天眼查App显示，近日，瑞丽市庆嶂珠宝店（个体工商户）成立，法定代表人为漆建辉，注册资本10万 人民币，经营范围为一般项目：珠宝首饰批发；珠宝首饰零售；互联网销售（除销售需要许可的商 品）；珠宝首饰回收修理服务；艺（美）术品、收藏品鉴定评估服务；工艺美术品及收藏品批发（象牙 及其制品除外）；工艺美术品及收藏品零售（象牙及其制品除外）；工艺美术品及礼仪用品销售（象牙 及其制品除外）；文艺创作；个人互联网直播服务；非金属矿及制品销售（除依法须经批准的项目外， 凭营业执照依法自主开展经营活动）。 ...

仅用一句话，搅动全球风云！特朗普祭出100%对华关税的杀手锏，瞬间让全球金融市场陷入史诗级动荡！ 避险资金疯狂涌动，黄金以惊人速度冲上历史巅峰。投资者们在"及时行乐"与"赌徒心态"之间挣扎，这场大戏是怎样一步步走到这样的？ 这事儿就发生在当地时间10月10日，特朗普突然威胁要对所有源自中国的进口商品，施加高达100%的额外关税。 这可不是闹着玩的，消息一出，全球金融界都炸了锅！ 几小时后，纽约商品交易所的黄金期货价格，瞬间冲破4000美元/盎司关口。 这场看似突然的飙升，实则是多重风险叠加的结果。 而这场大戏最耀眼的主角，无疑是与我们息息相关的奢侈品，黄金！它的价格应声狂飙，连带着让纽约曼哈顿那些古老的珠宝店，都变得异常热闹起来！ 全球市场的避险情绪几乎是秒速升温，资金开始了一场大迁徙。 就在本月6日，金价才刚刚创下一个历史新高，没过几天，10日的这记重磅消息，直接把它再次推向了一个令人咋舌的高度——超过每盎司4000美元。 政治事件对金价的催化作用，就是这么直接，这么粗暴。 特朗普这番话，说白了，更像是一场精心算计的高风险政治秀。 很多人都看得明白，这背后瞄准的是他国内的政治支持，与其说这是一个板上钉钉的决 ...

Core Viewpoint - The article discusses the recent surge in gold prices and the subsequent risk warnings issued by multiple banks regarding precious metal investments, highlighting the need for cautious investment strategies in a volatile market [3][4][5]. Group 1: Risk Warnings from Banks - Several banks, including China Construction Bank and Industrial and Commercial Bank of China, have issued warnings about the increased volatility in precious metal prices, advising investors to enhance their risk awareness and manage their positions carefully [5][6]. - China Bank announced an increase in the minimum purchase amount for its gold accumulation products from 850 RMB to 950 RMB, effective October 15 [7]. - Industrial and Commercial Bank raised the minimum investment for its "Ruyi Gold Accumulation" product from 850 RMB to 1000 RMB, while maintaining a minimum purchase of 1 gram [7]. Group 2: Market Performance - October has been a remarkable month for precious metals, with gold prices reaching a historic high of 4085 USD/ounce on October 13 and peaking at 4150 USD/ounce shortly thereafter, marking a year-to-date increase of 57% [9]. - Silver prices have also surged, with a record high of 53.579 USD/ounce on October 14, reflecting an increase of nearly 80% year-to-date [9]. - Major jewelry brands in China have raised their gold jewelry prices, with some exceeding 1200 RMB/gram, a rise of over 50% since the beginning of the year [9]. Group 3: Future Price Outlook - Analysts believe that while short-term price corrections are possible, the long-term upward trend for gold remains intact, supported by ongoing central bank purchases and a shift in monetary policy [12]. - As of September, China's gold reserves reached 7406 million ounces, with a continuous increase for 11 months, indicating strong institutional support for gold prices [12]. - The anticipated further interest rate cuts by the Federal Reserve are expected to enhance gold's appeal as a safe-haven asset, with market expectations for additional cuts in October and December [12][13].

Group 1: Market Performance - The consumption ETF (159928) rose over 1.3% today, with a trading volume exceeding 520 million yuan, marking a net inflow of over 440 million yuan yesterday and an additional 60 million yuan today, achieving eight consecutive days of capital inflow [1] - The latest scale of the consumption ETF (159928) has surpassed 19.9 billion yuan, nearing the 20 billion yuan mark, significantly leading its peers [1] Group 2: Hong Kong Market Insights - The Hong Kong consumption 50 ETF (159268) experienced a slight increase of 0.1%, with a trading volume exceeding 30 million yuan, accumulating over 12 million yuan in net inflow over the past 20 days [3] - Key component stocks showed mixed performance, with notable gains in brands like Bling and Pop Mart, while companies like Mixue Group and Anta Sports saw declines [3] Group 3: Consumer Trends and Opportunities - The upcoming Double 11 shopping festival is expected to boost consumer spending, with Alibaba's Taobao implementing significant subsidy measures to enhance sales [6][8] - The retail sector is anticipated to perform in line with expectations during the National Day holiday, driven by customer traffic, although average spending per customer remains under pressure [6] Group 4: Investment Outlook - The current market environment presents a rebound opportunity due to low valuations and a clean slate for companies, with expectations of improved fundamentals in sectors like beer and dairy [8] - Structural growth remains robust, particularly among younger consumers and in emerging markets, with certain stocks showing reasonable valuations and high growth potential over the next three years [8] - Four categories of investment opportunities are highlighted for the next six months, focusing on low absolute valuations, historical valuation comparisons, high growth certainty, and short-term policy-driven sectors [8] Group 5: ETF Composition - The consumption ETF (159928) has a significant concentration in its top ten holdings, with over 68% weight, including leading liquor companies and major consumer goods firms [10] - Notable stocks in the ETF include Wuliangye, Kweichow Moutai, and Yili, each holding substantial weight in the index [11]

黄金，已经彻底疯了。最近几年，金价暴涨的消息频频上热搜，黄金期货的价格从2022年初的1800美元/盎司，狂飙到了现在的4000美元，屡创新高。 央视财经 大家最后悔的就是，当年没多买点金子，而金铺们也很痛苦，金价一涨，抑制消费，生意大不如前。 但印度的金铺们似乎并不遵循市场规律，9月份，印度的黄金的进口量，环比增长近100%，一个月时间买了大约120吨！ 这并非一次偶然，受高金价影响，2024年中国的黄金消费量大跌10%，而印度却逆势上涨了6%，其中又以黄金饰品对比最明显，中国在全球金饰消费中 的占比，从2024年一季度的38%，暴跌到四季度19%，而印度却从20%涨到了35%，黄金越贵，越爱买金器。 喜马拉雅山一山之隔，黄金市场冰火两重天。 01 隐藏的黄金之国 这种不要命的举动，主要是因为当时全球消费被封控抑制，金价出现了下跌趋势，相比2020年每盎司便宜了300美元左右，在印度人眼里，捡便宜的黄 金，比自己的命重要多了。在毒圈反扑最严重的5月，印度的黄金进口量突破了154吨，创下历史纪录。 当然，你也不能说印度人一点安全意识都没有，根据彭博社报道，为了减少感染风险，部分印度民众选择避开拥挤的小金店，跑 ...

Core Insights - The forum organized by Chow Tai Fook Jewelry Group focused on the cultural significance and development of jadeite, exploring its historical context, professional foundations, cultural craftsmanship, and contemporary design [1][2][4][6][8] Group 1: Historical Context and Cultural Significance - Professor Qiu Zhili emphasized that jadeite culture is not unique to China, as it has historical traces in Europe, Central America, and Japan, but it uniquely embodies the cultural attributes of Chinese jade, becoming a cultural symbol deeply rooted in the Chinese spiritual world [2] - The discussion highlighted that jadeite transcends ordinary jewelry, carrying the connotation of "gentlemen compare virtue to jade" [2] Group 2: Industry Standards and Global Recognition - Su Jun, Director of the Technical Research Department of the Jewelry National Inspection Group, discussed the importance of unified industry standards for jadeite to break regional limitations and enter international markets [4] - A significant outcome shared was the proposal to use "Feicui" as the international standard name for jadeite at the CIBJO 2024 conference, which aims to unify global recognition and lay a foundation for cultural dissemination [4] Group 3: Craftsmanship and Cultural Expression - Zhang Hong, Executive Vice President of the China Arts and Crafts Association, discussed the cultural implications and artisan spirit behind jadeite craftsmanship, highlighting the significance of the jade carving technique recognized as a national intangible cultural heritage since 2008 [6] - The "Four Great Jadeite National Treasures," created by over 60 experts and artisans, weigh over 800 kilograms and serve as a key representation of Chinese jade craftsmanship and cultural depth [6] Group 4: Contemporary Design and International Appeal - Liu Xiaopeng, Senior Jewelry Creative Director at Chow Tai Fook, shared insights on the differences in design expression between Eastern and Western cultures regarding jadeite, emphasizing the need to balance natural color distribution and cultural connotation in design [6] - The new high-end jewelry series "Tian Yuan Di Fang" exemplifies this approach, showcasing jadeite's unique value on the international jewelry stage [8] Group 5: Future Perspectives - The forum concluded with discussions on the future of the jadeite industry, with all participants agreeing that jadeite is a vital carrier of Chinese culture on the international stage [8] - Chow Tai Fook remains committed to showcasing the beauty of Chinese culture through jewelry, promoting jadeite's unique charm globally [8]

2025年10月4日，由Bonjour Brand中法品牌美学中心主办，四川唯怡饮料食品有限公司作为首席合作伙 伴联合呈现的时尚艺术项目Bonjour Echoes在巴黎布隆尼亚宫盛大启幕。作为巴黎时装周Welcome to Paris的官方EVENT活动，Bonjour Echoes继2024年后再次以集体形式将中国原创设计力量带入国际顶级 时尚舞台。三大核心走秀品牌GRACE CHEN、SHUXUAN G.、HENGDI WANG登场，向世界展示来自 东方的美学创造。 本次活动得到了WDCC世界设计之都大会、上海高级定制周与时尚集团的大力支持，Bilibili 则作为官 方直播平台，为线上观众提供沉浸式观看体验。 SHUXUAN G.创立于2018年，以"空"的东方哲学为灵感，将高级定制转化为"可穿戴的哲学"。品牌在延 续传统工艺的同时，融入3D打印、生物材料与数字化设计，探索艺术、技术与人文的边界。 HENGDI WANG诞生于伦敦与上海之间，将东方神话与古典意象融入实验性工艺，结合3D打印织物与 重构刺绣，塑造兼具无性别与未来感的独特表达。 三位设计师的作品，共同构成了一幅关于当代中国时尚的多维图景： ...

Summary of Key Points from Conference Call Records Industry or Company Involved - **Wanhe Electric**: Focused on the domestic water heater market and international trade dynamics - **Haida Group**: Engaged in the feed and livestock industry - **Chow Tai Fook**: Involved in the jewelry retail sector - **Jinghong Company**: Focused on fashion retail and IP licensing - **New Australia Company**: Engaged in wool production and export - **Action Education Company**: Involved in educational services - **Babi Foods**: Engaged in the food and beverage sector - **Dongpeng Beverage**: Focused on the beverage industry - **Yuanwei**: Involved in medical supplies and equipment - **Water Sheep Co.**: Engaged in cosmetics - **Xiaoshangpin City**: Involved in small commodity trading Core Insights and Arguments Wanhe Electric - Benefiting from a turbulent international trade environment and strong domestic water heater business, with a product update cycle and space for domestic substitution - Estimated valuation around 12-13 times earnings, with governance improvements accumulating positive effects - Q3 revenue expected to show mid to high single-digit growth, with net profit growth potentially reaching 20%-40% due to low base last year [2][5] Haida Group - Q3 performance driven by feed business, with significant growth in aquaculture feed (over 20%) and pig feed (over 40%) - Overall profit expected to be between 45 to 50 billion yuan, with a focus on high growth in feed business and resilience against extreme weather [4][6][7] Chow Tai Fook - Strong performance during the National Day and Mid-Autumn Festival, with a 10% same-store sales growth in East China - Gross margin for weight-based products increased by about 10 percentage points to 30%, enhancing store profitability [8][9] Jinghong Company - Optimistic Q3 outlook with double-digit revenue growth and faster profit growth, driven by low base effects and improved performance of Teenie Weenie brand - New store monthly efficiency reached 400,000, with IP licensing businesses expected to meet annual performance guidance [10] New Australia Company - Benefiting from a rapid increase in Australian wool prices, with a projected revenue boost starting in Q4 and continuing into H1 2026 - Ongoing expansion projects in Ningxia and Vietnam expected to contribute significantly to revenue [11][12] Action Education Company - Positive Q3 fundamentals with significant growth in collections and strategic adjustments in course offerings - New customer orders outpacing old customer orders, indicating a successful recruitment strategy [13][14] Babi Foods - Anticipated Q3 revenue growth of 15% and profit growth of 20%-25%, driven by improved store performance and new product launches [18] Dongpeng Beverage - Expected Q3 revenue and profit growth of 33% and 35%, respectively, with strong sales momentum in September [19] Yuanwei - Q3 performance stable with slight growth, driven by increased production capacity and successful market transitions [20][21] Water Sheep Co. - Anticipated significant growth during the Double Eleven shopping festival, with a focus on high-end cosmetics and strategic partnerships [23][24] Xiaoshangpin City - New market opening expected to contribute significant revenue, with a projected increase in overall profits for Q3 [28][31] Other Important but Possibly Overlooked Content - Wanhe Electric's competitive advantages include strong domestic market resilience and upgraded supply chain capabilities [5] - Haida Group's nationwide layout helps mitigate extreme weather impacts, enhancing operational stability [6] - Chow Tai Fook's pricing strategy adjustments and product upgrades are key drivers of same-store sales growth [9] - Jinghong Company's focus on high-repurchase-rate brands and new store openings is crucial for future growth [10] - New Australia Company's expansion plans and market conditions indicate a favorable outlook for the wool industry [11][12] - Action Education Company's strategic regional adjustments aim to enhance operational efficiency and profitability [13] - Xiaoshangpin City's cross-border e-commerce platform offers unique market opportunities compared to competitors [29]

Group 1 - The core point of the news is that Zheng Zhigang, a prominent entrepreneur from Hong Kong, has been appointed as the Chairman of the Board for Crisp Momentum Inc., a U.S. short video content production and distribution company, after resigning from his positions at New World Development [1][2]. - Zheng Zhigang has acquired approximately 24% equity in Crisp Momentum Inc. through his wholly-owned ALMAD Group [1]. - Zheng's resignation from New World Development was to allocate more time for public service and personal matters, highlighting his shift in focus towards new ventures [2]. Group 2 - Crisp Momentum Inc. is building a platform that connects global creators with audiences, emphasizing the significance of mobile video as a powerful narrative medium [3]. - With Zheng's vision and investment, Crisp Momentum Inc. is poised to expand its brand scale and enhance mobile-first entertainment experiences for millions of users worldwide [3]. - Zheng believes that short video content is reshaping interactions with culture, information, and entertainment, and he sees potential for Crisp Momentum Inc. to become a global industry leader [3].

以下文章来源于格隆 ，作者万连山 格隆 . 一个游走于资本市场与佛祖之间的浪子。我可以生，可以死，我大笑，由天决定！ 本文来自微信公众号： 格隆 （ID：guru-lama） ，作者：万连山，题图来自：AI生成 今年假期，想着不去人挤人，决定去稍微小众的云南腾冲。 机票贵到离谱，只好广州→昆明→保山→腾冲，一路转车、顺便看风景。晚上9点，终于到了地方， 兴奋的心情被浇熄一半。 大街上行人没有几个，在秋风中显得格外冷清。 进入度假村，完全黑灯瞎火，一栋栋居民楼亮灯率不足一成，路灯没有几个亮的，几乎只能靠月光辨 别方向。 乌漆嘛黑的。 收拾好去吃饭，更是夸张。 横竖四个方向八条街，烧烤店、火锅店、特色菜乃至酒吧，绝大多数都是空的，偶尔有一两桌客人， 都称得上生意好。 这可是黄金周假期，再小众也不至于冷清成这样…… 虽然对不喜热闹的人而言，这样的氛围确实舒适。 但还是忍不住问一句：人呢？ 热闹与冷清同在 与个人感受到的冷清不同，今年假期整体的出行数据，依然火热。 据交通部的数据，10月1日～10月8日，全国累计跨区域人员流动量预计24.32亿人次，日均3.04亿， 同比增长6.2%。 从出行方式来看，铁路、水路、航 ...