Core Viewpoint - The Japanese stock market experienced significant declines in tourism-related stocks following a travel advisory from China's Ministry of Culture and Tourism, recommending Chinese tourists avoid traveling to Japan due to safety concerns stemming from recent political tensions [1][2]. Group 1: Stock Market Impact - Multiple tourism-related stocks in Japan saw substantial drops, with Shiseido, a major beauty company reliant on Chinese consumers, falling by 11% [1]. - The parent company of Mitsukoshi and Isetan department stores, Mitsukoshi Isetan Holdings, experienced a decline of over 10% [1]. - Oriental Land Company, the operator of Tokyo Disneyland, saw its stock decrease by 4.74%, while All Nippon Airways (ANA) dropped by 3.48% [1]. - Other companies in the railway, retail, and hotel sectors, such as Hankyu Hanshin Holdings, also faced declines exceeding 2% [1]. Group 2: Tourism Statistics - Preliminary data from the Japan National Tourism Organization indicates that nearly one-fifth of international visitors to Japan in 2024 are expected to come from China, amounting to approximately 7 million people [1]. Group 3: Government Advisories - On November 14, the Chinese Ministry of Foreign Affairs issued a travel advisory highlighting risks for Chinese citizens in Japan due to provocative remarks from Japanese leaders regarding Taiwan, further advising against travel to Japan [1][2]. - The Chinese Ministry of Education also released a warning regarding studying in Japan, suggesting that citizens carefully plan their study arrangements [2].

Group 1 - Japanese stock market saw a significant drop in tourism-related stocks, with multiple stocks falling over 10% [3] - Major retail and airline stocks in Japan also experienced substantial declines, with Shiseido's stock price dropping by 11% and Isetan Mitsukoshi's stock falling by over 12% [3][4] - Fast Retailing's stock fell by more than 6%, while Japan Airlines also saw a decline of nearly 6% [4] Group 2 - The Chinese Ministry of Culture and Tourism issued a travel warning for Japan, citing deteriorating safety conditions for Chinese citizens, including multiple incidents of violence against them [4] - The warning has led to a significant impact on the perception of safety in Japan, affecting the willingness of Chinese tourists to visit [4]

三越伊势丹股价亦重挫，盘中跌幅一度超过12%。资料显示，三越伊势丹是日本最大的百货集团之一。 日本股市旅游相关股今天上午重挫。 A股市场整体低开 A股市场今天上午整体低开，上证指数开盘跌0.05%，深证成指开盘跌0.12%，创业板指开盘跌0.46%。 进入连续竞价阶段后，A股市场一度进一步走低。 从行业板块方面来看，银行、医药生物、公用事业等板块上午盘中领跌。国防军工、通信、电子等板块盘中走高。 日本股市旅游相关股上午重挫 多股跌逾10% 11月17日上午，日本股市和旅游相关股票大幅下挫，日股市场零售股、航空股也大幅下跌。资生堂上午盘中股价一度下跌11%，出现较明显的向下跳空缺口。资料 显示，资生堂是日本化妆品品牌，创立于1872年。 END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 王兴兴发声！资本助推机器人IPO热潮 丨 释永信被批 捕！ 丨 AI重磅！英伟达，即将发布！ 丨 000695，终止重大资产重组！ 丨 猛烈抛售！比特币，跌势加剧！近18万人爆仓！ 丨 002128，重大资产重组！ 丨 巴菲特，退休前大换仓！ 丨 ...

Market Overview - On November 17, the Japanese stock market opened with a significant decline, with the Nikkei 225 index dropping over 1% at one point [3] - The Nikkei 225 index opened at 50,282.39, down 171.35 points or 0.34% from the previous close of 50,376.53 [4] Tourism and Consumer Stocks - Japanese tourism-related stocks experienced a sharp decline, with Shiseido's stock price falling by 11% and Japan Airlines dropping by 5% [5] - Other consumer and retail stocks also saw declines, with companies like Sanrio, Asics, and Fast Retailing all dropping over 6% [5] - The stock price of the Japanese grocery brand Muji fell by 12%, marking its largest drop since August 2024 [5] Specific Stock Movements - Major declines were noted in various companies, including: - Isetan Mitsukoshi Holdings, which saw its stock price drop over 12% [8] - Shiseido at 2,412.0, down 9.51% [6] - CyberAgent at 1,412.0, down 9.23% [7] - Japan Airlines at 2,878.0, down 4.61% [7] Economic Context - Japan's GDP reported a decline of 1.8% on an annualized basis for the third quarter, marking the first negative growth in six quarters [11][12] - The GDP decrease was attributed to external demand and a significant drop in housing investment, which fell by 9.4% compared to the previous quarter [12] - Analysts suggest that this economic contraction complicates the timeline for potential interest rate hikes by the Bank of Japan, with expectations leaning towards no policy changes until next year [12]

此外，旅游相关个股周一上午同样遭抛售，航空运营商全日本航空跌3.8%，酒店连锁企业共立维修跌 8.1%。 分析认为，中国国内抵制日本商品的风险也在增加，如果这种情况发生，将会阻碍资生堂、优衣库、无 印良品Muji和亚瑟士在中国拓展销售的计划。 智通财经APP获悉，由于中日外交争端持续升级，周一亚太早盘，日本股市盘初跌1%，随后收复部分 失地，日经225指数目前跌0.32%。日本旅游相关股票下挫，零售股、航空股大跌。具体来看，深受中 国游客青睐的资生堂化妆品公司股价暴跌11%，创今年4月以来最大单日跌幅;零售店泛太平洋控股股价 一度重挫8.9%，为2024年8月以来最大跌幅。 百货业方面，日本最大的百货集团三越伊势丹股价跌幅超12%，其同业J Front 零售及高岛屋股价亦均跌 超6%。东京迪士尼度假区运营商东方乐园股价下跌超5%，优衣库母公司迅销股价则下跌6.9%，创7月 中旬以来最大单日跌幅。 ...

| 资生堂 | 2401.5 | -9.90% | | --- | --- | --- | | 4911.T | | | | 良品计划 | 2940.0 | -9.48% | | 7453.T | | | | CYBERAGENT网络 | 1408.5 | -9.45% | | 4751.T | | | | 李节信用 | 3594.0 | -8.80% | | 8253.T | | | | 大日本印刷 | 2465.5 | -7.38% | | 7912.T | | | | J. FRONT零售 | 2174.5 | -6.03% | | 3086.T | | | | 高岛屋 | 1634.0 | -5.66% | | 8233.T | | | | 日本航空 | 2850.5 | -5.52% | | 9201.T | | | | 东方乐园 | 2996.0 | -5.25% | | 4661.T | | | | 迅销 | 53770.0 | -4.83% | | 9983.T | | | | 横滨橡胶 | 5750.0 | -4.85% | | C101T | | | 11月17日上午，日经225开盘跳水， ...

11月17日， 日经225指数开盘跌0.19%。截至08:15， 日经225指数回落至50000点下方，日内跌超 0.8%。截至08:17， 日经225指数跌幅扩大至1%。 日本旅游类股大幅下挫，资生堂股价下跌11%。日本航空一度下跌5.8%。日本其他消费品/零售股方 面，三丽鸥跌7.8%、亚瑟士跌6.6%、迅销跌6.9%。百货店经营商伊势丹三越控股公司股价下跌 12%。 更多最新消息： 文化和旅游部提醒：中国游客近期避免前往日本；苹果公司CEO库克被曝可能于明年卸任；美"福 特"号航母打击群进入加勒比海丨早报 ...

日本旅游类股大幅下挫，资生堂股价下跌11%。日本航空一度下跌5.8%。日本其他消费品/零售股方面，三丽鸥跌7.8%、亚瑟士跌6.6%、迅销跌 6.9%。百货店经营商伊势丹三越控股公司股价下跌 12%。 ...

Group 1 - Duopule plans to reduce its shareholding by no more than 1%, amounting to a maximum of 619,000 shares [1] - Lideman intends to acquire 70% of Xiansheng Xiangrui for 1.733 billion yuan, focusing on tuberculosis screening and diagnosis [2] - Huahuan Group is planning a change in control, leading to a temporary suspension of its stock [3] Group 2 - Dongbai Group clarifies it does not engage in duty-free business, maintaining normal operations [4][5] - Changsheng Bearing's actual controller plans to reduce holdings by up to 1.99%, equating to 5.94 million shares [6][7] - Jidian plans to invest 5.698 billion yuan in the Baicheng Phase II coal power project, a key initiative under the national "14th Five-Year Plan" [9][10] Group 3 - Baoneng New Energy reports completion of land-based works for the expansion of the Lufeng Qiaohai Bay Power Plant [11][12] - Changshu Bank proposes to appoint Lu Dingchang as the new president and chief compliance officer [13][14] - Kangqiang Electronics plans to reduce its shareholding by no more than 1%, totaling up to 3.7526 million shares [14] Group 4 - Jilin Chemical Fiber intends to reduce its holdings by up to 2%, equating to 49.1774 million shares [15][16] - CanSino's inhaled tuberculosis vaccine has commenced Phase I clinical trials in Indonesia [17][18] - ST Dongyi's stock has been suspended for review due to significant price fluctuations [19] Group 5 - ST Yatai plans to reduce its holdings by up to 1.98%, totaling 6.4 million shares [20] - Huaren Pharmaceutical intends to reduce its holdings by up to 3%, equating to 35.4663 million shares [21] - Jianglong Shipbuilding's controlling shareholder plans to reduce holdings by up to 2%, amounting to 7.5534 million shares [22] Group 6 - Borui Pharmaceutical's BGM1812 injection has received approval for clinical trials targeting overweight or obesity [23][24] - ST Zhongzhu announces the transfer of 10.38% of its shares, totaling approximately 403 million yuan [25][26] - Shenzhou Digital plans to establish an employee stock ownership plan with a maximum fundraising of 360 million yuan [27][28] Group 7 - Kaichuang Electric plans to establish a joint research center with Tsinghua University, focusing on embodied intelligence [29] - Daming City intends to acquire 19.43% of Baicaibang for 694 million yuan, specializing in communication solutions [29]

Core Viewpoint - Dillard's Inc. (DDS.US) experienced a surge of over 20%, reaching a record high of $731.38, driven by strong third-quarter financial results [1] Financial Performance - The company's net sales for the third quarter amounted to $1.47 billion, reflecting a year-over-year increase of approximately 3%, surpassing analyst expectations of $1.44 billion [1] - Earnings per share (EPS) were reported at $8.31, compared to $7.73 in the same period last year, attributed to an increase in retail gross margin and improved sales mix [1] - Same-store sales grew by 3% year-over-year during the quarter [1]