一、市场行情回顾 | 证券名称 | 日涨跌幅 | 今年以来 涨跌幅 | | --- | --- | --- | | 恒生中国央企指数 | -1.44% | 28.31% | | 恒生指数 | -1.72% | 29.26% | | 恒生科技指数 | -1.93% | 26.36% | | 数据来源： Wind，日期截至2025-11-18 | | | | 证券名称 | 日涨跌幅 | 今年以来 涨跌幅 | | --- | --- | --- | | 科创20 | 0.29% | 37.31% | | 科创100 | -0.09% | 46.62% | | 科创综指 | -0.20% | 42.70% | | 中证A50 | -0.50% | 12.85% | | 沪深300 | -0.65% | 16.09% | | 上证指数 | -0.81% | 17.54% | | 深证成指 | -0.92% | 25.60% | | 中证1000 | -1.00% | 25.02% | | 创业板50 | -1.11% | 49.90% | | 创业板指 | -1.16% | 43.31% | | 中证500 | -1. ...

Group 1: International Relations - China's Foreign Ministry spokesperson Mao Ning emphasized the country's unwavering stance on core interests and international justice in response to Japanese Prime Minister's remarks on Taiwan, indicating a potential decline in China-Japan relations [1] - The Ministry of Commerce criticized the U.S. for modifying patent invalidation rules, claiming it discriminates against Chinese enterprises and violates international obligations [2] Group 2: Financial Sector Developments - The Financial Regulatory Administration held a meeting to promote a market-oriented, legal, and international business environment, aiming to support the Hainan Free Trade Port as a key gateway for China's new era of opening up [3] Group 3: Technology and AI Sector - Xiaomi Group reported Q3 revenue of 113.12 billion RMB, a 22.3% year-on-year increase, with adjusted net profit reaching a record high of 11.3 billion RMB, up 80.9% [7] - Baidu's Q3 earnings showed total revenue of 31.2 billion RMB, with core revenue at 24.7 billion RMB, and AI business revenue growing over 50% [8] - Pinduoduo's Q3 revenue was 108.28 billion RMB, a 9% year-on-year increase, with adjusted net profit of 31.38 billion RMB, up 14% [8] - Xiaomi's president noted that the current rise in memory prices is driven by increased demand for HBM due to AI [5] Group 4: Mergers and Acquisitions - Saiwei Electronics announced plans to acquire a stake in Chip East, focusing on the lithography machine sector [9] - Aik Shares is planning to acquire Dongguan Silicon Holdings, with stock suspension in effect [9] - Tianyi Ma intends to purchase 98.56% of Xingyun Kaiwu for 1.189 billion RMB [9] - Shengbang Shares plans to acquire 60% of Wuxi Wokeke, which is expected to constitute a major asset restructuring [9] Group 5: Stock Market Updates - *ST Dongyi announced the end of stock suspension and resumption of trading [10] - Huayuan Communication reported that Dingyun Industry will become the controlling shareholder, with stock resuming trading [10] - *ST Zhengping announced a stock suspension for the third time in two months for verification [11] Group 6: Investment and Financial Products - Zhongwen Media announced plans to use 9.5 billion RMB of idle funds to purchase financial products [12] - Shengxin Lithium Energy plans to sign a framework agreement with Huayou Holding Group for the supply of 221,400 tons of lithium salt from 2026 to 2030 [12] - Xiamen Tungsten New Energy intends to invest 1.525 billion RMB to establish a wholly-owned subsidiary for a project producing 50,000 tons of high-performance low-cobalt battery materials [12] Group 7: Legal and Regulatory News - A U.S. federal judge ruled in favor of Meta in an antitrust lawsuit, allowing Instagram and WhatsApp to remain integrated [16] - The U.S. Congress passed a bill requiring the Department of Justice to release all documents related to the Epstein case [18]

Group 1 - The Ministry of Commerce criticized the recent changes by the U.S. regarding patent invalidation rules under the guise of "national security," stating it violates international intellectual property obligations and discriminates against Chinese enterprises [1][1] - The Industrial and Information Technology Ministry issued guidelines for high-standard digital park construction, aiming to establish around 200 digital parks by 2027, achieving full coverage of digital transformation for industrial enterprises [1][1] - The People's Bank of China and 12 departments released a plan to boost consumption in Beijing, emphasizing financial support for automobile purchases, especially for new energy vehicles, and encouraging tech companies to raise funds through the bond market [1][1] Group 2 - Hainan Free Trade Port is set to enter a 30-day countdown for full closure operations, with preparations nearly complete [1][1] - The China-Europe Railway Express development report indicated that by October 2025, the service will have operated 118,600 trains, transporting 11.7 million TEUs to 232 cities across 26 European countries [1][1] - The State Grid and Southern Power Grid announced the approval of three interconnection projects, which will enhance power transmission capacity to 9 million kilowatts by 2027 [1][1] Group 3 - Xiaomi Group reported third-quarter revenue of 113.12 billion yuan, a year-on-year increase of 22.3%, with adjusted net profit reaching a record high of 11.3 billion yuan, up 80.9% [1][1] - Baidu's third-quarter revenue reached 31.2 billion yuan, with core revenue at 24.7 billion yuan, and AI business revenue grew over 50% [2][2] - The China Construction Bank opened a RMB clearing bank in Turkey, marking the start of RMB clearing services and facilitating trade and investment between the two countries [2][2]

《指南》提出，健全数字化基础设施。升级网络基础设施，推动5G—A、万兆光网等网络基础设施建设 和演进升级，推进标识解析体系广泛应用，打造高速泛在、敏捷可靠的网络通道。优化算力基础设施， 科学合理统筹通算、智算、超算等多元算力应用，提高算力资源利用效率。 新华财经北京11月18日电工业和信息化部办公厅18日发布《高标准数字园区建设指南》（以下简称《指 南》），旨在加快打造一批高标准数字园区，引领带动各类园区加快数字化转型步伐。 《指南》还提出，升级数字化生活性服务。推动园区居住服务数字化，集成线上物业、智能安防、楼宇 可视化等服务，提供智慧停车管理、智能路线调度等服务，发展商品无人配送等服务，打造智慧宜居生 活环境。 《指南》提出，到2027年，建成200个左右高标准数字园区，实现园区规上工业企业数字化改造全覆 盖，园区管理、服务数字化水平明显提升，形成一批可复制可推广的数智赋能园区发展的典型模式，园 区发展质量和效益显著提升。 《指南》提出，打造企业数字化转型标杆。聚焦园区主导产业，依托制造业数字化转型通用评估指标体 系引导企业数字化改造，建设制造业数字化转型促进中心等载体，深化新一代信息技术全链条赋能应 用 ...

Group 1 - *ST Zhengping has been suspended for the third time in two months for verification [3] - China First Heavy Industries' Chairman Lu Wenjun has been arrested on suspicion of bribery [3] - Xiaomi Group reported a 22.3% year-on-year increase in revenue for the third quarter, with adjusted net profit rising by 80.9% year-on-year [3]

算力基础设施实现有效部署和应用 《指南》提出，目标到2027年，建成200个左右高标准数字园区，实现园区规上工业企业数字化改造全 覆盖，园区管理、服务数字化水平明显提升，形成一批可复制可推广的数智赋能园区发展的典型模式， 园区发展质量和效益显著提升。工业互联网应用覆盖园区全部行业，规上工业企业数字化改造覆盖率达 100%。数字基础设施支撑作用显著增强，双千兆网络覆盖率达100%，算力基础设施实现有效部署和应 用，数据开放共享、安全保障水平显著提升。 来源：央视新闻客户端 11月18日，工业和信息化部办公厅印发《高标准数字园区建设指南》（下文简称《指南》）。 到2027年 建成200个左右高标准数字园区 优化算力基础设施 科学合理统筹通算、智算、超算等多元算力应用 强化"人工智能+可信数据空间"应用 《指南》还提出，健全数字化基础设施。升级网络基础设施，推动5G-A、万兆光网等网络基础设施建 设和演进升级，推进标识解析体系广泛应用，打造高速泛在、敏捷可靠的网络通道。优化算力基础设 施，科学合理统筹通算、智算、超算等多元算力应用，提高算力资源利用效率。 推动园区数据服务创新 《指南》提出，构筑数据开发利用平台。统 ...