Core Viewpoint - The company Shenzhen Jiangtuo Commerce Co., Ltd. faced backlash after attempting to require employees to work on September 27, 2025, to compensate for lost time due to a typhoon, leading to the cancellation of employee benefits including a 14-day annual leave [5][6][12]. Group 1: Company Actions and Reactions - Shenzhen Jiangtuo initially planned to have employees work on September 27 to make up for time lost due to Typhoon "Hagupit," which caused a two-day holiday [5][12]. - Following employee complaints to the labor department, the company decided to cancel the work requirement for September 27, but announced the cancellation of the 14-day annual leave and all additional holidays [6][12]. - The company emphasized that it has always adhered to national regulations and has provided various benefits since its establishment in 2018 [5][6]. Group 2: Employee and Public Response - The incident sparked significant online discussion, with mixed reactions from the public; some supported the company while others criticized the cancellation of benefits [3][8][10]. - A former employee commented on the company's annual leave policy, suggesting that the cancellation was premeditated [10][11]. - The company’s representative expressed frustration over the situation, stating that the complaints made the company feel "very passive" and that the adjustments were necessary to avoid delays in shipping [12]. Group 3: Legal Perspective - A legal expert noted that as long as the company's revised leave policy complies with national laws, the decision-making process is considered legal and valid [14]. - According to the "Regulations on Paid Annual Leave for Employees," employees are entitled to paid leave based on their years of service, which the company must adhere to [14].

Group 1: US-India Relations - The relationship between the US and India has deteriorated significantly since February, particularly after the India-Pakistan conflict, leading to a diplomatic standoff despite maintaining formalities [2] - The US imposed a 25% tariff on Indian goods under the pretext of a Russian oil tax, raising the overall tax rate on Indian exports to the US to 50%, the highest among US allies, causing widespread protests in India [2] - Modi's government is attempting to restart bilateral trade talks despite the challenges posed by the US tariffs, which threaten the Modi administration's political stability and impact Indian agricultural workers [2] Group 2: Energy Dilemma - India, as the third-largest energy consumer globally, relies on imports for 90% of its energy needs, facing a dilemma due to US demands to stop importing Russian oil [3] - In July, the price of Russian oil imported by India was $68.9 per barrel, while US and Saudi oil prices were $74.2 and $77.5 per barrel respectively, indicating a potential increase in costs if India shifts its imports [3] Group 3: India's Response - India has expressed its discontent with the US's abrupt policy shift, especially since the US initially encouraged India to purchase Russian oil to stabilize prices during the early stages of the Russia-Ukraine conflict [5] - In response to US pressure, India has indicated that it would consider reducing Russian oil imports only if the US allows it to purchase oil from Iran and Venezuela, marking a shift from passive resistance to open confrontation [5] Group 4: US Strategic Intentions - The US's tariff policy reflects concerns over diminishing energy hegemony, aiming to compel countries to purchase US oil to revive domestic manufacturing and weaken the Russian economy [7] - However, this strategy has seen limited success, indicating challenges in achieving its intended outcomes [7] Group 5: Conflicting US Policies - There is a contradiction in US policy towards India, as the US Energy Secretary expressed support for India, while Trump announced increased pressure on India at the UN General Assembly, highlighting confusion in US-India relations [8] Group 6: Future Outlook - The immediate future of US-India relations appears bleak, with limited room for compromise from India and a hardline stance from Trump potentially pushing India towards other major powers [9] - The ongoing US-India dynamics not only affect bilateral relations but also reflect the broader restructuring of global energy dynamics, emphasizing the need for both nations to find a balance in their interests [9]

Core Viewpoint - The joint economic forecast report from five major German economic research institutions predicts only a slight growth of 0.2% for the German economy in 2025, highlighting ongoing structural weaknesses and the adverse impact of U.S. tariffs on global trade [1][2]. Economic Growth Outlook - The German economy has been in recession for the past two years, with stagnation observed in the first half of this year. Although government stimulus policies may lead to a potential rebound, widespread recovery is not expected due to persistent structural issues [1]. - The report emphasizes that traditional growth drivers, such as strong export growth and robust manufacturing, have diminished, indicating that future recovery will rely more on domestic economic activity supported by fiscal stimulus [1]. Impact of U.S. Tariffs - U.S. tariff policies are identified as a significant negative factor for both the German and global economic growth, with experts noting that the adverse effects of these tariffs are beginning to manifest [1][2]. - The assistant researcher at the German Economic Institute stated that the U.S. tariffs will continue to cast a shadow over the global economy, complicating international trade and leading to adjustments in global supply chains and production structures [2]. Risks to German Economy - The uncertainty surrounding U.S. tariff policies poses a risk to the recovery of the German economy, particularly affecting its export-oriented sectors. Any escalation in U.S. tariffs could directly impact Germany's export industry [2].

近日，新华锦（维权）因控股股东资金占用问题引发市场关注。 9月23日公告显示，新华锦发布《关于资金占用责令改正进展暨可能被实施其他风险警示及退市风险警 示的风险提示》公告，称控股股东超4亿元占用资金未归还。 时隔一个月资金占用仍未归还 退市风险加剧？ 8月26日晚间，新华锦曾发布公告称，公司收到青岛证监局《行政监管措施决定书》，新华锦集团及其 关联方非经营性占用公司资金余额4.06亿元。 根据《上海证券交易所股票上市规则》（2025年4月修订）第9.8.1等相关规定，若公司未能在一个月内 清收被占用资金，公司股票将被实施其他风险警示。根据《上海证券交易所股票上市规则》（2025年4 月修订）第9.4.1等相关规定，若公司未能按照责令改正要求在六个月内清收被占用资金，公司股票将被 实施停牌，停牌后两个月内仍未完成整改的，公司股票将被实施退市风险警示，此后两个月内仍未完成 整改的，公司股票将被终止上市交易。 需要指出的是，公司在公告中也披露相关回收款项措施。 2025年5月7日，新华锦集团、山东鲁锦进出口集团有限公司及山东即墨黄酒厂有限公司与青岛啤酒股份 有限公司签订《股权转让协议》，青岛啤酒拟从新华锦集团、鲁锦 ...

Market Overview - On September 26, the trade sector rose by 0.66% compared to the previous trading day, with Sumida leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Individual Stock Performance - Sumida (600710) closed at 10.32, up 5.20% with a trading volume of 380,100 shares and a transaction value of 388 million yuan [1] - Wukuang Development (600058) closed at 8.94, up 1.71% with a trading volume of 132,500 shares [1] - Other notable performers include Siso Huihong (600981) at 2.84, up 1.07%, and Siso Hongye (600128) at 10.25, up 0.89% [1] Capital Flow Analysis - The trade sector experienced a net outflow of 19.75 million yuan from institutional investors and 19.83 million yuan from speculative funds, while retail investors saw a net inflow of 39.59 million yuan [2] - The capital flow for individual stocks indicates that Sumida had a net inflow of 38.34 million yuan from institutional investors, while Wukuang Development had a net inflow of 14.09 million yuan [3] Summary of Trading Activity - The trading activity showed mixed results, with some stocks like Sumida and Wukuang Development gaining, while others like South Travel (600250) and *ST Hu Ke (600608) faced declines [2][3] - The overall sentiment in the trade sector appears cautious, with significant net outflows from major funds [2][3]

稀土刚到手就翻脸？欧盟对华制裁恐自断新能源命脉 9月，中国海关总署公布了一组引人注目的数据：8月份中国对欧盟稀土磁铁出口量达到2582吨，环比激增20%。这一数字让欧洲制造业如释重负——新能源 汽车电机、风力发电设备、高端电子产品等关键产业终于可以松一口气了。要知道，这些行业对稀土材料的依赖程度高达97.8%，一旦断供，整个欧洲的绿 色转型计划都将陷入停滞。 然而，就在这批救命稻草般的稀土材料抵达欧洲港口不到24小时，欧盟委员会就抛出了第19轮对俄制裁方案。令人意外的是，这份制裁名单上赫然列着12家 中国企业的名字，涉及石油、化工、贸易等多个领域。欧盟给出的理由依然是老生常谈的协助俄罗斯规避制裁，却拿不出任何实质性证据。 这种吃饭砸锅的做法立即引发广泛质疑。时间线清晰地显示，欧盟刚刚从中国获得急需的稀土资源，转身就对华挥舞制裁大棒。更讽刺的是，根据欧洲智库 的研究，欧盟对中国稀土的依赖程度高达97.8%，这意味着制裁中国企业最终可能伤及自身。 欧盟曾启动欧洲稀土联盟项目，投入120亿欧元试图建立本土供应链。但技术门槛高、环保标准严、投资回报周期长等问题，使得这一计划进展缓慢。据估 算，欧洲本土稀土生产成本比中 ...

目前，ChatGPT等通用AI还无法体现《对外贸易法》、《关税法》等复杂法律和韩国电商平台的独特 性，尤其是错误信息生成导致的"幻觉风险"会给企业带来致命损失，这些都导致AI在贸易领域的应用率 不高，研究专用AI平台至关重要。韩国产业部6月调查发现，大企业和中小企业的应用率分别为 65.1%、35.6%；贸协9月调查发现，396家出口企业中，80%的公司认识到AI的重要性，但仅有17%的公 司应用。 据《韩国贸易新闻》9月21日报道，韩国贸易信息通信网（KTNET）表示，将通过"贸易物流AI战略论 坛"，聚焦贸易物流专用AI平台开发，推动贸易行业更好应用AI。 为解决上述问题，论坛邀请了贸易、物流通关、电商、法律和人工智能各领域专家，并设现场、数据与 人工智能、系统与政策三个工作组。同时还邀请汉阳大学、韩国贸易协会、律所、FTA贸易促进中心、 国际电子商务研究院等各行业专家学者在委员会任职。论坛计划12月发布《贸易物流人工智能战略白皮 书》后，接下来将课题提升为国家人工智能战略委员会的核心议题，或组建由产业部牵头的国家级跨部 门工作组。 ...

改写后的文本： 2025年，全球仍在消化地缘政治冲突的余震，而美国却在这片混沌中驶向了一条令人不安的新轨道。这既非传统意义上的军事对抗，也不是经济制裁的延 续，而是一场静水深流却影响深远的国家战略转向。 多位国际问题专家，包括知名评论家托马斯·弗里德曼在内，近期接连发出警示：这个曾经主导国际秩序构建的国家，正在蜕变为现有体系的规则破坏者。 这种转变不是空穴来风，而是体现在经济政策、外交战略、制度变革等各个层面，形成了一连串环环相扣的系统性风险。 曾经作为全球化推手的美国，如今更像一台巨型吸金器，通过种种手段将全球财富源源不断地抽向本土。年初，特朗普政府推出的新关税政策震惊世界，其 覆盖范围之广、税率之高，连前任政府官员都直呼难以置信。从德国汽车到韩国芯片，甚至连美国企业在海外生产的产品都未能幸免。 当世界强国开始奉行掠夺者逻辑，全球体系的稳定性就面临严峻挑战。美国的政策已不再是偶发的特例，而是对国际规则的系统性破坏。频繁的关税战迫使 各国企业重组供应链，这些额外成本最终都会转嫁给全球消费者。美国一边高喊自由市场，一边强行改写游戏规则。 世界贸易组织的处境就是明证。在美国的持续阻挠下，其上诉机构几近瘫痪，严重削 ...

截至公示期满，公司董事会薪酬与考核委员会未收到任何个人或组织对公司本次拟激励对象提出的异 议。 证券代码：600128 证券简称：苏豪弘业 公告编号：临2025-053 苏豪弘业股份有限公司 董事会薪酬与考核委员会关于公司2025年限制性股票激励计划激励对象名单的 公示情况说明及核查意见 本公司董事会薪酬与考核委员会及全体委员保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 苏豪弘业股份有限公司（以下简称"公司"）于2025年7月16日召开第十一届董事会第二次会议，审议通 过了《关于公司〈2025年限制性股票激励计划（草案）〉及其摘要的议案》等相关议案，根据《上市公 司股权激励管理办法》（以下简称"《管理办法》"）等法律法规、规范性文件及《苏豪弘业股份有限公 司章程》（以下简称"《公司章程》"）的规定，公司对《2025年限制性股票激励计划（草案）》（以下 简称"《激励计划（草案）》"）中确定的拟授予激励对象的姓名和职务在公司内部进行了公示。公司董 事会薪酬与考核委员会结合公示情况对拟授予的激励对象进行了核查，相关公示情况及核查意见如下： 一、公示情况 ...

Market Overview - On September 25, the trade sector declined by 0.91% compared to the previous trading day, with Suhao Huihong leading the decline [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable stock performances in the trade sector included: - CITIC Metal (601061) closed at 9.25, up 1.98% with a trading volume of 359,600 shares and a turnover of 335 million [1] - Nanjing Shanglv (600250) closed at 11.17, up 0.45% with a trading volume of 149,300 shares and a turnover of 164 million [1] - Jiangsu Guotai (002091) closed at 8.87, down 0.45% with a trading volume of 271,500 shares and a turnover of 241 million [1] Capital Flow - The trade sector experienced a net outflow of 132 million from institutional investors, while retail investors saw a net inflow of 99.2 million [2] - The capital flow for specific stocks showed: - Dongfang Chuangye (600278) had a net inflow of 2.1 million from retail investors but a net outflow of 558,200 from institutional investors [3] - CITIC Metal (601061) faced a net outflow of 249,100 from institutional investors while retail investors had a net inflow of 1.9 million [3] Summary of Key Stocks - The following stocks had significant movements: - ST Hu Ke (600608) saw a net outflow of 125,570 from institutional investors, but retail investors contributed a net inflow of 139,790 [3] - Zhongcheng Co. (000151) had a net outflow of 199,640 from institutional investors, with retail investors contributing a net inflow of 315,860 [3]