基建赋能区域互联！"十五五"规划建议提出，推进跨区域跨流域大通道建设，强化区域基础设施互联互通。 高效畅通的通道是促进区域联动发展的基础。促进各类要素合理流动、高效集聚，推动区域间互融互促、互利共赢，需要依靠基础设施互联互 通，让各地在深化合作中更好融入和支撑新发展格局，拓展国内大循环空间。 放眼全国，区域基础设施互联互通成果斐然—— 看交通，京津冀、长三角、粤港澳大湾区等区域已形成1至2小时交通圈，"四纵四横两网"国家高等级航道已经达标70%以上。 看能源，今年7月我国"北气南下"能源大通道累计输气量突破1000亿立方米。 2025年7月9日，在"北气南下"能源大通道黑河首站压缩机房，综合维修工人对压缩机关键仪表进行维修作业。新华社记者 王松 摄 "十五五"开局在即，提升区域基础设施互联互通水平有较大空间。要加快完善交通运输大通道和物流通道网络，高质量建设沿江沿海战略骨干 通道，贯通沿边和西部陆海新通道，强化城市群之间以及城市群与重要功能性区域之间基础设施的高效联通。 方向明晰，各地持续发力。 看数据，截至今年9月，我国已有数十个数据基础设施节点完成互联互通验证，共覆盖20个省份。 "比如，在东北地区要加快 ...

Group 1 - The 13th Plenary Session of the 13th Provincial Committee of the Communist Party of China in Liaoning has set the direction and blueprint for the province's comprehensive revitalization during the 14th Five-Year Plan period [1] - The meeting emphasized that the next five years will be a strategic opportunity period for Liaoning to consolidate and expand advantages, break bottlenecks, and strengthen weaknesses [1][2] - The focus will be on high-quality development, with efforts to achieve effective qualitative improvements and reasonable quantitative growth in the economy [1] Group 2 - Jinzhou aims to attract investment in key industries such as petrochemicals and new materials, targeting the creation of two trillion-level industrial clusters [1][2] - Fuxin is set to enhance its transformation and upgrading capabilities, focusing on clean energy and ecological projects to address development bottlenecks [2] - The optimization of the business environment is recognized as crucial for productivity and competitiveness, serving as a foundation for high-quality development in Liaoning [2] Group 3 - The provincial natural resources system will implement a special action to create the best business environment, providing comprehensive services for enterprises [3] - The transportation system will focus on modernizing infrastructure and enhancing the role of ports in supporting regional revitalization [3] - The development of the marine economy is highlighted as a strategic area, with initiatives to enhance competitiveness and foster growth in this sector [4][5] Group 4 - The low-altitude economy will be developed, with plans to enhance the capabilities of Shenyang Airport and achieve significant passenger throughput targets [5] - Liaoning's universities, such as Shenyang Pharmaceutical University, will leverage their strengths in research and innovation to support the province's high-quality development [5][6] - Companies like China Export & Credit Insurance Corporation and China Grain Reserves Corporation are committed to enhancing their roles in supporting the modern industrial system and ensuring food security [6]

Group 1 - The core point of the news is the implementation plan issued by several Chinese government departments to enhance the adaptability of supply and demand in consumer goods, aiming for consumption upgrades to lead industrial upgrades and achieve a dynamic balance between supply and demand by 2027 and 2030 [2][3] - The plan outlines five key areas with 19 specific tasks, including expanding new technologies, enhancing product supply, segmenting markets, creating new consumption scenarios, and optimizing the development environment [3] - By 2027, the plan aims to optimize the supply structure of consumer goods significantly, forming three trillion-level consumption fields and ten hundred-billion-level consumption hotspots [2][3] Group 2 - Li Auto reported a net loss of 624 million yuan in Q3 2025, with total revenue of 27.4 billion yuan, a decrease of 36.2% year-on-year [4] - Didi achieved a gross transaction value (GTV) of 115.8 billion yuan in Q3 2025, with a net profit of 1.5 billion yuan, showing stable growth in order volume [5] - TSMC is expected to accelerate its global factory expansion, with capital expenditures projected to reach 50 billion USD in the coming year [8] Group 3 - OpenAI anticipates that by 2030, at least 220 million people will pay for ChatGPT, with a projected increase in the percentage of paying users [9] - The A-share market has seen a total repurchase amount exceeding 130 billion yuan this year, marking a historical high and significantly boosting stock performance [19] - The Chinese passenger car market saw retail sales of 1.384 million units from November 1-23, 2025, a year-on-year decrease of 11% [20]

Group 1 - The core point of the article is that Jiean High-Tech (SZ 300845) held its 25th meeting of the fifth board of directors on November 26, 2025, to review the proposal regarding the achievement of the third vesting period of the 2022 second phase restricted stock incentive plan [1] - For the first half of 2025, Jiean High-Tech's revenue composition is as follows: 40.81% from the vocational education industry, 38.8% from the transportation industry, and 20.39% from other businesses [1] - As of the time of reporting, Jiean High-Tech has a market capitalization of 2.4 billion yuan [1]

冠忠巴士集团(00306)发布公告，将于2025年12月19日派发截至2026年3月31日止年度的中期股息每股 0.04港元。 ...

每经AI快讯，11月26日，海南高速（000886）(000886.SZ)公告称，公司全资子公司建设集团拟以 2107.25万元受让交控置业持有的海南华特51%股权。交易完成后，建设集团将持有海南华特51%股权， 海南华特将纳入公司合并报表范围。海南华特主营沥青仓储加工业务，建设集团收购后，海南华特可提 供稳定的交通材料供应链支持。 ...

Group 1 - The A-share market experienced a strong upward trend in 2025, with the Shanghai Composite Index reaching 4000 points, driven by domestic policies and a rebound in the technology sector [6][15]. - The market is expected to continue its recovery in the first half of 2026, supported by improved economic fundamentals and favorable policies, despite potential short-term volatility [6][22]. - The report emphasizes the importance of strategic optimism and suggests investors focus on structural opportunities aligned with policy guidance and performance trends [6][6]. Group 2 - The report outlines three main investment themes for 2026: 1) High dividend assets with low valuations and stable earnings, particularly in sectors like finance, non-ferrous metals, public utilities, and transportation [6]. 2) Technology-driven sectors that align with the "14th Five-Year Plan," focusing on domestic substitution and innovation in areas such as semiconductors and AI [6]. 3) Domestic demand expansion, highlighting sectors like food and beverage, automotive, home appliances, and pharmaceuticals that benefit from strong domestic market strategies [6][6]. Group 3 - The report recommends overweighting sectors such as non-ferrous metals, TMT (Technology, Media, and Telecommunications), finance, power equipment, food and beverage, and machinery [6][6]. - It suggests a benchmark allocation for sectors like agriculture, automotive, transportation, public utilities, and defense [6][6].

FICC日报 | 2025-11-26 股指缩量回升，通信行业领涨 市场分析 美国消费动能减弱。宏观方面，国务院新闻办公室将于11月27日上午10时举行国务院政策例行吹风会，请工信部、 国家发改委、商务部、文化和旅游部、市场监管总局有关负责人介绍增强消费品供需适配性进一步促进消费政策 措施有关情况，并答记者问。海外方面，特朗普表示，过去一周，他的团队在结束俄乌冲突方面取得了巨大进展， 最初由美国起草的28点和平计划已经经过完善，目前仅剩少数分歧。美国9月PPI环比上涨0.3%，核心PPI环比上涨 0.1%，均较前值明显加速，显示美国通胀在9月重新升温。同时，美国9月零售销售环比增长0.2%，连续四个月正 增长但显著放缓，且低于市场预期，汽车销售四个月来首次下滑。 股指上涨。现货市场，A股三大指数震荡上涨，沪指涨0.87%收于3870.02点，创业板指涨1.77%。行业方面，板块 指数涨多跌少，通信、传媒、有色金属、电子行业涨幅居前，仅国防军工、交通运输行业收跌。当日沪深两市成 交额小幅回升至1.81万亿元。海外方面，美国三大股指全线收涨，道指涨1.43%报47112.45点。 IC增仓。期货市场，基差方面，股 ...

Core Points - The article emphasizes the importance of safety during winter travel due to adverse weather conditions such as low temperatures, rain, and snow [1] Group 1: Electric Bicycle Safety - Charging electric bicycles in wet conditions can lead to short circuit accidents, as demonstrated by a recent incident where a woman was injured while charging her bike outdoors [2] - Recommendations include performing a "dry check" before charging, avoiding outdoor charging in rain or snow, and ensuring hands are dry when handling charging ports [2][3] - Overcharging electric bicycle batteries can cause overheating and potential fire hazards; it is advised to limit charging time to no more than 12 hours [3] Group 2: Vehicle Maintenance and Safety - Drivers are urged to conduct thorough vehicle checks before winter travel, focusing on tire pressure, brake fluid, and lighting systems to prevent accidents [4] - Proper defogging techniques are highlighted, suggesting the use of cold air initially to clear fog before switching to warm air [4] - Parking precautions include avoiding parking under trees and clearing snow from vehicles to prevent visibility issues while driving [5] Group 3: Driving in Adverse Weather - The article notes that experienced drivers are still prone to accidents in bad weather, with a significant percentage of recent accidents involving drivers with over five years of experience [6] - Key driving tips for adverse weather include reducing speed, increasing following distance, and avoiding sudden maneuvers [6][7] - In foggy conditions, the use of appropriate lights is crucial, and drivers should avoid using high beams to prevent glare [7]

Group 1 - The core viewpoint of the news highlights the performance of dividend-focused indices, with the CSI Dividend Value Index rising by 0.7%, the CSI Low Volatility Dividend Index by 0.6%, and the CSI Dividend Index by 0.5% [1] - The Hang Seng High Dividend Low Volatility Index increased by 0.4%, and the Hang Seng Dividend Low Volatility ETF (159545) saw net subscriptions exceeding 130 million units throughout the day [1] - E Fund is noted as the only fund company offering all dividend ETFs at low fee rates, with management fees set at 0.15% per year for various products, facilitating low-cost investment in high-dividend assets [1] Group 2 - The indices consist of 50 stocks characterized by good liquidity, continuous dividends, moderate dividend payout ratios, positive growth in earnings per share, and high dividend yields with low volatility [3] - The banking, transportation, and construction industries collectively account for over 65% of the index composition, reflecting the overall performance of A-share listed companies with high dividend levels and low volatility [3] - The Hang Seng Dividend Low Volatility ETF tracks the Hang Seng High Dividend Low Volatility Index, which is composed of 50 stocks within the Hong Kong stock market that exhibit similar characteristics [6][7]