短纤主力 (ZCE_PF) 加自选

周四，随着投资者在中国“超级黄金周”假期后恢复市场活动，中国10年期政府债券收益率跌至1.85%左右，接近三周低点。旅游活动激增至创纪录水平，在此期间估计有24.3亿人次的跨区域客运，平均每天3.04亿人次。延长的中断突显了消费者需求的弹性和持续的经济势头，反映了中国正在向高质量和可持续增长过渡。在贸易方面，中国收紧了稀土出口规定，对加工技术引入了新的限制，并禁止未经授权的国际合作。更新后的政策规定，可能会拒绝向外国国防承包商和某些半导体制造商发放出口许可证。此外，未经政府正式批准，中国企业现在被禁止在海外从事稀土相关活动。

China’s 10-year government bond yield fell to around 1.85% on Thursday, marking a near three-week low as investors resumed market activity following the country’s “Super Golden Week” holiday. Travel activity surged to record levels, with an estimated 2.43 billion cross-regional passenger trips made over the period, averaging 304 million journeys per day. The extended break underscored resilient consumer demand and sustained economic momentum, reflecting China’s ongoing transition toward high-quality and sustainable growth. On the trade front, China tightened its rare earth export regulations, introducing new restrictions on processing technologies and prohibiting unauthorized international collaboration. The updated policy specifies that export licenses will likely be denied to foreign defense contractors and certain semiconductor manufacturers. Furthermore, Chinese enterprises are now barred from engaging in rare earth-related activities overseas without formal government approval.