11月16日，省委常委、市委书记、市长盛阅春前往仙桃、天门、潜江调研武汉都市圈协 同发展工作。他强调，要深入学习贯彻党的二十届四中全会精神和习近平总书记考察湖北重 要讲话精神，认真落实省委、省政府部署要求，深化合作，同题共答，加快提升武汉都市圈 发展能级，推动长江中游城市群成为全国高质量发展增长极。 在仙桃，盛阅春先后走进仙桃国家高新区智能制造产业园、武汉远大医药产业园，详细 了解智能制造、生物医药产业发展。他说，仙桃文化底蕴深厚、资源要素丰富，近年来经济 社会发展成就喜人。两地地域相连、人缘相亲，希望在产业园区共建、创新资源共享等方面 进一步深化合作，共同推动高质量发展。 市领导陈劲超、曾晟参加调研。 在天门，盛阅春先后来到沿江高铁天门站、永昌（天门）新材料有限公司，察看沿江高 铁天门段建设进展，了解天门纺织服装产业发展情况。他说，天门交通区位优越、产业特色 鲜明，近年来高质量发展取得新进展、新成效。希望两地加强沟通协作，进一步拓展合作领 域、创新合作方式，取得更多务实成果。 编辑：胡之澜 在潜江，盛阅春先后来到汉江兴隆枢纽2000吨级二线船闸工程项目、湖北鼎龙汇盛新材 料有限公司，详细了解项目建设、企业运 ...

纽约股市三大股指11月14日涨跌不一。截至11月14日收盘，道琼斯工业平均指数比前一交易日下跌 309.74点，收于47147.48点，跌幅为0.65%；标准普尔500种股票指数下跌3.38点，收于6734.11点，跌幅 为0.05%；纳斯达克综合指数上涨30.23点，收于22900.59点，涨幅为0.13%。 欧洲三大股指11月14日全线下跌。截至11月14日收盘，英国富时100种股票平均价格指数14日报收于 9698.37点，较前一交易日下跌109.31点，跌幅为1.11%。法国巴黎股市CAC40指数报收于8170.09点，较 前一交易日下跌62.40点，跌幅为0.76%；德国法兰克福股市DAX指数报收于23876.55点，较前一交易日 下跌165.07点，跌幅为0.69%。 国际油价11月14日上涨。截至11月14日收盘，纽约商品交易所12月交货的轻质原油期货价格上涨1.40美 元，收于每桶60.09美元，涨幅为2.39%；1月交货的伦敦布伦特原油期货价格上涨1.38美元，收于每桶 64.39美元，涨幅为2.19%。 1、国务院常务会议：增强消费品供需适配性 上周A股 过去一周（11月10日—11月14 ...

Core Points - The State Council meeting, chaired by Premier Li Qiang, focused on the implementation of the "two重" construction and enhancing the adaptability of supply and demand in consumer goods to promote consumption [2][3] - The meeting emphasized the importance of aligning "two重" construction with the overall goals of the 14th Five-Year Plan, highlighting strategic, forward-looking, and holistic requirements [2] - Discussions included the revision of the Trademark Law and the approval of the revised Funeral Management Regulations, aiming to strengthen trademark management and protection [4][5] Group 1: "Two重" Construction - The meeting underscored the need to plan and advance "two重" construction within the framework of the 14th Five-Year Plan, focusing on strategic and holistic requirements [2] - It called for optimizing project reviews, emphasizing innovation input and intangible asset investment to promote new productive forces [2] - A mechanism for project coordination and strict management of engineering quality and safety was highlighted, along with the need for effective asset management and operation [2] Group 2: Enhancing Supply and Demand Adaptability - Enhancing supply and demand adaptability is seen as a key measure to unleash consumption potential and facilitate economic circulation [3] - The meeting advocated for consumption upgrades to lead industrial upgrades, ensuring high-quality supply meets diverse consumer needs [3] - It emphasized the importance of developing new products and value-added services through the application of new technologies and models, particularly in key industries [3] Group 3: Education and Talent Development - The meeting acknowledged the progress made in implementing the spirit of the National Education Conference, with a focus on building a strong education nation [3] - It called for a coordinated mechanism to promote education, technology, and talent development, aiming to cultivate urgently needed innovative talents [3] - Addressing public concerns in the education sector and increasing the supply of quality educational resources were also emphasized [3] Group 4: Legal Revisions - The meeting discussed and approved the draft revision of the Trademark Law, which will be submitted to the National People's Congress for review [4] - The revised Funeral Management Regulations were also approved, indicating a move towards improved management in this sector [5]

Core Viewpoint - The A-share market is currently in a consolidation phase, with rapid rotation between sectors, particularly as funds shift towards lithium batteries and electrolyte themes, while the technology sector is undergoing a correction after significant gains [1] Sector Summaries 1. Market Dynamics - The A-share market is experiencing a continued consolidation pattern, with funds rotating quickly between sectors [1] - The technology sector, which had previously seen substantial gains, is now in a state of correction [1] - There is a notable shift of funds towards lithium batteries and electrolyte themes, indicating a change in investment focus [1] 2. Institutional Positioning - As the year-end approaches, institutional allocations are likely to become more balanced, preparing for the economic outlook for the next year [1] - The year-end market is expected to maintain a volatile structure [1] 3. Investment Opportunities - In the context of sector rotation, there are opportunities in themes such as anti-involution and dividends [1] - **Anti-involution Sector**: The focus on addressing "involution" competition is becoming a key macroeconomic control measure, enhancing the long-term investment value of related sectors [1] - **New Productive Forces**: Technology companies that align with national strategies and possess genuine technological barriers are expected to be a significant investment theme in the A-share market [1] - **Consumer Sector**: As a crucial part of domestic demand, consumption plays a vital role in stabilizing the economic foundation, with particular attention on service consumption and new consumption segments [1] - **"Dual" Sector**: Project construction is anticipated to drive the improvement and development of the industrial chain, benefiting related companies through increased orders and performance releases [1]

Group 1 - The S&P 500 index experienced a mid-session rebound failure and closed down last Friday [1] - Bitcoin fell below $93,000 during early Asian trading on Monday, erasing its gains for the year [1] - The Chinese government is implementing policies to enhance the adaptability of supply and demand in consumer goods to further promote consumption [1] Group 2 - The Chinese Ministry of Finance is committed to effectively implementing an active fiscal policy, focusing on expanding domestic demand and supporting the construction of a strong domestic market [1] - The Chinese State Administration for Market Regulation released a draft guideline on antitrust compliance for internet platforms, identifying eight new types of monopoly risk scenarios [1] - A prominent short-seller, Burry, has raised concerns about accounting practices among U.S. tech giants, suggesting that profits may be overstated [1]

华见早安之声 市场概述 上周五： 英伟达反弹近2%， 助纳指扭转三连跌，标普反弹失利、和道指两连阴，但全周惊险累涨，纳指连跌两周。媒体称英财相考虑放弃提高个税， 十 年期英债收益率跃升超10个基点。 盘中原油高涨、金银大跌。原油两日反弹、扭转全周跌势，美油一度涨超3%。黄金两连跌仍连涨两周，期金一度跌近 4%；期银跌近5%，但全周反弹超5%。亚洲时段，AH股双双收跌，沪指失守4000点，创业板跌超3%，算力硬件产业链领跌，科指跌超2%，百度下跌7%， 创新药逆势上涨。 加密货币熊市加剧。 比特币上周五盘中跌破9.5万美元，本周一亚市盘初， 一度跌破9.3万美元， 抹平今年内所有涨幅，较日高跌近4%，较10月6日涨破12.6 万美元所创的盘中最高纪录跌超3万美元、跌逾26%。 要闻 《求是》杂志发表中共中央总书记重要文章《因地制宜发展新质生产力》 。韩文秀《求是》署名文章：深刻领会因地制宜发展新质生产力的重 要论述和决策部署。 李强主持召开国务院常务会议， 部署增强消费品供需适配性进一步促进消费政策措施。 财政部：有力有效实施积极的财政政策，坚持扩大内需， 支持建设强大国内市场。 吴清：抓紧研究谋划"十五五"时 ...

转自：上海证券报 新华财经上海11月17日电 黄海之滨，琴岛潮升。 11月14日，初冬的青岛洋溢着创新创业的炽热气氛。"AI聚能·智汇青岛"——2025年青岛市具身智能机 器人产业对接会在此隆重启幕。这场盛会如同强大的产业磁场，吸引了全国60余家具身智能领域优强企 业和90余位投资人，与青岛本地35家龙头企业及政企部门负责人齐聚一堂，共同描绘具身智能机器人产 业的发展新蓝图。 "青岛正全力构建'10+1'创新型产业体系。在人工智能赛道上，我们已经集聚机器人及零部件企业近百 家、人工智能企业500余家，形成了全链条产业生态。"青岛市委常委、副市长王波在对接会致辞中介 绍，"今年前三季度，青岛人工智能产业规模已达590亿元，全年有望突破900亿元大关。"更令人振奋的 是，青岛拥有超8万家制造业企业、千亿级海洋经济的多元化应用场景，搭配5700P算力、100亿元产业 基金、2900亩专业园区及专项政策的强力支撑，为产业发展构筑了坚实根基。 立足于这一坚实基础，青岛市政府副秘书长、高质量招商引资指挥部办公室执行主任王震表示："此次 大会紧密结合产业细分领域与青岛资源特点，策划了分组式对接环节，旨在精准链接具身智能领域 ...

全国首家股份制银行金融资产投资公司成立注册资本100亿元 应新西兰议会议长布朗利、澳大利亚联邦议会参议长莱恩斯和众议长迪克邀请，全国人大常委会委员长赵乐际将于11月19日至25日对新西兰、澳大利亚进行 正式友好访问。（新华社） 中央财办分管日常工作的副主任、中央农办主任韩文秀在2025年第22期《求是》杂志中发表署名文章《深刻领会因地制宜发展新质生产力的重要论述和决策 部署》。文章提出，全面加强自主创新。这是发展新质生产力的核心驱动。要加强科技创新特别是原创性、颠覆性科技创新，加快实现高水平科技自立自 强。文章提到，建设强大国内市场。这是发展新质生产力的丰饶沃土。要建立高标准市场体系，创新生产要素配置方式，让各类先进优质生产要素向发展新 质生产力顺畅流动。同时，要以新需求引领新供给，以新供给创造新需求。（新华财经） 农业农村部最新农情调度显示，目前，全国冬小麦播种已过八成。其中黄淮海近八成半。分省看，河南近八成，安徽过八成，江苏六成半，山东、陕西近九 成，山西过九成。此外，冬油菜播种基本结束。由于前期连续阴雨导致部分主产区冬小麦播期推迟，当前，各地正抢抓农时，有力推进秋冬种。（央视新 闻） 教育部16日发布留 ...

Group 1 - The event on November 14 involved 3039 representatives from various levels engaging with citizens to gather opinions and suggestions, focusing on the theme of "listening to public opinion and gathering confidence for development" [1] - The city leaders emphasized the importance of high-quality legislation and effective supervision to promote development and address major issues, aligning with the goals of the upcoming "15th Five-Year Plan" [2][3] - The representatives encouraged citizens to actively participate in providing suggestions to enhance the implementation of whole-process people's democracy [2] Group 2 - The event facilitated direct communication between representatives and citizens, allowing for the collection of 4209 opinions and suggestions from 6388 citizens, highlighting the effectiveness of the unified reception system [6] - The city government plans to analyze and address the collected suggestions to ensure a responsive governance approach, aiming for a closed-loop management of feedback [6] - The engagement with local businesses, such as Jiangsu Sop Group, focused on addressing core development needs and promoting high-quality development amidst industry fluctuations [5]

11月16日，第二十七届中国国际高新技术成果交易会(简称"高交会")在深圳落下帷幕。本届展会吸引了 全球120多个国家和地区的专业观众前来参展参。3天累计入场人数突破45万人次，同比增长13%；现场 发布新产品新成果5000余项，同期举办重大活动200余场，共促成1023项供需对接和投融资项目签约， 意向成交与投融资金额突破1700亿元。 意向成交额创新高 中国科创动能强劲 作为"中国科技第一展"，意向成交与投融资金额创新高折射出中国高科技创新的强劲动力。 本届高交会设置了人工智能与机器人、半导体与集成电路、消费电子、新能源汽车、低空经济与商业航 天等展区，均为与新质生产力相关的最前沿行业，展品是各行业最尖端产品、最先进的技术与解决方 案。 "这次来高交会，看到了不少让人'眼前一亮'的项目。"赛创未来创投福州公司副总经理、产业招商总监 林远涛告诉上海证券报记者。据了解，在展会上，90%以上实物展品为"高、精、尖"技术与产品。 备受关注的具身智能展区展出了从核心零部件到整机及各种场景应用。宇树科技人形机器人拳击格斗， 零次方机器人轮臂人形机器人Zerith H1做家务，肯綮科技外骨骼机器人助力观众轻松"爬山"… ...