调研发现，制药项目投运后约90%以上企业存在生产工艺、原辅料或产品品种调整的情况。 生态环境部将优化制药行业建设项目环评管理，推动提升行业绿色水平，鼓励同类项目"打捆"审批，提 高管理效能，切实减轻企业负担。 制药工业具有研发需求高、创新活力强、产品更新快等特点。图为辽宁本溪一家制药企业生产车间。摄 影 / 章轲 《意见》规定，制药建设项目完成竣工环境保护验收、投入运行后，原辅材料、产品品种、生产能力、 生产工艺发生变化，但污染物排放种类、排放量及环境风险均未超过原环评，各项污染防治措施及环境 风险防范措施能够满足变化后环境管理要求的，无需重新开展环评。 支持生物药品制品制造和实验室研发项目开展环评"打捆"审批。鼓励位于同一产业园区的多个生物药品 制品制造、实验室研发项目共同编制一份环评文件，在明确相应建设单位责任基础上实施"打捆"审批。 生态环境部环境影响评价与排放管理司有关负责人日前答记者问时表示，《关于优化制药行业建设项目 环评工作的意见》（下称《意见》）近日发布，这是生态环境部从制药行业建设项目环评管理这个"小 切口"入手，推动制度创新的重要举措。 制药工业是关系国计民生、经济发展和国家安全的战略性产 ...

（文章来源：第一财经） 中信证券研报表示，我国量贩零食行业发展迅速，我们估算2024/2025年门店同比翻倍/增长超30%至4.2 万/5.6万家，2025年行业销售规模有望达2200+亿元。2024年行业竞争加剧，头部量贩零食企业通过加 大门店和价格战补贴推动加速拓店。2025年行业竞争缓和，不过由于门店快速加密，2025H1头部量贩 零食企业同店销售下滑多，2025H2同店跌幅已环比改善。通过复盘土耳其硬折扣零售龙头公司BIM， 我们看好国内硬折扣零售业态可以穿越经济周期、保持韧性增长，我们认为头部量贩零食企业未来还有 超50%的开店空间，品类扩展、自有品牌产品运营、店型优化、精细化运营是未来重要发展任务。 ...

第一财经每日早间精选热点新闻，点击「听新闻」，一键收听。 【今日推荐】 降准降息可期！央行2026年政策定调 1月5日至6日，2026年中国人民银行工作会议召开，部署全年七大重点工作，围绕货币政策实施、金融 服务实体经济、风险防控、金融改革开放等核心领域，明确行动路径。其中，在货币政策方面，会议强 调，把促进经济高质量发展、物价合理回升作为货币政策的重要考量，灵活高效运用降准降息等多种货 币政策工具。 特朗普称委内瑞拉将向美国移交3000万至5000万桶石油 当地时间1月6日，美国总统特朗普宣布，委内瑞拉临时政府将向美国移交3000万至5000万桶石油。这些 石油将按市场价格出售，而所得资金将由特朗普进行监管，以确保这些资金用于"造福委内瑞拉人民和 美国人民"。特朗普称，已要求能源部长克里斯·赖特立即执行这一计划。石油将由储油船装载，并直接 运送至美国的卸货码头。目前委内瑞拉方面对此暂未做出官方表态。 北欧五国外长就格陵兰岛问题发表联合声明 当地时间1月6日，丹麦、芬兰、冰岛、挪威和瑞典外长发表联合声明。声明称，作为北欧、北极国家及 北约盟国，五国共同致力于维护北极地区安全、稳定与合作，已采取一切措施加强该地 ...

（文章来源：第一财经） 当地时间1月6日，英伟达CEO在接受媒体采访时表示，中国涌现出的初创企业数量众多，很多已经上市 并发展得非常好，这说明了中国科技行业的蓬勃活力和强大实力。毫不夸张地说，中国的企业家、工程 师、技术专家和AI研究人员是世界顶尖的。中国工程师们极其努力，想法非常聪明。他说自己完全相 信，中国科技将继续繁荣发展并不断进步。对英伟达而言，想要为中国市场做出贡献并提供有价值的产 品，就必须参与竞争，持续推动技术进步。 ...

Core Viewpoint - The CEO of Nvidia, Jensen Huang, emphasizes that the development of AI factories requires significant energy consumption, but energy efficiency is the key factor [1] Group 1: Energy Efficiency - Nvidia's new products achieve a tenfold increase in throughput while only doubling power consumption, indicating improved energy efficiency [1] - The company links energy efficiency directly to business value, stating that data center energy efficiency impacts customer revenue [1] - Higher efficiency allows for more tokens to be generated under the same power consumption, leading to increased revenue [1] Group 2: Business Goals - Nvidia's ongoing goal is to generate one token for every dollar spent, highlighting the importance of energy efficiency in achieving this target [1]

Group 1 - The aviation and airport sector is expected to see steady demand growth, with Airbus's new orders not altering the low supply growth trend in the industry, leading to improved industry profitability due to favorable oil and exchange rates [1] - In the shipping and port sector, the escalation of the situation in Venezuela is expected to boost oil transportation demand in the compliant market, potentially leading to an increase in oil transportation rates month-on-month in January; container shipping rates may rise month-on-month but decline year-on-year, while dry bulk shipping rates and port throughput may experience seasonal declines but show year-on-year growth [1] - The logistics and express delivery sector may face pressure on shipment volumes in January due to high base effects, with a lack of short-term upward momentum in pricing [1] Group 2 - The road and rail sector is supported by high passenger traffic from tourism, but weak coal transportation demand is dragging down freight performance [1] - The company continues to recommend the aviation and oil transportation sectors, as well as certain growth and high-dividend stocks [1]

Group 1 - The core viewpoint is that market risk appetite improved in December, and the spring market is expected to continue [1] Group 2 - Investment suggestions for January include focusing on sectors benefiting from the spread of AI technology and applications, such as optical modules, cloud computing infrastructure, robotics, consumer electronics, and intelligent driving [1] - Certain sub-sectors of non-ferrous metals are expected to benefit from the restructuring of global monetary order and supply-demand imbalances [1] - The cyclical market represented by real estate and general consumption remains tilted towards the left side, with attention on chemicals, power grid equipment, engineering machinery, white goods, and commercial vehicles [1] - Long-term capital inflow into the market is a prevailing trend, with a focus on high-dividend leading companies based on quality cash flow, volatility, and dividend certainty [1] - Improved risk appetite in the capital market is expected to boost the performance of the non-bank financial sector, with a focus on insurance and brokerage firms [1]

Group 1 - The outlook for January indicates a seasonal decline in both passenger and cargo volumes across various sectors [1] - In the aviation and airport sector, Airbus's new orders do not change the trend of low supply growth in the industry, but steady demand growth combined with favorable oil and exchange rates is expected to improve industry profitability [1] - In the shipping and port sector, the escalating situation in Venezuela is expected to boost oil transportation demand in the compliant market, potentially leading to an increase in oil shipping rates month-on-month in January [1] Group 2 - In logistics and express delivery, the volume of packages in January may face pressure due to a high base, and there is a lack of upward momentum in prices in the short term [1] - In the road and rail sector, tourism is supporting high passenger traffic, but weak coal transportation demand is dragging down freight performance [1] - The company continues to recommend the aviation and oil shipping sectors, as well as certain growth and high-dividend stocks [1]

黄仁勋说只要自己还能胜任CEO，就会继续干下去。作为一家领军企业的CEO，肩负着巨大的责 任，自己像是"船长"。英伟达在全球各地都有供应链合作伙伴，他们都希望英伟达能尽到自己的责 任。英伟达花了33年的时间才走到今天。（转载自第一财经） 当地时间1月6日的英伟达沟通会上，有记者提问黄仁勋作为在任时间最长的科技CEO，有什么秘 诀？他回应秘诀有两个：第一，别被炒鱿鱼；第二，别觉得无聊。自己也不知道这两条哪一条更重 要。 ...

资金面上来看，2025年12月以来，有色金属行业获融资净买入达到109.7亿元，净流入金额在全行业中 排名第四，紫金矿业、赣锋锂业、西部材料、中国铀业、天齐锂业、兴业银锡融资净买入金额均超过5 亿元。 据数据宝，元旦假期结束以来，有色金属板块持续走高，行业指数2个交易日大涨6.98%，天力复合、 湖南白银、中国铝业等16股累计涨幅均在10%以上。 目前，已有4只有色金属板块个股公布了2025年业绩预告，业绩均为预增，包括赤峰黄金、紫金矿业、 华友钴业、中国铀业。 ...