1.《疯狂动物城2》票房超第一部，成为中国影史进口动画票房冠军 据灯塔专业版，截至11月30日0时，影片《疯狂动物城2》票房已突破16亿，超过第一部《疯狂动物城》 15.40亿的票房成绩，成为中国影史进口动画票房冠军。 2.旧国标电动自行车全面停售 根据官方公告，所有销售的电动自行车产品均必须符合新版强制性国家标准，即《电动自行车安全技术规 范》(GB17761-2024)，"旧国标"电动自行车全面停售。该标准于9月1日正式实施，其中生产环节实施时间是 2025年9月1日，当时的新产品已经全面转为新国标。销售环节实施时间是2025年12月1日。新国标明确规定 电动自行车最高设计车速不得超过25km/h，并要求超过25km/h时电动机自动停止动力输出，可有效遏制超 速行驶带来的安全隐患。 3.2025全球开发者先锋大会暨国际具身智能技能大赛12月举行，将首次引入机器人裁判 2025全球开发者先锋大会暨国际具身智能技能大赛将于12月12日至14日在上海张江科学会堂举行。从工业 生产到社会服务、从家庭助理到应急救援、从医疗照护到艺术演绎，本次大赛设置了6大主题赛道、8大场 景赛项，涵盖19个细分赛项，几乎囊括机器人 ...

Core Viewpoint - The manufacturing sector in China showed signs of improvement in November, with the Purchasing Managers' Index (PMI) rising to 49.2%, an increase of 0.2 percentage points from the previous month, driven by policy support, seasonal production peaks, and a marginal recovery in external demand [2] Group 1: Manufacturing Sector Insights - The production and business activity expectation index rose to 53.1%, indicating increased confidence among manufacturing enterprises regarding market developments [2] - The high-tech manufacturing PMI decreased by 0.4 percentage points to 50.1%, yet it remains in the expansion zone, reflecting strong growth and resilience against shocks [2] - The PMI for small enterprises significantly improved to 49.1%, up by 2.0 percentage points, marking a six-month high and indicating a notable enhancement in economic conditions for these businesses [2][3] Group 2: Small Enterprises Analysis - The recovery in small enterprise PMI is attributed to effective policy support such as tax reductions and financing preferences, alongside a rebound in downstream consumer demand [3] - The rise in small enterprise PMI suggests that inclusive financial policies and tax cuts are effectively stimulating market vitality, which could improve employment and enhance economic momentum [3] - Despite the improvement, small enterprises still face challenges such as insufficient demand and financing difficulties, necessitating ongoing policy support to sustain positive trends [4] Group 3: Construction Sector Insights - The construction sector's business activity index rose to 49.6%, an increase of 0.5 percentage points, indicating a recovery in the industry [4] - The business activity expectation index for the construction sector reached 57.9%, reflecting improved confidence among construction enterprises regarding future industry trends [4] - The marginal improvement in construction PMI is driven by increased infrastructure investment and a slight easing of real estate policies, coupled with seasonal demand increases during winter [4][5]

Morning session notice Morning session notice 早盘提示 早盘提示 更多精彩内容请关注格林大华期货官方微信 更多精彩内容请关注格林大华期货官方微信 格林大华期货研究院 证监许可【2011】1288 号 2025 年 12 月 1 日星期一 研究员： 刘洋 从业资格： F3063825 交易咨询资格：Z0016580 联系方式：liuyang18036@greendh.com | 板块 | 品种 | 多（空） | 推荐理由 | | --- | --- | --- | --- | | | | | 【行情复盘】 上周五国债期货主力合约开盘集体高开，早盘小幅冲高后回落，午后横向窄幅波动， 截至收盘 30 年期国债期货主力合约 TL2603 上涨 0.05%，10 年期 T2603 上涨 0.03%， 5 年期 TF2603 下跌 0.03%，2 年期 TS2603 下跌 0.02%。 【重要资讯】 | | | | | 1、公开市场：上周五央行开展了 3013 亿元 7 天期逆回购操作，当天有 3750 亿元 逆回购到期，当日合计净回笼 737 亿元。 | | | | | 2 ...

Group 1: Manufacturing Sector Overview - In November, China's Manufacturing Purchasing Managers' Index (PMI) was 49.2%, an increase of 0.2 percentage points from the previous month, indicating an improvement in economic conditions [1] - The production index and new orders index for November were 50.0% and 49.2%, respectively, rising by 0.3 and 0.4 percentage points, with the production index reaching the critical point [1] - The new export orders index increased by 1.7 percentage points to 47.6%, marking the second highest point since April of this year, reflecting strong resilience in exports [1] Group 2: Business Confidence and Expectations - The manufacturing production and business activity expectation index rose by 0.3 percentage points to 53.1%, indicating heightened confidence among manufacturers regarding market developments [2] - Large enterprises' PMI was 49.3%, down 0.6 percentage points, while medium and small enterprises' PMIs were 48.9% and 49.1%, up 0.2 and 2.0 percentage points, respectively, with small enterprises reaching a six-month high [2] - High-tech manufacturing maintained expansion with a PMI of 50.1%, remaining above the critical point for ten consecutive months, while equipment manufacturing and consumer goods sectors saw declines [2] Group 3: Price Trends and Inventory - In November, the purchasing price index and factory price index were 53.6% and 48.2%, respectively, both showing increases from the previous month [3] - The procurement willingness improved, with the procurement volume index at 49.5%, up 0.5 percentage points, while raw material inventory index remained stable at 47.3% [3] - The construction sector showed signs of steady recovery, with the business activity index at 49.6%, a slight increase of 0.5 percentage points, and new orders index rising to 46.1% [3] Group 4: Service Sector Performance - The service sector's business activity index fell to 49.5%, down 0.7 percentage points, indicating a return below the prosperity line [4] - The new orders index for the service sector dropped to 45.6%, reflecting insufficient recovery in market demand [4] - Despite short-term demand disruptions, the service sector's confidence remains supported, with expectations for recovery as policy benefits are released [4]

Group 1 - The manufacturing Purchasing Managers' Index (PMI) in China for November is reported at 49.2%, showing a 0.2 percentage point increase from the previous month, indicating an improvement in economic conditions [1] - The production index and new orders index for the manufacturing sector are at 50% and 49.2% respectively, with increases of 0.3 and 0.4 percentage points from last month, suggesting improvements in both production and demand [1] - The PMI for small enterprises is at 49.1%, up by 2 percentage points, marking a six-month high and a significant recovery in economic conditions [1] Group 2 - The production indices for equipment manufacturing, high-tech manufacturing, and consumer goods manufacturing remain in the expansion zone, while the basic raw materials sector shows an upward trend, indicating stable recovery in manufacturing activities [2] - The production and business activity expectation index is at 53.1%, reflecting a 0.3 percentage point increase from the previous month, suggesting enhanced confidence among manufacturing enterprises regarding market development [2] - Industries such as non-ferrous metal smelting and processing, as well as railway, shipbuilding, and aerospace equipment, have production expectation indices above 57%, indicating a high level of optimism among related enterprises [2]

5.当地时间11月30日，美国国务卿鲁比奥在当日举行的美乌新一轮谈判后表示，与乌方的会谈"富有成 效"，但还有很多工作要做。他同时表示，美国政府会在未来一周加强外交努力，美国中东问题特使威 特科夫预计将前往莫斯科进行进一步会谈。 6.11月29日消息，公安部对2018年制定的《公安机关互联网安全监督检查规定》进行修订，起草了《公 安机关网络空间安全监督检查办法（征求意见稿）》，现向社会公开征求意见。主要包括六方面内容： 一是明确监督检查对象。二是明确监督检查方式。三是明确监督检查内容。四是明确监督检查频次。五 是明确检查结果运用。六是明确相关法律责任。 重要的消息有哪些 1.国务院安委会日前印发通知，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（包括居民住宅建筑和办公、医疗、商业等公共建筑）开展排查整治，特别是正在 进行外墙改造施工和内部局部装修改造的高层民用建筑，全面加强高层建筑消防安全管理，切实保障人 民群众生命财产安全。 2.国家统计局发布数据显示，11月份，制造业采购经理指数（PMI）为49.2%，比上月上升0.2个百分 点，景气水平有所改善。从企业规模看，大型企 ...

Core Insights - The manufacturing Purchasing Managers' Index (PMI) in China for November is reported at 49.2%, reflecting a 0.2 percentage point increase from the previous month, indicating an improvement in economic conditions [1] Group 1: Manufacturing Sector Performance - The new export orders index stands at 47.6%, which is a 1.7 percentage point increase from last month, showing a significant rise in demand [1] - The high-tech manufacturing sector's new export orders index increased by over 3 percentage points compared to last month, while the consumer goods manufacturing sector's new export orders index rose by over 2 percentage points [1] - Overall, the new orders index for manufacturing is at 49.2%, up by 0.4 percentage points from the previous month, suggesting a recovery in market demand [1] Group 2: Business Confidence - The production and business activity expectation index is at 53.1%, which is a 0.3 percentage point increase from last month, indicating enhanced confidence among manufacturing enterprises regarding recent market developments [1]

Core Viewpoint - The manufacturing Purchasing Managers' Index (PMI) in China for November is reported at 49.2%, indicating a slight improvement in the manufacturing sector's performance compared to the previous month [1] Summary by Categories Manufacturing PMI - The manufacturing PMI increased by 0.2 percentage points from the previous month, reflecting an overall improvement in the sector's economic conditions [1] Sub-indices Performance - The new export orders index stands at 47.6%, up by 1.7 percentage points from last month, showing a significant rise [1] - The high-tech manufacturing sector's new export orders index increased by over 3 percentage points compared to the previous month [1] - The consumer goods manufacturing sector's new export orders index rose by more than 2 percentage points from last month [1] Market Demand and Confidence - The overall market demand in the manufacturing sector is recovering, with the new orders index at 49.2%, an increase of 0.4 percentage points from the previous month [1] - The production and business activity expectations index is at 53.1%, which is an increase of 0.3 percentage points, indicating enhanced confidence among manufacturing enterprises regarding recent market developments [1]

分企业类型看，大型企业PMI为49.3%，比上月下降0.6个百分点；中型企业PMI为48.9%，比上月上升 0.2个百分点，景气度有所改善；小型企业PMI为49.1%，比上月上升2.0个百分点，为近6个月高点，景 气水平显著回升。 中新社北京11月30日电 (记者王恩博)中国国家统计局11月30日公布，11月份，中国制造业采购经理指数 (PMI)为49.2%，比上月上升0.2个百分点，景气水平有所改善。 国家统计局服务业调查中心首席统计师霍丽慧表示，11月份制造业PMI中，生产指数和新订单指数分别 为50.0%和49.2%，比上月上升0.3个和0.4个百分点，其中生产指数升至临界点，制造业产需两端均有改 善。从行业看，农副食品加工、有色金属冶炼及压延加工等行业生产指数和新订单指数均位于扩张区 间，产需两端较为活跃。 11月份，高技术制造业PMI为50.1%，连续10个月位于临界点以上，相关行业继续保持增长。装备制造 业和消费品行业PMI分别为49.8%和49.4%，比上月下降0.4个和0.7个百分点。高耗能行业PMI为48.4%， 比上月上升1.1个百分点，景气水平低位回升。 此外，反映制造业企业信心的生产经 ...

【纠错】 【责任编辑:赵阳】 此外，高技术制造业PMI为50.1%，连续10个月位于临界点以上，相关行业继续保持增长。 数据还显示，11月份，生产经营活动预期指数为53.1%，比上月上升0.3个百分点，制造业企业对近期市 场发展信心有所增强。 新华社北京11月30日电（记者王雨萧）国家统计局服务业调查中心、中国物流与采购联合会11月30日发 布数据显示，11月份，制造业采购经理指数（PMI）为49.2%，比上月上升0.2个百分点，景气水平有所 改善。 数据显示，11月份，生产指数和新订单指数分别为50.0%和49.2%，比上月上升0.3个和0.4个百分点，其 中生产指数升至临界点，制造业产需两端均有改善。11月份，大型企业PMI为49.3%，比上月下降0.6个 百分点，景气水平回落；中型企业PMI为48.9%，比上月上升0.2个百分点，景气度有所改善；小型企业 PMI为49.1%，比上月上升2.0个百分点，为近6个月高点，景气水平显著回升。 ...