1. 财政部：个人将购买2年以上（含2年）的住房对外销售的，免征增值税 重要新闻 财政部发布关于个人销售住房增值税政策的公告。其中提到，个人（不含个体工商户中的一般纳税人， 下同）将购买不足2年的住房对外销售的，按照3%的征收率全额缴纳增值税；个人将购买2年以上（含2 年）的住房对外销售的，免征增值税。本公告自2026年1月1日起施行。《财政部国家税务总局关于全面 推开营业税改征增值税试点的通知》（财税〔2016〕36号)附件3《营业税改征增值税试点过渡政策的规 定》第五条第一款同步停止执行。2026年1月1日前，个人销售住房涉及的增值税尚未申报缴纳的，符合 本公告规定的可按本公告执行。 2. 国家发展改革委：2026年优化实施"两新"政策方案发布 从国家发展改革委了解到，2026年优化实施"两新"政策方案发布。其中提到，优化支持范围。设备更新 在总体延续的基础上，增加老旧小区加装电梯、养老机构、消防救援、检验检测、线下消费商业设施等 领域，更好满足民生和安全需要。消费品以旧换新方面，支持汽车以旧换新，家电以旧换新聚焦冰箱、 洗衣机、电视、空调、电脑、热水器等6类产品；支持数码和智能产品购新，包括手机、平板、 ...

国投中鲁（600962）(600962.SH)发布公告，公司拟通过发行股份购买国家开发投资集团有限公司、大 基金二期等持有的中国电子工程设计院股份有限公司(简称"电子院")100%股份，其中大基金二期持有电 子院12.73%股份。交易价格为60.26亿元，并拟向不超过35名符合条件的特定投资者发行股份募集配套 资金不超过17.26亿元。 电子院为我国电子工程领域的领军企业以及先进电子制造产业化综合服务商，为国投集团电子信息产业 板块优质资产。通过本次重组，国投集团电子信息产业板块优质资产注入上市公司，有助于提升公司资 产规模及盈利能力。 ...

电子院为我国电子工程领域的领军企业以及先进电子制造产业化综合服务商，为国投集团电子信息产业 板块优质资产。通过本次重组，国投集团电子信息产业板块优质资产注入上市公司，有助于提升公司资 产规模及盈利能力。 智通财经APP讯，国投中鲁(600962.SH)发布公告，公司拟通过发行股份购买国家开发投资集团有限公 司、大基金二期等持有的中国电子工程设计院股份有限公司(简称"电子院")100%股份，其中大基金二期 持有电子院12.73%股份。交易价格为60.26亿元，并拟向不超过35名符合条件的特定投资者发行股份募 集配套资金不超过17.26亿元。 ...

格隆汇12月30日丨国投中鲁(600962.SH)公布，公司拟通过发行股份购买国家开发投资集团有限公司、 大基金二期等持有的中国电子工程设计院股份有限公司100%股份，其中大基金二期持有电子院12.73% 股份，并向不超过35名特定投资者发行股份募集配套资金。本次交易的标的资产电子院100%股权的交 易价格为60.26亿元。本次交易完成后，电子院将成为上市公司的全资子公司。电子院为我国电子工程 领域的领军企业以及先进电子制造产业化综合服务商，为国投集团电子信息产业板块优质资产。通过本 次重组，国投集团电子信息产业板块优质资产注入上市公司，有助于提升上市公司资产规模及盈利能 力。本次交易完成后，大基金二期将持有上市公司8.61%股份。 ...

每经AI快讯，12月30日，国投中鲁(600962.SH)公告称，公司拟通过发行股份购买国家开发投资集团有 限公司、大基金二期等持有的中国电子工程设计院股份有限公司100%股份，其中大基金二期持有电子 院12.73%股份，并向不超过35名特定投资者发行股份募集配套资金。本次交易的标的资产电子院100% 股权的交易价格为60.26亿元。本次交易完成后，电子院将成为上市公司的全资子公司。电子院为我国 电子工程领域的领军企业以及先进电子制造产业化综合服务商，为国投集团电子信息产业板块优质资 产。通过本次重组，国投集团电子信息产业板块优质资产注入上市公司，有助于提升上市公司资产规模 及盈利能力。本次交易完成后，大基金二期将持有上市公司8.61%股份。 （文章来源：每日经济新闻） ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002076 证券简称：*ST星光公告编号：2025-094 广东星光发展股份有限公司 关于公司及子公司中标项目签订合同的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 近日，广东星光发展股份有限公司（以下简称"公司"）及全资子公司佛山雪莱特光电科技有限公司中 标"佛山市南海区金盾电子工程有限公司设备采购项目"，中标金额合计约2,295.55万元，并分别签订了 《合同书》。根据《深圳证券交易所股票上市规则》和《公司章程》等相关规定，上述合同为公司日常 经营合同，无须提交公司董事会和股东会审议。现将主要内容公告如下： 一、交易对方情况介绍 1、公司名称：佛山市南海区金盾电子工程有限公司 2、法定代表人：梁兆祥 3、注册资本：56,500万元人民币 4、注册地址：佛山市南海区桂城街道清风西路29号金科大厦3座5、6层 6、实际控制人：佛山市南海区国有资产监督管理局 7、公司与交易对方不存在关联关系。 8、经查询，佛山市南海区金盾电子工程有限公司不属于失信被执行人。 二、合同主要内容 公司及全资子公司 ...

Core Points - The establishment of 19 national key laboratories in Hong Kong and Macau marks a significant milestone in the region's technological innovation development, reflecting the national government's strong support and recognition of the research capabilities and potential of Hong Kong and Macau [1][2] - The laboratories cover various strategic fields such as aerospace, biomedicine, quantum information, materials science, and electronic engineering, showcasing Hong Kong's robust research strength and the achievements of Macau in scientific research and talent cultivation [2] - The integration of Hong Kong and Macau into the national technological innovation system is seen as a mutual benefit, aligning with national strategic needs while enhancing local development opportunities [3] Group 1 - The 19 laboratories include 15 from top global universities in Hong Kong, emphasizing their world-class level in fundamental research and technological innovation [2] - The laboratories aim to align with national technological deployments, opening new avenues for the development of science and technology in Hong Kong and Macau, and providing a broad platform for young talent [1][2] - The unique advantages of Hong Kong and Macau, such as an open academic environment and international research connections, will facilitate collaboration with top global universities and research institutions [2] Group 2 - The current global technological revolution and industrial transformation present an opportunity for Hong Kong and Macau to leverage their strengths in scientific innovation to contribute to national development [3] - The proactive integration into the national technological innovation system is essential for sustaining the momentum and vitality of scientific development in Hong Kong and Macau [3] - The collaboration with mainland China is expected to enhance the quality of contributions from Hong Kong and Macau in the construction of the Guangdong-Hong Kong-Macau Greater Bay Area [3]

Core Viewpoint - The company reported a significant increase in revenue and profit for the six months ending June 30, 2025, driven by various engineering projects and product deliveries [1] Financial Performance - Revenue reached 888 million RMB, representing a year-on-year growth of 35.5% [1] - Profit attributable to the parent company was 93.773 million RMB, showing a substantial increase of 178% compared to the previous year [1] - Basic earnings per share were 5.85 cents, with a proposed interim dividend of 0.01 HKD per share [1] Project Contributions - The revenue growth was primarily attributed to the delivery of products related to the Saudi Central South Project, the Gan Dian Ru Zhe Project, and the distributed flow controller projects in Peru and Chile [1] - Increased income from self-produced Insulated Gate Bipolar Transistors (IGBTs) also contributed to the revenue growth [1]

Group 1: China Market Focus - The current "anti-involution" policies may adopt different approaches across various industries, with a focus on supply-side reforms and market mechanisms to encourage balance in supply and demand [10][12][19] - Overseas investors are showing high interest in the Chinese market, with notable attention on companies like Kehua Data and SMIC, although actual capital inflow may take time to materialize [13][15][20] - The upcoming third quarter is expected to see a resurgence in IPOs for technology companies, with AI and military sectors identified as key areas for structural investment opportunities [18][19] Group 2: US Market Focus - Core commodity prices are anticipated to reflect tariff impacts more significantly starting mid-year, with a focus on the performance of leading technology stocks like Nvidia and Meta Platforms [26][32][40] - The Federal Reserve's potential shift towards a more dovish stance will depend on economic data fluctuations, particularly in light of inflationary pressures and economic slowdown [28][29][36] - The earnings outlook for US stocks is showing signs of divergence, with technology and telecommunications sectors expected to remain strong despite broader economic challenges [37][40] Group 3: Korea Market Focus - New tariffs are expected to disrupt the economy, with significant implications for capital market reforms initiated by changes in commercial law [44][46] - Consumer confidence is improving, which may support the domestic economy, while export levels have remained robust due to preemptive export activities earlier in the year [46]

Core Viewpoint - The company Guotou Zhonglu plans to enter the electronic information industry by acquiring 100% of the shares of China Electronic Engineering Design Institute through a share issuance, aiming for business diversification and transformation [2][4][5]. Group 1: Acquisition Details - Guotou Zhonglu intends to purchase the entire stake of the Electronic Institute from its major shareholders, including Guotou Group and others, and will issue shares to raise supporting funds [4]. - The specific transaction price for the acquisition has not yet been determined as the auditing and evaluation of the target company are still ongoing [4]. - The Electronic Institute is a leading enterprise in China's electronic engineering sector, providing comprehensive services in advanced electronic manufacturing [5][12]. Group 2: Financial Performance - Guotou Zhonglu has experienced significant fluctuations in its performance, with net profits declining over 68% in 2023 and 2024 [2][7]. - The company's revenue and net profit figures for 2022, 2023, and 2024 were reported as follows: - Revenue: 17.27 billion, 14.87 billion, 19.87 billion (growth rates: 19.08%, -13.89%, 33.65%) - Net Profit: 9210.51 million, 5821.99 million, 2925.37 million (growth rates: 573.01%, -36.79%, -49.75%) [7][8]. - In contrast, the Electronic Institute's financials for 2023 and 2024 showed revenues of 53.09 billion and 68.48 billion, with net profits of 1.56 billion and 2.67 billion, indicating a stronger profitability compared to Guotou Zhonglu [10][12]. Group 3: Strategic Implications - The acquisition is seen as a "snake swallowing an elephant" deal, significantly enhancing Guotou Zhonglu's asset scale and profitability [9][12]. - The integration of the Electronic Institute's assets is expected to bolster Guotou Zhonglu's competitive position in the market and align with national policies promoting the development of advanced electronic information industries [5][12]. - The transaction is anticipated to create a comprehensive service platform for advanced electronic manufacturing, allowing the company to seize opportunities in strategic emerging industries and new infrastructure [5][12].