Core Viewpoint - The Chinese government has launched a comprehensive initiative to promote green consumption, aiming to enhance the supply of green products and accelerate the transition to a green economy through various measures outlined in the recent notification by multiple departments [1][2][3]. Group 1: Green Consumption Policies - The notification includes 20 specific measures across various sectors such as agricultural products, home appliances, and hospitality, focusing on creating a robust green consumption incentive mechanism [2][3]. - The government aims to achieve the replacement of 18.3 million vehicles under the old-for-new policy by 2025, with nearly 60% being new energy vehicles, and 192 million home appliances, with 90% meeting first-level energy efficiency standards [1][2]. - The old-for-new policy is projected to drive sales of consumer goods amounting to 3.92 trillion yuan, benefiting approximately 494 million consumers [1]. Group 2: Green Product Supply and Market Growth - The market for green products is expanding steadily, with increasing consumer acceptance of green, low-carbon, and environmentally friendly consumption [3][5]. - The notification emphasizes the need to enhance the supply of green agricultural products and promote green home appliances and vehicles [2][6]. - The government is also focusing on developing a green supply chain and encouraging the use of green packaging and procurement practices [4][5]. Group 3: Consumer Engagement and Behavior - The notification encourages the establishment of a green consumption points system to incentivize consumers, allowing them to earn points for engaging in environmentally friendly behaviors [4][5]. - Innovative platforms, such as the Wuhan carbon benefit platform, are being developed to reward individuals for low-carbon actions, demonstrating a growing trend in consumer engagement with green practices [5][6]. - The rise in consumer awareness regarding green consumption is prompting businesses to adapt their production and service models to align with sustainable practices [6][7]. Group 4: Regulatory and Environmental Measures - The government has introduced 40 green product evaluation standards and 66 energy and water efficiency standards to ensure compliance and promote green consumption [8][9]. - Efforts are being made to reduce plastic pollution through regulations that encourage the use of reusable and recyclable materials in the e-commerce sector [9][10]. - The Ministry of Commerce is actively monitoring the use and recycling of plastic products, with a reported 26.31% increase in the use of environmentally friendly alternatives in the first half of 2025 [10].

2连板翔宇医疗：目前主要聚焦非侵入式脑机接口技术，截至2025年末相关产品尚未实现规模化销售 2连板伟思医疗：在脑机接口领域的新产品仍处于市场培育初期，尚未实现规模化销售 2连板麦澜德：在脑机接口领域的产品尚处于研发及市场培育期，尚未实现规模化销售 ►暂不涉及脑机接口业务 ►脑机接口业务进展 2连板三博脑科：目前不涉及脑机接口产品的研发、生产及销售 2连板航天长峰：目前公司未实际开展脑机接口等相关业务、不从事商业航天相关业务 ...

③脑机接口"独角兽"强脑科技完成20亿元融资； AI进化速递丨AMD推出下一代新品 ④AMD推出下一代AI芯片MI455 GPU，AMD有望在4年时间内将AI性能芯片提升1000倍。 ①阿里Qoder升级补全功能，AI代码采纳率提升65%； ②简智机器人正式开源具身智能行业最大规模无本体数据集； ...

国家卫健委：以"强基、稳二、控三"为原则优化医疗机构功能定位和结构 近年来，中国医疗机构床位规模保持增势，每千人床位数已突破7张，远超欧美发达国家。与之相对应 的是公立医院住院率居高不下，上级医院虹吸病人而医疗"强基"缺少需求侧支撑。在此背景下，今年国 家卫健委将以"强基、稳二、控三"为原则，进一步调控三级医院规模和发展速度。 1月5日至6日，全国卫生健康工作会议在北京召开，会议在部署2026年工作时提出，今年全国卫生健康 系统要"倾力推进深化医改政策落实"，推进以公益性为导向的公立医院改革，与此同时，精准实施医疗 卫生强基和康复护理扩容提升工程。 "按照'强基、稳二、控三'原则优化医疗机构功能定位和结构，持续推进医疗卫生强基工程，稳定二级 医院运行并拓展康复护理功能，调控三级医院规模、发展速度，优化结构，全面提升医疗卫生服务公益 性、可及性和能力水平。"会议称。 根据国家卫健委去年12月发布的《2024年我国卫生健康事业发展统计公报》，2024年，公立医院床位扩 张态势有所减缓，但全国床位规模仍整体继续增加，每千人口医疗卫生机构床位数由2023年7.23张增加 到2024年7.32张。与此同时，当年，一二三 ...

央行明确2026年七大重点工作。 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。 业内专家认为，适度宽松的货币政策将兼顾总量调节与结构优化，人民币汇率有望维持温和升值态势， 但考虑到潜在的不确定性，也不宜押注单边行情。 适度宽松的货币政策 2026年适度宽松的货币政策将有两个主要方向。首先是总量政策，其次是结构性政策。 央行会议明确，2026年继续实施适度宽松的货币政策，将促进经济高质量发展、物价合理回升作为核心 考量，灵活高效运用降准降息等多种货币政策工具，保持流动性充裕，保持社会融资条件相对宽松，引 导金融总量合理增长、信贷投放均衡，使社会融资规模、货币供应量增长同经济增长和价格总水平预期 目标相匹配。 这一取向与此前中央经济工作会议精神一脉相承。 王青认为，2026年央行将优化用好各类结构性货币政策工具，总体上是"加量降价"，即结构性货币政策 工具额度总体上会 ...

（文章来源：第一财经） 据宁德时代消息，宁德时代与蔚来近日在安徽合肥签署为期5年的全面深化战略合作协议。在技术端， 重点围绕长寿命电池、换电适配技术开展专项联合开发，推进多技术路线协作与新技术优先落地。在生 态端，共同推进换电技术标准制定与换电网络资源共享，深化在电池租赁（BaaS）等商业模式下的协 同。在市场端，加强海内外市场的品牌联合推广。 ...

Group 1 - The core viewpoint of the article emphasizes the need for broader asset allocation strategies to navigate uncertainties in the market, particularly as the global economy transitions into a new phase of asset pricing logic in 2026 [1] - Standard Chartered Bank's report indicates that risk assets are expected to outperform overall in 2026, driven by factors such as the rising probability of a "soft landing" for the US economy and easing global trade tensions [2][3] - The report highlights that while the overall environment for risk assets is favorable, significant performance disparities among different markets and asset classes are anticipated [3] Group 2 - From a macroeconomic perspective, the global economy is expected to continue its moderate recovery in 2026, with the US economy not likely to experience a hard landing, supported by potential interest rate cuts from the Federal Reserve [2] - The report suggests that the coordination of fiscal and monetary policies among major economies is likely to improve, providing new growth momentum in the medium to long term [2] - In terms of asset allocation, the recommendation is to overweight equities while maintaining core positions in bonds, with a particular focus on US and Asian markets excluding Japan [3][4] Group 3 - The report indicates that the technology sector remains a focal point for investment, with a shift in investment logic from long-term narratives to a focus on current earnings certainty [4] - In the bond market, the recommendation is to focus on government bonds as a stabilizing core, favoring emerging market government bonds due to expected moderate inflation and a dovish monetary policy outlook [4] - The report also notes that the dollar is under pressure, with expectations of a weakening dollar impacting investment strategies, while gold is highlighted as a key hedging tool with a mid-term target price of $4,800 per ounce [5][6]

Group 1 - The company Tianqi Materials is currently in the process of obtaining preliminary approval for its hundred-ton lithium sulfide and solid-state electrolyte pilot production line [2] - The construction of the production line is expected to be completed in the second half of 2026 [2]

(本文来自第一财经) 麦澜德发布异动公告称，截至目前，公司在脑机接口领域的产品尚处于研发及市场培育期，尚未实现规 模化销售，暂未对公司业绩产生重大影响。技术路线上，公司主要聚焦于非侵入式脑机接口技术的研发 和产品化，与当前国际主流的侵入式脑机接口存在显著技术路径差异。 ...

Core Viewpoint - The industry is entering a phase of growth for RGB-Mini LED TVs and generative AI 2.0, with Mini LED TVs expected to experience growth despite market challenges [1][3]. Group 1: Mini LED TV Market Dynamics - Major brands like Hisense, Samsung, LG, and TCL are focusing on high-end Mini LED TVs at CES 2026, emphasizing color richness and realism [3][5]. - RGB-Mini LED technology is becoming a significant branch of high-end television technology, narrowing the quality gap with OLED TVs and even surpassing them in color gamut [5][6]. - Mini LED TVs are projected to grow in market share, with an expected shipment of 21.1 million units in 2026, representing a 58% year-on-year increase [10]. Group 2: Competitive Landscape - Hisense's RGB-Mini LED technology introduces a fourth cyan LED chip, achieving 110% BT.2020 color gamut and reducing blue light [4][6]. - Samsung's Micro RGB TVs utilize smaller LED chips to enhance image quality, while TCL's SQD-Mini LED TVs achieve high brightness levels and color accuracy [4][6]. - The competition among brands has shifted from basic specifications to differentiated display technologies, focusing on light sources, chips, and color management systems [6][12]. Group 3: Future Projections - Despite an overall decline in global TV shipments, Mini LED TVs are expected to grow by 40% in 2026, reaching a market penetration of 10% [10]. - The global shipment of Mini LED TVs is anticipated to reach 16.12 million units in 2026, marking a significant growth of 30.1% year-on-year [11]. - Chinese brands are expected to narrow the gap with global leaders, potentially challenging for the top position in the global TV market by 2026-2027 [12]. Group 4: AI Integration - The integration of AI in the television industry is expected to deepen, with companies like Samsung, LG, Hisense, and TCL focusing on AI-driven enhancements for user interaction and content generation [12]. - The industry is entering a generative AI 2.0 phase, enhancing user experience through improved audio-visual quality and multi-modal interactions [12].