盘前要闻 1、涉及中际旭创、胜宏科技等，沪深300等A股多条重要指数样本股调整 类型：公司 情绪影响：正面 情绪影响：正面 截至11月30日，《疯狂动物城2》累计票房已突破19.2亿元，超越前作在中国内地创下的15.4亿元票房纪 录，并以惊人速度刷新纪录。中泰证券认为，今年是动画电影大年，电影行业迎来供给与结构改善。相 关电影上市公司有望获益，如优质内容供给及引进方及电影院线等上市企业。 3、产需两端均改善，11月制造业PMI小幅回升！机构预期稳增长措施将出台 类型：宏观 情绪影响：正面 国家统计局数据显示，11月份，制造业采购经理指数(PMI)为49.2%，比上月上升0.2个百分点，景气水 平有所改善。东方金诚分析师王青认为，不排除年底前出台新的稳增长措施的可能。其中，年底前财政 促消费力度有可能加大，央行还可能实施新一轮降息降准。 4、央行等部门首次公开定调稳定币，继续坚持对虚拟货币的禁止性政策 类型：行业 沪深300、中证500、上证50等多个重要指数将调整指数样本。华电新能、东山精密、指南针、胜宏科技 等调入沪深300指数；华工科技、光启技术、中际旭创、胜宏科技等调入中证A50指数；上证50指数更 换 ...

Group 1 - The State Council's Safety Committee has issued a notice to conduct a comprehensive inspection and rectification of major fire risks in high-rise buildings, focusing on residential and public buildings undergoing renovations [2] - The National Bureau of Statistics reported that the manufacturing PMI for November is 49.2%, a slight increase of 0.2 percentage points from the previous month, indicating a slight improvement in economic conditions [2] - From January to October, state-owned enterprises reported total operating revenue of 6,835.293 billion yuan, a year-on-year increase of 0.9%, while total profits decreased by 3.0% to 342.144 billion yuan [2] Group 2 - The People's Bank of China held a meeting to coordinate efforts against virtual currency trading, emphasizing the continuation of prohibitive policies and the need to combat illegal financial activities related to virtual currencies [3] - The Ministry of Industry and Information Technology held a meeting to discuss the regulation of the power and energy storage battery industry, aiming to promote high-quality development and address irrational competition [4] - A new regulation was released by three departments regarding customer due diligence and transaction record management, removing the requirement for banks to register the source of funds for cash withdrawals exceeding 50,000 yuan [4] Group 3 - The China Securities Index Company announced adjustments to several indices, including the CSI 300 and CSI 500, which will take effect after market close on December 12 [5] - Tianfeng Securities is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure and illegal financing [7] - ST Cube has been warned of potential delisting due to false records in annual reports from 2021 to 2023, effective December 2 [8]

Group 1: Manufacturing Sector - In November, the manufacturing Purchasing Managers' Index (PMI) rose to 49.2%, an increase of 0.2 percentage points from the previous month, indicating an improvement in business sentiment among manufacturing enterprises [1] - The production and business activity expectation index reached 53.1%, up by 0.3 percentage points from last month, reflecting increased confidence in market development [1] - The steel industry PMI fell to 48%, a decrease of 1.2 percentage points from the previous month, indicating a slowdown in industry operations [1] Group 2: Green Bonds - China has become the world's largest green bond market, with green bond issuance totaling $101.8 billion, a year-on-year increase of 92%, accounting for 20% of the global total [1] Group 3: Oil Market - Major oil-producing countries have decided to maintain their production plans, suspending any increase in output for the first three months of 2026, with a flexible adjustment based on market conditions [3] Group 4: Corporate Announcements - Arctech plans to establish a joint venture with its controlling shareholder to adjust its business in the U.S. market [4] - Jiangxi Copper is planning to acquire shares of the overseas-listed company SolGold Plc [4] - Huayang Co. has launched a project to produce 200 tons of high-performance carbon fiber annually [4] - Enjie Co. is planning to purchase 100% equity of Zhongke Hualian, leading to a stock suspension [4] - ST Tianrui's controlling shareholder is planning matters related to a change in company control, resulting in stock suspension [4] - ST Dongyi still faces the risk of being declared bankrupt due to failed restructuring [4]

作为全球光伏组件与大型储能头部企业，阿特斯(688472)11月30日晚间公告，拟联合控股股东设立合资 企业重组美国市场业务，运营当地光伏电池/组件与储能业务，以及转让海外储能工厂、光伏切片工厂 以及电池工厂，上市公司将保留部分持续收益权。 阿特斯介绍，美国目前作为全球第二大光伏市场，电力市场机制成熟，且跟光伏协同共生的储能业务因 可以参与多重服务，商业模式清晰，投资回报高，也处于快速爆发期。为实现公司在美国市场业务长期 参与，保障企业正常经营，降低经营风险，公司拟与控股股东Canadian Solar Inc（注册于加拿大的美股 上市公司，以下简称"CSIQ"）针对美国市场业务进行调整。 本次股权转让涉及标的评估总价为4.69亿元，故本次股权转让标的75.1%股权对应的交易金额确定为 3.52亿元。 根据公司与CSIQ发展规划，后续CSIQ将专注于美国市场的光伏组件及储能系统的生产、销售与服务， 关注并投入资源在美国本土的公共事业、电力公司及大型工商业项目客户的开发，聚焦满足美国本土能 源转型需求；公司则将专注于全球非美地区的组件、储能产品及系统集成业务，包括欧洲、拉美、亚 洲、中东等地区，强化在全球非美市 ...

Group 1: Financial and Economic Policies - The People's Bank of China and the Ministry of Science and Technology held a meeting to promote the integration of technology and finance, emphasizing the need for effective policy measures and collaboration between central and local governments to support high-level technological self-reliance [1] - The central bank reported that as of the end of October, the top 50 investors in corporate credit bonds held 53.2% of the total, indicating a concentration of holdings among major state-owned commercial banks, public funds, and insurance financial institutions [4] Group 2: Market Indices and Adjustments - The China Securities Index announced the periodic adjustment results for major A-share indices, with changes effective after the market closes on December 12, including the addition of several companies to the CSI 300, CSI 500, and other indices [2] Group 3: Manufacturing and Economic Indicators - The manufacturing Purchasing Managers' Index (PMI) for November was reported at 49.2, reflecting a 0.2 percentage point increase from the previous month, indicating an improvement in economic conditions [5] Group 4: Technological Advancements - The world's first 660-megawatt ultra-supercritical circulating fluidized bed boiler has passed expert evaluation, marking a significant breakthrough in clean power generation technology [6] Group 5: Company News and Developments - *ST Dongyi faces risks of bankruptcy due to failed restructuring efforts [7] - Arctech plans to establish a joint venture with its controlling shareholder to adjust its U.S. market operations [7] - Ulead's board plans to reduce its stake by up to 0.0313% [7] - Huayang Co. has launched a project to produce 200 tons of high-performance carbon fiber annually [7] - Enjie plans to acquire 100% equity of Zhongke Hualian, leading to a stock suspension [7] - ST Tianrui's controlling shareholder is planning a change in company control, resulting in stock suspension [7] - Chuangxin Data reports a strong order backlog and is advancing related order deliveries [8] - Changchuan Technology's shareholders plan to reduce their stake by up to 2.05% [8] - Dongfang Precision plans to sell 100% equity of Fosber Group and two other companies, which is expected to constitute a major asset restructuring [8] - Ugreen Technology is focusing on storage business as a core growth area [8] - Changhong Meiling's subsidiary plans to invest 12.58 million in a technology renovation project [9] - Shandong Highway's subsidiary intends to sell 9.68% equity of Guangdong Highway for 2.435 billion [10]

会议指出，近年来各单位认真贯彻落实党中央、国务院决策部署，按照2021年中国人民银行等十部门联 合发布的《关于进一步防范和处置虚拟货币交易炒作风险的通知》要求，坚决打击虚拟货币交易炒作， 整顿虚拟货币乱象，取得明显成效。近期，受多种因素影响，虚拟货币投机炒作有所抬头，相关违法犯 罪活动时有发生，风险防控面临新形势、新挑战。 会议强调，虚拟货币不具有与法定货币等同的法律地位，不具有法偿性，不应且不能作为货币在市场上 流通使用，虚拟货币相关业务活动属于非法金融活动。稳定币是虚拟货币的一种形式，目前无法有效满 足客户身份识别、反洗钱等方面的要求，存在被用于洗钱、集资诈骗、违规跨境转移资金等非法活动的 风险。 会议要求，各单位要坚持以习近平新时代中国特色社会主义思想为指导，全面落实党的二十大和二十届 历次全会精神，把防控风险作为金融工作的永恒主题，继续坚持对虚拟货币的禁止性政策，持续打击虚 拟货币相关非法金融活动。各单位要深化协同配合，完善监管政策和法律依据，聚焦信息流、资金流等 重点环节，加强信息共享，进一步提升监测能力，严厉打击违法犯罪活动，保护人民群众财产安全，维 护经济金融秩序稳定。 【钛媒体综合】据央行网站 ...

Core Viewpoint - The company, along with its controlling shareholder Canadian Solar Inc (CSIQ), is restructuring its operations in the U.S. market by establishing two joint ventures, M and N, to enhance its photovoltaic and energy storage business [1] Group 1: Joint Ventures - Company M will focus on the photovoltaic business in the U.S., including the operation of solar cell and module factories [1] - Company N will engage in energy storage operations in the U.S., manufacturing lithium iron phosphate energy storage cells, battery packs, and direct current storage systems [1] - CSIQ will hold 75.1% of the joint ventures, while the company will retain 24.9% [1] Group 2: Asset Leasing and Future Plans - The joint ventures will commence operations by leasing certain overseas assets from CSI, with the timeline for asset acceptance and formal activation being uncertain [1] - The company plans to reasonably estimate rental fees for related party transactions in the 2026 fiscal year [1] - Future considerations include new investments, potential asset acquisitions, or bringing in third-party qualified overseas investors [1] Group 3: Restructuring and Financial Implications - The company intends to restructure its manufacturing plants outside the U.S. that supply the U.S. market, transferring ownership of existing solar cell factories and ongoing energy storage and battery plants to CSIQ [1] - This restructuring will provide the company with a one-time equity transfer payment and allow it to benefit from a 24.9% ongoing equity return from U.S. operations, along with recovering prior investments [1]

Core Viewpoint - The company, along with its controlling shareholder Canadian Solar Inc (CSIQ), is establishing two joint ventures in the U.S. market to enhance its photovoltaic and energy storage operations [1] Group 1: Joint Ventures - A new joint venture, Company M, will focus on photovoltaic business in the U.S., including the operation of solar cell and module factories [1] - Another joint venture, Company N, will engage in energy storage business, operating lithium iron phosphate battery cells, battery packs, and DC storage systems [1] - CSIQ will hold 75.1% of the joint ventures, while the company will retain 24.9% [1] Group 2: Asset Management and Operations - The joint ventures will commence operations by leasing certain overseas assets from CSI, with the timeline for asset acceptance and formal activation being uncertain [1] - The company plans to reasonably estimate rental fees for the 2026 fiscal year based on these leases [1] - Future considerations include new investments, asset acquisitions, or bringing in third-party qualified investors at appropriate times [1] Group 3: Restructuring and Financial Implications - The company intends to restructure its overseas manufacturing plants that supply the U.S. market, transferring ownership to CSIQ (75.1%) and CSI (24.9%) [1] - This restructuring will provide the company with a one-time equity transfer payment and allow it to benefit from 24.9% of ongoing equity returns from U.S. operations, as well as recover prior investments [1]

早 报 精 选 1、 中共中央政治局11月28日下午就加强网络生态治理进行第二十三次集体学习。中共中央总书记习近平在主持学习时强调，网络 生态治理是网络强国建设的重要任务，事关国家发展和安全，事关人民群众切身利益。要健全网络生态治理长效机制，着力提升治理 的前瞻性、精准性、系统性、协同性，持续营造风清气正的网络空间。 2、国务院安委会日前印发通知，部署开展高层建筑重大火灾风险隐患排查整治行动，聚焦有人员居住和活动的高层民用建筑（包括 居民住宅建筑和办公、医疗、商业等公共建筑）开展排查整治，特别是正在进行外墙改造施工和内部局部装修改造的高层民用建筑， 全面加强高层建筑消防安全管理，切实保障人民群众生命财产安全。 3、国家统计局发布数据显示，11月份，制造业采购经理指数（PMI）为49.2%，比上月上升0.2个百分点，景气水平有所改善。从 企业规模看，大型企业PMI为49.3%，比上月下降0.6个百分点，低于临界点；中、小型企业PMI分别为48.9%和49.1%，比上月上 升0.2个和2.0个百分点，均低于临界点。 4、财政部数据显示，1-10月，国有企业营业总收入683529.3亿元，同比增长0.9%；国有企业 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 注：上述"扣非净利润"指标以经审计的上市公司合并财务报表所载扣除非经常性损益后归属于上市公司 股东的净利润为计算依据，剔除本激励计划考核期内公司实施股权激励事项产生的成本影响。 "基准利润"是指上市公司2021-2023年度合并财务报表所载扣除非经常性损益后归属于上市公司股东的 净利润的算数平均数，即15.17亿元。 （3）个人层面绩效考核要求 激励对象个人层面的考核根据公司内部绩效考核相关制度实施。激励对象个人考核评价结果分 为"A"、"B+"、"B"、"B-"、"C"五个等级，对应的可归属情况如下： ■ 在公司业绩目标至少达到触发值的前提下，激励对象当年实际归属的限制性股票数量=个人当年计划归 属的数量×公司层面归属比例×个人层面可归属比例。 激励对象当期计划归属的限制性股票因考核原因不能归属或不能完全归属的，作废失效，不可递延至下 一年度。 （二）限制性股票激励计划已履行的相关审批程序 （三）限制性股票授予情况 ■ （四）限制性股票各期归属情况 截至本公告出具日，公司2024年限制性股票激励计划尚未归属。 1、2024年9月21日，公司召开第二届董事 ...