深入践行习近平生态文明思想 建设美丽中国贵州样板 贵州省人民政府副省长 杨同光 建设美丽中国是以习近平同志为核心的党中央着眼人与自然和谐共生现代化建设全局，顺应人民群众对 美好生活的期盼作出的重大战略部署。贵州是长江、珠江上游的重要生态安全屏障。习近平总书记对贵 州生态文明建设格外关心、特别关注，党的十八大以来，3次亲临贵州考察，均对贵州生态文明建设作 出重要指示。 在习近平生态文明思想科学指引下，贵州省委、省政府把建设美丽贵州作为重要目标愿景，从战略和全 局高度谋划推进生态文明建设，优良生态环境成为最大的发展优势和竞争优势。"十五五"时期，贵州将 沿着习近平总书记指引的道路，以美丽中国建设为统领，协同推进降碳、减污、扩绿、增长，以高品质 生态环境支撑高质量发展，着力展现山清水秀、绿色低碳的美丽贵州新风采。 一是深入推进污染防治攻坚。坚持精准科学依法治污，着力解决群众身边突出生态环境问题，切实增强 人民群众生态环境获得感、幸福感和安全感。二是加快发展方式绿色转型。因地制宜发展新质生产力， 大力实施绿色低碳经济打造行动，推进战略性新兴产业向"新"崛起。三是加强生态保护和修复监管。着 力提升生态系统多样性、稳定性 ...

证券代码：000826 证券简称：启迪环境 公告编号：2025-082 为保障公司规范运营，在公司2025年第二次临时股东大会决议生效前，第十一届监事会及监事需持续遵 循中国证监会、深圳证券交易所原有规章、规范性文件与业务规则，以及公司现行《公司章程》和各项 规章制度中有关监事会、监事的规定，持续履行监督职责。自股东大会审议通过取消监事会的决议生效 之时起，公司监事会立即取消，第十一届监事会监事职务自动免除，此后公司不再设立监事会及监事岗 位，以此确保公司治理架构调整平稳有序推进，保障公司运营管理的连贯性与合规性。 公司董事会同时提请股东大会授权董事会，并由董事会转授权经营管理层根据上述变更办理相关工商登 记备案等事宜，授权有效期自公司股东大会审议通过之日起至该等具体执行事项办理完毕之日止。上述 变更及备案登记最终以市场监督管理机构备案、登记的内容为准。 本公司及董事会全体成员保证公告内容的真实、准确和完整,公告不存在虚假记载、误导性陈述或者重 大遗漏。 启迪环境科技发展股份有限公司（以下简称"公司"或"启迪环境"）于 2025 年12月2日召开公司第十一届 董事会第八次会议、第十一届监事会第八次会议，审议通 ...

Core Viewpoint - The announcement by Caixin Development indicates a significant change in its ownership structure, with Jiangxi Zhongjiu Natural Gas Group planning to acquire 20% to 29.99% of the company's shares, which will result in a change of the controlling shareholder and actual controller [2][3]. Company Overview - Caixin Development's main business includes real estate development and environmental protection, with a reported revenue of 828 million yuan and a net loss of 260 million yuan for 2024 [2]. - As of the end of September 2025, the company had total assets of 2.494 billion yuan and total liabilities of 2.051 billion yuan, continuing to face profitability challenges [2]. Recent Business Adjustments - In February 2025, Caixin Development announced the abandonment of acquiring shares in Caixin Environment and its subsidiaries due to insufficient profitability of the related assets [3]. - The company reported zero new construction area in 2024 and a signed sales amount of 478 million yuan, showing a decline compared to previous periods, while the environmental protection segment saw over 40% revenue growth following the launch of a hazardous waste disposal project [3]. Acquisition Details - Jiangxi Zhongjiu, established in 2014 with a registered capital of 260 million yuan, focuses on urban gas, industrial supply, and LNG logistics, and is fully controlled by the couple Yong Zhijun and Lu Yifan [3]. - The company has previously invested 638 million yuan to acquire Xinjiang Torch, marking its second major capital market move in 2023 [3]. Market Concerns - There are uncertainties regarding the business synergy between Jiangxi Zhongjiu, which has strengths in the energy sector, and Caixin Development, which operates in real estate and environmental protection [3]. - The announcement did not disclose specific transaction prices, payment methods, or future business integration plans, raising questions about Jiangxi Zhongjiu's funding sources and its ability to support Caixin Development's transformation [4]. Stock Performance - As of December 2, the stock price of Caixin Development was 3.54 yuan per share, with a total market capitalization of 3.896 billion yuan [4].

智通财经APP讯，绿色动力环保(01330)公布，鉴于部分激励对象因个人原因自愿放弃参与公司 A 股限 制性股票激励计划，以及根据公司董事、高级管理人员权益授予价值占授予时薪酬总水平的控制要求， 董事会同意对本激励计划首次授予的激励对象、授予数量进行调整，调整后，本激励计划首次授予的激 励对象为 189 人，首次授予的限制性股票数量为 3,604 万股。因公司于本激励计划披露后实施了两次权 益分配，同意将首次授予价格由 3.25 元/股调整至 2.95 元/股。经过上述调整后，确定本激励计划首次 授予日为 2025 年 12 月 2 日，向符合授予条件的 189 名激励对象授予 3,604 万股限制性股票，授予价格 为 2.95 元/股。 此外，董事会同意向符合授予条件的 3 名激励对象授予预留部分(第一批)136 万股限制性股票，授予价 格为 3.56 元/股，授予日为 2025 年 12 月 2 日。 ...

格隆汇12月2日丨中国天楹(000035.SZ)公布，为满足地方政府经济规划及对公用事业基础设施管理要 求，公司全资子公司牡丹江天楹环保能源有限公司（简称"牡丹江天楹"）将牡丹江市生活垃圾焚烧发电 项目（简称"牡丹江项目"）与经营相关的资产（包括机器设备、房屋建筑物、土地使用权、存货及其他 经营性资产）出售给牡丹江市综合行政执法管理局（简称"牡丹江市综管局"），资产出售对价含税金额 为人民币5.8亿元。 公司于2025年11月28日召开第九届董事会第十四次会议，审议并通过了《关于全资子公司出售资产的议 案》，董事会同意公司全资子公司牡丹江天楹与牡丹江市综管局签署《牡丹江市生活垃圾焚烧发电厂特 许经营项目终止及资产回购协议》并出售牡丹江项目资产，同时授权公司经营层办理本次交易事项相关 的后续事宜（包括但不限于签署相关协议、办理资产移交事项等）。 ...

Group 1 - The overall performance of upstream resource products remains low, but internal structure continues to differentiate, with coal industry stability and slight price increases in thermal coal [4] - The manufacturing sector shows an overall recovery, with notable performance in machinery and equipment, while the automotive industry is experiencing marginal improvements [4] - Downstream consumption sectors exhibit varied recovery dynamics, with significant improvements in social services and entertainment, while the real estate sector shows signs of marginal recovery [4] Group 2 - The banking system maintains ample liquidity, with stable growth in M2 and social financing, indicating marginal improvements in the funding environment [4] - The transportation sector shows continued differentiation, with significant growth in port container throughput, while comprehensive freight rates face slight pressure due to geopolitical and supply-demand factors [4] - The environmental sector is experiencing a recovery in performance, with improved air quality rates and sustained high levels of related infrastructure investment [4] Group 3 - The chemical industry is under pressure, with prices of PVC and methanol continuing to decline, while the performance of the basic chemical sector is closely linked to fuel oil and methanol futures prices [5][10] - The steel industry shows a correlation between excess returns and various operational metrics, including iron ore operating rates and steel production inventories [21][25] - The non-ferrous metals sector maintains relative stability, with slight increases in copper and aluminum prices, and its performance is linked to the LME base metals index [27][32] Group 4 - The construction materials sector is facing weak demand, with cement and glass prices remaining in negative territory, and its performance is correlated with cement price indices [38][39] - The coal industry shows a correlation between excess returns and thermal coal closing prices, indicating a relationship with market dynamics [39][43] - The oil and petrochemical sector continues to experience weak performance, with expanding year-on-year declines in gasoline and natural gas prices [44] Group 5 - The electric equipment sector's performance is linked to the prices of photovoltaic components and polysilicon, indicating a recovery phase [46][52] - The automotive sector shows a correlation between excess returns and tire operating rates, with daily average sales of passenger vehicles also being a significant indicator [54][60] - The machinery sector's performance is associated with the BPI and machinery price indices, reflecting its recovery trajectory [61][62] Group 6 - The retail sector's performance is linked to the Yiwu order price index, indicating a recovery in trade activities [89] - The agricultural sector shows a correlation between excess returns and the food price index, with specific attention to the dynamics of vegetable prices and pig feed ratios [92][93] - The food and beverage sector's performance is associated with various agricultural product price indices, reflecting market trends [94][98]

Core Viewpoint - 嘉戎技术's stock reached the daily limit increase of 20.00%, with a trading volume of 4.90 billion yuan and a turnover rate of 18.07% [2] Trading Activity - The stock experienced a trading fluctuation of 10.71% throughout the day [2] - Institutional investors net sold 7.27 million yuan, while total net selling from brokerage seats amounted to 21.75 million yuan [2] - The top five brokerage seats accounted for a total transaction volume of 211 million yuan, with buying transactions at 90.88 million yuan and selling transactions at 120 million yuan, resulting in a net selling of 29.01 million yuan [2] Institutional Participation - Among the brokerage seats, two institutional specialized seats were involved, with a total buying amount of 8.71 million yuan and selling amount of 15.98 million yuan, leading to a net selling of 7.27 million yuan [2] Capital Flow - The stock saw a net outflow of 6.77 million yuan in main funds, with a significant inflow of 33.16 million yuan from large orders, while large order funds experienced a net outflow of 39.92 million yuan [2] - Over the past five days, the net inflow of main funds was 11.31 million yuan [2]

Group 1 - The pharmaceutical commercial sector showed strong performance, with Haiwang Biological achieving a "five consecutive limit-up" status, closing with over 290,000 sealed orders on the limit-up board [2][4] - Haiwang Biological's market capitalization reached 10.814 billion, with a trading volume ratio of 0.78 and a price increase of 9.89% [3] - The demand for cold medicine is expected to exceed market expectations due to a significant rise in flu cases, with the flu positivity rate nearing 45% nationally [8] Group 2 - The Fujian Free Trade Zone sector performed well, with stocks like Jiarong Technology and Haiwan Food hitting limit-up, contributing to a 51% increase in the sector since the beginning of the year [9][10] - Recent policies in Fujian aim to enhance digital economy competitiveness and promote the development of computing infrastructure, targeting a public computing scale of over 12 EFLOPS by the end of 2027 [12] - The Fujian provincial government is focusing on developing multiple trillion-yuan industrial clusters, including biomedicine and artificial intelligence, to strengthen the local economy [13]

Market Overview - The A-share market experienced a rally, with the Shanghai Composite Index returning above 3900 points, closing at 3914.01, up 0.65% [1] - The Shenzhen Component Index and the ChiNext Index also saw significant gains, closing at 13146.72 (up 1.25%) and 3092.50 (up 1.31%) respectively [1] Sector Performance - The top-performing sectors included non-ferrous metals (up 2.85%), communication (up 2.81%), and electronics (up 1.58%) [2] - Conversely, the weakest sectors were agriculture, forestry, animal husbandry, and fishery (down 0.43%) and environmental protection (down 0.23%) [2] Concept Indexes - Notable concept indexes that performed well included smart speakers (up 3.71%) and AI mobile phones (up 3.39%) [2] - Underperforming concepts included horse racing (down 0.92%) and digital watermarking (down 0.75%) [2] Economic Indicators - The manufacturing PMI for November was reported at 49.2%, a slight increase of 0.2 percentage points from the previous month, indicating a modest improvement but still below the expansion threshold [4] - The non-manufacturing business activity index fell to 49.5%, marking the first contraction in three years, primarily due to seasonal effects and diminishing impacts from policy measures [4] Market Outlook - The report suggests that the domestic economic fundamentals are expected to gradually improve under a backdrop of policy support, aiming for a growth target of around 5% for the year [5] - Key upcoming events include the political bureau meeting and the central economic work conference in December, which will set the policy direction for 2026 [5] - A balanced allocation strategy is recommended, focusing on sectors such as non-ferrous metals, new energy, technology growth, and dividend stocks [5]

Core Insights - The manufacturing PMI index for November is at 49.2%, showing a slight month-on-month increase of 0.2 percentage points, indicating a minor recovery within the contraction zone [6][7] - The new orders index for November is also at 49.2%, with a month-on-month increase of 0.4 percentage points, while the new export orders index rose by 1.7 percentage points to 47.6%, likely driven by the upcoming holiday shopping season [6][7] - The production index stands at 50.0%, reflecting a month-on-month increase of 0.3 percentage points, indicating stability at the threshold level [6][7] Macroeconomic Overview - Manufacturing purchasing and inventory intentions are still in the contraction zone, suggesting a need for further improvement in procurement sentiment [6][7] - Fixed asset investment projects, particularly in infrastructure and affordable housing, are expected to gain momentum towards the end of the year and the beginning of the next [6][7] Market Performance - The Shanghai Composite Index closed at 3914.01, up by 0.65%, while the Shenzhen Component Index rose by 1.25% to 13146.72 [3] - The performance of various industry indices shows that non-ferrous metals and telecommunications sectors led with increases of 2.85% and 2.81%, respectively, while agriculture and forestry sectors saw declines [4] Sector Analysis - The manufacturing sector's price index showed a recovery in November, with the main raw material purchase price index rising by 1.1 percentage points to 53.6%, indicating a high level of activity [7] - The equipment manufacturing and raw materials industries are sensitive to downstream fixed asset investments, with some signs of demand recovery in November [8]