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 ...

Core Points - The People's Bank of China conducted a 7-day reverse repurchase operation of 156.3 billion yuan at an interest rate of 1.40%, maintaining the previous rate, resulting in a net withdrawal of 145.8 billion yuan due to 302.1 billion yuan maturing on the same day [1] - Short-term Shibor rates showed a slight decline, with overnight Shibor down by 0.50 basis points to 1.3020%, and 7-day Shibor down by 2.00 basis points to 1.4340% [1][2] - The interbank pledged repo market saw a slight decrease in short-term rates, with DR001 and R001 weighted average rates down by 0.9 basis points and 1.0 basis points, respectively [6] Shibor Rates Summary - Overnight Shibor: 1.3020%, down 0.50 BP [2] - 7-day Shibor: 1.4340%, down 2.00 BP [2] - 14-day Shibor: 1.4650%, down 1.20 BP [2] Interbank Repo Market Summary - DR001 weighted average rate: 1.2973%, down 0.9 BP, with a transaction volume decrease of 58 billion yuan [6] - R001 weighted average rate: 1.3611%, down 1.0 BP, with a transaction volume increase of 245.9 billion yuan [6] - DR007 weighted average rate: 1.441%, down 1.7 BP, with a transaction volume increase of 34 billion yuan [6] Market Conditions - The funding environment was balanced and slightly loose, with overnight rates around 1.40% to 1.42% [10] - A total of 69 interbank certificates of deposit were issued, with an actual issuance amount of 135.28 billion yuan [11] - The overall yield trend for secondary certificates of deposit showed an upward movement, with 1M and 3M rates closing at approximately 1.60% [11]

【重点关注】 ·六大行全面停售5年期大额存单部分股份制银行及城商行跟进 ·天津发布育儿补贴方案每孩每年3600元 ·11月A股新开户数238万户 2025年已累计新开2484万户 【国内要闻】 ·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%。从月度对比来看，2025年1月A股新开157万户，2月环比实现近翻倍增长，3月突破300万 户，4月环比下降37.22%，5月受假期影响进一步回落，6月、7月、8月、9月新开户数持续回升，10月 环比下降21%，11月微升3%。与2024年11月新增270万户开户数相比，2025年11月新开户下降12%。 ·据天津发布，12月2日，天津政务网发布《天津市育儿补贴制度实施方案》，其中明确，自2025年1月1 日起，符合法律、法规规定生育的本市户籍3周岁以下婴幼儿享受本市行政区域内执行统一的育儿补贴 标准，每孩每年3600元。 ·上海中心气象台2025年12月02日17时00分发布寒潮蓝色预警信号：预计未来48小时内，全市最低气温 将下降8-10度，最低气温将下降到4度及以下，请注意防范大 ...

Core Viewpoint - The National Development and Reform Commission, along with four other departments, has released an opinion aimed at strengthening data element discipline construction and digital talent development, proposing specific measures across four key areas: enhancing data element disciplines, promoting vocational education in the data industry, fostering academic research in the data field, and facilitating collaboration among industry, academia, and research [1][4]. Group 1: Enhancing Data Element Disciplines - The opinion supports the establishment of digital colleges in comprehensive universities to integrate relevant academic resources [2][5]. - It encourages specialized universities in fields such as science, finance, law, media, and arts to strengthen the construction of advantageous majors related to data technology, analysis, security, digital economy, finance, management, law, governance, media, and art [2][5]. Group 2: Promoting Vocational Education in the Data Industry - The opinion proposes the establishment of a coordinated system for vocational education in the data industry, involving government oversight, industry guidance, and enterprise participation [3][6]. - It encourages the creation of regional industry-education joint entities based on industrial parks to facilitate talent cultivation, innovation, and high-quality development of the data industry [3][6]. Group 3: Fostering Academic Research in the Data Field - The opinion emphasizes the need for strategic research in the data field, focusing on key issues such as data property rights, pricing, and trading [3][6]. - It calls for in-depth research on foundational theories and policy laws related to data elements, keeping pace with advancements in technologies like artificial intelligence, blockchain, and privacy-preserving computing [3][6]. Group 4: Facilitating Collaboration Among Industry, Academia, and Research - The opinion highlights the importance of strengthening the leading role of enterprises in constructing application scenarios, identifying technical needs, and implementing results [1][4]. - It encourages data companies to participate in vocational education, collaborating on student training, technology research, product innovation, and result transformation [3][6].

Core Viewpoint - Aofei Data's stock price has experienced fluctuations, with a year-to-date increase of 31.43% but a recent decline in the last five trading days by 4.66% [1] Company Overview - Aofei Data, established on September 28, 2004, and listed on January 19, 2018, is based in Guangzhou, Guangdong Province. The company primarily operates in Internet Data Center (IDC) services, which account for 82.18% of its revenue, while other internet services contribute 17.82% [1][2] Financial Performance - For the period from January to September 2025, Aofei Data reported a revenue of 1.824 billion yuan, reflecting a year-on-year growth of 15.33%. The net profit attributable to shareholders was 145 million yuan, marking a 37.29% increase compared to the previous year [2] Shareholder Information - As of September 30, 2025, Aofei Data had 113,600 shareholders, an increase of 9.06% from the previous period. The average number of circulating shares per shareholder decreased by 8.31% to 8,667 shares [2] Dividend Distribution - Since its A-share listing, Aofei Data has distributed a total of 113 million yuan in dividends, with 52.93 million yuan distributed over the last three years [3] Institutional Holdings - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 12.93 million shares, a decrease of 777,000 shares. New entrants in the top ten include Huaxia CSI 1000 ETF and GF Technology Pioneer Mixed Fund [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 ...

"十四五"以来，北京深入推进公共数据开发利用，建立了北京国际大数据交易所，上架数据产品超3000个。首创了政企数据融合共 用的"数据专区"机制，为70万家市场主体提供服务超4亿次。贯彻落实四中全会精神，北京将继续推进数据技术创新、要素服务和 产业发展，打造国家数据科技创新策源地和发展高地。 江西深化制造业数字化转型 全力推进新型工业化 最近，江西南昌这家大型汽车生产企业接到大批整车订单。在总装车间，厂家自主研发的AI视觉检测系统刚刚完成升级改造，实现 对1200多种零部件防错全覆盖，50秒内完成整车关键项检测。 央视网消息（新闻联播）：党的二十届四中全会提出，要深入推进数字中国建设。北京、江西认真学习贯彻全会精神，深化数据资 源开发利用，在民生服务、产业发展等领域不断释放数据要素活力，助力高质量发展。 北京不断释放数据要素活力 助力高质量发展 最近，河北患者王女士在北京看病结算时，在窗口出示个人电子医保码和商业保险码就迅速完成了异地医保和商业保险的同步报销 结算。 便利的背后，是数据要素在发挥着巨大的作用。作为国家数据要素综合试验区，今年7月，北京落地首个全国性"医保+商保"清分结 算中心。目前，该中心打通了 ...

数据要素+鸿蒙概念+DeepSeek概念+期货概念+AIGC概念 1、据2022年年报：公司是国内领先的大宗商品信息服务企业，是专注于大宗商品市场数据监测、交易 价格评估及行业数据分析、行业深度研究的专业服务提供商。通过采集大宗商品交易相关数据和信息， 经过集中处理、深度挖掘和全面分析，制作出契合客户需求的信息和数据产品。 2、2024年9月27日互动易回复：公司目前已经开发了鸿蒙版卓创资讯APP和卓创短讯APP，上述应用程 序预计将于近期上线应用市场。 3、2025年02月18日官微：近日，作为领先的大宗商品信息服务商，卓创资讯凭借在技术领域的前瞻性 布局和资源投入，完成DeepSeek系列大模型的本地化部署，成功实现从技术引入到落地应用。 来源：新浪证券-红岸工作室 12月1日，卓创资讯涨1.14%，成交额4334.12万元，换手率1.35%，总市值34.41亿元。 异动分析 4、2023年7月27日互动易回复：公司红桃3期货端是公司开发的大数据软件客户 端之一，主要针对大宗 商品期货相关产品基本面数据分析，为期货参与者提供相关资讯服务。 5、2023年年报：公司已推出卓创资讯 AI 平台及信息自动化生产 ...

Group 1 - The 2025 Data Element Development Conference was held in Hangzhou High-tech Zone, focusing on the theme "Data Empowerment, Intelligent Creation of the Future" [1] - The conference gathered numerous industry experts to discuss the latest developments and future trends in the data element industry, releasing multiple research findings to support industry growth [1] - A keynote speech by John Buck Award winner Yu Changbin highlighted the integration of AI and biological big data in digital health, showcasing technological breakthroughs and practical applications [1] Group 2 - Yan Shu, Deputy Chief Engineer of the Cloud Computing and Big Data Research Institute of China Academy of Information and Communications Technology, presented and interpreted the "Data Element Development Report (2025)", discussing the reconstruction of data element value in the intelligent era [2] - The report summarized the latest developments in supply, circulation, application, and security of data elements in China over the past year, identifying key challenges and future trends [2] - Jiang Chunyu, Director of the Cloud Computing and Big Data Research Institute, shared insights on the construction of high-quality data sets across ten key industries, addressing challenges and proposing recommendations for institutional building and technical development [2][3]

Core Insights - The article emphasizes the importance of integrating digital and real economies, highlighting the rapid development of China's digital economy over the past decade and the role of data and artificial intelligence in driving innovation and quality growth [1][2]. Group 1: Digital Economy Development - The "14th Five-Year Plan" suggests deepening the construction of a digital China and promoting the integration of the digital economy with the real economy [1]. - The 2025 Digital Economy Conference in Guangzhou focused on the theme "Deep Integration of Digital Intelligence to Start a New Journey," indicating a commitment to leveraging data and AI for economic advancement [1][3]. Group 2: Data as a New Production Factor - Experts at the conference noted that data is becoming a crucial production factor, and its strategic value is increasingly recognized, necessitating the removal of barriers to maximize its potential [2]. - The rapid development of the data factor market and the acceleration of data system construction were highlighted, with a focus on high-quality data set development [2]. Group 3: Regional Innovation and AI Empowerment - Guangzhou is leveraging its digital infrastructure to enhance urban governance and services, aiming for coordinated economic development [4]. - The integration of AI across various industries is seen as essential for responding to national strategies and seizing technological leadership [4]. Group 4: Industry Practices and Challenges - Companies are encouraged to utilize computing power to overcome challenges such as data silos and compliance issues, transitioning to a model where knowledge seeks out individuals [4]. - The emergence of AI decision engines is reshaping traditional manufacturing approaches to meet new overseas market demands [5].