以下为重点内容： 1. 到2035年，长三角耕地保有量不低于16148万亩，其中永久基本农田保护面积不低于 14290万亩；生态保护红线面积不低于7.7万平方千米；用水总量不超过国家下达指标。 2. 明确自然灾害风险重点防控区域，划定地质灾害、洪涝等风险控制线，落实战略性矿产资 源、历史文化保护等安全保障空间，全面锚固高质量发展的空间底线。 【导读】事关长三角空间发展，重磅文件来了！ 中国基金报记者 张舟 事关长三角空间发展，重磅文件来了！ 12月3日，国务院对外发布关于《长三角国土空间规划（2023—2035年）》（以下简称《规 划》）的批复。 批复指出，《规划》是国家级国土空间专项规划，是长三角空间发展的指南、可持续发展的 空间蓝图，是各类开发保护建设活动的基本依据。 《规划》强调，要落实长三角一体化发展战略部署，建设世界级城市群，支撑长三角在中国 式现代化中走在前列，更好发挥先行探路、引领示范、辐射带动作用。 3. 优化以都市圈为引领的空间格局，支持上海发挥龙头带动作用，加强上海大都市圈与苏锡 常都市圈空间融合，以及与南京、杭州、合肥、宁波都市圈空间统筹，支撑世界级城市群建 设。 4. 强化科技创新和产 ...

Core Insights - The "Guangde Three-piece Set" has gained significant popularity, with over 1.15 billion views online, making Guangde a hot destination for short trips in the Yangtze River Delta region [1][2] - The local government and businesses are actively working to capitalize on this surge in interest to enhance the city's image and economic development [3] Group 1: Popularity and Impact - The "Guangde Three-piece Set," consisting of Guangde stews, Kawan Kawa milk tea, and Zhanji peach crisps, has become a viral sensation, leading to long queues and increased sales, with a 150% rise in sales for Zhanji peach crisps [1][2] - Guangde's geographical location at the intersection of three provinces (Anhui, Jiangsu, and Zhejiang) and its improved transportation infrastructure, including high-speed rail, have significantly expanded its tourist base [1][2] Group 2: Government and Business Response - The local government is implementing measures such as free buses and parking for visitors to manage the influx of tourists and ensure a positive experience [2][3] - Guangde's city officials emphasize the importance of maintaining the momentum of this popularity to support various sectors, including tourism, investment, and cultural development [3] Group 3: Changing Consumer Preferences - There is a noticeable shift in consumer behavior towards experiential and emotional consumption, with a growing demand for unique and local experiences rather than just traditional sightseeing [4] - Younger travelers are increasingly seeking out less mainstream, more distinctive travel experiences that allow them to engage with local culture and daily life [4]

三房巷所属申万行业为：基础化工-化学纤维-涤纶。所属概念板块包括：低价、小盘、节能环保、新材 料、长三角一体化等。 截至9月30日，三房巷股东户数3.52万，较上期减少4.11%；人均流通股110719股，较上期增加4.28%。 2025年1月-9月，三房巷实现营业收入160.07亿元，同比减少12.49%；归母净利润-4.67亿元，同比减少 52.14%。 分红方面，三房巷A股上市后累计派现18.60亿元。近三年，累计派现5.84亿元。 12月3日，三房巷盘中下跌2.10%，截至10:09，报2.33元/股，成交1684.02万元，换手率0.18%，总市值 90.79亿元。 资金流向方面，主力资金净流出285.46万元，大单买入178.29万元，占比10.59%，卖出463.74万元，占 比27.54%。 三房巷今年以来股价涨26.63%，近5个交易日跌1.27%，近20日跌0.85%，近60日涨16.50%。 今年以来三房巷已经7次登上龙虎榜，最近一次登上龙虎榜为11月6日，当日龙虎榜净买入3526.04万 元；买入总计6131.75万元 ，占总成交额比38.50%；卖出总计2605.71万元 ，占总成交 ...

Core Viewpoint - Jiangsu Province is taking significant steps to implement a "mutual recognition" mechanism for ship inspections, marking a key advancement in regional cooperation within the Yangtze River Delta, which is expected to serve as a model for national ship inspection collaboration [1][2] Group 1: Implementation of Mutual Recognition Mechanism - Jiangsu has issued a work plan to fully realize mutual recognition of ship transfer and operational inspections, allowing vessels registered in the province to apply for inspections at any local ship inspection agency [1] - The plan eliminates the need for on-site inspections for vessels transferring within the province, significantly enhancing the efficiency of ship inspection services [1] Group 2: Regional Collaboration and Standardization - Jiangsu is leveraging the Yangtze River Delta ship inspection integration workstations and demonstration points to undertake cross-province operational inspection tasks, promoting a new framework of "unified standards, unified processes, and mutual recognition of results" [1] - This initiative enhances Jiangsu's role as a hub in regional ship inspection collaboration and underscores its commitment to high-quality development in the Yangtze River Delta shipping sector [1] Group 3: Technological Innovation and Service Improvement - In the field of new energy vessels, Jiangsu is actively building regional technical exchange platforms and strengthening green ship technology reserves, showcasing its leading advantages in technological innovation [2] - The province has achieved "one supervision, province-wide recognition" in inspection and testing results, and is promoting mutual recognition cooperation with external agencies to establish a unified and efficient inspection service system [2] - The implementation of the work plan is expected to enhance the ship inspection workforce, optimize the inspection service network, and improve convenience for businesses, contributing to the development of "Water Transport Jiangsu" and high-quality shipping growth [2]

Economic Development and Trade Cooperation - Jiangyin's Party Secretary Shen Qiang led a delegation to Greece and Germany from October 27 to November 1 to enhance economic and trade exchanges, deepen industrial cooperation, and promote Jiangyin's opening-up [1] - On November 6, Jiangyin organized a delegation to Shanghai for investment promotion and to connect with quality resources and industry leaders, aiming to empower new productive forces [1] - A special meeting of the Taizhou Municipal Committee emphasized Jiangyin's role as a key area for reform and opening-up, aiming for high-quality development through major projects and modern infrastructure [1] Port and Transportation Development - Jiangyin Heavy Industry Co., Ltd. manufactured the first steel box girder for the Ningbo-Zhoushan Port project, showcasing its capabilities as a major steel structure production base [2] - Jiangyin is focusing on building a comprehensive transportation hub and enhancing the synergy between port, industry, and trade, with significant projects underway to support this development [2] Strategic Positioning and Infrastructure - Jiangyin is strategically located at the intersection of the Yangtze River Golden Waterway and the Yangtze River Delta Economic Circle, serving as a key node for the Belt and Road Initiative and the Shanghai International Shipping Center [3] - Jiangyin Port, established in 2012 and becoming a major port by 2015, has ranked among the top twenty ports in China by 2023, leveraging its advantages in industrial foundation and port resources [3] Industrial Development and Innovation - Jiangyin is enhancing its industrial ecosystem by focusing on high-end manufacturing, particularly in stainless steel processing, with significant investments and projects underway [5][6] - The city is developing four leading industries and five emerging industries, aiming to create a modern industrial system and establish itself as a new high ground for advanced manufacturing in the Yangtze River Delta [6][7] Regional Integration and Collaboration - Jiangyin is actively promoting regional integration with Suzhou and Shanghai, focusing on collaborative projects and leveraging its manufacturing advantages to enhance innovation and resource sharing [8][9] - The city is implementing cross-river transportation projects to strengthen its connectivity within the Yangtze River Delta, aiming to attract advanced technologies and investments from Shanghai [9]

分红方面，申通快递A股上市后累计派现16.14亿元。近三年，累计派现1.31亿元。 资料显示，申通快递股份有限公司位于上海市青浦区重固镇北青公路6598弄25号，成立日期2001年11月 1日，上市日期2010年9月8日，公司主营业务涉及国内快递、普通货运、货物运输代理、仓储服务、装 卸服务在内的快递物流综合服务。主营业务收入构成为：快递服务收入98.67%，其他业务1.33%。 申通快递所属申万行业为：交通运输-物流-快递。所属概念板块包括：智慧物流、长三角一体化、 MSCI中国、融资融券、大数据等。 截至9月30日，申通快递股东户数4.07万，较上期减少4.36%；人均流通股36082股，较上期增加2.81%。 2025年1月-9月，申通快递实现营业收入385.70亿元，同比增长15.17%；归母净利润7.56亿元，同比增长 15.81%。 12月2日，申通快递盘中下跌2.03%，截至14:13，报14.03元/股，成交1.08亿元，换手率0.52%，总市值 214.77亿元。 资金流向方面，主力资金净流出1548.50万元，特大单买入163.29万元，占比1.52%，卖出1372.54万元， 占比12. ...

Core Viewpoint - Yanghe Co., Ltd. has experienced a significant decline in stock price and financial performance, with a notable drop in revenue and net profit for the first nine months of 2025 [2][3]. Financial Performance - As of September 30, 2025, Yanghe Co., Ltd. reported a revenue of 18.09 billion yuan, a year-on-year decrease of 34.26% [2]. - The net profit attributable to shareholders for the same period was 3.98 billion yuan, down 53.66% year-on-year [2]. - The company's stock price has fallen by 18.63% year-to-date, with a 2.31% decline over the last five trading days and a 9.03% drop over the last 20 days [1]. Shareholder Information - The number of shareholders as of September 30, 2025, was 164,100, a decrease of 13.97% from the previous period [2]. - The average number of circulating shares per shareholder increased by 16.24% to 9,180 shares [2]. Dividend Distribution - Since its A-share listing, Yanghe Co., Ltd. has distributed a total of 56.34 billion yuan in dividends, with 19.66 billion yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included notable entities such as the China Securities Finance Corporation and various ETFs, with changes in their holdings reflecting market dynamics [3].

Core Insights - The Ministry of Commerce and the Ministry of Finance have jointly announced the list of "Pilot Cities for International Consumption Environment Construction," with Shanghai leading the Yangtze River Delta as an international consumption center, while Nanjing and Hangzhou have made their debut on the list [1][3][4] Group 1: Consumption Landscape - Shanghai remains at the top of the consumption hierarchy, with projected international tourism revenue of $11.09 billion in 2024, a growth of 79.3%, and domestic tourism revenue of approximately ¥497.26 billion, a growth of 35.2% [3] - Hangzhou is recognized as the "E-commerce Capital," with online retail sales exceeding ¥1 trillion in 2022, supported by over 128 e-commerce platforms and 1.25 million online stores [3][4] - Nanjing excels in offline shopping districts and cultural scenes, with a focus on revitalizing historical areas and enhancing night economy, leading to a higher density of cultural offerings compared to similar cities [4] Group 2: Absence of Strong Manufacturing Cities - Notable absences from the pilot list include major manufacturing cities like Suzhou, Ningbo, and Wuxi, which, despite their economic strength, have not developed corresponding international consumption environments [5][6] - Suzhou is projected to surpass ¥1 trillion in retail sales in 2024, yet its service sector's contribution to GDP is only about 52.4%, indicating a reliance on manufacturing income rather than a robust consumer market [5][6] - Ningbo and Wuxi also exhibit similar trends, with low inbound tourism numbers and a lack of international consumption experiences, highlighting a disconnect between industrial strength and consumer engagement [5][6] Group 3: Regional Consumption Gradient - The Yangtze River Delta has established a preliminary consumption gradient, with Shanghai at the internationalization peak, followed by Hangzhou and Nanjing as innovation hubs, while Suzhou, Ningbo, and Wuxi lag behind in consumer engagement [6][7] - This entrenched structure may weaken the overall domestic demand potential of the Yangtze River Delta and create new imbalances in urban capabilities and regional roles [6] Group 4: Challenges in Consumption Coordination - Despite advancements in transportation integration, the consumption landscape has not evolved correspondingly, with a lack of clear regional consumption function division [7][8] - The absence of a unified data framework hampers regional collaboration, as cities rely on disparate data sources, leading to a fragmented understanding of consumer behavior across the region [8] Group 5: Recommendations for Regional Benefits - To transform the pilot cities' advantages into regional benefits, it is essential to address institutional shortcomings and establish unified standards for cross-city operations [9][10] - Shanghai should continue to serve as a global entry point, while Nanjing and Hangzhou can focus on cultural and digital consumption experiences, respectively, to create a cohesive regional consumption ecosystem [9][10] - Developing a regional consumption big data platform could enhance policy precision and foster sustainable cross-city consumption habits [10]

Core Viewpoint - Dongfang Caifu's stock price has experienced a decline of 12.19% year-to-date, with significant drops in recent trading periods, indicating potential challenges in market performance and investor sentiment [1]. Financial Performance - For the period from January to September 2025, Dongfang Caifu reported a revenue of 11.589 billion yuan, representing a year-on-year growth of 58.67%. The net profit attributable to shareholders was 9.097 billion yuan, reflecting a year-on-year increase of 50.57% [2]. - Cumulatively, the company has distributed 4.818 billion yuan in dividends since its A-share listing, with 2.504 billion yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Dongfang Caifu was 1.0139 million, a decrease of 8.84% from the previous period. The average number of circulating shares per shareholder increased by 9.70% to 13,193 shares [2]. - The top circulating shareholders include Hong Kong Central Clearing Limited, holding 540 million shares (an increase of 55.5162 million shares), and Guotai Junan CSI All-Share Securities Company ETF, holding 327 million shares (an increase of 132 million shares) [3].

Core Viewpoint - Tianwei Technology's stock price has shown fluctuations, with a year-to-date increase of 31.03%, but a recent decline over the past 20 days, indicating potential volatility in investor sentiment [1][2]. Company Overview - Jiangsu Tianwei Technology Co., Ltd. specializes in the research, production, and sales of nano-scale carbon materials, with a primary revenue source from carbon nanotube conductive pastes, accounting for 98.04% of its business [1]. - The company was established on January 6, 2011, and went public on September 25, 2019 [1]. Financial Performance - For the period from January to September 2025, Tianwei Technology reported a revenue of 1 billion yuan, a year-on-year decrease of 3.79%, while the net profit attributable to shareholders was 196 million yuan, reflecting a year-on-year increase of 7.39% [2]. - Cumulatively, the company has distributed 244 million yuan in dividends since its A-share listing, with 179 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 3.63% to 24,700, with an average of 13,949 circulating shares per person, a decrease of 3.50% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the eighth largest shareholder, holding 3.91 million shares, and Jiashi New Energy Materials Stock A as the tenth largest, holding 3.16 million shares [3]. Market Activity - On December 2, Tianwei Technology's stock price fell by 2.03% to 50.66 yuan per share, with a trading volume of 142 million yuan and a turnover rate of 0.76% [1]. - The stock experienced a net outflow of 21.17 million yuan from major funds, with significant selling pressure observed [1].