Core Viewpoint - Intersight (301622.SZ) has experienced a significant decline, with a drop of over 5% today, reaching a new low of 63.8 yuan, and a cumulative decline of nearly 30% since September, resulting in a market capitalization falling below 7.5 billion yuan [1] Group 1: Stock Performance - The stock price of Intersight has decreased by over 5% today, marking a new phase low [1] - Since September, the total decline in stock price has approached 30% [1] - The total market capitalization of Intersight has fallen below 7.5 billion yuan [1] Group 2: Shareholder Dynamics - A large-scale lock-up share release occurred today, with a total release value of 2.292 billion yuan [1] - The number of shares released is 33.8368 million, accounting for 29.19% of the total share capital [1] - Such events typically increase market supply, leading to expectations of shareholder reductions, which directly pressure the stock price [1] Group 3: Long-term Implications - From a long-term perspective, the release of lock-up shares may expand the circulating share capital, potentially enhancing stock liquidity [1] - However, it is essential to monitor the impact of changes in the equity structure on governance stability [1]

1、商务部将召开新闻发布会，新闻发言人介绍近期商务领域重点工作有关情况 12月4日下午3时，商务部将举行新闻发布会，新闻发言人介绍近期商务领域重点工作有关情况，并答记者问。 2、2025全球智能机械与电子产品博览会将举行 （原标题：今日看点｜商务部将召开新闻发布会，新闻发言人介绍近期商务领域重点工作有关情况） 12月4日重点关注的财经要闻与资本市场大事： 5、美国当周初请失业金人数、欧元区10月零售销售月率等数据将公布。 （数据来源Wind，内容不构成任何投资建议） 经济观察网 编辑 王俊勇 整理 12月4日至6日，2025全球智能机械与电子产品博览会（AIE）将在澳门与珠海同时举行。本届博览会总展览面积达7万平方米，设六大主题展馆， 吸引了来自中国内地、港澳地区及俄罗斯、美国、德国、日本等多个国家的1000余家企业参展。 3、22.95亿元市值限售股今日解禁 12月4日，共有2家公司限售股解禁，合计解禁量为3407.68万股，按最新收盘价计算，合计解禁市值为22.95亿元。 从解禁量来看，1家公司解禁股数超千万股。英思特、莱绅通灵解禁量居前，解禁股数分别为3383.68万股、24.0万股。从解禁市值来看，1 ...

12月2日至3日，2025年中国航线发展大会将在上海举行，本次大会预计将吸引超过250位来自国内外航线发展生态圈各方的参会代表共话全球航线发展、航 线网络规划与布局。 2、第八届大数据应用实践大会将举行 12月2日，第八届大数据应用实践大会将在雅安举行。大会聚焦数据要素市场化配置与产业生态协同，将呈现一系列行业前瞻观点与实践成果。 3、28.02亿元市值限售股今日解禁 从解禁量来看，1家公司解禁股数超千万股。三未信安、亿纬锂能、航天晨光解禁量居前，解禁股数分别为6277.03万股、75.59万股、12.2万股。从解禁市值 来看，1家公司解禁股数超亿元。三未信安、亿纬锂能、惠泰医疗解禁市值居前，解禁市值分别为27.41亿元、5471.47万元、392.4万元。 4、94家公司披露回购进展 今日看点 12月2日重点关注的财经要闻与资本市场大事： 1、2025年中国航线发展大会将举行 12月2日，共有4家公司限售股解禁，合计解禁量为6366.45万股，按最新收盘价计算，合计解禁市值为28.02亿元。 经济观察网 编辑 王俊勇 整理 12月2日，94家公司共发布94个股票回购相关进展。其中，5家公司首次披露股票回购预 ...

截至发稿，龙图光罩市值为57亿元。 每经AI快讯，龙图光罩（SH 688721，收盘价：42.56元）11月28日晚间发布公告称，公司限售股份约 337.5万股将于2025年12月9日解禁并上市流通，占公司总股本比例约为2.53%。 2024年1至12月份，龙图光罩的营业收入构成为：掩模版占比100.0%。 每经头条（nbdtoutiao）——已有75人遇难，1名死者为消防员，还有10名消防员受伤！记者现场直击香 港大埔火灾：燃烧的宏福苑，五级大火的五个谜团 （记者 张明双） ...

今年以来，国内油价已经历二十二轮调整，分别为"七涨九跌六搁浅"。国内汽、柴油价格每吨较去年底分别下跌620元/吨和595元/吨。若本轮调价 如预期下调，2025年的调价格局将变为"七涨十跌六搁浅"。 2、2025中国汽车供应链大会将举行 11月24日至26日，2025中国汽车供应链大会将在芜湖举行，主题为"链动产业生态新质驱动未来"。 3、18家公司披露回购进展 （原标题：今日看点｜国内油价预计将迎年内第十跌） 11月24日重点关注的财经要闻与资本市场大事： 1、国内油价预计将迎年内第十跌 11月24日24时，国内成品油新一轮调价窗口将开启。综合多家机构预测，成品油价或年内第十次下跌。 11月24日，18家公司共发布18个股票回购相关进展。其中，16家公司披露股票回购实施进展，2家公司回购方案已实施完毕。 从回购实施进展来看，阿特斯、嘉化能源、中控技术回购金额最高，分别回购3.5亿元、3.03亿元、2.99亿元。从已完成回购来看，当日共1家公司 回购金额超千万。中国石化、江苏金租已完成回购金额最高，分别回购5.0亿元、80.59万元。 4、109.16亿元市值限售股今日解禁 11月24日，共有15家公司限售股 ...

Core Viewpoint - Lianyun Technology announced a significant unlock of 223 million restricted shares, representing 48.52% of its total share capital, scheduled for December 1, which may impact the stock price due to the large volume of shares entering circulation [1][2]. Group 1: Share Unlock Details - The unlock includes 197 million shares from the initial public offering held by 11 shareholders and 26 million shares from strategic placements held by 7 shareholders, both with a lock-up period of 12 months from the company's listing date on November 29, 2023 [1]. - Two shareholders from Hikvision hold a combined 135 million shares, accounting for 60.48% of the total unlocked shares, with all 18 shareholders having no remaining restricted shares post-unlock [1]. - The proportion of unrestricted shares will increase from 14.15% at the time of listing to 62.67% after the unlock, significantly enhancing market liquidity [1]. Group 2: Financial Performance - For the first three quarters of 2025, Lianyun Technology reported total revenue of 921 million yuan, a year-on-year increase of 11.59%, and a net profit attributable to shareholders of 90.06 million yuan, up 23.05% [2]. - The company's net profit excluding non-recurring items surged by 141.76% to 62.14 million yuan, with net cash flow from operating activities reaching 109 million yuan, compared to a negative 93.45 million yuan in the same period last year [2]. Group 3: Market Analysis - As of November 21, Lianyun Technology's closing price was 46.35 yuan per share, with the market value of the unlocked shares estimated at approximately 10.3 billion yuan, raising concerns about potential stock price impacts [2]. - Analysts note that the company's high price-to-earnings ratio and the weak overall market conditions may lead to stock price volatility due to the large unlock, although strong fundamentals and significant holdings by long-term investors may mitigate panic selling [2].

Group 1 - The domestic gasoline and diesel prices are expected to decrease by 50 yuan per ton due to a change in the average price of crude oil, which is currently at 61.83 USD per barrel with a change rate of -0.97% [1] Group 2 - MSCI announced the inclusion of 17 new stocks and the removal of 16 stocks from the MSCI China A-share Index, effective after the market closes on November 24, 2025 [2] Group 3 - Huawei is set to hold a product launch event on November 25, 2023, featuring the Mate 80 series, which includes four models: Mate 80, Mate 80 Pro, Mate 80 Pro Max, and Mate 80 RS [3] Group 4 - The 2025 China Automotive Supply Chain Conference will take place from November 24 to 26, 2025, in Wuhu, focusing on the theme "Chain Driving New Quality of Industrial Ecology" [4] Group 5 - Over 200 billion yuan worth of restricted shares will be unlocked next week, with Southern Airlines leading the way at 56.89 billion yuan [5] - The peak unlocking date is November 24, with significant unlocks from Southern Airlines (56.89 billion yuan), Huadong Holdings (17.42 billion yuan), and Sains (14.49 billion yuan) [5] Group 6 - Two new stocks will be issued next week: Moer Thread on November 24 at an issue price of 114.28 yuan per share, and Bai Ao Sai Tu on November 28 [7][8]

Group 1 - The company Shanshan Co., Ltd. (SH 600884) announced that 29.58 million restricted shares will be unlocked and listed for trading on November 27, 2025, accounting for 1.32% of the total share capital [1] - For the fiscal year 2024, the revenue composition of Shanshan Co., Ltd. is as follows: polarizers account for 55.26%, anode materials account for 43.88%, and other businesses account for 0.86% [1] - As of the report date, the market capitalization of Shanshan Co., Ltd. is 27.5 billion yuan [1]

Core Viewpoint - On November 21, a total of 9 companies had their restricted shares unlocked, with a total unlocking volume of 753 million shares, amounting to a market value of 49.147 billion yuan based on the latest closing price [1] Summary by Category Unlocking Volume - The companies with the highest unlocking volumes are Ruijie Networks, Jinghua New Materials, and Fenghuo Communication, with unlocking shares of 700 million, 27.1998 million, and 17.2516 million respectively [1] Unlocking Market Value - In terms of unlocking market value, Ruijie Networks, Jinghua New Materials, and Fenghuo Communication lead with values of 47.866 billion yuan, 0.702 billion yuan, and 0.039 billion yuan respectively [1] Unlocking Ratio - One company has an unlocking ratio exceeding 10%. The unlocking ratios for Ruijie Networks, Jinghua New Materials, and Fenghuo Communication are 88.0%, 9.39%, and 1.34% respectively [1]

（原标题：今日看点｜中国11月LPR将公布） 4、61.11亿元市值限售股今日解禁 11月20日，共有5家公司限售股解禁，合计解禁量为2.37亿股，按最新收盘价计算，合计解禁市值为 61.11亿元。 从解禁量来看，3家公司解禁股数超千万股。金天钛业、品高股份、聚星科技解禁量居前，解禁股数分 别为1.5亿股、4895.85万股、3733.11万股。从解禁市值来看，3家公司解禁股数超亿元。金天钛业、品 高股份、聚星科技解禁市值居前，解禁市值分别为29.81亿元、20.3亿元、9.55亿元。 11月20日重点关注的财经要闻与资本市场大事： 1、中国11月LPR将公布 11月20日，本月一年期和五年期以上贷款市场报价利率（LPR）将公布。 2、商务部将召开例行新闻发布会，介绍近期商务领域重点工作有关情况 11月20日下午3时，商务部将举行新闻发布会，请新闻发言人介绍近期商务领域重点工作有关情况，并 答记者问。 3、2025世界计算大会将举行 11月20日至21日，2025世界计算大会将在长沙举行。大会将发布"全球计算十大创新成就"和"十大发展 趋势"等，为全球计算产业发展提供方向指引。 5、20家公司披露回购进展 1 ...