截至2025年9月29日 10:07，中证粤港澳大湾区发展主题指数(931000)上涨0.24%，成分股天赐材料(002709)上涨8.17%，亿纬锂能(300014)上涨7.74%，新宙邦 (300037)上涨6.96%，科达利(002850)上涨5.60%，佰维存储(688525)上涨5.08%。大湾区ETF(512970)多空胶着，最新报价1.51元。拉长时间看，截至2025年9 月26日，大湾区ETF近1周累计上涨1.21%。 流动性方面，大湾区ETF盘中换手0.04%，成交3.08万元。拉长时间看，截至9月26日，大湾区ETF近1月日均成交48.35万元。 截至9月26日，大湾区ETF近1年净值上涨42.09%。从收益能力看，截至2025年9月26日，大湾区ETF自成立以来，最高单月回报为21.99%，最长连涨月数为4 个月，最长连涨涨幅为26.18%，上涨月份平均收益率为5.38%。截至2025年9月26日，大湾区ETF近3个月超越基准年化收益为6.80%。 截至2025年9月26日，大湾区ETF近1年夏普比率为1.84。 回撤方面，截至2025年9月26日，大湾区ETF近半年相对基准回撤0.17 ...

Group 1 - The opening of the Shenzhen-Zhongshan Channel significantly improves commuting time, reducing it to 30 minutes, which enhances operational efficiency for companies like Jiangbolong [1][2] - Jiangbolong has invested in an industrial park at the Zhongshan exit of the Shenzhen-Zhongshan Channel, with both phase one and phase two completed and operational [1] - The company reports a 30% increase in overall operational efficiency following the opening of the channel, facilitating better communication and collaboration with partners [2] Group 2 - The industrial park spans approximately 180,000 square meters, integrating research, testing, and employee living spaces, and is home to hundreds of engineers [2] - The channel has stimulated local economic growth, with Zhongshan receiving over 28 million tourists and generating over 26 billion yuan in tourism revenue, marking increases of 28.65% and 32.25% respectively [2] - The total traffic volume on the Shenzhen-Zhongshan Channel exceeded 31.55 million vehicle trips in its first year, accounting for about one-fifth of the daily traffic across the Pearl River estuary [2]

欧拉·劳约什表示，希望与广东在教育、文化、旅游、贸易等领域开展更深层次合作，继续加强各层级 人员往来，实现共同发展。 9月22日，省委常委、副省长张国智在广州会见匈牙利国会副主席欧拉·劳约什一行。张国智表示，作为 中匈友谊的重要参与者和推动者，广东在中匈新时代全天候全面战略伙伴关系框架下，与匈牙利保持着 密切往来。今年以来，广东经济运行总体平稳、稳中向好，展现出广阔潜力、强大韧性和强劲活力，正 奋力在推进中国式现代化建设中走在前列。愿同匈方一道，持续加深双方在经贸投资、人才培养、教育 科研、文化旅游等方面务实合作，实现更高水平的互利共赢。欢迎匈牙利先进制造等领域优势企业到粤 港澳大湾区投资兴业，共享粤港澳大湾区发展红利。 ...

Core Viewpoint - The performance of the China Securities Guangdong-Hong Kong-Macao Greater Bay Area Development Theme Index and its related ETF shows positive growth, indicating strong investor interest and potential opportunities in the region's market [1][2]. Group 1: Index and ETF Performance - As of September 18, 2025, the index rose by 0.36%, with notable increases in constituent stocks such as Zhongke Feimeasure (5.77%) and Zhaochi Co., Ltd. (4.78%) [1]. - The Greater Bay Area ETF (512970) has seen a 4.20% increase over the past week and a 55.21% increase over the past year [1]. - The ETF's average monthly return since inception is 5.38%, with a maximum single-month return of 21.99% [1]. Group 2: Liquidity and Trading Metrics - The ETF had a turnover rate of 0.05% with a transaction volume of 47,100 yuan on September 17, 2025, and an average daily transaction volume of 788,100 yuan over the past month [1]. - The ETF's year-to-date relative drawdown is 0.43%, with a recovery period of 108 days [2]. Group 3: Fee Structure and Tracking Accuracy - The management fee for the ETF is 0.15%, and the custody fee is 0.05% [2]. - The tracking error over the past two months is 0.027%, indicating a close alignment with the underlying index [2]. Group 4: Top Holdings - The top ten weighted stocks in the index account for 49.06%, with China Ping An and BYD being the largest contributors [3]. - The weightings of the top stocks include China Ping An (8.55%), BYD (8.59%), and China Merchants Bank (8.14%) [5].

Group 1 - The world's largest clean energy base, the ±800 kV UHVDC transmission project from the eastern Tibet region to the Guangdong-Hong Kong-Macao Greater Bay Area, has officially commenced construction, marking the start of the most powerful and technologically advanced flexible DC transmission project globally [1] Group 2 - As of September 16, 2025, the CSI Guangdong-Hong Kong-Macao Greater Bay Area Development Theme Index (931000) has risen by 0.15%, with a one-year net value increase of 54.59% [2] - The Greater Bay Area ETF has achieved a maximum monthly return of 21.99% since its inception, with an average monthly return of 5.38% during the rising months [2] - The ETF's Sharpe ratio for the past year is 1.79, indicating strong risk-adjusted returns [2] Group 3 - The CSI Guangdong-Hong Kong-Macao Greater Bay Area Development Theme Index closely tracks companies benefiting from the development of the Greater Bay Area, including a selection of up to 50 Hong Kong stocks, 300 companies from the Shanghai-Hong Kong Stock Connect, and 100 mainland securities [3] - As of August 29, 2025, the top ten weighted stocks in the index include China Ping An, BYD, and China Merchants Bank, collectively accounting for 49.06% of the index [3]

Core Insights - The third Guangdong-Hong Kong-Macao Greater Bay Area Development Business Conference was held on September 15, focusing on empowering the Bay Area and exploring new opportunities [1] - The conference emphasized international supply chain collaboration and global trade risk management, addressing issues such as cross-border financial cooperation and the integration of AI and biomedicine industries [3][6] Group 1: Conference Overview - The conference attracted over 1,200 representatives from domestic and international government institutions and the business community [1] - The event aimed to deepen cooperation in the Greater Bay Area and enhance the confidence of the international business community in participating in its development [6] Group 2: Economic Cooperation and Achievements - Guangdong has attracted over 260,000 enterprises from Hong Kong and Macau, reflecting deepening economic cooperation among the three regions [8] - In 2024, the import and export scale between Guangdong's nine cities and Hong Kong and Macau is expected to exceed 1 trillion RMB [10] Group 3: Supply Chain Report - The conference saw the release of the "Greater Bay Area Supply Chain Promotion Report," which outlines the supply chain promotion situation in the Bay Area from a business perspective [11] - The report includes a supply chain map for smart vehicles and innovative pharmaceuticals, highlighting new opportunities for industrial cooperation and enterprise innovation [11] Group 4: Policy Recommendations - The report proposes 39 forward-looking and scientific policy recommendations across four areas: building a high-quality infrastructure network, formulating collaborative supply chain policies, creating a vibrant innovation environment, and improving inclusive and secure financial services [12] - Additionally, a temporary arbitration guide for the Guangdong Free Trade Zone was released to assist foreign and domestic enterprises in resolving disputes [12]

Core Viewpoint - The third Guangdong-Hong Kong-Macao Greater Bay Area Development Business Conference was held in Guangzhou, focusing on international supply chain collaboration and global trade risk management, with approximately 1,200 participants from various sectors [1] Group 1: Conference Highlights - The conference emphasized cross-border financial cooperation, commercial legal collaboration, and the integration of artificial intelligence and biomedicine industries [1] - Guangdong has attracted over 260,000 enterprises from Hong Kong and Macau, with the import and export scale to Hong Kong and Macau exceeding 1 trillion RMB in 2024 [1] - The region produces 70% of the world's consumer drones, 40% of smartphones, 25% of new energy vehicles, and 20% of integrated circuits, indicating significant industrial collaboration [1] Group 2: Supply Chain Report - The first "Guangdong-Hong Kong-Macao Greater Bay Area Supply Chain Promotion Report" was released, detailing the supply chain promotion situation in the region [1] - The report includes a supply chain map for smart vehicles and innovative pharmaceuticals, highlighting new opportunities for industrial cooperation and enterprise innovation [1] - It proposes 39 forward-looking and scientific policy recommendations across four areas: high-quality infrastructure, collaborative supply chain policies, vibrant innovation environments, and inclusive financial services [1]

Core Insights - The third Guangdong-Hong Kong-Macao Greater Bay Area Development Business Conference was held in Guangzhou, focusing on international supply chain collaboration and global trade risk management [1] - The conference attracted around 1,200 participants, including business associations from the three regions and international experts, to discuss development opportunities in the Greater Bay Area [1] - The "Guangdong-Hong Kong-Macao Greater Bay Area Supply Chain Promotion Report" was released for the first time, outlining the supply chain promotion situation in the region and highlighting new opportunities for industrial cooperation and innovation [1] Summary by Sections - **Conference Theme and Focus**: The conference theme was "Empowering the Greater Bay Area, Exploring New Opportunities," with a focus on cross-border financial cooperation, commercial legal collaboration, and the integration of artificial intelligence and biomedicine industries [1] - **Participants**: Approximately 1,200 attendees included representatives from business associations in Guangdong, Hong Kong, Macao, and international experts [1] - **Report Highlights**: The report consists of four chapters and provides a systematic overview of recent supply chain promotion efforts in the Greater Bay Area, including the first mapping of supply chains for smart vehicles and innovative pharmaceuticals [1]

本次大会以"赋能大湾区，共拓新机遇"为主题，由中国贸促会、广东省人民政府、香港特别行政区 政府、澳门特别行政区政府主办。来自国内外政府机构、工商界代表1200余人出席。 新华社广州9月15日电 第三届粤港澳大湾区发展工商大会15日在广州开幕，全国政协副主席姜信治 出席开幕式并致辞。 姜信治表示，建设粤港澳大湾区，是习近平主席亲自谋划、亲自部署、亲自推动的重大国家战略， 也是推动"一国两制"事业发展的新实践。《粤港澳大湾区发展规划纲要》发布6年来，粤港澳三地紧密 携手，推动大湾区经济实力、区域竞争力显著增强。希望与会各方深化交流合作，共同谱写粤港澳大湾 区高质量发展的新篇章，为建设开放型世界经济、构建人类命运共同体作出积极贡献。 ...

Core Insights - The event organized by the Nantong Shanghai Chamber of Commerce aimed to explore innovative cooperation opportunities in the Hengqin Guangdong-Macao Deep Cooperation Zone, focusing on strategic connections between the Yangtze River Delta and the Guangdong-Hong Kong-Macao Greater Bay Area [1][4]. Group 1: Strategic Development - The cooperation zone is establishing a regular communication mechanism to promote project implementation in sectors like new energy and healthcare, injecting new momentum into enterprise development for mutual benefits [4]. - The cooperation zone is building an "1+4" open system based on a special tax regime, facilitating efficient movement of people, goods, capital, and information [4]. - Eligible enterprises in the cooperation zone are subject to a corporate income tax rate of 15%, while high-end talent's individual income tax burden is capped at 15% [4]. Group 2: Industry Integration - The Hengqin cooperation zone's unique policy advantages and international business environment align well with the Nantong Shanghai Chamber of Commerce's goals of integrating the industrial chain, innovation chain, and value chain [7]. - The cooperation zone is collaborating with Macau to establish a China-Portuguese (Spanish) Economic and Trade Service Center, creating a strategic bridge for enterprises in the Yangtze River Delta to connect with Portuguese-speaking markets [7]. Group 3: On-Site Exploration - The visiting delegation conducted an on-site inspection of the Hengqin area, gaining a comprehensive understanding of its development status and potential [11]. - The delegation first visited the 62nd floor of the China Communications Construction Company to overlook the modern urban layout and transportation network of Hengqin [11]. - The group also explored the Hengqin Planning Exhibition Hall to understand the specific scenarios of cross-border trade facilitation under the "line management" policy [11].