登录新浪财经APP 搜索【信披】查看更多考评等级 上市公司名称：湖北超卓航空科技股份有限公司 股票上市地点：上海证券交易所 股票简称：超卓航科（维权） 股票代码：688237 信息披露义务人：湖北交投资本投资有限公司 住所及通讯地址：湖北省武汉市汉阳区四新大道26号湖北国展中心广场B4地块东塔栋9层 股份变动性质：股份增加（协议受让） 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本报告书已全面披露了信息披 露义务人在湖北超卓航空科技股份有限公司中拥有权益的股份变动情况。 截至本报告书签署日，除本报告书披露的信息外，信息披露义务人没有通过任何其他方式增加或减少其 在湖北超卓航空科技股份有限公司中拥有权益的股份。 四、本次权益变动是根据本报告书所载明的资料进行的。除本信息披露义务人和所聘请的专业机构外， 没有委托或者授权任何其他人提供未在本报告书中列载的信息和对本报告书做出任何解释或者说明。 五、本次权益变动尚需履行的程序包括：1、交投资本和交投集团就本次权益变动履行内部审批程序； 2、取得国资监管有权部门的批准；3、取得上海证券交易所出具的合规性确认意见；4、中国证券登记 结算公司上海分公司 ...

俄罗斯联邦航空运输署称事件没有造成机上人员伤亡。 据全日空（ANA）介绍，NH819航班在太平洋上空飞行时，因确认到左侧发动机内部出现轻微振动， 决定折返东京方向，并于当地时间晚上9点38分左右在羽田机场降落。3日执飞的NH819航班由波音787- 9型客机（JA925A）执行，机上共有208名乘客。 据央视新闻，当地时间12月3日，记者获悉，一架执飞莫斯科-普吉岛航线的客机起飞后因发动机起火决 定返航莫斯科多莫杰多沃机场，目前客机已成功降落。多莫杰多沃机场的运行未受到该事件影响。 执行该航班的是Red Wings航空公司的波音777-200客机，于21时19分从多莫杰多沃机场起飞，载有412 名乘客和13名机组人员。 同时，日本全日空一波音客机空中也发生发动机故障。 据日本国土交通省东京机场事务所消息，当地时间3日夜间从成田机场起飞、前往菲律宾马尼拉的全日 空（ANA）NH819航班因发动机故障宣布进入紧急状态，并将目的地改为羽田机场。 （文章来源：每日经济新闻） ...

Group 1 - U.S. stock index futures show slight increases, with Dow Jones futures up 0.22%, S&P 500 futures up 0.26%, and Nasdaq 100 futures up 0.20% [1] - European major indices show mixed results, with the UK FTSE 100 down 0.13%, France's CAC40 up 0.02%, and Germany's DAX30 up 0.19% [1] - WTI crude oil rises 1.39% to $59.455 per barrel, while Brent crude oil increases 1.18% to $63.190 per barrel [1] Group 2 - U.S. ADP employment numbers decreased by 32,000 in November, contrary to expectations of an increase of 5,000, and down from a previous increase of 42,000 [2] - Copper delivery requests at the London Metal Exchange surged by 50,575 tons, marking the largest increase since 2013, with copper prices rising 2.4% to over $11,400 per ton, reaching a historical high [2] Group 3 - Deutsche Bank predicts that current Federal Reserve Chairman Jerome Powell may remain on the board after his term ends to protect the Fed's independence [3] - Amazon launched its next-generation in-house chip, Trainium 3, at its annual cloud computing conference, claiming it offers lower-cost and higher-efficiency computing power compared to Nvidia's GPUs [3] - AI startup Anthropic announced the acquisition of development tool startup Bun to expand its code generation tool, Claude Code [3] Group 4 - Marvell Technology's stock rose over 10% after announcing a $3.25 billion acquisition of chip startup Celestial AI [4] - IDC forecasts that Apple's iPhone shipments will reach 247.4 million units in 2025, marking a record high with a year-over-year growth of slightly over 6% [4] - Airbus aims to deliver approximately 790 commercial aircraft by 2025 and maintains its financial guidance, targeting an adjusted EBIT of around €7 billion [4] - TrendForce reports that the top five NAND Flash brands are expected to see a 16.5% quarter-over-quarter revenue increase, nearing $17.1 billion, with Samsung holding a 32.3% market share [4] Group 5 - Comcast reportedly made another acquisition proposal to merge NBC with Warner Bros. Discovery [5] Group 6 - The Livis AI glasses by Ideal were officially launched, weighing only 36g with a battery life of 18 hours, priced starting at ¥1999 [6] Group 7 - Macy's Q3 net sales reached $4.71 billion, with adjusted earnings per share of $0.09, both exceeding expectations [7]

Core Insights - The meeting focused on the development of electricity and renewable energy during the 14th Five-Year Plan period, emphasizing the production rhythm of thermal power, nuclear power, and wind-solar energy over the next five years. The renewable energy and energy storage sectors still present medium to long-term investment opportunities driven by policy support and market demand [1][2][3] Group 1: Electricity Development Direction - The electricity system will strengthen the construction of base-load energy, particularly thermal and nuclear power, before reaching carbon peak by 2030. A batch of approved thermal power projects is expected to be put into operation in the early years of the 14th Five-Year Plan [2][14] - Nuclear power is projected to enter a peak production period around 2027-2028, with approximately 10-12 nuclear units approved for construction each year since 2022 [2][14] - The pace of new energy (solar and wind) investment by state-owned enterprises and the five major power generation groups may slow compared to the previous five-year plan, with expected new installations in 2023 between 150 GW and 200 GW, a significant decline from previous years [2][15] Group 2: Wind and Solar Energy Insights - Wind energy is expected to maintain an annual installation rate of approximately 100-120 GW during the 14th Five-Year Plan, with offshore wind energy showing significant potential. The government is developing a three-year action plan for deep-sea wind development, which could positively impact offshore wind energy growth post-2027 [3][15] - The demand for solar and wind energy is anticipated to recover gradually from the second quarter of next year after a seasonal decline in demand during the fourth quarter of this year and the first quarter of next year [3][16] Group 3: Energy Storage and Investment Outlook - The enthusiasm for independent energy storage investments is high among local private enterprises, driven by the increasing share of renewable energy generation and the need for energy storage to smooth out peak and valley loads [4][17] - The independent energy storage market is expected to see a demand of approximately 150 GWh this year, with growth rates for next year projected between 50% and 100% [5][19] - The investment outlook for the electricity grid during the 14th Five-Year Plan is optimistic, with significant growth in grid investment expected to continue, potentially outpacing electricity demand growth [4][16] Group 4: Battery and Energy Chemical Sector - The energy storage sector is entering a commercial phase, with improved economic viability driven by favorable policies and market arrangements. The market sentiment has shifted positively, indicating a good year ahead for energy storage [7][20] - The long-term growth rate for the energy storage market is estimated at around 25% CAGR, with global energy storage demand expected to grow by at least 30% next year [8][21] - The demand for raw materials such as aluminum, copper, and lithium is expected to increase significantly due to the rapid growth of energy storage and battery needs [11][25] Group 5: Transportation Sector Insights - The aviation sector is experiencing a reduction in flight schedules, particularly on routes to Japan, with a decrease of approximately 17%-25% in overall flights, primarily affecting Chinese airlines [12][26]

Core Viewpoint - Zhejiang's draft policy for promoting high-quality economic development outlines 42 specific measures across eight areas, aiming to enhance innovation, manufacturing, and service sectors while supporting consumption upgrades [2][4]. Group 1: Innovation and Technology - The draft emphasizes the importance of original innovation and tackling key core technologies, proposing a collaborative mechanism involving enterprises, government, and platforms [4]. - It plans to implement over 400 major technology projects and achieve more than 100 significant technological outcomes, with at least 80% participation from enterprises [4]. - The policy includes a target of establishing a computing power scale of 200 EFlops in the province and allocating approximately 500 million yuan for artificial intelligence support [5]. Group 2: Advanced Manufacturing - The draft aims to enhance the competitiveness of new quality productivity industries, offering up to 500,000 yuan in subsidies for individual projects [6]. - It proposes to support over 5,000 key industrial technology transformation projects and aims for an increase of over 1.1 trillion yuan in medium to long-term loans for manufacturing [7]. - The policy encourages the establishment of 20 future factories and 200 smart factories, along with the creation of 20 provincial industrial data sets [8]. Group 3: Service Sector and Consumption - The draft seeks to promote consumption upgrades by fostering new consumption models and issuing consumption vouchers to stimulate spending [9]. - It aims to support the transformation of over 50 professional markets and enhance the influence of the "Delicious Zhejiang" brand through various events [9]. - The policy includes measures to support the growth of service industry platforms and the establishment of around 200 leading service enterprises [10]. Group 4: Aviation and Low-altitude Economy - The draft supports the construction and operation of A-class general airports and the opening of over five new international routes and 100 drone routes [10].

Group 1 - The U.S. has officially reduced tariffs on South Korean automobiles and parts from 25% to 15%, effective retroactively from November 1, 2025, following months of trade negotiations [2][3] - The tariff reduction is part of a broader agreement where South Korea committed to invest $350 billion in strategic sectors in the U.S., including shipbuilding, energy, and semiconductors [2][5] - The agreement aims to alleviate the financial burden on South Korean automakers, which have faced declining exports and significant tariff costs since the increase in tariffs in April [2][3] Group 2 - The tariff reduction is expected to save South Korean automakers over $4.2 billion annually, with a specific example showing a $3,000 reduction in tax burden per vehicle exported to the U.S. [7] - The retroactive application of the tariff reduction allows for refunds on tariffs paid for vehicles exported between November 1 and 30, with Hyundai expected to receive over $8 million in refunds [7] - The strategic investment plan includes $150 billion specifically for the U.S. shipbuilding industry and $200 billion through a strategic investment fund targeting energy and semiconductors, aligning with U.S. manufacturing goals [8]

Group 1 - Cathay Pacific (00293.HK) announced that it will hold a board meeting on March 31, 2026, at 9 AM at the company's registered office [1] - The purpose of the meeting includes the announcement of the full-year results for the year ending December 31, 2025 [1] - The company will also consider the distribution of the second interim dividend for 2025, which will replace the final dividend [1]

Group 1 - The market is focusing on the prospects of the Federal Reserve's interest rate cuts, with investor concerns about global financial market liquidity tightening easing [1] - Major U.S. stock indices closed higher, with the Dow Jones up 0.39%, S&P 500 up 0.25%, and Nasdaq up 0.59% [1] - Boeing executives indicated plans to gradually increase production, expecting to achieve positive cash flow of billions of dollars by 2026, which led to a 10.15% surge in Boeing's stock price [1] Group 2 - Gold prices fell over 1.2% as investors took profits ahead of key U.S. inflation data, with February gold futures closing at $4220.8 per ounce, down 1.26% [3] - European stock indices showed mixed results, with the Eurozone's November CPI rising 2.2%, slightly above expectations, influencing cautious trading [7] - The German stock market rose by 0.51%, while the UK and French markets saw slight declines of 0.01% and 0.28%, respectively [7] Group 3 - International oil prices declined due to expectations of a supply surplus in the global crude oil market, with January light crude futures closing at $58.64 per barrel, down 1.15% [9] - February Brent crude futures also fell, closing at $62.45 per barrel, down 1.14% [9]

Market Overview - The Hong Kong stock market experienced a downward trend, with the Hang Seng Index closing down 1.28%, falling below the 26,000-point mark [1] - The Hang Seng China Enterprises Index and the Hang Seng Tech Index also declined by 1.68% and 1.58%, respectively, with both indices dropping nearly 2% during the trading session [1] Sector Performance - Major sectors such as large technology stocks, financials (including banks, insurance, and brokerage firms), and state-owned enterprises saw collective declines, negatively impacting market sentiment [1] - Notable declines included China Pacific Insurance down 4%, and significant drops in stocks of Everbright Securities, Shenwan Hongyuan, Industrial and Commercial Bank of China, China Construction Bank, and Agricultural Bank of China [1] Real Estate and Pharmaceuticals - According to a Morgan Stanley report, the year-on-year sales of new homes in mainland China dropped by 57%, leading to a continued decline in property stocks [1] - Pharmaceutical stocks also continued to experience downward pressure [1] Electric Vehicles and Semiconductors - The electric vehicle sector showed weakness, with most stocks underperforming [1] - Semiconductor leader SMIC saw a decline of over 2% [1] Commodities and Interest Rates - The probability of a 25 basis point rate cut by the Federal Reserve in December is at 89.2%, which has led to strong performance in non-ferrous metal stocks [1] - Companies such as China Molybdenum, China Aluminum, and Daye Nonferrous Metals saw notable gains [1] Aviation and Other Sectors - The tourism market is experiencing growth, boosting travel demand, with all three major airline stocks rising [1] - Heavy machinery, home appliance, and military industry stocks were mostly active [1] - Kingstone New Materials (2693.HK) saw a first-day listing gain of over 2% [1]

运营面向住宿设施的预订管理系统的tripla的数据显示，从避免赴日旅游的呼吁发出后的一周 （11月21~27日）来自中国的酒店预订数量来看，与之前的11月6~12日相比，日本全国范围 内减少了约57%。 从整体预订量来看，产生了减少约9%的冲击。日本国内及中国以外的访日客需求增加，弥补 了中国预订减少的部分。 11月21日~27日预订的平均客房单价（ADR）全国平均上涨了1.1%。京都府下降9.4%，大 阪府下降0.1%，北海道上升1.4%。 12月有圣诞节和年末年初等活动，"单价会比较高"（大阪帝国饭店）。很多酒店在担忧事态 长期化的同时，也对价格战略等持观望态度。 从避免赴日旅游的呼吁发出后的一周（11月21~27日）来自中国的酒店预订数量来看，与之 前的11月6~12日相比，日本全国减少了约57%。另一方面，整体预订量仅减少约9%，日本 国内及中国以外的访日客需求增加…… 中国政府呼吁避免赴日旅游的影响扩大到了日本各地。民营的住宿管理系统显示，近期日本 全国范围内来自中国的住宿预订减少了一半。虽然目前尚未导致住宿价格的下跌，但明年2月 将迎来春节长假，如果事态长期化，有可能成为拖累日本地区经济、旅游行业 ...