★ 宏观动态 ★ 2025年前三季度国内居民出游人次49.98亿，同比增长18.0% 文化和旅游部今天发布2025年前三季度国内旅游市场数据情况。根据国内居民出游抽样调查统计结果，2025年 前三季度，国内居民出游人次49.98亿，比上年同期增加7.61亿，同比增长18.0%。其中，城镇居民国内出游人 次37.89亿，同比增长15.9%；农村居民国内出游人次12.09亿，同比增长25.0%。 广交会带动消费热 广州口岸离境退税金额创历史新高 据央视新闻，第138届广交会正在举行中。截至10月19日17时，已有超15.7万名境外采购商线下参会，为入境 消费带来强劲动力。据广州海关统计，10月1日至10月20日，广州口岸离境退税申请金额超2700万元，同比增 长120%，创历史新高。 广东：支持工业智能算力应用，培育工业软件和智能装备 广东省人民政府办公厅印发《广东省人工智能赋能制造业高质量发展行动方案（2025—2027年）》，鼓励地市 设立"模型券"，支持企业购买工业模型服务。依托专业机构建立工业模型评测体系，评估工业模型综合能力。 支持企业利用韶关数据中心集群、各地市算力基础设施等各类智算资源，训练开发工业 ...

Core Viewpoint - The anticipated meeting between President Trump and President Putin may face delays due to the postponement of a pre-meeting among senior diplomatic aides, raising concerns about the potential for a swift summit [1][3]. Group 1: Meeting Developments - The planned pre-meeting among diplomatic aides has been shelved, which could hinder the prospects of a Trump-Putin meeting [3]. - A White House official indicated that there are disagreements between Rubio and Lavrov regarding Russia's potential cessation of its offensive in Ukraine [3][4]. - The last face-to-face summit between Trump and Putin occurred over two months ago, which did not yield a formal agreement but was deemed to have made progress [4]. Group 2: Statements and Positions - Trump expressed a desire for a peaceful resolution to the conflict, emphasizing the need for immediate ceasefire along current front lines [5][6]. - Trump suggested that the current territorial divisions in the Donbas region should be maintained, with approximately 78% of the land under Russian control [6]. - Ukrainian President Zelensky reiterated Ukraine's stance on ceasefire conditions, rejecting Russia's demands for a full withdrawal from the Donetsk and Luhansk regions [7].

Group 1 - The newly elected Japanese Prime Minister, Sanae Takaichi, has announced her cabinet, which includes several first-time ministers [1] - Takaichi's election marks her as the first female Prime Minister in Japan's history, and she is known for advocating expansionary fiscal policies and increased defense spending [1] - The Japanese House of Representatives holds priority in legislative decisions and Prime Minister appointments, which can lead to a resolution process if there is a disagreement with the House of Councillors [2]

Core Viewpoint - The flu season in China is expected to arrive earlier this year, with a different dominant strain compared to last year, primarily the H3N2 strain, which may lead to increased infection rates [1][2]. Group 1: Flu Characteristics - The main circulating strain this year is H3N2, contrasting with last year's H1N1, resulting in lower immunity among the population [2]. - Clinical symptoms of flu include high fever, cough, sore throat, muscle aches, fatigue, and headaches, which are more severe compared to common colds [2][3]. Group 2: Vaccination Recommendations - Vaccination is the most effective method to prevent flu and reduce severe cases, with the recommended vaccination period being from September to November [4]. - Annual vaccination is necessary due to the rapid mutation of flu viruses, ensuring protection against the current year's strains [5][6]. - High-risk groups, including children under 5, the elderly over 65, pregnant women, and those with chronic health conditions, should prioritize vaccination [7][11]. Group 3: Vaccine Types - The available flu vaccines in China include trivalent and quadrivalent options, with quadrivalent vaccines covering an additional B strain [9]. - Despite the additional strain in quadrivalent vaccines, the effectiveness difference between trivalent and quadrivalent vaccines is minimal, and individuals are advised to get whichever is available [9]. Group 4: Special Considerations for Children - Children, especially those under 5, are at higher risk for severe complications from flu, necessitating careful monitoring and preventive measures [10][12]. - Parents should ensure adequate hydration, nutrition, and rest for infected children, and seek medical attention if symptoms persist [12].

Core Viewpoint - The article discusses the recent comments made by U.S. President Trump regarding Taiwan and the response from the Chinese Foreign Ministry, emphasizing China's firm stance on Taiwan as an inseparable part of its territory and the importance of maintaining communication between the leaders of China and the U.S. [1] Group 1 - The Chinese Foreign Ministry reiterated its consistent and clear position on Taiwan, stating that it is an inseparable part of China and that the Taiwan issue is purely a domestic matter for China [1] - The spokesperson, Guo Jia Kun, expressed China's willingness to strive for peaceful reunification while firmly opposing any attempts to separate Taiwan from China by any individual or force [1] - Guo emphasized the irreplaceable strategic role of leader diplomacy in U.S.-China relations, highlighting the close communication and interaction between the two countries' leaders [1]

Core Viewpoint - The launch of monthly average price futures for LLDPE, PVC, and PP at Dalian Commodity Exchange aims to enhance liquidity and provide a pricing tool that aligns with the purchasing and sales practices of enterprises in the chemical industry [1][2][3]. Group 1: Launch Details - The first three chemical monthly average price futures will be listed on October 28, with contracts for the months of February, March, and April 2026 [1][3]. - The trading unit for these contracts is set at 5 tons per lot, with a minimum price fluctuation of 1 RMB per ton [2][3]. - The contracts will be included in the range of tradable products for qualified foreign institutional investors starting from the night session on October 28 [1]. Group 2: Pricing Mechanism - The pricing mechanism for the monthly average price futures will utilize a "phased calculation" model to ensure price fairness and mitigate market manipulation risks [3]. - During the month prior to the contract month, the daily settlement price will be directly linked to the corresponding physical delivery futures contract's settlement price [3]. - Once in the contract month, the settlement price will be calculated as an arithmetic average of the actual settlement prices and estimated values, reflecting the "monthly average" pricing logic more accurately [3]. Group 3: Industry Impact - The introduction of monthly average price futures is expected to enrich enterprises' pricing strategies in spot trading, providing a fair average price signal and enabling more diverse risk management strategies [5]. - The launch is seen as a significant step for the plastic industry, enhancing China's pricing influence in the international market and supporting high-quality industrial development [5]. - The Dalian Commodity Exchange aims to create a complementary relationship between the new monthly average price futures and existing physical delivery futures, enhancing the overall ecosystem of chemical derivatives [5].

中国核工业集团有限公司 10月21日，国务院国资委网站发布《央企人事｜5户中央企业外部董事职务变动》： 经研究，聘任 葛小春 为中国核工业集团有限公司外部董事， 欧阳谦 不再担任中国核工业集团有限公司 外部董事职务。 中国航天科工集团有限公司 经研究，聘任 张逢春 为中国航天科工集团有限公司外部董事。 中国电信集团有限公司 经研究，聘任 周渝波 为中国电信集团有限公司外部董事。 中国卫星网络集团有限公司 经研究，聘任 张建恒 为中国卫星网络集团有限公司外部董事。 中国第一汽车集团有限公司 经研究，聘任 丁绍斌 为中国第一汽车集团有限公司外部董事。 来源： 国务院国资委网站 责编：杨喻程 校 对： 姚远 百万用户都在看 刚刚，利好来了！A股公司，密集公告！ 突发！美国、印度，重大变局！ 刚刚，涨爆了！股市，集体拉升！ 暴涨1600点！日本股市，突然引爆！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 看券商中国 知天下财经 扫码关注券商中国公众号 扫码下载 券 中 社 A P P quanshangcn 舞#t 券中社APP qzs.stcn.com 券 商 中 国 是 证 ...

几大市场，突然集体跳水！ 今日盘中，加密货币市场大幅下挫，比特币一度跳水3000美元，从11.05万美元跌至10.75万美元；以太坊则跌 超5%，失守3900美元关口；BNB、Solana、艾达币、Hyperliquid等集体跳水。近日，以精确的市场预测而出名 的艾略特波浪理论分析师Jon Glover发出警告称，比特币正在进入熊市，未来可能会跌至7万美元或更低。 Coinglass数据显示，24小时内，加密货币全网合约爆仓超4美元，爆仓人数超过12万人，其中六成为多单爆 仓。 值得注意的是，日本、韩国股市今日盘中创出历史新高后也出现跳水行情。其中，日经225指数一度翻绿，此 前涨幅超过1.5%；韩国综合指数涨幅收窄至0.2%，此前一度大涨超2%。 加密货币跳水 投机属性较强的加密货币市场，今日盘中突然跳水。截至记者发稿时，比特币报10.75万美元，24小时内跌幅 超过3%；以太坊跌超5%报3863美元；BNB、Solana跌超5%，艾达币、狗狗币、Chainlink跌超4%， Hyperliquid、Avalanche、Sui跌超7%。 Coinglass数据显示，过去24小时，加密货币全网合约爆仓4.01 ...

Group 1 - The core viewpoint of the article is the election of Sanna Takichi as Japan's new Prime Minister, highlighting her political background and the implications of her leadership on Japan's governance and economy [1][2][3] - Sanna Takichi, a prominent figure in the Liberal Democratic Party (LDP), has a strong conservative stance and has previously held significant government positions, including Minister of Internal Affairs and Communications [2] - The resignation of the previous cabinet led by Shigeru Ishiba and the subsequent formation of Takichi's government indicate a shift in Japan's political landscape, with potential challenges due to the loss of coalition support from the Komeito party [2][3] Group 2 - Takichi's administration is expected to focus on economic revitalization, opposing interest rate hikes by the Bank of Japan, and advocating for increased fiscal spending [2] - The alliance with the Japan Innovation Party, which will support her government without joining the cabinet, is crucial for securing a majority in the Diet, as the LDP alone does not hold a majority [3] - The agreement with the Japan Innovation Party includes commitments to implement economic measures and structural reforms, as well as addressing political funding issues [3]

Core Viewpoint - The article highlights a significant surge in Apple-related stocks, driven by positive market sentiment and strong early sales of the iPhone 17 series, indicating a potential recovery in the consumer electronics sector [1][2][4]. Group 1: Market Performance - On October 21, Apple concept stocks experienced a collective rise, with related indices increasing nearly 3%. Notable gains included Fuliwang rising over 12% and Huanxu Electronics hitting the daily limit [1]. - Following a strong performance in the U.S. market, where Apple shares rose approximately 4% to a record high of $262.24 per share, the total market capitalization reached $3.89 trillion, surpassing Microsoft [4]. Group 2: Sales Data and Analyst Insights - Counterpoint Research reported that early sales of the iPhone 17 series in China and the U.S. were robust, with sales 14% higher than the iPhone 16 series. The basic model saw nearly double the sales in China, while the iPhone 17 Pro Max experienced rapid demand growth in the U.S. [2][4]. - Melius Research analysts noted that Apple has one of its strongest long-term product roadmaps in years, with expectations for new product categories to drive revenue and profit growth [5]. Group 3: Market Sentiment and Structural Changes - Analysts observed a shift in market sentiment due to easing trade tensions, leading to a notable recovery in risk appetite. This was reflected in the performance of various indices, with the ChiNext Index rising over 3% [7]. - The article discusses the potential for a structural change in the market, suggesting that the recent adjustments may not solely be due to trade relations but also reflect deeper economic factors [8][9].