格隆汇11月25日丨建业实业(00216.HK)公告，截至2025年9月30日止过去6个月，集团收入达港币4.47亿 元，较去年同期增加约38.4%。更重要的是，公司将去年同期亏损港币120万元扭转为核心溢利港币 1530万元。此强劲表现并非偶然，而是源于纪律严明的执行力，以及广州住宅项目"港汇台"在重重挑战 的物业市场中仍取得优异的销售业绩。公司为团队的成就深感自豪。董事会不建议派发截至2025年9月 30日止6个月中期股息(2024年：无)。 但必须承认：公司同样面临市场逆风。投资物业重估亏损对资产负债表造成影响，金额约达港币2.45亿 元，较去年港币6810万元大幅攀升。因此，本期间股东应占亏损净额约为港币2.3亿元。这些是公司必 须迎头面对的严酷现实。 全球经济持续动荡。截至本主席报告，美国政府经历逾四10日停摆后重启运作，为全球市场带来不确定 因素。从中国到美国、到香港本地，失业水平攀升的迹象随处可见。通胀与利率仍居高不下，在至关重 要的圣诞节来临前夕，消费者信心持续低迷。中国房地产行业持续调整，政策支持虽已稳定市场但尚未 重启增长。香港物业市场深陷办公室与零售店铺空置率高企的困境，但公司看到酒店业 ...

Core Viewpoint - The Reserve Bank of India (RBI) indicates that the global economy is currently experiencing turbulence, while domestic price conditions remain moderate [1] Group 1 - The RBI highlights the ongoing volatility in the global economic landscape, suggesting potential challenges for international trade and investment [1] - Despite global uncertainties, the domestic inflationary pressures in India are described as being under control, reflecting a stable price environment [1]

Core Points - Iran suffered a significant blow from an Israeli attack on June 13, exposing its defense capabilities and leading to the death of several high-ranking officials, including IRGC leaders and nuclear scientists [1] - The attack has prompted Iran to reassess its security measures for sensitive nuclear facilities and consider various retaliation options, including threats against the U.S. and regional allies [1][2] - The ongoing nuclear negotiations in Oman are fragile, with military threats undermining diplomatic efforts [3] Group 1: Retaliation Strategies - Iran's multi-layered retaliation strategy aims to implement strategic strikes, impose substantial costs, and effectively deter future attacks [4] - Potential retaliation measures include disrupting global oil supply routes, particularly through the Strait of Hormuz, which handles nearly 20% of global oil transport [5] - Iran may utilize its naval capabilities to attack commercial shipping or encourage proxy groups to do so, thereby creating a shipping crisis [5] Group 2: Proxy Warfare - Iran has a network of proxy forces across the Middle East, including the Houthis, Iraqi militias, and Hezbollah, capable of launching rocket attacks and covert operations [6][7] - Despite some weakening due to recent conflicts, these proxies remain a significant threat and could be mobilized for immediate retaliation against Israel or its allies [7] Group 3: Military Capabilities - Iran possesses thousands of ballistic missiles and an expanding drone fleet, which are central to its retaliation strategy [8] - The country has previously conducted hundreds of missile and drone attacks against Israel, with ongoing improvements in missile range and precision [8][9] Group 4: Cyber Warfare - Iran's cyber warfare units have targeted U.S. and Israeli infrastructure, causing economic and symbolic damage while maintaining plausible deniability [10] - Recent claims of acquiring sensitive Israeli documents indicate an escalation in cyber operations, focusing on critical infrastructure attacks [10] Group 5: Global Terrorism - Iran may plan attacks in third countries against Israeli targets or citizens, leveraging its extensive experience in orchestrating global terror operations [11] - Despite a reduction in regional influence, Iran maintains a network capable of conducting operations in various regions, particularly in Iraq [11] Group 6: Nuclear Developments - Although Iran claims no intention to develop nuclear weapons, officials warn that external pressures could force a shift in this stance, potentially accelerating uranium enrichment to weapon-grade levels [12] - The upcoming nuclear talks in Oman are critical, as their outcome will influence Iran's potential use of its multi-layered retaliation options and the risk of broader conflict [13]

IMF总裁格奥尔基耶娃：由于全球经济动荡，脆弱的低收入和中等收入国家政策空间有限。 ...