Core Viewpoint - ASEAN member countries are currently experiencing their best historical relationship, with significant initiatives underway to enhance economic integration and attract investment in the private equity and venture capital sectors [1][6]. Group 1: ASEAN Economic Integration - ASEAN aims to become the world's fourth-largest economy by 2030, with a current average economic growth rate of 4% to 5% over the past decade [4][5]. - The establishment of the ASEAN Private Market Association is a substantial step towards economic integration, aiming to unify fragmented capital flows within the region [1][4]. Group 2: Objectives of the Private Market Association - The association aims to standardize private equity rules across ASEAN member states, reducing policy barriers and enhancing cross-border fund registration efficiency [7]. - It seeks to create a unified evaluation system for private equity funds, providing standardized assessment frameworks to attract international capital [7]. - The initiative is expected to accelerate the attraction of external funding for high-quality ASEAN enterprises, particularly in sectors like cloud computing, semiconductors, and healthcare [7]. Group 3: Beneficiary Industries - Renewable energy is identified as a key sector that will benefit from the private market association, with a focus on solar energy, energy storage, and carbon-neutral technologies [8]. - The digital economy and AI are also prioritized, with projections indicating that ASEAN's digital economy coverage will rise from 25% in 2021 to 85% by 2028, highlighting significant investment opportunities [9]. - The healthcare sector, particularly AI-driven medical technologies, is rapidly emerging, with a notable gap in AI application across the region [9][11]. Group 4: Economic Transition - The establishment of the private market association signals a shift in ASEAN's economic growth model, moving away from traditional manufacturing and trade towards technology-driven growth [10][11]. - The anticipated $60 billion in private equity funding is seen as a potential benchmark for measuring investment activity and economic cooperation depth within the region [12].

山重水复，李在明三度角逐韩国总统大选终于成功。绝食抗议、遇刺受伤、出演夫妻真人秀、狂奔翻墙进国会⋯⋯他走向青瓦台的道路铺满了惊与险。上任 伊始，李在明在就职讲话中表示，将首先恢复民生和经济，启动紧急经济专班，依靠国家财政实现经济良性循环，建设持续增长和发展的社会。但面对依然 分裂的韩国政坛和社会挑战，李在明这位新总统的"闯关"之路才刚刚开始。 得票数创纪录 李在明作为左翼阵营候选人，在3日韩国总统选举中获得49.42%的得票率，领先保守派政党国民力量党候选人金文洙8个百分点，得票数创韩国总统选举纪 录。另一方面，韩国此次选举的投票率高达79.38%，是自1997年以来韩国总统选举投票率最高的一次。1997年是韩国经历亚洲金融危机和重大政治变革的 一年，如此高的投票率表明选民对国家摆脱困境的深切期望。 黑龙江省社会科学院东北亚研究所研究员、中国东北振兴研究院专家笪志刚表示，此次选举在韩政治分裂加剧、改革呼声进一步加大的背景下提前两年举 行。历史第二高的提前投票率凸显出此次选举是对尹锡悦前政府的一次民意"审判"，同时它也是韩国重塑政经格局的一次机会。 "KOSPI 5000点时代" 本届选举是韩国自1987年以来 ...

新华网股份有限公司 会议材料 股东大会会议须知 根据《中华人民共和国公司法》《中华人民共和国证券 法》《上市公司股东大会规则》以及新华网股份有限公司的 《公司章程》《股东大会议事规则》相关规定，为维护投资 者的合法权益，确保股东大会的正常秩序和议事效率，特制 定会议须知如下，请出席股东大会的全体人员共同遵守： 一、本次会议设立秘书处，具体负责会议有关程序方面 的事宜。 二、参会股东及股东代表须携带身份证明（股票账户卡、 身份证等）及相关授权文件办理会议登记手续及有关事宜。 在会议主持人宣布现场出席会议的股东和股东代表人数及 所持有表决权的股份总数后，未登记的股东和股东代表无权 参加会议现场表决。 三、为提高会议议事效率，在股东大会召开过程中，股 东要求发言的或就有关问题在现场会议提出质询的，应向大 会秘书处报名，并填写《股东发言征询表》，经大会主持人 许可，方可发言，本公司董事会成员和高级管理人员对股东 的问题予以回答。 四、大会使用计算机辅助表决系统对议案进行表决。股 东表决时，应准确填写股东名称、姓名及持有股数，在表决 票所列每一项表决事项下方的"同意"、"反对"、"弃权" 中任选一项，以"√"为准；若不 ...

Core Viewpoint - The strategic partnership between Guangzhou and JD Group aims to enhance urban governance and high-quality development through innovative collaboration in the digital economy and supply chain management [1][3][9]. Group 1: Strategic Cooperation - On June 3, the Guangzhou government signed a strategic cooperation framework agreement with JD Group, marking a new phase in their collaboration and positioning JD as a key partner in Guangzhou's "City Partner" initiative [1][3]. - The partnership represents a shift from single-domain cooperation to comprehensive urban co-construction, enhancing resource complementarity and value co-creation [3][9]. Group 2: Economic Development Initiatives - JD Group is set to assist Guangzhou's industrial enterprises in digital supply chain transformation and establish a data industry cooperation platform to foster new productive forces [3][9]. - The collaboration will also focus on enhancing local consumption by promoting local brands and creating new consumer experiences, particularly through the upcoming 15th National Games [3][4]. Group 3: Logistics and Infrastructure - JD Logistics upgraded its supply chain services, increasing the coverage of its "211 delivery" and next-day delivery services by 60% and 35%, respectively, which is closely tied to the logistics capabilities in Guangzhou [6][7]. - The Guangzhou Huadu Smart Industrial Park, a key logistics hub, has a sorting capacity exceeding 1.1 million packages per day, enhancing the efficiency of logistics operations in the region [7][8]. Group 4: Urban Management and Public Services - The partnership aims to improve urban management and public service quality, including emergency logistics and supply chain management, to enhance the city's resilience [4][9]. - Collaborations in digital health, smart medical services, and community health initiatives are expected to directly benefit citizens and improve their quality of life [4][9].

香港交?及結算所有限公司及香港?合交?所有限公司對本公告的內容概?負責，對其準確性或完整性 亦?發表任何聲明，並明確表示，概?對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致 的任何損失承擔任何責任。 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORPORATION 中芯國際集成電路製造有限公司* （於開曼群島註冊成立之有限公司） （股份代號：00981） 暫停辦?股份過戶登記 中芯國際集成電路製造有限公司（「本公司」）董事會謹此宣佈，為確定有權出席並於 2025 年 6 月 27 日舉行的本公司應屆股東週年大會（「股東週年大會」）上投票的資格，本公司將 於 2025 年 6 月 24 日至 2025 年 6 月 27 日（包括首尾兩天）暫停辦理股份過戶登記手續， 在此期間將不會辦理本公司股份（「股份」）過戶登記手續。為確保符合資格出席股東週年 大會並於會上投票，所有填妥的香港股份過戶表格連同有關股票，必須不遲於 2025 年 6 月 為香港灣仔皇后大道東 183 號合和中心 17 樓 1712–1716 號舖。所有於 2025 年 6 月 27 日 名列香港 ...

A 股代码：688981 A 股简称：中芯国际 公告编号：2025-013 港股代码：00981 港股简称：中芯国际 中芯国际集成电路制造有限公司 关于召开2025年股东周年大会的通知 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： ? 股东大会召开日期：2025年6月27日 ? 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 一、 召开会议的基本情况 （一） 股东大会类型和届次 （二） 股东大会召集人：董事会 （三） 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 （四） 现场会议召开的日期、时间和地点 召开日期时间：2025 年 6 月 27 日 14 点 00 分 召开地点：上海市浦东新区张江路 18 号会议中心 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 6 月 27 日 至2025 年 6 月 27 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为 ...

Economic Overview - The GDP data for Q1 2025 shows the United States leading with a GDP of $7.32 trillion, followed by China at $4.44 trillion, Germany at $1.14 trillion, and Japan at $1.02 trillion [4][3][19] - The U.S. economy experienced a quarter-on-quarter contraction of 0.2% to 0.3%, marking the first decline in three years, while China's GDP grew by 5.4% year-on-year, the highest growth rate among major economies [3][19] United States Economic Analysis - The U.S. economy's GDP of $7.32 trillion reflects a significant figure, but it is accompanied by a 0.3% quarter-on-quarter shrinkage [4][3] - A surge in imports by 41% in Q1, driven by previous tariffs, temporarily boosted GDP but resulted in inventory accumulation, which negatively impacted GDP by 4.8 percentage points [7] - The U.S. federal government recorded a deficit of $700 billion in Q1, with total debt reaching $36 trillion, which is approximately 140% of GDP [9][11] Japan Economic Analysis - Japan's GDP for Q1 was approximately $1 trillion, but it faced a quarter-on-quarter decline of 0.2%, marking the first negative growth in four quarters [11][14] - The Japanese economy has been adversely affected by international trade issues, particularly the U.S.-China trade war, leading to increased export costs and reduced profits for about 10% of companies [14][16] - Rising prices, such as a 60% increase in rice prices, have not translated into increased consumer spending, resulting in a decline in exports and a drop in GDP [16][18] China Economic Analysis - China's GDP growth of 5.4% in Q1 is attributed to the robust development of green energy, with renewable energy installations accounting for 90% of new capacity [21][19] - The digital economy also saw a significant increase, with a 9.4% year-on-year revenue growth, driven by emerging technologies like live-streaming and AI [21][23] - Despite a 4.6% increase in retail sales, there are concerns about real estate risks and income disparity, which may hinder domestic consumption [23][25] - China is transitioning from labor-intensive industries to technology-driven sectors, achieving notable progress in areas like new energy vehicles and semiconductors [25][29]

Group 1 - The most popular travel option during the Dragon Boat Festival this year is the "48-hour refresh" micro-vacation, reflecting a shift in consumer preferences towards short, efficient getaways [2] - The tourism market saw a 23.8% year-on-year increase in cultural and tourism revenue, indicating a growing consumer desire to escape the pressures of work while avoiding exhausting travel experiences [3] - A viral incident involving a price hike of dumplings in a popular ancient town highlights consumer resistance to inflated prices, paralleling changes in the SLG gaming sector where players seek transparent and fair experiences [6] Group 2 - Families are increasingly favoring a "time-sharing vacation" model, balancing group activities with personal exploration, which mirrors the collaborative gameplay in "Three Kingdoms: Strategy of the World" [8] - The gaming industry is providing solutions for the holiday economy by eliminating the stress of ticket purchasing and hotel pricing, allowing players to control their own experiences [10] - The "Dragon Boat Racing" feature in the game exemplifies a low-effort, high-strategy approach, reflecting the essence of the holiday economy by offering stimulation while preserving relaxation [11]

Core Viewpoint - The digital economy theme index and related ETFs are experiencing growth, driven by domestic demand for localization in technology sectors due to geopolitical tensions [1][2]. Group 1: Digital Economy Index Performance - As of June 4, 2025, the China Securities Digital Economy Theme Index (931582) increased by 0.89%, with notable gains in constituent stocks such as Nandast (002180) up 4.29% and Runze Technology (300442) up 2.93% [1]. - The Digital Economy ETF (560800) rose by 0.68%, with a latest price of 0.74 yuan and a turnover rate of 1.45%, totaling a transaction volume of 11.07 million yuan [1]. Group 2: Fund Growth Metrics - The Digital Economy ETF saw a significant increase in scale by 8.849 million yuan over the past week, ranking in the top half among comparable funds [2]. - The ETF's share count grew by 2 million shares in the same period, also placing it in the top half of its peers [2]. - Over the last four trading days, the ETF attracted a total of 10.2445 million yuan in inflows [2]. Group 3: Key Holdings in the Index - As of May 30, 2025, the top ten weighted stocks in the China Securities Digital Economy Theme Index accounted for 50.98% of the index, with companies like Dongfang Wealth (300059) and SMIC (688981) leading the list [2]. - The top stocks include Dongfang Wealth (1.69% increase, 8.12% weight), SMIC (0.67% increase, 6.58% weight), and Huichuan Technology (0.11% increase, 5.49% weight) [4].

Group 1 - The Ministry of Commerce is promoting the "Invest in China - Choose Economic Development Zones" brand to attract foreign investment in sectors such as biomedicine and high-end manufacturing [1][2] - The "Work Plan" outlines 16 policy measures aimed at transforming development methods, optimizing economic structures, and expanding high-level opening-up [1][2] - Economic development zones are identified as a priority for foreign trade and investment, serving as a platform for institutional opening [1][2] Group 2 - The "Work Plan" supports the establishment of industrial technology innovation platforms and promotes collaboration between industry and academia [2] - It emphasizes the need for upgrading manufacturing quality and integrating digital and physical industries [2][3] - Measures include optimizing park operation models and enhancing the business environment to improve efficiency for enterprises [2][3] Group 3 - The "Work Plan" includes practical measures to ensure resource supply, such as allowing local governments to allocate land and use special bonds for industrial projects [3] - It encourages innovative development models and the integration of various industrial functions [3] - The Ministry of Commerce will focus on implementing the "Work Plan" and enhancing the investment environment in economic development zones [3] Group 4 - The Ministry of Human Resources and Social Security is optimizing the salary distribution for skilled positions in state-owned enterprises [4][5] - The new policy aims to create a positive interaction between skill enhancement and salary increases [4][5] - It includes establishing a reward system for innovation and improving the wage growth mechanism for skilled workers [6] Group 5 - The Ministry of Industry and Information Technology is promoting the digital transformation of the electronic information manufacturing industry, targeting a CNC rate of over 85% by 2027 [7][8] - The plan aims to establish a robust digital infrastructure and enhance the integration of advanced computing and artificial intelligence in the industry [7][8] Group 6 - Shaanxi Province is implementing four actions to support key industrial chain enterprises, focusing on talent development, employment security, and training integration [9][10] - The province aims to establish high-skill training bases and support enterprises in talent evaluation and promotion [9][10] - Measures include financial support for small and micro enterprises and promoting a dual education system [10][11] Group 7 - Hainan Province is launching ten measures to improve the modern commercial circulation system, focusing on high-quality development in wholesale and retail [12][13] - The plan includes enhancing rural commercial infrastructure and promoting digital transformation in the retail sector [12][13] - Hainan aims to leverage its free trade port policies to attract leading wholesale enterprises and develop new specialized markets [13][14]