每经头条（nbdtoutiao）——专访管涛：美国政府经济贸易政策正逐渐动摇美元本位国际货币体系，利 多因素下人民币汇率有可能破7 每经AI快讯，同方股份（SH 600100，收盘价：8.62元）12月11日晚间发布公告称，为进一步加快产业 结构优化调整，整合企业资源，提高资产运营效率，公司全资子公司同方科创拟通过公开挂牌方式转让 持有的工业信息80%股权。以2024年12月31日为基准日，工业信息100%股权经审计的净资产账面价值 约为1.51亿元，评估价值约1.7亿元，评估增值1957.53万元，增值率为12.99%。上述评估报告已取得中 核集团评估备案表。按照持股比例为80%计算，归属于同方科创的股东权益约为1.36亿元。本次挂牌价 格参照上述备案后的评估价值，最终按照产权交易所达成的摘牌金额形成交易价格。 2025年1至6月份，同方股份的营业收入构成为：智慧能源占比37.71%，民用核技术占比35.79%，数字 信息占比19.82%，其他占比3.88%，总部与投资占比2.9%。 截至发稿，同方股份市值为289亿元。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

截至发稿，同方股份市值为289亿元。 每经头条（nbdtoutiao）——专访管涛：美国政府经济贸易政策正逐渐动摇美元本位国际货币体系，利 多因素下人民币汇率有可能破7 每经AI快讯，同方股份（SH 600100，收盘价：8.62元）12月11日晚间发布公告称，公司第九届第二十 二次董事会会议于2025年12月10日以现场结合视频会议的方式召开。会议审议了《关于与中核财务有限 责任公司开展金融业务的风险评估报告的议案》等文件。 2025年1至6月份，同方股份的营业收入构成为：智慧能源占比37.71%，民用核技术占比35.79%，数字 信息占比19.82%，其他占比3.88%，总部与投资占比2.9%。 （记者 曾健辉） ...

Macroeconomic Overview - The US PCE price index for September remained high, with a year-on-year increase of 2.8%, matching expectations and higher than the previous value of 2.7% [1] - The month-on-month PCE price index for September increased by 0.3%, consistent with expectations and the previous value [1] - The core PCE price index for September rose by 2.8% year-on-year, in line with expectations but lower than the previous value of 2.9% [1] - The month-on-month core PCE price index for September increased by 0.2%, matching expectations and the previous value [1] - Personal consumption expenditures in September rose by 0.3% month-on-month, in line with expectations but lower than the previous value of 0.5% [1] - Actual personal consumption expenditures for September showed no growth, falling short of the expected 0.1% and the previous value of 0.2% [1] Employment and Consumer Confidence - The US manufacturing sector continued to contract in November, while the service sector accelerated its expansion [1] - The ISM manufacturing index for November recorded 48.2, below the expected 49 and the previous value of 48.7 [1] - The ISM services index for November recorded 52.6, exceeding the expected 52 and the previous value of 52.4 [1] - The ADP employment report for November showed a decrease of 32,000 jobs, significantly below the expected decrease of 10,000 and the previous decrease of 42,000 [1] - Consumer confidence improved significantly in December, with the Michigan University consumer confidence index initial value at 52.3, better than the expected 52 and the previous value of 51 [2][1] - The one-year inflation expectation from Michigan University for December was 4.1%, lower than both the expected and previous value of 4.5% [2] - The five-year inflation expectation from Michigan University for December was 3.2%, lower than both the expected and previous value of 3.4% [2] Market Performance - The S&P Oil & Gas index rose by 1.97% over the week from December 1 to 5, while the Nasdaq 100 index increased by 1.01% and the S&P 500 index rose by 0.31% [3][16] - Among the 11 sectors covered by the S&P 500, 6 sectors saw gains, with the S&P 500 Energy sector leading at 1.40%, while the S&P 500 Utilities sector lagged with a decline of 4.52% [3][16] - The market is observing stable expectations for interest rate cuts in December, following disappointing employment data [16]

人民财讯12月11日电，金智科技（002090）12月11日公告，近日，公司中标国家电网有限公司下属省公 司配网相关项目，中标金额5507.89万元；公司全资子公司江苏东大金智信息系统有限公司中标"江苏省 监狱管理局精神病医院(康新戒毒所)新建安防和信息化项目"，中标金额2109.31万元。上述项目中标金 额合计7617.2万元，占公司2024年度营业总收入的比例为4.3%。 ...

Group 1 - The core viewpoint of the articles highlights the strategic development and industrial growth of Jiangmen, a key city in the Guangdong-Hong Kong-Macao Greater Bay Area, following the opening of major transportation links [1][2] - Jiangmen's GDP surpassed 400 billion yuan in 2023, with a projected increase to 421.018 billion yuan in 2024, reflecting an average annual growth rate of 5.6% over the past four years, which is above the provincial average [2] - The city has seen significant industrial investment, exceeding 100 billion yuan in the past two years, with a total investment amounting to over 200 billion yuan [2] Group 2 - Over 1,000 factories have been established in Jiangmen since the beginning of 2023, with most already in operation, showcasing the city's rapid industrial development [3] - The industrial output value in Jiangmen has grown at an average annual rate of 7.6% over the past four years, ranking second among the 21 prefecture-level cities in Guangdong [2] - Jiangmen is identified as a core city for eight strategic industries in Guangdong's "14th Five-Year" manufacturing development plan, emphasizing its role in the regional industrial chain [4] Group 3 - The city is focusing on integrating industry and finance to support high-quality manufacturing development, with over 700 specialized enterprises and more than 100 potential IPO candidates requiring investment support [5] - Jiangmen is transitioning state-owned enterprises from "park developers" to "industry operators" and "ecosystem builders," aiming to enhance capital operation efficiency [5] - The establishment of a comprehensive industrial investment fund group is underway, aimed at supporting major projects through various financial instruments [5] Group 4 - The completion of the Shenzhen-Jiangmen Railway and Zhujiang-Zhaoqing High-speed Railway by the end of 2027 will significantly reduce commuting time to Guangzhou and Shenzhen, further enhancing Jiangmen's geographical advantages [4] - The city is positioning itself as a hub for high-performance computing products and smart manufacturing, aligning with the digital transformation goals of various companies [4]

Group 1 - The core viewpoint emphasizes the importance of a digital business environment in stimulating innovation and supporting high-quality development in the current economic landscape [2] Group 2 - The current status and effectiveness of the digital business environment in China show significant optimization, particularly in three areas: digital upgrade of government services, with a nationwide integrated platform covering all provincial units and millions of service items, facilitating "one-stop" and "cross-province" services [3] - The market for data elements has been opened, with high-quality data set transactions nearing 4 billion yuan and a data resource scale of 246 petabytes, providing crucial support for enterprise R&D [3] - The digital regulatory system has been improved, with local innovations such as Beijing's "data zone" for public data access, Chongqing's "E Enterprise Office" mini-program for streamlined business processes, and Zhejiang's "Zheli Ban" ecosystem achieving a 98% rate of integrated government services [3] Group 3 - Future directions include strengthening technological empowerment by accelerating the construction of digital government, transitioning government services from basic functions to intelligent and convenient services, and enhancing data sharing through a unified electronic certificate database [5] - Deepening the market-oriented reform of data elements is essential, breaking down data barriers, establishing clear data property rights, and encouraging enterprise participation in data development [5] - The government should set unified open standards and build data trading platforms oriented towards enterprise needs, with reliable information support being crucial for efficient data resource utilization [5]

Core Viewpoint - The performance of U.S. technology stocks and small-cap stocks is expected to be a focal point in 2025, with the Russell 2000 index showing significant gains over the past 11 months, outperforming the Dow Jones Industrial Average [1][2][4]. Small-Cap Stocks Outlook - The Russell 2000 index, representing small-cap stocks, has risen over 13% this year, benefiting from a stable economic environment and low interest rates, which have supported small business growth [2][4]. - Market sentiment remains optimistic about small-cap stocks, especially with potential interest rate cuts from the Federal Reserve, which could lower borrowing costs for small companies [8]. - However, there are concerns regarding the rising U.S. Treasury yields and increased uncertainty in monetary policy for the upcoming year, which may impact small-cap stocks negatively [8][9]. Earnings and Profitability - Approximately 40% of the companies in the Russell 2000 index reported losses over the past year, with a similar percentage showing negative net profits in the most recent quarter [9]. - Despite these challenges, some analysts believe that the earnings outlook for small-cap stocks is improving, with expectations of stronger performance in the fourth quarter and into 2026 [10]. Technology Stocks and Market Dynamics - The technology sector, particularly the "Magnificent Seven" stocks, has significantly influenced the S&P 500 index, contributing to 42.5% of its gains [11]. - A prominent strategist suggests reducing exposure to these tech giants, advocating for a more balanced investment approach that includes sectors like finance, industrials, and healthcare [12]. - There are indications of a potential bubble in the U.S. tech sector, although core areas have not yet shown signs of a bubble [13][14].

Group 1 - The article discusses the challenges of achieving a 10% annual return on investments, particularly in the context of low bank interest rates and the performance of bank ETFs [1] - It highlights the historical performance of various sectors in Japan from 1991 to 2020, noting that healthcare, information technology, and consumer sectors performed the best, while financial and telecommunications sectors lagged [3] - The article suggests that the current market conditions favor large-cap stocks, but there is potential in small-cap stocks as well, with specific mention of companies like Huahong Semiconductor [8] Group 2 - The article mentions the potential benefits of investing in dollar-denominated bond funds, especially with the anticipated interest rate cuts by the Federal Reserve [9] - It emphasizes the importance of specific stock selections, indicating that many popular recommendations may not yield the best returns [5] - The article also references the long-term performance of Midea Group, suggesting an annualized return of 9% [4]

Group 1 - The core viewpoint is that the proportion of stocks held by insurance companies in the Sci-Tech Innovation Board is on a long-term upward trend, supported by policy encouragement for insurance holdings in Sci-Tech stocks [1] - The risk factor for holdings exceeding two years has been adjusted from 0.4 to 0.36, which facilitates a normalized high proportion of equity allocation while maintaining tactical maneuvering space [1] - The increase in equity allocation by insurance funds is a major source of incremental growth, with potential additional investment space reaching trillions if the stock and fund investment ratio is raised to a 30% cap [1] Group 2 - The Sci-Tech 100 ETF (588120) tracks the Sci-Tech 100 Index (000698), which has a daily fluctuation limit of 20%, reflecting the overall performance of 100 larger and more liquid securities selected from the Sci-Tech Innovation Board [1] - The index components cover multiple high-tech industries, including information technology and healthcare, showcasing strong innovation and growth potential [1]

12月1 0日，工信部发布的《产业技术基础公共服务平台管理办法》指出，服务平台申报单位应当明确申报的服务行业领域及服务范 围。服务重点行业和领域包括装备、石化化工、钢铁、有色、建材、轻工、纺织、食品、医药、新一代信息技术、生物技术、新能 源、新材料、新能源汽车、仪器仪表、安全应急、民用爆炸物品、民用航空、船舶与海洋工程、绿色环保、人工智能、元宇宙、脑机 接口、量子信息、新型储能等；服务范围主要包括计量检测、标准验证与检测、质量可靠性试验检测、认证认可、产业信息、知识产 权、技术成果转化等。 以下为原文 | | | | 发文机关:工业和信息化部 | | | --- | --- | | 标 题： 工业和信息化部关于印发《产业技术基础公共服务平台管理办法》的通知 | | | 发文字号: 工信部科〔2025〕261号 | | | 成文日期: 2025-12-05 | 发布日期: 2025-12-10 | | 发布机构:科技司 | 分 类:技术基础管理 | 第一章 总则 第一条 为深入实施制造强国战略，健全产业基础支撑体系，培育一批具备权威性、基础性、前瞻性的产业技术基础公共服务平台，加 强对现有产业技术基础公共服务平 ...