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 ...

Core Insights - The "Agricultural Products Wholesale Price 200 Index" reached 124.30 on October 29, reflecting an increase of 0.48 points from the previous day [1] - The average wholesale price of pork across national markets was stable at 18.03 yuan per kilogram, unchanged from the previous day [1] - The price of eggs decreased by 0.3%, now standing at 7.37 yuan per kilogram [1]

Core Viewpoint - The Beijing Municipal Financial Committee has released two key opinions aimed at promoting high-quality development in venture capital and private equity investment, as well as supporting mergers and acquisitions to enhance the quality of listed companies [1] Group 1: Venture Capital and Private Equity Investment - The document titled "Opinions on Promoting High-Quality Development of Venture Capital and Private Equity Investment" emphasizes the need for improved regulatory frameworks and support mechanisms to foster a more robust investment environment [1] - It highlights the importance of innovation and entrepreneurship as key drivers for economic growth, encouraging investments in emerging industries and technologies [1] Group 2: Mergers and Acquisitions - The second document, "Opinions on Supporting Mergers and Acquisitions to Promote High-Quality Development of Listed Companies," outlines strategies to facilitate smoother merger processes and enhance corporate governance [1] - It aims to create a more favorable environment for listed companies to engage in strategic mergers and acquisitions, thereby improving their competitiveness and operational efficiency [1]

Core Insights - The deep integration of artificial intelligence and biomedicine is driving significant changes in related industries [1][2] - The Long Triangle region is focusing on high-value patent operations in the biomedicine sector, with a recent competition showcasing 23 high-value patent projects [1] - Nantong is emerging as a key growth area in the Long Triangle biomedicine industry, leveraging its industrial foundation and resources [2] Group 1 - The Long Triangle high-value patent operation competition has launched a biomedicine (healthcare) track, featuring projects in gene technology, AI-assisted diagnosis, high-end medical devices, innovative drugs, and marine biomedicine [1] - Nantong has been identified as a strategic emerging industry, focusing on biomedicine as one of its five key areas for development [1][2] - The establishment of the National Intellectual Property Operation (Shanghai) International Service Platform Nantong Center aims to enhance the collaboration between Shanghai's research capabilities and Nantong's industrial advantages [1] Group 2 - Shanghai Trading Group plans to connect high-value biomedicine patent projects with Nantong's production capacity and capital, fostering a specialized industrial cluster [2] - The initiative includes deepening patent financial innovation to provide customized pledge financing services for enterprises [2] - The Long Triangle region aims to facilitate the transition of biomedicine results from "laboratory" to "production line," supporting the creation of a globally influential life and health industry cluster [2]

Group 1 - The core viewpoint of the notification is to enhance urban commercial quality through the "Urban Commercial Quality Improvement Action Plan," focusing on high-quality development of pedestrian streets and commercial circles [1][2] - The plan aims to create national demonstration pedestrian streets and commercial circles that serve as carriers for consumption upgrades, urban image, and international openness [1] - It emphasizes the integration of online and offline development, encouraging collaboration between retail and e-commerce companies to enhance delivery efficiency and service quality [1][2] Group 2 - The notification outlines the establishment of a comprehensive emergency supply system to ensure the stability of urban commercial operations, including the enhancement of supply chain resilience [2] - It highlights the importance of leveraging emerging technologies such as AI, IoT, and cloud computing to optimize urban commercial space utilization and improve operational efficiency [2] - The plan includes the development of smart commercial models that incorporate intelligent guidance, precise marketing, and immersive shopping experiences [2]

新华财经北京10月29日电安联全球的分析师Gregor Hirt表示，预计日本央行本周将把政策利率维持在 0.5%不变，但植田和男可能会努力避免给人留下央行将无限期维持利率不变的印象。 他在一篇评论文章中说，虽然日本央行似乎正在准备加息，但国内政治不确定性、国际贸易紧张局势以 及美国经济数据延迟公布，都给加息带来了挑战。由于日本经济数据保持稳定，且日元进一步走弱不可 取，预计日本央行将为下一次加息奠定基础。 （文章来源：新华财经） 他表示，加息可能会在12月进行，但存在延至1月的风险。 ...

Core Viewpoint - The Ministry of Ecology and Environment of China is advancing the construction of a national carbon market, focusing on green and low-carbon transformation as outlined in the recent policy directives [1]. Group 1: National Carbon Market Development - The national carbon emissions trading market will expand its coverage to include major emission industries in the industrial sector by 2027 [1]. - A total quota control and paid allocation system will be implemented, transitioning from intensity control to total control based on national greenhouse gas emission targets [1]. - The allocation of quotas will gradually shift towards a higher proportion of paid distribution, combining free and paid methods [1]. Group 2: Quota Management and Pricing - There will be a gradual tightening of quotas to enhance their scarcity, which will help carbon prices more accurately reflect the costs of emissions reduction in China [1]. - This approach aims to provide clearer price signals for optimizing key industries and facilitating green and low-carbon transformation [1]. Group 3: Voluntary Emission Reduction Market - The construction of a voluntary emission reduction trading market will be accelerated, with a focus on developing a comprehensive methodological system to support social voluntary reductions [1]. - The initiative aligns with the ecological value transformation of the "Two Mountains" concept [1]. Group 4: Market Vitality and Financial Products - Efforts will be made to enhance the vitality of the national carbon market by exploring and developing green financial products and services related to carbon emissions rights and certified voluntary reductions [1]. - The aim is to diversify the types and numbers of trading entities and strengthen market transaction supervision [1].

新华财经上海10月29日电 国泰海通证券研报表示，2025年9月全国快递企业件量168.8亿件，同比增长 12.7%；2025年1-9月件为1450.8亿件，同比增长17.2%。单价上看，2025年9月快递行业收入同比增长 7.2%，单票收入同比下降4.9%；1-9月快递行业收入同比增长8.9%，单票收入同比下降7.1%。9月快递 行业单票收入降幅同比环比均收窄，反映出价格竞争在行业"反内卷"引导下有所缓和。"反内卷"将有效 缓和行业竞争压力，预计下半年电商快递盈利将开启修复，未来盈利弹性将取决于提价持续性，建议重 点关注邮管局监管力度。 编辑：林郑宏 ...

新华财经新加坡10月29日电（记者刘春涛）新加坡交易所（SGX Group）28日发布的《2025年第三季度SREITs及房地产信托图表》报告显示，新加坡REITs （房地产投资信托基金）及房地产信托市场保持稳健发展。 从财务健康状况来看，报告指出SREITs的平均杠杆率（average gearing ratio）为40%，低于50%的监管上限，显示出市场整体财务状况稳健。 新加坡REITs市场在资产配置上也展现了高度的国际化和多元化。报告显示，超过85%（即35只）的信托持有海外资产。从资产类别来看，多元化REITs占比 最大（26%），其次是工业REITs（18%）和零售REITs（16%）。 新加坡REITs（房地产投资信托基金）及房地产信托市场收益情况对比。图片来源：新交所 报告数据显示，截至2025年9月30日，新加坡共有41只REITs和房地产信托，总市值达到1010亿新元，约占新加坡整体上市股票市值的10%。 在收益率方面，报告显示SREITs的12个月的平均派息收益率（Average distribution yield）为6.2%。报告强调，与其他资产类别相比，SREITs提供了具有吸引 ...

Market Performance - The Shanghai Composite Index rose by 0.37% to 4002.83 points with a trading volume of approximately 605.1 billion [2] - The Shenzhen Component Index increased by 0.90% to 13550.65 points with a trading volume of about 816.3 billion [2] - The ChiNext Index saw a rise of 1.35% to 3273.28 points with a trading volume of around 395.5 billion [2] - The STAR Market Index decreased by 0.20% to 1672.05 points with a trading volume of approximately 152.3 billion [2] - The North Star 50 Index increased by 0.29% to 1455.84 points with a trading volume of about 12.8 billion [2] Sector Performance - Key sectors that performed well included communication equipment, precious metals, and non-ferrous metals, while internet, semiconductors, and home goods sectors lagged [1] - Quantum technology, Hainan Free Trade Zone, PCB concepts, lithium mining, and storage chips saw significant gains during the trading session [1] - By midday, sectors such as Hainan Free Trade Zone, non-ferrous metals, and diversified finance led the gains, with notable increases in securities, communication equipment, lithium mining, and newly listed stocks on the STAR Market [1] Company Insights - Individual stock performance was closely tied to earnings report disclosures and market expectations [1] - Sunshine Power experienced a strong rise following its third-quarter report, while ZTE opened significantly lower [1] - Companies like Industrial Fulian and Xian Dao Intelligent saw substantial increases due to anticipated earnings reports [1] Policy and Economic Outlook - The "14th Five-Year Plan" and its continuity into the "15th Five-Year Plan" are expected to provide a stable framework for capital market development [3] - Focus areas for investment during the "15th Five-Year Plan" include digital technology, space economy, high-end manufacturing, domestic consumption, and biotechnology [3] - The emphasis on new productive forces is seen as crucial for transitioning from old to new economic drivers amid increasing external uncertainties [3] Innovation Index - The 2024 China Innovation Index is projected to be 174.2, reflecting a 5.3% increase from the previous year, indicating a steady improvement in the innovation environment [5][6] - Key components of the innovation index, including innovation environment, input, output, and effectiveness, showed growth rates of 4.9%, 5.1%, 8.1%, and 1.9% respectively [5] - The index highlights the ongoing enhancement of China's technological innovation capabilities and the growth of new economic drivers [6]