郭嘉昆表示，美方公然宣布巨额售台先进武器计划，严重违反一个中国原则和中美三个联合公报，严重损害中国主权安全和领土完整，严重破坏台 海和平稳定，向"台独"分裂势力发出严重错误信号。中方对此坚决反对强烈谴责。岛内"台独"分裂势力以武谋"独"，以武拒统，大肆挥霍老百姓血汗 钱购买武器，不惜把台湾变成火药桶，挽救不了"台独"必然灭亡的命运，只会加速把台海推向兵凶战危的境地。 美方以武助"独"，只会引火烧身， 以台制华绝对不会得逞。台湾问题是中国核心利益中的核心，是中美关系第一条不可逾越的红线 据央视新闻， 今天，外交部发言人郭嘉昆主持例行记者会。 有记者问，美方宣布对台出售价值约110亿美元的军品，请问发言人有何回应？ ...

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index opening lower but rebounding, while the ChiNext Index opened low and fell over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.66 trillion yuan, a decrease of 155.7 billion yuan compared to the previous trading day [7] - Nearly 2,900 stocks in the market rose [1] Sector Performance - The banking sector experienced a volatile rise, with Shanghai Bank increasing by over 3% [1] - The retail sector showed strength, with Central Plaza and Shanghai Jiubai hitting the daily limit [1] - The commercial aerospace concept stocks were active, with Shengyang Technology achieving two consecutive limit-ups and Shunhao Shares hitting the daily limit [1] - The pharmaceutical commercial sector continued its strong performance, with Luyan Pharmaceutical achieving two consecutive limit-ups and Zhongyao Holdings hitting four limit-ups in seven days [1] - The IP economy concept stocks performed actively, with Guobo Shares and Sanxiang Impression hitting the daily limit [1] - In contrast, the lithium battery sector declined, with Haike Xinyuan and Huasheng Lithium falling significantly [1][2] Index Closing Data - As of the market close, the Shanghai Composite Index rose by 0.16%, while the Shenzhen Component Index fell by 1.29%, and the ChiNext Index dropped by 2.17% [3][4]

Core Viewpoint - Chow Tai Fook is set to increase prices on certain products due to market factors, with the adjustment window scheduled for December 19 [1][3]. Group 1 - Chow Tai Fook's Tmall flagship store has announced that some products will soon see price increases [1]. - The company has already implemented two price adjustments this year, in March and at the end of October, making this the third increase in 2023 [6].

Core Viewpoint - The rise of the "Reward Economy" among young consumers in China reflects a shift in consumption patterns, driven by the desire for self-care and emotional fulfillment, as the economy transitions from high-speed growth to high-quality development [1][2][3] Group 1: Definition and Characteristics of the "Reward Economy" - The "Reward Economy" refers to consumers purchasing non-essential goods or experiences to gain immediate pleasure and psychological relief in response to work and life pressures [1] - Unlike the traditional "lipstick effect," which is a reaction to economic downturns, the "Reward Economy" showcases a proactive approach where consumers prioritize emotional value over mere functionality [2] - This consumption behavior indicates a significant shift in consumer decision-making, where emotional and psychological needs are increasingly prioritized alongside basic necessities [2][3] Group 2: Psychological and Social Drivers - The "Reward Economy" is supported by psychological resilience, where self-rewarding behaviors help individuals cope with stress and enhance mental well-being [3] - A notable increase in emotional and self-actualization needs, as per Maslow's hierarchy, drives consumers to seek products that provide emotional significance beyond their functional use [3] Group 3: Impact on Industry and Market Dynamics - The "Reward Economy" is reshaping consumer behavior and placing higher demands on supply-side industries, prompting innovation and the development of unique, high-quality products and services [4] - It encourages cross-industry integration, where traditional sectors like manufacturing and services merge to create new business models that enhance emotional value [4] - Cultural consumption is significantly boosted, particularly in areas like creative cultural products, which fosters the development of traditional culture through innovative transformation [4] Group 4: Regulatory and Market Considerations - The government is encouraged to promote rational consumption and prevent the pitfalls of consumerism associated with the "Reward Economy," ensuring that it serves broader human development goals [5] - Market regulation is essential to address issues like product quality and deceptive marketing practices, ensuring a trustworthy environment for consumers [5] - Companies are urged to enhance their supply capabilities and focus on delivering high-quality, emotionally resonant products, moving beyond superficial marketing tactics [5]

Core Viewpoint - Honda is facing production halts and reductions in Japan and China due to semiconductor shortages, impacting its overall production capacity and financial outlook [1] Group 1: Production Impact - Honda announced that from late December to early January, its vehicle production in Japan and China will be paused or reduced due to semiconductor shortages [1] - The joint venture factory with GAC Group in China will halt production for five days starting December 29, while Japanese factories will stop production for two days on January 5 and 6, with reduced output from January 7 to 9 [1] - The specific Japanese factories affected have not been disclosed, but Saitama and Suzuka factories are likely candidates [1] Group 2: Financial Outlook - Honda's production adjustments are expected to lead to a decrease in operating profit by 150 billion yen (approximately 6.8 billion RMB) for the fiscal year ending March 2026 due to lower-than-expected output caused by semiconductor shortages [1] - The company had previously suspended production in its Mexican factory and reduced output in its North American factories due to supply chain issues linked to semiconductor supplier Nexperia, which is under export controls [1]

Core Viewpoint - The article emphasizes the importance of timely and professional information interpretation in the investment landscape, particularly focusing on significant events, industry chain companies, and key policy insights [1]. Group 1: Company Insights - The company has achieved a strategic partnership with Zhiyuan and Alibaba Cloud to develop solutions for L2 to L4 multi-scenario assisted driving functions [1]. - The company ranks second in the domestic market share for products in the intelligent driving sector [1]. Group 2: Industry Trends - The integration of intelligent driving, robotics, and cloud computing is highlighted as a key trend, indicating a shift towards advanced technological solutions in the automotive and robotics industries [1].

Core Viewpoint - The recent movements of China's third aircraft carrier, Fujian, after its official commissioning have drawn significant attention, particularly its passage through the Taiwan Strait, which carries substantial political and military implications [1]. Group 1: Military Movements - The Fujian aircraft carrier was reported to have passed through the Taiwan Strait on the 16th, marking its first such transit since entering service [1]. - The Taiwanese defense department monitored the situation closely, indicating heightened military readiness in response to the carrier's movements [1]. Group 2: Air Force Activity - On the 17th, the Taiwanese military detected 23 sorties of various Chinese military aircraft, including J-10 fighters, H-6K bombers, and KJ-500 early warning aircraft, as they conducted operations in the region [1]. - Among these sorties, 14 crossed the so-called "median line" of the Taiwan Strait, entering airspace over northern, central, southwestern, and eastern Taiwan, indicating a coordinated military exercise alongside naval operations [1].

Core Viewpoint - The article emphasizes the importance of expanding effective investment as a key task for building a strong domestic market and accelerating the construction of a new development pattern, as outlined in the proposals from the 20th National Congress of the Communist Party of China [1] Group 1: Understanding Xi Jinping's Important Statements - Xi Jinping highlights the need to combine investment in physical assets and human resources, aiming to boost consumption and expand effective investment during the 14th Five-Year Plan period [2] - The proposals stress maintaining reasonable growth in investment and implementing significant landmark projects to enhance the driving force of effective investment [2] - Investment is viewed as both current demand and future supply, essential for building a modern industrial system and enhancing national competitiveness [2] Group 2: Improving Investment Efficiency - The focus is on achieving returns from investments, profits for enterprises, income for employees, and tax revenue for the government [3] - The proposals call for optimizing investment structures and enhancing the quality of investment projects to avoid wasteful spending [3] - There is a need for innovative investment management to improve the comprehensive benefits of investments across economic, social, ecological, and safety dimensions [3] Group 3: Enhancing Policy Effectiveness - Government investment is seen as a crucial tool for guiding and stimulating overall social investment [4] - The proposals advocate for optimizing government investment structures and encouraging private capital participation in major projects [4] - The article mentions the issuance of long-term special bonds to support significant strategic implementations and key areas [4] Group 4: Achievements in Expanding Effective Investment - Since the 18th National Congress, fixed asset investment in China has grown from 23 trillion yuan in 2012 to 51.4 trillion yuan in 2024, with an average annual contribution rate of 38.1% from capital formation to economic growth from 2013 to 2024 [6] - The article notes that high-tech industry investments have seen an average annual growth of 12.1% from 2018 to 2024, indicating a continuous optimization of investment structure [6] Group 5: Strategies for the 15th Five-Year Plan - The article outlines the need to maintain reasonable investment growth while enhancing the effectiveness of investments [11] - It emphasizes the importance of expanding investment in both physical and human resources, and fostering a conducive environment for private investment [11] - The proposals highlight the necessity of optimizing investment structures and focusing on new growth drivers while stabilizing traditional sectors [12] Group 6: Government Investment Management - The article stresses the importance of maintaining a reasonable level of government investment and optimizing its structure [13] - It calls for a high-quality approach to major project construction and emphasizes the need for effective management throughout the investment lifecycle [13] - The proposals suggest enhancing the role of government investment in supporting public welfare and long-term projects [13] Group 7: Promoting Private Investment - The article discusses measures to enhance private investment, including expanding access and addressing existing barriers [14] - It highlights the importance of involving private enterprises in significant projects and promoting public-private partnerships (PPP) [14] - The establishment of real estate investment trusts (REITs) in infrastructure is mentioned as a way to support private investment [14] Group 8: Reforming Investment Approval Processes - The article emphasizes the need for reforming investment approval systems to stimulate investment activity and prevent ineffective investments [15] - It calls for optimizing the approval process and ensuring that government investment projects are managed effectively [15] - The proposals include enhancing the evaluation and performance assessment of investment decisions [15]

准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 值得注意的是， 近期商业航天与卫星互联网领域催化密集， 政策层面，国家航天局印发《国家航天局推进商业航天高质量安全发展行动计划（2025 －2027年）》，明确了五方面22项重点举措，推进商业航天高质量发展和高水平安全。11月末，国家航天局正式宣布设立"商业航天司"作为专职监 管机构，正式进入"专司专管"的新时代。 下跌方面，锂电池板块回落，海科新源、宁德时代下挫。板块方面，医药商业、商业航天、等板块涨幅居前，电池、证券等板块跌幅居前。 截至收盘，沪指涨0.16%，深成指跌0.85%，创业板指跌1.81%。 下载财联社APP获取更多资讯 今日早盘，A股三大指数涨跌不一，沪指拉升翻红，创业板指跌近2%。黄白线明显分化，微盘股指数涨超2%。沪深两市半日成交额1.05万亿，较上 个交易日放量212亿。盘面上热点快速轮动，全市场超3600只个股上涨。 从板块来看， 商业航天概念再度爆发， 盛洋科技2连板，顺灏股份、天银机电、中国卫星等多股涨停。消息面上，由中国航天科技集团八 院抓总研制的长征十二号甲可重复使用运载火箭，计划于2025年12月中下旬 ...

Core Insights - The article highlights the discovery of the largest underwater giant gold mine in Asia, located in the northern sea area of Sanshan Island, Laizhou City, which is the only one of its kind in China [1] Summary by Sections - The total proven gold resource reserves in Laizhou City exceed 3,900 tons, accounting for approximately 26% of the national total [1] - Both the gold resource reserves and production in Laizhou City rank first in the country [1]