作为《南沙方案》明确的三大先行启动区之一，广州南沙庆盛枢纽区块凭借独特的区位交通优势、密集 的产业创新载体和叠加的政策红利，迅速成为粤港澳大湾区创新创业布局的重要节点。这片日益繁茂 的"科创雨林"正加速成型，逐渐成为创业者们扎根生长、发展壮大的沃土。 政策利好 "双15%"税收优惠 庆盛枢纽区块是《南沙方案》三大先行启动区之一，根据此前发布的《财政部 税务总局关于广州南沙 企业所得税优惠政策的通知》，对设在南沙先行启动区符合条件的鼓励类产业企业，减按15%的税率征 收企业所得税。此外，对符合条件的个人，如在粤港澳大湾区工作的境外高端人才和紧缺人才，在南沙 工作的港澳居民也可以享受15%的个人所得税优惠。 此外，南沙还聚焦不同领域，逐步构建起全面的政策体系。"南沙金融30条""现代农业8条""生物医药9 条"等一系列政策的密集出台，彰显出南沙扶持企业成长、推动产业壮大的坚定决心。（更多扶持政 策，可通过"南沙惠企政策通"小程序进行查询。） 区位优势 高效畅达湾区 南沙地处粤港澳大湾区地理几何中心，方圆100公里范围内汇集了大湾区全部11座城市以及多座国际机 场，是连接珠江口两岸城市群和港澳地区的重要枢纽性节点。 ...

当拍卖槌第九次落下却无人应价时，郑州市金水区法院的执行法官无奈地摇了摇头。这样的一幕在今年三季度全国各地法拍房市场频频上演——某国有大行 最新披露的数据显示，其通过司法程序处置的9000套直供房源，整体流拍率竟高达67%，创下近五年新高。这些挂着"银行直供""司法特惠"标签的房产，为 何在当下楼市中成了"烫手山芋"？ 价格倒挂的尴尬现实 多家商业银行的个贷经理证实，针对法拍房的按揭政策正在收缩。建设银行某支行明确表示，不接受楼龄超20年的法拍房贷款；工商银行则要求购买司法拍 卖房产需额外提供担保。某城商行信贷部负责人透露："总行将法拍房贷款不良率红线从3%下调至1.5%，我们不得不提高审批门槛。"这直接导致近四成意 向竞买人因无法获批贷款而放弃。 翻开北京朝阳区某次流拍的评估报告，这套市价680万元的156平米豪宅，起拍价定为489.6万元（7.2折）。看似优惠的背后，隐藏着银行与买家的认知鸿 沟。"现在同小区二手房挂牌价已跌到4.2万/平，但法拍房还按半年前5.8万/平做评估。"资深房产经纪人李晓峰指着手机里的成交记录说。这种价格倒挂在二 三线城市更为明显，南宁青秀区某法拍公寓甚至出现评估价高于周边新房备案 ...

Economic Overview - Estonia's GDP reached €10.49 billion in Q3 2025, showing a year-on-year growth of 0.9% and remaining stable quarter-on-quarter [1] - Private consumption decreased by 0.6% year-on-year, while government consumption increased by 3.4%, marking the fastest growth since Q2 2024 [1] - Overall investment fell by 0.7% year-on-year, with government investment rising by 8.8% and corporate investment declining significantly by 27.3% [1] - Household investment in housing grew by 12.1% year-on-year [1] Trade Performance - External trade continued to grow, with goods and services exports increasing by 5.7% year-on-year and imports rising by 5.6% [1] - Net exports achieved positive growth for the second consecutive quarter [1] Sector Performance - The energy sector experienced the highest value-added growth at 21.5% year-on-year [1] - Manufacturing sector value-added grew by 7.9% year-on-year [1] - The real estate sector saw a value-added increase of 4.4% year-on-year [1] - The accommodation and food services sector faced the largest decline in value-added, down by 8.8% year-on-year [1] - Transportation sector value-added decreased by 6.9% year-on-year [1] - Wholesale and retail trade sector value-added also fell by 6.9% year-on-year [1] - Health and social work sector value-added declined by 4.5% year-on-year [1]

Market Overview - A-shares experienced a volatile adjustment today, with all three major indices showing varying degrees of decline, influenced by global market conditions and local sentiment [1][3] - The market is reacting to fluctuating expectations regarding the Federal Reserve's potential interest rate cuts in December, which has impacted global liquidity expectations [1][3] - A report from Morgan Stanley projected a 6-7% growth in annual earnings for 2026, below the market consensus of 15%, indicating a need to adjust optimistic expectations for earnings recovery, particularly in traditional consumer and real estate sectors [1][3] Sector Performance - Energy metals and lithium battery sectors saw significant declines, with futures prices for lithium carbonate and other raw materials retreating, alongside expectations of rising social inventory, negatively affecting market sentiment [3] - The film and media sector experienced short-term profit-taking, while the precious metals sector's decline was primarily driven by overall commodity market sentiment [3] Technical Analysis - The Shanghai Composite Index is currently in a competitive phase around the 3900-point mark, with short-term support expected near 3850 points, but facing pressure at key psychological levels [3] - The market's ability to break through the 4000-point threshold will depend on further positive stimuli, with current adjustments viewed as a healthy market behavior [3] Global Influences - The release of signals from the Bank of Japan regarding potential interest rate hikes has contributed to a general decline in major global stock markets, further suppressing risk appetite in the A-share market [3]

香港前11个月楼宇买卖登记较去年全年高5.5% 中新社香港12月2日电 (记者 魏华都)香港特区政府土地注册处2日公布的数据显示，2025年前11个月香 港整体楼宇买卖合约登记量(包括住宅、车位及工商铺物业等)达71703宗，较2024年全年高出5.5%。 今年11月整体楼宇买卖合约登记有7121宗，虽较10月轻微下降，但连续两个月录得7000宗以上。中原地 产研究部高级联席董事杨明仪表示，这是由于近期银行两次降息带动楼市转旺、楼价向升，买家加快入 市步伐。 香港置业分析指出，今年前11个月恒生指数升近三成，触发财富效应，加上降息周期重启，以及特区政 府调低细价物业印花税、放宽"新资本投资者入境计划"购买住宅物业的成交价门槛等政策出台，利好楼 市气氛，带动今年整体物业交投。(完) 12月2日，香港特区政府土地注册处公布，2025年前11个月香港整体楼宇买卖合约登记量(包括住 宅、车位及工商铺物业等)达71703宗，较2024年全年高出5.5%。图为高楼林立的维港两岸资料图。 中 新社记者 张炜 摄 香港楼市近月表现不俗，11月二手住宅和非住宅市场维持强势，车位及商厦登记量增加。 广告等商务合作，请点击这里 本 ...

央视网消息："网信上海"微信公众号消息，11月14日，上海市委网信办会同市房管局、市公安局网安总 队等部门启动规范网上房地产信息传播秩序专项整治行动。专项行动开展以来，已指导小红书、哔哩哔 哩等网站平台自查清理涉唱衰楼市、歪曲解读房产政策等违法违规和不良信息4万余条，处置违规房产 类账号7万余个，处置违规直播间1200余个，并定期发布治理公告。 现将典型案例通报如下。 案例1 部分账号以"内部房源""远低于市场价出售"为噱头发布房源信息，通过设置明显低于市场常识的价 格标签，吸引用户私信咨询，并在内容中暗示"渠道特殊""错过不再"等统一话术引流。涉及的账号已被 相关平台依法依约关闭。 案例2 部分账号围绕房地产政策发布夸大性解读内容，通过使用"楼市即将暴跌""未来无法出手""市场将 崩盘"等表述，对正常政策调整进行误读、渲染和放大，引发用户恐慌性预期。涉及的账号已被相关平 台依法依约关闭。 案例3 部分账号使用虚假房源图片，伪造交易信息，使用生成或拼接的虚假房屋图片进行包装展示，营 造"真实在售房源"假象，或通过虚构房东采访内容，拼接不同房源信息进行虚假演绎，误导用户判断房 源真实性。涉及的账号已被相关平台依 ...

Core Viewpoint - Yurun Group announced its commitment to fully sourcing cage-free eggs and meat chickens in its global factories by 2035 or earlier, reflecting its dedication to sustainable food procurement and responding to growing consumer demand for health and ethical consumption [3][8]. Group 1: Commitment to Sustainable Practices - Yurun Food's decision to transition to cage-free sourcing is a key milestone in its corporate social responsibility and sustainability strategy, aiming to provide safer and healthier product choices for consumers [3][8]. - The initiative is expected to inspire more companies to join the sustainable development movement, enhancing the reputation of Chinese enterprises in the global market [3][10]. Group 2: Benefits of Cage-Free Farming - Cage-free eggs allow hens to roam indoors or outdoors, improving animal welfare and enhancing the nutritional quality of eggs while significantly reducing food safety risks, with studies showing a 25-fold lower probability of Salmonella contamination compared to caged farms [5][8]. - Cage-free meat chickens also benefit from increased space and natural behaviors, leading to better health and higher quality meat, aligning with consumer preferences for humane treatment of animals [5][10]. Group 3: Company Overview - Yurun Group is a diversified enterprise encompassing seven industries, including food, real estate, and logistics, with its food division ranked 112th among China's top 500 companies and 8th among private enterprises [10][11]. - The company operates a comprehensive food safety chain from source to end, offering a wide range of products, including fresh and frozen meats, and has established several well-known brands [10][11]. Group 4: Research and Development Leadership - Yurun Group leads the industry in research and development, being the first domestic food company to establish multiple key laboratories and research centers focused on meat processing and quality control [11]. - The company has undertaken over 40 significant national and provincial research projects, contributing to advancements in food safety and processing technologies [11].

来源：上海证券报微信公众号 今日提示 •2025企业家博鳌论坛系列活动12月2日至12月5日在海南博鳌举办。 •2025年中国国际海事会展12月2日至12月5日在上海举办。 •据网络实时数据，截至12月1日18时30分，影片《疯狂动物城2》票房突破20亿元。 •沐曦股份发行初步询价日为12月2日，申购日为12月5日。 •12月1日，DeepSeek同时发布两个正式版模型：DeepSeek-V3.2和DeepSeek-V3.2-Speciale。 上证精选 •广期所发布通知，对多晶硅期货PS2601合约的交易保证金标准及交易限额作如下调整：自2025年12月3 日结算时起，多晶硅期货PS2601合约投机交易保证金标准调整为13%，套期保值交易保证金标准调整为 12%。自2025年12月3日交易时起，非期货公司会员或者客户在多晶硅期货PS2601合约上单日开仓量不 得超过500手。 •上海市政府近日印发《上海市引进人才申办本市常住户口办法》《持有〈上海市居住证〉人员申办本 市常住户口办法》，12月1日起施行。《办法》第三条明确规定，在本市行政区域内注册的用人单位引 进本市紧缺急需的国内优秀人才，可以申办本市常住户 ...

Core Points - The controlling shareholder of Caixin Development, Chongqing Caixin Real Estate Development Group, holds 398,920,794 shares, accounting for 36.25% of the total share capital, with all shares pledged and frozen [1] - The controlling shareholder of Caixin Real Estate is Chongqing Caixin Enterprise Group, which owns 100% of Caixin Real Estate [1] - An investment agreement has been signed for the acquisition of 20% to 29.99% of Caixin Development's shares, corresponding to 220,092,434 to 330,028,605 shares, subject to the restructuring plan [1] - If the investor acquires the aforementioned shares, it may lead to changes in the company's ownership structure, controlling shareholder, and actual controller, pending the restructuring plan [1]

Core Viewpoint - The potential nomination of Kevin Hassett as the next Federal Reserve Chairman by President Trump could lead to a more aggressive monetary policy, impacting market dynamics significantly [1][2][4]. Group 1: Potential Impact on Monetary Policy - Hassett's approach may shift the Fed from a "data-dependent" model to a "demand-driven" model, potentially resulting in earlier and larger interest rate cuts than currently anticipated [3][5]. - Market expectations are already adjusting to the possibility of "larger and faster rate cuts," with significant implications for interest-sensitive sectors such as technology and real estate [2][4]. Group 2: Market Reactions and Asset Valuations - If Hassett is appointed, there may be a notable increase in stock and gold prices due to anticipated liquidity easing, while bank stocks could face pressure from narrowing interest margins [2][4]. - The potential for a "Christmas rally" in the stock market is suggested if Hassett is officially nominated before the holiday season [4]. Group 3: Concerns Over Fed Independence - Analysts express concerns that Hassett's close ties to the Trump administration could politicize monetary policy, undermining the Fed's independence and potentially leading to higher long-term interest rates due to inflation fears [5][6]. - The market may react negatively to perceived loss of Fed independence, impacting the valuation of U.S. dollar assets, with short-term bonds and gold likely benefiting [5][6]. Group 4: Uncertainty During Transition Period - The transition period between Powell and Hassett may create confusion in market expectations regarding monetary policy, leading to increased volatility in the short term [7].