【重点关注】 ·商务部：再次延长对进口牛肉保障措施调查期限 ·10月民航运输规模增势良好国际客货运量同比增速均超20% ·国家能源局：1—10月全国电力市场交易电量同比增长7.9% 【国内要闻】 ·商务部公布再次延长对进口牛肉保障措施调查期限的决定，根据《中华人民共和国保障措施条例》的 规定，2024年12月27日，商务部发布2024年第60号公告，决定对进口牛肉进行保障措施立案调查。2025 年8月6日，商务部发布2025年第38号公告，决定将本案的调查期限延长至2025年11月26日。鉴于本案情 况复杂，商务部决定将本案的调查期限再次延长至2026年1月26日。 ·国家能源局发布数据显示，今年前10个月，我国共计核发绿证24.78亿个，其中可交易绿证15.92亿个。 10月当月核发绿证3.70亿个，涉及可再生能源发电项目37.41万个。 ·据中国民航报消息，记者从民航局了解到，10月，我国民航运输规模增势良好，共完成运输总周转量 146.0亿吨公里、旅客运输量6783.5万人次、货邮运输量91.7万吨，分别同比增长10.8%、5.8%、13.4%。 国际航线旅客运输量、货邮运输量同比增速均超过20%，货邮 ...

根据《中华人民共和国保障措施条例》的规定，2024年12月27日，商务部发布2024年第60号公告，决定 对进口牛肉进行保障措施立案调查。2025年8月6日，商务部发布2025年第38号公告，决定将本案的调查 期限延长至2025年11月26日。 商务部 2025年11月25日 鉴于本案情况复杂，商务部决定将本案的调查期限再次延长至2026年1月26日。 ...

新华财经北京11月25日电据商务部网站25日发布，根据《中华人民共和国保障措施条例》的规定，2024年12月27日，商务部 发布2024年第60号公告，决定对进口牛肉进行保障措施立案调查。2025年8月6日，商务部发布2025年第38号公告，决定将本 案的调查期限延长至2025年11月26日。鉴于本案情况复杂，商务部决定将本案的调查期限再次延长至2026年1月26日。 （文章来源：新华财经） ...

Core Viewpoint - The article discusses President Trump's response to inflation concerns during a recent event, emphasizing his administration's economic policies and the impact of energy prices on overall costs [3][4]. Political Pressure - Trump's remarks highlight a decrease in energy costs, which he claims has led to a reduction in prices for various goods, including gasoline [6]. - The Democratic Party's recent electoral victories are attributed to their focus on living costs, with Trump acknowledging the challenges faced by the Republican Party in addressing these issues [4][6]. - A New Jersey congresswoman criticized Trump for not fulfilling his promises regarding affordable living, indicating a significant shift in voter sentiment [6]. Housing Affordability Initiatives - The Trump administration proposed new mortgage options aimed at improving housing affordability, including 50-year mortgages and transferable loans [7]. - Despite these initiatives, consumer confidence has reportedly plummeted to its lowest level since June 2022, indicating a disconnect between policy proposals and public sentiment [7]. Economic Performance Claims - Trump claims that domestic employment has increased by 1.9 million since his administration began, and hourly wages have seen significant growth [7]. - He also mentioned the reduction of over $1 trillion in regulatory costs, which he argues has eased the economic burden on Americans [7]. Trade and Inflation - Trump criticized the Democratic Party for not acknowledging the severity of inflation and high energy prices, while also addressing the impact of tariffs on consumer goods [9]. - Recent tariff exemptions on certain imported goods, such as coffee and avocados, are seen as an acknowledgment of the inflationary pressures caused by previous trade policies [9][10]. - The article notes that beef prices have risen significantly, with the average price per pound increasing by 15% since Trump's presidency began [9].

民调显示，美国11月的消费者信心暴跌至自2022年6月以来的最低水平。 当地时间17日，参加麦当劳华盛顿影响力峰会的美国总统特朗普，回应了美国民众对通胀加剧等经济问 题的担忧。 本月初在美国多场地方选举中，民主党接连取得关键胜利，生活成本议题是民主党的主打议题之一。 特朗普辩称，虽然他从美国前总统拜登那里继承了一个烂摊子，但"美国已迎来了正常的通货膨胀"。他 称，减税政策以及制造业回流计划将扩大美国企业的收入并刺激经济增长，只不过"这些措施奏效需要 时间。" 在当天的演讲中，特朗普还提到美国的投资和贸易协议，并且批评民主党人过分强调目前"物价不可负 担"。 白宫官员表示，特朗普本周参加麦当劳峰会的演讲只是围绕"可负担性"议题的一系列活动的首场，顾问 团队正在讨论让特朗普扩大国内行程，更直接地向选民介绍相关措施。 然而，根据RealClearPolitics网站一份最新的民调，美国11月的消费者信心却暴跌，跌至自2022年6月以 来的最低水平。 特朗普在当天的演讲中表示，他正在"结束拜登政府造成的负担能力危机"。"尽管我们正在取得巨大的 进步，我们还有很多工作要做。"特朗普说，"如今，美国本土就业人数比我上任时 ...

一块来自巴西的牛肉，如今能提前三天"现身"武汉市民的餐桌。这样的速度并非因为船开得更快，而是源于一场"数据跑路"带来的物 流提速。 近日，国家发展改革委、国家数据局等十部门联合发布《关于推动物流数据开放互联 有效降低全社会物流成本的实施方案》，着力破 解物流行业长期存在的"数据孤岛"难题。作为全国16个物流数据开放互联试点城市之一，武汉正通过数据共享，让物流运转更高效、更经 济。 那么，对普通老百姓而言，这究竟能带来哪些实实在在的好处？ 阳逻港。长江日报资料图 共数据，支撑跨部门数据互联和企业间数据可信流转。 目前，武汉已组织多家企业开展了13个应用场景建设。除江海联运场景外，九州通医药集团物流公司通过对接实时路况数据，运用AI 算法优化配送路径，实现配送效率提升30%，配送及时率提升10%，返程空载率下降20%，成本降低10%，预计每年可增加返程带货净利润 近100万元，同时降低人工及燃油成本300万元以上。武汉数据集团也已完成与宁波、霍尔果斯等城市的数据互联互通测试，正稳步推进物 流数据的归集与开放应用。 编辑：宗夏 得益于此，进口牛肉一般能提前3天到达消费者"家门口"，上海港进口货物在武汉的分拨效率提升 ...

Core Insights - The 2025 Global Meat Industry Expo opened in Zhengzhou, China, gathering over 2,000 global meat source enterprises, highlighting the growing demand for high-quality and diverse meat products in China [1][2] - China is not only the largest meat producer globally but also one of the most promising consumer markets, emphasizing the importance of interaction between the global and Chinese markets for the prosperity of the meat industry [1] - The Central Plains Four Seasons Aquatic Logistics Port in Zhengzhou is becoming a strategic hub for the meat industry, boasting a cold storage capacity of over 1 million cubic meters, making it one of the largest inland cold chain storage bases in China [1] Industry Developments - The Central Plains Four Seasons Aquatic Logistics Port has an annual transaction volume exceeding 200 billion yuan, with nearly 70% of that being imported beef, showcasing its unique advantage in distributing imported beef nationwide [2] - The expo features a wide array of international meat products from countries like Brazil and Uruguay, alongside leading Chinese meat companies, indicating a strong presence of both domestic and international players in the market [2] - The expo is set to attract around 120,000 professional visitors and includes a "digital twin" exhibition, creating an online platform for year-round access and fostering new potential for industry collaboration [2]

Core Insights - Wuhan is emerging as a new hub for importing goods, particularly high-value items like perfumes and cosmetics, significantly reducing delivery times and costs [4][6][10] Group 1: Logistics and Supply Chain - The establishment of the Huahu International Airport has enabled Wuhan to become a key import distribution center, facilitating faster delivery of international products [4][5] - Imported goods, such as perfumes, are now shipped directly from overseas to Wuhan, reducing the need for lengthy transportation through traditional ports like Hong Kong and Shanghai [6][9] - The new logistics model allows for a significant reduction in transportation costs, estimated to be between 15% and 30% [6] Group 2: Market Expansion - Wuhan is becoming a central distribution point for various imported goods, including high-quality beef and fresh fruits, serving not only local markets but also surrounding provinces [7][11] - The city is transitioning from being a "buyer" to a "super seller," with an increasing number of cross-border e-commerce platforms establishing operations in Wuhan [11] Group 3: Competitive Advantage - Wuhan's logistics network, which integrates air, rail, and road transport, creates a "logistics price depression," making goods cheaper to ship from the city [10] - The city aims to enhance its logistics efficiency further, targeting a reduction in the ratio of social logistics costs to GDP below the national average by 2 percentage points [11]

Core Insights - The phenomenon of Hong Kong residents flocking to Shenzhen for shopping highlights significant price differences and evolving consumer trends between the two regions [1][3]. Price Discrepancies - There is a notable price gap between similar products in Hong Kong and Shenzhen, with items like milk tea costing 35 HKD (approximately 32 RMB) in Hong Kong compared to 15 RMB in Shenzhen, and a plate of fried rice noodles priced at 78 HKD in Hong Kong versus 38 RMB in Shenzhen [3]. - Service costs also show a stark contrast, with basic nail services in Shenzhen costing 60-80 RMB, while the same service in Hong Kong ranges from 300-400 HKD [3]. Weekend Economic Trends - The trend of Hong Kong residents traveling to Shenzhen for weekend shopping has become common, with many using empty suitcases for grocery shopping, as imported beef in Shenzhen is 30% cheaper than in Hong Kong [5]. - Shenzhen's dining and entertainment complexes are increasingly popular among Hong Kong consumers, with over 30% of visitors to places like Shenzhen's Joy City coming from Hong Kong, spending an average of 800-1200 RMB [6]. Consumer Behavior Dynamics - Hong Kong residents are engaging in both "consumption downgrade" by seeking better value and "consumption upgrade" by enjoying superior service experiences in Shenzhen [8]. - Shenzhen businesses are adapting to this trend by offering "Hong Kong-style" packages and services in Cantonese, indicating a shift towards a new consumer ecosystem [8]. Socioeconomic Transformation - The integration of consumer behaviors between Hong Kong and Shenzhen signifies a deeper socioeconomic change, as boundaries between the two cities blur through shared lifestyles and payment methods [8].

Group 1 - The import beef market has shown a significant rebound, with mainstream product prices increasing by approximately 200 yuan per ton, indicating a strong recovery trend [1] - The wholesale beef market has also experienced a price increase of 2 yuan over the past 10 days, leading to intense competition among slaughterhouses due to rising demand and tight supply [2] - Regional price disparities are evident, with beef prices in Beijing and Tianjin ranging from 55 to 64 yuan per kilogram, while prices in Shanghai and Jiangsu reach 66 to 110 yuan per kilogram, reflecting varying consumer demand and economic conditions [2] Group 2 - The price of live cattle has reached 12 to 15 yuan per pound (24 to 30 yuan per kilogram) as of August 6, with farmers holding back on sales due to rising prices, further tightening supply [3] - The domestic beef supply gap is widening due to high feed costs, which have increased by 8% year-on-year, leading to reduced cattle farming and lower stock levels [4] - The Ministry of Commerce has initiated an investigation into import beef safeguard measures, raising market expectations of potential import restrictions, prompting traders to stockpile beef [5] Group 3 - The regional market shows significant price differences, with the East China region becoming the core area for price increases, while North China maintains a more stable price trend [6] - The upcoming festive season is expected to boost demand, with chain restaurants increasing high-end beef purchases, contributing to price increases in the high-end market [5] - The outlook for the beef market suggests a search for a new supply-demand balance, with short-term price adjustments expected but limited declines, supported by strong consumer demand [7]