11月5日，虹桥国际经济论坛"金融助力全球经贸发展"分论坛在国家会展中心（上海）举行，会上，跨 境清算公司副总裁万泰雷在"全球贸易发展新机遇与挑战"主题研讨圆桌上表示，"跨境清算公司致力于 为国际经贸往来和金融市场交易提供安全、高效便捷的人民币支付服务。截至今年10月底，我们的系统 共有参与者1736家，覆盖全球122个国家和地区，初步构建起一张连通世界的人民币跨境支付网络。其 中，直接参与者有187家，境外机构占比73%，间接参与者1559家，境外机构占比64%。这样，我们就 初步能够为全球人民币用户通过本国身边的银行便利办理业务提出了基础设施支持。" ...

Group 1 - The Chinese government has amended maritime regulations allowing for retaliatory charges against foreign vessels entering Chinese ports, a move seen as a direct response to the U.S. plans to impose high port taxes on Chinese-made ships [1] - Starting October 1, Australia will sell iron ore to China using RMB instead of USD, marking a significant shift in trade practices as over 70% of Australia's iron ore is sold to China, indicating a willingness to adapt to maintain business continuity [3] - China's strategy involves reducing reliance on the USD by engaging in trade with countries like Russia, Iran, and Southeast Asian nations using their own currencies, with daily RMB cross-border payment transactions exceeding 400 billion [3] Group 2 - China possesses significant leverage in global shipping, controlling the largest fleet and ports, and can retaliate against U.S. tax measures by restricting access to major ports like Qingdao and Ningbo or by increasing fees, effectively using port access as a bargaining tool [5] - The shift to RMB for transactions is being closely monitored by resource-exporting countries such as Indonesia, Chile, and South Africa, as those who adopt RMB for trade may secure more stable contracts, indicating a gradual transition to a new trading system [5] - China's approach focuses on building a robust network of RMB transactions through ports and shipping, laying the groundwork for a more independent economic framework that challenges U.S. dollar dominance [5]

Group 1 - The A-share market experienced a significant trading volume of 1.09 trillion, with the Shanghai Composite Index achieving an "eight consecutive days" rise, indicating strong market resilience despite external pressures from the US stock market and dollar index declines [1] - The performance of dividend stocks has stabilized and even reached historical highs, contributing positively to market sentiment [1] - The A-share market has entered a concentrated disclosure period for Q1 financial reports, which is expected to influence market atmosphere [1] Group 2 - The cross-border payment concept stocks surged due to favorable policies aimed at enhancing the functionality and global coverage of the RMB cross-border payment system [2] - The large market concept stocks also performed well, supported by policies promoting the development of free trade zones and adjustments in global trade tariffs, which may lead companies to reassess their supply chain strategies [2] - Agricultural chemical stocks showed strong performance as spring farming preparations began, leading to increased demand and rising prices for various pesticide products [2] Group 3 - Gold stocks strengthened as spot gold prices surpassed $3,500 per ounce, driven by concerns over US economic recession and credit risks associated with US debt, leading to a consensus on the "weak dollar-strong gold" narrative [3] - The A-share market's ability to rise despite external market declines suggests a strong underlying strength, with potential for further upward movement if the current trend continues [3]