Report Industry Investment Rating No information provided. Core Viewpoints of the Report - The US initial jobless claims decreased, and the market risk preference was moderate, with the US dollar index fluctuating in the short - term [1][14]. - Gold prices fluctuated and rose near the $4200 mark, and silver prices retreated from high levels. The upward momentum of commodities slowed down [2][11]. - The macro factors are relatively supportive of copper prices in the short - term, and the price is expected to fluctuate at a high level [38]. - The inventory of soda ash manufacturers decreased, but the soda ash market is still under pressure due to supply expansion and demand reduction [4][70][71]. Summary According to the Directory 1. Financial News and Comments 1.1 Macro Strategy (Gold) - Hasset expects a 25bp interest rate cut at the next meeting. Gold prices fluctuated and rose near $4200, and silver prices retreated from high levels. The market is in a consolidation phase, and the gold - silver ratio is expected to rise [10][11]. 1.2 Macro Strategy (Foreign Exchange Futures (US Dollar Index)) - The US un - paid national debt exceeded $30 trillion, and the initial jobless claims were lower than expected. The US dollar index is expected to fluctuate in the short - term [12][14][16]. 1.3 Macro Strategy (US Stock Index Futures) - Goldman Sachs suspended the bond issuance for CyrusOne. The US initial jobless claims decreased. The US stock index futures are expected to fluctuate at a high level in the short - term and be treated with a bullish mindset overall [17][18]. 1.4 Macro Strategy (Stock Index Futures) - 16 provinces completed the old - community renovation plan. China and France held talks. The stock market trading was light, and it is recommended to hold long positions in stock index futures evenly [19][20][21]. 1.5 Macro Strategy (Treasury Bond Futures) - The central bank will conduct a 100 - billion - yuan repurchase operation. The treasury bond futures fell sharply. It is recommended to hold short positions before the market sentiment stabilizes [22][24][25]. 2. Commodity News and Comments 2.1 Agricultural Products (Corn Starch) - The boxboard and corrugated paper industries' operating rates increased. The corn starch supply pressure is expected to remain low. It is recommended to operate around the current processing fee in the rice - flour price difference strategy [26][27]. 2.2 Black Metals (Steam Coal) - The steam coal price in the northern port market was weak. The coal price is expected to decline seasonally from December to January [28]. 2.3 Black Metals (Iron Ore) - The global new ship order volume decreased by over 40% year - on - year. The iron ore price is expected to fluctuate sideways [29]. 2.4 Black Metals (Coking Coal/Coke) - The coking coal auction price in Lvliang increased. The first round of coke price cuts was implemented. The coking coal and coke market is expected to fluctuate [30][31]. 2.5 Agricultural Products (Corn) - The inventory of corn deep - processing enterprises increased month - on - month but decreased year - on - year. The 01 contract is expected to drive the market upward in the short - term, and mid - and long - term opportunities should be focused on [32][33]. 2.6 Agricultural Products (Soybean Oil/Rapeseed Oil/Palm Oil) - Argentina's soybean planting progress was delayed. The vegetable oil market weakened, and the palm oil price rebound was blocked. It is recommended to pay attention to the palm oil's rebound opportunities [34][35]. 2.7 Non - ferrous Metals (Copper) - The dehydration project of Kamoa - Kakula Copper Mine progressed smoothly, and high - grade mining is expected to resume. Mercuria plans to extract over 40,000 tons of copper from LME warehouses. The copper price is expected to fluctuate at a high level, and it is recommended to buy on dips [36][37][38]. 2.8 Non - ferrous Metals (Polysilicon) - Shaanxi's photovoltaic and wind power mechanism electricity prices were announced. The polysilicon supply - demand contradiction worsened. It is recommended to operate cautiously and consider option double - buying opportunities [39][40]. 2.9 Non - ferrous Metals (Industrial Silicon) - Hesheng Silicon Industry's controlling shareholder pledged part of its shares. The industrial silicon market is expected to fluctuate between 8800 - 9500 yuan/ton [41][42]. 2.10 Non - ferrous Metals (Lead) - The LME lead 0 - 3 spread was at a discount, and the lead ingot social inventory reached a 15 - month low. It is recommended to buy lead on dips [43][44]. 2.11 Non - ferrous Metals (Zinc) - The LME zinc 0 - 3 spread was at a premium, and the zinc ingot social inventory decreased. It is recommended to hold long positions and pay attention to the pressure near 23,000 yuan/ton [45][46]. 2.12 Non - ferrous Metals (Nickel) - Vale's 2026 nickel production is expected to be 175,000 - 200,000 tons. The nickel market is expected to fluctuate and wait for new drivers [47][48]. 2.13 Non - ferrous Metals (Lithium Carbonate) - Salt Lake Co., Ltd. is expected to exceed its lithium carbonate production plan. It is recommended to short on rallies in the short - term and buy on dips in the mid - term [49][50]. 2.14 Non - ferrous Metals (Tin) - The LME tin 0 - 3 spread was at a premium. The tin price is expected to fluctuate at a high level, and it is recommended to buy on dips [51][52]. 2.15 Energy and Chemicals (Carbon Emissions) - The CEA closing price was 60.03 yuan/ton. The CEA price is expected to fluctuate in the short - term [53][54]. 2.16 Energy and Chemicals (Natural Gas) - The US natural gas inventory decreased week - on - week. The NYMEX natural gas faces downward pressure [55][57]. 2.17 Energy and Chemicals (LLDPE) - China's polyethylene production decreased week - on - week. The LLDPE supply - demand is still relatively loose, and short - selling should pay attention to macro disturbances [58][59]. 2.18 Energy and Chemicals (PTA) - The operating rates of the Jiangsu and Zhejiang textile industries decreased. The PTA price is expected to have limited downward space in the short - term, and it is recommended to buy on dips [59][60][61]. 2.19 Energy and Chemicals (Caustic Soda) - The caustic soda price in Shandong decreased locally. The caustic soda market is expected to be weak in the short - term [62][63]. 2.20 Energy and Chemicals (Urea) - The urea enterprise inventory decreased. The urea price is expected to be supported by inventory reduction, and attention should be paid to the new upward drive from the macro - level [64][65][66]. 2.21 Energy and Chemicals (PVC) - The PVC price decreased slightly. The PVC market is expected to fluctuate at a low level due to high supply and low demand [67][68][69]. 2.22 Energy and Chemicals (Soda Ash) - The soda ash manufacturer inventory decreased. The soda ash market is under pressure due to supply expansion and demand reduction, and it is recommended to short far - month contracts on rallies [70][71]. 2.23 Energy and Chemicals (Float Glass) - The float glass manufacturer inventory decreased. The float glass market is expected to be weak, and it is recommended to short on rallies in the mid - term [72].

"目前,车间主体已全面完工,内部装饰收尾后即可进场调试设备,2026年1月就能进入试运行阶段。"近日, 在位于莒县陵阳街道的山东正统食品有限公司,总经理助理夏九锋全天靠在一期年产1.5万吨熟制品项目 现场,力争项目早建成、早投产。 "我们打造的恒温15摄氏度车间,将配备全自动化生产线,实现油炸、上粉、冷却、称重、包装全流程无人 化操作。"夏九锋介绍,项目在规划设计上对标行业前沿标准,采用最新工艺技术,确保十年内保持领先优 势。在产品定位上,企业聚焦高端餐饮连锁市场,主打鸡排、鸡腿、鸡胸肉及减脂餐等熟食产品,项目达产 后预计年产值可达3亿元,成为区域食品加工产业的新标杆。 "选址这里是最正确的决定。"谈及落户陵阳街道的缘由,夏九锋直言,"周边的成群食品日屠宰肉食鸡达十 万只,本地蔬菜供应充足,原料本地自采率能达到85%,大幅降低了物流成本。" 更让企业安心的是当地政府的"暖心服务"。"项目建设中大小事务,只要找服务专员张菲菲,她都能第一时 间协调解决。"夏九锋所说的张菲菲是街道招商办主任,全程包靠该项目,常态化深入施工现场,精准对接 供水、用电、用气等需求,成为夏九锋眼中最可靠的"后勤保障员"。 同样感受到"陵 ...

数字基础设施是发展数字经济的基础。只有搞好基础设施建设，才能促进产业结构的优化升级。优化信 息网络设施。立足区域产业结构特征，科学规划新型数字基础设施，加大信息化建设的投资力度，加快 推进5G网络等信息通信网络的统筹规划，实现城乡重点区域、工业园区、交通枢纽的连续覆盖，夯实 数字经济发展基础；重点强化乡村数字基建薄弱环节，缩小城乡、区域间通信基础设施差异，降低数据 传输、存储、交易等成本，为区域产业结构优化提供重要支撑。加大创新研发投入强度。地方政府要加 大对高校科研的支持力度，鼓励高校开展原创性研究，不断强化组织保障、人才保障、资源保障，完善 科研创新体系，提高科技创新能力；强化对中小微和初创企业的资金与政策支持，发挥企业的主体作 用，主动借鉴国内外企业技术创新经验，持续完善、应用和推广新数字技术，提升企业的市场竞争力。 推动区域数字经济协同发展，构建开放共赢的联动格局 强化产业数字化转型支持，激活产业升级的存量引擎 □ 蒋永彩戴德锋 发展数字经济，可催生新产业（300832），也可赋能传统产业。应加快数字经济与传统产业的融合，增 强传统产业优化升级的内在驱动力。构建智慧农业体系。加快物联网传感器、无人机等 ...

12月2日，省人大常委会副主任魏国强在镇江宣讲党的二十届四中全会精神，围绕乡村全面振兴开 展调研，并走访全国人大代表魏巧。市人大常委会党组书记、主任李健陪同调研。 魏国强指出，学习好贯彻好党的二十届四中全会精神，是全省各级人大和人大代表的重要政治任 务。要学习领会、把握重点，始终坚持"三农"工作重中之重的定位，坚持产量产能、生产生态、增产增 收一起抓，坚持精准帮扶，切实推动农业农村现代化迈上新台阶；立足岗位、发挥作用，当好传统农业 向现代农业转型的探索者、当好农民增收致富的带动者、当好联合融合发展的实践者，切实推动中央决 策、省委部署落地见效；依法履职、推动发展，坚持人民至上，践行全过程人民民主，聚焦农民群众关 心关注的热点问题，强化立法保障、监督促进，为高水平农业强省建设贡献力量。 市人大常委会副主任黄万荣，镇江经开区有关负责同志参加调研和座谈交流。（记者 单杉 通讯员 赵敬敬） 魏国强一行实地调研了镇江经开区大路镇东岳村、江苏润果农业发展有限公司，并召开座谈会，就 学习贯彻党的二十届四中全会精神，与基层人大代表和市县人大负责同志面对面交流。 ...

12月4日沪指下跌0.06%，盘后龙虎榜数据显示，机构现身26只个股龙虎榜，净买入15只，净卖出11 只。深沪股通席位出现在19只个股龙虎榜。 证券时报·数据宝统计显示，12月4日机构专用席位现身26只个股龙虎榜，合计净买入1.19亿元。个股来 看，净买入15只，净卖出11只。 机构龙虎榜净买卖个股 机构专用席位净买入金额最多的是和而泰，该股今日收盘涨停，全天换手率为14.52%，成交额为60.88 亿元。因日涨幅偏离值达10.10%上榜龙虎榜，前五大买卖营业部中有3家机构专用席位，为买二、买 三、买四，合计净买入32987.34万元。同时上榜的还有深股通专用席位，净买入1.88亿元，营业部席位 合计净卖出3083.90万元。资金流向方面，该股全天资金净流入3.26亿元。 初灵信息，今日收盘涨停，全天换手率为35.23%，成交额为16.47亿元。因日换手率达35.23%、日收盘 价涨幅达20.00%上榜龙虎榜，前五大买卖营业部中有8家机构专用席位，为买一、买二、买三、买四、 卖一、卖二、卖三、卖五，合计净买入8261.61万元。资金流向方面，该股全天资金净流入2.44亿元。 | 002565 | 顺灏股份 | ...

中新社广州12月4日电 题：穆拉图·特肖梅：中国式现代化如何为全球治理注入新动力？ 中新社记者 王坚 中国式现代化如何为全球治理注入新动力？中国如何以"发展"为共通语言，架起南南合作的理解与共赢 之桥？ 作为"全球南方"资深对话者与"中国发展模式"的见证者，埃塞俄比亚前总统穆拉图·特肖梅在2025年"读 懂中国"国际会议(广州)举办期间接受中新社"东西问"采访时，就中国与全球南方国家的共同发展、农业 现代化合作、中国"十五五"规划蓝图以及全球治理倡议等议题进行深入阐释。 他指出，中国式现代化正为完善全球治理体系持续注入确定性、包容性与发展性。 2025年11月30日，穆拉图·特肖梅在2025年"读懂中国"国际会议(广州)期间接受采访。中新社记者 王坚 摄 穆拉图·特肖梅表示，他特别关注"十五五"规划建议这一重要议题。"作为长期关注中国发展的老朋友， 我希望通过这次会议更深入地理解这份发展蓝图。在我看来，这是一份立足现实、着眼长远的系统性规 划，展现了中国政府对国家发展道路的清晰构想。" 穆拉图·特肖梅认为，"十五五"规划建议是一个具有历史意义的议程，它聚焦高质量发展，致力于通过 创新驱动、高科技、人工智能等来 ...

以高质量发展为例，中国旨在建设服务实体经济的现代化产业体系，培育新质生产力。这意味着在核心 技术上实现突破，从高性能芯片、量子计算到大型人工智能模型与深空探测。近年来的成果如"人工智 能+"行动，将渗透到科学研究、制造业乃至消费领域，创造从精准农业到城市规划都由人工智能赋能 的场景。 规划建议同样注重加强国内市场以及推动构建新发展格局。通过银发经济、低空经济，以及乡村旅游等 行业来得到提振。乡村振兴将加快农业现代化以及城乡融合发展。试想广袤农田配备智能灌溉与无人机 巡检，或乡村重生为生态旅游与电商中心。这些举措将缩小区域差距，优化中国经济布局，实现均衡增 长。在不平等加剧的世界里，这种对共同富裕的追求提供了值得效仿的范式。 绿色转型贯穿其中，推动建设美丽中国。作为全球可再生能源装机量最大的国家，中国承诺全面转向低 碳发展道路。这包括向世界输出可负担的绿色技术——从太阳能板到电动汽车——以帮助全球应对气候 变化。 当世界摇摆不定时，这次全会邀请我们向东看。在逆境中培育自立自强、推动绿色创新、优先共享繁 荣，中国开辟出一条让所有人都受益的进步道路。 新华社开普敦12月3日电（记者王晓梅 王雷）南非主流媒体《邮卫报 ...

在韩国釜山心满意足的特朗普在打道回府之后，就收到了一个坏消息，果然不在本土这几天，就有人跳出来给他的关税战争上眼药。然而，坏消息接踵而 至，不仅仅是国内出现大问题，另一边中国的后手很快打出，中加将联手反击美国的关税战争？ 当地时间10月30日，美国参议院以51票赞成、47票反对的结果终止特朗普基于"国家紧急状态"的全球关税政策，其重要原因是有4名共和党议员倒戈支持民 主党。 这一结果完全是"情理之中，意料之外"的，说情理之中是关税战导致的负面影响，已经让美国第三季度经济增长出现明显放缓，而物价进一步推高。如果美 联储的货币政策可以打个配合的话，那么情况还能控制得住，可偏偏此次美联储又只降25个基点，并且表示12月的大幅降息并非是板上钉钉的。市场对此颇 为悲观，美股与国际金价集体暴跌。 既然无法从货币政策上调控，那就只能解决供应链问题，而持续不断地关税已经导致农业、汽车制造等成本明显上涨，伤害到共和党的一些基本盘，因此有 议员倒戈也不足为奇。 其实令人奇怪的是，为什么只有四个人反对？很大程度上，是因为特朗普在党内、国内的威权仍在，只要想在未来三年混个什么履历的，都不好在此时过分 得罪他。 其实在参议院通过该决议 ...

Core Insights - New Zealand's government aims to enhance foreign direct investment (FDI) through the establishment of the New Zealand Investment Agency, addressing the country's historically low FDI levels compared to OECD averages [1] Group 1: Investment Agency and Strategy - The New Zealand Investment Agency will focus on attracting investments ranging from NZD 100 million to NZD 1 billion, as well as projects with potential over NZD 20 million [1] - The agency will act as a bridge for local investors, connecting domestic businesses with high-value investment opportunities, and ensuring the "Active Investor Plus" system promotes New Zealand's economy [1] - The agency will also provide recommendations for government policies and regulatory frameworks to position New Zealand as a globally competitive investment destination [1] Group 2: Strategic Growth Areas - Six strategic growth areas have been identified by the New Zealand Investment Agency: private infrastructure, renewable energy, data infrastructure, digitalization and artificial intelligence, agriculture, pharmaceuticals and space technology, advanced manufacturing and processing facilities [1] Group 3: Investment Briefs - Three investment briefs have been released to support regional industry economies: tourism, wood processing, and innovative food production, highlighting New Zealand's competitive advantages and growth narratives in these sectors [2] - The briefs aim to showcase New Zealand's openness to business and readiness to scale and seize new opportunities for international investors [2]

该食堂开业于2023年。食堂相关负责人介绍，街道内60周岁以上的老年人在此就餐，按一荤两素一汤的 标准只需按半价支付5元。食堂会根据老人用餐习惯、饮食特点，对菜品进行适老化改造。如今老年食 堂还升级打造社区银发助餐点和"小哥友好食堂"，日均客流超百人次。 像这样的老年食堂，钱塘在"十四五"时期已建成35家，此外建成助餐点30家，年助餐人数44.5万人次。 这些老年食堂(助餐点)累计接入"全城通"61家，老年人就餐实现全城通。 "老有所养"是钱塘强化基本民生保障力度的缩影。在养老设施网络建设方面，当地建成居家养老服务照 料中心94家，区域性居家养老服务中心9家，实现社区居家养老设施全覆盖；创建康养联合体7家，实现 街道全覆盖。 同时，为加强养老服务保障，该区建设家庭养老床位324户、提供智慧养老服务5000余人，搭建"智养钱 塘"数字化平台，建成智慧养老院1家，在居家养老服务中心配置智能服务终端66套。 中新网杭州12月4日电(记者 王逸飞)既要经济持续高质量发展，又要补好民生事业及公共服务"短板"， 这是任何一座产业新城"起步"时都必须面对的问题。在浙江，杭州市钱塘区在答好这道"既要又要"的考 题上，交出了颇 ...