当新一轮科技革命和产业变革浪潮奔涌，新的时代命题亟须开拓者破局。在中国经济最具活力的长三角腹地，南京市建邺区正举全区之力以雄心作答。自 2025年1月，建邺区挥就关键笔墨——全面启动河西中央科创区建设，聚焦"人工智能+"产业方向，肩负起助力南京打造具有全球影响力的产业科技创新中 心主承载区的使命。 岁末回望，这片热土的年度叙事，已由一系列里程碑事件有力书写。从产业新模式破冰到顶尖人才汇聚，从城市愿景提出到创新集群落地，一个以AI驱 动的"城市智能体"标杆轮廓初显，其"元年引擎"动能充沛，后劲澎湃。 2025年12月12日，河西中央科创区与南京阿里中心合作打造的"亲橙OPC社区"正式揭牌。OPC(One Person Company)指在人工智能技术的支持下，个人创 业者"单人成军"、独立完成全链路业务闭环的创新生态。亲橙OPC社区既是阿里巴巴旗下首个OPC社区，也是江苏省规模最大的OPC社区。 河西中央科创区亲橙OPC社区正式揭牌 作为南京市首个"总部大厂牵头、政府政策赋能、市场机制驱动"的政企共建开放式创新社区，它是建邺区落实南京市"All in AI"战略、创新产业 （300832）组织模式的关键一子。建 ...

点评：利息本金全展期？现金流或许真见底了 碧桂园降债超900亿元： 12月4日，碧桂园约177亿美元境外债务重组方案获香港高等法院批准，此前境内最后一笔137.7亿元债务重组也已通过。至此境内外债务重组基本落地，预 计降债超900亿元，5年内兑付压力缓解。当晚，碧桂园公告管理层分工调整，莫斌调任联席主席，程光煜任总裁，旨在厘清权责、强化协同，为集团高质量 发展持续赋能。 点评：呈现出明显的结构性特征 万科20亿债券展期12个月： 12月1日消息，万科拿出了"22万科MTN004"债券的展期初始方案。该债券原定于2025年12月15日到期，现拟展期12个月，调整至2026年12月15日偿付本期 中票全部本金。对于未付及新增利息，万科表示，展期前已经产生的利息，于原付息日起延期12个月支付，即2026年12月15日支付，延期期间不计复利；展 期期间，票面利率维持3%不变，新增利息本金的兑付一同支付。接下来，万科仍面临较大的偿债压力。据华创证券研报，截至2025年11月27日，万科存续 债券共15只，其中境内债13只，债券余额合计203.16亿元，均为公募债，其中2025—2027年行权到期规模分别为57亿元、12 ...

1.卢伟冰：小米汽车出海首站欧洲市场是全球汽车最难的市场 12月3日晚间，小米集团合伙人、总裁，手机部总裁，小米品牌总经理卢伟冰发布视频，谈及汽车出海问 题。卢伟冰表示，第一站欧洲市场是全球汽车最难的市场。我们希望在最难的市场立足之后，再进入其他 的市场。"这次出差我去了德国，感受非常的多。德国在汽车工业方面非常的成熟，还有很多值得我们学习 的地方。试驾之后我也跟当地的同事们开了一个会，进一步会讨论接下来的方向，大家期待的不会太晚。" 点评：小米挑战欧洲高端市场，彰显全球化雄心与自信。 2.博杰股份：与T客户在机器人、汽车业务上有合作 博杰股份12月4日披露的投资者关系活动记录表显示，公司于12月3日接待华金证券、华福证券、招商证 券、华安合鑫、平安基金、国泰海通等机构调研，并就AI服务器出货情况、机器人业务的进展情况等进行 了回应。博杰股份介绍，当前公司的机器人业务主要是与T客户的机器人测试需求进行对接，从imu、 camera、电子皮肤力传感器到麦克风检测等，imu设备小批量发货。另外，公司也在同步研发一些电子皮肤 测试设备，现在还是实验室环节。"除了上述业务，公司与T客户在汽车、Robotaxi都有合作 ...

交汇点讯 12月4日，阿里巴巴首家人才公寓"亲橙寓"在南京河西中央科创区正式投入运营。 实习生 马超男 作为阿里巴巴首家人才公寓，亲橙寓延续了阿里巴巴围绕"青年成长"理念，不只是一个提供居住空间的 传统公寓，同时也是一个"有温度的社群生态"。因而，在500多间客房以外，亲橙寓还配备了超1600平 方米的公共区域，包括藏书超1000册的书屋、健身房、多功能活动室、商务会谈区、公寓客厅及小邮局 等多元功能场景，旨在为青年提供精神归属与社交连接。 "我们希望亲橙寓不只是一个'住的地方'，更是一个承载梦想、激发潜能的'成长能量仓'。"阿里巴巴集 团不动产管理部华东区域总经理曹玮在介绍时提到，"今天的'新居暖房趴'，正是希望通过轻松有趣的 相聚形式打破陌生，传递社区温度。" 自11月交付以来，已有近200户青年选择亲橙寓。未来，亲橙寓还将持续接入阿里巴巴生态权益，如本 地生活服务、数字技能课程、就业招聘通道等，进一步丰富青年成长资源，全方位支持青年的职业发展 与生活理想。 新华日报·交汇点记者 鹿琳 亲橙寓的落成，为南京阿里中心再添一个重要服务功能板块。从智慧办公、商业配套到人才安居，园 区"乐业安居"的布局持续完善， ...

12月4日，阿里巴巴首家人才公寓"亲橙寓"在南京河西中央科创区正式投入运营。亲橙寓的落成，为南京阿里中心再添一个重要服务功能板块。从智慧办 公、商业配套到人才安居，园区"乐业安居"的布局持续完善，正加速打造服务青年创新创业与工作生活的一站式生态社区。 打造"5分钟生活圈" 阿里巴巴首家人才公寓落地南京 据介绍，亲橙寓紧邻南京地铁7号线与S3号线，通过"阿里廊"，步行约5分钟即可直达园区内的办公区、未来厨房、金陵天地等生活配套，实现了"不出园 区，搞定生活"。自11月交付以来，已有近200户青年选择亲橙寓，加入了"Al时空"的"5分钟生活圈"。 "亲橙寓一共有565间客房，涵盖了38到95平方米的五种户型，可以满足青年们不同的居住需求。"亲橙寓管家洪芳介绍道，"像38平方米的'泊心.一居'，就 比较适合刚刚毕业或者初到南京的青年；95平方米的'云栖.行政套间'，会更受一些生活品质要求高、或者企业中高层的青年青睐。" 作为阿里巴巴首家人才公寓，亲橙寓延续了阿里巴巴围绕"青年成长"理念，不只是一个提供居住空间的传统公寓，同时也是一个"有温度的社群生态"。因 而，在500多间客房以外，亲橙寓还配备了超1600平方米的 ...

Core Insights - Alibaba has officially launched its first talent apartment, "Qin Cheng Yu," in Nanjing, aimed at attracting young talent to the city [1] Group 1: Project Overview - The talent apartment is located in the Alibaba Center T7 building, strategically positioned near two metro lines, Line 7 and S3, providing convenient access [1] - The facility features 565 rooms, with sizes ranging from 38 to 95 square meters, designed to meet various rental needs [1] - The apartments are equipped with smart home appliances and a scientific storage system, along with a four-layer soundproof design for a quiet living environment [1] Group 2: Community Features - The complex includes approximately 1,600 square meters of public space, which features a library, gym, and multifunctional activity rooms [1] - There are plans to connect a terrace with a rooftop park, and the space will host regular events such as book clubs and skill courses, promoting a community atmosphere beyond just living [1]

Core Insights - The Nanjing Alibaba Center officially opened on July 11, with a total investment exceeding 8 billion yuan and a total construction area of 850,000 square meters [1] - The center aims to become a new core for Jianye District, focusing on technology innovation and commercial benchmarks, particularly in artificial intelligence and cross-border e-commerce [5] Group 1: Project Overview - The project includes six research office buildings, a shopping center, a long-term rental apartment, and a four-story trendy street, accommodating approximately 30,000 people [1] - The design was won by Benoy in a global competition, featuring a "one-kilometer sky bridge" concept [4] Group 2: Architectural Features - The center features seven sky bridges with a total length exceeding 1,000 meters, with the longest span being 200 meters and a width of 6 meters [7] - The design includes a "flying saucer" shaped dome at the intersection of the bridges, aiming to become a new landmark in Nanjing [7] Group 3: Environmental and Community Aspects - The landscape design follows the "one axis, one belt, six gardens" concept, with over 40% green coverage, creating a comfortable and ecological environment [12] - The project has received LEED-CS Gold and China Green Building Three-Star certifications, utilizing rainwater recycling and energy-saving materials [12] Group 4: Community Engagement - The Nanjing Alibaba Center is not only for Alibaba employees but also aims to serve entrepreneurs and local citizens as a vibrant ecological community [15] - Over 50 companies have already settled in the park, covering areas such as AI computing hardware and digital transformation services [15] Group 5: Future Developments - The second phase, Nanjing Jinling Tiandi, is set to open on July 18, and Alibaba's first talent apartment, "Qin Cheng Yu," is planned to be operational by the end of the year [16]

Core Insights - Xiaomi has launched its first batch of employee apartments in Beijing and Nanjing, with an average rent of 1999 yuan per month, aimed at young engineers [2][5] - The Nanjing Xiaomi Youth Apartment has 566 rooms, all of which were fully booked within three days, indicating strong demand for affordable housing among employees [2][5] - The establishment of Xiaomi's Nanjing office has led to a significant increase in employee numbers, with expectations to exceed 10,000 in the next five years [5][9] Group 1: Employee Housing Initiative - Xiaomi's employee apartment in Nanjing offers a monthly rent of 1699 yuan, significantly lower than the market rate of over 2500 yuan for similar accommodations [1][2] - The rapid booking of the apartments reflects the company's strategy to attract talent, especially fresh graduates, as it plans to hire around 5,000 this year [2][5] - The initiative is part of Xiaomi's long-term investment in Nanjing, enhancing its appeal as a tech hub [5][9] Group 2: Nanjing as a Tech Hub - Nanjing has become a key location for Xiaomi's operations, serving as its largest R&D center outside of Beijing, with over 5,000 employees currently [5][9] - The city is attracting other tech giants like Alibaba, which is also establishing a regional headquarters nearby, further enhancing the area's tech ecosystem [6][8] - The local government has initiated plans to develop the Hexi Central Innovation Zone, aiming to foster innovation and attract more tech companies [9][10]