太平洋煤气与电力公司：预计在明天下午2点之前完全恢复旧金山供电。 ...

智通财经APP获悉，摩根大通发布研报称，太平洋航运(02343)近期的沽压，相较其基本面而言似乎反应 过度;重申"增持"评级，目标价由3.2港元下调至2.7港元，已反映TCE(按期租合约对等基准收入)持平及 船队持续增长的前景。 该行认为，股价近期走弱基于多个因素，包括公司已完成回购计划、市场预期行业供应持续超越需求导 致明年前景疲弱、Caravel减慢收集股份步伐而缺乏可见的短期催化剂，以及年底获利回吐。不过，这 些因素并未有反映出公司的竞争地位或资产负债表出现恶化。 该行表示，虽然轻便型散货船需求增长正在放缓，但预计明年仍能保持2%同比正增长，将支持运力使 用率。另外，船队老化问题日益构成限制，目前有14%的轻便型船(Handysize)及12%的超灵便型船 (Supramax)船龄超过20年。一旦市场进一步转弱，供应端的反应将更具不对称性。该行认为，调整估值 及目标价后，风险回报比率已更为有利。 ...

Core Viewpoint - Morgan Stanley's report indicates that the recent selling pressure on Pacific Basin Shipping (02343) appears to be an overreaction relative to its fundamentals, reaffirming an "Overweight" rating with a target price adjusted from HKD 3.2 to HKD 2.7, reflecting stable TCE and ongoing fleet growth [1] Group 1: Stock Performance and Market Factors - The recent weakness in the stock price is attributed to several factors, including the completion of the company's buyback program, market expectations of supply continuing to outpace demand leading to a weak outlook for next year, and a slowdown in Caravel's share acquisition, resulting in a lack of visible short-term catalysts [1] - Year-end profit-taking is also noted as a contributing factor to the stock's decline [1] Group 2: Demand and Supply Dynamics - Although demand growth for Handysize bulk carriers is slowing, it is expected to maintain a positive growth rate of 2% year-on-year next year, which will support capacity utilization [1] - The aging fleet poses a growing constraint, with 14% of Handysize and 12% of Supramax vessels over 20 years old, indicating that a further market downturn could lead to asymmetric responses on the supply side [1] Group 3: Valuation and Risk-Reward Ratio - After adjusting the valuation and target price, the risk-reward ratio is now considered more favorable [1]

摩根大通认为，太平洋航运近期的沽压相较其基本面而言似乎反应过度；重申"增持"评级，目标价由 3.2港元下调至2.7港元，已反映TCE(按期租合约对等基准收入)持平及船队持续增长的前景。该行认 为，股价近期走弱基于多个因素，包括公司已完成回购计划、市场预期行业供应持续超越需求导致明年 前景疲弱、Caravel减慢收集股份步伐而缺乏可见的短期催化剂，以及年底获利回吐。不过，这些因素 并未有反映出公司的竞争地位或资产负债表出现恶化。 ...

太平洋燃气电力公司：旧金山剩余 4 万户用户供电将于夜间恢复。 ...

Group 1 - The approval for the establishment of the Pengyang branch of China Pacific Property Insurance Co., Ltd. has been granted by the Guyuan Financial Regulatory Bureau [1] - The business scope of the new branch includes operations authorized by the banking insurance regulatory authority or other administrative licensing authorities [1] - The branch is required to obtain the necessary licenses and complete pre-opening procedures after receiving the approval document [1]

新华社华盛顿12月18日电 美军南方司令部18日发布消息说，美军"南方之矛"联合特遣部队当天在 东太平洋对两艘"被认定为恐怖组织的船只"实施打击，打死5人。 ...

- The report introduces an **industry crowding monitoring model** to track the crowding levels of Shenwan primary industry indices on a daily basis. The model identifies industries with high crowding levels (e.g., agriculture, military, retail) and low crowding levels (e.g., computers, home appliances, petrochemicals, pharmaceuticals) based on the previous trading day's data. It also highlights significant changes in crowding levels for industries like non-bank financials, real estate, and social services[3] - A **Z-score premium model** is constructed to screen ETF products for potential arbitrage opportunities. The model uses rolling calculations to identify ETFs with significant deviations in premium rates, which may indicate arbitrage potential or risks of price corrections[4] - The report provides detailed data on **ETF fund flows**, categorizing them into broad-based ETFs, industry-themed ETFs, style-strategy ETFs, and cross-border ETFs. For example, broad-based ETFs saw a net inflow of 163.36 billion yuan in a single day, with the top inflows being the CSI A500 ETF (+32.82 billion yuan), CSI A500 ETF (Southern) (+26.32 billion yuan), and CSI 300 ETF (+20.51 billion yuan)[5][6]

美军在东太平洋袭击"贩毒船" 已致4人死亡 中新网12月18日电 据美国有线电视新闻网(CNN)及法新社报道，当地时间17日，美军南方司令部称， 美军在东太平洋对一艘所谓"贩毒船"进行打击，致4人死亡。 编辑：董文博 广告等商务合作，请点击这里 美军南方司令部在社交媒体上发文说，12月17日，在美国防部长赫格塞思的指示下，"南方之矛"联合特 遣部队在国际水域对1艘"被认定为恐怖组织的船只"实施打击。 美军南方司令部指出，情报认为，该船只正沿东太平洋一条已知的贩毒路线航行，并参与贩毒活动。共 有4名男性"贩毒恐怖分子"被击毙，没有美军人员伤亡。 美军没有提供这艘船只贩毒的任何证据。 法新社指出，自9月初美军在加勒比海和东太平打击所谓"贩毒船"以来，此次打击使得累计死亡人数已 达99人。 来源：中国新闻网 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 图片来源：美国有线电视新闻网(CNN)报道截图 ...

二、中国太平洋财产保险股份有限公司大连分公司应按照有关规定及时办理变更及许可证换领事宜。 2025年12月9日，国家金融监督管理总局大连监管局发布批复称，《中国太平洋财产保险股份有限公司 大连分公司关于普兰店支公司变更营业场所的请示》（连太保产〔2025〕30号）收悉。经审核，现批复 如下： 一、同意中国太平洋财产保险股份有限公司大连分公司普兰店支公司将营业场所变更为：大连市普兰店 区世纪路西段38-5号509、510、511室。 ...