来源：环球市场播报 标普500指数迅速转跌，走低0.9%，纳斯达克100指数下跌1.1% 标普1500非必需消费品指数（S15COND）一度下跌1.3%。 亚马逊跌2.4%，耐克跌2.6%。 KBW银行股指数回吐早前涨幅，下跌逾1%。 美国政府参股的稀土生产商MP Materials升至日内高点。 科技板块方面：费城半导体指数大跌2.3%；AMD、Coherent、Rambus和Arm Holdings扩大早前跌幅， 领跌该板块。 苹果下跌1.4%。 ...

据法庭文件，强生正面临来自逾6.7万名原告的诉讼，这些原告均称在使用婴儿爽身粉后确诊癌症，其中绝大多数涉及卵巢癌索赔，只有小部分指控滑石粉 产品致间皮瘤。过去一年，强生在多起间皮瘤案件中被判高额赔偿，而本次判决是单一原告获赔金额最高的一起判决。 为了应对涉爽身粉的大规模诉讼，强生公司选择采用了"得州两步破产法"（Texas two-step bankruptcy），即将其爽身粉负债剥离到子公司，然后再为子公司 申请破产保护，以此规避赔偿问题。该策略虽然被反对声音认为属于含有欺诈性转移资产的恶意破产，违反美国破产法，但目前美国已存在多个涉及石棉诉 讼后的成功"两步走"案例。 强生此前曾表示，该公司的"两步走"方案得到了83%的索赔人的支持，高于美国破产法规定的75%的要求。不过，今年3月底，美国法官第三次驳回强生方 案时表示，强生"为数千名债权人提供了不合理的短投票时间，而且不惜一切代价达到75%的比例"。 当地时间10月6日，美国洛杉矶一个陪审团认定强生公司（Johnson & Johnson）在最新一起指控其婴儿爽身粉致癌的诉讼中负有责任，因此须向一名因"间皮 瘤"去世女子的家属支付9.66亿美元（约合68 ...

"中欧工商界是支持中欧关系发展的中坚力量。"王冠男表示，下一步，中国贸促会将继续与欧洲工 商界密切合作，坚持互利共赢的正确方向，不断加强双方的沟通交流，为中欧经贸合作作出更大贡献。 【纠错】 【责任编辑:施歌】 据王冠男介绍，今年以来，中国贸促会已审批全国各组展单位赴欧洲国家出国展览立项计划373 项，计划展出面积21万多平方米。截至目前，实际执行出国展览项目193项，展出净面积12.6万多平方 米，参展企业6900多家，涉及机械、交通运输、信息通讯、消费品等多个行业领域。 新华社北京10月2日电（记者邹多为）今年是中国和欧盟建交50周年。中国贸促会新闻发言人王冠 男日前表示，中国贸促会着力在推动高层级经贸互动、支持企业赴欧参展、打造高水平合作平台三方面 下功夫，助力中欧经贸合作不断走深走实。 ...

立即订阅 精品VIP投研内容 当前内容仅限订阅用户查看 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com VIP ...

格隆汇10月1日｜BCA研究：将英国股市从超配评级下调至中性评级；将全球工业板块从减配评级上调 至超配评级；将全球消费品行业从中性评级下调至减配评级。 ...

Group 1 - The manufacturing Purchasing Managers' Index (PMI) in China for September is reported at 49.8%, indicating a 0.4 percentage point increase from the previous month, suggesting continued improvement in manufacturing sentiment [1] - Manufacturing production activities accelerated in September, with the production index reaching 51.9%, up 1.1 percentage points from last month, marking a six-month high [3] - The new orders index stands at 49.7%, reflecting a 0.2 percentage point increase from the previous month, indicating a slight improvement in market demand [3] Group 2 - Key industries such as equipment manufacturing, high-tech manufacturing, and consumer goods are experiencing rapid expansion, with their PMIs significantly above the overall manufacturing sector [5] - Small enterprises have shown a notable increase in PMI, indicating continued improvement in their economic conditions [7] Group 3 - The National Development and Reform Commission has allocated 690 billion yuan in special bonds to support the consumption upgrade program, with a total of 3.3 billion people applying for subsidies, driving sales exceeding 2 trillion yuan [7] - The Western Land-Sea New Corridor has transported nearly 1.1 million TEUs of goods in the first nine months of the year, representing a 70.3% year-on-year increase [9] Group 4 - The Ministry of Finance and the Ministry of Commerce announced plans to develop an international consumption environment, selecting around 15 pilot cities to enhance consumer experience for inbound travelers [11][13] - The national social security fund reported an investment return rate of 8.10% for the year, with total assets amounting to 33,224.62 billion yuan by the end of 2024 [14]

Core Insights - The manufacturing Purchasing Managers' Index (PMI) for September is at 49.8%, showing a 0.4 percentage point increase from the previous month, indicating a slight improvement in economic output [1] - The non-manufacturing business activity index stands at 50.0%, down 0.3 percentage points from last month, suggesting stability in the non-manufacturing sector [2] - The comprehensive PMI output index is at 50.6%, reflecting a 0.1 percentage point increase, indicating a slight acceleration in overall economic output [1] Manufacturing Sector - Manufacturing production activities have accelerated, with the production index reaching 51.9%, up 1.1 percentage points, marking a six-month high [1] - The new orders index is at 49.7%, a 0.2 percentage point increase, indicating improved market demand [1] - Key industries such as equipment manufacturing, high-tech manufacturing, and consumer goods are expanding, with PMIs of 51.9%, 51.6%, and 50.6% respectively, all above the manufacturing average [1] Non-Manufacturing Sector - The non-manufacturing business activity index is at 50.0%, indicating stability, while the service sector index is slightly higher at 50.1%, remaining in the expansion zone [2] - Certain industries, including postal, telecommunications, and financial services, have business activity indices above 60.0%, indicating strong growth [2] - However, sectors closely related to consumer spending, such as dining and entertainment, have seen indices drop below the critical point due to the end of the summer season [2] Economic Outlook - The production and operation activity expectation index for manufacturing is at 54.1%, indicating positive market expectations for the near term [2] - Analysts predict that the "year-end effect" and "holiday effect" will boost investment and consumption-related demand, particularly in construction and service sectors [2] - Overall, the macroeconomic environment is expected to continue improving in the fourth quarter, supported by potential policy measures and market confidence [3]

Domestic News - The National Development and Reform Commission has allocated 69 billion yuan in special long-term bonds to support the consumption of old goods for new ones, completing the annual allocation of 300 billion yuan in central funds [1] - The Ministry of Finance and the Ministry of Commerce have issued a notice to support pilot projects for new consumption formats, encouraging collaboration between quality consumer resources and well-known IPs [2] - The National Financial Supervision Administration has released guidelines for the high-quality development of health insurance, focusing on enhancing sustainability and regulatory oversight [2] Economic Indicators - In the first eight months of 2025, the software industry reported a revenue of 96,409 billion yuan, a year-on-year increase of 12.6%, with total profits reaching 13,186 billion yuan, up 13.0% [3] - The manufacturing Purchasing Managers' Index (PMI) for September was recorded at 49.8%, an increase of 0.4 percentage points from the previous month, indicating continued improvement in manufacturing activity [3] Market Overview - The Shanghai Composite Index closed at 3,882.78, up 0.52%, while the Shenzhen Component Index rose by 0.35% to 13,526.51 [8] - The onshore RMB was quoted at 7.1186, appreciating by 24 points, while the offshore RMB stood at 7.1262, up by 13 points [8]

Core Insights - The company has transformed from a "phase hotspot" to a "sustainable benchmark" in the health industry, driven by a dual strategy of "medical + consumer" [1] - The company achieved a compound annual revenue growth rate of approximately 15%, with projected revenue of 9 billion yuan for 2024, reflecting its commitment to stability and innovation [1] - The company has established a global supply chain network and a diverse product matrix, showcasing its strategic determination and innovative spirit [1] Financial Performance - In the first half of 2025, the company reported revenue of 5.3 billion yuan, a year-on-year increase of 31.3%, and a net profit of 490 million yuan, with a growth rate of 28.1% [3] - The medical segment generated revenue of 2.52 billion yuan, up 46.4%, while the consumer segment achieved 2.75 billion yuan, a growth of 20.3% [4][6] Product Development and Innovation - The company has invested 1.808 billion yuan in R&D over five years, maintaining a research intensity of over 3% of revenue [9] - The development of cotton-based medical consumables has positioned the company as a leader in sustainable practices, with 1,109 patents in medical consumables and 986 in consumer products [12] Global Expansion - The company has expanded its overseas sales channels, achieving revenue of 1.43 billion yuan in the first half of 2025, a growth of 81.3% [14] - The acquisition of GRI in the U.S. has enhanced the company's capabilities in R&D, manufacturing, and sales, facilitating its transition from "product export" to "brand export" [14] ESG and Social Responsibility - The company has received a Wind ESG rating of A, with a score of 7.53, ranking in the top 21% of its industry [15] - The company emphasizes social value creation, contributing to agricultural modernization and responding to public health emergencies [16]

9月中国制造业PMI升至49.8% 企业生产扩张加快 广告等商务合作，请点击这里 从行业看，食品及酒饮料精制茶、汽车、铁路船舶航空航天设备等行业生产指数和新订单指数均高于 54.0%，产需释放较快。 本文为转载内容，授权事宜请联系原著作权人 9月份，大型企业PMI为51.0%，比上月上升0.2个百分点，持续高于临界点，保持平稳扩张态势；中型 企业PMI为48.8%，比上月略降0.1个百分点，景气水平基本平稳；小型企业PMI为48.2%，比上月上升 1.6个百分点，景气水平有所改善。 装备制造业、高技术制造业和消费品行业这三大重点行业较快扩张，PMI分别为51.9%、51.6%和 50.6%，均明显高于制造业总体，同时上述重点行业生产指数和新订单指数均位于扩张区间，企业供需 两端较为活跃；高耗能行业PMI为47.5%，比上月下降0.7个百分点。 9月份，生产经营活动预期指数为54.1%，比上月上升0.4个百分点，连续三个月回升，表明制造业企业 对近期市场发展预期向好。霍丽慧指出，从行业看，农副食品加工、汽车、铁路船舶航空航天设备等行 业生产经营活动预期指数均位于57.0%以上较高景气区间，相关企业对行业发展信心 ...