vouchers, model vouchers, and data vouchers [48] - The National Medical Insurance Administration announced the official launch of the Chinese drug price registration system, with nine pharmaceutical companies including China Medicine, Tongrentang, and BeiGene registering drug prices [48] - Major banks have shown a clear trend of "short-termization" in the structure of large-denomination time deposits, with no five-year large-denomination time deposit products available from major banks [48] - In November 2025, A-share new accounts reached 2.38 million, a 3% increase from October's 2.31 million, with a total of 24.84 million new accounts opened in the first eleven months of 2025, a year-on-year increase of 7.95% [48] - Reports indicate a collective price increase action in the lithium iron phosphate industry, confirmed by Longpan Technology, which is actively communicating with customers regarding the reasons for the price increase [48] - Since this quarter, resource control from manufacturers has led to a slowdown in shipment pace among storage manufacturers, with expectations of strict shipment control and potential price increases due to limited resource supply [48] - The Jiangxi Provincial Government issued measures to accelerate the development of brain-computer interface technology and industry, focusing on clinical research in the treatment of neurological and mental diseases and elderly rehabilitation [48] Company News - Haowei Group announced that its controlling shareholder, Yu Renrong, plans to donate 2.48% of the company's shares, corresponding to a market value of approximately 3.6 billion yuan, to the Ningbo Oriental Institute of Technology Education Foundation [50] - Aibisen responded to widespread attention regarding the refusal of its chairman to serve due to "dissatisfaction with salary," clarifying that it was a clerical error and the actual issue was dissatisfaction with the company's incentive mechanism [50] - Longpan Technology signed a long-term procurement agreement for lithium iron phosphate cathode materials with Sunwoda, with expected sales amounting to approximately 4.5 to 5.5 billion yuan [51] - CATL announced that as of November 30, it had repurchased a total of 15.99 million A-shares, with a total transaction amount of 4.386 billion yuan [51] - Jiangbolong announced plans to raise no more than 3.7 billion yuan through a private placement for high-end memory research and industrialization projects in the AI field and semiconductor memory main control chip series research projects [51] - Aikex announced plans to acquire 100% equity of Dongguan Silicong for 2.2 billion yuan, with the latter actively expanding its liquid cooling product line and expected to generate revenue in 2024 [51] - Muxi Co., Ltd. announced its online roadshow time for December 4 from 9:00 to 12:00 [52] - Tianpu Co., Ltd. announced that its verification work has been completed, and its stock will resume trading [52] - Tianfu Communication announced that its vice president and other executives plan to reduce their holdings by no more than 475,000 shares [52] - Dream Home announced that if its stock price continues to rise abnormally, it may apply for a trading suspension for verification [53] - Zhongding Co., Ltd. plans to issue convertible bonds to raise no more than 2.5 billion yuan for projects related to the manufacturing of core joints and bodies of intelligent robots [53] - *ST Zhengping announced that its suspension verification work has been completed, and its stock will resume trading [53] - Xi'an Yicai announced plans to invest approximately 12.5 billion yuan in the Wuhan silicon material base project [53] - Shunhao Co., Ltd. announced that its main business involves launching computing power satellites into dawn-dusk orbits to establish space data centers [53]
操盘必读:影响股市利好或利空消息_2025年12月3日_财经新闻
Xin Lang Cai Jing·2025-12-02 23:32