据悉，"首席工程师工作室"评选活动，旨在发掘与辖区产业发展方向高度契合的杰出工程技术人才。 该举措不仅是光明区持续健全人才激励机制、激发人才创新活力的重要实践，更鲜明传递出该区坚定推 进工程师队伍培育工作的明确导向。 光明区人力资源局相关负责人表示，光明区将进一步深化工程师队伍培育工作，积极探索开展更多系列 化人才活动。 【深圳商报讯】（记者 潘文婷）记者从光明区人力资源局获悉，光明区近日完成了"首席工程师工作 室"的评选工作。经认定，深圳市美思先端电子有限公司武斌团队与中国科学院深圳先进技术研究院 （合成所）郦野团队获评2024年度光明区"首席工程师工作室"，每个工作室将获得50万元的补贴。 据悉，首席工程师武斌博士，高级工程师，深圳市高层次人才，海外留学归国人才。长期从事MEMS传 感器研发及产业化一线工作，在MEMS智能传感器领域有着丰富的学术功底和产品研发经验，已成为国 内MEMS传感器行业的技术骨干。首席工程师郦野博士，高级工程师，深圳市海外高层次人才，主要研 究方向为实验室自动化和信息化、生物物理学。工作室核心产品为实验室自动化集成系统"星磐"，该项 目在深圳合成生物研究重大科技基础设施获得广泛应 ...

【深圳商报讯】（记者 陈燕青）最近几年，阿里巴巴、网易、京东等头部中概股纷纷赴港上市。如 今，中概股回流港股热度又有所升温。继禾赛科技之后，近日，天境生物、文远知行、小马智行等多只 在美股上市的中概股纷纷宣布赴港上市或公布进展。 10月17日，小马智行通过港交所上市聆讯，拟发行不超过1.021亿股。小马智行于2024年11月27日登陆 纳斯达克，目前市值超过70亿美元。 自2018年港交所上市制度改革以来，已有超30只中概股公司相继实现二次回港上市，包括阿里、京东、 网易、百度、携程等，几乎占了互联网行业的半壁江山。 根据记者梳理，中概股回流港股主要有3种方式：私有化退市后重新申请港股上市、在香港二次上市、 双重上市等。据统计，2018年以来共有34只中概股通过双重上市或二次上市登陆港股，其中22只为双重 上市，12只为二次上市。 对此，北方一家券商投行高管表示，"具体来看，私有化退市后重新申请上市需要的时间比较长，而且 需要有充足的资金完成私有化；二次上市主要通过存托凭证实现跨市场流通，通常以现有股份为基础， 无需重复发行新股，流程简单、所需时间短，合规要求可获多项豁免；而双重上市需承担两地上市的合 规成本 ...

天眼查App显示，近日，保定皓川生物科技有限公司成立，法定代表人为楚洪涛，注册资本10万人民 币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；肥料销 售；生物有机肥料研发；化肥销售；生物饲料研发；农副产品销售；农业机械销售；农作物种子经营 （仅限不再分装的包装种子）。（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）许可 项目：肥料生产；农药批发；农药零售。（依法须经批准的项目，经相关部门批准后方可开展经营活 动，具体经营项目以相关部门批准文件或许可证件为准）。 ...

美股周一早盘，生物科技公司GRAIL(GRAL)股价大涨23%，此前该公司宣布进行3.25亿美元的股票发 行，以资助其商业和报销活动。公司预计此次募资加之三星的1.1亿美元投资将支持其运营至2030年。 来源：视频滚动新闻 ...

Market Overview - The Hang Seng Index and the National Enterprises Index fell by 4.0% and 3.7% respectively last week, primarily due to tariff issues and concerns surrounding U.S. regional banks Zions and Western Alliance involved in credit fraud cases [1] - On Friday, the Hang Seng Index and the National Enterprises Index dropped by 2.5% and 2.7% respectively, with major sectors like technology, healthcare, brokerage, and automotive seeing significant declines, while gold-related stocks like Lao Pu Gold and Chow Tai Fook rose due to increasing gold prices [1] Company Performance - Chow Tai Fook reported a recovery in same-store sales growth in mainland China, Hong Kong, and Macau for Q2 (July-September), with retail value increasing by 4.1% year-on-year [1] - Insurance companies, including China Pacific Insurance and China Life, released positive profit forecasts, expecting net profit growth of 40%-60% and 50%-70% respectively for the first three quarters [2] Macroeconomic Dynamics - The Eurozone's harmonized consumer price index (CPI) for September showed a year-on-year increase of 2.2%, up 0.2 percentage points from August, aligning with Bloomberg's forecast [3] - Core consumer prices, excluding food and energy, rose by 2.4% year-on-year, exceeding both August's figures and Bloomberg's predictions by 0.1 percentage points [3] Industry Dynamics - In the gaming sector, Macau's gaming revenue for Q3 reached 62.57 billion MOP, reflecting a year-on-year increase of 12.5% and a quarter-on-quarter increase of 2.4% [4] - Despite a general decline in Hong Kong stocks due to fluctuations in U.S.-China trade relations, new consumer stocks like Lao Pu Gold performed well, rising by 18.0% last week [4] - In the automotive sector, NIO responded to GIC's allegations, stating that the related unfounded claims were investigated three years ago, with its stock rebounding by 2.1% on Friday after a 12.9% decline over the week [4] Pharmaceutical Sector - The pharmaceutical industry saw a general decline last week, influenced by U.S. Senate discussions on banning certain Chinese biotech companies from receiving federal funding and President Trump's remarks on lowering prices for popular diabetes and weight loss drugs [5] - Despite these challenges, Chinese pharmaceutical companies have made significant progress in overseas licensing, with Hansoh Pharmaceutical granting Roche rights to develop and commercialize a colorectal cancer drug outside of mainland China and Hong Kong, receiving an upfront payment of $80 million and potential milestone payments of up to $1.45 billion [5] New Energy and Utilities - The new energy and utilities sector in Hong Kong experienced a general decline, although defensive stocks like Huaneng International, China Everbright Environment, and Power Assets Holdings saw gains of 3.9%, 6.6%, and 2.1% respectively [6] - The photovoltaic sector faced notable declines, with companies like Xinyi Solar, Flat Glass Group, and GCL-Poly Energy dropping by 4.5%, 3.9%, and 0.8% respectively [6]

Group 1 - Anshi Semiconductor (China) announced that all domestic operations and employee salaries and benefits are normal, following the freezing of its overseas semiconductor assets by the Netherlands [1] - Employees are instructed to follow domestic company directives and can refuse external instructions not authorized by the legal representative of Anshi's domestic entity [1] Group 2 - The Louvre Museum reported a theft of 8 historically valuable jewelry pieces from the Apollo Gallery, including crowns and necklaces associated with French royalty [5][6] - The theft occurred rapidly, with staff responding quickly to alert the police and protect the scene, resulting in some stolen items being recovered [5][6] Group 3 - Kering Group and L'Oréal Group announced a strategic partnership in the luxury beauty and health sectors, with a total deal valuation of €4 billion, expected to close in the first half of 2026 [6] Group 4 - Xiaomi appointed Wei Siqi as the new General Manager of its China Marketing Department, succeeding Wang Teng [7] - Wang Teng was previously dismissed for leaking confidential information and is now considering starting his own venture [10] Group 5 - Aneng Logistics confirmed it received a conditional privatization proposal from major shareholders, which may lead to its delisting from the Hong Kong Stock Exchange [10] - The company's stock price fell approximately 25% following the announcement, indicating market uncertainty regarding the proposal [10] Group 6 - UBTECH Robotics secured a significant order worth ¥126 million for its Walker humanoid robots, bringing its total orders for the year to over ¥630 million [10] - The order is part of a project for an intelligent data collection and testing center, with delivery expected by 2025 [10] Group 7 - Wuliangye Group issued a notice to consumers listing 46 unauthorized stores selling its products online, urging customers to purchase through official channels to avoid risks [10] Group 8 - The automotive market saw a stable promotion intensity for new energy vehicles in September, with a 10.2% promotion rate, up 2.6 percentage points year-on-year [16] - Traditional fuel vehicles also experienced a promotion rate increase to 23.9%, indicating a competitive market landscape [16]

Core Insights - The construction of zero-carbon parks is gaining momentum across various regions, driven by policy support and market demand, becoming a crucial tool for industrial green transformation [2][3] - The transition of energy structure in zero-carbon parks faces multiple challenges, including resource endowment differences and varying energy management levels among enterprises [1][4] - "Smart" solutions are identified as a key pathway to overcome the challenges in energy structure transformation within zero-carbon parks [1][5] Policy and Market Drivers - The National Development and Reform Commission, Ministry of Industry and Information Technology, and National Energy Administration issued a notice in July to accelerate the transition of energy structures in parks, outlining eight key tasks [3] - Zero-carbon parks can receive funding support of 20% of the approved total investment under the central budget management measures for energy conservation and carbon reduction [3] - Local governments are setting ambitious targets for zero-carbon park construction, such as Sichuan aiming for 20 near-zero carbon parks by 2025 and Shandong targeting around 15 provincial-level zero-carbon parks by 2027 [3] Economic Benefits - The construction of zero-carbon parks is expected to reduce operational costs for enterprises, with solar power prices in certain parks being significantly lower than industrial electricity prices [3][4] - The integration of a traceable green power system in zero-carbon parks helps reduce product carbon footprints, aiding small and medium-sized enterprises in meeting international green trade barriers [3][4] Energy Structure Transformation - The core evaluation metric for zero-carbon parks is "unit energy consumption carbon emissions," with specific targets set for different energy consumption levels [4] - Current national average carbon emissions per unit energy consumption in parks are around 2.1 tons per ton of standard coal, indicating a need for a 90% reduction to achieve zero-carbon status [4] Pathways for Emission Reduction - Three main pathways for reducing carbon emissions in parks include increasing renewable energy supply, enhancing energy efficiency on the consumption side, and establishing resource recycling systems [5][6] - The establishment of zero-carbon parks is seen as a critical step in transitioning coal-dependent regions to industrial decarbonization models [3][6] Smart Management and Digitalization - The management capabilities of energy systems are becoming increasingly important for the construction of zero-carbon parks, with a focus on enhancing energy management levels [7] - The application of AI and digital technologies is emerging as a key support for zero-carbon parks, enabling efficient energy dispatch and management [8] - Digital management platforms are being developed to facilitate precise management of energy consumption and carbon emissions within parks [8]

今年以来，南向资金净流入额已突破1.1万亿元，显示出其对港股市场较大的配置热情。10月以来，尽 管港股受外部因素扰动出现调整，资金仍在借道港股通及港股相关ETF流入。机构认为，港股当前估值 具备全球比较优势，中长期配置价值仍然值得看好。 截至10月16日，今年以来南向资金净流入额已超1.1万亿元，创历年同期之最。前9个月，有7个月南向 资金净流入额超1000亿元。截至10月16日，尽管港股市场出现调整，10月以来南向资金仍然净流入380 亿元。 "尽管受短期因素扰动，但如果将目光放长远，中国经济持续向好、科技不断进步、市场信心逐步恢复 的基本格局并不会发生改变。从中长期角度而言，我们对港股市场仍旧保持谨慎乐观的态度，坚信其能 够展现出应有的韧性与活力。"国海富兰克林基金称。 沪上一位外资基金经理对上证报记者表示，港股是捕捉本轮中国资产价值重估的核心"战场"，其主要机 会集中在两大主线：一是创新药，港股汇聚了中国最前沿的未盈利生物科技公司，它们正从科研突破走 向商业变现，是弹性巨大的增长引擎；二是腾讯控股、阿里巴巴等科技巨头，市场正重新评估其在AI 时代的云业务价值，伴随外资回流，这些估值处于洼地的核心资产正迎 ...

从个股来看，格隆汇数据显示：近10个交易日，阿里巴巴、小米集团、腾讯控股位列资金净流入额榜单 前三位；此外，快手、泡泡玛特、理想汽车、紫金矿业和美团等个股也持续获得资金流入。 截至10月16日，10月以来恒生指数和恒生科技指数分别下跌3.6%、7.15%，不过，多只相关ETF仍持续 获得资金净流入。Choice数据显示，华夏恒生互联网ETF份额增长29.78亿份；华夏恒生科技指数ETF和 大成恒生科技ETF份额分别增长26.36亿份、24.71亿份；易方达恒生科技ETF和华泰柏瑞恒生科技ETF的 份额增长也均超20亿份。 站在当前时点，多家机构认为，尽管港股短期有所波动，但估值具备吸引力，长期走势值得期待。 王麦琪 制图 ■投基论道 看好港股多重优势 南向资金年内净流入逾1.1万亿元 ◎记者 王彭 今年以来，南向资金净流入额已突破1.1万亿元，显示出其对港股市场较大的配置热情。10月以来，尽 管港股受外部因素扰动出现调整，资金仍在借道港股通及港股相关ETF流入。机构认为，港股当前估值 具备全球比较优势，中长期配置价值仍然值得看好。 截至10月16日，今年以来南向资金净流入额已超1.1万亿元，创历年同期之最。前 ...

Core Viewpoint - The recent wave of Chinese companies returning to the Hong Kong stock market is led by technology-intensive new economy firms, enhancing the market's ecosystem and providing new investment opportunities [1][12]. Group 1: Recent Listings and Announcements - Hesai-W successfully completed its dual listing in Hong Kong on September 16, marking the first Chinese company to return to the Hong Kong market this year [3]. - Tianjing Bio announced its intention to dual list in Hong Kong, aiming to leverage a new business model and enhance its market position in Asia [6]. - WeRide and Pony.ai have initiated their listing processes in Hong Kong, with Pony.ai already passing the listing hearing [1][5]. Group 2: Market Trends and Statistics - Since the revision of the Hong Kong Stock Exchange listing rules in 2018, a total of 34 Chinese companies have returned to the Hong Kong market, with 22 achieving dual primary listings and 12 opting for secondary listings [8]. - The return of companies like Alibaba, JD.com, and NetEase has significantly upgraded the market structure and liquidity of the Hong Kong stock market [8]. - The market has seen a concentration of returns from 2020 to 2022, with 29 companies listed during this period, while only one company returned in 2023 [8]. Group 3: Market Performance and Outlook - Many returning companies have substantial market capitalizations, with Alibaba's market cap exceeding HKD 3 trillion, making it a cornerstone of the Hong Kong market [9]. - The biotechnology sector is experiencing varied stock price performances due to long R&D cycles and high policy sensitivity, while the smart vehicle sector remains robust [9]. - Hong Kong is actively attracting quality issuers globally, with expectations that it will continue to be the preferred destination for returning Chinese companies [9]. Group 4: Regulatory and Structural Changes - The Hong Kong government is facilitating the return of Chinese companies, believing it will inject new vitality into the market and enhance its growth potential [11]. - Recommendations for reform include establishing a dedicated service office for returning companies and relaxing regulatory requirements for high-growth firms [11]. - The return of Chinese companies is seen as a strategic move to mitigate external risks and represents a significant opportunity for the Hong Kong capital market [12].