12月30日，国家发展改革委、财政部发布关于2026年实施大规模设备更新和消费品以旧换新政策的通 知。壮大资源循环利用产业。安排超长期特别国债资金支持高水平资源循环利用项目建设。加强资源循 环利用重大技术装备科技攻关。推广应用再生材料。加强对报废回收拆解企业的监管，提升废旧设备回 收利用规范化水平。强化生态环境执法监管，严厉打击回收拆解环节环境违法行为。持续推动落实资源 回收企业向自然人报废产品出售者"反向开票"制度并加强监管。 ...

自上海超级工厂投产以来，该工厂已成为特斯拉全球生产体系中的关键一环。本次第900万辆整车的下 线，进一步凸显了其在特斯拉全球产能布局中的重要地位。 凤凰网科技讯12月30日，特斯拉微博宣布全球第900万辆电动汽车于其上海超级工厂正式下线，标志着 该公司在2025年达成了一个重要的生产里程碑。 此次下线的第900万辆车型为Model Y。特斯拉方面表示，该车型已在全球市场取得领先的销售成绩。 ...

Group 1 - Didi Chuxing predicts that on December 31, 2025, domestic ride-hailing demand will exceed 80 million orders due to multiple factors such as New Year's Eve celebrations, commuting, and travel [1] - The peak demand for rides on New Year's Eve is expected to start at 3 PM and last until 8 PM [1] - Demand for rides to outdoor entertainment venues, tourist attractions, and major shopping areas is projected to increase by over 9 times compared to the same week last year [1] Group 2 - The demand for high-quality transportation options, such as ride-hailing and luxury vehicles, is expected to rise significantly, with increases of 226% and 188% respectively compared to the previous week [2] - The post-00s generation is anticipated to be the main contributor to ride-hailing demand on New Year's Eve, accounting for approximately 37% of total orders, and 45% of orders at 1 AM on January 1 [1] - During the New Year's holiday period (January 1 to January 3), the main travel themes are "heading south to escape the cold" and "going north for snow," with cities like Guangzhou and Shenzhen seeing high demand and significant year-on-year growth [1] Group 3 - Didi's car rental data shows a substantial year-on-year increase of 243% in rental bookings during the New Year's holiday [2] - Over 70% of users opted to pick up rental cars before the holiday (from December 27 to 31), with 50% planning 2 to 4 days of self-driving trips [2] - The majority of rental orders (60%) are for cars at travel destinations, with popular locations including Haikou, Qingdao, Urumqi, and Sanya [2] Group 4 - To manage the travel peak and incentivize drivers, Didi will launch commission-free cards in 245 cities from December 31 to January 3, along with additional rewards in some cities [2] - The rental orders in Harbin are expected to reach five times the volume of the same period in 2025, while the Altay region is projected to see a sevenfold increase [2]

网传i茅台将从2026年1月开始，在申购渠道首次上线飞天茅台（500ml 53度），申购价格为1499元/瓶。 对此，一位i茅台相关人士向记者明确表示，消息属实。 小财注：i茅台是贵州茅台自营电商平台，2024年和今年前三季度，i茅台分别销售约200亿元和126.92亿 元。 ...

12月30日，在房地产行业深度调整背景下，企业转型的方向逐渐清晰起来。随着增量开发空间持续压 缩，城市更新正成为少数仍具确定性的发力方向之一。 政策层面持续释放积极信号。今年以来，中央多次强调城市更新的重要性。12月相关会议进一步提出， 要深入实施城市更新行动，将其与消除安全隐患、稳楼市等工作结合起来，城市更新被定位为推动房地 产高质量发展的一项核心抓手。 不过，政策确定性并不意味着普遍机会。 当城市更新从探索期进入实操期，一个现实问题摆在房企面前——这是否是一条所有企业都能走通的赛 道？近期亮相的北京远洋安贞广场，成为观察房企如何在这一轮行业变局中构建新竞争力的一个切片。 从"重开发"到"重运营" 北京远洋安贞广场前身为安贞华联商厦，始建于90年代，如今被改造为融合企业总部办公与复合商业功 能的综合体，即将投入使用。 据悉，远洋接手项目后历时数年对其进行了大刀阔斧的改造，完成了从结构到空间、从定位到功能的系 统性重塑。 城市更新项目普遍具有投资回报周期长的特点，对房企的资金实力与运营能力形成巨大考验，如何平衡 短期投入与长期回报，是参与者必须面对的课题。 记者在采访中了解到，安贞广场项目并未依赖自有资金投入 ...

2024年7月24日，国新办举行"推动高质量发展"系列主题新闻发布会。发布会上提到，农业农村部已确 定安徽、湖南、广西三个省区为第二轮土地承包到期后再延长30年整省试点地区。 2025年7月17日，国新办举行新闻发布会介绍2025年上半年农业农村经济运行情况。农业农村部副部长 麦尔丹·木盖提介绍，我国农村改革持续深化，第二轮土地承包到期后再延长30年整省试点范围已扩大 到7个省份。 2025年12月29日出版的《经济日报》刊文《广袤田野充满生机》也提到，有关部门有序推进第二轮土地 承包到期后再延长30年试点，目前已覆盖7个整省、221个整县、349个整乡镇，绝大多数承包到期农户 原有承包地继续稳定、顺利延包。 29日，"农民日报"微信公众号刊文介绍，中央农村工作会议是党中央每年研究部署农业、农村、农民工 作的最高级别会议。中央农村工作会议一般每年12月下旬在北京召开。会议贯彻落实中央经济工作会议 精神，分析当前"三农"工作面临的新形势、新挑战，重点部署下一年"三农"工作。 据新华社消息，中央农村工作会议29日至30日在北京召开。会议强调，要进一步深化农村改革，全面开 展第二轮土地承包到期后再延长30年整省试点 ...

Core Insights - Honor Mobile officially announced that the Honor Power2 will feature the second-generation Hongyan communication technology, which can enhance weak network signals by 200% [1] - The Honor Power2 is set to be officially released on January 5 [1] Product Features - The new device will be available in three color options: Phantom Black, Snow White, and Sunrise Orange [1] - It is equipped with a 6.79-inch display with a 1.5K resolution, supporting a 120Hz refresh rate and a peak brightness of 8000 nits, along with AI defocus vision comfort features [1] Technical Specifications - The Honor Power2 is powered by the Dimensity 8500 Elite processor [1] - It features a rear camera setup consisting of a 50-megapixel main camera and a 5-megapixel ultra-wide-angle lens [1] - The device includes a massive 10,080mAh battery and supports 80W wired fast charging [1]

Core Viewpoint - Geely Holding Group's Chairman Li Shufu emphasizes the company's commitment to smart electric transformation and high-quality development in technology innovation, brand enhancement, globalization, and green development in his New Year address for 2026 [1] Group 1: Technological Innovations and Achievements - Geely has made significant progress in its smart and electric transformation, showcasing a robust development trend [1] - The completion of the first phase of the Geely constellation network deployment enables global service capabilities [1] - The successful rollout of the first AE200 aircraft marks a significant milestone in the development of large manned vertical take-off and landing vehicles in China [1] - The launch of the first future urban transportation hub "Green Intelligent Passage Island" by Cao Cao Mobility accelerates the commercialization of Robotaxi [1] Group 2: Future Outlook and Investments - Li Shufu believes that regardless of technological and market changes, the core of the automotive industry remains a safe, green, and enjoyable travel experience [1] - Geely plans to invest 50 million yuan initially and a total of 300 million yuan in the future to launch a youth innovation and entrepreneurship incentive program starting in 2026 [1] - The company will support the China University Student Formula Racing Competition, integrating cutting-edge hydrogen power exploration into the event to foster sustainable development in the automotive industry [1]

Core Viewpoint - A viral rumor about a "systemically important" bank facing a silver futures market collapse and forced liquidation has circulated widely, but lacks credible evidence to support its claims [1][10]. Group 1: Rumor Details - The rumor originated on social media, claiming that a major bank failed to meet margin requirements and was forcibly liquidated by the futures exchange [1]. - It was reported that the Federal Reserve injected $34 billion into the banking system overnight, following a previous injection of $17 billion [2]. - The bank in question is described as a significant player in the precious metals derivatives market, allegedly breaching risk limits and exhausting credit lines [2]. Group 2: Evidence and Analysis - The Federal Reserve's actual operations included a $17.25 billion injection on December 26, 2025, and a $25.9 billion operation on the following Monday, which are within normal liquidity pressures for year-end [3][6]. - The claim of a $34 billion injection remains unverified, as the New York Fed has not issued any statements supporting this figure [3][6]. - The Chicago Mercantile Exchange (CME) did raise margin requirements for silver trading, but there is no evidence of a major clearing member failing to meet these requirements [7][9]. Group 3: Market Context - The silver market is experiencing high volatility and increased margin requirements, which can lead to forced deleveraging without the need for a bank collapse [15]. - The narrative of a major bank's failure resonates with past events, particularly involving JPMorgan Chase, which has a history of manipulating silver prices [11][12]. - Current data indicates that major U.S. banks, including JPMorgan, are net long in the silver futures market, contrary to the rumors of them being in a precarious position [12].

Core Insights - The technology industry was shaken by Meta's announcement of acquiring the AI startup Butterfly Effect for several billion dollars, which developed the general AI agent Manus [2][5] - This acquisition marks Meta's third-largest deal since its inception, highlighting the rise of a young entrepreneur from Wuhan, China [5] - Manus achieved significant milestones in just nine months, including surpassing $100 million in annual recurring revenue and processing over 147 trillion tokens [8][23] Company Development - Manus was officially launched in March 2025, designed as a general AI agent capable of understanding complex instructions and delivering complete outputs like travel plans and data analysis [6] - The product's explosive market response led to a rapid increase in company valuation, reaching nearly $500 million after a $75 million Series B funding round led by Benchmark Capital [7][8] - The company relocated its headquarters from China to Singapore, with a strategic focus on global expansion from the outset [8][14] Investment and Financial Growth - Manus's rapid growth attracted significant investment, with multiple rounds from investors including ZhenFund, Sequoia China, and Tencent [9][10] - The acquisition by Meta was expedited due to the strategic alignment and the fact that several Meta executives were already users of Manus [8][23] Competitive Landscape - Manus's unique product philosophy and its ability to deliver results directly to users set it apart from competitors, which typically focused on vertical applications [12] - The company adopted a "general first, then specialize" approach, aiming to create a versatile platform before optimizing for specific use cases [12] Market Position and Future Prospects - The acquisition by Meta not only provides Manus with access to a vast user base and resources but also positions it as a key player in the future of human-computer interaction [23][24] - Meta's aggressive acquisition strategy reflects its need to catch up in the AI space, especially as competitors like OpenAI and Google advance rapidly [23][24]