为此他建议，一是制定新能源车维修行业发展规划。二是推动传统汽车维修行业转型。三是破除新能源 车企在维修市场的垄断。四是引导新能源车企逐步放开维修授权。五是加快新能源车维修行业人才培 养。 期货日报网讯（记者 杨美）"截至2025年底，全国新能源汽车保有量已达4397万辆，但随着质保期陆续 届满，大量车辆即将涌入售后市场，而与之配套的维修行业标准体系尚未建立，存在多重风险。"全国 人大代表、赣锋锂业董事长李良彬在今年全国两会上提出建议，呼吁尽快构建新能源汽车维修行业标准 体系，推动行业规范化发展，保障消费者权益。 "庞大的过保车辆与薄弱的售后维修体系之间的矛盾正日益凸显。"李良彬指出，当前,新能源汽车维修 面临"天价"难题。除了高昂的成本，维修市场的乱象也日益突出。 根据工业和信息化部规定，自2016年起，新能源乘用车"三电"核心部件（电池、电机、电控）需提供至 少8年或12万公里质保。该政策于2022年修订后，覆盖所有家用新能源汽车。据此测算，到2026年至 2028年，全国将迎来首批超过300万辆新能源汽车"过保"，2029年之后，过保车辆数量将大幅攀升。 ...

期货日报网讯（记者 肖佳煊）根据中国汽车工业协会预测，2026年中国汽车销量预计达3400万辆左 右，增速放缓至3.5%。总的来看，中国车市已进入存量博弈为主的微增长阶段。与此同时，我国汽车 行业正加快形成新质生产力。中国汽车工业协会发布的数据显示，2025年，我国汽车产销量均突破3400 万辆，再创历史新高。新能源汽车产销量均超1600万辆，新能源汽车国内新车销量占比突破50%。 二是推动体系变革，构建高效能生产范式。新质生产力要求生产方式的革命性变革，广汽集团将持续深 化管理变革，推进组织效能革命，建设流程型组织，进一步推动产品开发与运营效率提升。 三是构建融合创新生态，拓展新质生产力边界。新质生产力的形成需要开放协同的创新生态，汽车产业 需打破行业壁垒，推动"汽车+能源+信息+城市"深度融合，创造新价值空间。 全国人大代表，广汽集团党委书记、董事长冯兴亚表示，要加快形成新质生产力，必须以科技创新为核 心引擎，以电动化、智能化、网联化、共享化为转型路径，以全产业链协同为支撑体系，以全球化布局 为拓展空间，为汽车强国建设注入强劲动力。 一是锚定核心技术攻关，筑牢新质生产力根基。新质生产力的本质是科技创新驱动 ...

Core Insights - The Middle East is a significant growth market for China's steel exports, with imports from the Gulf Cooperation Council (GCC) countries expected to exceed 13 million tons by 2025, a 2.2-fold increase from 2021 [2] - The ongoing conflict involving the U.S., Israel, and Iran has disrupted shipping routes through the Strait of Hormuz, impacting steel exports to the region [3][10] Group 1: Steel Export Growth to the Middle East - China's steel exports to the Middle East are projected to grow significantly, driven by low costs and increasing infrastructure demands in the region [2] - By 2025, the GCC countries are expected to import 1,355 million tons of steel from China, with Saudi Arabia and the UAE being the largest importers at 557 million tons and 546 million tons, respectively [4][10] - The GCC's demand for steel is fueled by major infrastructure projects, including Saudi Arabia's $1.5 trillion investment plan and significant developments in Egypt and the UAE [2] Group 2: Impact of Conflict on Shipping and Exports - The conflict has led to a blockade of the Strait of Hormuz, affecting shipping routes to Gulf ports, but alternative routes through Oman are available [5][10] - Saudi Arabia and the UAE have logistics strategies that allow them to bypass the Strait, which may mitigate short-term disruptions to steel orders from China [5] - If the conflict continues, reduced steel exports from Iran could benefit China's steel exports, particularly in semi-finished products like steel billets [10] Group 3: Iron Ore Supply Dynamics - Iran's iron ore exports are expected to have a limited impact on global supply, as China's imports from Iran constitute a small percentage of its total iron ore imports [11] - Despite potential disruptions in Iranian iron ore exports due to the conflict, global supply is supported by high inventories in China and increased production from Australia and Brazil [11]

今年全国两会，全国人大代表、赣锋锂业董事长李良彬提交了《关于加快飞行器动力电池研发及商业化 的建议》。他提出，为保障原材料供给，维持价格平稳，建议支持企业利用期货市场做好供应链保障， 提升相关期货品种的对外开放水平。 目前，低空飞行市场正处于从技术研发迈向产业化的窗口期。机构预测，2035年中国低空经济的市场规 模有望达到3.5万亿元。 "由于飞行器对电池高比能、高功率的要求，其正负极原材料可能涉及镍、钴、锂以及锗等关键矿产资 源。"李良彬认为，碳酸锂期货运行近3年，有效平抑了锂资源的价格波动。他建议，支持企业利用期货 市场，并且提升相关期货品种的对外开放水平。同时，建议建立飞行器专用电池的全生命周期管理体 系，制定相关行业规范，提前布局绿色产业链。 自2023年7月上市以来，广期所的碳酸锂期货已运行两年多。其间，越来越多的锂电企业通过灵活运用 碳酸锂期货与期权，有效对冲价格波动风险。据不完全统计，截至目前，已有71家锂电上市公司发布关 于开展碳酸锂期货套期保值业务的公告，较2023年12月末的23家增长208%。 "在碳酸锂价格下行周期，产业企业普遍通过套期保值锁定生产利润，同时积极采用期货点价模式销 售， ...

Group 1 - The core focus is on boosting the development of the rural electric vehicle (EV) market, promoting battery swapping for EVs, and enhancing the international competitiveness of China's EV exports [1] Group 2 - The disparity between the market share of EVs in rural and urban areas is significant, indicating a vast potential in the rural EV market. Recommendations include improving the rural charging network, enhancing after-sales service, and optimizing financial support to unlock rural EV consumption potential [1] Group 3 - Regarding the development of the battery swapping model, it is highlighted that this model offers efficient energy replenishment. Suggestions include establishing a unified national standard, enhancing operational subsidies, and coordinating the layout of the battery swapping network to support high-quality development of the industry [1] Group 4 - On the topic of EV exports, it is noted that China's automotive export scale remains globally leading and is entering a new phase of high-quality development. Recommendations include establishing a compliance service system for exports, aligning domestic standards with international ones, and fostering collaboration among domestic enterprises to enhance global competitiveness [1]

李良彬表示，持续提升飞行器动力电池性能，对保障低空经济产业链的自主可控与安全稳定有重大的战 略意义。"目前传统电池已难以完全满足未来低空交通商业化、规模化发展的需求，而低空飞行市场正 处于从技术研发迈向产业化的窗口期。" 飞行器动力电池面临多重挑战。李良彬指出，低空经济布局与动力电池二者融合的商业化道路仍存在障 碍；从性能指标来看，电池能量密度需向400—500Wh/kg甚至更高阶演进，电池的环境适应性、稳定性 仍需持续优化；行业标准体系的缺失、产业生态尚未完善的问题也同样显著。 期货日报网讯（记者 肖佳煊）2026年两会期间，低空经济作为全球科技与产业竞争的新赛道，成为代 表委员关注的焦点。据机构预测，2035年中国低空经济市场规模有望达到3.5万亿元。期货日报记者获 悉，第十四届全国人大代表、赣锋锂业董事长李良彬结合市场需求和行业发展痛点，提出《关于加快飞 行器动力电池研发及商业化的建议》。值得关注的是，他在建议中特别强调要利用期货市场做好供应链 保障与资源循环利用布局，为低空经济产业链的自主可控与安全稳定提供支撑。 在供应链与资源利用层面，李良彬建议做好保障与循环利用布局。依托碳酸锂期货平抑价格波动的成 ...

商务部副部长鄢东表示，商务工作是国内大循环的重要组成部分，是联结国内国际双循环的重要枢纽， 在构建新发展格局中发挥着重要的作用。2025年，商务部坚持以"站位高、选题准、督办严、承办实、 沟通勤、调研深、答复全、问效紧"为标准，将高质效办理建议提案作为推动解决群众急难愁盼问题的 重要抓手，用心用情按时办结1020件建议提案，包括584件建议和436件提案。 科学技术部党组成员、秘书长潘晓东表示，近年来，全国人大代表、全国政协委员对科技工作高度关 注，科技部承办的建议提案数量持续保持高位。承办的建议提案主要涉及基础研究、技术攻关、科产融 合、科技人才、科技体制改革、区域科技创新、国际科技合作等方面。他介绍，科技部2025年共承办 901件建议提案，均已按时高质量办结，办理过程中注重沟通交流，广泛凝聚共识，切实将代表委员的 真知灼见转化为推动科技创新发展的政策举措。 "三农"工作一直受到人大代表、政协委员的高度关注。农业农村部国家首席兽医师（官）、计划财务司 司长陶怀颖表示，2025年，农业农村部共办理建议提案1449件，其中建议992件、提案457件。粮食和重 要农产品稳产保供、农业新质生产力、乡村人才振兴战略 ...

Core Viewpoint - The futures market plays an irreplaceable role in serving the real economy and ensuring stable industrial operations, with Shenyin Wanguo Futures' "Shenwan Zhiyuan" brand focusing on empowering entities through professional services and sustainable development [1]. Group 1: Partnership and Development - Since 2018, Shenyin Wanguo Futures has collaborated with a major listed cable company to enhance its risk management system, evolving from a learner of hedging concepts to an expert in risk management [1][9]. - The cable company is a core supplier in China's marine and land cable sector, recognized for its technological innovation and quality management, ranking among the top 10 global submarine cable companies and the top 100 listed companies in China [1]. Group 2: Business Model and Challenges - The company operates on an order-based model, primarily producing offshore cables for wind power, with order cycles ranging from 3 to 6 months, and some extending to 1 year, posing significant challenges in cost control due to raw material price fluctuations [2]. - Despite the willingness to engage in futures hedging, the company faces difficulties due to a lack of professional risk hedging talent, a common issue among large enterprises and listed companies [2]. Group 3: Training and Capacity Building - Shenyin Wanguo Futures designed a four-stage training system tailored to the cable company's operational characteristics, covering different levels and roles within the organization to enhance hedging capabilities [3]. - The first stage focuses on concept dissemination for executives and key department managers, establishing a solid foundation for the company's hedging operations [4]. - The second stage provides practical training on futures operations for mid-level managers, ensuring a comprehensive understanding of the hedging process [5]. - The third stage aims to enhance the professional skills of core personnel in the futures department, creating a proficient team for hedging operations [6]. - The fourth stage involves performance assessment training for senior management, integrating hedging activities into the overall cost assessment framework of the company [7]. Group 4: Comprehensive Service and Results - Shenyin Wanguo Futures offers a full-cycle service that includes training, implementation, review, and optimization of the hedging process, significantly improving the cable company's risk management capabilities [8]. - The collaboration has led to the establishment of a robust hedging and risk control system, effectively mitigating risks from raw material price fluctuations and stabilizing processing profits [8]. Group 5: Commitment to Service and Future Outlook - Shenyin Wanguo Futures remains committed to its mission of risk management and empowering industries, focusing on tailored risk management solutions for various enterprises [10]. - The company plans to deepen the "Shenwan Zhiyuan" brand by developing four key support pillars, including an AI hedging platform and risk management training platform, to further integrate financial tools with industrial practices [10].

Group 1 - The core viewpoint of the news is that the recent visit of German Chancellor Merz to China has led to significant economic discussions and agreements between China and Germany, focusing on cooperation in innovation, green technology, and digital sectors [1][2] - During the visit, over 60 leading companies from both countries participated in discussions, expressing a strong willingness to enhance practical cooperation and achieve mutual benefits [1] - The Chinese government, represented by Vice Premier He Lifeng, received positive feedback from German enterprises regarding China's economic prospects, with a commitment to increase investments in China [1] Group 2 - This year marks the beginning of the "14th Five-Year Plan" in China, emphasizing high-quality development and high-level opening-up, which presents broad opportunities for Sino-German economic cooperation [2] - The Ministry of Commerce plans to work closely with Germany to implement the important consensus reached by the leaders of both countries, enhancing economic policy dialogue and utilizing various cooperation mechanisms [2] - The goal is to expand cooperation areas and promote healthy and stable development of Sino-German economic relations, continuously achieving new results [2]

Core Viewpoint - The People's Bank of China (PBOC) announced a reduction in the foreign exchange risk reserve ratio for forward foreign exchange sales from 20% to 0% effective March 2, 2026, indicating a move to balance supply and demand in the foreign exchange market while supporting enterprises in managing exchange rate risks [1][2]. Group 1 - The reduction in the foreign exchange risk reserve ratio will lower the cost of forward foreign exchange purchases for enterprises, thereby increasing demand for USD in the foreign exchange market and stabilizing exchange rate expectations amid rapid appreciation of the RMB [2]. - The foreign exchange risk reserve ratio is a counter-cyclical macro-prudential management tool established by the PBOC to regulate forward foreign exchange sales by requiring banks to freeze a portion of funds based on the contract amount [1]. - Previously, when the reserve ratio was set at 20%, banks had to freeze $20 for every $100 in forward foreign exchange sales, which increased costs for enterprises. The new policy will eliminate this requirement, reducing costs for forward purchases [1]. Group 2 - The adjustment aims to facilitate enterprises in locking in exchange rates at lower costs, thereby better managing exchange rate risks and serving the real foreign exchange needs of the economy [2]. - The PBOC's decision to lower the reserve ratio is seen as a signal to cool down the market's one-sided bets on RMB appreciation, emphasizing the central bank's goal of maintaining the RMB exchange rate at a reasonable and balanced level [2]. - Given the complex external environment and uncertainties in RMB exchange rate trends, enterprises and financial institutions are advised to avoid blindly following market trends and to adopt a neutral approach to exchange rate risk management [2].