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]

Group 1 - The World Bank forecasts Malaysia's economic growth rate to be 3.9% in 2026 [1] - The estimated economic growth rate for Malaysia this year is 4.2%, but a slowdown is expected next year due to declining growth in most economic sectors, excluding tourism [1] - The World Bank predicts that Malaysia's inflation rate will reach 4.2% in 2026, and the fiscal deficit is expected to widen to 13% of GDP [1]

Core Viewpoint - Africa is projected to face a financing gap of nearly $83 billion by 2026, the highest since 2021, prompting governments to diversify and innovate their financing methods to address rising fiscal and debt service pressures [1] Group 1: Financing Gap - The financing gap for African countries is expected to reach approximately $83 billion by 2026, marking the highest level since 2021 [1] - Traditional financing channels are becoming limited, leading to a gradual reduction in reliance on euro-denominated debt [1] Group 2: Innovative Financing Methods - African governments are expected to adopt more diversified and innovative financing methods, including ESG bonds, infrastructure bonds, and diaspora bonds, to address the funding shortfall [1] - To mitigate exchange rate risks, some countries may issue foreign currency debt denominated in currencies other than the US dollar and euro, or optimize their debt structure through currency swaps [1] Group 3: Market Conditions - The limited additional financing space from the International Monetary Fund and the saturation of domestic bond markets are key factors driving the shift in financing methods [1] - Over-reliance on domestic government bonds may crowd out private sector financing and exacerbate systemic sovereign risk [1] - High interest rates on euro-denominated debt are locking in high-cost financing, further increasing the debt burden for African nations [1]

南非独立传媒网站12月18日报道， 南非统计局（Stats SA）最新数据显示,2025年11月南非消费者价 格指数（CPI）同比上涨3.5%，较10月的3.6%小幅回落，显示通胀水平持续降温。 数据显示，商品通胀已降至2.9%，而服务通胀略升至4.1%，住房及公用事业以及食品和非酒精饮 料仍是主要推升因素。南非经济研究局（BER）指出，燃油价格稳定对抑制通胀发挥了重要作用，但 水、电等公共事业收费及服务价格仍对通胀构成上行压力。 经济学家预计，若兰特持续走强、国际油价维持低位，通胀有望继续回落。市场预计，南央行下次 会议降息的概率约为50%，并普遍预期2026年将出现多次降息，预计2026年南CPI将大概率维持在3%至 4%区间。 （原标题：2025年11月南非CPI同比增长3.5%） ...

Core Viewpoint - The South African Development Bank (DBSA) has provided a $200 million loan to the Lobito Atlantic Railway concessionaire, aligning with its regional integration strategy, confirmed during a signing ceremony in Washington, D.C. [1] Group 1: Loan Details - The total loan agreement amounts to $753 million, which includes a $553 million loan from the U.S. International Development Finance Corporation (DFC) [1] - The funds will be used to repair a railway in Angola that connects the Lobito port mineral terminal to Luau, located at the border of Angola and the Democratic Republic of Congo [1] Group 2: Strategic Importance - The railway concession is held by a consortium consisting of Trafigura, Mota-Engil, and Vecturis, with a 30-year operating license [1] - The railway aims to transport key minerals such as copper and cobalt from resource-rich areas in the Democratic Republic of Congo to international markets [1] - DBSA emphasizes that the $200 million funding aligns with its regional integration strategy, highlighting the importance of creating an efficient multimodal transport system to maximize throughput in the region [1]