每经AI快讯，12月19日，恒大物业在港交所发布公告，清算人已收到部分选定投标人提交的最新非约 束性意向报价，清算人无意考虑任何新的非约束性意向报价，潜在交易仍处于初步阶段。 ...

Core Insights - The report highlights that the macroeconomic environment in 2026 will be influenced by U.S. midterm election pressures, defense demands in Europe and Japan, and China's focus on stable growth, leading to continued policy easing in the first half of the year [2] - The AI boom is expected to enhance efficiency and stock valuations but may also exacerbate job losses and economic K-shaped divergence [2] - The report suggests that the second half of 2026 may see a rebound in inflation due to global liquidity easing, a weaker dollar, and China's anti-involution efforts, potentially causing volatility in high-valuation assets [2] Industry Outlook Chinese Internet Software - 2026 is seen as a critical year for competing for user attention in the AI era, with a focus on lowering usage barriers, enhancing decision-making efficiency, and creating real value [2] - Companies with stable cash flows supporting AI investments and strong operational capabilities are expected to have higher long-term investment value [5] Semiconductor - The report maintains four core investment themes for 2026: AI-driven structural growth, China's semiconductor self-sufficiency trend, high-yield defensive allocations, and industry consolidation [7] - The global semiconductor market is projected to grow by 26% to $975 billion in 2026, with AI-related segments leading the growth [7] Technology - The global tech industry is expected to experience demand differentiation and accelerated AI innovation, with a focus on AI computing infrastructure and end-user AI products [8] - Key companies to watch include Apple, which is anticipated to have a year of innovation with new AI products [8] Consumer Sectors Essential Consumption - The report identifies three main investment themes: deepening consumption stratification, focusing on essential survival needs, and leveraging overseas expansion to hedge against domestic uncertainties [10][20] - Companies in the food and beverage sector, such as Nongfu Spring and China Resources Beverages, are recommended due to their stable demand and attractive valuations [21] Discretionary Consumption - The outlook for the discretionary consumption sector is cautious, with expected retail sales growth of about 3.5% in 2026, slightly down from 4% in 2025 [11] - The report suggests a focus on survival-type consumption and low-cost emotional comfort products, with recommendations for companies like Luckin Coffee and Bosideng [11][21] Automotive - The Chinese automotive industry is expected to show resilience despite pressures from subsidy reductions and tax incentives, with retail sales of passenger vehicles projected to remain stable [12] - Key trends include intensified competition and the introduction of new models, particularly in the new energy vehicle segment [12] Pharmaceuticals - The innovative drug sector has seen significant growth driven by overseas licensing deals, but future catalysts are expected to shift from upfront payments to milestone achievements [13] - The CXO industry is anticipated to continue its recovery in 2026, supported by a rebound in domestic R&D demand [13] Real Estate - The report forecasts a continued contraction in the real estate market, with total residential sales expected to decline by 8% in 2026 [16][17] - Investment themes include focusing on stock market service providers and companies with strong operational capabilities in commercial assets [18][19]

【环球网报道 记者 张寒玥】作为厦门市面积最大的行政区，同安肩负着43个城中村的治理重任。这些在过去曾被视作"脏乱差"的城中村，如今，正通过一 场深入的现代化治理变革，逐步从城市发展的"边缘地带"转变为产城融合的"活力空间"。 物管服务破痛点 织密民生幸福网 在过去，道路狭窄、管线杂乱、违建丛生、安全隐患频发等问题，如同沉重的枷锁，严重影响着居民的日常生活，制约着城市整体功能的优化与延伸。 坐落于同安工业集中区的梧侣社区，是同安众多城中村的一个典型缩影。这里常住人口与流动人口比例高达1:9，治理挑战尤为严峻。"以前不光房子挤，楼 道口、拐角处也常被自行车占满，万一发生紧急情况，消防车根本进不来。"在社区居住多年的林先生回忆起往昔，仍心有余悸。而这样的场景，曾是同安 众多城中村的真实写照。 完善公共设施、破解环境治理难题，成为亟待解决的重要课题。为此，同安区将完善物管服务作为织密民生幸福网络的关键抓手，聚焦城中村公共设施、公 共环境运维管理的痛点堵点，积极探索推进"自治型物业"管理工作，创新形成"1+2+3"治理路径——以合资公司为统一平台，锚定两大业务板块为核心抓 手，凝聚街道、社区、国企三方合力。通过各方协 ...

资金流向方面，主力资金净流出332.52万元，大单买入194.21万元，占比4.98%，卖出526.73万元，占比 13.50%。 分红方面，招商积余A股上市后累计派现9.12亿元。近三年，累计派现5.62亿元。 机构持仓方面，截止2025年9月30日，招商积余十大流通股东中，工银价值精选混合A（019085）位居 第四大流通股东，持股1919.01万股，为新进股东。香港中央结算有限公司位居第五大流通股东，持股 1793.36万股，相比上期增加191.49万股。中欧养老混合A（001955）位居第六大流通股东，持股1308.75 万股，相比上期减少623.35万股。中欧睿见混合A（010429）位居第七大流通股东，持股1114.54万股， 相比上期减少71.02万股。天弘永利债券A（420002）位居第八大流通股东，持股1112.02万股，为新进 股东。国富中小盘股票A（450009）退出十大流通股东之列。 责任编辑：小浪快报 12月19日，招商积余盘中上涨2.08%，截至11:03，报11.29元/股，成交3900.41万元，换手率0.33%，总 市值118.96亿元。 招商积余今年以来股价涨9.29%，近 ...

力高健康生活发布截至2025年6月30日止六个月的未经审核中期业绩，收益2.09亿元(人民币，下同)，同 比减少1.47%；股东应占亏损574.2万元，上年同期股东应占溢利107.3万元，同比盈转亏；每股基本亏 损2.87分。 香港联交所最新资料显示，12月18日，力高健康生活(02370)股东将股票由渣打银行(香港)转入星展银 行，转仓市值6375万港元，占比75%。 ...

力高健康生活发布截至2025年6月30日止六个月的未经审核中期业绩，收益2.09亿元(人民币，下同)，同 比减少1.47%；股东应占亏损574.2万元，上年同期股东应占溢利107.3万元，同比盈转亏；每股基本亏 损2.87分。 智通财经APP获悉，香港联交所最新资料显示，12月18日，力高健康生活(02370)股东将股票由渣打银行 (香港)转入星展银行，转仓市值6375万港元，占比75%。 ...

Core Viewpoint - The Huicheng District government is actively responding to national policies by initiating a renovation project for old residential elevators, utilizing long-term special government bond funds to address safety concerns and improve living conditions for residents [2] Group 1: Project Initiation and Implementation - A total of 404 old elevators from 59 residential communities in Huicheng have applied for government bond subsidies for upgrades and have passed the review process [2] - The Jinshijie Garden community was the first to complete the replacement of all 24 elevators, serving as a model for using government bond funds to promote urban renewal and address public welfare issues [2] Group 2: Policy Communication and Resident Engagement - The community party branch formed a "Policy Advocacy Pioneer Team" to effectively communicate the elevator renovation policy to residents, transforming complex policies into understandable language [3] - Various methods were employed, including online updates and in-person discussions, to clarify the eligibility criteria for subsidies and the application process, ensuring residents understood the financial implications [3] Group 3: Consensus Building and Coordination - The community party branch established a coordination platform to address diverse owner needs regarding cost-sharing, elevator brand selection, and construction arrangements [4] - A temporary coordination group was formed to facilitate discussions among stakeholders, leading to a fair cost-sharing plan that was accepted by the majority of owners [5] Group 4: Project Supervision and Quality Assurance - The community party branch maintained a hands-on approach throughout the project, ensuring a multi-faceted supervision network was in place to monitor safety, material quality, and project progress [6] - A mechanism for daily inspections and weekly summaries was implemented to keep residents informed and address any concerns regarding construction disturbances [6] Group 5: Long-term Maintenance and Sustainability - The community party branch emphasized the importance of signing long-term maintenance contracts as a core requirement for selecting suppliers, focusing on service quality and response times [7] - After the new elevators were put into operation, a dual supervision mechanism was established to ensure ongoing maintenance and transparency in service records [7]

● 长发集团长江投资实业股份有限公司（以下简称"长江投资"、"公司"）以现金方式收购公司间接控股 股东长三角投资（上海）有限公司（以下简称"长三角投资公司"）持有的长三角和合企业发展（上海） 有限公司（以下简称"和合公司"、"标的公司"）51%股权，交易金额2,218.50万元。 ● 本次交易构成关联交易。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600119 证券简称：长江投资公告编号：2025-033 长发集团长江投资实业股份有限公司关于购买长三角和合企业发展（上海）有限公司51%股权暨关联交 易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 本次交易不构成重大资产重组。 ● 本次交易已经公司第九届董事会战略委员会2025年第二次会议、第九届董事会投资决策委员会2025年 第二次会议、第九届董事会独立董事2025年第二次专门会议、九届八次董事会会议审议通过。本次交易 无需提交公司股东会审议。该事项尚需按国资监管要求报国资上级单位批准。 ● 截至本次交易，过去12个月内，除已经 ...

随着国家"安全、舒适、绿色、智慧"住宅标准发布与住建部提出"好房子"需要好服务，房地产行业正从空间销售向全 周期资产运营与人文关怀转型。其中，物业服务角色和价值发生重要转变，从幕后"维护者"升级为资产"价值放大 器"与生活"场景创造者"，并以优质多元的服务提升居住体验、推动行业高质量发展。 这一转型趋势，真切来源于市场需求端。中指等平台调研报告显示，目前购房者核心需求已从"有房住"跃迁至"住得 好"的复合体验。他们渴望的不仅是安全整洁的居住环境，更是全龄精细化服务、智慧生态、归属感社区文化等居住 的"质感"。 作为融创TOP级产品系壹号院的代表，天津梅江壹号院聚焦160㎡以上大平层纯改善圈层，实现高达60%的老业主复购 率，并于11月取得天津市200㎡、总价800万以上高端市场销售额第一的成绩，持续赢得天津高净值客群的青睐。 这一系列市场表现的背后，正是源于"壹号院"系将核心地段与定制级产品力、定制服务力的深度结合，构筑了不可复 制的资产价值闭环。 天津梅江壹号院坐落于老梅江稀缺地段，是该板块唯一在售的低密新房，享有成熟配套与便捷交通。产品层面，项目 通过零漆陶板幕墙、禅意园林，以及与地面齐平的全景落地窗、L ...

绿城服务(02869)发布公告，于2025年12月18日，该公司斥资190.6万港元回购42.4万股股份，每股回购 价格为4.47-4.52港元。 ...