新华财经北京10月29日电（王媛媛）周三A股三大指数全天高开高走，创业板指涨近3%创年内新高， 沪指收盘站上4000点大关，北证50指数涨超8%。截至收盘，沪指报4016.33点，涨0.70%，成交9682亿 元；深证成指报13691.38点，涨1.95%，成交12878亿元；创业板指报3324.27点，涨2.93%，成交6207亿 元。沪深两市成交额2.26万亿元，较上一个交易日放量1082亿元。 板块方面，海南、光伏、有色金属等板块涨幅居前，银行、影视院线等板块跌幅居前。 盘面热点 盘面上，储能板块表现活跃，阳光电源大涨创新高，通润装备涨停。光伏板块爆发，隆基绿能、通威股 份等多股涨停。有色金属板块快速拉升，中孚实业涨停。海南板块全天走强，中钨高新、海汽集团涨 停。固态电池概念股持续拉升，方大炭素2连板，先导智能涨近13%。下跌方面，银行股集体下跌，成 都银行跌近6%。 机构观点 巨丰投顾：周三市场震荡反弹，光伏设备涨幅居前。十五五规划建议公布对市场带来政策预期提振，大 概率会催生新一轮结构性行情。在投资方向上，投资者可继续关注维持高景气度的半导体、消费电子、 人工智能、机器人、低空经济等领域的增量机会。 ...

纽约期金向上触及4000美元/盎司，日内涨0.45%。 （文章来源：新华财经） ...

Core Viewpoint - The Guizhou Maige 40 MW wind power project, constructed by China Energy Construction Anhui Electric Power Construction No. 2 Company, has successfully commenced construction, marking a significant step in renewable energy development in the region [1][3]. Project Overview - The project is located in Maige Township, Qingzhen City, Guizhou Province, with a total installed capacity of 40 MW, planned to install 8 wind turbines, each with a capacity of 5 MW [3]. - The construction scope includes wind farm roads, lifting platforms, installation of wind turbines and transformers, and approximately 30 kilometers of collection lines [3]. Expected Impact - Upon completion, the project is expected to generate approximately 100 million kWh of electricity annually, saving 12,800 tons of standard coal [3]. - The project aims to alleviate local grid supply-demand conflicts, optimize the regional energy structure, and promote low-carbon energy transition, contributing positively to regional ecological environment protection and energy security [3].

新华财经北京10月29日电（罗浩）新华500指数（989001）10月29日收盘上涨69.22点，涨幅1.34%，报5247.73点。 指数盘中最高触及5247.73点，最低触及5187.87点，成分股全天总成交额报8910亿元，总成交额较上一交易日放量。 成分股方面，阳光电源涨15.44%涨幅居首，先导智能、泰格医药、天合光能、固德威、三环集团涨逾10%，南山铝业、方大炭素、川能动力、通威股份、隆 基绿能、弘元绿能、晶澳科技收于约10%涨停；中兴通讯、成都银行、浦发银行、江苏银行、杭州银行等跌幅靠前。 （文章来源：新华财经） 走势上看，新华500指数（989001）29日早间小幅高开，指数早盘期间在未回补与上一交易日之间缺口的情况下窄幅整理，午后持续攀升，收盘时显著上 涨。 ...

Group 1: Federal Reserve's Interest Rate Decision - The Federal Reserve is expected to lower the benchmark interest rate by 25 basis points to a range of 3.75%-4.00% during the FOMC meeting on October 28-29, 2023, due to a slowing U.S. job market and moderate inflation impact from tariffs [1][2] - Market expectations for a rate cut have intensified, with a 99.9% probability for a 25 basis point cut in October and a 91% probability for another cut in December, following lower-than-expected CPI data [2][3] - Analysts indicate that the Fed's statement will significantly influence market trends, with a dovish tone likely to weaken the dollar and benefit gold and global equities [1][8] Group 2: Labor Market and Economic Indicators - The U.S. labor market is showing signs of slowing down, with broad employment indicators indicating a deceleration, although there are no widespread layoffs or spending cuts reported [3][4] - The uncertainty surrounding the labor market remains a critical concern for the Fed, as the official employment data is currently in a "data vacuum" period [2][4] - Analysts express differing views within the Fed regarding the pace and extent of future rate cuts, reflecting varying assessments of economic risks [3][4] Group 3: Quantitative Tightening (QT) and Liquidity Concerns - There is speculation that the Fed may end its quantitative tightening (QT) policy soon, as liquidity pressures in the financial system are becoming evident [6][7] - Recent data shows a significant reduction in bank reserves, indicating that the current QT may be reaching a turning point [6][7] - Analysts suggest that the Fed's decision to halt QT could be a risk-minimizing choice in light of recent liquidity stress signals [6][7] Group 4: Market Reactions and Asset Performance - The market has already priced in the Fed's expected rate cuts, which is affecting the performance of various asset classes [8] - The dollar index is currently fluctuating between 98-99, facing downward pressure due to uncertainties related to tariffs and government shutdowns [8][9] - Analysts predict that gold and other precious metals will remain strong due to the anticipated Fed rate cuts and ongoing geopolitical factors [9][10]

Core Viewpoint - The meeting between Zhangzhou Pien Tze Huang Pharmaceutical Co., Ltd. and Kweichow Moutai Co., Ltd. emphasizes the importance of cultural heritage, brand innovation, and the integration of the health industry, aiming to promote the creative transformation and innovative development of traditional Chinese culture [1][2]. Group 1: Company Background - Pien Tze Huang and Moutai are both renowned Chinese time-honored brands, with their main production techniques listed as national intangible cultural heritage [1]. - Pien Tze Huang has a history dating back to the Ming Dynasty and is a national-level protected traditional Chinese medicine variety, while Moutai is recognized as the origin of the strong aroma type of Chinese liquor with a brewing technique that has been passed down for a millennium [1]. Group 2: Strategic Goals - Pien Tze Huang adheres to the philosophy of "inheriting the essence and innovating with integrity," actively implementing the "Healthy China" strategy and seeking to modernize and internationalize time-honored brands [1]. - Moutai's leadership believes that both companies can deepen exchanges in cultural dissemination and channel co-construction, which is essential for corporate development and a responsibility for state-owned enterprises to promote cultural confidence [1][2]. Group 3: Industry Impact - The meeting reflects the commitment of state-owned enterprises to adapt and collaborate in the new era, enhancing the international competitiveness of Chinese brands and providing valuable insights for the innovative transformation of time-honored enterprises [2].

目前，中国进出口银行对共建"一带一路"国家和地区的贷款余额已超过2万亿元人民币。过去10余年 间，相关贷款项目累计拉动投资超4000亿美元，带动贸易超过2万亿美元，支持了匈赛铁路等一批具有 示范效应的重大基础设施项目。 与此同时，该行积极推动民生福祉与绿色发展。通过创新融资模式，支持了尼日利亚民生、科特迪瓦职 业培训学校、巴布亚新几内亚医院等惠及民生的"小而美"项目。在绿色领域，支持的乌兹别克斯坦光伏 项目建成后预计每年可减排二氧化碳240万吨。 新华财经北京10月29日电中国进出口银行董事长陈怀宇29日表示，该行将统筹推进共建"一带一路"国家 的标志性工程与"小而美"项目建设，深化传统与新兴领域合作，为共建国家培育增长新动力。 他是在2025金融街论坛年会"融资融智融商，共促'一带一路'高质量发展"平行论坛上作出上述表述的。 陈怀宇表示，展望未来，中国进出口银行将更好地发挥政策性金融引领带动作用。一是注重融资与融 智、融商相结合，在提供资金支持的同时，分享中国式现代化的发展经验，从单一的资金提供者转型为 综合服务者。二是深化金融合作与创新，将与多边及商业金融机构拓展合作，推动人民币转贷款、存量 美元贷款置换 ...

Core Viewpoint - In early October, pig prices continued to decline, but with the drop in temperature, demand for heavier pigs increased, leading to a slowdown in the pace of pig sales. This was followed by a rebound in prices in mid to late October due to increased demand and reduced supply pressure [1][3]. Price Trends - The national average price of external three yuan pigs dropped from 12.14 yuan/kg on September 30 to a low of 10.72 yuan/kg on October 13, before rebounding to 12.07 yuan/kg by October 27, marking the first time in October that the average price exceeded 12 yuan/kg [1][3]. Supply and Demand Dynamics - As temperatures fell in mid to late October, terminal pork demand increased, leading to higher procurement needs from slaughterhouses. The planned pig sales from 228 monitored breeding enterprises increased by 7.32% month-on-month, but actual supply growth was less than expected due to farmers holding back pigs for weight gain [3][5]. - The average weight of pigs traded rose from 123.60 kg on August 28 to 124.75 kg on October 23, reflecting a cumulative increase of 1.15 kg. This was influenced by earlier declines in breeding profitability and a low price difference between fat and standard pigs [3][5]. Weight and Supply Adjustments - The average slaughter weight of pigs approached 125 kg in October, driven by increased demand for heavier pigs from slaughterhouses. This resulted in a tighter supply of suitable pigs for slaughter, supporting the price rebound in late October [5][6]. - The weekly sales of pigs for secondary fattening surged from 7,908 heads in the week of September 12 to 48,939 heads in the week of October 17, marking an increase of 518.85% [5][6]. Future Market Outlook - Looking ahead to November, the demand for heavier pigs is expected to remain strong, but supply is anticipated to increase due to a higher number of weaned piglets and the entry of fattened pigs into the market. However, demand support may be limited, leading to a forecasted price range of 11.7 to 12.5 yuan/kg with potential downward risks in the latter half of the month [8][9].

Core Viewpoint - The Beijing Securities Regulatory Bureau, in collaboration with the Municipal Financial Office and other relevant units, has introduced the "Implementation Opinions on Promoting Long-term Funds to Enter the Market" [1] Group 1 - The initiative aims to encourage long-term capital investment in the market [1] - The announcement was made by Wu Zhiwei, a senior inspector at the Beijing Securities Regulatory Bureau, during a special event on Financial Street [1]

一是推动便利化政策优化扩围。推动跨境贸易高水平开放试点优化扩围，在现有试点地区的基础上，进 一步覆盖更多有实需、经营主体合规状况良好且符合国家战略发展方向的地区。拓宽试点企业经常项下 资金轧差净额结算业务种类，支持货款与货物贸易相关运输、仓储、维修、赔偿等服务费用之间的轧差 净额结算，降低资金结算费用。进一步简化优质跨国公司经常项目资金集中收付和轧差净额结算手续， 支持银行按展业原则为其便捷办理经常项目外汇业务，更好释放外汇便利化政策集成效能。支持银行根 据优质企业提供的薪酬材料，核定薪酬结购汇金额，为企业涉外员工便捷办理相关业务。 新华财经北京10月29日电为深入贯彻落实党中央、国务院决策部署，进一步促进跨境贸易收支便利化， 提升外汇支持外贸稳定发展的服务质效，日前，国家外汇管理局发布《国家外汇管理局关于进一步便利 外汇资金结算支持外贸稳定发展的通知》（汇发〔2025〕47号，以下简称《通知》）。《通知》主要内 容包括： 下一步，国家外汇管理局将继续深化外汇管理改革，进一步便利经营主体跨境贸易收支，不断提升跨境 资金结算质效，切实服务实体经济高质量发展。 二是支持贸易新业态等创新业务健康发展。发挥优质电商平 ...