Economic Impact - China's travel advisory against Japan has led to a significant decline in Japanese tourism, with Chinese tourists accounting for 21.3% to 35% of total foreign tourist spending in Japan in 2024 [2] - From November 15 to 18, Chinese airlines canceled approximately 500,000 tickets to Japan, representing 32% of the booking volume, potentially costing Japan around 2.2 trillion yen, equivalent to over 100 billion RMB [2] - Japan's cultural and seafood industries are also suffering, with many scheduled events being postponed or canceled, leading to losses in the film industry estimated in the tens of billions of RMB [4] Military Pressure - As of December 4, the number of Chinese vessels in the East Asia sea exceeded 100, creating a significant military presence [5] - Chinese J-15 fighter jets successfully locked onto Japanese F-15s at distances of 50 km and 150 km, indicating a substantial advancement in China's military capabilities [5] Legal and Diplomatic Response - China's Foreign Minister Wang Yi utilized international law to counter Japan's claims regarding Taiwan, referencing historical documents and international resolutions that affirm Taiwan as part of China [7] - This legal argument effectively undermines Japan's position on Taiwan, framing any Japanese intervention as a violation of post-World War II international order [8]

Group 1 - The core transaction on December 12 involved a block trade of 351,300 shares of Northern Rare Earth, amounting to 16.3671 million yuan, with a transaction price of 46.59 yuan per share [1] - Over the past three months, Northern Rare Earth has recorded three block trades, totaling 27.5864 million yuan [2] - The closing price of Northern Rare Earth on the day of the transaction was 46.59 yuan, reflecting a 1.72% increase, with a daily turnover rate of 2.07% and a total trading volume of 3.421 billion yuan [2] Group 2 - The latest margin financing balance for Northern Rare Earth is 7.068 billion yuan, which has decreased by 265 million yuan over the past five days, representing a decline of 3.61% [3] - The company was established on September 12, 1997, with a registered capital of 3.615 billion yuan [3]

（原标题：越南修订《地质矿物法》，禁止出口稀土原料） 新加坡《联合早报》12月11日报道称，越南国会通过立法，禁止出口稀土原料。越南此次修订《地 质矿物法》加强了对矿藏的管控，并为该行业制定了新的规则。 彭博社报道，根据将于明年1月生效的新法，越南政府将严格管控稀土的勘探、开采和加工，并禁 止出口稀土原料。只有获得政府批准的公司才能开采、加工和使用稀土。新法规定，越南将鼓励在稀土 的提取、选矿、分离和深加工技术的研究、转让和开发方面开展国际合作，以支持国内稀土产业的发 展。 根据美国地质调查局3月发布的报告，越南拥有350万吨稀土矿藏，位居全球第六。修订后的法律还 规定，稀土的深加工必须与产业生态系统的发展相结合，以提升越南的本地价值链，并确保其在稀土领 域的自给自足。据越南政府网站发布的消息，越南农业与环境部正在制定一项国家稀土矿产战略，该战 略将于2026年初提交政府。 ...

据越南快讯网报道，修正案自2026年1月1日起生效。根据该修正案，越南所有稀土勘探、开采和加工活动必须符合国家稀土战略及总体规划。只有越南政 府指定或授权的机构和企业可获准开展稀土勘查、开采和加工活动，越南政府将统一管理地质数据，规范贸易并保持适当储备。 据美国地质调查局2025年发布的报告，越南稀土储量约为350万吨，居世界第六位。 据新华社援引越南媒体报道，越南第十五届国会第十次会议11日通过地质与矿产法修正案，将稀土列为严格受国家监管的特殊战略资源，并禁止稀土原矿 出口。 来源：新华社 ...

Group 1 - Xuan Bamboo Bio-B (02575) surged over 22.09% after announcing that its innovative drug Xuan Yue Ning was included in the national basic medical insurance drug list [1] - Zhaoyan New Drug (06127) rose over 13.4% as the price of crab-eating macaques exceeded 100,000 yuan, with reports indicating a supply shortage and prices reaching 120,000 to 130,000 yuan [1] - Domestic property stocks saw a broad increase, with Rongxin China (03301) up 5.26%, Shimao Group (00813) up 1.45%, and others, following the Central Economic Work Conference that outlined key tasks for the economy next year [1] Group 2 - Haidilao (06862) increased over 2.5% as it announced the internal testing phase for its first large-scale hot pot restaurant in Guangzhou [1] - Sutech Juchuang (02498) rose over 6.26% ahead of the International Consumer Electronics Show (CES) scheduled for January 6-9, 2026, in Las Vegas [1] - Consumer concept stocks mostly advanced, with notable increases in Jiumaojiu (09922) by 3.61% and others, following the Central Economic Work Conference emphasizing domestic demand [2] Group 3 - Yituo Co., Ltd. (00038) surged over 8%, with a cumulative increase of over 20% in three trading days, as Goldman Sachs highlighted its favorable position in China's agricultural modernization [2] - Jin Jie Holdings (03918) fell nearly 2% amid ongoing border conflicts between Cambodia and Thailand, prompting safety advisories for Chinese citizens [2] - Smoore International (06969) dropped nearly 3% after British American Tobacco (BTI.US) provided a weak earnings outlook due to regulatory pressures in the U.S. e-cigarette market [2] Group 4 - Zijin Mining (02899) rose over 3% following remarks at the 2025 China International Gold Market Annual Conference about new opportunities for the gold industry in the Hainan Free Trade Port [3][4] - Lumexa Imaging (LMRI.US) debuted on the U.S. stock market with an opening increase of over 1.6%, providing outpatient imaging services across 13 states [5] - Rare earth stocks strengthened, with Perpetua Resources (PPTA.US) up 13.42% after announcing a partnership to enhance domestic mineral processing capabilities [5] Group 5 - Bitcoin-related stocks showed mixed results as Bitcoin fell below 90,000 yuan, with Coinbase (COIN.US) down 2.21% and others experiencing slight changes [6] - Space-related stocks surged, with Planet Labs PBC (PL.US) up 35.01% after reporting a 33% year-over-year revenue increase [7] - Disney (DIS.US) saw a 2.42% increase after announcing a $1 billion investment in OpenAI, allowing the use of its IP for AI-generated video content [7]

多位业内人士表示，此次调整核心原因在于指数的编制规则。上证50指数样本选择以过去一年A股日均 总市值、日均成交金额为核心考核指标，同时强调流通盘规模与交易流动性，以保障被动资金高效配 置。这一动态调整机制，本质是让指数更精准反映当前经济结构与市场趋势。 事实上，本次被调出的4家企业均为各自领域的龙头标杆，基本面稳健且核心竞争力突出。 以保利发展为例。据财报数据显示，2025年前三季度，公司实现营收1737亿元，归母净利润19.28亿 元，保持行业领先的规模。销售端表现同样亮眼，1-11月，公司累计实现签约面积1165.63万平方米、 签约金额2408.66亿元。据克而瑞统计，其销售金额位居行业榜首，彰显出强劲的市场竞争力与行业龙 头实力。 近日，上交所、深交所及中证指数有限公司联合发布公告，对A股多只核心指数样本股进行定期调整。 其中，上证50、科创50、沪深300、中证A50等指数调整于12月12日收市后生效，深证成指、创业板指 等指数调整则定于12月15日实施。 作为沪市核心资产风向标，上证50指数本次调整备受关注，共更换4只样本股。具体来看，上汽集团、 北方稀土、华电新能、中科曙光4家企业成功入选，保利 ...

周四，稀土概念股走强，Perpetua Resources(PPTA.US)大涨10%，TMC the metals(TMC.US)涨超4%，克 利夫兰克里夫(CLF.US)涨超3%，MP Materials(MP.US)、USA Rare Earth(USAR.US)涨超1%。消息面 上，12月9日，Perpetua Resources宣布与爱达荷国家实验室合作建设模块化试点加工厂，旨在恢复锑等 关键矿物并用于国防应用，提升国内防御矿产加工能力。公司拥有Stibnite Gold项目，预计在矿山生命 周期内生产近1.5亿磅锑，支持国防矿物供应链和军事规格锑三硫化物生产。 ...

智通财经APP获悉，周四，稀土概念股走强，Perpetua Resources(PPTA.US)大涨10%，TMC the metals(TMC.US)涨超4%，克利夫兰克里夫(CLF.US)涨超3%，MP Materials(MP.US)、USA Rare Earth(USAR.US)涨超1%。消息面上，12月9日，Perpetua Resources宣布与爱达荷国家实验室合作建设模 块化试点加工厂，旨在恢复锑等关键矿物并用于国防应用，提升国内防御矿产加工能力。公司拥有 Stibnite Gold项目，预计在矿山生命周期内生产近1.5亿磅锑，支持国防矿物供应链和军事规格锑三硫化 物生产。 ...

新华社河内12月11日电（记者邹学冕 刘颍）据越南媒体报道，越南第十五届国会第十次会议11日通过 地质与矿产法修正案，将稀土列为严格受国家监管的特殊战略资源，并禁止稀土原矿出口。 ...

证券日报网讯12月11日，北方稀土（600111）在互动平台回答投资者提问时表示，截至12月10日公司的 股东数量为699911户。 ...