日元则直线跳水，9月8日早间，日元汇率直线跳水，美元兑日元汇率一度大涨0.79%，截至北京时间11时许，涨幅 约0.5%。 当地时间周一（9月8日），日股高开，日经225指数开盘涨1%，小幅震荡后涨幅持续扩大，盘中最高涨超1.88%。 同时， 日本东证指数突破8月18日高点，一度升至历史高点3135.77点，截至10：30，日内涨幅超0.9%。 消息面上，据央视新闻报道，当地时间7日18时左右，日本首相、自民党总裁石破茂在首相官邸举行紧急记者会， 宣布决定辞去自民党总裁职务。 当地时间8日早间，日本自民党陆续召开临时高层会议和选举管理委员会会议，正 式对实施总裁选举进行讨论。选举的具体日程及形式或最快于明天公布。 目前，自民党在国会参众两院均未达到多数席位，陷入"双少数"困境，谁将接任党总裁及首相一职，仍难以预料。 出品 | 2 1财经客户端 南财快讯工作室 编辑 | 江佩佩 张嘉钰 部分资料来自2 1世纪经济报道（记者：胡慧茵 ） 华夏银行被罚8725万元 食品标签迎数字化变革：消费有哪些利好？企业如何转变？ 特朗普称准备对俄罗斯实施第二阶段制裁 2 1君荐读 SFC 日本国债市场仍处于风暴前沿 据21世纪 ...

记者丨万倩倩 赵阳 庞华玮 编辑丨梁明 姜诗蔷 江佩佩 9月8日，市场早盘震荡分化，截至午盘，上证指数涨0.17%报3818.82点，深证成指涨0.16%， 创业板指跌1.33%，北证50涨2.91%，刷新历史新高，科创50跌0.04%，A股半日成交1.68万亿 元。盘面上热点快速轮动，超3300只个股上涨。 | 盘面上，PEEK材料、航运、电解液概念强势领涨，CPO、覆铜板、高速铜概念跌幅居前。 | | --- | | 代码 | 名称 | 涨跌幅 | | --- | --- | --- | | 8841746 | PEEK材料指数 | 8.29% | | 8841436 | 航运精选指数 | 5.90% | | 884894 | 锂电电解液指数 | 5.79% | | 8841635 | 减速器指数 | 3.78% | | 8841557 | 培育钻石指数 | 3.38% | | 8841902 | 宇树机器人指数 | 3.40% | | 884869 | 锂电正极指数 | 3.24% | | 8841699 | 人形机器人指数 | 3.09% | | 884126 | 机器人指数 | 3.04% | | ...

Core Viewpoint - The traditional Chinese medicine (TCM) industry is experiencing structural opportunities driven by policy support, price adjustments, technological innovations, and differentiated demand, with notable performance disparities among leading companies in the A-share market [1][4]. Group 1: Company Performance - Yunnan Baiyao is the only company among the top five TCM firms to achieve both revenue and net profit growth, reporting revenue of 21.257 billion yuan (up 3.92%) and a net profit of 3.633 billion yuan (up 13.93%) [5][6]. - In contrast, Pizhou Huang experienced declines in both revenue and net profit, with revenue of 5.379 billion yuan (down 4.81%) and a net profit of 1.442 billion yuan (down 16.22%), marking the first decline since its listing in 2003 [5][6]. - Baiyunshan reported revenue of 41.835 billion yuan (up 1.93%) but a net profit decline to 2.516 billion yuan (down 1.31%) [7]. - Huaren Sanjiu achieved revenue of 14.810 billion yuan (up 4.99%) but saw a significant net profit drop to 1.815 billion yuan (down 24.31%) [7]. Group 2: Industry Trends - The TCM industry is transitioning from resource dependence to quality orientation, with enhanced quality control of medicinal materials and a significant price adjustment in the supply chain [4][6]. - The normalization of centralized procurement is accelerating market differentiation within the industry [4]. Group 3: Research and Innovation - Innovation is emphasized as a core driver for the development of the pharmaceutical industry, with major TCM companies focusing on various research initiatives [9][10]. - Yunnan Baiyao is actively pursuing projects in secondary innovation development and rapid drug-device development, with 37 ongoing projects [10]. - Huaren Sanjiu has increased its R&D investment to 662 million yuan (up 68.99%) and has 205 projects in progress, focusing on classic formulas and innovative TCM [11].

受台风 "塔巴" 影响， 珠三角和东部的部分地区有雨，局地雨势明显。正值早高峰出行时间， 出行注意交通安全。 今年第16号台风"塔巴"已于9月7日17时加强为强热带风暴级。 今天（9月8日）7时，台风"塔巴"中心位于北纬21.6度、东经112.7度，位于广东省台山市近 海，中心附近最大风力11级，达到30米每秒的风速，中心最低气压980百帕。 预计，"塔巴"将以每小时20-25公里的速度向北偏西方向移动，强度变化不大。 暴雨黄色预警 中央气象台9月8日06时继续发布暴雨黄色预警： 预计，9月8日08时至9日08时， 广东中南部、广西中东部有大到暴雨，其中，广西东部、广东 西南部等地部分地区有大暴雨 ，局地有特大暴雨（250～280毫米）； 江苏北部、安徽北部和 西南部、重庆东北部、湖北西部和东北部等地部分地区有大雨，局地暴雨（50～70毫米） ， 上述部分地区伴有短时强降水（最大小时降雨量20～50毫米，局地可超过70毫米），局地有雷 暴大风等强对流天气。 台风黄色预警 中央气象台9月8日06时继续发布台风黄色预警： 今年第16号台风"塔巴"的中心今天（8日）早晨5点钟位于广东省台山市近海海面上，就是北纬 2 ...

直播行业乱象层出不穷。 近日，上海市场监管部门通报了一批电商虚假营销案例，这是上海首次针对奢侈品直播带货中 涉嫌售假的行为作出公开处置。上海妃鱼网络科技有限公司杭州第二分公司（以下简称"当事 人"）因在直播带货中采用虚假抢购方式进行虚假营销，被处以罚款20万元。 据通报，当事人主要通过其在电商平台运营的店铺和账号从事直播营销，实际经营场所位于上 海市宝山区。2024年1月11日，当事人在某平台直播中，推出一款红色"香奈儿"箱包，售价 7999元，并要求消费者按付款顺序抢拍。 1月12日，当事人通过伪造页面信息的方式，告知唯一成功抢拍的消费者并未实际抢拍成功， 多次要求其退款。平台协查确认该消费者为唯一有效购买人。监管部门认定，该行为违反《网 络交易监督管理办法》第十四条第二款第三项的规定，构成虚假营销。 记者丨 陶力 实习生蒋雨彤 编辑丨骆一帆 公开资料显示，二手奢侈品直播电商渠道品牌妃鱼成立于2016年，曾在2021年获得近3000万 美元B轮融资，由五岳资本N5Capital和某美元基金联合领投，君联资本、经纬中国、晨晖创投 等老股东加码跟投。 近年来，随着互联网经济的不断发展，直播带货作为新型电商模式呈 ...

Group 1 - The article discusses President Trump's announcement regarding the preparation for a second phase of sanctions against Russia, although specific actions or details were not provided [1] - Trump has previously threatened further sanctions against Russia, indicating that the U.S. has not yet initiated the second or third phases of sanctions as of September 3 [1] Group 2 - Alibaba's co-founder Jack Ma's company invested 310 million yuan in Ethereum, highlighting the growing interest in cryptocurrency investments [2] - Huaxia Bank was fined 87.25 million yuan, indicating regulatory scrutiny in the banking sector [2] - The 4.0 version of the "High Quality Conference" attracted over 30,000 participants, suggesting a significant increase in trade cooperation and engagement [2]

Core Viewpoint - Yunfeng Financial has approved the purchase of ETH as a reserve asset, indicating a strategic shift towards digital assets and a commitment to increasing investment in this area [1][3]. Group 1: Investment Activities - As of the announcement date, Yunfeng Financial has acquired a total of 10,000 ETH, with a total investment amount of $44 million (approximately 314 million RMB), funded entirely from the company's internal cash reserves [1]. - The company has entered into a strategic partnership with Ant Group's Ant Financial and made a strategic investment in Pharos Network Technology Limited to explore tokenization of real-world assets (RWA) and Web3 applications [3]. Group 2: Market Performance - As of September 5, Yunfeng Financial's stock price has surged nearly 277% year-to-date, reflecting strong market interest and confidence in the company's strategic direction [3]. Group 3: Market Conditions - Recent market conditions have seen a sudden drop in cryptocurrency prices, with Ethereum experiencing a slight recovery but still down 0.19%, and trading volume decreasing by nearly 40% in the last 24 hours [5].

Core Viewpoint - Hubei's economy has surpassed 6 trillion yuan, achieving its "14th Five-Year Plan" goals ahead of schedule, driven by the integration of traditional industries and new growth drivers, as well as talent return and regional interaction [3][4]. Economic Growth and Industrial Transformation - Hubei's geographical advantages as a central hub in China, along with its rich industrial base in automotive, optoelectronics, and health sectors, have contributed to its economic growth [3][4]. - The province is undergoing industrial transformation, particularly in the automotive sector, where traditional manufacturers are shifting towards new energy vehicles [7][8]. - Hubei's automotive industry is expected to exceed 1 trillion yuan by 2024, with new energy vehicles accounting for a significant market share [8]. Low-altitude Economy Development - Hubei is actively developing its low-altitude economy, with a focus on drone production and logistics, exemplified by the establishment of a general airport in Zhushan County [9][10]. - The low-altitude economy is enhancing logistics efficiency in rural areas, significantly reducing delivery times and increasing local economic activity [9][10]. Regional Specialty Industries - Traditional industries in Hubei are leveraging digital transformation to expand market reach, as seen in the textile and e-commerce sectors in Tianmen [12][13]. - Hubei's agricultural sector, particularly in mushroom production, has seen significant growth through e-commerce and export initiatives [13][14]. Cultural and Tourism Development - The cultural and tourism sector is becoming a key driver of economic growth in Hubei, with significant increases in visitor numbers and revenue [17][19]. - Hubei is focusing on enhancing its cultural heritage and tourism infrastructure, as demonstrated by initiatives in Yunmeng County and the development of the Wudang Mountain tourism project [19][20]. Conclusion - Hubei's economic strategy emphasizes the integration of traditional and new industries, the development of low-altitude economies, and the enhancement of cultural tourism, positioning the province for sustainable growth and competitiveness in the future [21][22].

Core Viewpoint - The article highlights the recent surge in major asset restructuring activities among A-share companies, with over ten companies announcing related developments and plans in a short period [1][12]. Group 1: Major Asset Restructuring Announcements - On September 7, *ST Bosen announced plans to sell a 35% stake in Shaanxi Bosen Apparel Intelligent Manufacturing Co., Ltd. to Nantong Erfangji Co., Ltd. for cash, resulting in the company no longer holding any equity in Shaanxi Bosen post-transaction [3][4]. - The transaction is expected to constitute a major asset restructuring as defined by the regulations, but it will not involve issuing shares or changing control of the company [4]. - *ST Bosen's financial performance has been declining, reporting a revenue of 51.95 million yuan and a net loss of 10.46 million yuan for the first half of 2025, with warnings of potential delisting if financial indicators trigger relevant conditions [4]. Group 2: Cross-Industry Moves - On the same day, Sunflower, a pharmaceutical manufacturer, announced plans to acquire controlling stakes in both Xi Pu Materials Technology Co., Ltd. and 40% of Zhejiang Beid Pharmaceutical Co., Ltd. through cash and/or share issuance, with plans to raise matching funds [7][9]. - The acquisition of Xi Pu Materials, which focuses on advanced materials for the semiconductor market, marks a significant cross-industry move for a pharmaceutical company [9]. - Prior to the announcement, Sunflower's stock surged over 14% in intraday trading, closing with an 11.96% increase, bringing its total market capitalization to 6.38 billion yuan [9]. Group 3: Overall Market Activity - As of September 7, a total of 13 A-share companies have disclosed progress in mergers and acquisitions this week, indicating a robust activity in the market [13][14]. - Notable companies involved include Watteco, Kuangda Technology, and others, with various acquisition plans ranging from minority stakes to full ownership [14]. - The stock market has reacted positively, with several companies in the mergers and acquisitions sector experiencing significant price increases [14].

Core Viewpoint - The Copenhagen Fashion Week is expanding its scope by incorporating talents from other Nordic countries, marking a significant shift as it approaches its 20th anniversary. This year's event featured 45 brands, including both established and emerging designers, highlighting the need for innovation in a rapidly changing fashion market [1][10]. Group 1: Event Highlights - The 2026 Copenhagen Fashion Week saw participation from 45 notable brands and emerging designers, including Cecilie Bahnsen and Rotate, as well as the return of designer Anne Sofie Madsen after eight years [1][3]. - The event emphasized the importance of innovation and diverse design approaches, as brands sought to differentiate themselves in a saturated market [1][4]. Group 2: Designer Innovations - Anne Sofie Madsen's return showcased a blend of fashion and art, with her new collection featuring unique design elements that challenge traditional fashion norms, such as transforming a motorcycle jacket into a dress [4][6]. - Rotate, founded by Jeanette Madsen and Thora Valdimarsdottir, focused on a modern take on 1970s bohemian styles, emphasizing practicality and user needs in their designs [8][9]. Group 3: Market Dynamics - The fashion industry is recovering, with consumers favoring classic designs with slight innovations over overly complex styles, indicating a shift in market preferences [9]. - Brands like Rotate are strategically targeting specific regional markets, such as Germany and the Middle East, to enhance their growth potential while maintaining clear pricing strategies [9][12]. Group 4: Challenges and Opportunities - Copenhagen faces challenges in retaining talent and brands as many successful designers move to larger fashion capitals like Paris for broader exposure and resources [11][12]. - The Copenhagen Fashion Week's CEO emphasized collaboration over competition with established fashion weeks, aiming to support local brands while acknowledging the need for a more robust local ecosystem to sustain growth [13].