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中央经济工作会议召开,美联储如期降息25个基点 | 财经日日评
吴晓波频道· 2025-12-12 00:30
Central Economic Work Conference - The conference emphasized the need for a more proactive macro policy in the upcoming year, focusing on expanding domestic demand and optimizing supply [2] - It highlighted the importance of maintaining employment, stabilizing enterprises, and ensuring market expectations, aiming for qualitative improvement and reasonable quantitative growth [2] - The policy direction for next year includes a commitment to continue implementing more active fiscal and moderately loose monetary policies, with a focus on consistency and effectiveness [2][3] Federal Reserve Interest Rate Decision - The Federal Reserve announced a 25 basis point rate cut, lowering the target range from 3.75%-4.00% to 3.50%-3.75% [4] - The decision faced opposition from three voting members, marking the first time since 2019 that such dissent occurred [4] - The Fed plans to begin purchasing short-term government bonds to maintain adequate reserve levels, indicating a focus on market liquidity rather than a return to quantitative easing [5] Trump's Golden Card Visa Program - The Trump administration has begun accepting applications for the "Golden Card" visa, aimed at attracting wealthy individuals to the U.S. for a fee of $1 million [6] - This program has raised concerns about fairness in the U.S. immigration system, as it contrasts with stricter immigration policies [6][7] World Bank Economic Forecast for China - The World Bank has raised its economic growth forecast for China, predicting a growth rate of 4.9% for 2025 and 4.4% for 2026, both up by 0.4 percentage points from previous estimates [8] - The IMF and ADB have also adjusted their forecasts upward, reflecting a more optimistic view of China's economic resilience amid global trade challenges [8][9] "Jiutian" Drone Development - The "Jiutian" drone successfully completed its maiden flight, showcasing advancements in China's large drone technology [10] - This drone features a modular design that allows for various applications, including logistics and emergency response, highlighting its dual-use potential [11] Meta's AI Model Development - Meta is leading a new AI project called "Avocado," utilizing Alibaba's Qwen model to enhance its AI capabilities, indicating a shift towards closed-source models [12][13] - This change reflects a broader trend among tech companies moving away from open-source models due to performance and security considerations [13] JD.com's Investment in Hong Kong - JD.com has acquired office space in Hong Kong for approximately 3.5 billion HKD, signaling its commitment to expanding operations in the region [14] - This move aligns with a trend of major internet companies increasing their investments in Hong Kong as a strategic market [14][15] Suning's Asset Sale - Suning.com announced the sale of eight companies for a total of 8 yuan, indicating a significant reduction in its debt burden [16][17] - This transaction is part of Suning's strategy to improve its financial situation, although the company continues to face operational challenges [17] Stock Market Performance - The stock market experienced a downturn, with the Shanghai Composite Index falling by 0.7% amid a lack of positive catalysts [18] - The market's performance reflects broader economic uncertainties, including concerns over consumer spending and real estate sector stability [18] New Stock Subscription Rules at Beijing Stock Exchange - The Beijing Stock Exchange is rumored to be changing its new stock subscription rules to lower the entry barrier for investors, potentially increasing market participation [19]
顺丰控股获上海睿郡资产增持66.8万股
Ge Long Hui· 2025-12-12 00:04
格隆汇12月12日丨根据联交所最新权益披露资料显示,2025年12月9日,顺丰控股(06936.HK)获上海睿郡资产管理有限公司在场内以每股均价34.7095港元增 持66.8万股,涉资约2318.6万港元。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 費出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的有關事件的日 相關法 | | --- | --- | --- | --- | --- | --- | | | 股份數目 | 原因 | | | ( 請参関上述 * 註 有投票權股 期 (日 / 月 / | | | | | | | 份自分比 年) | | CS20251210E00415 | 上海客都资产管理有限公司 | 1101(L) | 668.000(L) | HKD 34.7095 | 14,700,000(L) 6.13(L)09/12/2025 | 增持后,上海睿郡资产管理有限公司最新持股数目为1470万股,持股比例由5.85%上升至6.13%。 | 股份代號: | 06936 | | --- | --- | | 上市法國名稱: | 順豐控股股份有限公司 ...
国货航(001391.SZ):2025年11月以来,全球整体关税政策呈现缓和态势
Ge Long Hui· 2025-12-11 15:09
答:2025年11月以来,全球整体关税政策呈现缓和态势。国货航密切关注各类外部因素对物流业造成的 影响。中国上半年经济同比增长5.3%,展现出强大韧性和发展潜力,彰显中国增强自身经济韧性与活 力的底气和能力。贸易保护背景下,国际各国/各地区关税政策的持续性和多变性会给市场带来不确定 性,我们后续会密切关注相应政策变化和市场反应,与合作伙伴积极应对。 长周期来看,国货航将立足于国家"双循环"新发展格局,服务于中国制造业的创新成长,服务于产业和 消费升级,持续拓展航线网络布局,加强与上下游合作伙伴加强沟通和协作,助力中国物流进出口规模 和质量进一步提升。在此基础上不断加强自身经营管理,持续拓展航线网络布局,增强抵御风险能力; 与上下游合作伙伴加强沟通和协作,共同积极应对,力争实现推动高质量可持续发展。 (原标题:国货航(001391.SZ):2025年11月以来,全球整体关税政策呈现缓和态势) 格隆汇12月11日丨国货航(001391.SZ)在投资者关系中表示,有被问到:美国及其他国家或地区的关税政 策,对公司业务会产生哪些影响? ...
惠及10万在粤骑手,广东联手京东成立全国首家“现代骑手学院”
21世纪经济报道· 2025-12-11 15:01
Core Viewpoint - The establishment of the Modern Rider Academy in Guangdong Province aims to address the career development challenges faced by new employment form workers, particularly delivery riders, by providing systematic and standardized vocational education to create sustainable career pathways [3][4]. Group 1: Strategic Collaboration - The Guangdong Provincial Department of Education and JD Group signed a strategic cooperation agreement to promote collaboration between universities and JD Group, focusing on the "71583" school-enterprise cooperation plan [1]. - This plan includes the establishment of 7 JD Industry Colleges, exploration of 10 JD Super Campus Comprehensive Operation Centers, creation of 5 Industry Technology Innovation Centers, and construction of 8 School-Enterprise Joint Laboratories [1]. Group 2: Modern Rider Academy - The Modern Rider Academy is the first vocational education platform in China focused on the career development of riders and couriers, marking a significant step in building a modern vocational education system [1][3]. - The academy aims to provide skills training that will cover over 100,000 full-time riders and couriers in Guangdong within three years [1]. Group 3: Training and Certification - Riders completing specific skills training at the academy will receive "Vocational Skill Level Certificates" or "Special Ability Certificates," which can aid in their career advancement and job transitions [3]. - The academy offers a multi-level and flexible training system, including short-term training, long-term training, and targeted training based on JD's employment needs [3][6]. Group 4: Curriculum Development - The curriculum at the Modern Rider Academy is designed to enhance riders' job capabilities and meet career transition needs, featuring modular and tiered course structures [6]. - Key training modules include advanced skills training, legal regulations and safety standards, soft skills and professional qualities, and new technology applications [6]. Group 5: Industry Impact - JD Group's initiative aims to enhance the skills and qualifications of its workforce, which includes over 600,000 frontline couriers and riders, thereby promoting broader participation in the new employment sector [7].
中央经济工作会议部署产业政策:培育新动能,深入整治“内卷”
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-11 14:45
21世纪经济报道记者冉黎黎 北京报道 中央经济工作会议12月10日至11日在北京举行。会议确定,明年 经济工作要坚持创新驱动,加紧培育壮大新动能。制定一体推进教育科技人才发展方案。建设北京(京 津冀)、上海(长三角)、粤港澳大湾区国际科技创新中心。强化企业创新主体地位,完善新兴领域知 识产权保护制度。制定服务业扩能提质行动方案。实施新一轮重点产业链高质量发展行动。深化拓 展"人工智能+",完善人工智能治理。创新科技金融服务。 服务业扩能提质优结构助力扩内需 需要注意的是,此前《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》(以下简称 《建议》)在"建设现代化产业体系,巩固壮大实体经济根基"部分提到,实施服务业扩能提质行动。而 此次会议在"坚持创新驱动,加紧培育壮大新动能"重点任务部分特别提及"制定服务业扩能提质行动方 案"。 对于产业政策,去年提出"以科技创新引领新质生产力发展,建设现代化产业体系",而今年则确定 为"坚持创新驱动,加紧培育壮大新动能"。需要注意的是,其中特别提到"制定服务业扩能提质行动方 案"。对于备受关注的"人工智能+",其表述由"开展'人工智能+'行动"延展为"深化拓展'人工 ...
370亿!刘强东拿下第六家上市公司
Sou Hu Cai Jing· 2025-12-11 14:38
12月11日,港交所迎来了京东集团旗下又一家上市公司——京东工业。这个一直隐藏在京东庞大商业版图中的隐秘独角兽,如今以370亿港元的市值亮 相。 这是继京东集团、京东物流、京东健康、达达集团、德邦股份之后,刘强东收获的第六家上市公司。 京东工业的故事始于2017年,那时消费互联网正经历着前所未有的热潮。当所有人都在追逐C端流量时,京东却悄然组建了一支团队,深入上海、广州等 地的制造工厂,探索工业品采购的数字化可能。 当时,京东判断工业领域存在万亿级市场机会,开始布局MRO(维修、维护和操作工业品)采购服务相关业务。 普通消费者可能对MRO这个词很陌生,它代表的是非生产原料性质的工业用品,从生产线上的工具到维修保养所需的备件,都是工业生产不可或缺的"水 电煤"。 在商品供应链上,京东工业依托京东集团的供应链资源,已覆盖约15.8万家制造商、分销商及代理商,提供约8110万个SKU的工业产品,涵盖80个产品类 别,包括设备配件、劳保用品、化工原料等全场景MRO需求。 这种广泛的供给端覆盖,使其能够一站式满足企业从零星采购到集中供应链管理的多元需求。 对于数智供应链,京东工业打造了"太璞"全链路数智化工业供应链解决 ...
从“送单量”到“含金量”,全国首家现代骑手学院揭牌
Nan Fang Du Shi Bao· 2025-12-11 14:00
首创"现代骑手学院" 预计明年上半年正式开班 在数字经济蓬勃发展的当下,外卖骑手、快递小哥已成为城市运转不可或缺的"毛细血管"。然而,职业路径模糊、技能单一、学历提升难,一直是困扰这一 庞大群体的现实痛点。现代骑手学院试图通过教育的力量,将"送外卖"从一份单纯的体力工作,转化为一条可视、可及、可持续的职业发展坦途。 南都讯从"送单量"到"含金量",从"跑腿"到"技能傍身",12月11日下午,一场关乎数十万新就业形态劳动者未来的重要仪式,在广州职业技术大学举行。广 东省教育厅与京东集团在此正式签署战略合作协议,并共同为"现代骑手学院"揭牌。这不仅标志着政校企三方在产教融合领域迈出了全新的一步,更意味着 全国首家专门聚焦骑手与快递员职业发展的职业技能教育平台正式诞生。 政校企共绘产教融合新蓝图 为助力广东人才培养、服务产业发展,推动校企协同创新,11日下午,广东省教育厅与京东签订战略合作协议,在学科专业建设、人才培养、技术研发、成 果转化等领域开展战略合作。 京东集团相关负责人介绍:"目前京东员工总数已达93万,其中像小哥、全职骑手这样的一线员工超过了60万。对于企业来讲,我们更有责任去率先破题。" 她强调:"现 ...
惠及10万在粤骑手 广东联手京东成立全国首家“现代骑手学院”
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-11 13:56
据悉,广东省教育厅将指导推动全省相关高校与京东集团对接。相关高水平院校将与京东共同推 进"71583"校企合作专项计划,即共建7所京东产业学院、探索10家京东超级校园综合运营中心、搭建5 个产业科技创新中心、构建8所校企联合实验室,推动3个产教融合公共实训基地建设。京东开放物流供 应链、电商零售、人工智能、大数据等领域的企业应用平台与相应产业资源,促进专项计划推进与成果 落地。 京东与高校共建的"现代骑手学院",是全国首家聚焦骑手与快递员职业发展的职业技能教育平台。其成 立标志广东省在推动新就业形态健康发展,构建"面向人人、服务终身"现代职业教育体系方面迈出关键 一步。未来三年,现代骑手学院的技能培训有望覆盖京东(含德邦、跨越)在粤的所有10万+全职骑手 和一线小哥。 打造"学历+技能"双提升通道 成立现代骑手学院,旨在回应新就业形态劳动者普遍面临的职业发展路径模糊、技能培训不足、学历晋 升困难等现实问题,通过系统化、规范化的职业教育,为骑手打开可持续成长的职业通道。 广东将依托广州职业技术大学在职业教育领域的深厚积淀,联合京东集团的真实业务场景与岗位资源, 共同为骑手打造一体化成长生态。 12月11日,广东 ...
我国综合实力100强城市大洗牌:苏州领先成都,贵阳超越福州,临沂略胜洛阳!
Sou Hu Cai Jing· 2025-12-11 13:31
这张新鲜出炉的榜单,就像给中国城市拍了一张2025年的"集体照"。照片里,前排的面孔我们很熟悉,北京、上海、深圳稳坐C位。但真正耐人寻味的,永 远是那些位次发生了微妙变化的"同学"。今天,咱们就盯着这三对"身位"变化聊聊:苏州凭什么压了成都一头?贵阳又是怎么跑到了福州前面?还有临沂和 洛阳,那一名的微弱优势,到底胜在了哪里? | | 排名 | 爐市 | 排名 | 魔南 | 排名 | 爐市 | 排名 | 爐市 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 1 | 北京市 | 26 | 贸阳市 | ਦੀ | 临沂市 | 76 | 江门市 | | | 2 | 上海市 | 27 | 大连市 | 52 | 沼阳市 | 4 77 | 菏泽市 | | | 3 | 深圳市 | 28 | 福州市 | 53 | 唐山市 | 78 | 湖江市 | | | 4 | 广州市 | 29 | 哈尔滨市 | 54 | 隔州市 | 79 | 四阳市 | | | 5 | 杭州市 | 30 | 嘉兴市 | ਦੇ | 扬州市 | 80 | 连云港市 | | | 6 | 中 ...
顺丰控股(06936.HK)截至12月11日累计回购3896万股A股
Ge Long Hui· 2025-12-11 12:34
格隆汇12月11日丨顺丰控股(06936.HK)公告,公司自2025年9月3日起开始实施回购。截至2025年12月11 日,公司通过股份回购专用证券账户以集中竞价方式回购公司A股股份38,959,689股,回购总金额约为 人民币1,542,488,998.76元(不含交易费用),回购股数占公司目前总股本0.77%,平均成交价为人民币 39.59元/股(最高成交价为人民币42.23元/股,最低成交价为人民币37.07元/股)。 ...