Core Viewpoint - The Hong Kong stock market closed early on December 31 due to the New Year holiday, with the Hang Seng Index falling by 0.87% and the Hang Seng Tech Index declining by 1.12%. Despite this, the overall performance for 2025 was strong, with the Hang Seng Index up 27.77%, marking its best performance since 2017, and the Hang Seng Tech Index up 23.45% [1]. Group 1: Market Performance - The Hang Seng Index closed at 25,630.54, down by 224.06 points or 0.87%, with a total trading volume of HKD 119 billion and a year-to-date increase of 27.77% [2]. - The Hang Seng Tech Index ended at 5,515.98, decreasing by 62.40 points or 1.12%, with a trading volume of HKD 30.4 billion and a year-to-date increase of 23.45% [2]. - The Hang Seng Biotech Index saw a decline of 1.40%, closing at 14,178.48, with a year-to-date increase of 64.46% [2]. Group 2: Capital Inflows - Southbound capital net purchases of Hong Kong stocks reached over HKD 1.4 trillion this year, setting a record high [2]. - The total net inflow for the year amounted to HKD 14,013.95 million, with contributions from both the Shanghai and Shenzhen stock connect programs [3].

Core Viewpoint - The "Million Talents Gather in Guangdong" autumn recruitment fair reflects a shift in Guangdong's focus from merely pursuing wealth to seeking sustainable development, with significant participation from both job seekers and employers [1][2]. Group 1: Recruitment Fair Overview - The recruitment fair held in Shenzhen on December 27-28 featured 1,825 key employers offering over 65,000 job positions, attracting nearly 150,000 job seekers from more than 1,700 universities [1][2]. - This event marked a collaborative effort among major companies, including BYD, Gree, and Tencent, to recruit talent across the entire supply chain, showcasing a comprehensive demand for various roles in research, manufacturing, and operations [2]. Group 2: Talent Attraction Initiatives - Guangdong has launched a series of talent recruitment initiatives throughout the year, aiming to attract 1 million graduates to stay and develop in the region within a year [2][4]. - As of November, over 5,000 recruitment events have been held under the "Million Talents Gather in Guangdong" initiative, reaching over 10 million graduates, with more than 1.1 million choosing to work in Guangdong [4]. Group 3: Industry-Specific Job Demand - The recruitment fair highlighted a strong demand for talent in sectors such as artificial intelligence, robotics, low-altitude economy, and biomedicine, indicating a vibrant job market [4][5]. - Companies emphasized the need for candidates with English communication skills and AI-related expertise, reflecting the growing integration of AI across various industries [5]. Group 4: Regional Talent Dynamics - Shenzhen's appeal to talent is driven by its strong industrial empowerment and a conducive learning environment, fostering personal and professional growth [7][8]. - The city has evolved into a "people-driven" metropolis, with its development heavily reliant on attracting high-quality talent, particularly in cutting-edge fields like AI [8][10]. Group 5: International Collaboration and Opportunities - The recruitment fair included an "APEC Talent Connection Service Zone," aimed at attracting foreign and returning talents, leveraging the upcoming APEC summit in Shenzhen to enhance international business engagement [13]. - This initiative underscores the importance of talent in driving regional competitiveness and sustaining opportunities in Guangdong [13].

格隆汇12月31日｜北京市卫生健康委员会昨天（30日）发布《北京市支持医疗健康领域人工智能应用发 展行动计划（2026-2027年）》和《北京市医疗健康领域支持人工智能产业创新发展若干措施（2026- 2027年）》。文件聚焦了哪些重点，又能为行业发展带来哪些启示？《北京市支持医疗健康领域人工智 能应用发展行动计划（2026-2027年）》聚焦辅助临床诊疗、基层卫生和健康管理的核心应用场景，同 时拓宽赋能公共卫生管理、医疗机构智能管理、行业智能监管以及面向公众的智能服务场景，也提出强 化医疗行业统筹、提升安全能力水平、完善伦理道德体系三项要求，特别明确"禁止将人工智能完全替 代医务人员的专业判断，保障医疗决策的合理性和人文关怀"。 ...

人民财讯12月31日电，港股年末最后半日交易日，恒指收跌0.87%，恒生科技指数跌1.12%。医疗、金 融、消费行业跌幅居前，有色股逆势飘红。恒指全年涨幅达27.77%。 ...

Core Insights - The article emphasizes the critical role of enterprises in driving economic stability, technological innovation, industrial upgrades, and improving people's livelihoods, positioning them as the "ballast stone" of economic operation and the "main force" of technological innovation [1][2]. Group 1: NEWS Brand Sample Evaluation - The 2025 NEWS Brand Sample focuses on "new consumption, new scenarios, and new applications," assessing companies based on three key dimensions: AI+, green development, and brand social responsibility [2][3]. - The acronym "NEWS" represents four dimensions: - "N" for Innovation (New) evaluates brands on their innovation capabilities and outcomes - "E" for Energy (Energetic) assesses brands' market responsiveness and activity - "W" for Wisdom (Wise) measures strategic planning and decision-making abilities - "S" for Sustainability (Sustainable) looks at social responsibility and long-term development plans [2]. Group 2: Key Brand Highlights - The 2025 NEWS Brand Sample includes 39 companies recognized for their market leadership, innovation, sustainability, and AI+ application capabilities [6]. - Notable brands include: - China Agricultural Bank, which has significantly increased its county loan scale, surpassing 1 trillion yuan, and has seen rapid growth in various financial services [9]. - BYD Group, which achieved the production of its 15 millionth new energy vehicle and expanded its overseas sales significantly, covering over 110 countries [10]. - Tencent, which has seen international market revenue exceed 20 billion yuan and has actively engaged in social responsibility initiatives [11]. - Haidilao, which has innovated its service offerings to enhance customer experience and expand its brand portfolio [16]. - Aier Eye Hospital, which has integrated AI into its services and focused on social responsibility projects [17]. Group 3: Brand Categories - The brands are categorized into different groups based on their strengths: - 9 brands recognized for their influence include China Agricultural Bank, BYD, Tencent, and others [6]. - 9 brands noted for their responsibility include Abbott, Xifeng Wine, and others, focusing on compliance and ESG governance [19]. - 8 brands leading in innovation include Perfect China and Zebra Language, which have made significant market breakthroughs [20]. - 6 brands identified as AI+ pioneers include Xueersi and Squirrel AI, showcasing the application of AI in transforming business models [22]. - 7 brands recognized for industry breakthroughs include Nu Skin and Mousse Group, which have disrupted traditional industry paths [22].

Market Strategy - The market opened lower but showed resilience, with the robotics sector gaining strength [5][7] - The overall A-share market saw a slight increase of 0.13%, closing at 6421.08 points, while the Shanghai Composite Index remained flat at 3965.12 points [7] - The hard technology sector, represented by the Sci-Tech 50 Index, rose by 1.01%, closing at 1359.87 points, indicating strong performance in this area [7] Industry Dynamics - JD Home Services launched a training base for elderly care services, investing 1 billion yuan over three years to develop high-standard elderly care courses [28][30] - From January to November 2025, motorcycle exports from China reached 16.67 million units, a year-on-year increase of 27.67%, with significant growth in exports to Latin America and Africa [31][32] - The online market for smart wearables saw a decline in sales, with November sales down 25.4% year-on-year, attributed to a lack of demand following earlier policy incentives [33][34] - The dairy product output from January to November 2025 was 26.85 million tons, a decrease of 1.2% year-on-year, reflecting challenges in the dairy sector [37][38] Company Updates - Haizhi Science (002653.SZ) received approval for clinical trials of its innovative drug HSK44459 for treating inflammatory bowel disease [41][42] - Aipeng Medical (300753.SZ) established a partnership for investment in brain-computer interface and neuroscience, with a fund size of 100 million yuan [43][44] - Changgao Electric (002452.SZ) announced that its subsidiaries won bids totaling 160.85 million yuan from the State Grid, which will positively impact future earnings [45][46]

Group 1: Government Policies and Initiatives - The first batch of 625 billion yuan of ultra-long-term special government bonds for the 2026 consumer goods replacement subsidy plan has been allocated in advance [2] - The Ministry of Finance and the State Taxation Administration announced a new policy on personal sales of housing value-added tax, effective from January 1, 2026, imposing a 3% tax for properties sold within two years and exempting those sold after two years [3] - The Ministry of Industry and Information Technology, along with other departments, issued a digital transformation implementation plan for the automotive industry, aiming for significant integration of digital technologies by 2027 and achieving a high level of digital development by 2030 [6] Group 2: Company News - Dongjie Intelligent announced the termination of its major asset restructuring plan to acquire a controlling stake in Aobo (Beijing) Intelligent Technology, with no adverse impact on its business operations [4] - Mingde Biological signed an equity acquisition intention agreement to acquire 100% of Wuhan Bikaier Rescue Supplies Co., which is expected to constitute a major asset restructuring [4] - Changjiang Electric Power reported a net profit of 28.193 billion yuan for the first nine months of 2025 and announced a cash dividend of 2.10 yuan per 10 shares, totaling approximately 5.138 billion yuan [5] Group 3: Market Trends and Insights - Citic Securities highlighted that silicon wafer demand is expected to continue increasing due to the expansion of wafer fab capacities, with domestic manufacturers likely to benefit from next-generation 3D stacked chip products [10] - CICC expressed an optimistic outlook for domestic and overseas wind power demand in 2026, driven by rising prices for onshore wind turbines and accelerated industry exports [10]

Core Insights - The article discusses the increasing confidence of enterprises in Sanya following the implementation of the Hainan Free Trade Port policies, highlighting the role of policy benefits, industry clusters, and an improved business environment in fostering this confidence [13][14][30]. Policy Benefits - The "zero tariff, low tax rate, and simplified tax system" policies have significantly reduced costs for businesses, enhancing their operational capabilities [15][16]. - For instance, a company relying on imported raw materials can save between 240,000 to 280,000 yuan in tariffs for every 1 million yuan worth of materials due to the exemption policies [15]. - The coverage of the "zero tariff" policy has expanded from 1,900 to approximately 6,600 tax items, accounting for 74% of all goods, which supports both industrial production and public welfare [16][30]. Industry Clusters - The acceleration of industry clusters in Sanya is seen as a key driver of economic growth, with a focus on integrating resources across various sectors [19][20]. - The establishment of the gold and jewelry industry cluster is a prime example, with major companies like China Gold and Shandong Zhaojin setting up operations, indicating a robust industry ecosystem [19][20]. - Other sectors, including high-end cultural tourism and modern agriculture, are also experiencing significant growth, with initiatives like the digital cultural industry and cross-border e-commerce gaining traction [20][21]. Business Environment - Sanya has developed a comprehensive support system for enterprises, covering their entire lifecycle, which includes policy and service integration [24][26]. - The city has enhanced its investment promotion framework, facilitating easier access to opportunities for businesses through events and partnerships [25][26]. - Continuous optimization of services and policies has led to a more favorable environment for businesses, ensuring they can operate efficiently and effectively [30].

Group 1 - The core index of the Shenzhen-Hong Kong Stock Connect Medical Index (983035) closed at 4400.67 points, down 0.84%, with a trading volume of 9.364 billion yuan and a turnover rate of 0.96% [1] - Among the constituent stocks, 8 stocks increased, with Aidi Te leading with a rise of 3.21%, while 48 stocks decreased, with Baize Medical leading the decline at 6.52% [1] - The net outflow of main funds from the Shenzhen-Hong Kong Stock Connect Medical Index constituents totaled 390 million yuan, while retail investors saw a net inflow of 497 million yuan [2] Group 2 - The Shenzhen-Hong Kong Stock Connect Medical Index made adjustments in the last 10 days, adding 2 new stocks to its constituents [2]

证券之星消息，12月30日，深港通医疗(港币)（983036）指数报收于4355.33点，跌0.53%，成交104.17 亿元，换手率0.96%。当日该指数成份股中，上涨的有8家，爱迪特以3.21%的涨幅领涨，下跌的有48 家，佰泽医疗以6.52%的跌幅领跌。 近10日内深港通医疗(港币)（983036）指数成份股做了调整，新纳入了2只股票。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 深港通医疗(港币)（983036）指数十大成份股详情如下： 资金流向方面，深港通医疗(港币)（983036）指数成份股当日主力资金净流出合计3.9亿元，游资资金净 流出合计1.07亿元，散户资金净流入合计4.97亿元。成份股资金流向详情见下表： ...