日本政府近期以"自主防卫"为名不断激进强军扩武，日本国会参议员、在野党令和新选组代表山本 太郎认为，日本扩张军备、挑衅周边国家的行为只会引火上身。 央广网北京12月4日消息 据中央广播电视总台中国之声《新闻和报纸摘要》报道，国际人士表示， 日本首相高市早苗的错误言论释放了日本军国主义抬头的危险信号，其错误言论不仅是对中国主权的严 重侵犯，对中国内政的粗暴干涉，也是对战后国际秩序的严重破坏。 巴西学者哈维尔·瓦德尔：台湾是中国领土不可分割的一部分，日本首相在台湾问题上的错误言论 严重违反国际法，是对中国内政的粗暴干涉。我们可以看到，不仅中国人民对她的言论感到愤怒，日本 国内很多人对她的言论也十分不满。毫无疑问，她将日本乃至地区局势都引向了一个复杂且危险的境 地。 日本学者表示，当前日本国内正面临物价高涨、日元持续贬值和经济增长乏力的困境，高市早苗上 台以来错误言论频出，将给日本各个行业带来危机。 日本无限合同会社首席经济学家田代秀敏：中国是日本最大的贸易伙伴，日中关系一旦恶化，日本 的旅游业、餐饮业、零售业、制造业都将陷入危机，这对于日本来说才是真正的"存亡危机事态"，如果 日本首相的言论真的引发这个后果，这对 ...

Group 1 - Recent remarks by Japanese Prime Minister Sanae Takaichi regarding Taiwan have damaged the political foundation of Japan-China relations, severely worsening the atmosphere for personnel exchanges between the two countries [1][3] - Japan's economy is facing a crisis across various industries due to the potential fallout from Takaichi's statements, as highlighted by Japanese economist Hidetoshi Tashiro [1][3] - The tourism sector in Japan, heavily reliant on Chinese visitors, is at risk of significant contraction if the number of Chinese tourists declines sharply, which could lead to a broader economic impact on related industries such as dining, retail, and education [3][5] Group 2 - In 2024, the total trade volume between Japan and China is projected to reach $308.3 billion, with Japan exporting $152.01 billion and importing $156.25 billion from China, underscoring the importance of stable relations for economic health [3] - Tashiro warns that a deterioration in Japan-China relations could lead to a drastic reduction in Chinese tourists, which would pose an existential threat to Japan's tourism, dining, retail, and educational sectors, particularly universities [5]

Group 1 - Recent remarks by Japanese Prime Minister Sanae Takaichi regarding Taiwan have damaged the political foundation of Japan-China relations, severely worsening the atmosphere for personnel exchanges between the two countries [1] - Japanese economist Hidetoshi Tashiro indicated that Takaichi's comments could lead to a crisis across various sectors in Japan [1][3] - China is Japan's largest trading partner, with a projected total trade volume of $308.3 billion in 2024, including exports from China worth $152.01 billion and imports to China worth $156.25 billion [3] Group 2 - The tourism industry in Japan heavily relies on Chinese tourists, and a significant decline in their numbers could lead to a contraction in related sectors [4] - Hidetoshi Tashiro warned that if Japan-China relations deteriorate, a reduction or complete halt of Chinese tourists could place Japan's tourism, dining, retail, and even education sectors, particularly universities, in a "survival crisis" [6] - The potential consequences of such a situation, triggered by the Prime Minister's remarks, would represent a significant tragedy for Japan [6]

Core Insights - Ningde, a lesser-known city in Fujian, is gaining attention after being included in the 2026 Michelin Guide, highlighting its unique geographical features and tranquil lifestyle [1][2] Geographical Features - Ningde's landscape is characterized by the integration of mountains and sea, with the Jiufeng Mountain range flowing into the East China Sea, creating a unique rhythm of life [2] - The famous Taima Mountain, known as the "Fairyland on the Sea," features over 360 symbolic rock formations shaped by time, making it a significant geological park [2][3] - The Dazhu Mountain Island, the highest island in Fujian, offers a diverse ecosystem with vast grasslands and clear lakes, resembling a natural paradise [3] Culinary Highlights - The region is renowned for its seafood, particularly the large yellow croaker, which thrives in the nutrient-rich waters of the Guanjing Bay [4] - Traditional dishes such as "Over-the-Bridge Large Yellow Croaker" and "Taro Crab" showcase the local culinary expertise, emphasizing the freshness of ingredients [4][6] - Street food, including the local specialty "Bianrou" and fish balls, reflects the everyday culinary culture of Ningde [6][7] Cultural and Historical Aspects - Ningde's villages, like Xiapu and Ban Yue Li, offer a glimpse into traditional lifestyles, with activities such as seaweed harvesting and ancient methods of drying persimmons [10][15] - The region's rich history is evident in its architecture and local customs, with places like the Longxi Palace and ethnic minority museums preserving cultural heritage [11][15] Travel Experience - The essence of travel in Ningde is found in its slower pace, allowing visitors to immerse themselves in the natural rhythms of the sea and mountains [16] - Scenic spots like the North Qi Village and East Bi Village provide picturesque views and opportunities for photography, especially during sunrise and sunset [10][16]

（文章来源：央视新闻） 受日本首相高市早苗的涉台错误言论影响，近期日本多地商家反映，中国游客数量明显减少。从餐饮业 到酒店行业，尤其是依赖中国客源的地方城市，纷纷出现预订停滞、营业额下滑等情况。业内人士担 忧，如果情况持续，冲击将进一步扩大。 ...

Market Overview - The Hong Kong stock market showed a slight upward trend, with the Hang Seng Index rising by 0.67% to close at 26,033.26 points, and the Hang Seng Tech Index increasing by 0.82% to 5,644.76 points [1] - Major technology stocks mostly rose, with Alibaba up 2.24%, Tencent up 1.31%, and JD Group up 0.52%. However, Xiaomi fell by 1.76% and Meituan dropped by 2.88% [1] - The metals sector saw significant gains, with China Nonferrous Mining rising over 13% [1] - Cryptocurrency-related stocks generally declined, with New Fire Technology Holdings down over 9% [1] Company News - Meituan reported Q3 revenue of 95.5 billion yuan, a year-on-year increase of 2%, but its core local business operating profit turned negative, resulting in a loss of 14.1 billion yuan [2] - China Gas reported revenue of 34.481 billion HKD and a profit of 1.334 billion HKD for the six months ending September 30, 2025 [3] - Yingtong Holdings reported a revenue of 1.028 billion RMB, a year-on-year decrease of 3.42%, but net profit increased by 15.4% to 133 million RMB [3] - Jihai Resources reported a revenue of 450 million RMB, a year-on-year increase of 23.41%, with a net profit of 88.127 million RMB, up 2.98% [3] - Yuhua Education reported annual revenue of 2.497 billion RMB, a year-on-year increase of 5.4%, and a net profit of 930 million RMB, up 133.2% [3] - Huitai Textile reported mid-term revenue of 2.524 billion HKD, a year-on-year decrease of 6.72%, and a net profit of 79.322 million HKD, down 25.77% [3] - Huaxin Handbag International reported revenue of 432 million HKD, a year-on-year increase of 22.55%, and a profit of 48.262 million HKD, up 78.88% [4] Institutional Insights - GF Securities noted that the foundation for a bull market in Hong Kong stocks remains intact, but the evolution may present a "volatile upward, gradually rising" characteristic rather than a rapid increase [12] - Dongwu Securities indicated that short-term risk factors in Hong Kong stocks are decreasing, but a catalyst is needed for confirmation of a rebound [12] - Everbright Securities suggested that compared to previous bull markets, there is still significant room for index growth, but the duration of the bull market may be more important than the magnitude of the increase [12] - CICC highlighted that dividends have become a preferred choice in the current market environment, with the banking sector rebounding nearly 10% since the end of September [13]

11月29日， 罗永浩在直播中回应与华杉的录音还没公开， "反正公司有要官宣的事，周一我们会有一个 大的事件官宣， 结束以后至于什么时候公布那个录音，看哪天心情好就公布了。就我不是那个意思，是因 为周一我们有正事，不想这种吵架扯皮子事跑偏了，周二周三看情况。" 此前报道： 华与华创始人华杉称西贝"被人算计"，罗永浩发文回怼：下午6点前必须公开道歉，否则公关业不会有人 再记得华与华 11 月 25 日，华杉在个人微博中表示："西贝是中国餐饮业的天花板，无论对顾客还是对员工， 都是诚 心诚意做到极致。被诱入黑白颠倒的网络罗刹国，被人算计。西贝坚持自己的华夏子弟精神，不苟且偷 生，凭仁义立世。" 11 月 26 日凌晨，罗永浩转发华杉的微博并表示："谁算计了？你想干什么？你要是说不清楚，我就公布 录音了。" 罗永浩表示："反正哪天没事就给它公布了，公布也没什么特殊， 你们以为有什么猛料，没有，就是他当 时骂人，然后我警告他，第二天早晨不就滑跪吗？然后跑到那就一通道歉认错，然后又说自己丢了多少生 意，其实也是为了给贾老板站台，说收了人家那么多钱，要表现自己讲义气什么的，但确实不是冲着我们 来的，然后什么非常抱歉 ，没 ...

Core Viewpoint - The article discusses the complex dynamics of public relations in the marketing landscape, highlighting a recent conflict involving the restaurant chain Xibei and its marketing partner Huayi Huayi, emphasizing the challenges and strategies in navigating public perception and brand reputation [3][5]. Group 1: Incident Overview - Xibei recently faced public scrutiny but was able to recover and improve its reputation through employee salary increases and effective management [5][16]. - The conflict reignited when Huayi Huayi's founder, Hua Shan, publicly defended Xibei, framing it as a victim of online attacks, which drew criticism from internet personality Luo Yonghao [5][18]. - Luo's response to the situation, which included a threat to release recordings if no apology was made, ultimately shifted the focus back to Xibei, allowing it to emerge as a perceived winner in the public narrative [10][20]. Group 2: Xibei's Position - Xibei has been able to leverage the situation to enhance its brand image, positioning itself as a sincere and customer-focused company amidst the controversy [21][22]. - The brand's strategy of focusing on product quality and customer satisfaction aligns with consumer expectations in an era of information overload and frequent disputes [21][22]. - The public's reaction to Luo's endorsement of Xibei's recent improvements indicates a shift towards valuing authenticity and accountability over idealized brand images [21][22]. Group 3: Huayi Huayi's Role - Huayi Huayi is known for its unique marketing strategies, combining traditional cultural elements with modern branding techniques, which have garnered both praise and criticism [25][27]. - The agency's approach has led to significant financial investments from clients seeking effective marketing solutions, but it has also faced backlash for its design choices and perceived lack of originality [27]. - The ongoing conflict with Luo highlights the need for Huayi Huayi to adapt its public relations strategies to maintain relevance in a rapidly changing marketing environment [27][28].

Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a focus on companies with optimistic profit improvement prospects. Core Insights - Domestic demand in Japan is diverging, with a rebound in duty-free sales driven by the National Day holiday and a weaker yen, marking the first positive growth in duty-free sales in eight months [3][15]. - Consumers are highly sensitive to prices for daily necessities, leading to increased average transaction values at discount and convenience stores, despite a decline in foot traffic [3][15]. - There is a trend of "downgrading" in dining and clothing consumption, with value brands like Saizeriya and Uniqlo seeing significant increases in customer traffic and same-store sales [3][15]. - Actual household entertainment spending has increased significantly, with travel and savings becoming preferred uses of disposable income, reflecting a mindset of enjoying life while prioritizing financial security amid economic uncertainty [3][15]. - The hotel industry continues to thrive due to a record number of inbound tourists and the depreciation of the yen, with strong demand for luxury goods and cosmetics from visitors [3][15]. Summary by Sections Macro Overview - The Japanese yen has depreciated, and inflationary pressures are rising, with the consumer confidence index slightly increasing to 35.8 in October from 35.3 in September [2][9]. - Real wages contracted by 1.4% year-on-year in September, continuing a nine-month trend of negative growth, while nominal wage growth was only 1.9%, significantly lagging behind inflation [2][9]. - The Producer Price Index (PPI) rose by 2.7% year-on-year in October, maintaining above 2% for four consecutive months, indicating persistent price pressures [2][13]. Essential Consumption - Retail sales in essential goods are showing steady growth despite high prices, with same-store sales for major retailers like Aeon and 7-Eleven increasing by 4.7% and 1.3% respectively in October [4][18]. - The demand for basic food and beverage items remains under pressure, with a year-on-year decline in retail sales for food and beverages recorded at approximately 35.56 billion yen in September [4][18]. Optional Consumption - There is a significant increase in demand for winter clothing, with same-store sales for Uniqlo rising by 25.1% in October, driven by strong sales of winter collections [5][32]. - The restaurant sector has seen same-store sales growth for major chains like Saizeriya and McDonald's, with increases of 16.9% and 8.1% respectively in October [5][28]. - Duty-free sales have turned positive for the first time in eight months, with a year-on-year growth of 7.5% in October, driven by increased tourist spending [5][36]. Stock Market Performance - The consumer sector saw most stocks rise from October 27 to November 27, with retail and food and beverage sectors gaining 5.6% and 4.7% respectively [6]. - Investment recommendations focus on companies like Mercari, which is expected to improve profitability, and Kirin Holdings, which has shown strong operational profit growth [6].

序号股东名称持股比例1哈尔滨滨丹石油控股有限公司100% 经营范围含许可项目：餐饮服务；酒类经营；食品销售；豆制品制造。餐饮管理；专业保洁、清洗、消 毒服务；企业管理咨询；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；外卖递送 服务；食品销售（仅销售预包装食品）。 天眼查显示，近日，哈尔滨市葆中焱餐饮管理有限公司成立，法定代表人为王丹，注册资本690万人民 币，由哈尔滨滨丹石油控股有限公司全资持股。 来源：市场资讯 企业名称哈尔滨市葆中焱餐饮管理有限公司法定代表人王丹注册资本690万人民币国标行业住宿和餐饮 业>餐饮业>正餐服务地址黑龙江省哈尔滨市南岗区宽桥街88号一层企业类型有限责任公司(自然人投资 或控股的法人独资)营业期限2025-11-27至无固定期限登记机关哈尔滨市南岗区市场监督管理局 ...