Group 1: PMI Trends - December manufacturing PMI rose to 50.1%, up from 49.2% in November, indicating a return to expansion[8] - High-tech manufacturing PMI reached 52.5%, a significant increase of 2.4 percentage points from November, marking a new high for 2025[8] - Construction PMI increased to 52.8% in December from 49.6% in November, driven by favorable weather and policy support[8] Group 2: Export Dynamics - New export orders PMI rose from 47.6% to 49% in December, suggesting potential recovery in export demand[8] - Optimistic scenario indicates a rebound in U.S. consumer goods import demand, supported by textile and electronic exports[8] - Pessimistic scenario highlights potential "export rush" due to Mexico's tariff adjustments and EU carbon tariffs, impacting specific sectors[4] Group 3: Structural Disparities - Large enterprises showed significant PMI recovery, while small enterprises experienced a decline, indicating a mismatch in export capabilities[4] - Supply chain congestion in consumer goods sectors, particularly textiles and electronics, reflects urgent production demands[4] - The disparity in PMI recovery across different enterprise sizes suggests varying capacities for "export rush" activities[4]

以下文章来源于地球知识局 ，作者地球知识局 地球知识局 . 人文+地理+设计，全球视野新三观。 合作请联系：xiaobaibai_9999（注明品牌和需求） 本文来自微信公众号： 地球知识局 ，作者：地球知识局，原文标题：《土耳其，突然对中国免签了！》 免签适用于旅游和过境目的，在每180天内，免签停留时间累计不超过90天。 原本土耳其对我国是电子签，虽说几乎交钱秒出，但如今实行免签，实打实地省下了将近500块。 最近几年，土耳其一直是中国人出境游的热门目的地。这里不仅拥有众多文化遗产，海景更是一绝。 现在在土耳其的最大城市伊斯坦布尔，街头巷尾都能听见中文。甚至在许多景点，如卡帕多西亚、伊斯坦布尔考 古博物馆里，有些时段能看到中国人占所有游客过半的比例。 土耳其，要被中国人"挤爆"了！ 中国游客，将越来越多 从伊斯坦布尔的街头和爱琴海沿岸来看，中国人确实很多。 土耳其文化和旅游部发布的数据显示，在2024年前五个月，造访土耳其的中国旅客就已经超过了15万人次，同比 增长125%，增长非常迅猛。 中国人对于出国旅游的需求是庞大的，根据中国旅游研究院近两年发布的《中国出境旅游发展年度报告》，2023 年中国人出境 ...

Core Viewpoint - Meike Home intends to acquire 100% equity of Wande Technology through a combination of share issuance and cash payment, with the stock resuming trading on January 5, 2026 [1] Group 1: Transaction Details - The transaction is expected to constitute a related party transaction but will not be classified as a major asset restructuring or a restructuring listing [1] - Meike Home plans to issue shares to no more than 35 specific investors to raise supporting funds for the acquisition [1] Group 2: Business Focus - Before the transaction, Meike Home primarily engages in the design, production, and sales of mid-to-high-end wooden furniture and home products [1] - Wande Technology specializes in the research, development, production, and sales of high-speed copper cables and LOOPBACK intelligent loopback testing modules for server clusters and large server rooms [1] Group 3: Strategic Rationale - The collaboration between Meike Home and Wande Technology aims to leverage Wande's technical capabilities in high-speed interconnects to enhance competitive offerings in the market [1] - In response to the growing demand for high-bandwidth interconnects, Meike Home is positioning itself in the copper cable high-speed interconnect sector to provide solutions for servers and network devices [1] - Following the completion of the transaction, Meike Home will expand its business to include research, development, production, and sales related to high-speed interconnects [1]

每经AI快讯，12月31日，立讯精密(002475.SZ)公告称，公司近日取得中国工商银行股份有限公司深圳 市分行出具的《贷款承诺函》，贷款额度最高不超过人民币18亿元，贷款期限不超过3年，贷款用途为 支付股票回购交易价款。此次取得贷款承诺函不代表公司对本次回购股份方案回购金额的承诺，具体回 购金额、数量等将以回购期限届满或回购完毕时实际回购情况为准。公司将严格按照相关规定，在回购 期限内根据市场情况择机做出回购决策并予以实施。 ...

每经AI快讯，12月31日，美克家居（600337）(600337.SH)公告称，公司拟通过发行股份及支付现金的 方式购买深圳万德溙光电科技有限公司100%股权，同时拟向不超过35名特定投资者发行股份募集配套 资金。本次交易相关的审计、评估工作尚未完成，标的资产的预估值及交易价格尚未确定。本次交易不 构成重大资产重组，且不构成重组上市。公司证券将于2026年1月5日(星期一)开市起复牌。本次交易的 标的公司万德溙主要从事研发、生产并销售应用于服务器集群及大型服务器机房等场景的高速铜缆及 LOOPBACK智能回环测试模块。 ...

Group 1 - The company held its 24th meeting of the 6th Board of Directors on December 29, 2025, where all 7 attending directors approved the proposal for foreign exchange derivative trading [2][3] - The Board approved a total limit of up to $50 million for foreign exchange derivative trading, valid for 12 months from the date of approval, with the ability to roll over within this limit [3][8] - The purpose of the trading is to effectively hedge against foreign exchange market risks and enhance financial stability, not for speculative purposes [8][10] Group 2 - The trading will involve currencies used in the company's overseas operations, primarily USD, and may include various products such as forward foreign exchange contracts, swaps, and options [9][10] - The maximum expected margin and premium for the trading activities will not exceed $4 million [10] - The company will use its own funds for the trading, and the decision does not involve raising funds [11] Group 3 - The Board authorized the chairman and designated individuals to implement the trading plan and sign relevant agreements [12] - The trading will be based on the company's normal foreign exchange income and expenses, ensuring liquidity [14] - The company has established risk management measures to mitigate potential risks associated with the trading activities [16][17] Group 4 - The company announced the resignation of non-independent director and deputy general manager Yan Dong, who will continue to work within the company [21] - Yan Dong was elected as a representative director by the employee representative assembly, ensuring compliance with regulations regarding board composition [22] Group 5 - The company held its second extraordinary general meeting on December 30, 2025, with a total of 589 shareholders present, representing 33.54% of the voting rights [30][34] - The meeting approved several resolutions, including amendments to the company's articles of association and governance rules, with significant support from shareholders [35][39] - Legal opinions confirmed the legality and validity of the meeting and its resolutions [44]

证券日报网讯12月30日，胜宏科技（300476）在互动平台回答投资者提问时表示，公司将严格按照监管 相关规定履行信息披露义务，如公司2025年度业绩情况预计达到深交所业绩预告的相关披露标准，公司 将及时履行信息披露义务。 ...

科森科技发布异动公告，公司股票于2025年12月26日、12月29日、12月30日连续3个交易日内日收盘价 格涨幅偏离值累计达到20%，属于股票交易异常波动情况。经公司自查，公司目前生产经营情况正常， 内外部经营环境未发生重大变化，不存在应披露而未披露的重大事项。 ...

Group 1 - The core viewpoint of the news is that Galaxy Electronics has shown fluctuations in its stock performance and financial metrics, indicating potential investment opportunities and risks [1][2][3] Group 2 - As of December 29, Galaxy Electronics' stock increased by 0.80%, with a trading volume of 900 million yuan. The financing buy-in amount was 55.10 million yuan, while the financing repayment was 44.02 million yuan, resulting in a net financing buy of 11.08 million yuan [1] - The total financing and securities balance for Galaxy Electronics reached 217 million yuan, with the financing balance accounting for 3.05% of the circulating market value, which is below the 30% percentile level over the past year [1] - On the short-selling side, there were no shares repaid on December 29, but 43,600 shares were sold short, amounting to 274,700 yuan, with the short-selling balance exceeding the 90% percentile level over the past year [1] Group 3 - As of September 30, the number of shareholders for Galaxy Electronics was 87,300, a decrease of 8.62% from the previous period, while the average circulating shares per person increased by 9.43% to 12,815 shares [2] - For the period from January to September 2025, Galaxy Electronics reported operating revenue of 332 million yuan, a year-on-year decrease of 59.12%, and a net profit attributable to the parent company of -40.16 million yuan, a decline of 128.29% year-on-year [2] Group 4 - Since its A-share listing, Galaxy Electronics has distributed a total of 856 million yuan in dividends, with 225 million yuan distributed over the past three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited was the fifth largest circulating shareholder of Galaxy Electronics, holding 6.53 million shares, an increase of 1.97 million shares from the previous period [3]

人民财讯12月29日电，欧陆通（300870）12月29日公告，公司控股股东南京王越科王创业投资合伙企业 (有限合伙)计划十五个交易日后的三个月内，以大宗交易方式减持公司股份合计不超过210万股(占公司 总股本的1.91%)。 ...