Industry News - The Ministry of Finance and the State Administration of Taxation announced that tobacco companies will not be allowed to deduct advertising and promotional expenses from taxable income from January 1, 2026, to December 31, 2027 [3] - The People's Bank of China has introduced a plan to strengthen the management and service system for digital RMB, which will start paying interest on wallet balances at the rate of current deposits from January 1, 2026, marking a transition from "digital cash" to "digital deposit currency" [3] - The China Chain Store and Franchise Association reported that the market size of on-site food sales in supermarkets has exceeded 100 billion yuan [3] - The Asset Management Association of China reported that the total scale of public funds reached 37.02 trillion yuan by the end of November 2025, marking the eighth historical high this year [3] - The Southern Power Grid announced that the last unit of the pumped storage power station in Nanning, Guangxi, was put into operation on December 29, 2025, marking the full completion of Guangxi's first pumped storage power station [3] Company News - Ganfeng Lithium announced that it has been transferred to the procuratorate for prosecution due to suspected insider trading [5] - Kweichow Moutai announced that its controlling shareholder, Moutai Group, has completed a share buyback plan amounting to 3 billion yuan, with no increase in the market supply of Moutai 1935 in 2026 [6][6] - Longpan Technology announced that its subsidiary will reduce production for maintenance on some lithium iron phosphate production lines starting January 1, 2026 [6] - Unigroup Guowei announced plans to acquire controlling or all equity of Ruineng Semiconductor, with stock suspension [6] - ST Panda announced that it has been investigated by the China Securities Regulatory Commission for suspected violations of information disclosure [6] - Haisheng Pharmaceutical announced that its invested company has completed the first patient enrollment for the Phase II clinical trial of the innovative drug NWRD06, targeting a specific liver cancer marker [6] - Tianjian Technology expects a negative net profit for 2025 and revenue below 300 million yuan, which may lead to a delisting risk warning [6] - Tianpu Co. announced no plans to engage in artificial intelligence-related business and has not signed any framework cooperation agreements with shareholders [6] - Guodian Power announced a joint investment with CATL in the Dadu River Danba Hydropower Station project, with a total dynamic investment of 15.273 billion yuan [6] - Hongwei Technology signed a strategic cooperation agreement with a leading domestic company in the transmission field to jointly research GaN power semiconductor devices [6] - 吉祥航空 plans to purchase 25 Airbus A320 series aircraft for 4.1 billion USD, with delivery scheduled between 2028 and 2032 [6][6] - Spring Airlines plans to purchase 30 Airbus A320neo series aircraft for no more than 4.128 billion USD [6][6] - Huazhi Co. announced the termination of the acquisition of 51% of Zhongke Huilian [6] - Wenkong Energy announced a stock suspension for investigation due to significant short-term price increases [6] - Roman Co. signed a contract for a computing power service project worth approximately 156 million yuan [6] - International Composite announced plans to invest 1.693 billion yuan in a project to produce 36 million meters of high-frequency high-speed electronic fiber cloth annually [6]

1、中柬泰三方抚仙会晤新闻公报发布。新闻公报称，2025年12月28日至29日，中柬泰外长和三国军队部门负责人在中国云南玉溪抚仙湖举行会晤。中 方欢迎柬泰12月27日边界总委员会第3次特别会议签署停火联合声明。三方强调，这符合柬泰两国人民的根本和长远利益，释放了正面积极信号，有利 于地区和平稳定，充分表明对话协商是解决复杂争端的现实有效途径。 2、国务院关税税则委员会发布《2026年关税调整方案》，将自2026年1月1日起实施。为增强国内国际两个市场两种资源的联动效应，扩大优质商品供 给，2026年对935项商品实施低于最惠国税率的进口暂定税率。 | | | | | 12月30日 交易提示 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 项目 | 代码简称 发行价 | | 市盘率 | 参考行业 市盈率 | 参考行业 | 总市值 | 主营 聚乙烯醇(PVA)、特种纤维、醋酸 | | 新股上市 | 双欣坏保 001369 | 6.85 | 16. 19 | 28. 75 | 化学原料和 化学制品制 造业 | 78.57亿 | 乙烯(VAC)、 ...

Company News - Ganfeng Lithium announced that it has been transferred to the procuratorial organ for review and prosecution due to suspected insider trading [6] - Kweichow Moutai announced that its controlling shareholder, Moutai Group, has cumulatively increased its stake in the company by 3 billion yuan, and this increase plan has been completed. The management stated that the market supply of Moutai 1935 will not increase in 2026 [6] - Longpan Technology announced that some production lines for lithium iron phosphate will undergo maintenance and reduction [7] - Unigroup Guowei announced plans to acquire controlling or all equity of Ruineng Semiconductor, with stock suspension [8] - ST Panda announced that it is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure [9] - Haisheng Pharmaceutical announced that its invested company, innovative drug NWRD06 injection, has completed the enrollment of the first subject in Phase II clinical trials, marking the first treatment nucleic acid drug targeting liver cancer-specific target GPC3 to enter Phase II clinical stage globally [9] - Tianjian Technology announced that it expects a negative net profit for 2025 and operating income below 300 million yuan, which may lead to a delisting risk warning [10] - Tianpu Co., Ltd. announced that it has no plans to engage in artificial intelligence-related business and has not signed any framework cooperation agreements with shareholders. It also announced the early convening of a board of directors election [10] - Guodian Power announced that its subsidiary will jointly invest in the Dadu River Danba Hydropower Station project with CATL and others, with a total dynamic investment of 15.273 billion yuan [10] - Hongwei Technology announced a strategic cooperation agreement with a leading domestic company in the transmission field, focusing on joint research on gallium nitride (GaN) power semiconductor devices [10] Industry News - The Ministry of Finance and the State Administration of Taxation announced that tobacco companies' advertising and business promotion expenses will not be deductible when calculating taxable income, effective from January 1, 2026, to December 31, 2027 [4] - The People's Bank of China has issued an action plan to further strengthen the management service system and related financial infrastructure for digital renminbi, which will start paying interest on digital renminbi wallet balances at the rate of current deposits from January 1, 2026 [4] - The China Chain Store and Franchise Association reported that the market size of on-site food sales in supermarkets has exceeded 100 billion yuan [4] - The Asset Management Association of China reported that as of the end of November 2025, the total scale of public funds in China reached 37.02 trillion yuan, marking the eighth historical high this year [4] - The Guangxi Power Grid Company announced that the last unit of the pumped storage power station in Nanning, Guangxi, was put into operation on December 29, marking the full completion of Guangxi's first pumped storage power station [4]

2006年，梁志威参与珠海航展。 梁志威(右)在进行安全巡查。 小档案 梁志威，1975年，出生在珠海南溪村，毕业于珠海财贸学校。2004年放下银行职员的"算盘"，成为中国 航展的一名普通网络技术员。20多年过去了，珠海成了广东省推动低空经济高质量发展"三核"之一，拥 有2个A1类通用机场、4个备案通用机场、多个起降点和通航飞行服务站。一个人的职业年轮，与一座 特区的产业跃迁，在此紧密咬合、共同旋转。 2004年，银行职员梁志威放下"算盘"，成为中国航展的一名普通网络技术员。 18岁那年，梁志威从珠海财贸学校毕业，顺理成章地端起了那个时代的"铁饭碗"，进入建设银行珠海分 行。在信用卡业务刚刚萌芽的岁月里，他成了最早的"拓荒牛"之一，亲历了从手写压单、电话核对授 权，到系统全国联网的完整进化史。十余年摸爬滚打，他从柜台后的会计员，一路稳稳地做到了部门管 理层。 2004年，一则航展公司招聘网络技术人才的消息，让他心动手痒。"珠海航展，名气大，意义更不 同。"凭着自学攒下的电脑技术，他心里那股想闯一闯新天地的劲儿被勾了起来。在家人的支持下，他 做出了一个让旁人讶异的决定：放下银行的"算盘"，走向充满挑战的航展"云 ...

Macroeconomic News - The State Council Tariff Commission announced adjustments to import tariff rates for certain goods, effective January 1, 2026, with 935 items to be subject to provisional import tariff rates lower than the most-favored-nation rates [4] - From January to November, the total operating revenue of state-owned and state-controlled enterprises reached 7,562.576 billion yuan, a year-on-year increase of 1% [4] - The total profit of state-owned enterprises during the same period was 371.945 billion yuan, a year-on-year decrease of 3.1% [4] - The State Administration for Market Regulation outlined key tasks for 2026, focusing on fair competition governance and enhancing market entry and exit systems [4] Industry News - The Ministry of Finance and the State Administration of Taxation announced that tobacco companies will not be allowed to deduct advertising and promotional expenses from taxable income from January 1, 2026, to December 31, 2027 [5] - The People's Bank of China has introduced a plan to strengthen the digital yuan management service system, allowing digital yuan wallet balances to earn interest starting January 1, 2026 [5] - The China Chain Store and Franchise Association reported that the market size for on-site food sales in supermarkets has surpassed 100 billion yuan [5] Company News - Ganfeng Lithium announced that it has been transferred to the procuratorial organ for review and prosecution due to suspected insider trading [7] - Kweichow Moutai's controlling shareholder, Moutai Group, has completed a share buyback plan totaling 3 billion yuan [7] - Longpan Technology announced a reduction in production for some lithium iron phosphate production lines for maintenance [7] - Unigroup Guowei plans to acquire controlling or full ownership of Ruineng Semiconductor, with stock trading suspended [7] - *ST Panda has been investigated by the China Securities Regulatory Commission for suspected violations of information disclosure [7] - Haisheng Pharmaceutical announced that its invested company has completed the enrollment of the first subject in Phase II clinical trials for a new drug targeting liver cancer [7] - Tianjian Technology expects a negative net profit for 2025 and revenue below 300 million yuan, which may lead to a delisting risk warning [7] - Tianpu Co. announced no plans for artificial intelligence-related business and has not signed any framework cooperation agreements with shareholders [7] - Guodian Power announced a joint investment with CATL in the Dadu River Danba Hydropower Station project, with a total dynamic investment of 15.273 billion yuan [7]

今日提示 ·中国气象局定于12月30日（周二）召开2026年1月新闻发布会，发布《全球气象发展报告2025》等内 容，并回答记者提问。 ·2025中国绿氢产业大会在北京举行。 ·天箭科技（002977）公告显示，公司预计调减当期营业收入约2.56亿元，预计影响归属于上市公司股东 的当期净利润约为-2.09亿元。根据相关规定，公司预计2025年度扣非净利润为负且扣除后营业收入低 于3亿元，公司股票交易可能被实施退市风险警示。 ·赣锋锂业公告，公司于2025年12月29日收到宜春市公安局的移送起诉告知书，因涉嫌内幕交易罪单位 犯罪，案件已移送检察机关审查起诉。该事项系在江西证监局行政处罚的基础上，依法开展的后续正常 司法程序。 上证精选 ·财政部、税务总局就广告费和业务宣传费支出税前扣除有关事项发布公告，烟草企业的烟草广告费和 业务宣传费支出，一律不得在计算应纳税所得额时扣除。 ·财政部数据显示，1—11月国有企业营业总收入756257.6亿元，同比增长1.0%；1—11月国有企业利润 总额37194.5亿元，同比下降3.1%；1—11月国有企业应交税费52803.0亿元，同比增长0.2%。 ·上海市商务委员会等 ...

2025年第三季度，天箭科技业绩进一步恶化。第三季度，公司营收仅1141.35万元，同比下降71.23%；归母净利润为-1898.02万元，同比大幅下滑。 天箭科技成立于2005年3月，2020年在深交所挂牌上市。公司专业从事高波段、大功率固态微波前端研发、生产和销售，产品已广泛应用于雷达系统、卫 星通信、测控等领域。 12月29日晚间，天箭科技（证券代码：002977）发布一则重大风险提示公告，被投资者形容为"平地一声雷"。公告直言，因相关军品价格调整，公司预计 2025年度扣非归母净利润将为负值，且扣除后营业收入低于3亿元。 这意味着，在公司2025年年度报告披露后，其股票交易可能被实施退市风险警示，股票简称前将冠以"*ST"字样。 公告显示，天箭科技相关军品于2025年度进行了价格审核，并与相关客户协调签订了《军品价格调整补充协议》。 根据会计政策要求，公司需对已确认营业收入进行调整。初步测算显示，此次调整将调减当期营业收入约2.56亿元，影响归属于上市公司股东的当期净利 润约-2.01亿元。 尤为引人注目的是，本次价格调整共涉及3项型号产品，影响会计周期最长达11年。这一长期追溯调整直接导致公司业绩触 ...

1. 贵金属市场遭遇"黑色星期一"。 周一现货白银亚市早盘历史首次突破80美元/盎司关口，并迅速冲高逼近84美元关口，涨幅接近6%。 但随后行情急转 直下，纽约市场盘中一度大跌超11%。白银跳水带动其他贵金属同步下挫，现货钯金一度暴跌17%，现货铂金跌15%，现货黄金跌超5%。 国内铂金、钯 金双双封跌停；沪银尾盘跳水，回吐全部日内10%涨幅， 夜盘进一步下跌8.74%；沪金收盘跌近1%，夜盘进一步下跌4%。 COMEX黄金期货收跌4.45%报 4350.2美元/盎司，COMEX白银期货收跌7.2%报71.64美元/盎司。 2. 中国将成为首个为央行数字货币计息的经济体。中国人民银行出台数字人民币行动方案，新一代数字人民币计量框架、管理体系、运行机制和生态体系 将于2026年1月1日正式启动实施。 届时，数字人民币钱包余额将按照活期存款计付利息，数字人民币将从"数字现金时代"迈入"数字存款货币"时代。 1. 12月29日开始，中国人民解放军东部战区组织陆军、海军、空军、火箭军等兵力，位台湾海峡、台岛北部、台岛西南、台岛东南、台岛以东等区域，组 织"正义使命-2025"演习， 重点演练海空战备警巡、夺取综合制权 ...

Group 1 - The core viewpoint of the articles highlights the positive trajectory of China's economy in 2025, characterized by key terms that reflect industrial upgrades, consumption recovery, and improvements in people's livelihoods [1][2] - Key terms such as "artificial intelligence," "China Travel," and "silver economy" illustrate the ongoing technological innovations and their impact on high-quality economic development [1] - The concept of "dual circulation" is emphasized, showcasing the synergy between domestic and international markets, with examples like LABUBU and the "Nezha" film series driving cultural exports and consumer enthusiasm [1] Group 2 - The "silver economy" is represented through initiatives like senior tourism trains and entertainment tailored for the elderly, enhancing the quality of life for older generations [2] - New job roles such as drone flight planners and professional organizers are emerging, revitalizing the employment market and reflecting the adaptability of the economy [2] - The articles underscore the balance between economic growth and improving people's livelihoods, with policies aimed at making consumer goods more affordable and enriching leisure experiences [2]

◎记者 费天元 12月29日，A股三大股指走势分化，银行、石油石化等权重板块领涨，带动沪指延续强势。 中信建投期货贵金属首席分析师王彦青向上海证券报记者表示，近期上期所发布风险提示并多次调整相 关合约风控参数，主要原因在于贵金属与有色金属短期大幅上涨，市场波动加剧，市场风险显著增加。 从基本面来看，短期贵金属与有色金属的影响因素并无显著变化，市场虽有"去美元化"等长线利多因素 存在，但短期且快速的上涨显然过分交易了长期的利多因素。投资者应理性参与相关品种。 人形机器人概念昨日也掀涨停潮，零部件、PEEK材料等细分方向涨幅居前，步科股份、天奇股份、模 塑科技、五洲新春等多股涨停。 消息面上，12月26日，工业和信息化部人形机器人与具身智能标准化技术委员会成立会议在北京举行。 昨日，此前处于高位的贵金属板块宽幅震荡。截至收盘，申万贵金属指数下跌1.80%，板块内个股分化 剧烈：湖南白银盘中一度涨停，收盘上涨7.22%；晓程科技大跌6.55%，山东黄金、中金黄金等跌超 2%。 商业航天板块指数日K线图 张大伟 制图 上海期货交易所白银期货价格昨日巨震，主力合约AG2602早盘一度涨超10%，最高触及19998元/千 ...