今日晚间重要公告抢先看——嘉美包装股票将于1月12日复牌；德福科技宣布终止收购卢森堡铜箔100% 股权；中国有色矿业预计2026年综合铜产量约48.4万吨。 中国有色矿业：预计2026年综合铜产量约48.4万吨 中国有色矿业公告，谦比希东南矿体主、副井于2025年12月完成修复工作，修复效果符合预期，该矿山 已于2026年1月1日正式复产。公司预计2026年综合铜产量约48.4万吨，其中阴极铜约13.4万吨，粗铜╱ 阳极铜约35万吨(含铜产品代加工服务)。受谦比希铜冶炼和卢阿拉巴铜冶炼按计划停产检修影响，粗铜 ╱阳极铜产量将有所下降。全年预计自有矿产产铜约15.5万吨；生产硫酸约90万吨；生产液态二氧化硫 约10万吨；生产氢氧化钴含钴约600吨。 华东医药：子公司产品纳入突破性治疗品种名单 华东医药（000963）公告，控股子公司浙江道尔生物科技有限公司自主研发的DR10624注射液被纳入突 破性治疗品种，拟定适应症为重度高甘油三酯血症。DR10624是全球首创的靶向FGF21R、GCGR、 GLP-1R的长效三特异性激动剂，分别于2023年10月及2025年10月获得中国CDE以及美国FDA批准开展 针对s ...

中新网长沙12月18日电 (刘曼)2025三湘民营企业百强榜18日在长沙正式发布，三一集团有限公司、长沙 市比亚迪汽车有限公司、蓝思科技股份有限公司等100家企业入围。与上年度相比，2025三湘民营百强 企业整体规模稳步攀升，营业收入总额、资产总额持续增长，均超过万亿元。 三湘民企百强坚持创新驱动，持续加大研发投入，创新能力不断提升。截至2024年末，三湘民营企业百 强国内外有效专利合计36161项，其中三一集团以16460项有效专利位居第一。 这些企业亦积极履行社会责任，2024年吸纳就业总数达71.63万人，较上年增加4.58万人。70家企业积极 参与助力乡村振兴，77家企业参与社会捐赠，捐赠总额超4.57亿元。(完) （文章来源：中国新闻网） 2021年，湖南省委办公厅、省政府办公厅印发《关于促进民营经济发展"六个一"工作方案的通知》，明 确每年评选发布三湘民营企业百强榜。从今年4月份开始，湖南省工商联对全省2024年度营业收入超过5 亿元的上规模民营企业进行调研，以年营业收入为主要参考指标，经审核审议后最终形成2025三湘民营 企业百强正式榜单。 2025三湘民企百强入围门槛为34.43亿元，营业收入 ...

Core Viewpoint - The A-share market shows positive momentum with the Shanghai Composite Index closing above the annual line, indicating a slight increase of 0.17% and a total trading volume of 1.352 trillion yuan [1] Group 1: Market Performance - As of 14:00 today, the Shanghai Composite Index is at 3876.74 points, above the annual line [1] - A total of 143 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates [1] Group 2: Notable Stocks - Yimin Group (600824) has a deviation rate of 9.76%, with a daily increase of 10.11% and a turnover rate of 10.46% [2] - AVIC Heavy Machinery (600765) shows a deviation rate of 7.06%, with a daily increase of 8.23% and a turnover rate of 7.59% [2] - Wanrun Technology (002654) has a deviation rate of 6.87%, with a daily increase of 7.80% and a turnover rate of 10.52% [2] - Other stocks with notable performance include Laiyifen (603777) with a deviation rate of 5.56% and a daily increase of 10.01% [2] - Hezhong Electric (603063) has a deviation rate of 5.36% and a daily increase of 6.07% [2]

天眼查App显示，近日，中山市安佳热电科技有限公司成立，法定代表人为黄文武，注册资本10万人民 币，经营范围为一般项目：五金产品研发；五金产品制造；五金产品零售；金属材料制造；金属材料销 售；有色金属压延加工；建筑装饰材料销售；高性能有色金属及合金材料销售；电线、电缆经营；机械 电气设备制造；机械电气设备销售；合成材料制造（不含危险化学品）；合成材料销售；高品质合成橡 胶销售；橡胶制品制造；橡胶制品销售；电子产品销售；电子元器件制造；电子元器件批发；家用电器 制造；家用电器销售；电子专用设备制造；电子专用设备销售；家用电器零配件销售；国内贸易代理。 （除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Insights - China's manufacturing sector is redefining global industrial rules, moving beyond the perception of being a low-cost labor market to a leader in complete industrial chains, efficient supply systems, and advanced automation technology [1][21]. Manufacturing Dominance - According to a UN report, by 2030, China's manufacturing industry is projected to account for 45% of the global market share, covering a wide range of products from small items like thermos cups to large-scale goods such as automobiles and infrastructure [4][19]. - China produces half of the world's steel, aluminum, magnesium, titanium, and cement, which are essential materials for various industries [6][19]. Energy and Production Efficiency - China controls one-third of global electricity generation, with industrial electricity consumption making up half of the world's total, ensuring continuous and efficient manufacturing operations [6][7]. - As of Q1 2025, the capacity utilization rate in key industries like black metal smelting reached 79.3%, indicating high operational efficiency [9]. Supply Chain and Innovation - Chinese manufacturing excels in supply chain responsiveness, with the ability to deliver samples to clients within three days, significantly faster than the lengthy processes often seen in Western countries [13]. - The integration of automation and robotics in factories, such as those seen in CATL's battery production, showcases China's shift from labor-intensive to highly automated production environments [11]. Global Industrial Landscape - Western countries are experiencing a decline in manufacturing and industrial hollowing, contrasting sharply with China's advancements in quality, efficiency, and low-carbon production [15][17]. - The comprehensive control over the entire industrial chain, from raw material sourcing to energy supply and rapid response capabilities, positions China as a central hub in global manufacturing [19][23]. Future of Manufacturing - The future of industrial competition will focus on speed, quality, and innovation, with China leading the way in setting new industrial standards [21][23].

Core Insights - Tata Capital's IPO is the largest in India for 2025, with an issue size of nearly $2 billion and subscriptions around $2.5 billion, achieving full subscription over a three-day period [1][2] - The unlisted market rates suggest a subdued listing around the issue price of approximately 326 rupees per share, contrasting with the speculative rates [1][2] - In comparison, LG Electronics India's IPO broke records, being subscribed over 54 times with bids close to $50 billion, indicating a stark difference in market reception [3] Subscription and Market Performance - The subscription for Tata Capital was primarily driven by large institutional investors, while retail investor participation saw full subscription [2] - Other smaller IPOs have faced challenges, with two companies listing at discounts of 35% to 40% compared to their issue prices, highlighting a mixed performance in the IPO market [5][6] - More than 50% of recent IPOs are trading below their issue prices or yielding only single-digit returns, indicating a cautious market environment [7] Market Sentiment and Valuation Concerns - There are concerns regarding the valuations in the current IPO rush, with some analysts suggesting the market may be overcrowded [4] - The recent IPO landscape has shown both extremes, with some companies receiving hefty bids while others have listed at significant discounts, reflecting a divided market sentiment [6]

Group 1 - The Japanese stock market continued to rise, with the Nikkei 225 index reaching a historical high, closing up 0.67% at 48,264.98 points [3] - The Tokyo Stock Exchange index also saw an increase, closing up 0.28% at 3,235.13 points [3] - Fujikura led the gains among Nikkei 225 constituents, closing up over 7% and peaking at over 10% during the session, with a stock price increase of over 100% since 2025 and over 500% in 2024 [3] Group 2 - Following the election of Sanna Takashi as the new president of the Liberal Democratic Party, the yen experienced a depreciation trend, with the USD/JPY exchange rate approaching recent two-month highs [5] - The new leadership of the Liberal Democratic Party includes Taro Aso as vice president and Shunichi Suzuki as secretary-general, indicating a potential shift towards more aggressive fiscal policies and loose monetary policies [5]

Core Viewpoint - The Hong Kong stock market saw significant gains in major indices, particularly the Hang Seng Technology Index, which rose nearly 4% [1] Group 1: Market Performance - The Hang Seng Technology Index experienced a notable increase of nearly 4% in the afternoon session [1] - Key stocks that contributed to this rise include: - SMIC (中芯国际) up over 11% - Hua Hong Semiconductor (华虹半导体) up over 8% - Kuaishou (快手) up nearly 8% - BYD Electronics (比亚迪电子), NIO (蔚来), and Baidu (百度) each up over 6% - Alibaba (阿里巴巴) up over 4% [1][2] Group 2: Individual Stock Performance - Notable stock performances include: - SMIC (00981) with a gain of 11.06% - Hua Hong Semiconductor (01347) with a gain of 8.63% - Kuaishou (01024) with a gain of 7.92% - BYD Electronics (00285) with a gain of 6.63% - NIO (09866) with a gain of 6.53% - Baidu (09888) with a gain of 6.01% - Alibaba (09988) with a gain of 4.35% - JD.com (09618) with a gain of 3.25% - BYD Company (01211) with a gain of 3.18% [2]

Group 1 - Southbound funds net bought Hong Kong stocks worth 9.838 billion HKD on September 19 [1] - Notable net purchases included 2.24 billion HKD in Shankou Holdings, 1.727 billion HKD in Alibaba-W, and 1.07 billion HKD in the Tracker Fund [1] - Southbound funds have continuously net bought Alibaba for 21 days, totaling 57.82789 billion HKD, and have net sold Tencent for 5 days, totaling 1.62824 billion HKD [1] Group 2 - Shankou Holdings announced a share buyback plan of up to 100 million USD, with a maximum buyback price of 17 HKD per share [3] - Citigroup reported that the recent price drop of Pop Mart (9992.HK) is due to concerns over LABUBU resale prices, but does not indicate a decline in IP popularity [3] - Meituan will provide larger subsidies for the "Bright Kitchen" initiative, increasing the subsidy amount to 500 million HKD to enhance kitchen transparency for merchants [3]

Core Viewpoint - The implementation of new standards in August 2025 aims to enhance product quality and promote the standardized development and safety levels across various industries, including food safety, environmental protection, healthcare, petrochemicals, and electronics [2][5]. Summary by Categories Food Safety Standards - A total of 87 food safety standards will be implemented, covering areas such as royal jelly, feed, health food, and grain quality testing. High-performance liquid chromatography will be essential for detecting substances like hydroxymethylfurfural in royal jelly [4][6]. - Specific standards include GB/T 45625-2025 for measuring hydroxymethylfurfural in royal jelly and GB/T 17812-2025 for measuring vitamin E in feed [6][8]. Environmental Protection Standards - 20 environmental protection standards will be introduced, focusing on air quality and pollution monitoring. Techniques such as ion chromatography and gas chromatography-mass spectrometry will be utilized for analyzing particulate matter [4][9]. - Notable standards include HJ 1411-2025 for particulate matter source analysis and GB/T 32151.39-2025 for greenhouse gas emission accounting [9][10]. Healthcare Standards - 11 healthcare standards will be implemented, including guidelines for medical device adverse event risk signal investigation and management [9][10]. - Key standards include GB/T 20405.5-2025 for measuring absorbent materials for incontinence and GB/T 34750-2025 for diagnosing Glasser's disease [9][10]. Petrochemical Standards - 29 petrochemical standards will be introduced, focusing on chemical classification, labeling, and various testing methods for materials used in the industry [9][10]. - Important standards include GB/T 14666-2025 for analytical chemistry terminology and GB/T 24212-2025 for methyl naphthalene oil [9][10]. Electronics and Electrical Standards - 26 electronics and electrical standards will be implemented, addressing safety requirements and performance testing for various electronic products [9][10]. - Significant standards include GB/T 45235-2025 for measuring bisphenol A in electronic products and GB/T 22452-2025 for general specifications of borate nonlinear optical single crystal components [9][10]. Other Industry Standards - Additional standards across various sectors, including machinery, construction, and transportation, will also be implemented, contributing to the overall enhancement of industry practices and safety [9][10].