财联社·2025-12-02 23:10Macro News - The National Development and Reform Commission emphasizes the need to implement an employment-first strategy and improve the income distribution system, aiming to increase the proportion of residents' income in national income distribution and raise labor remuneration in primary distribution [4] - OECD forecasts global economic growth at 3.2% for 2025, with China's growth projected at 5%, up from a previous estimate of 4.9% [4] Industry News - Five departments have released opinions on strengthening the construction of data element disciplines and digital talent teams, encouraging localities to provide conveniences and incentives in computing power, algorithms, and data [8] - The Chinese drug price registration system has officially launched, with nine pharmaceutical companies registering their drug prices [9] - Major banks have stopped offering 5-year large-denomination certificates of deposit, indicating a trend towards shorter-term products [9] - The lithium iron phosphate industry is experiencing a collective price increase, confirmed by Dragon Power Technology [9] - Storage manufacturers are slowing down their shipment pace due to resource control, with potential for further price increases [9] Company News - Haowei Group announced that its controlling shareholder plans to donate 2.48% of the company's shares, valued at approximately 3.6 billion yuan, to the Ningbo Dongfang University Foundation [11] - Longpan Technology signed a long-term procurement agreement for lithium iron phosphate cathode materials, with expected sales between 4.5 billion and 5.5 billion yuan [13] - CATL reported a total buyback of 15.99 million A-shares, with a total transaction amount of 4.386 billion yuan as of November 30 [13] - Jiangbolong plans to raise no more than 3.7 billion yuan through a private placement for AI-related high-end storage and semiconductor projects [13] - Aikex announced a plan to acquire 100% equity of Dongguan Silicong for 2.2 billion yuan, focusing on expanding its liquid cooling product line [13]