调研过程中，陆大使听取企业项目进展情况汇报，并就企业发展方向和重点工作进行了深入交流。 110 (3) 6 2 LA 12月25日，陆旭大使赴江西国际和河南国际开展实地调研。张春法参赞陪同。 ...

Core Viewpoint - The Madagascar government has announced a ban on octopus fishing along the entire west coast to protect octopus and lobster populations, effective from December 15, 2025, to January 31, 2026 [1] Group 1: Fishing Regulations - A complete ban on octopus fishing will be enforced from December 15, 2025, to January 31, 2026, across Madagascar's entire west coast [1] - From January 1, 2026, to March 31, 2026, all activities related to lobster fishing, including capture, sale, purchase, transportation, and trafficking, will be prohibited in specific regions [1]

"2026年度消费者政策综合实施计划" 主要内容包括：扩大电动汽车火灾风险检测时消防厅自动通知服 务范围，制定数字治疗设备安全性保障指南，通过"暗黑模式"调查等加强数字消费者保护，严查并制裁 操纵商品出现概率的行为，以及启动针对老年人的定制化金融教育，提升绿色产品信息供给及购买便利 性，加快解决与个人信息泄露相关的纠纷，加强机构间合作以解决电子商务领域的纠纷等。 消费者政策委员会还向国土交通部提出一项安全标准改进建议，现行自动门安全标准仅强制要求安装防 碰撞及夹伤缓冲装置，认为该标准不符合韩国国家标准（KS），后者规定了自动门与固定门之间的安 全间隙以及自动门传感器的检测范围，故提出应改进现行的自动门安全标准。 据韩国《DAILYAN》12月23日报道，韩国消费者政策委员会23日召开第16次会议，审议"2026年度消费 者政策综合实施计划""2025年下半年消费者导向制度改革建议""强化与消费者沟通合作方案""消费者的 政策提案"共四项议题，其中表决通过"2026年度消费者政策综合实施计划"。 ...

业内人士预计，2026年全球DRAM市场规模将增长至1700亿美元，产能将是企业维持存储半导体市场竞 争力的关键。 美光2026财年第一季度(9月至11月)销售额达136.4亿美元，创下历史新高，决定将明年的生产线投资额 从180亿美元增加至200亿美元。 为应对美光追赶势头，三星电子决定恢复平泽半导体工厂建设，改建为先进存储器生产线。SK海力士 提前完成清州半导体工厂洁净室建设，用于DRAM和AI半导体生产；SK海力士龙仁工厂一期工厂提前 至2027年竣工。 据韩联社12月21日报道，随着全球存储半导体产业进入超级周期，美光业绩表现强劲，正在扩大产能。 韩国三星电子和SK海力士也加速扩大产能，巩固市场领导地位。 ...

Core Viewpoint - The South Korean Financial Commission has finalized a financial support plan for 2026, with a total of 252 trillion KRW allocated by major policy financial institutions, marking an increase of approximately 1.8% from the previous year [1] Group 1: Financial Support Allocation - The financial support for advanced strategic industries will reach 150 trillion KRW, an increase of 12 trillion KRW or about 8.9% compared to this year [1] - Specific allocations include 42.5 trillion KRW for sectors such as semiconductors, secondary batteries, biotechnology, and artificial intelligence (AI) [1] - An additional 24.7 trillion KRW will be directed towards emerging industries like nanotechnology, hydrogen energy, aerospace, military, agricultural food, and wind power [1] Group 2: Additional Financial Support - Funds for enhancing industrial structure and restructuring existing industries will amount to 32.2 trillion KRW [1] - Support for nurturing unicorn companies and small to medium-sized enterprises (SMEs) will total 19 trillion KRW [1] - To mitigate the impact of exchange rate fluctuations on business operations, a support fund of 31.8 trillion KRW will be established [1]

据韩国《金融新闻》12月24日报道，SK海力士于24日发布声明，解释放宽半导体投资限制的必要性， 指出在AI与尖端技术竞争白热化的背景下，投资灵活性关乎国家战略产业存续，是把握"投资黄金窗 口"的关键。此举旨在回应政府为支持AI半导体、电池工厂等大规模投资而修订《控股公司法》被部分 舆论指为"特定企业特惠"的争议。SK海力士表示，半导体投资规模已发生质变——龙仁集群投资额六 年内激增五倍至600万亿韩元，传统融资方式无法满足当前需求。为应对"特定企业受惠"的质疑，公司 强调推动修订控股公司相关法规，是为缓解结构性限制、支持尖端产业发展。其提出通过特殊目的公司 (SPC)进行项目投资，既不涉及金融业务，也不破坏金产分离，并将在监管机构事前审查下推进，以避 免错失全球技术竞争中的关键窗口期。 ...

为使利害关系方及时了解措施实施期限，商务部贸易救济调查局对2026年7月1日至2026年12月31日到期 的反倾销措施通知如下： 一、将于2026年7月1日至2026年12月31日到期的反倾销措施通过本通知一并对外告知（见附件），商务 部贸易救济调查局不再发布个案措施到期通知。 各利害关系方： 四、如相关国内产业或代表国内产业的自然人、法人或有关组织未按本通知的规定提出期终复审申请， 同时在相关反倾销措施到期前，商务部也未主动发起期终复审调查，则该反倾销措施将自措施到期之日 起终止实施。 根据《中华人民共和国反倾销条例》第四十八条规定，反倾销税的征收期限和价格承诺的履行期限不超 过５年；但是，经复审确定终止征收反倾销税有可能导致倾销和损害的继续或者再度发生的，反倾销税 的征收期限可以适当延长。 商务部贸易救济调查局 二、在本通知附件所列个案反倾销措施到期日60天前，相关国内产业或代表国内产业的自然人、法人或 有关组织如认为，终止该措施有可能导致倾销和损害的继续或者再度发生的，可以书面形式向商务部提 出期终复审申请。 三、期终复审申请书应包含：要求进行期终复审的明确表示，终止该反倾销措施将可能导致倾销和损害 的 ...

| 食品饮料ETF | 2 | | --- | --- | | (产品代码: 515170) | (产 | | ★ 跟踪：中证细分食品饮料产业主题指数 | ★ 跟踪:中证动漫游戏 | | 近五日涨跌： -0.71% | 近五日涨跌:1.6 | | 市盈率: 20.19倍 | 市盈率: 37.42位 | | 资金流向: 最新份额为105.6亿份, 减 | 资金流向: 最新 | | 少了1.3亿份，净申 | J 1.0 | | 赎-7651.7万元。 | 儿。 | | 估值分位：18.68% | 估值分位:56.48 | （原标题：现代汽车加快自动驾驶等技术研发） 据韩国《每日经济》12月24日报道，现代汽车集团会长郑义宣24日前往自动驾驶软件开发子公司，试驾自动驾驶试验车型，敦促加快开发更 先进的量产车型。 分析认为，近期全球汽车制造商纷纷部署自动驾驶技术并进军韩国市场，现代汽车有望在明年第三季度推出搭载自研SDV技术的新一代自动 驾驶汽车。 此外，现代汽车集团还在AI机器人领域积极扩张。 ...

Core Insights - The 2025 Hainan International Health and Wellness Industry Expo focuses on exploring new opportunities in health tourism and wellness in the context of China's aging population [1][2] - By the end of 2024, the elderly population aged 60 and above in China is projected to reach 310.31 million, accounting for 22% of the total population, highlighting the urgent need for wellness services [1] - Hainan is actively transforming its wellness resource advantages into industrial strengths, aiming to develop a comprehensive wellness industry that includes various regional specialties [1] Group 1 - The expo spans three days and covers an exhibition area of 37,000 square meters, featuring over 400 renowned domestic and international companies [2] - The event showcases cutting-edge achievements in smart wellness technology, traditional Chinese medicine wellness, and high-end medical equipment [2] - A variety of thematic forums and activities, including the release of the 2025 China Wellness Industry Trend Report, are organized to provide a comprehensive experience for attendees [2] Group 2 - The expo includes participation from over 20 provinces and municipalities, displaying iconic wellness products and unique cultural tourism resources [2] - The event aims to present a holistic ecosystem of the wellness industry, covering aspects such as medical care, food, accommodation, transportation, and tourism [2] - Additional activities such as public health consultations by renowned experts and promotional events are also part of the expo, enhancing the overall engagement [2]

Core Insights - The 2025 China (Shanghai) International Men's Lifestyle Expo is held from December 26 for three days, focusing on the theme "Brave the Tide, Understand Life Better" [1] - The expo emphasizes the "he economy," showcasing innovations in smart wearables, functional clothing, and green craftsmanship [1] Industry Focus - The event highlights the growing trend of the "he economy," which targets male consumers and their lifestyle preferences [1] - Innovations in smart wearables and functional apparel are key areas of interest, indicating a shift towards technology integration in men's fashion [1] - The emphasis on green craftsmanship reflects a broader industry trend towards sustainability and eco-friendly practices [1]