外贸方面，今年1—11月，东莞外贸进口5572.4亿元，同比增长24.3%；出口8789.5亿元，同比增长8.7%。尤其是11月份，东莞外 贸进出口总额同比增长10.7%；其中，进口同比增长15.0%，出口同比增长8.3%。 投资方面，1—11月，东莞固定资产投资总额同比下降0.8%，降幅比1—10月收窄2.4个百分点；扣除房地产开发投资，东莞固定 资产投资同比增长18.5%，增速比1—10月提高1.6个百分点。新动能投资增速较快，先进制造业投资同比增长56.4%，高技术制 造业投资同比增长75.6%。房地产开发投资同比下降48.0%，降幅比1—10月收窄1.2个百分点；商品房销售面积同比下降29.3%。 消费方面，11月份，东莞社会消费品零售总额同比增长6.6%。1—11月，东莞社会消费品零售总额4012.34亿元，同比增长 2.1%，增速比1—10月提高0.5个百分点。基本生活类和部分升级类商品销售较快增长，限额以上单位通讯器材类、体育娱乐用 品类、粮油食品类、家具类商品零售额分别同比增长90.2%、45.7%、45.3%、22.5%。线上消费保持良好增势，限额以上单位通 过公共网络实现商品零售额同比增长 ...

1—11月，全市外贸进出口总额14361.9亿元，同比增长14.3%。其中，进口5572.4亿元，同比增长 24.3%；出口8789.5亿元，同比增长8.7%。11月份，全市外贸进出口总额同比增长10.7%；其中，进口同 比增长15.0%，出口同比增长8.3%。 12月24日，东莞市统计局公布东莞今年1—11月经济运行情况。1—11月，东莞认真落实省委"1310"具体 部署，坚持稳中求进工作总基调，扎实推动高质量发展，推动各项政策持续落地增效，全市经济运行延 续总体平稳发展态势。 工业生产稳定增长 1—11月，全市规模以上工业增加值同比增长4.1%。分行业看，主导产业增速较快，电子信息制造业增 加值同比增长6.7%，电气机械及设备制造业同比增长9.2%，化工制造业同比增长10.7%。新动能产业较 快增长，先进制造业、高技术制造业增加值分别同比增长6.4%、7.2%。从产品产量看，高技术产品产 量增势良好，集成电路、智能手表、光纤、服务器等产品产量分别同比增长71.7%、33.3%、28.9%、 27.3%。从用电量看，全社会用电量1124.00亿千瓦时，同比增长5.4%。 外贸进出口保持较快增速 消费市场增长 ...

【机构分析】 转自：新华财经 •凯投宏观：英国经济状况略显改善 •中信建投：美国CPI超预期降温 继续助推有色牛市 •圣诞假期流动性稀薄或放大黄金当前涨幅 •研究显示特朗普关税政策重创德国汽车出口 •摩根大通：日本央行可能继续加息 •野村证券：触发日本当局干预的具体水平尚不确定 但大胆行动可能已为时不远 •阿根廷外国直接投资22年来首现负增长 •阿根廷PxQ咨询公司近日发布报告说，2025年阿根廷外国直接投资22年来首次出现负增长。报告说， 基于阿根廷央行近日发布的信息测算，2025年1月至11月期间，阿根廷外国直接投资为负15.2亿美元， 为2003年以来首次出现负增长。外国直接投资出现负增长的主要原因是大量跨国企业退出阿根廷市场或 将在阿业务出售给当地企业。据悉，有阿根廷央行人士确认，外国直接投资负增长是由于跨国企业出售 当地业务所致。2023年12月以来，已有数十家跨国企业由于全球战略调整或对阿根廷宏观经济缺乏信心 而撤离该国。近两年来，阿根廷通胀居高不下，本币汇率剧烈波动，削弱了企业的盈利预期和投资意 愿。 编辑：马萌伟 •凯投宏观经济学家Alex Kerr指出，尽管数据显示英国第三季度GDP仅环比增 ...

每经AI快讯，天际股份（SZ 002759，收盘价：32.27元）12月12日晚间发布公告称，截至2025年11月30 日，公司及下属公司累计担保余额约为5.68亿元，占公司2024年12月31日经审计的归属于上市公司股东 净资产的15.46%，全部为合并报表范围内的公司及下属公司之间发生的担保，截至本公告披露日，公 司及下属公司不存在与合并报表范围外的公司相互担保的情形，不存在逾期对外担保的情形。 2025年1至6月份，天际股份的营业收入构成为：化工制造业占比92.14%，家用厨房电器具制造业占比 7.86%。 每经头条（nbdtoutiao）——专访管涛：美国政府经济贸易政策正逐渐动摇美元本位国际货币体系，利 多因素下人民币汇率有可能破7 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 截至发稿，天际股份市值为162亿元。 ...

Economic Overview - Dongguan's industrial added value for the first ten months of 2025 increased by 4.2% year-on-year, indicating stable industrial production growth [1] - The advanced manufacturing and high-tech manufacturing sectors saw added value growth of 6.4% and 7.9% respectively [1] Foreign Trade - Dongguan's total foreign trade import and export value reached 1,298.24 billion yuan, a year-on-year increase of 14.7% [2] - Imports amounted to 505.62 billion yuan, up 25.4%, while exports were 792.62 billion yuan, increasing by 8.7% [2] - The number of foreign trade enterprises in Dongguan increased by 12.2% to 26,000, with private enterprises accounting for 21,000 and contributing 62.7% of the total trade value [2] Investment Trends - Fixed asset investment in Dongguan decreased by 3.2% year-on-year, but the decline has narrowed compared to previous months [3] - Excluding real estate development, fixed asset investment grew by 16.9%, with advanced manufacturing investment rising by 51.2% and high-tech manufacturing investment increasing by 66.0% [3] - Real estate development investment fell by 49.2%, with a 27.3% decrease in the sales area of commercial housing [3] Consumer Market - The total retail sales of consumer goods in Dongguan reached 359.763 billion yuan, reflecting a year-on-year growth of 1.6% [3]

Economic Overview - Dongguan's economy showed overall stability in the first ten months of 2025, with a focus on high-quality development and the implementation of various policy measures [2] Industrial Production - The industrial added value of enterprises above designated size increased by 4.2% year-on-year. Key industries such as electronic information manufacturing, electrical machinery and equipment manufacturing, and chemical manufacturing saw increases of 7.5%, 8.5%, and 10.8% respectively [3] - New momentum industries performed well, with advanced manufacturing and high-tech manufacturing added value growing by 6.4% and 7.9% respectively. High-tech product output also saw significant growth, with integrated circuits, smartwatches, servers, and sensors increasing by 78.4%, 34.2%, 28.8%, and 24.6% respectively [3] Foreign Trade - The total foreign trade import and export volume reached 12,982.4 billion yuan, a year-on-year increase of 14.7%, with imports at 5,056.2 billion yuan (up 25.4%) and exports at 7,926.2 billion yuan (up 8.7%). In October, the total foreign trade volume grew by 17.3% year-on-year [4] Consumer Market - The total retail sales of social consumer goods amounted to 3,597.63 billion yuan, reflecting a year-on-year growth of 1.6%. Notable growth was seen in dining revenue (up 2.4%) and retail of goods (up 1.4%). Certain essential and upgraded goods experienced strong sales, with retail sales of staple food, hardware, and sports entertainment goods increasing by 50.0%, 26.6%, and 26.1% respectively [5] - Online consumption also surged, with retail sales through public networks increasing by 19.6% year-on-year [5] Fixed Asset Investment - Total fixed asset investment decreased by 3.2% year-on-year, but the decline narrowed by 1.9 percentage points compared to the previous nine months. Excluding real estate development investment, fixed asset investment grew by 16.9% [6][7] - Investment in advanced manufacturing and high-tech manufacturing saw significant increases of 51.2% and 66.0% respectively, while real estate development investment fell by 49.2% [7] Financial Market - By the end of October, the balance of deposits in financial institutions reached 28,929.77 billion yuan, a year-on-year increase of 2.1%, while the balance of loans was 19,917.25 billion yuan, up 3.4% [8] Consumer Price Index - The Consumer Price Index (CPI) decreased by 1.0% year-on-year, with six categories of goods and services experiencing price declines. Notably, transportation and communication prices fell by 3.1%, while medical care prices rose by 1.5% [9]

截至发稿，天际股份市值为190亿元。 2025年1至6月份，天际股份的营业收入构成为：化工制造业占比92.14%，家用厨房电器具制造业占比 7.86%。 每经AI快讯，天际股份（SZ 002759，收盘价：37.8元）11月21日晚间发布公告称，公司第五届第十七 次董事会会议于2025年11月21日在公司会议室以现场和通讯表决的方式召开。会议审议了《关于调整董 事会专门委员会委员的议案》等文件。 （记者 曾健辉） 每经头条（nbdtoutiao）——AI"电老虎"撞上电网"老骨头"：美国缺电搅动全球资本市场 ...

每经头条（nbdtoutiao）——北大医药董事长徐晰人被抓前，警方去集团厂区调查过！内部人士：集团 资产被其处置，巨额资金去向不明 （记者 曾健辉） 截至发稿，天际股份市值为213亿元。 每经AI快讯，天际股份（SZ 002759，收盘价：42.46元）11月11日晚间发布公告称，截至本公告日，汕 头天际累计质押股数约为3996万股，占其所持股份比例为64.79%。星嘉国际累计质押股数为1120万 股，占其所持股份比例为83.95%。 2025年1至6月份，天际股份的营业收入构成为：化工制造业占比92.14%，家用厨房电器具制造业占比 7.86%。 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index rising by 0.53% and the Shenzhen Component Index increasing by 0.18%, while the ChiNext Index fell by 0.92% [2] - A total of 3,376 stocks rose, with 92 hitting the daily limit up, while 1,957 stocks declined [3][4] - The total trading volume reached 21,943.71 billion, with a trading volume of 140,007.9 million [4] Consumer Sector Performance - The consumer sector experienced a collective surge, with nearly 20 stocks, including China Duty Free Group and Shede Spirits, hitting the daily limit up [5] - The latest data from the National Bureau of Statistics indicated that the Consumer Price Index (CPI) rose by 0.2% year-on-year in October, marking a shift from decline to growth, while the Producer Price Index (PPI) showed a narrowing year-on-year increase [5] Financial Sector Activity - Financial stocks, including Northeast Securities, saw significant gains, with Northeast Securities hitting the daily limit up [8] - Other notable financial stocks included GF Securities and Dongxing Securities, which rose by 3.74% and 3.10% respectively [8] Chemical Sector Trends - The chemical sector continued its strong performance, with companies like Luxi Chemical and Chengxing Chemical hitting the daily limit up [9] - Notable gainers included Dongyue Silicon Materials, which rose by 14.94%, and other chemical stocks showing increases around 10% [9] Storage Chip Sector Dynamics - The storage chip sector was notably active, with companies such as Dawi Co. and Wanrun Technology hitting the daily limit up [10] - Key performers included Shen Gong Co., which rose by 20%, and other stocks in the sector showing significant gains [10] Downward Adjustments - The robotics sector faced adjustments, with Zhejiang Rongtai hitting the daily limit down [11] - Other companies in the sector also experienced declines, indicating a potential correction phase [11] Global Market Influences - Positive global market sentiment was noted, with major Asian indices like the Seoul Composite Index rising over 3% and the Nikkei 225 Index increasing over 1% [11] - The U.S. market also showed signs of recovery, with pre-market indices trending upwards [13] Trade Relations Impact - Recent developments in U.S.-China trade relations, including the suspension of investigations into China's shipbuilding industry, contributed to market optimism [14][15] - The U.S. government nearing the end of a shutdown also provided a positive backdrop for market performance, with potential funding agreements being discussed [16]

Core Insights - Dongguan's economy demonstrates strong resilience and growth potential despite complex domestic and international challenges, with a GDP of 931.893 billion yuan, reflecting a year-on-year growth of 4.5% in the first three quarters of the year [1][2] Economic Performance - The total import and export volume reached 1.16502 trillion yuan, marking a year-on-year increase of 14.4%, the highest growth rate among major foreign trade cities in Guangdong province [1][3] - The industrial output value above designated size grew by 4.4% year-on-year, with significant contributions from the electronics and machinery sectors, which saw increases of 8.4% and 8.2% respectively [2][3] Trade Dynamics - Dongguan's foreign trade has shown remarkable resilience, with a continuous growth streak of 18 months, contributing 2.2 percentage points to the overall foreign trade growth in Guangdong [3][4] - Emerging markets have become new drivers for Dongguan's foreign trade, with exports to ASEAN, Latin America, India, the Middle East, and Central Asia increasing by 38.5%, 10.4%, 15.3%, 34.2%, and 55.2% respectively [4][5] Investment Trends - Fixed asset investment decreased by 5.1% year-on-year, but the decline is narrowing, with new momentum investments in advanced manufacturing and high-tech sectors growing by 46.6% and 57.9% respectively [6][8] - The investment structure is gradually reshaping Dongguan's future industrial landscape, with a notable increase in investments related to new productive forces [6][8] Consumer Market - The total retail sales of consumer goods reached 318.962 billion yuan, indicating strong domestic demand, with significant growth in categories such as communication equipment and furniture [8] - The real estate sector faced challenges, with a 50% decline in development investment and an 8.2% drop in sales area, prompting government interventions to stabilize the market [8][9] Future Outlook - Dongguan aims to further stimulate market vitality and expand effective demand, positioning itself for a strong finish in the fourth quarter and striving to achieve the goals set for the 14th Five-Year Plan [9]