记者丨杨坪 编辑丨巫燕玲 36.9亿元算力大单"不翼而飞"后，"算力黑马"海南华铁（603300.SH）股价不出意外地一字跌停。 | < 日 | 海南华铁(603300) | | | | | --- | --- | --- | --- | --- | | | 闭市 10-09 15:00:02 融 通 | | | | | | 8.71 | | | 28.5 万得 월 그 | | | -0.97 -10.02% 换 1.00% 市值 174亿 市净 | | | 2.65 | | 分时 | モ日 | | 周K 月K | 更多 ◎ | | 叠加 | | | | 盘口 资金 均价:8.71 | | 10.65 | | | | 10.02% | | | | | | 成交统计 | | | | | | 动 # 勘 # 学 | | 9.68 | | | | 0.00% 超大 0元 0.00% | | | | | | 大車 0元 0.00% | | | | | | 中東 0元 0.00% | | | | | | 小单 0元 0.00% | | 8.71 | | | | -10.02% | | 9:30 | | 11:30/13 ...

1 0月9日，港股上市公司Mir x e s Ho l d i n g Comp a n y Limit e d（股票代码：2 6 2 9 .HK，以下简 称"Mir x e s觅瑞"）发布公告，其核心产品觅小卫 ® （英文名：GASTROCl e a r™ ） 正 式获 得 中国国家药品监督管理局（NMPA）第三类医疗器械注册证。该产品成为国内首个针对胃癌早 筛适应症的无创检测产品，这也是中国发出的第一张胃癌筛查的体外诊断（IVD）注册证，填 补了我国无创胃癌早筛领域空白，标志着我国胃癌早筛迈入无创精准新时代。 觅小卫 ® 的获批依托于严谨的临床试验和优异的数据。其适用人群严格依照《胃癌筛查与早 诊早治方案（2 0 2 4版）》关于胃癌高风险人群的定义， 即年龄≥4 5岁，且符合以下任意一项 条 件 者 ： 居 住 于 胃 癌 高 发 地 区 ； 一 级 亲 属 有 胃 癌 病 史 ； 尿 素 呼 气 试 验 （ ur e a br e a th t e st ， UBT）、血清Hp抗体、粪便Hp抗原检测任一阳性；存在吸烟、重度饮酒、高盐饮食、腌制 食品摄入等不良习惯；患有慢性萎缩性胃炎、胃溃疡、胃息肉等疾 ...

来源丨南方日报 编辑丨黎雨桐 5000亿新型工具落地，有望拉动超5万亿投资 金价连创新高，该配置多少？达利欧回应 核聚变概念狂飙，多股20CM涨停，芯片股午后跳水，华虹公司炸板 SFC 21君荐读 瑞典斯德哥尔摩当地时间10月9日13:00（北京时间19:00），瑞典文学院宣布，将2025年诺贝 尔文学奖授予拉斯洛·克拉斯纳霍尔凯 (László Krasznahorkai)，颁奖词是："以表彰他引人入 胜且富有远见的作品，在世界末日的恐怖中，再次证明了艺术的力量。" ...

10月9日， 阿维塔 发布声明：2025年10月05日福建省宁德市霞浦县，一辆阿维塔06在停车场 发生火灾。阿维塔团队第一时间抵达现场协助用户处理问题，支持有关部门处理火情，并提供 完整的车辆数据，配合消防部门开展火调工作。根据当地相关部门的最新反馈：起火发生在副 驾驶座椅位置，火灾发生时，电池包的电压、温度、气压均正常，排除动力电池、驱动电机、 高压电控故障等导致起火。可能导致起火的其他原因，相关部门正在进一步查验中。我们深 知，每一位用户的信任都无比珍贵。阿维塔将自始至终全力协助车主妥善处理后续事宜，尽最 大努力减少车主财产损失。感谢社会各界的关注与理解。 此前报道： 福建宁德一辆阿维塔停车起火，致8车焚毁 来源丨@阿维塔 官方微博、2 1视频（编辑：王学权） 编辑丨金珊 SFC ...

记者丨谭婷 见习记者刘夏菲 编辑丨江佩霞 10月9日，港股恒生银行（0011.HK）盘中一度飙升41％，报168港元，股价创历史新高，截至收盘，涨25.88%，报149.8港元/股。值得注意的 是，其控股股东汇丰控股（0005.HK）则跌5.97%，报104港元/股。 | < W | 恒生银行(0011) | | | --- | --- | --- | | | 闭市 10-09 16:08:34 通 | | | 149 800 额 84.4亿 股本 18.76亿 市盈"" | | 19.6 万得 | | 30.800 25.88% 换 2.99% 市值 2810亿 市净 1.65 | | 盘口 | | 人民币柜台 137.000 28.100 25.80% | | | | 关时 五日 日K | 周K 月K | | | 营加 | | 均价:150.470 盘口 成交 | | 168.000 | | 41.18% 卖10 150.800 4.20万(32) | | | | 卖9 150.700 9.00万(29) | | | | 卖8 150.600 6.40万(32) | | | | 实 / 150.500 2 ...

Core Insights - The 2025 Greenwich Economic Forum focused on private capital cycles, AI and finance integration, alternative asset opportunities, and global macroeconomic outlooks [1] - Ray Dalio discussed the interplay of five major forces shaping the current macroeconomic landscape, which include debt, political polarization, international power dynamics, natural shocks, and technological advancements [5][6] Group 1: Five Major Forces - The first force is the long cycle of "debt-money-credit," where credit expansion drives demand, but debt burdens can lead to supply-demand mismatches and slower growth [6] - The second force involves wealth and value divergence leading to political polarization, complicating traditional negotiation mechanisms [6] - The third force is structural friction between rising powers and existing hegemonies in the international landscape [6] - The fourth force consists of periodic natural shocks (e.g., droughts, diseases) that can be as damaging as wars [6] - The fifth force is the leap in human knowledge, particularly through technological revolutions, which fundamentally drives improvements in life expectancy and income [6] Group 2: Economic Policies and Asset Allocation - Dalio characterized the current U.S. fiscal and financial state as a "debt-for-debt" phase, with widening spending and income gaps, leading to increased reliance on government bonds [7] - He emphasized that gold is a significant asset, acting as a "second reserve currency," especially when fiat currency credibility is diluted by debt and deficits [7][8] - In terms of asset allocation, Dalio advocates for a "neutral portfolio" to maximize after-tax returns and diversification before making tactical adjustments [9] - Gold has seen a significant rise, surpassing $4000 per ounce, with a year-to-date increase of nearly $1400 per ounce, reflecting its role as a diversifying asset [9][10] Group 3: Market Dynamics and Regional Focus - Dalio expressed a cautious view on debt assets, preferring to be bullish on gold given the current credit conditions [10] - He noted the complexity of monetary policy, highlighting disparities between high-income groups and lower-income groups, making a one-size-fits-all approach ineffective [10] - Comparing the current situation to historical periods of fiscal and monetary resets, he warned of potential currency devaluation and political fragmentation [10] - Regarding regional asset allocation, Dalio suggested maintaining a higher weight in U.S. assets due to their size and liquidity while keeping exposure to Chinese assets, which require structural reforms [11]

9月29日，国家发展改革委对外宣布， 新型政策性金融工具规模共5000亿元，全部用于补充项 目资本金 。当天，国家开发银行、中国农业发展银行、中国进出口银行全额出资的专门公司 成立，分别是国开新型政策性金融工具有限公司、农发新型政策性金融工具有限公司、进银新 型政策性金融工具有限公司。 随后，新型政策性金融工具在加快投放。9月29日以来， 江苏、安徽、广西、广东、河 北、海南、福建、重庆等 多地对外宣布，首批新型政策性金融工具资金完成投放。这些资 金 投向了城市更新、交通、水务、物流、能源、农业农村、供热管网、环境保护等领域的 项目 。 21世纪经济报道记者梳理地方披露信息发现，新型政策性金融工具的融资期限较长， 部分项 目获批融资期限在15—20年；该新型工具全部用于重点领域重大项目资本金，但是不得超过全 部资本金比例的50% ——这些资金能较大缓解项目资本金不足的问题，还能与项目回报周期 较长的状况相匹配。 新型工具跑步前进 从地方披露信息来看， 交通、城市更新、能源等领域项目较快落地 。 无锡市发展改革委消息显示，无锡至宜兴城际轨道交通工程此次获批新型政策性金融工具资金 31.99亿元（其中一期14.3 ...

Core Viewpoint - The Ministry of Commerce and the General Administration of Customs of China announced the implementation of export controls on lithium batteries and artificial graphite anode materials to safeguard national security and fulfill international obligations [1][2]. Group 1: Export Control Items - Lithium battery-related items include rechargeable lithium-ion batteries with a weight energy density of 300 Wh/kg or more, along with manufacturing equipment such as winding machines, stacking machines, and liquid injection machines [1]. - Cathode materials subject to control include lithium iron phosphate with a density of 2.5 g/cm3 or more and nickel-cobalt-manganese hydroxide precursors [1]. - Graphite anode materials include artificial graphite and mixed anode materials, along with production equipment like granulation and graphitization devices [1][4]. Group 2: Export Procedures - Exporters must apply for permits according to the Export Control Law and related regulations, ensuring the authenticity of declared goods and properly identifying controlled items [2]. - The announcement will take effect on November 8, 2025, and the list of controlled dual-use items will be updated accordingly [2].

Core Viewpoint - The Ministry of Commerce and the General Administration of Customs of China announced the implementation of export controls on certain rare earth equipment and raw materials to safeguard national security and fulfill international obligations [1][2][3]. Group 1: Export Control Items - Export controls will apply to various rare earth production and processing equipment, including centrifuge extraction devices and ion-type rare earth mineral continuous removal equipment with a daily processing capacity of 5000 m³ or more [1][2]. - Specific equipment characteristics are outlined, such as roasting kilns with dimensions ranging from Φ1.8×20 m to Φ4.6×80 m and reaction temperatures not exceeding 850 ℃ [1][2]. - Additional controlled items include extraction tanks, ion adsorption devices, and various types of furnaces and reactors used in rare earth processing [1][2][3]. Group 2: Raw Materials and Chemicals - The announcement includes controls on rare earth raw materials, such as specific types of rare earth minerals and extraction agents [5][6]. - Exporters must apply for licenses for controlled items and ensure accurate declaration of goods, including marking controlled items on customs declarations [4][6]. - The list of controlled items will be updated in accordance with the "Export Control List of Dual-Use Items" [6].

1. 线径小于等于45μm； 2. 所含金刚石平均粒径小于等于8μm； 3. 破断拉力小于等于16N。 10月9日，商务部、海关总署公布对超硬材料相关物项实施出口管制的决定。 根据《中华人民共和国出口管制法》《中华人民共和国对外贸易法》《中华人民共和国海关 法》《中华人民共和国两用物项出口管制条例》有关规定，为维护国家安全和利益、履行防 扩散等国际义务，经国务院批准，决定对下列物项实施出口管制： 一、2C902.a．平均粒径小于等于50μm的人造金刚石微粉（参考税则号列：71051020） 二、2C902.b．平均粒径大于50μm且小于等于500μm的人造金刚石单晶（参考税则号列： 71051020） 说明：2C902.b项不管制用于装饰、首饰的培育钻石。 三、2C902.c．具有以下所有特性的人造金刚石线锯： 六、2E902 直流电弧等离子体喷射化学气相沉积（DCPCVD）工艺技术 出口经营者出口上述物项应当依照《中华人民共和国出口管制法》《中华人民共和国两用物 项出口管制条例》的相关规定向国务院商务主管部门申请许可。 出口经营者应当对报关商品的真实性负责，加强出口物项识别，属于管制物项的，必须在报 关单备 ...