Core Insights - The China Enterprises Going Global Base was officially launched at the Hainan Ecological Software Park, aiming to leverage the advantages of the Hainan Free Trade Port to create a comprehensive ecosystem for companies going abroad [1][2] - The base integrates policy, service, and resource elements to provide full-cycle support for enterprises looking to expand internationally, focusing on sectors such as consumer electronics, medical devices, and financial technology [1][2] Group 1 - The launch event attracted over 300 participants, including executives from more than 200 listed companies and representatives from international organizations, discussing cross-border development opportunities in twelve key industries [1] - A roundtable discussion titled "New Forces Going Global Reshaping the Landscape" featured representatives from various sectors, including technology, automotive, finance, and consulting, exploring opportunities and innovative paradigms for the new economy [1] Group 2 - The base aims to provide a full-chain service ecosystem, including one-stop entry assistance, a "Going Global Service Resource Pool," and a green channel for government services [2] - It connects capital resources with professional institutions like brokerages and accounting firms to offer services such as equity financing and listing path planning, facilitating the capital process for enterprises [2] - Eight companies, including Langjiu Co., Dongfang Yuhong, and Yuyuan Co., signed agreements with the base, representing various sectors such as new consumption, commercial retail, medical health, and financial investment [2]

天眼查App显示，近日，东海县鹏扬建材有限公司成立，法定代表人为朱胜菊，注册资本3万人民币， 经营范围为一般项目：建筑材料销售；建筑装饰材料销售；五金产品批发；五金产品零售；建筑用金属 配件销售；轻质建筑材料销售；密封用填料销售；金属结构销售；建筑用钢筋产品销售；模具销售；涂 料销售（不含危险化学品）；保温材料销售；紧固件销售；砼结构构件销售；电线、电缆经营；光缆销 售；光纤销售；金属丝绳及其制品销售；橡胶制品销售；弹簧销售；金属工具销售；有色金属合金销 售；轴承销售；门窗销售；玻璃纤维增强塑料制品销售；室内木门窗安装服务；住宅水电安装维护服 务；家用电器安装服务（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

东莞市青年企业家培训班组织学员走访企业。 青年企业家们正在培训班上课。 刘婉与父辈在探讨产品技术。 初冬的东莞，制造业生产线上机械轰鸣，而在东莞市青年企业家培训班的结业典礼现场，另一种活力正在迸发。近日，东莞市委统战部、市工商联举办2024 —2025年东莞市青年企业家培养"领航计划""传承计划"培训班结业仪式，一批完成一年期培训的青年企业家将带着新的理念和方法，回到各自的企业继续这 场始于父辈的创业征程。 青年企业家是一座城市"今天的增长点"，也是"明天的竞争力"。在东莞，一场"老莞商"和"青年企业家"的代际交接变革正在上演。当"老莞商"逐渐退居二 线，青年企业家们接过企业方向舵，他们站在父辈打下的坚实基业上，眺望着创新驱动的产业新图景。 东莞市委常委、统战部部长陈志伟表示，青年是国家的未来，是民族的希望。多年来，市委、市政府始终关注青年企业家的成长与发展，致力于为青年企业 家搭建学习交流平台，提供政策辅导和服务保障，为东莞乃至全国的经济发展贡献更多智慧和力量。 南方日报记者 叶永茵 图片由受访单位提供 接棒之思 在传统与现代间架设桥梁 下午三点，在东莞市彩盛建材有限公司的会议室里，莫家权刚刚结束一场重要的 ...

Core Viewpoint - The Central Economic Work Conference held on December 10-11 has outlined the direction for economic work in 2026, emphasizing a "steady progress" approach and a series of macro policies and industrial deployments that are expected to support the capital market [1] Policy Direction - The conference highlighted the need for a more proactive fiscal policy and moderately loose monetary policy, focusing on new infrastructure, livelihood projects, and urban renewal to stimulate demand in related industrial chains [3] - The balance between "stability" and "progress" is crucial, aiming to stabilize the economic fundamentals while fostering innovation and green transformation to enhance resource allocation efficiency [2] Investment Opportunities - Investment opportunities are anticipated in three main areas: 1. **Consumption Upgrade**: The focus on domestic demand is expected to benefit the consumer sector, particularly durable goods and smart consumption, supported by policies like trade-in incentives [5] 2. **New Quality Productivity**: Emphasis on innovation and technology breakthroughs, particularly in AI, semiconductors, and high-end manufacturing, is seen as a long-term investment theme [5] 3. **Infrastructure and Unified Market**: Traditional infrastructure sectors such as engineering machinery and building materials are expected to benefit from modernization projects, while logistics and supply chain services will gain from the construction of a unified national market [6] Investment Strategy - Institutions are adopting a balanced investment strategy, focusing on "growth offense + value defense" with four core sectors: 1. Technology growth related to new quality productivity, particularly in AI and autonomous technology [8] 2. Chinese advantages in overseas markets, focusing on the export of industry chains and brands, especially in new energy vehicles and energy storage [8] 3. Domestic demand-driven consumption and manufacturing sectors, emphasizing consumption upgrades and manufacturing recovery [8] 4. High dividend defensive sectors as a stabilizing component of the investment portfolio [8]

欧洲股市周四上涨，因为受对全球增长前景的整体信心回暖提振，资金轮动进入与经济周期相关的板 块，例如建材和银行股。 斯托克欧洲600指数收盘上涨0.5%。旅游及休闲、矿业等板块也表现突出，而公用事业和房地产等防御 性板块则表现落后。 包括SAP SE在内的软件股表现不佳，此前美国科技巨头甲骨文公司公布的云业务销售业绩令人失望， 同时与人工智能相关的支出却大幅增加。 在基准指数上个月创下纪录高位后，由于投资者担心美国科技股可能存在泡沫，欧洲股市的涨势一度受 挫。不过，美联储周三的降息以及其对货币政策前景发出的信号，缓解了市场对美国经济健康状况的担 忧。 斯托克欧洲600指数收盘上涨0.5%。旅游及休闲、矿业等板块也表现突出，而公用事业和房地产等防御 性板块则表现落后。 包括SAP SE在内的软件股表现不佳，此前美国科技巨头甲骨文公司公布的云业务销售业绩令人失望， 同时与人工智能相关的支出却大幅增加。 在基准指数上个月创下纪录高位后，由于投资者担心美国科技股可能存在泡沫，欧洲股市的涨势一度受 挫。不过，美联储周三的降息以及其对货币政策前景发出的信号，缓解了市场对美国经济健康状况的担 忧。 Lombard Odier ...

格隆汇12月11日丨旗滨集团(601636.SH)公布，为进一步拓宽融资渠道、优化融资结构、增加直接融资 比例，根据中国人民银行《银行间债券市场非金融企业债务融资工具管理办法》的有关规定，结合公司 发展需要，公司拟向中国银行间市场交易商协会申请注册并发行超短期融资券和中期票据。本次拟注册 规模分别为超短期融资券规模不超过20亿元（含）、中期票据规模不超过10亿元（含）；最终发行规模 将以公司在中国银行间市场交易商协会取得的注册通知书载明的额度及公司实际发行需要为准。 ...

天眼查App显示，近日，勐腊县宝鑫建材店（个体工商户）成立，法定代表人为刘若帆，注册资本2万 人民币，经营范围为一般项目：建筑砌块销售；建筑材料销售；建筑砌块制造；耐火材料销售；石灰和 石膏销售；砖瓦销售；建筑用钢筋产品销售；砼结构构件销售；水泥制品销售；石棉制品销售；石棉水 泥制品销售；生态环境材料销售；轻质建筑材料销售；建筑陶瓷制品销售；建筑防水卷材产品销售；装 卸搬运(除依法须经批准的项目外，凭营业执照依法自主开展经营活动)。 ...

Core Viewpoint - The Guangdong Provincial Committee emphasizes the importance of the 15th Five-Year Plan in advancing China's modernization, highlighting the achievements during the 14th Five-Year Plan and setting ambitious goals for economic and social development in the upcoming period [3][4][7]. Group 1: Achievements During the 14th Five-Year Plan - Guangdong has achieved significant economic growth, reaching a total economic output of 14 trillion yuan, with over 7 million new urban jobs created and a rise in per capita disposable income outpacing economic growth [3][4]. - The province has made strides in high-quality development, technological innovation, and ecological improvements, showcasing a balanced and coordinated development approach [3][4][10]. Group 2: Historical Context and Development Environment - The 15th Five-Year Plan period is seen as crucial for consolidating the foundations of socialist modernization and creating new advantages for Guangdong [4][5]. - The province faces both opportunities and challenges, including global geopolitical shifts and the need for technological advancements to maintain competitive advantages [5][6]. Group 3: Guiding Principles and Goals for the 15th Five-Year Plan - The guiding principles include upholding the leadership of the Communist Party, prioritizing people-centered development, and focusing on high-quality growth [8][9]. - Key goals include achieving significant improvements in economic quality, enhancing self-reliance in technology, and promoting coordinated urban and rural development [10][11]. Group 4: Economic and Social Development Strategies - Strategies include deepening reforms, expanding openness, and enhancing the quality of the business environment to stimulate economic vitality [31][33]. - The plan emphasizes the importance of integrating domestic and international markets, fostering innovation, and developing a modern industrial system [30][36]. Group 5: Infrastructure and Technological Development - The plan outlines the need for a modern infrastructure system that supports economic activities and enhances resilience [21][22]. - It highlights the importance of technological self-reliance and innovation as key drivers for economic transformation and productivity enhancement [22][24]. Group 6: Consumer Market and Investment - The strategy focuses on boosting domestic consumption and investment, with initiatives aimed at enhancing consumer spending and optimizing investment structures [28][29]. - The plan aims to create a unified national market, facilitating resource sharing and economic integration across regions [30].

作者：康天杰 从业资格证号：F03096601 投资咨询资格证号：Z0020247 创作日期：2025.12.10 标题：建材供需三连降，房地产传利好消息 摘要： 1、国家统计局：11月份CPI同比上涨0.7%，11月PPI环比上涨0.1%。 国家统计局数据显示，2025年11月份，全国居民消费价格同比上涨0.7%。其中，城市上涨0.7%，农村上涨0.4%；食品价格上涨0.2%，非食品价格上涨 0.8%；消费品价格上涨0.6%，服务价格上涨0.7%。1—11月平均，全国居民消费价格与上年同期持平。11月份，全国居民消费价格环比下降0.1%。其中，城 市下降0.1%，农村持平；食品价格上涨0.5%，非食品价格下降0.2%；消费品价格上涨0.1%，服务价格下降0.4%。 全国建材产需连续第三周下降，供需下降都有所扩大，但需求回落规模相对更大，使得总库存去库规模收窄。兰格钢铁/找钢网数据显示，截至12月10日当 周，全国建材产量418.08万吨，环比减少17.01万吨；表需446.54万吨，环比减少30.53万吨；总库存794.69万吨，环比减少28.46万吨，降幅3.46%。今日市场 流传房地产政策消息，市场对房 ...

当不少人还在为郊区新盘的涨跌纠结时，一股暗涌的资本与政策力量，已悄然调转方向，回流至城市中心那些被时间打磨过的"老房 子"里。 近日，吉林长春一则新闻引发关注：新区吉大社区成功加装电梯，解决了老年居民多年的爬楼难题。作为拥有大量上世纪多层住宅的城 市，长春将此类改造纳入城市更新项目，以"政府补助、居民共担"模式推进。不仅如此，全省范围内已启动5300个老旧小区改造，修缮 历史建筑30余处，整治历史文化街区4片，并计划持续推进"三老"（老小区、老街区、老厂区）转型提质。 这看似是民生工程，实则映射出中国城市发展逻辑的深刻转折——从追求规模扩张，转向深耕存量提质。 一、发展逻辑变了：从"大拆大建"到"精雕细琢" 过去二十年，城市生长靠的是外延扩张：拆旧建新、卖地盖楼，循环拉动增长。如今，城市开发边界逐步收紧，土地市场趋于平稳，新 房库存压力显现。未来房地产的机会在哪？答案或许就藏在那些历经岁月的老旧小区中。 据住建部早期数据，全国2000年前建成的老旧小区约22万个，涉及居民超亿人。若因设施老化、配套缺失导致资产贬值，将是社会财富 的巨大损失。而通过系统改造，这些"老资产"正被重新激活。 二、老房改造：不止"加电 ...