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11月经济数据出炉,政策或靠前发力
HUAXI Securities· 2025-12-15 09:48
Economic Performance - November industrial added value increased by 4.8% year-on-year, slightly below the expected 5% and the previous month's 4.9%[1] - The industrial export delivery value showed a year-on-year decline of 0.1%, a significant improvement from the previous month's -2.1%[1] - The service sector production index grew by 4.2% year-on-year, a slowdown of 0.4 percentage points from the previous month[2] Retail and Consumption - Retail sales in November increased by 1.3% year-on-year, down from 2.9% in the previous month[3] - The contribution of national subsidies to retail sales declined by approximately 0.7 percentage points compared to the previous month[3] - Restaurant revenue growth slowed to 3.2% year-on-year, down 0.6 percentage points from the previous month, but still above the third quarter average of 1.4%[3] Investment Trends - Fixed asset investment decreased by 2.6% year-on-year from January to November, a decline of 0.9 percentage points compared to the previous month[4] - Manufacturing investment maintained positive growth, while real estate investment fell to -15.9% year-on-year[4] - In November, fixed asset investment showed a year-on-year decline of 12.0%, stabilizing close to the previous month's -12.2%[4] Real Estate Market - November real estate sales area and sales value decreased by 25.1% and 17.3% year-on-year, respectively, with sales area showing a month-on-month increase of 9.3%[5] - New home prices in 70 major cities fell by 0.4% month-on-month, with first-tier cities leading the decline at -1.1%[5] Supply and Demand Dynamics - The weighted year-on-year growth of industrial and service production indicators was 4.4%, while the demand side showed a decline of 3.8%[6] - The gap between production and demand growth rates is the largest since March 2020, indicating increasing supply-demand imbalances[7]
麦当劳回应涨价:15日起部分餐品价格增加0.5到1元
Zhong Guo Xin Wen Wang· 2025-12-15 09:04
中新网12月15日电 (记者 吴家驹)12月15日,有网友发现,一些麦当劳餐品的价格有所上调。其中,麦当劳1+1随心配红区中的双层吉士汉堡涨价1元。 当日,麦当劳中国方面向记者表示,12月15日起,部分餐品的价格增加0.5到1元。 那么人鸡排(树盐风 同达白工X+空 X层百工X2 味) + ¥ | +22.5 +¥0 ¥22 +¥0 +14.5 特制 酥酥多笋卷 麦乐鸡5块 菱香鸡 +¥0 ¥2+ +¥0 ¥77 +¥0 ¥15 ¥30.5 单买价 - ¥ 15.6 套餐优惠 = ¥ 14.9 | 到手价 ¥14.9 加入购物车 图自麦当劳小程序 ...
部分餐品价格增加0.5到1元 麦当劳中国回应涨价
Bei Jing Shang Bao· 2025-12-15 08:34
北京商报讯(记者 郭缤璐)12月15日,有消费者发现,麦当劳大部分餐品的价格有所上调,涨幅普遍 在0.5元到1元不等,包括多款汉堡、小食及套餐等。对此,麦当劳中国方面回应北京商报记者称,麦当 劳致力于持续为消费者提供高品质的餐食和超值的选择。2025年12月15日起,部分餐品的价格增加0.5 到1元。目前,麦当劳正在进行"麦麦农场美食节之十元吃堡"优惠活动,将继续为消费者带来超值美味 和便捷服务。 ...
港股收评:低开低走!科指大跌2.5%,科技股下挫,黄金股全天强势
Ge Long Hui· 2025-12-15 08:19
Market Performance - The Hong Kong stock market indices opened lower and continued to decline, with the Hang Seng Index dropping nearly 350 points to close at 25,628 points, reflecting a significant downturn in market sentiment [1] - The Hang Seng Technology Index experienced the largest decline, falling by 2.48%, while the Hang Seng Index and the China Enterprises Index decreased by 1.34% and 1.78%, respectively [1] Sector Performance - Major technology stocks, which serve as market indicators, collectively fell, with Baidu dropping nearly 6%, Alibaba down 3.57%, and both Xiaomi and Tencent declining over 2% [1] - Semiconductor, biopharmaceutical, robotics, gaming, automotive, and Apple-related stocks also saw declines, with SMIC falling over 4% and other notable declines in companies like BeiGene, WuXi Biologics, GAC Group, and Geely [1] Safe-Haven Assets - As risk aversion increased, gold prices approached historical highs, leading to a strong performance in gold stocks [1] - Institutions expect double-digit growth in new business premiums and NBV, contributing to a rise in domestic insurance stocks [1] - Consumer sectors, particularly restaurant and dairy stocks, benefited from favorable consumption policies and showed strong performance [1]
首钢园开设北京男篮“云主场”
Bei Jing Wan Bao· 2025-12-15 08:15
傍晚时分,第二现场香啤坊餐厅已经成为球迷们欢乐的海洋,现场随处可见印着"北京必胜"字样的应援 物,球迷们身着北京队球衣,有说有笑地等待着比赛开始。球迷楠楠一家人下午就来到首钢园,逛了六 工汇商场后又来到香啤坊饱餐一顿。儿子也是球迷,兴奋地和霹雳鸭吉祥物人偶合影。 晚7时30分,比赛正式打响。"北京队,加油""北京,必胜""好球"……球迷的呐喊声此起彼伏。随着北 京队球员投入第一记三分球,解说员宣布全场"钢啤"半价,现场观众又传来一阵掌声和欢呼声。比赛间 歇,霹雳鸭互动、趣味抽奖、神秘嘉宾空降等环节一次次点燃现场球迷热情。 北京北汽男篮征战客场期间,首钢体育还将携手首钢一九菜馆、狮王精酿餐吧、咪咕咖啡(首钢店)等 多个合作品牌餐厅,在首钢园不同地点开启"京聚云观赛·第二现场"活动,球迷可以在首钢园为远征的 球队呐喊助威。 球迷相聚在首 钢园香啤坊餐厅观看比赛直播,"第二现场"氛围十分热烈。 本报记者 潘福达 摄 本报讯(记者潘福达)12月13日晚,北京北汽男篮客场首战江苏男篮,不少京城球迷来到位于首钢园香 啤坊的第二现场观看比赛直播。据了解,随着2025-2026赛季CBA联赛开启,北京北汽男篮以首钢园为 核心 ...
麦当劳,涨价!
中国基金报· 2025-12-15 08:07
Core Viewpoint - McDonald's has increased the prices of various menu items by 0.5 to 1 yuan, affecting multiple burgers, snacks, and meal sets [2][12][14]. Price Changes - The price of the Big Mac has risen by 1 yuan, the Double Filet-O-Fish by 1 yuan, and the McFish by 1 yuan [12]. - In terms of snacks, McNuggets have increased by 1 yuan, the large chicken fillet by 1 yuan, and several other items such as the medium fries and McFlurry have seen a rise of 0.5 yuan [12]. Consumer Reactions - Consumers have expressed disappointment on social media, with comments indicating that the joy of eating at McDonald's has diminished due to the price hikes [14][15]. - The "1+1 Flexible Combo" meal, humorously referred to as the "poor man's meal," has not seen a price increase, remaining at 13.9 yuan, although some combinations have experienced a 1 yuan increase [14].
广东“诚信价格”行为指引公开征求意见
Nan Fang Ri Bao Wang Luo Ban· 2025-12-15 07:49
日前,《广东省商品零售行业"诚信价格"行为指引(征求意见稿)》《广东省餐饮行业"诚信价格"行为 指引(征求意见稿)》《广东省住宿业"诚信价格"行为指引(征求意见稿)》3份意见稿向社会公开征 求意见,意见反馈截止日期为2025年12月24日。 据悉,3份意见稿是广东省市场监督管理局根据《中华人民共和国价格法》等法律规定起草的,旨在推 动经营者遵守相关领域行为规范,营造放心消费环境,保护相关主体合法权益,维护市场公平竞争秩 序。 零售行业"诚信价格"行为指引指出,经营者可以根据自身特点和条件,采取消费者能够方便、有效获悉 的方式进行明码标价。电子商务经营者通过网络等方式销售商品或者提供服务的,应当通过网络页面, 以文字、图像等方式进行明码标价。同一标价方式上,可以同时标示会员价和非会员价,但标示应当做 到清晰醒目。标示会员价和非会员价的字体大小应当一致。 另外,经营者开展促销活动应当真实、准确、清晰、易懂,避免使用含糊不清、容易引起误解的语言、 文字、数字、图片或者视频等进行价格标示。 住宿业经营者不得虚构原价 住宿业价格实行市场调节价,由经营者依据经营成本和市场供求等情况依法自主制定,通过市场公平竞 争形成价格 ...
麦当劳回应涨价
21世纪经济报道· 2025-12-15 07:45
Core Viewpoint - McDonald's has increased the prices of various menu items by 0.5 to 1 yuan, effective December 15, 2025, impacting several burgers, snacks, and meal sets [1][6]. Price Changes - The Big Mac has seen a price increase of 1 yuan, while the Double Filet-O-Fish and McFish have also risen by 1 yuan [1]. - Other snacks such as McNuggets, Chicken Fillet, and various fries have increased by 0.5 to 1 yuan [1]. - The "1+1 Flexible Combo" remains unchanged at a starting price of 13.9 yuan, although some combinations have experienced a 1 yuan increase [2]. Financial Performance - McDonald's reported a revenue of $7.078 billion for Q3 2025, reflecting a year-on-year growth of 3%, and a net profit of $2.278 billion, up 1% [6]. - As of November 2025, McDonald's has over 7,100 restaurants in China [6].
【重磅】12月12日│以“创新力量与时代变革”为主题第十七届内蒙古金融家与企业家大会完美收关│2025•蒙域U35- U45杰出青商榜单成功发布
Sou Hu Cai Jing· 2025-12-15 07:35
12月12日,以"创新力量与时代变革"为主题的第十七届内蒙古金融家与企业家大会隆重闭幕, 2025•蒙域U35-U45杰出青商榜单成功发 布,内蒙古金融行业协会理事年会同期举行,来自自治区经济领域官员、专家学者及金融机构高管、商界领袖、青商代表300余人共聚一 堂,盘点2025,把脉2026,研讨内蒙古最新一轮改革可能的方向和力度,激辩实现内蒙古经济高质量发展的突围之道。 活动由内蒙古金融网、蒙域经济30人专家组主办;平安人寿内蒙古分公司、宇航人集团、额尔敦集团联合主办;阴山优麦、神驼乳业、 老绥元餐饮协办;古井贡酒、钉钉•纵横云、汉森红酒、维信羊绒、龙驹奶酒、万盛昌水业、国瑞联康医院品牌支持;首席经济学家论 坛、洪略全球智库、精彩纷呈RBF商业联盟、世界青商俱乐部、环球影响力智库、北宸智库、内蒙古新金融研究院智库支持;美国凯泽 大学、比利时列日大学HEC列日高商、意大利马可尼大学、富有国际教育(AIEI)集团学术支持;内蒙古金融行业协会、内蒙古经济学 会、内蒙古品牌建设促进会、内蒙古农牧业产业化龙头企业协会、内蒙古餐饮与饭店行业协会、内蒙古主持礼仪协会、内蒙古自治区烧 麦行业协会、蒙域青商俱乐部、阿拉善盟骆 ...
2025年11月经济数据点评兼债市观点:主要指标进一步回落-20251215
EBSCN· 2025-12-15 07:29
2025 年 12 月 15 日 总量研究 主要指标进一步回落 要点 事件: 2025 年 12 月 15 日,国家统计局公布 2025 年 11 月经济数据:1)11 月规模以 上工业增加值同比增长 4.8%,前值为增长 4.9%;2)1-11 月固定资产投资累计 同比下降 2.6%,前值为下降 1.7%;3)11 月社会消费品零售总额同比增长 1.3%, 前值为增长 2.9%。 点评: 规模以上工业生产同比增速下降但环比增速上升。11 月规模以上工业增加值同 比增长 4.8%,涨幅较 10 月下降 0.1 个百分点。从环比看,2025 年 11 月份规 模以上工业增加值环比增速为+0.44%,较 10 月有所上升。从结构来看,三大门 类中,相对于上月,2025 年 11 月采矿业增加值同比增速上升,但制造业,电力、 热力、燃气及水生产和供应业增加值同比增速则下降。 1-11 月固定资产投资累计同比降幅扩大,但 11 月环比降幅收窄。2025 年 1-11 月固定资产投资累计同比增速为-2.6%,降幅扩大。从环比增速来观察,11 月固 定资产投资环比增速为-1.03%,环比降幅收窄。从结构上来说,11 月房 ...