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腾讯三季度营收增长15%,瑞幸咖啡筹备重启美股上市 | 财经日日评
吴晓波频道· 2025-11-14 00:29
Group 1 - The article discusses the new national standard for vehicle safety, which includes a requirement for passenger cars to have a default acceleration time of no less than 5 seconds per 100 kilometers after ignition [2][3] - The standard aims to enhance safety measures in the rapidly evolving electric vehicle market, reflecting a shift from reactive to proactive regulation [3] - The implementation of this standard is expected to take place six months after the public consultation period ends, replacing the current GB 7258 standard [2] Group 2 - Seventeen major automotive brands have introduced tax subsidy plans to cover the vehicle purchase tax for consumers who place orders before the end of the year, as the full exemption on purchase tax for new energy vehicles will end in 2025 [4][5] - The government has announced that from January 1, 2024, to December 31, 2025, new energy vehicles will continue to be exempt from purchase tax, with a maximum exemption of 30,000 yuan per vehicle [4] - As the purchase tax incentives decline, automotive companies are under pressure to maintain sales, leading to a more rational competitive environment in the industry [5] Group 3 - A city commercial bank in Shenzhen has reduced its mortgage loan interest rate to a record low of 2.22%, which is currently the lowest in the Shenzhen market [6] - The competitive landscape among banks in Shenzhen has intensified, with various institutions offering lower rates to attract more loan customers [6][7] - The overall demand for loans has decreased due to slow recovery in manufacturing profits and consumer spending, leading to a decline in new loan growth [7] Group 4 - Tencent reported a 15% year-on-year increase in revenue for Q3, reaching 192.87 billion yuan, with significant contributions from its gaming and financial technology sectors [8] - The company’s R&D expenditure hit a record high of 22.82 billion yuan, reflecting its commitment to innovation, particularly in AI [8] - Tencent's performance exceeded market expectations, driven by strong growth in its core gaming business and an uptick in demand for financial technology services [8] Group 5 - Luckin Coffee is preparing to relaunch its listing in the U.S., aiming to enhance its brand influence and market competitiveness [9] - The company has surpassed Starbucks to become the largest coffee retailer in China and is expanding its presence in the U.S. market [9] - Despite past financial scandals, Luckin has focused on profitability and operational efficiency under new management [9] Group 6 - OpenAI has released GPT-5.1, which includes two versions aimed at improving user interaction through more natural communication and enhanced task handling capabilities [10][11] - The update addresses previous user feedback regarding the emotional tone of responses, aiming to balance intelligence and user satisfaction [10][11] - The introduction of a commercial world model by AI expert Fei-Fei Li is expected to revolutionize 3D content creation across various industries [12][13] Group 7 - The stock market experienced a rally, with the Shanghai Composite Index reaching a ten-year high, driven by strong performance in the lithium battery and consumer sectors [14][15] - The market's overall trading volume increased significantly, indicating heightened investor activity [14] - Despite the index's rise, the article suggests that structural market dynamics may remain unchanged, with a trend towards index-based investing becoming more prevalent [15]
新兴产业领跑、传统产业焕新 上市公司结构向好创新向优
Jing Ji Ri Bao· 2025-11-14 00:27
翻开A股三季报,面对更加积极有为的宏观政策落地实施、因地制宜发展新质生产力的加快推进等多重 利好,以及世界经济增长动能偏弱、国内有效需求不足等多重挑战,今年以来,上市公司积极抢抓政策 机遇,以技术创新破局,凭转型升级拓新,并用真金白银的回馈稳住市场信心、提振投资者预期,呈现 出新兴产业与传统产业多点开花、协同并进态势。 新兴产业领跑 今年以来,A股市场"新潮"涌动,新一代信息技术、新能源、新材料等代表战略性新兴产业和未来产业 的"硬科技"上市公司表现亮眼。 以科创板为例,科创板企业延续稳健发展势头,前三季度,除4家多地上市红筹公司外,588家科创板公 司合计实现营业收入1.01万亿元,同比增长6.6%。 关键技术的不断突破,成为科技型上市公司业绩爆发的核心驱动力。生物医药领域,今年以来沪市公司 共推动26款1类新药获批,禾元生物自主研发的重组人白蛋白注射液(水稻)获批上市,成为全球首个"稻 米造血"1类创新药。高端装备领域,科德数控实现国产高端五轴机床在航空航天等关键领域的批量化进 口替代。通信领域,国盾量子实现全球首款四通道超低噪声半导体单光子探测器量产,关键指标刷新世 界纪录。 新兴产业蓬勃发展,传统产业 ...
早报|阿里秘密启动千问项目;BBC向特朗普道歉,但拒付赔偿;江苏一快递员因送错快递被杀;我国完成第一阶段6G技术试验
虎嗅APP· 2025-11-14 00:01
Group 1 - Alibaba has secretly launched the "Qianwen" project, aiming to create a personal AI assistant app to compete directly with ChatGPT, leveraging the Qwen model's strengths [2][3] - This initiative is part of Alibaba's broader AI strategy, which includes a significant investment of 380 billion RMB in AI infrastructure announced earlier this year [2] - The management believes the timing is right to enter the consumer AI market, having previously focused on B2B AI services through Alibaba Cloud [3] Group 2 - Tencent's president confirmed a good relationship with Apple, discussing potential agreements regarding a 15% fee on purchases of WeChat mini-games [4][5] - The two companies are exploring ways to enhance the mini-game ecosystem, with a formal approval possibly forthcoming [5] Group 3 - Evergrande Auto has received a court ruling accepting creditors' bankruptcy and liquidation petitions for its subsidiary, Evergrande New Energy Vehicle (Tianjin) Co., Ltd [7][8] - The subsidiary, which has a registered capital of 4.1 billion RMB, has halted production since January 2024 [8][9] - Trading of the company's shares will remain suspended until further notice [10] Group 4 - China has completed the first phase of 6G technology trials, accumulating over 300 key technology reserves [11] Group 5 - Starting next year, the full exemption of purchase tax for new energy vehicles will end, prompting 17 major automotive brands to offer tax subsidies to secure orders [12][13] - From 2024 to 2025, new energy vehicles will continue to be exempt from purchase tax (up to 30,000 RMB per vehicle), while from 2026 to 2027, the tax will be halved (up to 15,000 RMB per vehicle) [12] Group 6 - Baidu's chairman addressed concerns about an AI bubble, stating that the industry structure is shifting from an unhealthy "pyramid" to a healthier "inverted pyramid" [16][18] - This new structure emphasizes that the value generated by models and applications should significantly exceed that of the underlying chips, promoting a sustainable ecosystem [18] Group 7 - A fire incident at Sinochem Quanzhou Petrochemical resulted in 7 injuries, with the situation now under control and the cause under investigation [19] Group 8 - The "Jiu Yang" brand's stock surged following the popularity of its new product, but the company clarified that it has no equity ties with the related "Jiu Yang Bean Industry" [20]
盘前必读丨美股重挫道指跌近800点;中芯国际第三季度净利劲增43%
Di Yi Cai Jing· 2025-11-13 23:18
机构预计短期市场以稳步震荡上行为主。 【财经日历】 国家统计局发布10月国民经济运行数据 国家统计局公布70城住宅销售价格月度报告 第二十七届高交会亚洲半导体与集成电路产业展(深圳,11/14-11/16) 华为举办操作系统大会&openEuler Summit 2025(北京,11/14-11/15) 英伟达中国开发者日活动(苏州) | (双) 盘前必读 | // 外盘怎么样 // | | | | --- | --- | --- | --- | | 名称 现价 | | 涨跌 | 涨跌幅 | | 道琼斯工业平均 47457.22 -797.60 -1.65% | | | | | 纳斯达克指数 22870.36c -536.10 -2.29% | | | | | 标普500 6737.49 -113.43 -1.66% | | | | ►►国家发改委公布《石油天然气基础设施规划建设与运营管理办法》,自2026年1月1日起施行。 当地时间周四,美国股市大幅下跌,三大指数创一个多月以来最大单日跌幅。截至收盘,道指跌1.65%,标普500指数跌1.66%,纳指重挫2.29%。 大型科技股集体承压,"七巨头"中,微软下 ...
科技与产业创新融合,彰显大湾区的活力与实力
第十五届全国运动会赛事正酣,这场由粤港澳三地联合承办的体育盛会,不仅点燃了全民运动的热情, 更将大湾区世界级城市群的蓬勃气象与综合实力生动展现在世界面前。 作为全球四大湾区之一,2024年粤港澳大湾区经济总量达14.79万亿元,已超越纽约与旧金山湾区,彰 显出强劲的发展势头。其三大港口的集装箱吞吐量稳居全球前列,进一步巩固了国际航运枢纽地位。从 全国发展格局看,大湾区以不足全国1%的土地面积和约6%的人口,创造了全国约1/9的经济总量,成为 我国开放程度最高、经济活力最强的区域之一。 作为大湾区建设的主力军、火车头,广东责任重大,也面临难得的发展机遇。广东坚持以制造业立省, 拥有9家世界500强制造企业、53家省级"链主"企业、190家国家制造业单项冠军和2089家专精特新"小巨 人"企业。目前已形成9个万亿元级产业集群,其背后是数量居全国首位的国家级制造业创新中心和超 2000万的技能人才队伍,为制造业高质量发展筑牢根基。 深圳作为"中国工业第一城",不仅在工业规模上领先,更在新兴产业领域呈现百花齐放之势。医药与医 疗器械、新能源汽车、人工智能等产业迅速崛起;在机器人领域,深圳7家企业入选摩根士丹利全球人 ...
长安启源A06价格发布 指导价10.99万元起
Cai Jing Wang· 2025-11-13 23:08
作者 | 贾子健 编辑 | 安安 长安启源还将变截面双层夹胶隔音玻璃纳入A06 Ultra全部车型的配置当中。官方介绍,变截面技术通过内外玻璃厚度不对称的设计,有效分散声波能量、 削弱共振,从而更高效的阻隔高频风噪、中频鸣笛、低频隧道回声等不同频率的噪音。 官方表示,未来,长安启源将持续秉持"向美好跃迁"的品牌主张,以A06为起点,为全球用户带来"极致安全的智能出行解决方案"。 造型方面,长安启源A06传承长安启源"扶光美学"设计理念。空间方面实现前后764L行李容积与巧妙布局的38处储物空间。舒适性方面配有145°电动零压后 排、全车吸风式通风/加热/按摩功能。 底盘采用全铝前双叉臂+后五连杆独立悬架,搭配46处软连接与自适应液压阻尼,带来稳健舒适的驾驶质感。资料显示,麋鹿测实测试成绩为81.86km/h。新 车还配备800V碳化硅高压平台与6C闪充技术,可实现充电10分钟续航330公里。 另外,启源A06基于SDA中央+区域环网电子电气架构赋能,A06实现整车控制双冗余备份。智能化方面,长安启源A06配备了1颗激光雷达,配合3颗毫米波 雷达、12颗超声波雷达与11个摄像头,实现全场景感知预判。 11月9日 ...
刘强东雷军马斯克杀入保险业,都和新能源汽车有关?
Sou Hu Cai Jing· 2025-11-13 23:02
有观点指出,刘强东每次入局新赛道必定瞄准行业痛点。 近日,刘强东杀入6000亿保险市场引发行业聚焦。据香港保险业监管局登记资料显示,近期一家名为Jingda HK Trading Co., Limited的公司正式拿到香港 保险经纪牌照,这家有效期至2028年10月13日的公司业务范围为一般及长期业务,业务涵盖相连长期保险。这家公司拿下牌照后的第三天就更名"京东保 险顾问(香港)有限公司",这意味着继阿里和腾讯之后,国内第三家互联网巨头杀入香港保险业。 公开资料显示,这家公司股东为京东创新信息科技有限公司,天眼查显示,京东创新信息科技有限公司是京东集团的全资子公司,直接隶属于京东科技集 团。该公司成立于2017年,刘强东是该公司实控人。 随后在相关招聘平台上,可以看到京东以"京东保险"的名义,招聘保险相关岗位,这些职位明确标注了工作地点在香港,职位包括合规负责人 ( 香港 ) 、 保险销售推动岗、运营总监等。包括合规负责人(香港)、保险TR、保险顾问IS、运营总监、保险出单员、保险营销推动岗、香港IS等职位。 招聘职位中都有相关资质要求,其中合规负责人(香港)要求具有香港保险经纪公司8年以上的实际管理经验,职 ...
上市公司结构向好创新向优
Jing Ji Ri Bao· 2025-11-13 22:10
Core Viewpoint - The A-share market is experiencing a dual growth trend in both emerging and traditional industries, driven by favorable macro policies and technological innovation, despite facing challenges such as weak global economic growth and insufficient domestic demand [1] Emerging Industries - Emerging industries, particularly in hard technology sectors like new generation information technology, new energy, and new materials, are showing strong performance, with 588 companies on the Sci-Tech Innovation Board achieving a total revenue of 1.01 trillion yuan, a year-on-year increase of 6.6% [2] - Key technological breakthroughs are driving the performance of technology companies, with 26 new Class 1 drugs approved in the biopharmaceutical sector and significant advancements in high-end equipment and communication technologies [2] - Companies like Mingzhi Electric and Obit Zhongguang are capitalizing on opportunities in AI and robotics, with revenue growth of 11.66% and 103.5% respectively in the first three quarters [3] R&D Investment - Increased R&D investment is providing strong internal momentum for technology companies, with R&D intensity reaching 4.54% for the ChiNext, 11.22% for the Sci-Tech Innovation Board, and 4.42% for the Beijing Stock Exchange [4] - Companies are focusing on innovation and technology breakthroughs to enhance their competitive edge, as seen with Zhongrun Optical's 50.47% increase in R&D spending [4] Traditional Industries - Traditional industries are also evolving, with companies like Midea Group and Seres adapting to new technologies and applications, resulting in a 13% increase in smart home revenue and significant sales in the electric vehicle sector [5][6] - The steel and cement industries are optimizing supply-demand balances, with companies like Nanjing Steel and Anhui Conch Cement reporting improved profit margins and net profit growth due to strategic adjustments [7] Investor Return Awareness - There is a growing awareness among companies regarding investor returns, with an increase in cash dividend announcements and share buybacks, totaling 734.9 billion yuan in cash dividends announced by 1,033 companies [8] - Companies like Yili Group are actively engaging in share buybacks and dividend distributions to enhance shareholder value [8][9] Future Outlook - Despite external uncertainties, many companies maintain an optimistic outlook for future growth, supported by proactive strategies in R&D, market expansion, and operational efficiency [10]
不断增强内需的主动力和稳定锚作用(活力中国调研行)
Ren Min Ri Bao· 2025-11-13 22:10
习近平总书记指出:"扩大内需既关系经济稳定,也关系经济安全,不是权宜之计,而是战略之举。" 福建泉州蟳埔村,这个曾经靠海吃海的小渔村,如今依托千年簪花习俗,走出一条文商旅融合的新路 子,去年接待游客超850万人次,带动旅游收入超18亿元; 湖北潜江生态龙虾城,数十家不同品牌的店铺人气火爆,从特色餐饮延伸到美食工坊、非遗展演、研学 基地等业态,每年吸引游客200余万人次; 四川成都春熙路,特色大屏影像吸引众多游客合影,各大国际品牌店铺云集,丰富消费者购物体验,目 前已有数百家首店落地…… 近日,本报记者赴福建、湖北、四川调研,供给向新向优、需求向活向旺的场景处处可见。各地加大力 度实施扩大内需战略,采取更加有力的措施,大力提振消费、提高投资效益,全方位扩大国内需求,更 好发挥超大规模市场优势,推动高质量发展取得新的更大成效。 超大规模市场潜力充分释放 开发更加多样化的场景,以新供给激发新活力。各地主动适应消费结构变化,着力增强供需适配性,积 极推动经济扩容"量的优势"、提升"质的优势"。 湖北武汉经济技术开发区岚图汽车总装车间,在机械臂和工人协同配合下,总装线上的半成品汽车经过 多道工序顺利下线。 "每118秒 ...
看安徽制造的破局之道(连线评论员)
Ren Min Ri Bao· 2025-11-13 22:10
Core Insights - Anhui's manufacturing sector has shown remarkable performance in 2023, with significant growth in various industries and a strong focus on innovation and collaboration [1][2][3] Group 1: Manufacturing Performance - In the first three quarters of 2023, Anhui ranked first in the country for automobile production, and the export value of "new three items" increased by 71.9% [1] - The number of large-scale industrial enterprises in Anhui grew by nearly 40% during the 14th Five-Year Plan period, with national high-tech enterprises and provincial specialized enterprises both increasing by about 200% [1] - The number of enterprises with over 10 billion yuan in revenue rose from 36 to 61 [1] Group 2: Strategic Initiatives - The government has implemented a "systematic methodology" to support manufacturing, focusing on deepening the integration of government, industry, academia, research, finance, and services [1] - Anhui's strategic emerging industries contribute over 60% to the province's industrial economic growth [2] - The province has established a service network for enterprises, fostering an ecosystem that supports innovation and development [1][2] Group 3: Regional Collaboration - Anhui's collaboration with the Yangtze River Delta region has led to significant advancements, such as the development of high-temperature alloy blades for aircraft, breaking foreign monopolies [2] - The region has created a "4-hour industrial circle" for electric vehicles and established 12 innovation consortia, emphasizing complementary advantages rather than zero-sum competition [2] Group 4: International Influence - The World Manufacturing Conference has permanently settled in Hefei, with participation from 53 countries and regions in 2025, showcasing Anhui's transformation and enhancing its international influence [3] - Recent diplomatic efforts included a visit to Morocco, where Anhui's automotive industry was highlighted as a key link in international cooperation [3] Group 5: Future Outlook - The emphasis on high-quality development in manufacturing aligns with the need to adapt to new technologies, particularly artificial intelligence, which is reshaping the industry [3][4] - Anhui's experience in leveraging national strategies and regional collaboration serves as a model for other regions to transform comparative advantages into developmental strengths [4]