证券之星消息，12月8日贸易板块较上一交易日上涨0.31%，南京商旅领涨。当日上证指数报收于 3924.08，上涨0.54%。深证成指报收于13329.99，上涨1.39%。贸易板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600250 南京商旅 | | 1.04亿 | 35.21% | -4145.79万 | -14.07% | -6233.04万 | -21.15% | | 600710 | 苏美达 | 998.11万 | 6.40% | 990.76万 | 6.35% | -1988.86万 | -12.76% | | 000151 中成股份 | | 631.04万 | 11.23% | -173.14万 | -3.08% | -457.90万 | -8.15% | | 600278 东方创业 | | 430.70万 | 4.72% | 747.39万 | 8.19% | -1178. ...

交易所数据显示，12月8日，中电港收盘22.89元，上涨1.24%，滚动市盈率PE（当前股价与前四季度每 股收益总和的比值）达到50.30倍，创13天以来新低，总市值173.94亿元。 从行业市盈率排名来看，公司所处的贸易行业行业市盈率平均48.21倍，行业中值52.88倍，中电港排名 第22位。 股东方面，截至2025年11月30日，中电港股东户数93041户，较上次减少2441户，户均持股市值35.28万 元，户均持股数量2.76万股。 最新一期业绩显示，2025年三季报，公司实现营业收入505.98亿元，同比增加33.29%；净利润2.58亿 元，同比增加73.06%，销售毛利率2.88%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)12中电港50.3073.383.23173.94亿行业平均 48.2182.083.95108.01亿行业中值52.8862.612.5982.87亿1苏美达11.1312.111.69139.04亿2物产环能 11.3010.071.3274.38亿3江苏国泰12.7313.280.93146.81亿4建发股份13.969.650.51284.15亿5辽宁成 ...

Group 1 - Xiamen concept stocks in the A-share market experienced a collective surge, with Xiamen Airport hitting the upper limit, and other stocks like Xiamen Port, Xiamen Xinda, Xiamen Xiangyu, and Xiamen Guomao also rising [1] - The Xiamen Municipal Committee of the Communist Party released suggestions for the 15th Five-Year Plan, emphasizing the acceleration of building a cross-strait common market [1] - The plan includes optimizing the business environment related to Taiwan, exploring free trade of goods between Xiamen and Taiwan, and establishing a cross-strait standardization city [1] Group 2 - The development service center for Taiwanese businesses in the Xiamen Free Trade Zone will be enhanced, along with the establishment of a one-stop government service platform [1] - The plan aims to improve the sea and air direct transportation system between Xiamen and Taiwan, creating a "Xiamen-Taiwan-Global" corridor [1] - Efforts will be made to optimize direct shipping routes and expand the capacity of passenger and roll-on/roll-off shipping lines to Taiwan, as well as to develop a cross-border e-commerce distribution center [1]

Summary of Key Points from Conference Call Records Industry Overview - The records primarily discuss the macroeconomic outlook for China and Japan, focusing on fiscal revenue and monetary policy implications for 2026 [1][2][3][4][5][8][10]. Key Insights and Arguments 1. **China's Fiscal Revenue Outlook for 2026**: - China's broad fiscal revenue is expected to stabilize and increase, driven by stable macro tax burdens, anti-involution policies, performance of special taxes, and enhanced tax collection measures [1][2][3][4]. - The overall fiscal revenue is projected to show uncertainty but trend towards stability [4]. 2. **Factors Influencing China's Fiscal Revenue**: - **Stable Macro Tax Burden**: Emphasis on maintaining a reasonable macro tax burden and regulating tax incentives to address the ongoing decline in macro tax levels [3]. - **Anti-Involution Policies**: These policies are anticipated to help improve prices in 2026, particularly benefiting domestic value-added tax revenues from manufacturing and wholesale sectors [3]. - **Performance of Special Taxes**: The shift towards domestic demand may reduce the drag from export tax refunds, while higher trading volumes in the securities market could enhance stamp duty contributions [3]. - **Strengthened Tax Collection Measures**: Increased coverage and regulation of personal income tax and compliance requirements for local government investment incentives are expected to improve fiscal stability [3]. 3. **Japan's Economic Stimulus and Fiscal Challenges**: - Japan's government has introduced a ¥21.3 trillion economic stimulus plan, primarily targeting inflation and social subsidies, which is expected to raise the fiscal deficit to 3.0% in 2026 [1][8]. - The effectiveness of Japan's fiscal expansion is anticipated to be weaker compared to the U.S. and Germany, with a projected GDP impact of only 0.5 percentage points [8][9]. 4. **Market Risks and Volatility**: - The combination of fiscal expansion and monetary tightening in Japan has raised risks of a reversal in yen carry trades, particularly as the Bank of Japan shifts towards a hawkish stance [8][10]. - Current market conditions show a balanced position in yen trading, with net long positions emerging, indicating a more stable environment compared to previous extremes [11][12]. 5. **U.S. Economic Data and Implications**: - Recent U.S. economic data, including a decline in ADP employment figures and stagnant PCE consumption growth, suggest a weakening labor market and potential for a rate cut by the Federal Reserve in December [7]. Other Important but Overlooked Content - The records highlight the importance of monitoring the interplay between U.S. and Japanese monetary policies, particularly during periods of contrasting stances, which could create volatility in the markets [10]. - The potential for Japan's fiscal measures to lead to increased inflationary pressures, despite initial subsidies aimed at reducing costs, is a critical consideration for future economic stability [9][12].

根据公告，隽林合伙计划自公告披露之日起十五个交易日后的三个月内，即2025年12月29日至2026年3 月28日，通过集中竞价、大宗交易方式减持全新好不超过1732.25万股，占公司总股本的5%，即所持有 的全部股份，减持原因系"自身资金需求安排"。按照全新好最新收盘价9.95元计算，隽林合伙拟套现 1.72亿元。 2025.12.07 本文字数：1862，阅读时长大约4分钟 作者 |第一财经 魏中原 近日，A股上市公司全新好（000007.SZ）股价走势强劲，创下阶段新高。然而，就在公司股价高位运 行之际，公司持股5%以上的股东建德隽林企业管理合伙企业(有限合伙)（以下简称"隽林合伙"）发布减 持计划，拟清仓式减持所持全部5%股份，引发市场高度关注。 全新好主营业务盈利能力近年来持续下滑，前三季度归母净利润仅341.80万元，第三季度的归母净利润 仅2.97万元。股东选择在公司股价创下阶段新高后实施清仓式减持，与公司微薄的盈利水平形成鲜明对 比。 董事长关联方"抄底"轻松翻倍 截至三季度末，隽林合伙位列全新好前十大股东第四位。除了清仓式减持以外，隽林合伙此番减持的时 点颇受关注。全新好股价自年初以来呈现上涨 ...

2025.12. 07 本文字数：1862，阅读时长大约4分钟 作者 | 第一财经 魏中原 近日，A股上市公司全新好（000007.SZ）股价走势强劲，创下阶段新高。然而，就在公司股价高 位运行之际，公司持股5%以上的股东建德隽林企业管理合伙企业(有限合伙)（以下简称"隽林合 伙"）发布减持计划，拟清仓式减持所持全部5%股份，引发市场高度关注。 全新好主营业务盈利能力近年来持续下滑，前三季度归母净利润仅341.80万元，第三季度的归母净 利润仅2.97万元。股东选择在公司股价创下阶段新高后实施清仓式减持，与公司微薄的盈利水平形 成鲜明对比。 董事长关联方"抄底"轻松翻倍 根据公告，隽林合伙计划自公告披露之日起十五个交易日后的三个月内，即2025年12月29日至 2026年3月28日，通过集中竞价、大宗交易方式减持全新好不超过1732.25万股，占公司总股本的 5%，即所持有的全部股份，减持原因系"自身资金需求安排"。 按照全新好最新收盘价9.95元计 算，隽林合伙拟套现1.72亿元。 截至三季度末，隽林合伙位列全新好前十大股东第四位。除了清仓式减持以外，隽林合伙此番减持的 时点颇受关注。全新好股价自年初以来呈 ...

Borderlands Mexico is a weekly rundown of developments in the world of United States-Mexico cross-border trucking and trade. This week: Trump mulls scrapping USMCA as industry groups push for renewal; DP World opens Querétaro warehouse to support Mexico’s nearshoring boom; and East Coast Warehouse & Distribution launches first Texas operation. Trump mulls scrapping USMCA as industry groups push for renewal While major industry groups are urging federal authorities to extend the U.S.–Mexico–Canada Agreeme ...

根据公告，隽林合伙计划自公告披露之日起十五个交易日后的三个月内，即2025年12月29日至2026年3 月28日，通过集中竞价、大宗交易方式减持全新好不超过1732.25万股，占公司总股本的5%，即所持有 的全部股份，减持原因系"自身资金需求安排"。按照全新好最新收盘价9.95元计算，隽林合伙拟套现 1.72亿元。 截至三季度末，隽林合伙位列全新好前十大股东第四位。除了清仓式减持以外，隽林合伙此番减持的时 点颇受关注。全新好股价自年初以来呈现上涨趋势，特别是近两个月加速上涨，10月29日以来，该股累 计上涨34.5%，区间最高价11.09元，创下2019年12月以来的阶段新高。却选择在此时减持，可能预示着 对公司未来业绩增长的谨慎态度。 近日，A股上市公司全新好（000007.SZ）股价走势强劲，创下阶段新高。然而，就在公司股价高位运 行之际，公司持股5%以上的股东建德隽林企业管理合伙企业(有限合伙)（以下简称"隽林合伙"）发布减 持计划，拟清仓式减持所持全部5%股份，引发市场高度关注。 全新好主营业务盈利能力近年来持续下滑，前三季度归母净利润仅341.80万元，第三季度的归母净利润 仅2.97万元。股东选择 ...

Group 1: World Economic Forum Insights - The core theme for China's economy in 2025 is technology and capability, highlighting the country's ability to leverage technological advancements and talent to enhance competitiveness [5][9] - Over 40% of the global lighthouse network members are located in China, with six out of twelve new members added in September being Chinese factories, indicating China's leadership in advanced manufacturing [7] - Nearly 50% of best practices in artificial intelligence are being implemented in China, showcasing the country's forefront position in various sectors [9] Group 2: Asian Development Bank Insights - The key terms for China's economy in 2025 are resilience, adaptability, and foresight, reflecting the country's ability to navigate external uncertainties [11] - Significant progress in infrastructure development in Chongqing has enhanced trade potential with ASEAN and global markets, demonstrating China's strategic vision in building trade corridors [11] - China's economy grew by 4.8% in Q3 and 5.2% in the first three quarters of the year, with exports increasing by nearly 7%, showcasing resilience in the face of external challenges [13] Group 3: OECD Insights - The OECD has raised its economic growth forecast for China in 2025 to 5%, attributing this to the country's resilience, transformation, and vitality [17] - Key themes for China's economy include resilience, transformation, and vitality, with a focus on industrial and structural upgrades driven by technological innovation [17] - Chinese companies are increasingly investing abroad and sharing technology, contributing to local economic development in host countries [23][25]

Core Viewpoint - Guiyang has successfully implemented its "14th Five-Year Plan" by focusing on building an inland open economy, enhancing trade and economic cooperation, and promoting high-quality development through a robust open economy strategy [1] Group 1: Economic Expansion - Over the past five years, Guiyang has expanded its overseas markets, establishing trade partnerships with over 200 countries and regions globally [2] - The city has achieved an average annual trade growth of 37.3% with Belt and Road and RCEP member countries, and 27.1%, 21.2%, and 49.4% with Southeast Asia, South Asia, and Central Asia respectively [2] Group 2: Infrastructure Development - Guiyang has extended cross-border transport channels, becoming a key link between Southwest China and Southeast Asia [3] - The city has established a "road-rail-air" trade transport system, with the international land port completed by the end of 2022, and has transported 33,900 TEUs of goods to date [3] Group 3: Platform and Industry Growth - The city has enhanced its open innovation platforms, with the foreign trade import-export volume from the "1+5" national-level platforms increasing from 43.4% in 2021 to 68.8% in 2024 [4] - Guiyang has developed a comprehensive port system and established the first comprehensive bonded international land port in the country, achieving significant growth in the export of used cars [4] Group 4: Market and Business Development - Guiyang has seen a significant increase in market entities, with 809 new foreign trade enterprises established, including 143 with over 100 million yuan in performance [6] - The city has also attracted 424 new foreign investment enterprises, with a notable increase in advanced manufacturing and high-tech industries [6] Group 5: Trade and Service Innovation - Guiyang has diversified its trade models, leading in cross-border e-commerce and achieving a "Bonded+" business import-export volume of 17.57 billion yuan in 2024 [7] - The city has actively engaged in service trade, particularly in digital technology and cultural sectors, and has been recognized as a national pilot for service trade innovation [7]