【智通财经12月3日早间新闻精选】 1、国家发改委等五部门发布关于加强数据要素学科专业建设和数 字人才队伍建设的意见。意见指出，鼓励地方利用算力券、模型券、数据券等方式，在算力、算法、数 据等方面提供便利和优惠。 2、六大行官方APP及手机银行查询发现，目前各银行大额存单期限结构已 明显"短期化"，全面停售5年期大额存单。 3、中国药品价格登记系统正式上线。中国医药、同仁堂等9 家医药企业在现场进行药品价格首批登记。 4、福建发布12条惠台政策措施，包括加大台资企业用地用 海保障；鼓励闽台（南靖）精密机械产业园台资企业项目建设；对台资水产养殖企业实施保费优惠等。 5、2025年11月A股新开户238万户，环比10月231万户增长3%，2025年前11个月已累计新开2484万户， 同比增长7.95%。 6、有报道称，磷酸铁锂行业正在发生一场集体提价行动。龙蟠科技表示，正与客户 沟通涨价事由，公司对磷酸铁锂未来价格走势比较乐观。 7、"豆包AI助手"手机出圈，大摩认为，主要 手机厂商和超级应用更倾向于自研AI助手，因此大摩维持对应用层股票的看好，重申对腾讯、阿里巴 巴和美图的"增持"评级。 8、OECD预估202 ...

来源：国金证券第5小时 上市：N铀业 001280.SZ 中俄举行战略安全磋商，就涉及两国战略安全利益的重大问题全面、深入沟通，达成新的共识，增进了 战略互信。双方就涉日本问题进行战略对表，达成高度共识，一致认为要坚定维护用生命和鲜血换来的 二战胜利成果，坚决抵制任何为殖民侵略历史翻案的错误言行，坚决反击法西斯主义、日本军国主义卷 土重来的图谋。双方就乌克兰危机深入交换意见。 1、日中友好议员联盟、日本经济团体联合会等日本部分组织已向中方传达希望近期访华的意愿。外交 部发言人林剑在例行记者会上表示，注意到日本国内有很多有识之士对高市早苗错误涉台言论引发的恶 劣影响和严重后果深感忧虑。希望日本相关团体在日国内多发挥积极作用。 2、福建发布12条惠台政策措施，推进两岸融合发展示范区建设。其中提出，加大台资企业用地用海保 障，鼓励闽台（南靖）精密机械产业园台资企业项目建设，支持台胞开设沙县小吃门店。 3、国家发改委主任郑栅洁发表署名文章指出，"十五五"规划建议将建设现代化产业体系这一任务摆在 12个领域首位，关键是优化提升传统产业，培育壮大新兴产业和未来产业，加快新能源、新材料、航空 航天、低空经济等战略性新兴产业 ...

重要的消息有哪些 1.上交所披露数据，2025年11月A股新开户238.14万户，比10月数据230.99万户增长3.1%，较去年11月开户数269.84万户同比下降11.75%。综合来看，2025年前11个 月已累计新开2484.02万户，同比增长7.95%。 2.记者近期调研发现，工商银行、农业银行、中国银行、建设银行、交通银行、邮储银行六家国有大行已全面停售5年期大额存单产品，部分股份制银行及城商行也 紧随其后收缩长期存款业务。 3.国家发展改革委、国家数据局、教育部、科技部、中共中央组织部发布《关于加强数据要素学科专业建设和数字人才队伍建设的意见》，其中指出，建设典型应 用场景。推动数据领域科技创新与产业创新深度融合，构建企业主导的产学研用协同创新体系，建设一批数字人才培养典型应用场景。强化企业在应用场景构建、 技术需求识别、成果落地实施等方面的主导作用，支持高校、研究机构、科技社团等深入场景前沿，加快培养一批复合型、创新型、实战型数字人才。探索技术专 利联合开发，推动各方共享知识产权收益，加速技术市场化。鼓励地方利用算力券、模型券、数据券等方式，在算力、算法、数据等方面提供便利和优惠。 4.2025 ...

Company News - Longpan Technology (02465.HK) signed a long-term procurement agreement for lithium iron phosphate cathode materials with Sunwoda, with expected sales amounting to approximately 4.5 to 5.5 billion yuan [9] - Luoyang Molybdenum (03993.HK) plans to invest 500 million yuan in a private equity investment fund focusing on three sunrise industries: technology, healthcare, and consumer goods and retail [10] - Hezhima Intelligent (02533.HK) intends to invest approximately 400 to 550 million yuan to acquire a majority stake in Zhuhai Yizhi Electronic Technology Co., Ltd [11] - Guofu Hydrogen Energy (02582.HK) placed 4.858 million shares, netting approximately 197 million HKD, with about 60% allocated for financing investments and collaborations in hydrogen energy projects in China and overseas [12] Market Performance - Major technology stocks mostly rose, with Nvidia up 0.86%, Apple up 1.09%, Google-A up 0.29%, Microsoft up 0.67%, and Amazon up 0.23% [5] - Chinese concept stocks experienced a pullback, with the Nasdaq Golden Dragon China Index down 0.65%, including Alibaba down 1.91%, Baidu down 0.6%, Bilibili down 2.71%, NIO down 2.9%, and NetEase down 1.83% [6] - In the Hong Kong market, the Hang Seng Index rose 0.24%, while the Hang Seng Tech Index fell 0.37%, and the National Enterprises Index increased by 0.11% [7] - From a market performance perspective, insurance and consumer electronics stocks were active, while pharmaceutical and film stocks generally weakened [8]

每经记者｜杨建 每经编辑｜彭水萍 ｜2025年12月3日 星期三｜ NO.1 2025脑机接口大会将于12月4日至5日在上海举行 12月2日，据上海市科委介绍，为推进脑机接口前沿技术创新与未来产业发展，12月4日至5日，以"脑联 世界·智汇上海"为主题的2025脑机接口大会将在"脑智天地"脑机接口未来产业集聚区举行。本届大会实 现多项"首次"突破：首次举办国内大规模多赛道脑机接口竞技赛，首次设立脑机接口开发者大会，首次 开设聚焦投融资的"投资合作"分论坛，旨在全方位搭建"技术-产业-资本"深度融合的生态平台。 NO.2 中信建投：商业航天司落地，我国商业航天高质量发展有望加速 中信建投研报表示，国家航天局正式设立商业航天司，作为专职监管机构，提升发射审批、牌照发放效 率，推动产业规范化、规模化发展。同期发布的《推进商业航天高质量安全发展行动计划（2025—2027 年）》提出四大核心目标：通过开放科研项目支持低成本技术（如可重复火箭、智能卫星），推动民商 标准融合共享国家资源，设立国家基金优化产业生态，并构建全生命周期安全监管体系。2025年产业加 速落地，GW与千帆星座在轨卫星超百颗，民营火箭企业切入国家级 ...

Group 1 - The National Development and Reform Commission and other departments aim to strengthen the construction of data element disciplines and digital talent teams to promote the integration of education, talent, industry, and innovation in the data field [1] - The China Interbank Market Dealers Association has optimized the merger note mechanism to enhance the efficiency of fund utilization and support corporate mergers and acquisitions [2] - Fujian Province has issued measures to promote the orderly development of computing power infrastructure, encouraging the planning of urban computing networks and upgrading submarine cables [3][21] Group 2 - The brain-computer interface sector is experiencing accelerated commercialization driven by policy and technology, with current valuations aligning with emerging growth characteristics [4][22] - Leading lithium iron phosphate companies are raising prices, with one company announcing a processing fee increase of 3000 yuan per ton starting January 1, 2026 [5][23] - New regulations on credit repair have been introduced to facilitate the revival of business entities, expanding the scope of credit repair and shortening processing times [6][24] Group 3 - Shanghai is moving towards regulating the development of offshore bond business in the free trade zone, with new draft regulations under review [7][26] - Fujian Province plans to build a collaborative computing network with a target of exceeding 12 EFLOPS in public computing power by the end of 2027, leading to significant market activity in related stocks [9][27] - Institutions are optimistic about the cross-year market, with 197 stocks included in the December "golden stock" list by brokerages [10][28] Group 4 - The brain-computer interface industry is set to accelerate with multiple conferences scheduled, including a large-scale competition and investment cooperation forum [11][29] - The charging infrastructure sector is witnessing rapid development, with a total of 18.645 million charging facilities in China as of October, marking a 54% year-on-year increase [12][30] - The new national standard for electric bicycles has been implemented, prohibiting the sale of vehicles that do not meet the updated requirements, creating new growth opportunities in the industry [13][31] Group 5 - Public fund institutions have increased their research activities, focusing on hard technology and advanced manufacturing sectors, with over 4200 company visits in November [14][32] - Offshore wind power is transitioning from demonstration to large-scale development, supported by increasing policy backing [15][33] - The scope of real estate investment trusts (REITs) has expanded to include urban renewal facilities, marking a significant milestone in the infrastructure sector [16][34][35] Group 6 - Eight real estate companies reported total sales exceeding 100 billion yuan in the first eleven months, with a notable increase in new housing supply and a positive market outlook [17][36][18]

Market Performance - The US stock market experienced a slight increase with the Dow Jones up by 0.39%, S&P 500 up by 0.25%, and Nasdaq up by 0.59% [1] - Technology stocks led the gains, with notable increases in Microsoft (0.67%), Amazon (0.23%), Apple (1.09%), Nvidia (0.86%), Alphabet (0.29%), Meta (0.97%), and Intel (8.65%) [1] Chinese Market Performance - The Nasdaq China Golden Dragon Index fell by 0.65%, closing at 7808.98 points, with mixed performances among individual stocks [2] - Xpeng Motors dropped nearly 8%, while Li Auto saw an increase of nearly 1% [2] Boeing and Commodities - Boeing shares surged by 10.15% due to market expectations of significant delivery increases for its 737 and 787 models next year [3] - Crude oil prices saw a decline, with NYMEX light crude for January 2026 settling at $58.64 per barrel, down 1.15% [3] Global Economic Outlook - The OECD projected global economic growth rates of 3.2% for this year and 2.9% for next year, consistent with previous forecasts [3] - The report highlighted supportive macro policies and positive expectations for new technologies, particularly in AI, as key drivers of global demand [3] Regulatory Developments - The State Administration for Market Regulation initiated revisions to the National Food Safety Incident Emergency Plan, seeking public feedback until January 2, 2026 [4] - The National Development and Reform Commission emphasized high-quality development and the establishment of a modern industrial system in a recent article [5] M&A and Data Sector Initiatives - The China Interbank Market Dealers Association announced optimizations to the merger and acquisition notes mechanism to better support corporate restructuring [6] - A joint opinion was released by several government departments to enhance data-related academic and talent development [6] Company Announcements - Tianpu Co. completed its verification work and resumed trading [7] - Jiangbolong plans to raise up to 3.7 billion yuan for AI-related high-end memory projects [7] - Aikang Co. intends to acquire 100% of Dongguan Silky for 2.2 billion yuan to expand into data center liquid cooling [7] Market Predictions - Zhongyuan Securities expects the Shanghai Composite Index to consolidate around 4000 points, with a rotation between cyclical and technology sectors [8] - Debang Securities noted a rapid rotation in the market, indicating insufficient new capital inflow [8] - Datong Securities anticipates a short-term range-bound market with a higher probability of upward movement in the medium to long term [8]

·第七届海南岛国际电影节12月3日至12月9日在三亚举行。 ·2025国际电子电路（深圳）展览会12月3日至5日举办。 ·理想AI眼镜Livis发布会12月3日举行。 ·天普股份公告称，公司股票交易情况核查完成。控制权变更仍存审批不确定。12月3日复牌。 今日提示 ·2026年度全国煤炭交易会12月3日至5日召开。 ·第22届世界风能大会12月3日至5日举办。 ·*ST正平公告称，公司股票交易情况核查完成，12月3日复牌。2024年非标审计意见未消除，2025年若 仍未消除将被强退，且存多重风险。 上证精选 ·近日，国家发展改革委、国家数据局、教育部、科技部、中共中央组织部联合印发《关于加强数据要 素学科专业建设和数字人才队伍建设的意见》，旨在加强数据要素学科专业建设和数字人才队伍建设， 建立数据领域科技发展、国家战略需求牵引的学科专业设置调整机制和人才培养模式，激活数据要素赋 能新质生产力的创新引擎作用，促进数据领域教育链、人才链与产业链、创新链融合发展。 ·上交所官 网发布的新开户数据显示，今年11月上交所A股新开户238.14万户，较10月的230.99万户环比上升 3.10%，较去年11月的269.8 ...

Group 1 - The core viewpoint emphasizes the importance of data resource development and utilization in promoting high-quality development in Beijing and Jiangxi, in line with the spirit of the 20th Central Committee's Fourth Plenary Session [1][2][3] Group 2 - Beijing has established the first national "Medical Insurance + Commercial Insurance" clearing and settlement center, facilitating synchronized reimbursement for patients across the country [2] - Since the 14th Five-Year Plan, Beijing has launched over 3,000 data products at the Beijing International Big Data Exchange and has provided services over 400 million times to 700,000 market entities [2] - Jiangxi has implemented digital transformation policies, resulting in over 13,000 enterprises adopting digital upgrades, contributing 22.9% to the industrial growth of large-scale enterprises [3] - The AI visual inspection system in a large automotive manufacturing company in Jiangxi can now complete key vehicle inspections within 50 seconds, covering over 1,200 types of components [3] - Jiangxi aims to enhance its industrial competitiveness by building a digital transformation ecosystem that integrates large, medium, and small enterprises [3]

重要的消息有哪些 7．经济合作与发展组织（经合组织）2日发布最新经济展望报告，预计今明两年全球经济增速分别为 3.2%和2.9%，与今年9月预测一致。报告指出，今年全球经济韧性超出预期，但仍面临贸易壁垒、人工 智能泡沫和财政脆弱性等风险。 这些公司新闻不能错过 四连板睿能科技：公司不从事机器人整机制造业务。 梦天家居：如公司股价进一步异常上涨，可能申请停牌核查。 平潭发展：股价短期内连续上涨，存在非理性炒作风险。 宁德时代：已耗资约43.86亿元回购A股股份1599.08万股。 福蓉科技：高强度铝制结构件材料已用于MR、VR眼镜，但营收占比极其有限。 1．上交所披露数据，2025年11月A股新开户238.14万户，环比10月数据230.99万户增长3.1%，较去年11 月开户数269.84万户同比下降11.75%。综合来看，2025年前11个月已累计新开2484.02万户，同比增长 7.95%。 2．记者近期调研发现，工商银行、农业银行、中国银行、建设银行、交通银行、邮储银行六家国有大 行已全面停售5年期大额存单产品，部分股份制银行及城商行也紧随其后收缩长期存款业务。（金融时 报） 3．国家发展改革委、国家数 ...