随着投资者预期新领导人将实施有利于增长的政策，日本股市目前正处于历史高位。由于通胀持续存 在，市场普遍预计日本央行将在未来几个月将基准利率从当前的0.5%上调。 新华财经北京11月4日电瑞穗金融集团首席执行官Masahiro Kihara表示，他有信心认为，日本首相高市 早苗的促增长政策以及日本央行的加息将推动银行业务扩张。 "她有着清晰的愿景，"Masahiro Kihara周二表示，"目前市场对此反应良好。"高市早苗上月宣布将制定 日本经济增长战略计划，包括推动公私部门联合投资。 Masahiro Kihara表示，日本央行"还有一到两次加息的空间"，当央行对工资增长趋势有信心时，就会准 备进一步加息。 （文章来源：新华财经） ...

新华财经北京11月4日电（记者沈寅飞）第八届中国企业论坛3日在京举行。论坛以"中国企业：战略定 力与创新提升"为主题，并发布了《2025中国企业品牌价值TOP100榜单》等报告和成果。 据论坛期间发布的《2025中国企业品牌价值TOP100》和《2025中央企业品牌价值报告》等报告显示， 中国企业品牌价值TOP100品牌价值总额19.35万亿元人民币，同比增长8.48%；2022-2024年中央企业品 牌价值总额从6.4万亿攀升至8.6万亿元，年平均增长率超15%。 此外，《榜单》列出的中国企业品牌发展十大亮点中提到，领军品牌加速布局"人工智能（AI）"，紧抓 产业变革机遇。中国互联网络信息中心的报告显示，2024年中国人工智能产业规模突破7000亿元，连续 多年保持20%以上的增长率。中国企业正在加速将AI融入核心业务以提升自身竞争力。 国务院国资委相关负责人表示，企业强则国家强，国家兴则企业兴。愿推动中央企业与各类企业携手推 进产业提质升级、科技自立自强、深层次改革、互惠互利合作，为确保基本实现社会主义现代化取得决 定性进展贡献更大力量。 （文章来源：新华财经） ...

Core Viewpoint - The People's Bank of China is actively supporting the development of Hong Kong as an international financial center, focusing on enhancing market connectivity and building the offshore RMB market [1][2]. Group 1: Financial Market Connectivity - The People's Bank of China is deepening financial market connectivity between the mainland and Hong Kong, responding to market demands by optimizing mechanisms such as Bond Connect, Cross-Border Wealth Management Connect, and Swap Connect [1]. - In 2023, the bank has supported various foreign institutional investors in conducting bond repurchase transactions in the mainland and launched offshore bond repurchase business in Hong Kong using Bond Connect bonds as collateral [1]. Group 2: Offshore RMB Market Development - The People's Bank of China is actively supporting the construction of the offshore RMB market in Hong Kong, facilitating services such as account opening, cross-border payments, and credit reporting [1]. - As of the end of September, 1,176 foreign institutions have entered the domestic bond market, covering 80 countries and regions, with a total bond holding scale of 3.8 trillion yuan [2]. Group 3: Financial Services Statistics - By the end of July, 164,600 individual investors participated in the Cross-Border Wealth Management Connect business, with a total remittance amount of 120.9 billion yuan [2]. - As of the end of August, Swap Connect has recorded over 15,000 transactions, with a total nominal principal amount of approximately 8.15 trillion yuan [2].

Core Insights - The People's Bank of China (PBOC) is actively supporting the development of the offshore RMB market in Hong Kong through various initiatives [1] Group 1: Financial Initiatives - In February 2025, the PBOC supported the Hong Kong Monetary Authority (HKMA) to launch a trade financing liquidity arrangement with a total scale of 100 billion RMB [1] - As of the end of September this year, nearly 30 billion RMB in transactions have been initiated under this arrangement [1] - The PBOC has normalized the issuance of RMB central bank bills in Hong Kong, with a cumulative issuance scale of 255 billion RMB across seven issues [1] Group 2: Market Development - The balance of central bank bills stood at 170 billion RMB as of the end of September, reflecting an increase of 30 billion RMB compared to the end of the previous year [1] - The PBOC is collaborating with relevant departments to promote the issuance of high-credit-quality RMB assets, such as RMB government bonds, in Hong Kong [1]

特斯拉近日已将公司使命更新为"加速世界迈向可持续的富足"，将企业的商业蓝图同社会高度发展的愿 景结合起来，而在进博会现场，这座未来街区展台正完整呈现了二者之间的深层关联。 Cybercab亚太首秀，展现特斯拉无人驾驶技术最新实力 人工智能技术是近年各大展会的亮点，特斯拉现场带来的Cybercab正是展示了其最新产品和技术成果。 Cybercab没有方向盘、脚踏板，采用Tesla Vision视觉处理系统+端到端神经网络的自动驾驶方案，无需 使用激光雷达等价格昂贵的硬件设备，就可以实现无人驾驶。 针对92%的出行场景为1-2人的需求，新车采用两座设计，搭配超大后备箱的布局，既可以满足大部分 打车的场景，还可以成为城市间的小型货运工具。 据特斯拉介绍，金色外观来自车身金属自身的颜色，无需喷涂，既能提升生产效率又更环保。流线型的 车身带来了超低风阻，配合特斯拉一贯出色的三电系统，让这款车实现了1度电能跑近10公里的超高能 效。为适配无人运营场景，Cybercab还配备了无线充电技术与机械臂自动清洁功能，为规模化落地做好 了充分准备。据了解 新华财经上海11月4日电（李一帆）第八届中国国际进口博览会在国家会展中心即将 ...

Core Insights - Ele.me App has been officially renamed to "Taobao Flash Purchase" after updating to version 12.0.1, currently in a gray testing phase for select users [1] - The rebranding is part of Alibaba's strategy to integrate its instant retail operations, enhancing user experience by allowing customers to receive products quickly while shopping on Taobao [1] - The competition in the instant retail sector is shifting from simple delivery subsidies to a comprehensive ecosystem involving e-commerce supply chains, local stores, and instant delivery capabilities [1] Company Developments - The "Taobao Flash Purchase" service was previously known as "Xiaoshida" and was upgraded in April, with a prominent display on the Taobao app [1] - In September, Tmall also launched the "Taobao Flash Purchase" service, enabling hour-level delivery for products from official brand flagship stores [1] - The unified branding is expected to reduce customer acquisition costs for Ele.me and enhance the variety of consumer scenarios available to users [1] Industry Trends - The integration of Ele.me into the Taobao ecosystem signifies a strategic shift in Alibaba's approach to instant retail, indicating a move towards a more cohesive brand identity [1] - The new competitive landscape emphasizes the importance of a robust supply chain and local store partnerships, rather than solely relying on delivery incentives [1]

Core Insights - The core focus of the news is on the initiatives taken by Industrial Bank to support small and micro enterprises (SMEs) through various financial services and products, highlighting significant loan disbursements and innovative financing solutions [1][2][3]. Group 1: Loan Disbursement and Growth - Industrial Bank has issued loans exceeding 480 billion yuan to 78,000 small and micro enterprises since the establishment of the financing coordination mechanism [1]. - As of September 2025, the balance of inclusive loans for small and micro enterprises is projected to exceed 590 billion yuan, with an increase of over 38 billion yuan since the beginning of the year, outpacing the growth rate of all other loan categories [1]. Group 2: Service Innovations - The bank has introduced innovative financing models such as "credit refueling" to reduce SMEs' reliance on core enterprise guarantees, thereby lowering overall financing costs in the supply chain [2]. - Digital tools like marketing screening and one-click credit assessment have been developed to enhance the efficiency of financial services for SMEs, improving their access to loans [2]. Group 3: Support for Foreign Trade and Consumption - Industrial Bank has created a one-stop service model for small foreign trade enterprises, integrating financing, risk management, and advisory services to address challenges like tariff barriers and exchange rate fluctuations [3]. - The bank is focusing on optimizing resource allocation and promoting consumption upgrades, particularly in the cultural and tourism sectors, by providing financial support for initiatives like the replacement of old consumer goods [3].

10月下旬，螺纹钢价格触底回升主要得益于利多因素的短期发酵。首先，宏观氛围向好，一方面是国内"十五 五"规划出台；另一方面则是贸易局势缓和，市场受到提振。其次，唐山近期频繁启动重污染天气Ⅱ级应急响 应，限产影响出现，钢材供应受限，给予钢价提振。最后，原料强势带来成本支撑，"反内卷"预期不断发 酵，煤炭价格强势运行、焦炭提涨持续落地、铁矿石价格重回年内高位，使得钢材成本显著抬升。 供应迎来回升 图为螺纹钢库消比 需求预期走弱 螺纹钢需求季节性回升，但下游行业并未好转，淡季来临需求预期走弱。截至10月31日当周，螺纹钢周度表 需为232.19万吨，节后连续三周回升，但仍低于节前水平，环比下降8.88万吨。当前水平依旧是近五年来同期 最低，较去年同期下降8.49万吨。此外，10月螺纹钢需求总量为927.27万吨，环比有所增加，多为季节性改善 所致，整体显著低于往年同期水平，较去年同期下降136.01万吨，降幅为12.79%，可见螺纹钢需求表现较为 疲弱。与此同时，高频每日成交数据弱势更加明显，截至10月31日，全国主要贸易商建筑钢材每日成交量10 月均值为10.13万吨，环比更是下降1.13%，而同比降幅达到16. ...

新华财经上海11月4日电中信证券研报认为，欧洲大储呈现加速增长态势，伴随欧洲负电价频发提升现 货峰谷价差，多数国家储能项目收益率已提升至10%—15%，且西班牙大停电后欧洲各国政府加大储能 支持力度，2025年有望成为欧洲大储爆发拐点。 从欧洲需求体量看，根据测算，2030年欧洲新增装机有望达到165GWh，2024-2030年预计复合增速为 40%，对应市场空间1700亿元。拆分看，东欧储能项目短期有望快速爆发，西欧和南欧远期体量更大。 国产厂商依托成本优势，有望持续提升欧洲储能份额，看好布局欧洲储能业务的电芯、系统集成环节厂 商。 （文章来源：新华财经） ...

据巴西农业部下属的国家商品供应公司CONAB，截至11月1日，巴西一茬玉米播种率为42.8%，上周为 40.0%，去年同期为42.1%，五年均值为44.5%。 （文章来源：新华财经） ...