新华财经南京10月28日电（张春芳）10月26日，新华·江村对话2025——"数字让乡村更美好"主题活动 在江苏吴江苏州江村学院举行。中国信息通信研究院政策与经济研究所产业政策研究部主任霍鹏表 示，"十五五"时期加快推进数字乡村建设，应准确把握数字技术发展趋势、数字乡村发展阶段、区域特 征与发力方式。 二是准确把握数字乡村发展阶段。当前，数字乡村建设的核心诉求已从单纯追求技术的"在场性"，转向 全面的价值落地。即以"实效可量化、模式可持续、感知可触及"作为核心评价维度。面向未来的数字乡 村建设要把握好"商业可持续发展"与"居民强感知"两大建设原则。此外，由于客观条件差异，部分数字 乡村建设项目有政府等公共部门参与，从而导致在商业上实现盈利、服务上低效的项目可能面临出清受 阻。 三是准确把握区域特征与发力方式。数字乡村建设要从本地农业农村发展最迫切、农民反映最强烈的实 际问题入手，因地制宜、注重实效。要立足资源禀赋和发展阶段，围绕智慧农业、农村电商、新业态、 数字化治理等领域，有序推进数字乡村建设，探索具有特色化、差异化的发展路径。 新华·江村对话2025——"数字让乡村更美好"主题活动由新华社江苏分社、中国经 ...

Core Insights - The event "Digital Makes Rural Areas Better" highlighted the role of data in empowering rural revitalization through innovations in platforms, models, mechanisms, and technologies [1][3] Group 1: E-commerce Development - The first innovation is the creation of a new e-commerce platform connecting urban and rural areas, with the number of Taobao villages increasing from 3 in 2009 to 7,780 in 2022, and Taobao towns reaching 2,429. In 2022, the total sales of agricultural products and handicrafts from rural areas to cities via e-commerce amounted to 1.3 trillion yuan [1][2] - The second innovation involves a semi-managed model tailored to farmers' needs, allowing them to focus on production while the platform handles sales and marketing, exemplified by the "Farm Direct Delivery" model [1][2] Group 2: Talent and Technology Integration - The third innovation is the establishment of a new mechanism for digital talent to support underdeveloped counties, exemplified by the "Rural Special Commissioner" model, which connects resources and enhances local development [2] - The fourth innovation focuses on leveraging new technologies, particularly artificial intelligence, to reduce costs and improve efficiency for merchants in the agricultural e-commerce sector, including the use of digital humans for standardized live streaming [2]

公告还说，吉国家银行实行均衡性货币信贷政策，并继续评估内外通胀因素。该银行不排除在出现影响 价格稳定的风险时调整现行货币政策。 （文章来源：新华财经） 新华财经比什凯克10月28日电（记者江宥林）吉尔吉斯斯坦国家银行网站28日发布公告说，该银行董事 会决定，自28日起将基准利率上调75个基点至10%。 公告说，吉尔吉斯斯坦2025年以来的通胀率为6.2%，年化通胀率为8.4%。当前吉通货膨胀受到国外市 场能源供应限制、服务业部分部门费用价格上涨以及消费需求保持强劲势头影响。 公告说，由于吉尔吉斯斯坦国内融资渠道扩大，吉经济固定资本投资提升，从而显著促进了建筑业增 长。同时，由积极财政政策等原因带来的家庭收入增长以及汇款流入增多，仍是吉国内需求增长的主要 因素。吉当前货币信贷状况总体有利于维护宏观经济稳定性，吉国内外汇市场保持稳定。 ...

Core Viewpoint - Eight Horses Tea Industry officially listed on the Hong Kong Stock Exchange on October 28, becoming the "first high-end Chinese tea stock," with an initial price of 50 HKD and a first-day opening surge of 73%, reaching a market capitalization of over 7.3 billion HKD [1] Group 1: Quality and Product Strategy - The core of high-end tea lies in quality raw materials sourced from key tea-producing regions in China, with Eight Horses Tea establishing strict selection standards to ensure top-quality ingredients [2][3] - The company has achieved steady revenue growth, with projected revenue increasing from 1.818 billion RMB in 2022 to 2.143 billion RMB in 2024, reflecting a compound annual growth rate (CAGR) of 8.6% [3] - Eight Horses Tea has built a differentiated business model with various sub-brands targeting specific market segments, including high-end gifts and diverse flavor preferences [3] Group 2: Technological Innovation and Supply Chain - The company has developed a smart supply chain system that integrates "smart tea gardens, smart factories, and smart warehousing," transitioning from experience-driven to technology-driven production [5][6] - Eight Horses Tea has established a comprehensive R&D system, including multiple government-approved laboratories, to enhance product quality and innovation [5] Group 3: Channel Strategy and Market Expansion - The company has created a nationwide network of over 3,700 stores and aims to expand to 1,500 additional stores in the next three to five years, focusing on flagship "city reception hall" stores [7][8] - Eight Horses Tea has achieved full online channel coverage, ranking first in tea categories on major e-commerce platforms and local life services, while also planning to expand internationally [8]

从市场整体情况来看，10月24日国际原油期货价格下跌，且国内成品油零售下调窗口开启，消息面利空 油市。下游需求平淡，业者普遍场外消库观望，市场购销气氛平平。 分区域来看，四川、上海、海南汽油批发价格上涨，陕西、内蒙古、北京、天津、福建、江西、河北、 山西、甘肃、山东汽油批发价格下跌；四川、浙江、江西、广东、海南柴油批发价格上涨，陕西、山 西、北京、天津、福建、吉林、河北、河南、广西、江苏柴油批发价格下跌。山东地炼方面，汽、柴油 价格均大幅下跌。 新华财经北京10月28日电（薛尚文）中国汽、柴油批发价格显示，10月27日，中国汽、柴油批发价格均 下跌。全国92#汽油平均批发价格为7582元／吨，较10月24日下跌12元／吨；柴油（含低凝点）平均批 发价格为6580元／吨，较10月24日下跌6元／吨。 （文章来源：新华财经） 中国汽、柴油批发价格由中国经济信息社-中国石油经济技术研究院"能源大数据实验室"联合上海石油 天然气交易中心发布，基于对全国范围内主要经营单位和社会经营单位（不含炼厂）的批发价格数据采 集并计算形成，是反映中国汽、柴油批发市场整体情况的权威产品。 ...

Group 1 - The Brazilian stock market continues to strengthen, with the Ibovespa index closing at a record high of 146,969.10 points, up 0.55% from the previous record of 146,491.75 points set on September 24 [1] - The Brazilian real appreciates as the dollar weakens, with the exchange rate falling by 0.42% to 5.3706 reais per dollar [1] - A meeting between Brazilian President Lula and U.S. President Trump in Malaysia signals a potential easing of trade tensions, with Lula requesting a suspension of 50% tariffs on Brazilian goods [1] Group 2 - The Brazilian central bank injected liquidity into the market by selling 1 billion dollars in the spot market and conducting reverse repo operations to balance supply and demand [2] - The market sentiment towards Brazil's economy and foreign relations has improved, contributing to a favorable risk appetite among investors [2]

Core Insights - The report from the China Electricity Council indicates that electricity consumption in July and August exceeded 1 trillion kilowatt-hours, setting a historical record [1] - The total electricity consumption for the first three quarters reached 7.77 trillion kilowatt-hours, reflecting a year-on-year growth of 4.6% [1] - The installed power generation capacity as of the end of September was 3.72 billion kilowatts, marking a year-on-year increase of 17.5%, with non-fossil energy sources accounting for 60.8% of the total capacity [1] Electricity Consumption Forecast - The fourth quarter is expected to see a higher growth rate in electricity consumption compared to the third quarter, with an annual total projected at approximately 10.4 trillion kilowatt-hours, representing a year-on-year growth of around 5% [1] - The total new power generation capacity for the year is anticipated to exceed 500 million kilowatts, setting a new historical high, with wind and solar capacity expected to surpass 1.8 billion kilowatts [1] Future Projections - By the end of 2025, the total installed power generation capacity is projected to reach about 3.9 billion kilowatts, reflecting a year-on-year growth of 16.5% [1] - During the peak winter demand period in 2025, the overall electricity supply and demand is expected to be balanced, although certain regions, particularly in North and East China, may experience tighter supply-demand conditions during peak hours [1]

Core Insights - The 2025 Global Meat Industry Expo opened in Zhengzhou, China, gathering over 2,000 global meat source enterprises, highlighting the growing demand for high-quality and diverse meat products in China [1][2] - China is not only the largest meat producer globally but also one of the most promising consumer markets, emphasizing the importance of interaction between the global and Chinese markets for the prosperity of the meat industry [1] - The Central Plains Four Seasons Aquatic Logistics Port in Zhengzhou is becoming a strategic hub for the meat industry, boasting a cold storage capacity of over 1 million cubic meters, making it one of the largest inland cold chain storage bases in China [1] Industry Developments - The Central Plains Four Seasons Aquatic Logistics Port has an annual transaction volume exceeding 200 billion yuan, with nearly 70% of that being imported beef, showcasing its unique advantage in distributing imported beef nationwide [2] - The expo features a wide array of international meat products from countries like Brazil and Uruguay, alongside leading Chinese meat companies, indicating a strong presence of both domestic and international players in the market [2] - The expo is set to attract around 120,000 professional visitors and includes a "digital twin" exhibition, creating an online platform for year-round access and fostering new potential for industry collaboration [2]

Core Viewpoint - The easing of global trade tensions has led to a decline in safe-haven assets like gold and silver, with U.S. stocks reaching new highs, while the market anticipates potential interest rate cuts from the Federal Reserve [1][2][3] Group 1: Market Analysis - New Lake Futures indicates that the easing of global trade tensions has reduced risk aversion, resulting in pressure on precious metals [1] - The liquidity in the London silver market has significantly improved, with silver leasing rates dropping from 35% to 4%, leading to increased selling pressure on silver [1] - Analysts from City Index and FOREX.com note that improved market sentiment regarding trade has diminished the demand for gold as a hedge, with a critical psychological level at $4000 per ounce [3] Group 2: Investment Strategies - Shenwan Hongyuan Securities suggests that gold is no longer a wise short-term investment due to high volatility and crowded trades, recommending a wait for lower entry points around $3800-$3900 per ounce for long-term positioning [2] - Capitalight's research indicates that the current decline in gold prices is a corrective sell-off rather than a structural downturn, maintaining a constructive long-term outlook for gold [3] - The potential for further declines in gold prices exists, but geopolitical factors, ongoing central bank gold purchases, and a weakening dollar are expected to provide medium to long-term support for gold prices [2][3]

Group 1 - The German business climate index rose from 87.7 in September to 88.4 in October, indicating improved confidence among German enterprises [1][2] - The index is based on surveys from approximately 9,000 companies across manufacturing, services, trade, and construction sectors [2] - Manufacturing, services, and trade indicators showed improvement, while the construction sector experienced a slight decline [2] Group 2 - Analysts express mixed feelings about the index's rise, suggesting it reflects both positive and negative aspects of the German economy [3] - Reports from various institutions indicate expectations of economic improvement in Germany next year, supported by government fiscal plans [3] - The ZEW economic sentiment index and the composite purchasing managers' index also showed positive trends, suggesting better-than-expected economic conditions [3] Group 3 - Despite the rise in the business climate index, significant concerns remain regarding job stability, particularly in the automotive and metal industries [4] - Major companies like Porsche reported a drastic decline in profits, with a 99% drop in sales profit compared to the previous year [4] - The export-oriented nature of the German economy continues to be affected by unpredictable foreign trade policies from the U.S. [4] Group 4 - The index's increase is attributed to more optimistic expectations for the coming months, although current business conditions have been slightly downgraded [6] - Structural challenges in the German economy persist, with over 70% of surveyed companies considering relocating production or investing in other regions [6] - Despite a 25% increase in government spending since 2015, corporate investment has stagnated, returning to 2015 levels [6] Group 5 - Some economists warn that without comprehensive reforms, Germany may face a prolonged period of stagnation [7] - The current economic situation is described as dramatic, with long-term recession concerns highlighted by experts [7]