每经AI快讯，*ST步森（SZ 002569，收盘价：10.4元）12月9日晚间发布公告称，阚东先生因个人原因 辞去公司董事会秘书职务，其辞职后不再担任公司及子公司任何职务。经公司董事长提名、董事会提名 委员会资格审查，公司董事会拟聘请张敏女士担任公司董事会秘书。经公司总经理提名、董事会提名委 员会资格审查、董事会审计委员会审核，公司董事会拟聘请张敏女士担任公司财务总监。任期自本次董 事会审议通过之日起，至本届董事会任期届满为止。 2025年1至6月份，*ST步森的营业收入构成为：服装纺织业占比93.27%，零售业占比6.73%。 截至发稿，*ST步森市值为15亿元。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 （记者 王晓波） ...

每经AI快讯，*ST步森（SZ 002569，收盘价：11.28元）11月28日晚间发布公告称，公司第七届第五次 董事会会议于2025年11月28日以通讯方式召开。会议审议了《关于取消监事会并修订 <公司章程> 及其 附件的议案》等文件。 2025年1至6月份，*ST步森的营业收入构成为：服装纺织业占比93.27%，零售业占比6.73%。 截至发稿，*ST步森市值为16亿元。 每经头条（nbdtoutiao）——已有75人遇难，1名死者为消防员，还有10名消防员受伤！记者现场直击香 港大埔火灾：燃烧的宏福苑，五级大火的五个谜团 （记者 曾健辉） ...

Group 1 - The potential interest rate cut by the Federal Reserve in September 2025 is a key external factor influencing the Chinese economy, with a 92% probability of a rate cut reflected in the U.S. interest rate futures market [1] - The U.S. labor market shows signs of weakness, with a 0.8 percentage point decline in GDP growth from the first to the second quarter, and the core PCE price index year-on-year growth falling to 2.3%, creating room for the Fed to ease monetary policy [1] Group 2 - The narrowing of the China-U.S. 10-year government bond yield spread from 2.1 percentage points in 2023 to 0.3 percentage points is a significant positive development, potentially allowing for a 150 basis point reduction in China's reserve requirement ratio [3] - The aviation and real estate sectors are expected to benefit first, with the former holding $38.7 billion in dollar-denominated debt and the latter having approximately $52.6 billion in outstanding dollar debt, alleviating financial cost pressures from exchange rate fluctuations [3] Group 3 - Over the past 12 months, northbound capital has net flowed into the A-share market by 243 billion yuan, with the consumer electronics, new energy vehicles, and high-end equipment manufacturing sectors accounting for 62% of this inflow [3] - In the MSCI China index, stocks with foreign ownership exceeding 5% have an average valuation below the central value of the past five years by 23%, indicating potential for value reassessment during the Fed's rate cut cycle [3] Group 4 - The CFETS RMB exchange rate index, if it rises to the 101-103 range, could reduce the average procurement cost of basic imported goods by 6.3%, significantly impacting strategic materials like iron ore and crude oil [4] - The apparel and textile sectors may face pressure, with a 1% appreciation in the RMB potentially eroding profit margins by 4.7%, affecting over 120,000 export enterprises [4] Group 5 - The manufacturing PMI has remained above the threshold for four consecutive months, with the new export orders index rising to 51.6, indicating effective structural adjustments [4] - The recent 9.2% increase in the global commodity price index may offset some benefits from alleviating input deflationary pressures [4]

Group 1 - The Chinese ambassador to India criticized the high tariffs imposed by the US on Indian goods, labeling the US as a "bully" and expressing China's support for India [1][3][5] - The US has threatened to impose an additional 25% tariff on Indian goods, raising the total tariff to 50%, which has significant implications for India's exports [1][5] - The textile, pharmaceutical, and processed food industries are the most affected, with an estimated 48 billion USD in exports from India to the US in 2024, and over 12 million jobs at risk due to the tariffs [3][5][7] Group 2 - The impact of the tariff threat is expected to lead to a loss of at least 8 million jobs in India, with small and medium enterprises being the hardest hit [5][7][9] - The Indian stock market has seen a dramatic decline, dropping from the most favored Asian market to the top position for fund manager sell-offs, with a 1.2% drop in the past two weeks [7][17] - The Indian government is cautiously responding to the US tariffs, with plans for tax reforms aimed at stimulating domestic demand, which could contribute 0.35-0.45 percentage points to GDP growth by FY2027 [13][17] Group 3 - The diamond, textile, and chemical industries are particularly vulnerable, with micro and small enterprises making up a significant portion of these sectors [9] - The bilateral trade between China and India has exceeded 75 billion USD in 2025, reflecting a 10% year-on-year growth, indicating a potential for strengthened economic ties despite external pressures [15] - The future of labor-intensive industries in India will largely depend on the government's strategic decisions in response to the ongoing trade tensions [17]

Group 1 - The company *ST Bosen (SZ 002569) announced the convening of its seventh board meeting for 2025 on August 4, 2025, to discuss a proposal for borrowing from Baoji Fangwei Tongchuang Enterprise Management Partnership (Limited Partnership) and related transactions [2] - For the year 2024, the company's revenue composition is as follows: 89.48% from the apparel and textile industry, 6.66% from retail, 3.85% from information services, and 0.01% from other businesses [2]