中国公路学会近日发布的《中国交通运输2024》报告显示，2024年，公路建设投资下降了8.73%，连续 2年负增长，公路建设投资占GDP的比重自1998年以来首次跌破2.0%，表明公路网投资高峰期趋于结 束，符合公路自身发展规律，公路发展重点正逐步由大规模建设转向高质量运营服务。 一位不愿具名的交通行业分析师对《中国经营报》记者表示，中国公路投资高峰时期每年投资额近3万 亿元，在全世界范围来看，是比较高的。经过多年的高额投资之后，中国已经建立了较为完善的公路网 络，未来几年，公路投资或将继续下滑。 交通运输部发布的历年数据显示，2022年我国公路固定资产投资完成额2.85万亿元，达历史最高值，占 各类交通基础设施建设总投资的比重达到74.01%，占GDP的比重为2.36%。2023年和2024年公路建设投 资持续下降，完成额分别是2.82万亿元和2.58万亿元。 对于"十五五"时期，公路建设投资的主要方向，上述分析师表示，未来5年，高速公路投资仍将是公路 投资的重点，部分沿海经济发达地区繁忙路段的扩容改造项目也会逐步增多。 《中国交通运输2024》报告显示，截至2024年年底，公路水路基础设施数字化转型加快推 ...

Core Viewpoint - The article contrasts the decline of Detroit, once a thriving automotive hub, with the revitalization of Shiyan, China, which is leveraging its automotive heritage to transition into a new era of green technology and diversified industry [1][3]. Group 1: Historical Context - Detroit was a prosperous city in the 1920s, known as the cradle of the American automotive industry, but faced economic decline due to reliance on a single industry and external competition [1]. - Shiyan, referred to as the "Oriental Detroit," began its journey in 1969 with a GDP of 460 million yuan, primarily relying on agriculture and small-scale industry [5][7]. - The establishment of the Second Automobile Manufacturing Plant (Dongfeng) in Shiyan transformed it into China's first independent automotive industrial base, leading to significant economic growth in the 1980s [7][9]. Group 2: Economic Challenges - In 2003, Shiyan faced economic difficulties as Dongfeng's headquarters moved to Wuhan, leading to a decline in industrial growth and raising concerns about a potential repeat of Detroit's fate [9][10]. - The city experienced a downturn, with industrial growth rates falling below the provincial average for three consecutive years [9]. Group 3: Transformation Strategies - Shiyan initiated a transformation strategy in 2007, focusing on supporting industrial enterprises with over 100 million yuan in revenue, resulting in a significant increase in automotive parts manufacturers [10][12]. - The city embraced the new energy era, encouraging local enterprises to pivot towards electric and hybrid vehicles, which led to a diversification of its industrial base [12][14]. Group 4: New Energy and Technological Advancements - By 2024, Shiyan's production of new energy vehicles surged to 107,000 units, with a 264% increase in new energy heavy trucks, showcasing a successful transition to high-value products [12][18]. - The establishment of the Envision AESC battery factory in Shiyan, with a total investment exceeding 10 billion yuan, exemplifies the city's rapid industrial development and commitment to green technology [14][16]. Group 5: Talent and Workforce Development - The arrival of global companies like Envision AESC has transformed Shiyan into a talent hub, creating thousands of jobs and facilitating the export of skilled workers to international markets [25][27]. - Shiyan's industrial base is evolving from primarily supporting Dongfeng to becoming a source of high-quality engineers and technical experts for the global new energy sector [25]. Group 6: Future Outlook - Shiyan is positioning itself as a comprehensive provider of zero-carbon solutions, integrating land and air transportation with green energy systems, aiming to avoid the pitfalls faced by cities like Detroit [27][30]. - The city's economic structure has shifted significantly, with the ratio of secondary to tertiary industries improving from 48.3:40.7 in 2014 to 36.1:54.3, indicating a healthier and more resilient economy [23].

深圳坪山智能网联测试场项目，旨在建设一个融合 "车、路、云、网、图"及低空元素的综合性测试验 证平台。项目将探索智能网联汽车与城市空中交通的协同运行，为未来立体智慧交通网络提供关键的测 试环境与数据支撑。 公司表示，在低空经济赛道中，东方中科的业务布局已深度渗透至多个核心领域。未来将继续依托自身 技术积累，与合作伙伴一道，共同为无人机物流、城市空中交通、应急救援等多元化低空应用场景的繁 荣发展，构筑坚实可靠的基石。（燕云） 日前，东方中科（002819）宣布先后与中山华特雅低空经济发展有限公司、深圳市城市交通规划设计研 究中心股份有限公司达成重要合作，成功签订中山无人机试飞测试基地项目与深圳坪山智能网联测试场 项目。 据介绍，中山无人机试飞测试基地项目，聚焦于无人机产品的安全准入核心环节，总投资约1亿元；项 目依托中山项目参与大湾区适航体系构建，致力于把控安全准入核心环节。该项目也是东方中科与中山 华特雅低空经济发展有限公司携手打造的标杆工程。 ...

在合肥派河港铁路物流基地等待装车出口的新能源汽车。 新华社图 从量变到质变 2025年前三季度，安徽以240.44万辆位居全国汽车产量第一。预计2025年全年，安徽将登顶"全国汽车 产量第一大省" 从单点到生态 安徽已集聚奇瑞汽车、蔚来、江淮汽车、合肥比亚迪、大众安徽等7家整车企业，初步形成合肥、芜 湖"双核"和多个汽车零部件特色产业集群，涵盖汽车全产业链 从产品到价值 从奇瑞预告将在未来建立26个海外研发中心，到国轩高科加大投入布局海外建厂、蔚来在欧洲换电网络 布局，安徽的出海模式正由"产品输出"向"能力输出"转型 11月12日，在安徽芜湖港码头，300多辆奇瑞汽车缓缓驶入集装箱，这些新车将以"江海联运"的模式从 上海"出海"，最终抵达遥远的比利时。这一日常作业场景背后，是一次历史性的突破：据合肥海关统 计，安徽省汽车年出口量首次突破100万辆大关。 1997年，奇瑞汽车在芜湖城北的荒地上诞生。1999年5月，奇瑞首台轿车"风云"成功下线，旗云、QQ等 热销车型相继登场。 11月下旬，在安徽肥西的江淮汽车工厂，自动化产线精准运转，身着深蓝色工装的技术人员穿梭其间， 电子屏上实时跳动着"当日完成129台"的数 ...

12月1日，第七届全球智能驾驶大会在苏州相城区盛大举办。本届大会以"智联世界驾驭未来"为主题， 汇聚高校、企业、政府等多方力量，通过主题演讲、专题交流、项目启动、实验室揭牌等多项活动，全 方位探讨智能驾驶技术趋势、产业政策与合作路径，为全球智能网联汽车产业创新发展注入强劲动力， 助力构建智能化、全球化、协同化的产业发展新格局。 行业翘楚齐聚共话产业发展新方向 在本届大会上，众多行业领军人物登台献智，分享前沿洞见与实践经验。清华大学车辆与运载学院教 授、智能绿色车辆与交通全国重点实验室主任李克强，车百会理事长、GREEM(全球新能源与新能源汽 车合作组织)执行主席张永伟，吉利控股集团首席智驾科学家、极氪科技集团副总裁陈奇等，分别围绕 智能网联汽车产业发展现状及展望、中国汽车智能化出海形势与路径、智能辅助驾驶发展新阶段等核心 议题发表主题演讲，为行业发展提供前沿思路。 现场还对《江苏省无人驾驶装备商业示范应用工作指引(试行)》进行权威解读，该文件的出台为无人驾 驶技术市场化、规模化应用提供了关键政策支撑。此外，大会聚焦"探索汽车智能化产品出海路 径"和"构建汽车数字化与服务化出海生态"两大方向开展专题交流，中国机 ...

Industry News - The Cyberspace Administration has guided relevant platforms to address illegal activities by internet celebrities, including the closure of accounts that spread divisive rhetoric and the suspension of accounts for inappropriate content [39][39] - FTSE Russell announced changes to the FTSE China indices, effective after the close on December 19, 2025, which will include Luoyang Molybdenum and Sungrow Power, while removing Jiangsu Bank and SF Express [39][39] - Volcano Engine officially launched the Doubao image creation model Doubao-Seedream-4.5, which supports various applications including advertising, e-commerce, film production, digital entertainment, and education [40][40] - The Invesco Nasdaq Technology ETF has seen its market trading price significantly exceed its reference net asset value, leading to a warning from the fund manager about potential trading risks due to premium pricing [41][41] - As the year-end approaches, over 20 cities have suspended or adjusted their vehicle trade-in subsidy programs due to the consumption of the fourth batch of 69 billion yuan in national subsidies [41][41] Company News - Moer Thread announced that its stock will be listed on the Sci-Tech Innovation Board on December 5, 2025 [42][42] - Baiwei Storage reported that its second-largest shareholder, the National Integrated Circuit Industry Investment Fund II, reduced its holdings by 4.646 million shares from October 9 to December 2, 2025 [43][43] - Muxi Co., Ltd. announced an issuance price of 104.66 yuan per share for its upcoming offering [44][44] - Degu Technology announced the termination of its major asset restructuring plan [45][45] - China Aluminum International announced that its subsidiary won a bid for a 3.03 billion yuan electrolytic aluminum project [46][46] - Shanxi Fenjiu reported that its second-largest shareholder, Huachuang Xinrui, has completed a reduction of 1.33% of its shares [47][47] - Guizhou Bailin announced that its actual controller, Jiang Wei, is under investigation by the China Securities Regulatory Commission for insider trading and information disclosure violations [48][48] - Kuaiji Elevator announced the cancellation of its high-tech enterprise qualification for 2021-2023, which will impact its operating performance [49][49] - Grinda announced an investment of 80 million yuan to subscribe for strategic placement shares in Muxi Co., Ltd. [50][50] - Wanlong Optoelectronics is planning to acquire control of Zhongkong Information, leading to a stock suspension [51][51] - Pulu Tong announced plans to issue shares and pay cash to acquire assets, resulting in a stock suspension starting December 4, 2025 [52][52]

4、特朗普就此前俄美就"和平协议"的会谈发表评论。他表示，美国特使与普京的会面"相当不错"。 5、摩尔线程公告，12月5日在科创板上市。 早 报 精 选 3、美股三大指数集体收涨，特斯拉涨超4%，热门中概股多数下跌。 宏 观 新 闻 1、 12月3日，国务院以"深入推进以人为本的新型城镇化，着力构建城乡融合发展新格局"为主题，进行第十七次专题学习。国务院 总理李强在主持学习时强调，要认真学习贯彻习近平总书记和党中央关于深入实施新型城镇化战略的决策部署，坚持以人为本提高城 镇化质量水平，充分释放城乡融合发展蕴藏的巨大内需潜力，为经济社会发展提供强劲动力。 2、外交部发言人林剑昨日主持例行记者会。记者提问称，美国总统特朗普签署一项法案，该法案要求美国务院定期审查美台关系， 并寻找深化美台关系的途径。林剑强调，中方敦促美方切实恪守一个中国原则和中美三个联合公报，慎之又慎处理台湾问题，停止美 台官方往来，不向"台独"分裂势力发出任何错误信号。 3、根据有关工作安排，财政部将于12月10日在香港特别行政区发行2025年第六期人民币国债，发行规模为70亿元，具体发行安排 将在香港金融管理局债务工具中央结算系统公布。 4、 ...

Group 1 - The establishment of the "China International Science and Technology Promotion Association Mother Fund Branch" aims to enhance the role of mother funds in China's capital market and promote the healthy development of the investment industry, particularly the mother fund sector [1][30][46] - The Fujian Provincial M&A Fund has been launched with an initial scale of 1.5 billion yuan, focusing on market-oriented and professional investment operations to support enterprise transformation and innovation [2][31] - The Jiangxia Science and Technology Investment Group is exploring advanced paths for constructing industrial ecosystems through research and collaboration with key industry players [3][32] Group 2 - The Datai Artificial Intelligence Seed Fund has been officially registered in Shenzhen, with a total scale of 100 million yuan, focusing on seed-stage projects in strategic emerging industries [6][36][37] - The fund is structured to reflect Shenzhen's principles of government guidance and market-oriented operations, targeting high-tech projects in artificial intelligence and smart connected vehicles [7][36] - Datai Capital, the fund manager, has over ten years of experience in hard technology investments and aims to provide comprehensive support to early-stage companies through a robust post-investment management system [8][38] Group 3 - Minsheng Bank's Zhengzhou branch is enhancing cooperation with the provincial state-owned capital operation company, Yuzi Holdings, to contribute to the high-quality development of the Henan economy [4][39][41] - The Fujian Investment Group is actively engaging with central enterprises to deepen cooperation and promote high-quality development in Fujian province [5][42][44]

大会现场，江苏省智能驾驶技术重点实验室正式揭牌；全球新能源汽车产业合作发展最佳实践行动启 动；基于苏州车路云数据资源的世界模型联合研发正式启动。此外，大会发出智能网联汽车专项出海行 动倡议，从共建开放协同的服务生态体系，打造优势聚合的智能化出海产业链，共享精准对接的全球市 场发展机遇，三个方面出发，旨在推动智能网联汽车产业链高质量出海，让全球消费者都能享受到智能 驾驶带来的更安全、更便捷、更舒适的驾乘体验。 在区域协同方面，大会启动宁锡苏车路云试点城市云控平台互联互通，南京、无锡、苏州三地将推进数 据共享、平台共通和服务互联，推动车路云一体化从"单城试点"走向"区域协同"，将全面启动数据共 享、平台共通与服务互联，致力于率先实现城市级车路云一体化成果跨域贯通。 在去年第六届全球智能驾驶大会上，沪苏两地正式启动"智能网联汽车互认互通"，一年多来，双方高效 协同推动互认互通工作走深走实。大会现场，沪苏合作全面升级，由此前的智能网联汽车"互认互通"拓 展为"沪苏云控平台数据"正式互通，为跨城测试、示范运营和商业化提供统一、高效、安全的数据底 座，共同构建长三角智慧交通走廊。 宁锡苏车路云控平台互联互通、沪苏云控平台 ...

Core Insights - Chery Automobile and the industrial ecosystem in Wuhu are undergoing a significant transformation, driven by innovation and the establishment of a complete automotive industry chain [1][7] - The local government is actively promoting investment and improving the business environment to attract more automotive supply chain companies [5][6] Group 1: Company Developments - Ailongsen Automotive Technology Co., Ltd. is set to begin production in October 2024, with an expected annual output of 1 million sets of interior and exterior parts for new energy vehicles [2] - Chery officially listed on the Hong Kong Stock Exchange in September 2023, raising HKD 9.14 billion, marking it as the largest IPO for an automotive company in the Hong Kong market in 2025 [7] - The automotive supply chain in Wuhu has attracted over 500 companies, accounting for a quarter of the total in the city, with significant contributions from global automotive parts leaders [4] Group 2: Industry Ecosystem - The "half-hour supply circle" around Chery allows for efficient supply chain operations, significantly enhancing production efficiency [4] - The local automotive industry is projected to reach a value of over 300 billion yuan, with strategic emerging industries contributing 40% to the GDP of Wuhu [7][8] - The intelligent connected vehicle and robotics industries are being developed in tandem, with Wuhu's robotics industry expected to exceed 40 billion yuan in 2024 [8][9] Group 3: Talent and Workforce Challenges - There is a significant talent gap in the new energy and intelligent connected vehicle sectors, with an estimated shortage of 1.03 million skilled workers [10][11] - Local companies are facing challenges in recruiting and training workers, with a need for at least three months of training for new employees [11] - The local government is implementing initiatives to attract high-level talent and graduates from key universities to support the growing industry [11]