陆家嘴财经早餐2025年12月30日星期二
Wind万得·2025-12-29 22:50

Group 1 - The precious metals market experienced a significant downturn, with spot silver initially breaking the $80 per ounce mark, rising nearly 6%, before plummeting over 11% in New York trading. Other metals followed suit, with palladium dropping 17% and platinum 15%, while gold fell over 5% [3] - China's central bank is set to become the first to offer interest on its digital currency, with a new framework for the digital yuan to be implemented on January 1, 2026, marking a transition from "digital cash" to "digital deposit currency" [3] Group 2 - The Chinese government announced a tariff adjustment plan effective January 1, 2026, which will implement temporary import tariffs below the most-favored-nation rates on 935 items to enhance market synergy and expand quality goods supply [4] - State-owned enterprises reported a total operating revenue of 75.63 trillion yuan from January to November, a year-on-year increase of 1%, while total profits fell by 3.1% [4] Group 3 - The market regulatory authority emphasized the need to deepen fair competition governance and strengthen anti-monopoly enforcement, particularly in the platform economy [5] - New regulations will include oversight of food production through various contractual arrangements, ensuring that food safety responsibilities are upheld [5] Group 4 - The Ministry of Education released a trial management method for preschool children's enrollment, mandating a unique identification system for each child that will follow them throughout their educational journey [6] Group 5 - The A-share market showed divergence, with the Shanghai Composite Index slightly up by 0.04%, while the Shenzhen Component and ChiNext Index fell by 0.49% and 0.66%, respectively, amid a total trading volume of 2.16 trillion yuan [7] - The Hong Kong stock market saw a decline, with the Hang Seng Index down 0.71%, as major tech stocks faced pressure, while sectors like new energy vehicles and paper manufacturing performed well [8] Group 6 - The latest data from the Asset Management Association of China indicated that the total scale of public funds surpassed 37 trillion yuan by the end of November, marking a historical high [8] - Vingroup, Vietnam's largest enterprise group, plans to list its electric mobility service provider GSM on the Hong Kong Stock Exchange by late 2026 or early 2027, targeting a valuation of $2-3 billion [8] Group 7 - The National Energy Administration held a meeting to promote the construction of high-quality electric vehicle charging infrastructure, aiming for a three-year doubling of service capacity [11] - The automotive market outlook for 2026 is complex, with expectations of early positive growth in January due to early implementation of national subsidies [11] Group 8 - The Chinese government is focusing on real estate investment in affordable housing and improving living conditions for new citizens and migrant workers [11] - Hong Kong's private residential prices rose by 0.9% month-on-month in November, marking a potential end to a downward trend since 2021 [11] Group 9 - The U.S. stock market saw all three major indices decline, with the Dow Jones down 0.51%, as profit-taking affected AI-related stocks [20] - European stock indices showed mixed results, with the German DAX and French CAC40 slightly up, while the UK FTSE 100 fell [20] Group 10 - The Chinese bond market weakened, with government bond futures declining and yields on long-term bonds rising [21] - The U.S. federal debt has surpassed $38.5 trillion, with a significant shift in ownership from foreign governments to private investors [21]