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Protesters march in Panama against the contract extension for a huge copper mine_我的网站

A |     本篇评级为★★★，主要围绕以下内容展开：                    1、《求是》重要文章说了什么，指向什么方向？          2、年底压力来自哪里？何时有望解除？                    如有疑问请以音频内容为准，添加妙投小虎哥微信：miaotou515，入群有机会与董小姐进一步交流。                   新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。                   1、《求是》重要文章说了什么，指向什么方向？          今天国内市场向下回踩得有些狠：上证指数下跌1.1%，创业板指跌2.1%。进入12月后，国内股票市场的财富效应迅速萎缩——这一点我们已在近日的音频中反复提及，总原则仍叫“谨慎为金”。多重肉眼可见的压力中，最典型的是刚结束的两次会议：12月8日的政治局会议和12月11日的中央经济工作会议。    PANAMA CITY -- Protesters blocked streets across Panama on Monday, demanding the government rescind a contract to continue copper mining in a biodiverse region.Teaching and construction unions led calls against the contract with environmentalists, saying continued development threatens forested land and crucial groundwater just 75 miles (120 kilometers) west of the capital, in the state of Colon.Across Panama City, peaceful protesters handed out fliers, but in some areas on the outskirts of the capital police met protesters with tear gas. In anticipation of the largest marches since a cost of living crisis last July, both the Department of Education and the University of Panama cancelled classes. The government used social media to highlight the “enormous contribution” the mine — Panama's largest private investment ever — makes to the country's economy.In March, Panama's legislature reached an agreement with Canadian mining company First Quantum, allowing its local subsidiary, Minera Panama, to continue operating a huge open-pit copper mine in central Panama for at least 20 more years. The mine was temporarily closed last year when talks between the government and First Quantum broke down over payments the government wanted to receive.Protests began after President Laurentino Cortizo signed off on that contract on Friday after it was approved by the congress.The president acted surreptitiously, according to Fernando Abrego, leader of Panama's Association of Teachers union. “The government decided this confrontation by quickly and expeditiously approving a contract they know is rejected by the people,” he said.Teachers were joined by construction workers, who are one of country's most powerful labor groups. “The people are in the streets in defense of sovereignty," said union leader Saúl Méndez, "in the face of a contract that cedes self-determination by devastating the environment to steal resources.”It is unclear how persuasive these arguments will prove against the economic boon of a single mining site that already brings in 3% of the nation’s gross domestic product. Minera Panama says the mine will employ thousands of Panamanians and that its shipments make 80% of the country's total exports.The new contract, initially slowed by labor disagreements, secures Panama at least $375 million a year from Minera Panama, over 10 times more than the previous deal. It represents one of the largest national mining contracts in a region where other countries like Costa Rica regulate the sector more stringently and El Salvador which banned metal mining in 2017. For teachers, however, Abrego said concession was not an option, and that the teachers' union would hold an assembly to plan their next actions. “We will remain in the streets,” he said.。                   政策节奏总体讲究“稳扎稳打”，而此前市场预期却是“高举高打”，于是部分资金不得不面对预期落差，进而对整体市场形成压制。

B | 当然，我们并非说“稳扎稳打”之下所有行业、所有赛道都无亮点；熬过12月及1月初的典型波动期后，政策指向的亮点大概率会逐步浮现，转化为潜力与机会。                   今天政策层面又有新表态：《求是》杂志发表了一把手的重要文章，标题为《扩大内需是战略之举》。《求是》的地位毋庸赘述，其基本代表最高层声音；此文又是两次会议后一把手发表的首篇综述，意有所指，可视为来年工作的重中之重。标题已点明重点——“扩大内需是战略之举”，并非权宜之策，而是短、中、长期都要“徐徐图之”。                   本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。

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Published on:13:03:39