周日歇业政策积极的方面是，享受到此权利的员工拥有更多休息时间，而且自周日歇业政策生效以 来，贸易行业的营业额也有小幅增长。但消极的方面是，波黑联邦从事贸易行业的就业人数在减少。去 年11月，波黑联邦从事贸易行业的就业人数为6.24万人，而今年3月下降至6.05万人，这意味着有2000人 因这项政策而失业。而且自从周日歇业政策实行以来，一些从事贸易服务行业的职工休息时，加油站、 博彩业店、面包店等不被包括在周日歇业政策中的职工尤其受到影响，他们的工作量翻番。同时，因周 日歇业影响，周六各大超市人流涌动，购物变得困难。目前，没有迹象表明波黑联邦政府是否会就周日 歇业政策做出任何改变，预计该政策仍将持续执行。（驻波黑使馆经商处） （原标题：波黑联邦周日歇业政策实施近一年"有人欢喜有人忧"） 波黑媒体klix 9月28日报道。自波黑联邦实施"周日歇业"政策以来已过去11个月。这项政策在社会 上引起了诸多争议，至今仍有许多事情悬而未决。波黑联邦政府多次表示，他们正密切关注该政策在实 践中的执行情况，不断听取反馈，并保留修改此决定的可能性。政府代表已与工会及雇主协会代表举行 了几次会议，但在周日歇业的问题上依旧没有进展。 ...

先说眼前这波"小涨"，不用记那些精确到小数点的数字，简单讲就是周二盘面没大波动：道指往上挪了80多点，标普涨了0.4%，纳指也飘了0.3%，看着都 是小碎步，但架不住9月整月发力——道指涨了1.87%，纳指直接飙到5.61%，硬是把"连涨"的势头续到了五六个月。可咱们做中长线的，不能光看数字堆出 来的漂亮，就像逛菜市场，人挤人的热闹劲儿底下，得留神脚边有没有没扫干净的"香蕉皮"。 凌晨刷到美股收高的新闻，估计不少朋友第一眼就盯着"道指标普连涨五个月"乐，觉得这市场势头挺稳。但我蹲在屏幕前翻完细节，做了20年财经记者的直 觉就冒出来了——热闹背后，"政府停摆"这四个字才是真该攥在手里琢磨的，今天就跟大伙儿掏心窝子扒透这事儿。 现在这"香蕉皮"，就是眼看要炸的政府停摆。以前大家都觉得这事儿跟股市隔着一层，停就停了，过两天就好，但这次不一样——华尔街早就绷着弦呢：担 心劳动力市场慢慢冷下来，怕估值太高的股票撑不住，连"滞胀"的苗头都在盯着。这会儿政府要是真停摆，最要命的是数据断了档。美国劳工部都明说了， 一停摆，劳工统计局就全停，本周五要发的9月非农就业报告直接黄了——这报告可不是随便看看的，美联储下个月开会定利率 ...

经合组织预测，2026年全球经济增长将放缓至2.9%。关税上调将在很大程度上加 剧这一趋势，而持续的政治不确定性也将阻碍投资和国际贸易。近几个月来，美国总 统特朗普采取了多项举措，其中包括对来自世界各国的进口产品征收10%的关税。随后 他又对数十个国家征收了更高的关税，同时为谈判留下了空间。 经合组织表示，8月份美国有效关税总额升至19.5%，为1993年以来的最高水平。 该组织警告，未来经济前景仍面临相当大的风险。在当前政治不确定性的背景下，一 个关键担忧是进口商品关税可能进一步上涨。经合组织还称，随着食品价格上涨、地 缘政治紧张局势推高能源价格以及企业开始将关税上调的成本转嫁给消费者，通胀可 能上升。从积极的一面看，减少贸易限制、加快人工智能技术的开发和应用，可以增 强经济增长前景。 经合组织将今年美国经济增长预期从1.6%小幅上调至1.8%，但同时警告，受关税 上调和政治不确定性高的影响，美国经济可能出现进一步放缓的趋势。 （原标题：经合组织将全球经济增长预测上调至3%以上） 斯通社9月23日巴黎报道，经合组织（OECD）已将今年全球经济增长的最新预测 上调至3.2%，主要原因是全球经济对全球贸易紧张局 ...

证券之星消息，9月30日贸易板块较上一交易日上涨0.98%，中信金属领涨。当日上证指数报收于 3882.78，上涨0.52%。深证成指报收于13526.51，上涨0.35%。贸易板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601061 | 中信金属 | 9.57 | 2.68% | 28.26万 | | 2.70亿 | | 600058 | 五矿发展 | 9.10 | 1.56% | 15.06万 | | 1.37亿 | | 600250 | 南京商旅 | 11.10 | 1.56% | 8.46万 | 9346.61万 | | | 002091 | 江苏国泰 | 9.14 | 1.44% | 1 32.32万 | | 2.94亿 | | 600128 | 苏蒙5公业 | 10.45 | 0.97% | 3.87万 | 4029.03万 | | | 002183 | 怡亚通 | 5.27 | 0.96% | 101.61万 | | 5.34亿 | | 6 ...

Core Insights - The report highlights the resilience of supply chains between China and Belt and Road Initiative (BRI) countries amid global economic recovery challenges [1] - It emphasizes the acceleration and enhancement of mechanism construction under the BRI framework over the past two years [1] - The focus has shifted towards building an open and inclusive supply chain cooperation system [1] Trade and Investment Contributions - In 2024, BRI countries are expected to contribute 67.8% to China's foreign trade growth, with trade volume surpassing half of China's total goods trade for the first time [1] - China's direct investment in BRI countries reached $50.99 billion, a year-on-year increase of 22.9%, accounting for 26.5% of China's total outbound direct investment [1] - The top five BRI countries for Chinese outbound investment are Singapore, Indonesia, Thailand, Vietnam, and Luxembourg [1] Emerging Sectors - Key development areas include digital economy, green development, and blue economy [1] - "Silk Road e-commerce" has emerged as a new highlight in economic and trade cooperation, expanding partnerships to 36 countries [1] Special Focus - The report marks the seventh annual release by the Ministry of Commerce Research Institute, with a special chapter on the Shanghai Cooperation Organization (SCO) and discussions on promoting high-quality development of the BRI [2]

Group 1 - The core viewpoint of the news is that ST Xinhua Jin has faced significant financial distress, leading to a trading halt and a subsequent drop in stock price, indicating severe market concerns about the company's viability [1][2] - As of September 30, 2025, ST Xinhua Jin's stock hit the limit down price of 5.32 yuan, reflecting a decline of 5% and a total market capitalization of 2.281 billion yuan [1] - The company has reported a drastic decline in net profit, with a 354.59% decrease in 2024 and a further 39.45% drop in the first half of 2025, raising alarms about its financial health [2] Group 2 - The company is facing high operational risks due to significant shareholder pledges and 406 million yuan in funds occupied by related parties, which could lead to delisting [2] - Recent negative events, including the judicial freezing of 186 million shares held by a major shareholder, have raised concerns about potential liquidity issues and legal disputes, further eroding market confidence [2] - The stock's inclusion in the ST board has led to increased caution among investors, as stocks in this category are often viewed unfavorably due to operational or financial issues [2]

Core Viewpoint - The company has announced a guarantee progress report for its subsidiaries, indicating a commitment to support their business operations through financial backing [1] Group 1: Guarantee Details - The company is providing guarantees for five subsidiaries, including Ningbo Yuanda and Yuanda Energy, to apply for credit from CITIC Bank and SPD Bank, with a total amount not exceeding 400 million yuan [1] - This guarantee falls within the expected limit and does not require further review [1] Group 2: Financial Implications - The total amount of external guarantees provided by the company and its subsidiaries exceeds 100% of the latest audited net assets, posing a potential risk [1] - After this guarantee, the total external guarantee amount reaches 11.65 billion yuan, which is 495.80% of the audited net assets for the year 2024 [1] - There are no overdue or litigated guarantees reported [1] Group 3: Management Perspective - The board of directors believes that the guarantees will support the subsidiaries' business operations and that the associated risks are manageable [1]

Group 1 - Shanghai Wumart (SH 600822) announced on September 29 that its 10th Board of Directors held a meeting via telecommunication to review the progress of land compensation for leased plots and related transactions [1] - For the year 2024, Shanghai Wumart's revenue composition is 98.61% from commercial activities and 1.39% from other businesses [1] - As of the report date, Shanghai Wumart has a market capitalization of 5.5 billion yuan [1] Group 2 - The competition between Farmer and Yibao has intensified, with Farmer's green bottle launch leading to a significant market share decline for Yibao, dropping nearly 5 percentage points [1]

Market Performance - The trade sector increased by 1.2% compared to the previous trading day, with Yi Yatong leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up by 0.9%, while the Shenzhen Component Index closed at 13479.43, up by 2.05% [1] Individual Stock Performance - Yi Yatong (002183) closed at 5.22, with a rise of 2.15% and a trading volume of 856,800 shares, amounting to a transaction value of 443 million yuan [1] - CITIC Metal (601061) closed at 9.32, up by 2.08%, with a trading volume of 211,100 shares and a transaction value of 195 million yuan [1] - Jiangsu Guotai (002091) closed at 9.01, increasing by 2.04%, with a trading volume of 383,300 shares and a transaction value of 345 million yuan [1] Capital Flow Analysis - The trade sector saw a net inflow of 41.96 million yuan from main funds, while retail funds experienced a net outflow of 21.09 million yuan and 20.87 million yuan respectively [2] - Yi Yatong had a main fund net inflow of 17.34 million yuan, but retail funds showed a net outflow of 8.86 million yuan [3] - CITIC Metal recorded a main fund net inflow of 8.20 million yuan, with retail funds experiencing a net outflow of 9.34 million yuan [3]

Core Viewpoint - The Chinese Foreign Ministry's Hong Kong office strongly condemns and opposes the recent U.S. State Department's "Annual Investment Environment Report," which allegedly undermines Hong Kong's national security law and its business environment [1] Group 1: Hong Kong's Economic Environment - Since the implementation of the Hong Kong National Security Law and the "Maintenance of National Security Ordinance," Hong Kong's prosperity and stability have been better guaranteed, with a stronger foundation for growth [1] - Hong Kong has maintained its position as the world's freest economy and has returned to the top three in global competitiveness rankings, with its talent ranking rising to fourth globally, all surpassing the United States [1] Group 2: U.S. Economic Interests in Hong Kong - The U.S. has significant economic interests in Hong Kong, with a trade surplus exceeding $270 billion over the past decade, the highest among its global trading partners [1] - Currently, nearly 1,400 American companies are investing and operating in Hong Kong [1] Group 3: U.S. Actions and Their Impact - The U.S. is accused of politicizing and weaponizing economic issues, exaggerating risks for foreign companies operating in Hong Kong, which disrupts normal exchanges and cooperation between Hong Kong and the U.S. [1] - The Chinese side urges the U.S. to respect China's sovereignty and the rule of law in Hong Kong, calling for the cancellation of sanctions and cessation of interference in Hong Kong affairs and China's internal matters [1]