每经AI快讯，厦门信达（SZ 000701，收盘价：6.85元）12月29日晚间发布公告称，公司第十二届二〇 二五年度第十六次董事会会议于2025年12月29日在公司十一楼会议室以现场与通讯相结合的方式召开。 会议审议了《关于修订公司 <战略管理制度> 的议案》等文件。 2025年1至6月份，厦门信达的营业收入构成为：商业占比97.7%，工业占比1.73%，服务业占比0.57%。 截至发稿，厦门信达市值为46亿元。 （记者 张明双） 每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 ...

截至发稿，联诚精密市值为23亿元。 每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 （记者 王晓波） 每经AI快讯，联诚精密（SZ 002921，收盘价：15.43元）12月29日晚间发布公告称，公司第四届第一次 董事会临时会议于2025年12月29日在山东省济宁市兖州区经济开发区北环城路6号公司会议室召开。会 议审议了《关于选举公司第四届董事会董事长的议案》等文件。 2025年1至6月份，联诚精密的营业收入构成为：工业占比97.15%，其他业务占比2.85%。 ...

每经AI快讯，永太科技（SZ 002326，收盘价：25.16元）12月29日晚间发布公告称，截至本公告日，因 对子公司部分担保已到期，公司及控股子公司累计对子公司的担保余额为人民币约32.92亿元，占公司 最近一期经审计净资产的123.23%。 截至发稿，永太科技市值为233亿元。 每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 （记者 王晓波） 2025年1至6月份，永太科技的营业收入构成为：工业占比68.92%，贸易占比30.87%，其他业务占比 0.21%。 ...

Core Insights - The Ministry of Finance reported that from January to November 2025, the total operating revenue of state-owned and state-controlled enterprises increased by 1.0% year-on-year, while total profits decreased by 3.1% [1][2] Revenue Summary - From January to November, the total operating revenue of state-owned enterprises reached 7,562.576 billion yuan, reflecting a year-on-year growth of 1.0% [1] Profit Summary - The total profit of state-owned enterprises for the same period was 371.945 billion yuan, showing a year-on-year decline of 3.1% [1] Tax Obligations Summary - The tax obligations of state-owned enterprises amounted to 528.03 billion yuan from January to November, which is a year-on-year increase of 0.2% [1] Debt Summary - As of the end of November, the asset-liability ratio of state-owned enterprises stood at 65.2%, which is an increase of 0.3 percentage points year-on-year [2]

Group 1 - The core point of the article is the final verification of China's GDP data for 2024, which shows a total nominal GDP of 13,480.66 billion yuan, a decrease of 10.18 billion yuan from the preliminary estimate, with a year-on-year growth of 5.0% at constant prices, consistent with the preliminary estimate [1][2][4]. Group 2 - The primary industries contributed 91.64 billion yuan with a growth rate of 3.7% [5]. - The secondary industries accounted for 490.305 billion yuan, growing at 6.8% [5]. - The tertiary industries reached 766.125 billion yuan, with a growth rate of 5.1% [5]. - The agricultural sector, including forestry, animal husbandry, and fishery, grew by 4.0% [5]. - The industrial sector, which includes manufacturing, grew by 5.5% [6]. - The construction industry saw a growth of 2.9% [6]. - The wholesale and retail sector grew by 6.5% [6]. - The transportation, warehousing, and postal sector grew by 6.7% [6]. - The accommodation and catering sector grew by 7.0% [6]. - The financial sector grew by 3.7% [6]. - The real estate sector experienced a decline of 2.2% [6]. - The information transmission, software, and IT services sector grew by 11.7% [6]. - The leasing and business services sector grew by 11.1% [6]. - Other industries grew by 3.9% [6].

Domestic Economic Indicators - Industrial enterprise profits from January to November increased by 0.1% year-on-year, while profits in November alone fell by 13.1% due to weakening production and profit margins[1] - The average operating rate of blast furnaces in December recorded 78.88%, a decrease of 3.42 percentage points from the previous month[1] - Retail sales of passenger cars in December decreased by 19.5% year-on-year, with a month-on-month increase of 2.9%[1] International Economic Indicators - The U.S. GDP for Q3 2025 grew at an annualized rate of 4.3%, driven primarily by increased consumer spending, exports, and government expenditure[4] - Core PCE inflation in the U.S. rose to an annualized rate of 2.9%, indicating a marginal increase in inflationary pressures[4] - Gold prices reached a new high of $4549.95 per ounce, while silver prices hit a record high of $79.33, reflecting a strong performance in precious metals markets[1] Market Trends - The Baltic Dry Index (BDI) averaged 2339.2, showing a month-on-month increase of 6.2% and a year-on-year increase of 113.6%[1] - The average price of copper increased by 3.65% week-on-week, driven by a combination of weak dollar and improved global demand expectations[3] - The issuance of local government bonds is planned at 580 billion yuan for January 2026, with a total of 4.58 trillion yuan issued this year, exceeding the annual quota[3]

每经AI快讯，新赛股份（SH 600540，收盘价：4.78元）12月26日晚间发布公告称，公司第八届第十七 次董事会会议于2025年12月25日在公司二楼会议室以通讯的方式召开。会议审议了《公司关于部分募集 资金投资项目延期的议案》等文件。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 （记者 贾运可） 2025年1至6月份，新赛股份的营业收入构成为：农业占比82.55%，商贸业占比28.21%，工业占比 0.39%，分部间抵销占比-11.15%。 截至发稿，新赛股份市值为28亿元。 ...

Core Viewpoint - The final verification of China's GDP for 2024 shows a total nominal GDP of 13,480.66 billion yuan, a decrease of 10.18 billion yuan from the preliminary estimate, with a year-on-year growth rate of 5.0% at constant prices, consistent with the preliminary estimate [1]. Summary by Categories GDP Overview - The final verified nominal GDP for 2024 is 13,480.66 billion yuan, reflecting a reduction of 10.18 billion yuan from the preliminary figure [1]. - The year-on-year growth rate at constant prices is 5.0%, unchanged from the preliminary estimate [1]. Industry Breakdown - **Primary Industry**: - Current value: 91,636 billion yuan - Growth rate: 3.7% - Contribution to GDP: 6.8% [4] - **Secondary Industry**: - Current value: 490,305 billion yuan - Growth rate: 5.0% - Contribution to GDP: 36.4% [4] - **Tertiary Industry**: - Current value: 766,125 billion yuan - Growth rate: 5.1% - Contribution to GDP: 56.8% [4] Specific Sector Performance - **Agriculture, Forestry, Animal Husbandry, and Fishery**: - Current value: 96,976 billion yuan - Growth rate: 4.0% - Contribution to GDP: 7.2% [4] - **Industrial Sector**: - Current value: 404,519 billion yuan - Growth rate: 5.5% - Contribution to GDP: 30.0% [4] - **Manufacturing**: - Current value: 334,881 billion yuan - Growth rate: 5.8% - Contribution to GDP: 24.8% [4] - **Construction**: - Current value: 88,863 billion yuan - Growth rate: 2.9% - Contribution to GDP: 6.6% [4] - **Wholesale and Retail Trade**: - Current value: 139,192 billion yuan - Growth rate: 6.5% - Contribution to GDP: 10.3% [4] - **Transportation, Storage, and Postal Services**: - Current value: 59,045 billion yuan - Growth rate: 6.7% - Contribution to GDP: 4.4% [4] - **Accommodation and Catering**: - Current value: 24,894 billion yuan - Growth rate: 7.0% - Contribution to GDP: 1.8% [4] - **Financial Sector**: - Current value: 96,956 billion yuan - Growth rate: 3.7% - Contribution to GDP: 7.2% [4] - **Real Estate**: - Current value: 84,047 billion yuan - Growth rate: -2.2% - Contribution to GDP: 6.2% [4] - **Information Transmission, Software, and IT Services**: - Current value: 63,958 billion yuan - Growth rate: 11.7% - Contribution to GDP: 4.7% [4] - **Leasing and Business Services**: - Current value: 56,941 billion yuan - Growth rate: 11.1% - Contribution to GDP: 4.2% [4] - **Other Industries**: - Current value: 232,676 billion yuan - Growth rate: 3.9% - Contribution to GDP: 17.3% [4]

Group 1 - The final verified GDP for 2024 is 13,480.66 billion yuan, which is a decrease of 10.18 billion yuan compared to the preliminary estimate [1][5] - The GDP growth rate at constant prices is 5.0%, consistent with the preliminary estimate [1][5] Group 2 - The primary industries, including agriculture, forestry, animal husbandry, and fishery, have a total output of 96,976 billion yuan, with a growth rate of 4.0% [4] - The industrial sector has a total output of 404,519 billion yuan, with a growth rate of 5.5% [4] - The manufacturing industry contributes 334,881 billion yuan, showing a growth rate of 5.8% [4] - The service sector, including information transmission, software, and IT services, has a total output of 63,958 billion yuan, with a significant growth rate of 11.7% [4]

华尔街老将埃德.亚德尼(Ed Yardeni)一直是本十年最乐观的市场叙事之一——"咆哮的二十年代"的先行 倡导者。他认为，这一时代将由经济韧性、强劲的企业盈利，以及与数字革命和人工智能相关的生产率 提升所驱动。 在近期一次访谈中，亚德尼重申了他的两大预测：标普500指数在2026年达到7700点，并在2029年达到 10000点。但更引人注目的是他并行的另一个预测：黄金价格也可能在本十年末达到每盎司10000美元。 标普10000点路线图：先看盈利，再看市盈率 亚德尼的10000点预测并非一个空洞的口号，而是一条基于盈利和估值的路径。 他的出发点是标普500指数今年的每股经营盈利大约在270美元附近，明年将升至约300-310美元(他指出 市场共识预期已在此区间)。在此基础上，他的长期框架认为盈利可以持续显著增长——每年增加"数十 美元"——到2030年可能达到约500美元每股。 如果2029年末的市场展望2030年盈利，并应用大约20倍的市盈率(他的粗略区间为18-22倍)，则会接近那 个标题数字：500美元×20=10000点 在他看来，关键问题不在于盈利能否增长——亚德尼认为在利润率保持稳健的情况下这 ...