Core Viewpoint - The State Council of China has officially released the "Implementation Opinions on Improving the National Unified Electricity Market System," outlining a clear timeline and roadmap for electricity market reform over the next decade, aiming for a 70% market transaction volume by 2030 and a fully established market by 2035 [1][3]. Group 1: Strategic Goals - The implementation opinions set a two-step strategic goal for the establishment of a unified electricity market, with key milestones in 2030 and 2035 [3]. - The document addresses current issues such as market barriers and insufficient participation, proposing systematic reforms to optimize electricity resource allocation nationwide [3]. Group 2: Market Functions and Pricing Logic - The implementation opinions define six major market functions: spot, medium- and long-term, ancillary services, green electricity, capacity, and retail markets, marking a significant breakthrough in pricing systems [4]. - The establishment of a multi-value market indicates that price signals will guide future investment directions and transformation paths, moving beyond traditional energy quantity pricing [4]. Group 3: Green Electricity and International Integration - The construction of a green electricity market is emphasized, with plans to strengthen the traceability of green electricity consumption and explore the integration of green certificates into carbon accounting [5]. - Analysts highlight the importance of aligning China's green electricity standards with international standards to enhance the marketability of renewable energy sources like wind and solar [5].

【环球网财经综合报道】国家基本药物目录调整工作迎来关键性制度文件。2月11日，国家卫生健康委、国家发展改革委、工业和信息化部、财政部、商务 部、市场监管总局、国家医保局等11部门联合印发《国家基本药物目录管理办法》（简称《办法》），自发布之日起施行。原国家卫生计生委2015年2月13 日印发的《国家基本药物目录管理办法》同时废止。时隔11年，《办法》的发布被业内视为新版国家基本药物目录即将调整的重要信号。 此次发布的《办法》主要从六个方面进行了修订，其中最引人关注的是完善了目录管理机制，明确提出国家基本药物供应使用与分级诊疗、药品集中采购、 支付报销等政策相衔接。在药品遴选方面，《办法》突出了药品临床价值，明确根据疾病谱变化、药品临床应用实践、药品标准变化、药品新上市情况等进 行动态调整。同时，明确了目录制定程序，包括组建专家库、咨询专家组提出遴选意见、评审专家组进行综合评议、征求成员单位意见以及报批发布等五个 关键环节。 《办法》强调，纳入国家基本药物目录的药品，应当是经国家药监局批准，并取得药品注册证书的药品，以及按国家药品标准炮制的中药饮片。除急救用药 外，独家生产品种纳入目录应当经过单独论证。对于含有 ...

Core Viewpoint - The Chinese government is launching a comprehensive initiative to boost consumer spending during the upcoming 2026 Spring Festival, with a total funding of 20.5 billion yuan allocated for various consumer incentives [1][3]. Group 1: Consumer Incentives - The initiative includes three major policy packages aimed at stimulating consumption: 1. The first package focuses on "trade-in" programs, with 625 billion yuan in national subsidies allocated to support the replacement of durable goods like home appliances and automobiles during the nine-day holiday [3]. 2. The second package involves a "prize invoice" pilot program in 50 cities, with 100 billion yuan in reward funds, including over 10 million yuan specifically for the Spring Festival period, encouraging consumers to participate by shopping and dining [3]. 3. The third package includes support from financial institutions, which will offer various discounts and incentives across high-frequency consumption areas such as travel and dining [3][4]. Group 2: Financial Services - Financial institutions will collaborate with key merchants to create promotional activities such as consumer red envelopes, discounts for minimum payments, and loyalty points redemption [4]. - During the holiday, financial services will remain operational, with banks ensuring adequate branch availability to meet consumer needs [5]. Group 3: Supply and Price Stability - The government is also focusing on ensuring the supply and price stability of essential goods, with significant reserves of meat and vegetables being prepared for the holiday season [6]. - Analysts view the Spring Festival as a critical indicator of economic vitality, noting that the combination of subsidies and financial support is expected to effectively stimulate large-scale and service consumption [6][7].

【环球网消费报道 记者 刘晓旭】2026年开年，黄金市场便上演了"过山车"式的惊险行情：伦敦现货黄金价格在1月从4500美元/盎司飙升至5598.75美元的历 史峰值，单月涨幅超24%。1月末金价却连续暴跌，单日跌幅高达9%。进入2月，市场情绪迅速修复，金价重返5000美元/盎司关口，但波动依旧剧烈。 在金价高位运行的当下，黄金消费逻辑正在发生深刻的代际更迭与价值重构。曾经的抢金潮，如今正演变为一场由"Z世代"引领的、兼具文化自信与理财智 慧的"悦己"购买。 2月11日，北京荟聚购物中心内人声鼎沸。环球网消费记者刚走进一层中庭，便被扑面而来的"金色浪潮"所包围。菜百首饰、六福珠宝、老庙、潮宏基、老 凤祥、周大福、周大生、中国黄金等十余家金店在此云集，各家橱窗内流光溢彩，仿佛在进行一场无声的"颜值较量"。 "现在年轻人买金，不仅要看含金量，更要看'颜值'。'卡颜'又保值，才是硬道理。"在一家老字号品牌金店内，人头攒动，一位年轻的销售顾问正热情地向 顾客展示一枚精致的转运珠，她对记者感慨道，现在的生意全靠"设计"打动人心。 记者在走访中发现，各家店铺为了招揽顾客，纷纷打出了诚意满满的优惠活动，竞争相当激烈。菜百首 ...

【环球网报道 记者 闫珮云】据英国路透社、《卫报》等媒体报道，在英国富豪、曼联俱乐部联合拥有者拉特克利夫当地时间11日在采访中称英国已被"移民 殖民"后，英国首相斯塔默同日对其言论表示谴责，称这些言论"无礼且错误"，并要求拉特克利夫道歉。 报道称，拉特克利夫在接受英国天空新闻网采访时表示，英国面临"大量移民涌入"，并表示英国"已被殖民"，称移民"花费了太多钱"。"你负担不起……你 不能让一个有900万人领取福利，同时又有大量移民涌入的经济体（运转）。英国实际上是在被移民殖民，不是吗？"拉特克利夫说。 对此，斯塔默11日晚在社交媒体上发帖回应说，"（这种说法）是无礼的，而且错误。英国是一个自豪、宽容和多元化的国家。吉姆·拉特克利夫应该道 歉。" 《卫报》提到，唐宁街发言人补充说，拉特克利夫的言论"正中那些想要分裂我们国家的人的下怀"，并呼吁他"立即"道歉。 《卫报》同时提到，唐宁街的回应与英国文化、媒体和体育大臣莉萨·南迪的说法截然相反。南迪对天空新闻表示，她认为拉特克利夫"关于许多人被社会忽 视、未能为国家充分发挥价值的观点是正确的"。 移民问题是英国选民最关心的议题之一。英国2016年举行公民投票决定脱离欧 ...

Core Insights - In January, China's automotive production and sales reached 2.45 million and 2.346 million units, reflecting a year-on-year increase of 0.01% in production and a decrease of 3.2% in sales [1] - New energy vehicles (NEVs) saw production and sales of 1.041 million and 0.945 million units, with year-on-year growth of 2.5% in production and 0.1% in sales [1] - NEV exports surged, with 302,000 units exported in January, marking a year-on-year increase of 100% [1] - Electric vehicle sales have surpassed traditional fuel vehicles for the first time, indicating a rapid transition to clean energy and China's solid position in the global electric vehicle market [1] Market Dynamics - Bloomberg estimates that due to reduced consumer subsidies and increased price sensitivity, the market is experiencing a delicate balance between supply and demand, with NEV sales expected to slow to a 10% growth rate by 2026 [4] - CITIC Securities reports that policy subsidies for NEVs are primarily focused on passenger and commercial vehicles, as subsidies for operational vehicles are easier to implement in terms of cost, technology, and policy, which can further drive technological development in the industry and promote passenger vehicle growth [4]

【环球网财经综合报道】日前，海南首批5家日用消费品免税店正式开业。店内可供选购的"零关税"日用消费品涵盖 202项商品，包括部分食品饮料、日化用品、家居百货、母婴用品等，岛内居民可凭有效证件购买。 报道还提到，中国将该项目视为建设海南自由贸易港的重要一步，使该省居民直接从海南更大的经济开放中受益。同 时，作为旅游热门目的地的海南，近年来一直在积极发展特殊经济体系，以吸引更多投资者和消费者。 塔斯社对此报道称，这是2月5日生效的海南自由贸易港居民零关税进口政策的一部分。根据计划，零售店的开业将首 先在岛上的三个关键城市开展，包括海口、三亚和儋州；考虑到人口评估、消费模式和基础设施发展，最初将开放五 家商店：海口三家，三亚和儋州各一家。 ...

Group 1 - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee has issued guidelines for the public utility sector to prevent and curb monopolistic behaviors in water, electricity, gas, and heating services, aiming to maintain fair market competition and protect consumer and public interests [1] - The upcoming national market supervision work meeting in 2025 has prioritized "strengthening anti-monopoly and anti-unfair competition" as a key task, indicating that anti-monopoly efforts are now a crucial part of China's competitive order adjustment [1] Group 2 - In 2026, market regulatory authorities have intensified anti-monopoly enforcement actions targeting food delivery platforms, the polysilicon industry alliance, and online travel platforms, signaling a clear message that anti-monopoly is being integrated with "anti-involution" and "platform normalization regulation" at a higher policy priority [3] - The primary goal of anti-monopoly measures is to prevent monopolistic behaviors from causing systemic harm to consumers and suppliers, as monopolies can raise prices for consumers and lower earnings for upstream suppliers [3] - Unlike the reliance on judicial litigation in Europe and the U.S., China's anti-monopoly approach is primarily administrative, characterized by high efficiency, short cycles, and quick corrections, allowing early intervention to prevent long-term damage to consumers and suppliers [3]

【环球网财经综合报道】北京时间2月12日凌晨，国际贵金属期货普遍收涨，COMEX黄金期货涨1.53%报 5107.80美元/盎司，COMEX白银期货涨4.60%报84.08美元/盎司。 分析人士称，白银供应短缺预期及强劲投资需求支撑银价，美联储降息预期推迟及通胀担忧也增强了贵金属抗 通胀属性，劳动力市场强劲下避险需求仍主导市场。 宏观层面，美国最新发布的1月季调后非农就业人口增加13万人，远超市场预期的7万人；失业率录得4.3%，创 2025年8月以来新低。堪萨斯城联储主席施密德表示，通胀仍高于目标水平，应维持"略具限制性"利率立场。因 此，交易员将美联储降息押注从6月推迟至7月。 报道还提到，白银如同"彩票效应"，其价格波动率远大于黄金，更加吸引个人投资者。 另据世界白银协会表示，2026年全球白银需求预计将保持稳定，总供应量预计增长1.5%至10.5亿盎司的10年高 点，但白银市场仍将连续第六年出现结构性短缺。 半岛电视台发文称，近期金银市场上出现了明显的逆向波动，个人投资者在价格下跌时仍强烈买入，根据"范达 研究"的数据，在短短6个交易日内，白银跟踪指数基金净流入约43亿美元，显示出对美国经济政策和投资 ...

【环球网财经综合报道】Meta公司日前表示，将投资超过100亿美元，在印第安纳州建设一个数据中心园区，这将成 为该公司迄今规模最大的人工智能基础设施投资之一。公司还表示，随着AI基础设施的建设，其资本开支将大幅增 加。 《环球邮报》报道称，根据美国电网运营商的数据，该设施一旦投入运营，将提供10个兆瓦的容量，这相当于为大约 80万户家庭供电。 报道还提到，尽管环保和消费者团体越来越反对这一能源密集型扩张，Meta和包括其他大型科技公司在内的一些公 司，正竞相建设规模越来越大的数据中心，以在被视为一个千载难逢的人工智能竞赛中占得先机。 值得关注的是，美国环保组织Earthjustice上个月要求能源监管机构调查路易斯安那项目融资问题，称这可能会让日常 住宅和企业承担扩建成本。 对此，Meta数据中心副总裁Rachel Peterson则表示，Meta已与当地公用事业供应商达成协议，为数据中心供电，并正 在自行承担相关的能源基础设施升级费用。 ...