日本大选推抗通胀食品减税 国际黄金借势攀升

Group 1: International Gold Market - The latest international gold price is reported at 1045.69 CNY per gram, reflecting an increase of 17.08 CNY, or 1.66%, from the previous trading day, indicating a strong rebound trend [1] - The opening price for the day was 1028.51 CNY per gram, with a daily high of 1049.79 CNY and a low of 1028.51 CNY [1] Group 2: Japanese Political and Economic Context - The upcoming Japanese election is focusing on reducing the food consumption tax, with the ruling Liberal Democratic Party (LDP) planning to include this in their campaign platform [2] - The current food consumption tax is at 8%, down from a standard rate of 10%, and the LDP aims to implement a reduction plan by early next year [2] - High inflation, driven by soaring food prices, has led to core inflation exceeding the Bank of Japan's 2% target for four consecutive years, with household food expenditure reaching a record high of 28.9% in November [2] - The opposition coalition also supports tax reduction while emphasizing fiscal discipline, indicating a competitive political landscape [2] - Following rumors of tax cuts, Tokyo food stocks saw significant gains, with Yamazaki Baking rising by 7.1%, marking its largest increase since August 2025 [2]