Group 1 - Japanese Finance Minister Kato Katsunobu issued a strong verbal warning regarding the yen's exchange rate, stating that the foreign exchange market is experiencing unilateral and rapid fluctuations, and reaffirmed the government's heightened vigilance towards market dynamics [1] - The yen depreciated over 4% against the dollar in October, making it the worst-performing currency among G10 currencies, attributed to expectations of a return to "Abenomics" policies under the new Prime Minister Kishi Nobuo [1] - The Bank of Japan maintained its interest rates, with Governor Ueda Kazuo emphasizing that the central bank is not lagging behind the curve, which has contributed to downward pressure on the yen [1] Group 2 - Despite increased verbal interventions, major Wall Street financial institutions assess that the immediate risk of actual market intervention by Japanese authorities remains low, with the dollar expected to surpass 160 yen by April 2024 [2] - The Japanese government conducted two large-scale foreign exchange market interventions from April to July 2024, utilizing a total of approximately 15.3233 trillion yen (about 982.5 billion USD), marking a historical high for intervention scale [2] - Goldman Sachs noted that the yen does not appear to be at an exceptionally weak level, with recent movements closely tied to the repricing of fiscal risk premiums and changes in market expectations regarding the Bank of Japan's short-term policies [2] Group 3 - Bank of America strategist Yamada Shuukei expressed a similar view, indicating that without excessive volatility or significant speculative positions, even if the dollar surpasses 155 yen, immediate government intervention is unlikely [3] - Goldman Sachs estimates that the Japanese Finance Ministry still has about 270 billion USD available for intervention, capable of replicating recent intervention scales before needing to sell long-term securities [3] - From a long-term perspective, Goldman Sachs expects the yen to gradually strengthen, driven by declining hedging costs and a weakening dollar index due to anticipated Fed rate cuts [3]

新华财经北京11月4日电 （胡晨曦）新华500指数（989001）11月4日收盘跌0.89%，报5095.54点。 走势上看，新华500指数（989001）4日早间低开后持续调整，午后指数震荡下挫，临近收盘时跌幅有所收窄，最终小幅收跌。指数盘中最高触及5151.90 点，最低触及5068.73点，成分股全天总成交额报6800亿元，成交额较上一交易日有所减少。 成分股方面，中微公司、包钢股份、杰瑞股份、思源电气等成分股涨幅居前；招商轮船、杉杉股份、弘元绿能、扬农化工等成分股跌幅靠前。 （文章来源：新华财经） ...

Core Points - The Ministry of Industry and Information Technology has announced the 2025 (fourth batch) list of characteristic industrial clusters for small and medium-sized enterprises (SMEs) and the 2022 (first batch) list of SMEs characteristic industrial clusters that have passed re-examination, with Chengdu having 3 new clusters and 2 clusters passing re-examination [1] - Chengdu now has a total of 8 national-level characteristic industrial clusters for SMEs, with the newly included clusters focusing on intelligent robotics, ultra-high-strength alloy materials, and panel furniture [1] - In the 2022 re-examination list, 5 clusters from Sichuan passed, with 2 located in Chengdu, focusing on aviation support and microwave radio frequency industries [1] Summary by Category New Industrial Clusters - Chengdu has 3 new industrial clusters included in the 2025 list: - Chenghua District Intelligent Robotics Industrial Cluster - Qingbaijiang District Ultra-High-Strength Alloy Materials Industrial Cluster - Chongzhou City Panel Furniture Industrial Cluster [1] Re-examined Industrial Clusters - In the 2022 re-examination, 5 clusters from Sichuan passed, with 2 from Chengdu: - Qingyang District Aviation Support Industrial Cluster - Wuhou District Microwave Radio Frequency Industrial Cluster [1] Overall Impact - The inclusion of these clusters is part of a broader initiative to enhance the competitiveness and collaboration among SMEs, focusing on resource aggregation and efficient governance [2]

Core Viewpoint - The domestic import price of rapeseed oil is expected to decline in November due to low demand and increased supply from Canada and Russia [2][10]. Group 1: Supply and Price Dynamics - Domestic rapeseed oil production is low due to reduced inventory of imported rapeseed, but there is an expectation of increased imports [2]. - Canadian rapeseed prices have decreased, with an average price of 616 CAD/ton in October, down 1.12% from September [3]. - The slow export pace and rising inventory pressure in Canada are contributing to the downward trend in rapeseed prices [3]. - The cost of imported rapeseed has decreased to an average of 3991 CNY/ton in October, a reduction of 1.99% from September [5]. Group 2: Import Expectations - Russia's new rapeseed crop is expected to increase by 14.89% to 5.4 million tons, leading to higher domestic rapeseed oil production [7]. - Domestic rapeseed oil imports are projected to rise to 226,000 tons in November, an increase of 26.26% month-on-month and 13.57% year-on-year [7]. Group 3: Demand Trends - The downstream market has not yet initiated pre-holiday stocking, leading to a decrease in rapeseed oil demand [8]. - November's domestic rapeseed oil demand is expected to be 237,000 tons, a decrease of 26.85% month-on-month and 44.76% year-on-year [8]. Group 4: Market Outlook - Overall, the increase in import supply coupled with reduced demand is expected to negatively impact the domestic rapeseed oil market, with prices projected to average around 10,050 CNY/ton in November, down 2.32% [10].

新华财经上海11月4日电（记者王淑娟）生物医药是上海重点打造的先导产业之一，搭建金融与生物医 药产业深度对接的桥梁，第十九届金洽会"园区行"闵行区临港浦江园生物医药专场活动近期举行。 另一位医药企业代表直言："我们计划释放20%股权，募资2000万元，其中20%用于团队建设与市场商 业化推广，20%投入研发。有哪些针对性政策或金融产品可予对接？" 上海闵行区集聚了900余家生物医药企业，覆盖原料药供应、医疗器械、生物药、中药及医药全链条服 务，浦江镇是闵行区生物医药产业的核心增长极之一。闵行区浦江镇副镇长吴伟表示，浦江汇聚了闵行 区近1/2的生物医药类企业，成为闵行区生物医药"3+X"战略产业布局的一个重要承载区。"产业是船， 金融是帆，期待金融的供给能力能精准地匹配更多的企业创新需求。" 上海市担保基金管理中心、交通银行、申万宏源证券、海通恒信的普惠金融顾问就企业关注的融资渠道 等问题作具体回应：一是多项政策性融资担保产品可适配企业发展的不同阶段，处于初期的科技型企业 可多渠道了解具体政策和产品；二是在科技型企业债权融资方面，商业银行已更多引入对企业实控人、 知识产权等非财务因素的综合评判，加大纯信用类贷款 ...

Core Viewpoint - Japan's Finance Minister, Shunichi Suzuki, has issued a strong verbal warning regarding the volatility of the yen, emphasizing the government's heightened vigilance towards market fluctuations [1]. Group 1: Market Dynamics - The yen has depreciated to its lowest level against the dollar since February, nearing 154.5 [1]. - Following Suzuki's remarks, the yen temporarily rebounded to 153.71, indicating market reactions to potential government intervention [1]. Group 2: Government Intervention Expectations - There is an increasing market expectation for possible government intervention in the foreign exchange market, although most analysts believe actual intervention is unlikely in the short term [1]. - The last time Japan intervened in the currency market was in July of the previous year, when the yen was approximately 160 to 1 dollar [1].

微创脑科学首席技术官兼次元脑科学总经理廖旺才博士表示，Einstein/爱因斯坦靶向DBS系统不仅是用 于帕金森症治疗的产品，更是可拓展的神经调控技术平台，可以此为基础扩展适应症，逐渐应用于更多 疾病治疗。 微创神奕总经理唐龙军博士表示，神经调控业务是微创集团核心能力的一次战略性"溢出"。DBS产品首 例临床的成功验证了从研发到临床的全链条能力，为加速推进后续管线提供了支持。未来微创神奕将继 续探索相关技术，助力中国神经调控产业发展，致力于为广大功能神经疾病患者提供更加普惠、优质的 解决方案。 新华财经上海11月4日电（记者潘清）微创集团在智能化神经调控领域的布局取得新进展，旗下上海微 创神奕医疗科技有限公司（以下简称"微创神奕"）研发的Einstein/爱因斯坦靶向脑深部刺激系统（Deep Brain Stimulation, DBS，又称"脑起搏器"）近日完成首例上市前临床研究的患者植入。 （文章来源：新华财经） 此项临床研究由上海交通大学医学院附属瑞金医院孙伯民教授和四川大学华西医院王伟教授牵头开展。 此前Einstein/爱因斯坦靶向DBS系统已完成6例患者早期临床试验。术后三个月随访数据显示，所有患 ...

新华财经上海11月4日电 11月首周，公募基金发行呈现回暖态势。公募排排网数据显示，按认购起始日 统计，本周（2025年11月3日-11月9日）全市场共计发行35只公募产品，较前一周的27只环比增幅 29.63%，创下近三周新高，且新基发行效率也同步提升，本周35只新基平均认购天数为19天，较前一 周明显缩短，市场供给端活力持续释放。 混合型基金本周发行10只，占比28.57%，其中偏股混合型基金是该类别发行的核心，发行数量达到10 只，成为仅次于被动指数型基金的第二大基金类型。 债券型基金发行则维持平稳态势，本周仅混合债券型二级基金发行4只，占比 11.43%。 此外，FOF产品发行表现亮眼，本周共发行5只，成功追平年内单周发行新高。细分来看，偏债混合型 FOF发行4只，占比11.43%，偏股混合型FOF发行1只，占比2.86%。 本周启动募集的35只新基金，分别来自25家公募机构。其中18家机构各发行1只新基，其余7家机构均发 行不少于2只新基。 具体来看，易方达基金以4只新基发行数量居首，其中3只为被动指数型股票基金，1只为偏股混合型基 金。汇添富基金紧随其后，共发行3只新基，包括2只被动指数型股票基金 ...

澳央行董事会在最新发布的货币政策声明中表示，自2022年达峰以来，澳大利亚的通胀已大幅下降。但 是，近期通胀率有所回升。三季度的同比截尾均值通胀率，即基础通胀率（underlyiing inflation），达 到3%，超过了二季度的2.7%。这一数字远超8月发布货币政策声明时的预期。同时，主要受多地停止电 力补贴的影响，整体通胀率在三季度达到3.2%。 新华财经悉尼11月4日电澳大利亚储备银行（央行）4日宣布将基准利率维持在3.6%不变。此前，澳央 行在今年年内共降息三次。 自2022年5月至2023年11月，澳央行共加息425个基点。此后，该行连续多次维持基准利率不变，直到今 年2月宣布降息25个基点，将基准利率下调至4.1%。今年5月，澳央行年内第二次宣布降息，将基准利 率下调至3.85%。8月，澳央行将基准利率下调至3.6%。 澳央行董事会表示，从最新通胀数据来看，该国经济中可能仍存在部分通胀压力。在私人需求回升、劳 动力市场仍显紧张的背景下，澳央行董事会认为本次会议维持基准利率不变是合适的。自年初以来，金 融环境已趋于宽松，但此前降息措施的全部效果尚未完全显现。考虑到这一点，以及近期通胀持续性增 强 ...

韩国数据统计部周二公布，10月消费者物价同比上涨2.4%，增速较9月的2.1%加快。这一速度超过了调 查经济学家预测的中值2.2%，是自2024年7月（当时物价上涨2.6%)以来的最快增速。 最新的通胀数据出炉之际，韩国央行正处在一个微妙时刻，该行在过去三次会议上均维持基准利率不 变。尽管韩国经济可能面临美国关税带来的冲击，但对资产泡沫和与家庭债务相关的金融稳定风险的担 忧，使得政策制定者不敢重启去年10月开始的降息周期。 （文章来源：新华财经） 数据显示，剔除波动较大的食品和能源项目的核心通胀率从9月的2%升至2.2%。整体通胀和核心通胀指 标目前均徘徊在韩国央行2%的目标之上。 ...