Group 1 - The 10th World Internet of Things Conference was held in Beijing, focusing on the theme of "New Economy of Connected Intelligence, New Era of Smart Society," highlighting the transformative value of IoT technology in connecting the physical and digital worlds [2] - The conference introduced a new concept that "IoT represents a wisdom revolution," aiming to innovate a new economic model and top-level architecture for IoT, guiding industry development [2] - The conference featured a summit for the World IoT 500, announcing the list of companies included in the 2025 World IoT 500 rankings, with Inka Electronics recognized for its innovation in the forestry and grassland sector, ranking 87th on the potential list [7] Group 2 - The World IoT 500 rankings are a globally influential authority on IoT digital economy, with the GDP of the top 500 companies accounting for a significant portion of the global economy, driving innovation and transformation towards a connected digital economy [9] - The conference also launched a new advanced digital economy model, releasing a declaration on global IoT digital economy and social development, which serves as a reference for governments and enterprises in their digital economic innovation [11] - Key areas discussed included infrastructure construction, education accessibility, transportation upgrades, medical innovation, energy transition, and e-commerce empowerment, emphasizing the importance of international cooperation in building a "community of shared future for mankind" [4]

Core Insights - The digital economy theme index has seen a decline of 0.64% as of December 2, 2025, with specific stocks like Tuojing Technology leading gains while Nasta led losses [1] - The first Global Internet of Things Conference highlighted the rapid growth of the digital economy, projected to exceed $40 trillion this year, with a global IoT connection forecast to surpass 30 billion [2] - The digital economy ETF closely tracks the digital economy theme index, focusing on companies with high digitalization levels [3] Market Performance - The digital economy ETF (560800) experienced a turnover of 0.88% with a transaction volume of 5.6556 million yuan, and its scale increased by 9.5608 million yuan over the past week [1] - In the last 21 trading days, there were 11 days of net inflow totaling 14.7958 million yuan, indicating strong investor interest [1] Industry Trends - The digital economy is growing at an annual rate of 8%, with China's digital economy expected to exceed 80 trillion yuan, supported by over 1.2 million companies meeting advanced digital economy conditions [2] - The AI industry is showing robust growth, with a leading global AI company exceeding revenue expectations for Q3 and providing optimistic guidance for Q4, reflecting strong demand for AI computing power [2] Key Stocks - The top ten weighted stocks in the digital economy theme index account for 54.6% of the index, with companies like Dongfang Wealth, Cambricon, and SMIC among the leaders [3][4]

日前，电子元器件和集成电路国际交易中心华东分中心在鼓楼揭牌，相关产业供需对接会同步举 行，标志着电子元器件和集成电路国际交易中心正式扎根南京，成为我市集成电路产业生态中的"关键 拼图"。中国电子也成为鼓楼区"央企矩阵"中的新晋成员。 当前，数字技术正以前所未有的速度引领产业变革，电子元器件与集成电路则是数字经济的"核心 基石"。而电子元器件和集成电路国际交易中心，为全球电子信息产业搭建了一座高效便捷的"桥梁"。据 了解，电子元器件交易中心由工业和信息化部、国家发展改革委、商务部三部委联合批准设立，由中国 电子和深圳市投资控股有限公司领衔，联合11家央企、国企和民企共同设立，肩负着打造万亿级国际 交易中心使命。 南京是全国集成电路产业的承载地，始终将这一战略性产业置于发展全局的核心位置。而鼓楼集聚 了铌奥光电、阳晓电子等一批集成电路领域新锐企业。电子元器件和集成电路国际交易中心华东分中心 选择鼓楼，是一场产业禀赋与区域优势的深度共振。 电子元器件华东分中心成立后，将立足南京、辐射江苏、服务华东，聚焦电力、汽车、计算机及通 信领域，为行业提供用户集采、尾料竞拍、询比价、数智服务等高效安全的供应链服务；同时，华东分 ...

Core Viewpoint - The stock of Deepin Technology Co., Ltd. has experienced fluctuations, with a year-to-date increase of 99.19% but a recent decline in the last 5, 20, and 60 trading days [1] Financial Performance - For the period from January to September 2025, Deepin Technology achieved a revenue of 5.125 billion yuan, representing a year-on-year growth of 10.62%. The net profit attributable to shareholders was -80.56 million yuan, showing an increase of 86.10% compared to the previous year [2] Stock Market Activity - As of December 2, the stock price of Deepin Technology was 114.21 yuan per share, with a trading volume of 196 million yuan and a turnover rate of 0.61%. The total market capitalization stood at 48.04 billion yuan [1] - The stock has seen a net inflow of 6.60 million yuan from main funds, with significant buying and selling activities recorded [1] Shareholder Information - As of September 30, 2025, the number of shareholders for Deepin Technology was 30,900, an increase of 11.92% from the previous period. The average number of circulating shares per person was 9,008, a decrease of 10.65% [2] - The company has distributed a total of 297 million yuan in dividends since its A-share listing, with 47.07 million yuan distributed in the last three years [3] Institutional Holdings - As of September 30, 2025, major shareholders included Hong Kong Central Clearing Limited, which held 12.95 million shares, a decrease of 460,400 shares from the previous period. Other notable shareholders also saw reductions in their holdings [3]

12月2日，每日互动盘中下跌2.05%，截至09:39，报35.75元/股，成交4.02亿元，换手率3.09%，总市值 141.12亿元。 资金流向方面，主力资金净流出4522.64万元，特大单买入1947.73万元，占比4.85%，卖出5679.60万 元，占比14.14%；大单买入9569.54万元，占比23.82%，卖出1.04亿元，占比25.78%。 每日互动今年以来股价涨144.70%，近5个交易日涨1.71%，近20日跌3.01%，近60日跌19.50%。 今年以来每日互动已经16次登上龙虎榜，最近一次登上龙虎榜为8月22日，当日龙虎榜净买入-7386.68 万元；买入总计4.11亿元 ，占总成交额比6.31%；卖出总计4.85亿元 ，占总成交额比7.45%。 资料显示，每日互动股份有限公司位于浙江省杭州市西湖区荆大路100号每日金座南楼，成立日期2010 年12月7日，上市日期2019年3月25日，公司主营业务涉及基于大数据的移动互联网综合服务提供商,主 要利用大数据能力提供面向移动应用开发者的技术服务、面向广告主的移动互联网营销服务,以及面向 其他垂直领域客户的数据服务。主营业务收入构成为：数 ...

【智通财经12月2日早间新闻精选】 1、外交部发言人林剑12月1日表示，在大是大非问题上，日本不要 妄想蒙混过关。我们敦促日方以史为鉴，深刻反省，严肃对待中方要求，老老实实收回错误言论，以实 际行动体现对中方的政治承诺。 2、根据俄罗斯总统普京当天签署的命令，中国公民至2026年9月14日 （含14日）前可免签证以旅游和商务目的前往俄罗斯。免签天数为30天。 3、美联储表示，出于对"利 率高企、承保标准收紧及商业地产价值下降"的担忧正密切关注社区和地区性银行的相关投资组合，因 这些因素可能影响借款人再融资或还清贷款的能力。 4、市场监管总局批准由中国测试技术研究院研制 的全球首个猪Ⅰ型胶原蛋白纯度国家标准物质——"端肽修饰型猪Ⅰ型胶原蛋白纯度标准物质"，标志着 我国在大分子蛋白精准测量领域取得重要技术突破。 5、克而瑞地产研究发布《2025年11月中国房地产 市场分析月报》。数据显示，11月，房企推盘积极性小幅回升，30个重点城市11月预期新增供应669万 平方米，环比增长16%。一线城市中广州阶段性放量，环比翻番。 6、昨日，DeepSeek发布两个正式版 模型：DeepSeek-V3.2和DeepSeek ...

Core Viewpoint - Foreign institutions are increasingly optimistic about Chinese stocks, projecting a rise in A-share earnings growth from 6% in 2023 to 8% in 2026, driven by macroeconomic policies and market dynamics [1][2]. Group 1: Earnings Growth and Market Outlook - UBS forecasts that the overall A-share earnings growth will increase to 8% by 2026, supported by improved nominal GDP growth and narrowing PPI declines [2]. - Morgan Stanley highlights that Chinese stocks have room for moderate upward movement, given stable valuations and mild earnings growth [1][4]. - The International Financial Association reports that foreign capital inflow into the Chinese stock market reached $50.6 billion in the first ten months of 2025, significantly surpassing the $11.4 billion for the entire year of 2024 [4][5]. Group 2: Investment Themes and Sector Preferences - Key investment themes for 2026 include technological self-reliance, consumer spending recovery, and the ongoing "anti-involution" trend, which is expected to enhance profit margins [3]. - Growth style is anticipated to outperform value style in the mid-term, while cyclical stocks may outperform defensive stocks due to improving industrial profits [3]. - Morgan Stanley has raised its target for the CSI 300 index to 4,840 points for December 2026, indicating a positive outlook for high-quality internet and technology stocks [5]. Group 3: Capital Flows and Market Sentiment - Recent data shows significant inflows from both domestic and foreign investors, with foreign capital inflows of $2.257 billion and domestic inflows of $3.041 billion in the past week [5]. - Morgan Stanley and JPMorgan have upgraded their ratings on Chinese stocks to "overweight," citing attractive entry points following recent market corrections and potential for strong performance driven by AI adoption and consumer stimulus [5][6].

（原标题：专访英中贸易协会主席：中英经济高度互补，大湾区成合作新高地） 英中贸易协会是英国促进对华贸易和投资的国家级商业贸易网络。协会成立于1954年，与中国的联系超 过70多年。目前，英中贸易协会服务近千家会员公司，在英国和中国的大部分地区拥有专业服务团队。 英中贸易协会的现有会员企业中，约15%是中资企业。展望未来，吴思田表示，英中贸易协会将继续服 务会员企业拓展业务和增加盈利，"我的目标就是让所有会员企业取得更大的商业成功，就是如此简 单。" 建设健康稳固的经贸关系 《21世纪》：你拥有丰富的外交与商业经验，曾担任英国驻华大使，现为施罗德投资集团中国事务主 席。这些经历如何塑造了你在推动中英双边贸易与投资方面的愿景？ 南方财经 21世纪经济报道记者 袁思杰 深圳报道 "在今后中国的发展进程中，中英两国的经济结构正展现出高度的互补特征。"英中贸易协会新任主席、 前英国驻华大使吴思田(Sebastian Wood)对记者表示。 11月20日，由英中贸易协会主办的2025英国-粤港澳大湾区大会在深圳前海举行。论坛间隙，吴思田接 受了21世纪经济报道记者的专访，就中英经贸关系、中国市场和粤港澳大湾区发展机遇等话 ...

Core Viewpoint - High-quality development is the primary task for building a modern socialist country, and efficient governance is the institutional guarantee and key to achieving high-quality development [1][2]. Understanding the Internal Relationship between Development and Governance - High-quality development embodies innovation, coordination, green, openness, and sharing, while efficient governance emphasizes modern governance under the Party's comprehensive leadership [2][3]. - High-quality development and efficient governance are interdependent and mutually reinforcing, where the absence of one undermines the other [2][3]. Unified Relationship of Mutual Promotion - High-quality development requires higher productivity, while efficient governance focuses on optimizing resource allocation and social operation rules [3]. - Efficient governance provides a solid foundation for high-quality development, especially during economic transitions, by creating a fair competitive market and stable social environment [3]. - The demands of high-quality development push for continuous optimization and upgrading of governance capabilities and systems [3]. Dynamic Adaptation of Collaborative Transformation - Efficient governance injects stability and new momentum into high-quality development through institutional innovation [4]. - High-quality development drives the governance system to respond and transform in real-time, promoting a positive cycle between institutional supply and development momentum [4]. Coordinated Progress through Positive Interaction - Efficient governance provides the institutional basis for sustainable high-quality development, creating a cycle of coordinated progress [5][6]. - The process of high-quality development enhances governance capabilities, leading to a more scientific, legal, and intelligent governance approach [5][6]. Strategic Pathways and Key Tasks - The 14th Five-Year Plan emphasizes enhancing high-quality development through efficient governance, requiring top-level design, resource optimization, and feedback mechanisms [7][8]. Strengthening Top-Level Design - A systematic approach is necessary for promoting high-quality development and efficient governance, focusing on strategic planning and legal guarantees [8]. Optimizing Resource Allocation - Efficient governance aims to break down barriers to resource flow and guide rational allocation, supporting the development of new productive forces [9]. Promoting Digital Empowerment - The integration of digital technologies into governance enhances decision-making and policy execution, creating a sustainable growth engine for high-quality development [10]. Improving Feedback Mechanisms - Establishing a robust feedback mechanism is essential for identifying and responding to new demands in the high-quality development process [11].

Core Viewpoint - The Ministry of Industry and Information Technology has initiated the creation of national emerging industry development demonstration bases, aiming to establish around 100 park-type and 1,000 enterprise-type bases by 2035 to support the development of emerging industries and enhance economic growth [1] Group 1: Emerging Industry Development - China's emerging industries exhibit significant characteristics such as innovation-driven growth, industrial clustering, deep integration of multiple chains, and sustainable development [2] - The development model combines "national coordination + local characteristics" and "emerging industry rise + traditional industry upgrade," achieving deep integration of innovation, industry, finance, and talent chains [2] - The recent government plans emphasize large-scale application demonstrations of new technologies and products, accelerating the scale development of emerging industries [2] Group 2: Challenges and Solutions - Despite progress, challenges remain, including insufficient core technology support, lack of motivation for international market expansion, and a shortage of high-end talent [3] - To enhance international competitiveness, a focus on technological innovation is essential, including strengthening basic scientific research and original innovation [3] - Collaboration across departments is necessary to support enterprises, universities, and research institutions in improving the conversion rate of scientific achievements [3] Group 3: International Market Expansion - There is a need to promote the expansion of emerging industries into international markets, particularly in regions like the Belt and Road countries, the Middle East, and Africa [4] - Establishing production bases and cross-border cooperation platforms tailored to local needs can enhance market penetration and international recognition [4] Group 4: Talent Development - A talent cultivation mechanism should be established to align educational content with industry needs, focusing on different development stages of emerging industries [4] - Promoting collaboration between educational institutions and enterprises can help adjust professional settings according to market demands and enhance the skill levels of the workforce [4]