事关固体废物综合治理，国务院重磅发文。 1月4日，据中国政府网消息，国务院日前印发《固体废物综合治理行动计划》（以下简称《行动计划》），旨在加强固体废 物综合治理，推进美丽中国建设，加快经济社会发展全面绿色转型。《行动计划》明确了到2030年的主要目标，并部署了推 动源头管控和减量、规范收集转运和贮存、提升资源化利用水平、增加无害化治理能力、实施重点领域专项整治等十方面主 要任务。 这是我国首个系统部署固体废物综合治理的政策文件。《行动计划》遵循减量化、资源化、无害化原则，旨在构建覆盖源头 减量、过程管控、末端利用和全链条无害化管理的治理体系，标志着我国固体废物治理迈入系统治理、全面推进的新阶段， 对推动绿色转型和高质量发展具有重要意义。 国务院重磅发布 1月4日消息，国务院近日印发《固体废物综合治理行动计划》，其中明确，到2030年，重点领域固体废物专项整治取得明显 成效，固体废物历史堆存量得到有效管控，非法倾倒处置高发态势得到遏制，大宗固体废弃物年综合利用量达到45亿吨，主 要再生资源年循环利用量达到5.1亿吨，固体废物综合治理能力和水平显著提升。 在推动源头管控和减量方面，《行动计划》提出，加强工业固体 ...

Core Viewpoint - The A-share market is expected to enter a new phase in 2026, with strong bullish sentiment and potential for high-growth sectors to continue performing well, driven by policy support and structural changes in the economy [2][4]. Market Sentiment - During the New Year holiday, the Hang Seng Tech Index rose by 4%, and the Nasdaq China Tech Index increased by 4.81%, indicating a strong bullish sentiment in the market [2][4]. - In 2025, 90 funds saw their annual returns double, with the top-performing fund achieving a 233.29% increase in net value [3]. Sector Performance - High-performing sectors in 2025 included computing power, humanoid robots, innovative pharmaceuticals, non-ferrous metals, and new consumption, which contributed to significant returns for funds focused on these areas [3][6]. - The market is expected to shift from valuation-driven growth to a healthier model driven by fundamentals and structural reforms, with a focus on long-term growth sectors such as new energy and innovative pharmaceuticals [6]. Economic Outlook - The economic growth engine is transitioning from monetary easing to credit expansion, with credit resources expected to flow more precisely into new productive sectors, aiding the recovery of the real economy [5]. - A significant increase in credit issuance is anticipated in January, potentially reaching 3-4 trillion yuan, which could benefit both the A-share and Hong Kong markets [5]. Investment Opportunities - There is a focus on sectors with long-term growth potential, including technology and consumption, with an emphasis on companies that are expanding globally [6]. - The investment community is particularly interested in themes such as commercial aerospace and low-altitude economy, which are expected to gain traction in 2026 [6]. Risks and Concerns - Fund managers express concerns about the potential negative impacts of a real estate downturn, uncertainties in US-China trade relations, and the risk of over-investment in certain AI sectors [7]. - Close attention is required regarding changes in capital expenditure in the AI sector, as any weakening could significantly alter investment logic [7].

Core Viewpoint - The article highlights the positive rebound of Chinese concept stocks in the US market during the New Year period, driven by signs of domestic consumption recovery and optimism about China's consumer market in 2026 [1][3][6]. Group 1: Market Performance - Public QDII funds heavily invested in Chinese concept stocks saw a significant rebound, with the Nasdaq Golden Dragon China Index rising by 4.36% on the first trading day of 2026 [3]. - Individual stocks such as Baidu surged over 15%, while other notable gains included 9.8% for Global Data, 5% for Manbang, 6% for iQIYI, and 2% for Pinduoduo, indicating strong performance across the board for internet and consumer leaders [3]. - The rebound reflects a shift in market sentiment towards consumer stocks, as previously favored tech stocks experienced adjustments during the holiday period [3]. Group 2: Investment Outlook - As the investment horizon shifts to 2026, leading stocks like Alibaba, Bilibili, and NetEase are showing strong upward momentum, suggesting global capital's optimistic outlook on China's consumption recovery [2][6]. - Fund managers are increasingly focusing on structural opportunities within the consumer sector, with many conducting research on companies that are adapting to new consumption trends [5]. Group 3: Policy and Economic Drivers - Multiple fund companies anticipate that government policies aimed at boosting consumption will play a crucial role in 2026, with expectations for increased fiscal spending and support for service consumption [6][7]. - The article notes that the "reward economy," "first release economy," and "silver economy" are emerging consumption trends that could catalyze growth and value re-evaluation for related companies [7]. Group 4: Performance of Consumer Funds - Consumer-focused funds have demonstrated strong performance, with the Southern Hong Kong Growth Flexible Fund achieving approximately 48% returns over the past year and 87% over two years, outperforming many volatile tech-focused funds [5]. - The article emphasizes the long-term attractiveness of the consumer sector, as evidenced by the performance of funds that prioritize quality and strategic stock selection [5].

A股并购重组市场持续活跃。 今日（1月4日），延江股份（300658）公告称，公司拟以发行股份及支付现金的方式购买宁波甬强科技有限公 司（以下简称"甬强科技"）控制权，预计本次交易可能构成重大资产重组，公司股票自2026年1月5日（明日） 开市起停牌。 有机构分析指出，在政策的支持下，并购重组成为贯穿2025年全年的投资主线。据统计数据，A股上市公司 2025年年内披露重大资产重组超200单，是2024年的1.4倍，其中"硬科技"领域成为并购市场的焦点。可以预见 的是，在系列政策"组合拳"支持下，2026年A股并购重组市场或将步入提质增效的新阶段。 重大资产重组 1月4日，延江股份发布公告称，公司正在筹划发行股份及支付现金购买甬强科技控制权，并募集配套资金，预 计本次交易可能构成《上市公司重大资产重组管理办法》规定的重大资产重组。 延江股份在公告中表示，为维护投资者利益，避免对公司证券交易造成重大影响，经申请，公司股票自2026年 1月5日开市起停牌。 股价持续飙涨 值得一提的是，在披露上述重大资产重组事项前，延江股份的股价持续飙涨，截至2025年12月31日收盘，其股 价大涨11.68%，报14.82元/股 ...

Group 1 - The core viewpoint is that the market is expected to experience a震荡向上 (upward fluctuation) at the beginning of the year, driven by a combination of structural bull market factors and improved investor sentiment [2][4][5] - The anticipated balance between external and internal demand will be a significant factor in 2026, with policies aimed at boosting domestic demand becoming increasingly important [2][3] - The spring market is likely to continue its upward trend, supported by improving economic data, ample liquidity, and positive policy signals [4][8] Group 2 - The A-share market is expected to see a "开门红" (opening red) at the start of the year, with significant inflows of institutional funds and a favorable liquidity environment [6][10] - The 2026 bull market is characterized by a combination of basic cyclical improvements, new technological trends, and increased asset allocation towards equities [5][8] - Investment strategies should focus on sectors benefiting from new growth themes, such as AI, renewable energy, and industrial automation, while also considering cyclical recovery opportunities [9][11]

1月4日，有媒体发布宇树科技上市相关报道， 称宇树科技A股上市的绿色通道被叫停，但上市并未叫停。该 报道被众多媒体、网络平台及自媒体大规模转载。 1月4日晚间，针对宇树科技上市相关报道，宇树科技对证券时报记者回应称，该报道涉及宇树科技上市 工作相关动态情况的内容与事实情况不符，宇树科技未涉及申请"绿色通道"相关事宜。 宇树科技表示，相关报道误导公众认知，已严重侵害宇树科技合法权益。宇树科技已向主管部门反映， 同时督促相关方撤回不实报道。宇树科技在此严正声明，后续将保留通过法律手段追责的权利。 随后在2025年11月中旬，宇树科技完成IPO辅导工作。中国证监会官网显示，宇树科技拟申请在境内IPO，中 信证券为辅导机构，这也标志着具身智能领域的重要参与者即将迈入资本市场。 目前，部分A股与港股上市公司均已与宇树科技建立稳定的合作关系，且直接或间接持有宇树科技股权。据不 完全统计，长盈精密、拓邦股份、金发科技、卧龙电驱、中科创达、全志科技等十余家A股公司持有宇树科技 股权。 除了在资本市场持续推进，宇树科技在业务层面也动作频频。 在2025年12月31日，宇树科技在北京京东MALL开设全国首家线下店，用户可在店内体 ...

+86-10-12308 +86-10-65612308 外交部和中国驻马里使馆提醒中国公民近期暂勿前往马里 近期，马里安全形势复杂严峻，针对外国企业和人员袭击、绑架事件频发，马里部分大区采取宵禁措施， 全境安全风险高企。 外交部和中国驻马里使馆提醒中国公民近期暂勿前往马里，已在当地中国公民和机构请尽快撤离或转移至 巴马科、焦伊拉、库提亚拉、桑等相对安全区域，密切关注局势发展，保持高度警惕，加强安全防范和应 急准备，确保人身安全。如遇紧急情况，请及时报警并与使馆联系寻求协助。执意前往或驻留人员将面临 极高人身安全风险，并影响获得协助的时效。 联系方式 马里报警电话：17、80333、80001115、60603572 外交部全球领事保护与服务应急热线（24小时）： 2026年新年献词｜顺流逆流，守护我们内心的罗盘！ 驻马里使馆领事保护与协助电话： +223-78110040 来源：央视新闻 百万用户都在看 特朗普发声：将深度介入委内瑞拉石油产业！马杜罗在纽约被起诉，被控罪名公布！俄罗斯，要求美 国立即澄清 美国突发！100多个城市，爆发示威！马斯克宣布：免费一个月 全球"黑天鹅"！证监会最新发布！中国资产大爆 ...

低空经济领域，又迎政策支持！ 1月4日，上海市经信委等部门印发《上海市关于链接长三角加快建设低空经济先进制造业集群的若干措施》。 其中提到，到2028年，上海低空经济核心产业规模达到800亿元左右，形成低空新型航空器完整产业链体系， 建设低空经济国家先进制造业集群。 文件还提到，支持新型航空器适航取证，编制发布低空基础设施建设方案。对eVTOL、吨级工业级无人机等 技术创新度高、产业化贡献突出的整机生产制造项目，给予最高不超过1亿元支持。 值得关注的是，在A股市场上，低空经济概念股近期反复活跃，通达信低空经济指数创出历史新高，中国卫 星、广联航空、航天发展持续大涨。接下来，这个板块又会如何演绎？ 来看详细报道！ 事关低空经济！上海重磅发布 1月4日，据上海市人民政府网站消息，为安全有序推进低空经济产业高质量发展，培育壮大新兴产业，链接长 三角建设低空经济先进制造业集群，上海市经济信息化委、虹桥国际中央商务区管委会、浦东新区政府、长宁 区政府、闵行区政府、金山区政府联合制定了《上海市关于链接长三角加快建设低空经济先进制造业集群的若 干措施》（以下简称"若干措施"）。 其中提出，到2028年，上海低空经济核心产业 ...

美国突发！100多个城市，爆发示威！马斯克宣布：免费一个月 全球"黑天鹅"！证监会最新发布！中国资产大爆发！影响一周市场的十大消息 今天（4日），教育部官网发布关于拟同意设置本科高等学校的公示： 根据《中华人民共和国高等教育法》《普通高等学校设置暂行条例》《普通本科学校设置暂行规定》《本 科层次职业学校设置标准（试行）》等有关规定，经教育部党组会议审议，拟同意设置天津职业大学等 15所学校，现予公示。拟同意设置本科高等学校名单： | 序号 | 设置事项 | 所在 | 办学 | | --- | --- | --- | --- | | | | 省份 | 性质 | | 1 | 设立天津职业大学 | 天津 | 公办 | | 2 | 设立南昌科技职业大学 | 江西 | 民办 | | 3 | 设立滨州职业技术大学 | 山东 | 公办 | | 4 | 设立日照职业技术大学 | 山东 | 公办 | | 5 | 设立河南工业职业技术大学 | 河南 | 公办 | | 6 | 设立贵州工商职业大学 | 贵州 | 民办 | | 7 | 设立昆明冶金职业大学 | 云南 | 公办 | | 8 | 设立河南信息科技学院 | 河南 | 公办 ...

Core Viewpoint - The implementation of new housing policies in Beijing has led to a significant increase in both viewing and transaction volumes, with new home daily transactions rising more than those of second-hand homes [1][2]. Group 1: Market Response to New Policies - Market confidence and demand have strengthened, indicating positive signs of stabilization in the market, with expectations for high transaction volumes in the first quarter of the year [2]. - The new policies, effective from December 24, 2025, have optimized purchase conditions by reducing the social security and tax duration requirements for non-residents, allowing multi-child families to purchase additional properties, and lowering down payment ratios for second homes [2][3]. - Following the new policy, the average daily signing of new homes increased by 44.6% to 133 units, while second-hand homes saw a 37% increase to 702 units [3]. Group 2: Market Dynamics and Trends - The first weekend after the new policy saw a 30% to 40% increase in viewing volumes, particularly for popular projects, indicating a rebound in market activity [4]. - The increase in new home transactions is primarily driven by improvement-oriented families, who prioritize quality and location, leading to a more significant rise in new home sales compared to second-hand homes [4][5]. - The market is expected to maintain high transaction levels in early 2026, with ongoing demand from both first-time buyers and those seeking improved living conditions [5].