游客在登高览胜之余，可现场选购与国际市场同步的外贸商品，实现"游览不中断、购物随时享"。来自淄博的游客刘先生表示："没想到在景区不仅能买 到大牌外贸货，价格也很实在，这种旅游购物体验很新鲜。" 10月1日，外贸优品汇"首店"落户环联夜市，上百款优质外贸商品带入夜间消费场景，为外贸优品拓内销搭建全新平台。双节期间，"外贸优品进景区"活 动还将结合泰山、曲阜三孔等更多优质景区资源，持续拓展商旅融合新路径。 下一步，山东省商务厅将持续完善外贸优品拓内销长效机制，支持外贸企业建立稳定的内销渠道，实现商旅融合高质量发展。 本次活动精准把握商旅融合消费特点，在5A级景区核心区域设置外贸优品展销专区，汇集银凤陶瓷、咔得乐玩具、智能小家电等出口欧美、日韩的明星 产品，其中不少品牌为首次进入省内景区销售渠道。"我们希望通过景区的高客流，让'外贸品质'被更多国内消费者看见。"来自临沂的参展商介绍。 景秀沂山，优品汇聚。10月2日至3日，由山东省商务厅主办的"外贸优品进景区"活动，在潍坊临朐沂山风景区东门广场成功举办。本次活动延续"商旅融 合"特色，集结全省60余家优质外贸企业，展销涵盖家电电子、服饰美妆、工艺礼品、特色食品等50 ...

截至2025年10月9日 13:37，中证粤港澳大湾区发展主题指数(931000)强势上涨1.84%，成分股信维通信(300136)上涨13.68%，中科飞测(688361)上涨12.91%， 深科技(000021)上涨10.01%，深南电路(002916)，中兴通讯(000063)等个股跟涨。大湾区ETF(512970)上涨1.95%， 冲击3连涨。最新价报1.57元。拉长时间 看，截至2025年9月30日，大湾区ETF近1月累计上涨6.52%。 流动性方面，大湾区ETF盘中换手0.79%，成交71.69万元。拉长时间看，截至9月30日，大湾区ETF近1周日均成交47.32万元。 大湾区ETF紧密跟踪中证粤港澳大湾区发展主题指数，中证粤港澳大湾区发展主题指数反映受益于粤港澳大湾区发展相关上市公司的整体表现。该指数系列 包含中证港股通粤港澳大湾区发展主题指数、中证沪港深粤港澳大湾区发展主题指数和中证粤港澳大湾区发展主题指数，分别从港股通合资格证券范围、沪 港深三地上市公司及内地市场中的粤港澳大湾区企业中选取符合湾区发展主题的最大50只香港市场证券、最大300家公司及最大100只内地市场证券作为指数 样本，并结 ...

国庆中秋"双节"期间，如东以"游在南通鲜到如东"为主题，在三河六岸海鲜美食街举办"金秋十月"海鲜美食嘉年华暨双节促销活动。这不仅是一场舌尖上 的盛宴，更是一次以"鲜"为媒，巧妙串联美食、音乐、赛事、科技与消费，深度实践文商旅融合，累计超6万人次参与，上海及外地游客超3200人，总销 售额超1400万元。 当海鲜的极致鲜香与音乐的动人旋律、赛事的沸腾激情、消费的蓬勃活力交织碰撞，一个充满"海韵鲜城"魅力的如东，向八方宾客展示了如东超越传统观 光旅游的假日经济新内涵。 如东的海鲜，从未止步于"舌尖美味"的浅层定义。作为"中国海鲜之乡"，"天下第一鲜"文蛤、"栟茶煨竹蛏""如东黄泥螺"等国家地理标志产品，早已是本 地居民文化认同的重要载体，更是如东与外界对话的独特名片。此次嘉年华活动，海鲜的呈现方式实现了从"食材"到"文化符号"的惊艳升级。 美食节的音乐演出多为"氛围点缀"，但如东此次却将其升级为"流量引擎"，构建起"听觉吸引—情感共鸣—消费转化"的完整链路。从乐队演唱的热门歌曲 联唱，到"中秋之夜"刘大成、云飞等明星的经典曲目献唱，再到后街BOY乐队的流行金曲串烧，音乐贯穿嘉年华始终。它不仅是背景音，更是调动情绪 ...

2025年9月17日美国当地时间，美联储宣布将联邦基金利率目标区间下调25个基点，至4.00%-4.25%。 这是自去年12月以来，美联储时隔9个月首次调整政策利率，且此次降息完全符合市场预期。 此前，美联储主席鲍威尔在8月杰克逊霍尔央行会议上释放出偏向宽松的"转鸽"信号，叠加美国非农数据连续两个月表现不及预期。 8月CPI温和抬升，市场对本次降息的预期概率已接近100%。 美联储选择此时降息，核心动因在于美国就业市场的显著降温。 近期公布的美国8月就业数据增长几近停滞，失业金申领人数更是攀升至近四年高位，这表明就业市场降温速度可能远超此前预期。 在此背景下，降息成为防止经济进一步下滑、提振就业的重要手段。 但决策背后，美联储始终面临就业与通胀的"跷跷板"矛盾。 当前美国通胀水平仍高于2%的目标值，这也是美联储在半年多时间里迟迟未再调整利率的关键原因。 既要通过宽松政策稳定就业，又要避免通胀反弹失控，这种平衡考量贯穿了此次政策制定的全过程。 除了如期降息，本次美联储议息会议还呈现出多个值得关注的细节，这些细节直接影响市场对未来政策走向的判断。 市场原本预计此次降息可能伴随内部分歧，尤其是在特朗普呼吁更大幅度降 ...

Core Viewpoint - The Chinese Ministry of Commerce has initiated an investigation into Mexico's proposed trade barriers against Chinese products, citing concerns over unilateralism and protectionism in the context of rising tariffs from the U.S. [1][2] Group 1: Investigation Announcement - The Ministry of Commerce announced the investigation under the Trade Barrier Investigation Rules, following Mexico's proposal to increase import tariffs on products from non-free trade partners, including China [3][4] - The investigation will focus on various product categories such as automobiles, textiles, clothing, plastics, steel, home appliances, aluminum, toys, furniture, footwear, leather goods, paper, motorcycles, and glass [3][4] Group 2: Investigation Procedures - The investigation will utilize methods such as questionnaires, hearings, and on-site investigations to gather information from stakeholders [4] - Stakeholders have a period of 20 days from the announcement to submit written comments regarding the investigation [8] Group 3: Timeline and Information Access - The investigation is expected to conclude within six months from the announcement date, with a possible extension of up to three months under special circumstances [6] - Stakeholders can access public information related to the investigation through the Ministry of Commerce's website or by visiting the Trade Relief Public Information Reading Room [7]

Group 1: Anti-Dumping Investigation on Pecans - The Ministry of Commerce announced the initiation of anti-dumping investigations on imported pecans from Mexico and the United States, citing evidence of sales below normal value and significant market entry increases [1][2] - The investigation period for dumping is set from January 1, 2024, to December 31, 2024, while the industry damage investigation period is from January 1, 2022, to December 31, 2024 [2] - The product under investigation is defined as "fresh or dried pecans," specifically "Carya illinoensis," and falls under the tariff code 08029990 [3] Group 2: Trade Investment Barrier Investigation on Mexico - The Ministry of Commerce has initiated a trade investment barrier investigation regarding Mexico's proposed increase in import tariffs on products from non-free trade partners, including China [6] - The investigation will cover various product categories, including automobiles, textiles, plastics, steel, and household appliances, among others [6] - The investigation is expected to conclude within six months from the announcement date, with a possible extension of up to three months under special circumstances [6]

Core Viewpoint - The Ministry of Commerce of China has initiated an investigation into trade and investment barriers imposed by Mexico against Chinese products, particularly in response to Mexico's proposed increase in import tariffs on non-free trade partner products, which could significantly harm Chinese enterprises' trade and investment interests [1][7]. Group 1: Investigated Measures and Products - The investigation focuses on Mexico's proposed increase in import tariffs on products from China and other non-free trade partners, specifically targeting categories such as automobiles and parts, textiles, clothing, plastics, steel, home appliances, aluminum, toys, furniture, footwear, leather goods, paper and cardboard, motorcycles, and glass [1]. Group 2: Investigation Procedures - The Ministry of Commerce may utilize questionnaires, hearings, and on-site investigations to gather information from stakeholders during the investigation process [2]. Group 3: Investigation Timeline - The investigation is expected to conclude within six months from the announcement date, with a possible extension of up to three months under special circumstances [3]. Group 4: Public Information Access - Stakeholders can access public information related to the case through the Ministry of Commerce's website or by visiting the trade relief public information inquiry room [4]. Group 5: Comments on the Case - Stakeholders are invited to submit written comments regarding the case within 20 days from the announcement date [5]. Group 6: Information Submission and Handling - Stakeholders must submit comments and responses electronically via the "Trade Relief Investigation Information Platform" and provide a written version as well. If confidentiality is requested, a non-confidential summary must also be provided [6]. Group 7: Contact Information - The Ministry of Commerce has provided contact details for stakeholders to reach out regarding the investigation [7]. Group 8: Official Response - The Ministry of Commerce emphasizes the need for countries to oppose unilateralism and protectionism, asserting that Mexico's proposed tariff increases could harm not only Chinese interests but also the overall business environment in Mexico [8].

Core Viewpoint - The Ministry of Commerce of China has initiated an investigation into trade and investment barriers imposed by Mexico, which plans to increase import tariffs on products from non-free trade partners, including China, potentially harming Chinese enterprises' interests [1]. Group 1: Investigated Measures and Products - The investigation focuses on Mexico's proposed increase in import tariffs on various product categories from non-free trade partners, specifically targeting automobiles and parts, textiles, clothing, plastics, steel, home appliances, aluminum, toys, furniture, footwear, leather goods, paper and cardboard, motorcycles, and glass [1]. - Other trade and investment restrictions imposed by Mexico on China in recent years are also included in the scope of this investigation [1]. Group 2: Investigation Procedures - The Ministry of Commerce may utilize questionnaires, hearings, and on-site investigations to gather information from stakeholders during the investigation process [2]. Group 3: Investigation Timeline - The investigation is expected to conclude within six months from the announcement date, with a possible extension of up to three months under special circumstances [3]. Group 4: Public Information Access - Stakeholders can access public information related to the case through the Ministry of Commerce's website or by visiting the public information office of the Trade Relief Investigation Bureau [4]. Group 5: Comments on the Case - Stakeholders are required to submit written comments regarding the case within 20 days from the announcement date to the Trade Relief Investigation Bureau [5]. Group 6: Information Submission and Handling - Stakeholders must submit comments and responses electronically via the Trade Relief Investigation Information Platform and provide a written version as per the Ministry's requirements [6]. - If stakeholders believe that the information they provide may lead to serious adverse effects if disclosed, they can request confidential treatment from the Ministry, along with a non-confidential summary [6]. Group 7: Contact Information - The contact details for the Ministry of Commerce's Trade Relief Investigation Bureau are provided, including address, phone numbers, and relevant website [7].

Group 1 - The awareness of listed companies in China to return profits to investors has significantly increased, with a total of 10.6 trillion yuan distributed through dividends and buybacks over the past five years, representing an increase of over 80% compared to the previous five years, and is 2.07 times the amount raised through IPOs and refinancing during the same period [1] - Cash dividends are considered the most practical and effective way to reward investors, reflecting the responsibility of listed companies towards their investors, which aligns with the actual conditions of the Chinese stock market [3] - The sustainability of dividends is crucial in determining whether they are genuine or driven by other interests, with examples of companies like Kweichow Moutai and Gree Electric demonstrating consistent high dividends as a sign of responsibility towards investors [5] Group 2 - While cash dividends have been increasing, there are concerns about potential irregularities, such as large shareholders cashing out after high dividends, which could indicate that the dividends are more beneficial to them than to the investors [5][9] - Regulatory bodies need to closely monitor the behavior of major shareholders, especially in terms of how much of the profits from dividends are reinvested into the company versus being withdrawn for personal gain [9] - The overall behavior of listed companies has improved under regulation, enhancing investor confidence, but there are still underlying issues that require careful observation and analysis by regulatory authorities to protect investor interests [7][9]

Core Insights - The Hong Kong stock market experienced significant trading activity on September 17, 2025, with a total turnover of HKD 360.28 billion and a net inflow of HKD 9.44 billion from southbound funds [1][7] - The three major indices in Hong Kong rose, driven by macroeconomic factors, including a high probability (96%) of a 25 basis point rate cut by the Federal Reserve, which is expected to enhance liquidity in the market [1][7] - The easing of U.S.-China trade tensions, marked by President Trump's extension of the TikTok ban, positively influenced market sentiment, contributing to the rise in Hong Kong stocks [1][7] Market Performance - The Hang Seng Index increased by 1.78% to 26,908.39, while the Hang Seng Tech Index rose by 4.22% to 6,334.24, and the Hang Seng China Enterprises Index climbed by 2.24% to 9,596.77 [4][7] - In the A-share market, the Shanghai Composite Index rose by 0.37%, the CSI 300 increased by 0.61%, and the Wind All A Index gained 0.67% [4][7] - Among the sectors, the computer industry led with a 4.61% increase, followed by retail trade (+4.36%) and home appliances (+4.30%), while agriculture, forestry, animal husbandry, and fishery (-1.93%) and building materials (-1.43%) lagged [4][7] Industry Themes - The Hong Kong government announced the establishment of an AI efficiency enhancement group to promote AI development, which is expected to benefit the computer sector [7] - The report anticipates three potential directions for the Hong Kong market to reach new highs: the growth of AI technology and new consumption, continued inflow of southbound funds, and improved global liquidity from potential U.S. rate cuts [7]