（原标题：开好局起好步 多地"新年第一会"释出新信息丨"十五五"开局新气象） 编者按： "十五五"是我国基本实现社会主义现代化的关键时期，具有承前启后的重要地位。2026年是"十五五"开 局之年，如何开好局起好步、引领现代化建设迈向壮阔新征程？本报今起推出"'十五五'开局新气象"栏 目，探访各地突破奋进的创新举措，记录产业升级焕新的澎湃动能，展现一线企业奋勇争先的生动实 践。 2026年是"十五五"开局之年。元旦假期后，多地召开"新年第一会"，对全年的重点工作和"十五五"开局 作出部署。 证券时报记者注意到，与往年相比，今年各地"新年第一会"释放出诸多新信息。湖北、南京等地的"新 年第一会"围绕科技驱动、产业创新等关键词，福建、上海等地强调打造一流营商环境，苏州、济南等 城市则聚焦"人工智能""数智"等新兴赛道，剑指产业集群升级、新兴产业培育。 中国经济体制改革研究会城乡统筹与共同富裕专委会特约研究员李萌在接受证券时报记者采访时表示， 2026年各地"新年第一会"强调了提升领导干部及公共部门工作人员驾驭经济发展的专业能力。当前，科 技创新与产业深度融合催生出大量新产业、新场景、新业态、新模式，传统知识和能力已 ...

Group 1 - The US stock market indices collectively rose, with the Dow Jones Industrial Average increasing by 1.23% and reaching a new historical high, while the Nasdaq and S&P 500 rose by 0.69% and 0.64% respectively [1][3] - The upcoming US non-farm payroll report is a focal point for the market, as it may significantly influence the Federal Reserve's monetary policy path for 2026 [2] Group 2 - The S&P 500 index has seen a cumulative increase of 78% over the past three years, with a forecasted rise of 9.2% for this year, which aligns with the average total return rate since the beginning of the century [6] - Historical data indicates that after two consecutive years of at least 10% gains, the market typically experiences declines in subsequent years, as seen in 2020 and 2015 [6] - The energy sector experienced broad gains, with Halliburton and Schlumberger seeing significant stock price increases, as they are expected to participate in the reconstruction of Venezuela's energy infrastructure [8] - Nvidia's stock fell by 0.39%, and the company announced that its upcoming CES 2026 event will not feature new GPU products, focusing instead on gaming and creator applications [8] - Notable gains were observed in popular Chinese concept stocks, with the Nasdaq Golden Dragon China Index rising by 0.49%, while companies like Dingdong Maicai and Beike saw increases of over 7% and 6% respectively [9]

娄飞鹏 "十五五"规划建议明确提出，稳步发展数字人民币。在总结数字人民币十年研发试点经验的基础上，中 国人民银行出台了《关于进一步加强数字人民币管理服务体系和相关金融基础设施建设的行动方案》明 确，银行机构为客户实名数字人民币钱包余额计付利息，遵守存款利率定价自律约定，并于2026年1月1 日正式启动实施。国有商业银行等10家数字人民币运营机构发布公告，2026年1月1日开始对实名数字人 民币钱包余额计息。这一举措不仅影响数字人民币的金融属性，也与商业银行经营和广大居民生活息息 相关。 在具体实施过程中，实名数字人民币钱包（一类、二类、三类钱包）余额按银行活期存款挂牌利率计 息，每季末月20日支付利息， 在数字人民币计息改革的同时，数字人民币的性质也随之发生了变化，具体表现为数字人民币从"数字 现金时代"迈入"数字存款货币时代"，从中国人民银行的负债转变为商业银行的负债，从不计息、不能 派生货币的模式演变为计息、能派生货币的模式。数字人民币在具备价值尺度功能的基础上，新增了价 值储藏功能等。同时，因为实名数字人民币钱包内的余额视为存款，其需要按照存款准备金要求交纳存 款准备金，不仅意味着数字人民币纳入货币政策 ...

隔夜美股集体拉升，道指创出历史新高。国际黄金、油价大涨。 美股三大指数集体收高，道指涨1.23%，再创历史新高；纳指涨0.69%，标普500指数涨0.64%。 大型科技股多数上涨，特斯拉涨超3%，亚马逊涨逾2%，Meta涨超1%，奈飞、谷歌小幅上涨；苹果跌超1%，微软、英伟达、英特尔小幅下跌。 加密货币普涨，比特币大涨站上94000美元。 有分析称，地缘政治关系成为周一美股焦点。尽管股市呈现看涨反应，交易员仍通过增持黄金头寸进行对冲。与这一贵金属挂钩的期货合约大涨2.4%。 比特币价格回升至93000美元上方。 对于美联储未来降息，市场最为关注的是当地时间本周五美国将发布2025年12月非农就业报告，预计这会为美联储未来的货币政策走向提供重要指引。 据CME"美联储观察"：美联储1月降息25个基点的概率为18.3%，维持利率不变的概率为81.7%。到3月累计降息25个基点的概率为43.2%，维持利率不变的 概率为49.6%，累计降息50个基点的概率为7.2%。 国际油价走高，国际原油期货结算价涨超1.5%。WTI原油期货2月合约涨1.74%，布伦特原油期货3月合约涨1.66%。 热门中概股多数上涨，纳斯达克中 ...

Core Viewpoint - Weigao Blood Purification plans to acquire 100% equity of Weigao Puri Pharmaceutical Packaging for an assessed value of 8.511 billion yuan, marking a significant asset restructuring and expanding its business into pharmaceutical packaging [2] Group 1: Acquisition Details - The acquisition will be fully paid through the issuance of shares, with Weigao Co. and its concerted parties increasing their stake in Weigao Blood Purification to 84.36%, maintaining absolute control [2] - Weigao Puri, established in 2018, specializes in pre-filled drug delivery systems and automatic safety drug delivery systems, aiming to provide comprehensive drug delivery solutions for global biopharmaceutical companies [2] Group 2: Financial Performance - As of June 30, 2025, Weigao Puri reported total assets of 3.425 billion yuan, total liabilities of 730 million yuan, and equity of 2.695 billion yuan, with a revenue of 939 million yuan and a net profit of 327 million yuan in the first half of 2025, indicating strong profitability [2] Group 3: Market Position - Weigao Puri has broken the overseas technology monopoly and holds a leading position in the domestic pre-filled product market, with over 50% market share from 2022 to 2024, ranking first domestically and among the top five internationally [3] Group 4: Strategic Rationale - The acquisition aims to diversify business operations and achieve technological synergy, allowing Weigao Blood Purification to leverage Weigao Puri's expertise in pharmaceutical packaging to expand its product line and reduce risks associated with a single business area [4] - The growing biopharmaceutical industry in China, projected to reach 534.8 billion yuan in 2024 and 1.13 trillion yuan by 2032, presents significant opportunities for both pharmaceutical packaging and upstream biopharmaceutical materials [4]

Core Viewpoint - The introduction of a long-cycle assessment mechanism for pension funds is expected to significantly impact long-term investment strategies, promoting a shift from short-termism to a focus on sustainable, long-term capital growth [2][3]. Group 1: Long-Cycle Assessment Mechanism - The Ministry of Human Resources and Social Security (MoHRSS) has initiated the implementation of a long-cycle assessment mechanism for pension funds, which aims to enhance long-term investment practices [3]. - Key measures include extending contract durations, lengthening assessment periods, and optimizing evaluation mechanisms to focus on medium- to long-term goals [3][4]. - The shift to a long-cycle assessment is seen as a critical step in addressing the short-term performance pressures that have historically affected pension fund management [4]. Group 2: Impact on Investment Strategies - The long-cycle assessment mechanism is expected to encourage pension funds to allocate more resources to equity assets, as the contribution from fixed-income assets has been declining due to lower interest rates [5][6]. - This change is anticipated to enhance the stability and performance of pension funds by allowing for a more patient investment approach, reducing the impact of short-term market fluctuations [6][7]. - The new mechanism aligns with broader policy efforts to facilitate the entry of long-term capital into the market, thereby supporting the overall stability and growth of the capital market [7][8]. Group 3: Regulatory and Market Context - The introduction of the long-cycle assessment is part of a series of regulatory initiatives aimed at promoting the entry of long-term capital into the market, which includes guidelines issued by various financial authorities [7][8]. - The shift in regulatory focus from quantity-based restrictions to more cautious, qualitative assessments is expected to foster the development of long-term capital in China [8].

Group 1: Precious Metals Surge - Precious metals experienced a significant surge, with spot gold rising over 2% to surpass $4420 per ounce, and spot silver increasing by more than 5% to exceed $76 per ounce [1] - Other precious metals also saw substantial gains, with both platinum and palladium rising over 5% [1] Group 2: Market Indices Performance - The Dow Jones Industrial Average expanded its gains to 1.2%, reaching an intraday all-time high, while the S&P 500 index rose by 0.58% and the Nasdaq Composite index increased by 0.66% [2] - Energy stocks led the market, with Schlumberger rising over 7% and Chevron increasing by more than 6% [3] Group 3: Technology Sector Highlights - The technology sector saw broad gains, with TSMC's stock price increasing by 3.4% to $330 per share, marking a new historical high and a total market capitalization of $1.7 trillion [4] - Intel's stock rose by over 5%, and ASML's stock also hit a record high with an increase of more than 5%, bringing its market capitalization to $475 billion [4] - Nvidia and Tesla both saw stock increases of over 1.5% [4] Group 4: Bitcoin and Ethereum Trends - Bitcoin rose to $93,220.8, marking a 2.22% increase over the past 24 hours, reaching a three-week high, while Ethereum increased to $3,168.62, up 1.08% in the same timeframe [6]

Core Viewpoint - The recent court ruling has brought former private equity figure Xu Xiang back into the public eye, with the court ordering Xu and his associate Xu Changjiang to compensate investors for losses related to market manipulation, with Wanfeng Co., Ltd. also held liable for joint compensation [1][2]. Group 1: Legal Proceedings - Wanfeng Co., Ltd. plans to appeal the first-instance ruling during the statutory appeal period [2]. - A total of 24 investors, led by plaintiff Ao, have filed a lawsuit against Xu Xiang, Xu Changjiang, and Wanfeng Co., Ltd., claiming a total of 332.78 million yuan in damages [2]. - The Nanjing Intermediate People's Court has dismissed one investor's claim due to the expiration of the statute of limitations [2]. Group 2: Previous Cases and Financial Implications - In a previous case, the court ordered Xu Xiang and Xu Changjiang to compensate four investors a total of 110.26 million yuan, with Wanfeng Co., Ltd. also responsible for joint compensation [3]. - Xu Xiang and Xu Changjiang were found to have manipulated the stock market, with Xu Xiang profiting 4.54 billion yuan from trading Wanfeng shares [4]. - The total estimated losses for investors in the ongoing lawsuits against Xu Xiang, Xu Changjiang, and Wanfeng Co., Ltd. amount to approximately 86.74 million yuan, with 1,015 investors having filed claims [4].

上述行为导致广道退披露的2018年至2023年年度报告、2024年半年度报告及《2024年度向特定对象发行 股票募集说明书(草案)》存在虚假记载。 2026年退市第一股来了！ 1月5日，广道退（920680）被北交所终止上市并摘牌。 根据相关规定，广道退股票终止上市后，将转入全国股转系统依托原证券公司代办转让系统设立并代为 管理的两网公司及退市公司板块挂牌转让。 中国证监会此前披露的行政处罚决定书显示，广道退制作虚假购销合同、发票、银行回单、发货通知单 及入库单等方式虚构销售和采购业务，从而虚增营业收入及营业成本。 2018年至2024年上半年，广道退分别虚增营业收入1.43亿元、1.92亿元、2.23亿元、2.49亿元、3.04亿 元、2.83亿元、7164.61万元，占当期报告记载金额的87.34%、95.39%、98.96%、85.87%、99.39%、 98.14%、88.11%；分别虚增营业成本6465.26万元、8541.64万元、1.17亿元、1.33亿元、1.63亿元、1.52 亿元、3863万元，占当期报告记载金额的84.53%、91.17%、98.41%、83.30%、99.13%、92. ...

Core Viewpoint - Weigao Blood Purification plans to acquire 100% equity of Weigao Purui Pharmaceutical Packaging for an assessed value of 8.511 billion yuan, marking a significant asset restructuring and expanding its business into pharmaceutical packaging [1] Company Summary - Weigao Purui, established in 2018, specializes in pre-filled drug delivery systems and automatic safety drug delivery systems, providing comprehensive drug delivery solutions for global biopharmaceutical companies [1] - As of June 30, 2025, Weigao Purui reported total assets of 3.425 billion yuan, total liabilities of 730 million yuan, and owner’s equity of 2.695 billion yuan, with a revenue of 939 million yuan and a net profit of 327 million yuan for the first half of 2025, indicating strong profitability [1] Market Position - Weigao Purui has broken the overseas technology monopoly and holds a leading position in the domestic pre-filled product market, with a market share exceeding 50% from 2022 to 2024, ranking first domestically and among the top five internationally [2] Strategic Rationale - The acquisition aims to diversify Weigao Blood Purification's business and enhance technological synergy, allowing it to expand from blood purification products to the pharmaceutical packaging sector, thereby reducing risks associated with a single business area [3] - Weigao Purui's established biopharmaceutical customer resources will provide Weigao Blood Purification with ready sales channels for its biopharmaceutical filter business, facilitating mutual empowerment in technology and market access [3] Industry Context - The acquisition aligns with the rapid growth of the domestic biopharmaceutical industry, with the market expected to reach 534.8 billion yuan in 2024 and grow to 1.13 trillion yuan by 2032, driving demand for pharmaceutical packaging and upstream biopharmaceutical consumables [3] - The acceleration of the domestic supply chain for biopharmaceuticals, supported by policies and market demand, presents development opportunities for local companies with technological advantages [3]