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和讯投顾贺梦怡:周末有哪些消息可能影响下周走势
Sou Hu Cai Jing· 2025-11-30 06:12
第三创业板50ETF在泰国证券交易所上市,自登陆欧洲主要市场以后进一步拓展东南亚,该基金主要覆 盖人工智能医药以及新能源,也显示了海外投资者对我国核心科技资产的信赖。 周末消息,和讯投顾贺梦怡表示,11月投放专项债5,000亿,投资方向主要集中在数字经济、集成电 路、新能源电池、智能制造、农产品仓储物流、数字化升级、低空经济、电网、水利等区域。 第二提醒人形机器人行业存在过热风险,目前行业内已经有超过150家的人形机器人厂家,并且半数以 上为初创以及跨行企业。 ...
12月投资日历|2025“余额”已不足,重磅会议领衔年末“超级窗口”
Sou Hu Cai Jing· 2025-11-30 03:48
Group 1 - The political landscape in China is set to witness several important meetings, including the Political Bureau meeting, Central Economic Work Conference, and others, which will provide significant insights for investment strategies [2] - A delegation of Chinese entrepreneurs will visit the United States, organized by the China Council for the Promotion of International Trade, indicating a focus on international business relations [2] Group 2 - The "Artificial Intelligence+" Industry Ecosystem Conference will take place from December 1 to 3 in Beijing, focusing on the theme "Intelligent Empowerment and Ecological Resonance" [3] - The China Shipping Development Conference 2025 is scheduled for December 2 to 3 in Shanghai, expected to attract over 250 representatives from the global shipping development ecosystem [5] Group 3 - Muxi Integrated Circuit (Shanghai) Co., Ltd. plans to launch its IPO on December 5, aiming to raise 3.904 billion yuan for projects related to high-performance GPUs and AI technology [6] - The 8th Big Data Application Practice Conference will be held on December 2 in Ya'an, focusing on building a new ecosystem for computing power applications [7] Group 4 - The 22nd World Wind Energy Conference will occur from December 3 to 5 in Shantou, gathering experts to discuss policies, technologies, and market trends in renewable energy [10] - The 2025 China Pharmaceutical High-Quality Development Conference will take place from December 5 to 7 in Shijiazhuang, focusing on new production capabilities and industry collaboration [17] Group 5 - The 2025 China Automotive Software Conference will be held on December 15 to 16 in Shanghai, addressing cutting-edge technologies and standards in the automotive software sector [27] - The 2025 Global Smart Machinery and Electronic Products Expo will occur from December 4 to 6 in Macau and Zhuhai, showcasing innovations in smart machinery [16]
首个“双万亿区”城市,或在明年出现
Sou Hu Cai Jing· 2025-11-30 01:42
Core Insights - By the end of 2024, 27 cities in China will join the "trillion club," with Shanghai's Pudong New Area and Beijing's Haidian District being the first to surpass a GDP of one trillion [1] - The next candidates for this milestone are Shenzhen's Nanshan District and Beijing's Chaoyang District, both projected to exceed 900 billion in GDP by the end of 2024 [1] - Chaoyang District aims to surpass one trillion in GDP by 2026, potentially making Beijing the first city with two trillion districts [1] Economic Structure - Chaoyang's economy is heavily reliant on the service sector, with the tertiary industry accounting for over 95% of its GDP [3][4] - The district's three-industry structure is 0.03:4.66:95.31, which is 10 percentage points higher than the overall Beijing average [4] - The service sector's contribution to Chaoyang's GDP is significant, with its value added accounting for 20.7% of the city's total [4] Growth Trends - Chaoyang has shown stable GDP growth over the past five years, with growth rates of 6.1%, -1.9%, 7.5%, 0.7%, 5.5%, and 5.0% from 2019 to 2024 [5] - The district's GDP growth for the first three quarters of 2025 is reported at 5.3% [5] Internationalization - Chaoyang serves as a key international hub, hosting nearly 100% of foreign embassies in Beijing and a significant portion of international organizations and businesses [6] - This international presence supports a diversified industrial structure dominated by finance, leasing, and business services [7] Technological Innovation - The district is experiencing rapid growth in technology-driven enterprises, with over 30% of new businesses in 2024 being tech-oriented [9] - Fixed asset investment in scientific research and technical services increased by 3.7 times compared to the previous year [9] Economic Challenges - Despite growth in finance and information sectors, Chaoyang faced a decline in retail sales and foreign trade, with a 4.1% drop in retail sales in 2024 [10] - The total import and export volume also decreased by 3.0% in 2024 [10] Policy and Strategic Focus - Beijing's "14th Five-Year Plan" emphasizes becoming a global benchmark for digital economy and high-precision industries [13][14] - The plan includes developing new industries such as artificial intelligence and green energy, aiming to create trillion-level industry clusters [16] Future Outlook - Chaoyang's digital infrastructure supports various industries, including international business, digital content, and financial technology, positioning it for future growth [17] - The district is expected to provide fertile ground for numerous enterprises seeking growth opportunities [18]
专访丨区域合作在动荡中更显重要——访博鳌亚洲论坛秘书长张军
Xin Hua She· 2025-11-30 01:31
新华社利雅得11月29日电 专访|区域合作在动荡中更显重要——访博鳌亚洲论坛秘书长张军 新华社记者罗晨 王海洲 2025年博鳌亚洲论坛利雅得会议26日至27日在沙特阿拉伯首都利雅得举行。博鳌亚洲论坛秘书长张军27 日接受新华社记者专访时表示,当今世界正面临一系列严峻挑战,区域合作重要性正进一步提升。区域 合作不仅有助于应对单边主义、保护主义带来的挑战,也能推动产业链供应链的安全、多元与稳定,进 一步增强区域经济韧性。 张军表示,当今世界正处在大变革、大转型之中。一方面在单边主义、保护主义冲击之下,全球经济和 贸易持续承压,产业链供应链安全稳定成为各国共同关注的重点。另一方面,世界经济也处在新的转型 时期,以数字经济、绿色经济为代表的新增长动能不断涌现,为区域合作与经济转型带来新机遇。 张军说:"召开这样的会议,就是希望推动各方加强团结合作,共同应对挑战,维护经济安全和产业链 供应链稳定,同时推动共同努力,在全球经济转型中通过多元化发展来增强各国和区域经济的韧性,发 掘更大发展空间和潜力。" 今年的利雅得会议以"转型促进区域经济多元化与可持续发展"为主题。博鳌亚洲论坛理事长、联合国前 秘书长潘基文等来自10多个 ...
新华财经早报:11月30日
Xin Hua Cai Jing· 2025-11-30 01:10
我国将继续坚持对虚拟货币的禁止性政策,持续打击虚拟货币相关非法金融活动 国家航天局设立商业航天司持续推动商业航天高质量发展 数据中心过热致芝商所中断交易超10小时媒体:凸显数字经济时代市场交易平台过度集中存在风险 据中国人民银行29日消息,中国人民银行日前召开打击虚拟货币交易炒作工作协调机制会议。会议强调,虚拟货币不具有与法定货币等同的法律地位,不具 有法偿性,不应且不能作为货币在市场上流通使用,虚拟货币相关业务活动属于非法金融活动。稳定币是虚拟货币的一种形式,目前无法有效满足客户身份 识别、反洗钱等方面的要求,存在被用于洗钱、集资诈骗、违规跨境转移资金等非法活动的风险。会议要求把防控风险作为金融工作的永恒主题,继续坚持 对虚拟货币的禁止性政策,持续打击虚拟货币相关非法金融活动。(新华财经) 国家金融监督管理总局11月29日发布通知,指导银行业保险业全力做好香港大埔火灾的金融保障服务等工作,高效查勘理赔,做好保险保障服务,加强金融 信贷支持,积极助力受灾重建。(新华社) 据应急管理部网站29日消息,日前,国务院安委会印发通知,部署开展高层建筑重大火灾风险隐患排查整治行动,聚焦有人员居住和活动的高层民用建筑 ( ...
首届留学报国论坛上青年畅谈发展机遇:每一份报国热忱都能融入振兴实践
Zhong Guo Qing Nian Bao· 2025-11-30 00:15
Group 1 - The core theme of the forum is the importance of returning overseas students to contribute to national development and innovation [1][2] - The establishment of China's own strong magnetic field science center is highlighted, with three world records maintained [1] - The trend of studying abroad in China has shifted from elitism to a more widespread phenomenon, with returning students becoming the majority [2] Group 2 - The integration of global technology innovation is emphasized, showcasing the advantages of overseas students in connecting with international resources [2] - The role of returning students in showcasing a positive image of China globally is underscored, as they act as bridges for cultural exchange [3] - The importance of cultural confidence and the role of art in education are discussed, with initiatives to bring theatrical education to various communities [3][4] Group 3 - The need for financial support in technology and innovation is stressed, with returning scholars encouraged to leverage their experiences for national development [5][6] - The digital economy in China has surpassed 50 trillion yuan, becoming a crucial driver of new productive forces [6] - The urgency for talent in various sectors, from technological innovation to rural revitalization, is highlighted, with improved conditions for overseas students to thrive [6][7]
昆明 “六个春城”建设向新而行
Jing Ji Ri Bao· 2025-11-29 23:02
Economic Development - Kunming has achieved significant economic growth, with its total economic output surpassing 700 billion and 800 billion yuan, contributing 31.9% to Yunnan's economic growth by 2024, up from 13.3% in 2020 [1] - The city is focusing on industrial development, upgrading traditional industries while fostering emerging sectors, establishing a modern industrial system unique to Kunming [1][2] - New industries such as biomedicine and digital economy are becoming billion-yuan industries, with emerging industries' added value growing by 9.2% in the first nine months of the year, outpacing the growth of regulated industrial output [3] Industrial Transformation - Yunnan Shanshan New Materials Co., Ltd. has successfully launched a 300,000-ton lithium-ion battery anode material production base, leveraging local green electricity resources to attract investment [2] - Kunming is enhancing its industrial chain towards high-end, green, and digital transformation, with a focus on biomedicine and green energy [2][3] - The number of investment projects exceeding 100 million yuan in Kunming has increased from 211 in 2021 to 533 in 2024, with industrial project funding rising from 7.2% to 58.5% [3] Cross-Border E-commerce and Logistics - The cross-border e-commerce sector in Kunming is experiencing growth, with customs facilitating logistics and customs clearance through smart information platforms [4] - The "China-Laos Railway + Cross-Border E-commerce" model allows for efficient customs clearance, enhancing the export of goods to Southeast Asia [4][5] - The total volume of goods at the Mohan port has increased from 4.4686 million tons in 2020 to 9.2831 million tons in 2024, a growth of 107.7% [5] Ecological Development - Kunming is committed to ecological protection, focusing on the governance of Dianchi Lake, with significant improvements in water quality and pollution management [6][7] - The city has developed a lakeside ecological belt and integrated tourism with agriculture, leading to increased local income and tourism growth [7] - In the first three quarters, Kunming received 280 million tourists, generating a total tourism revenue of 355.185 billion yuan, reflecting a year-on-year growth of 7.25% and 12.5% respectively [7]
【高端访谈】区域合作在动荡中更显重要——访博鳌亚洲论坛秘书长张军
Xin Hua She· 2025-11-29 13:50
新华财经利雅得11月29日电(记者罗晨王海洲) 2025年博鳌亚洲论坛利雅得会议26日至27日在沙特阿 拉伯首都利雅得举行。博鳌亚洲论坛秘书长张军27日接受新华社记者专访时表示,当今世界正面临一系 列严峻挑战,区域合作重要性正进一步提升。区域合作不仅有助于应对单边主义、保护主义带来的挑 战,也能推动产业链供应链的安全、多元与稳定,进一步增强区域经济韧性。 张军表示,当今世界正处在大变革、大转型之中。一方面在单边主义、保护主义冲击之下,全球经济和 贸易持续承压,产业链供应链安全稳定成为各国共同关注的重点。另一方面,世界经济也处在新的转型 时期,以数字经济、绿色经济为代表的新增长动能不断涌现,为区域合作与经济转型带来新机遇。 张军说:"召开这样的会议,就是希望推动各方加强团结合作,共同应对挑战,维护经济安全和产业链 供应链稳定,同时推动共同努力,在全球经济转型中通过多元化发展来增强各国和区域经济的韧性,发 掘更大发展空间和潜力。" 今年的利雅得会议以"转型促进区域经济多元化与可持续发展"为主题。博鳌亚洲论坛理事长、联合国前 秘书长潘基文等来自10多个国家和地区以及多家国际组织的300多名政商学界嘉宾出席本次会议, ...
广迎客商 四川前锋区轻纺产业投资推介会在浙江绍兴成功举行
Sou Hu Cai Jing· 2025-11-29 12:02
游觅 李晟铭 封面新闻记者 刘彦君 11月28日,四川广安市前锋区"缘纺柯前荟 链织新未来"轻纺产业投资推介会在浙江省绍兴市柯桥区成功举行。来自全国纺织服装领域的领军企业、知名 商协会代表及产业链上下游企业嘉宾汇聚一堂,共同展望合作前景,谋划产业发展未来。 推介会现场,广安市前锋区人民政府与浙江聚倍科技集团、凤凰庄时尚科技有限公司、好材好非织造布有限公司、柯桥百贝纺织品有限公司、苏州艳彩纺 织科技有限公司、鸿聚新材料科技有限公司6家企业达成意向性合作协议。标志着前锋区在构建纺织服装产业集群、深化跨区域合作的进程中迈出了坚实 一步,开启了"东有柯桥做桥头堡、西有前锋在前冲锋陷阵"的产业协同发展新格局。 "前锋区坚实的产业配套基础、成熟的链主企业引领以及优质的营商环境,是吸引企业落户的关键。"签约企业代表、绍兴柯桥百贝纺织品有限公司负责人 张辉表示,前锋区已形成从"一根丝、一匹布"到"一件衣"的完整产业闭环,涵盖制纤、织布、印染、洗水、成衣及销售等全环节,园区承载空间广阔,环 境容量充裕,投资前锋信心十足。 栽好梧桐树,引得凤来栖。作为国家级广安经开区的重点专业园区,前锋园区是广安市聚焦纺织服装产业着力打造的国家 ...
未来五年,什么工作吃香?
Shang Hai Zheng Quan Bao· 2025-11-29 11:49
Core Insights - The "Suggestions" document outlines China's economic and social development blueprint for the next five years, focusing on structural changes in the employment market driven by industrial upgrades, technological transformations, and demographic shifts [3] Emerging Industries - The document emphasizes the cultivation of emerging industries, including new energy, new materials, aerospace, and low-altitude economy, which are expected to create new job opportunities across the entire industrial chain [7][8] - The low-altitude economy alone is projected to have a talent gap of 1 million for drone operators by 2030, with the market expected to exceed 1 trillion yuan [7][8] Digital Economy - The rise of AI and digital technologies is transforming traditional jobs while creating high-value new roles, with over 20 new occupations related to AI identified in the past five years [13][14] - The AI industry is projected to grow significantly, with job postings increasing by 3% and job seekers by 39% in the first three quarters of 2025 [14] Service Sector - The service sector is expected to absorb more labor due to rising demands in health, elderly care, and childcare services, with the elderly care industry seeing a job growth rate of 29.2% [15][17] - The document highlights the need for professionalization and standardization in the service industry to enhance consumer experience and attract more employment [17] Flexible Employment - The number of flexible employment workers has reached 84 million, with various new job forms emerging to meet diverse labor needs [24][25] - The document calls for improved social security systems and protections for flexible workers to ensure their rights and benefits [25] Cross-Border Employment - The document outlines the expansion of high-level openness, with cross-border e-commerce becoming one of the fastest-growing employment sectors, creating diverse job opportunities [28][30] - By 2030, the cross-border e-commerce market is expected to create approximately 45 million jobs, with over 30% of these positions going to recent graduates [28] Rural Revitalization - New farmers and entrepreneurs are driving innovation in rural areas, with policies aimed at modernizing agriculture and promoting rural employment [33][34] - The document emphasizes the importance of attracting talent to rural areas to enhance local economies and job opportunities [34] Cultural Industry - The cultural industry is rapidly evolving, with a high demand for talent that combines cultural knowledge and technical skills, particularly in digital cultural sectors [37][38] - By 2030, the demand for virtual reality professionals is expected to exceed 6.8 million positions, reflecting the industry's growth [38] Aging Population - The aging population is creating a significant demand for elderly care services, with a projected shortfall of 5.5 million caregivers [42][43] - The document highlights the need for a robust elderly care system and the development of specialized training programs to meet this demand [43] Green Jobs - The green economy is expected to generate numerous new jobs, with the demand for roles like energy storage operation managers projected to exceed 100,000 by 2030 [45][46] - The document emphasizes the importance of interdisciplinary talent in the green sector, which is anticipated to double in size over the next five years [46] Regional Employment - The document outlines strategies for regional development to balance employment opportunities across different areas, moving from a focus on major cities to a more distributed model [49][50] - The emphasis on new urbanization strategies aims to create job clusters in county-level cities, enhancing local employment prospects [51]