A股晚间热点 | 财政部发文！事关长期资金入市

Group 1 - Wang Yi met with US Secretary of State Rubio to discuss China-US relations and emphasized the need for a pragmatic approach to policy-making [1] - The Chinese side hopes for mutual respect and cooperation to find a new way for China and the US to coexist [1] Group 2 - The Ministry of Finance issued a notice to guide insurance funds for long-term stable investments, establishing a three-year assessment mechanism for state-owned commercial insurance companies [2] - This initiative aims to enhance asset-liability management and investment capabilities, reducing the impact of short-term market fluctuations [2] Group 3 - The Ministry of Industry and Information Technology announced a plan to implement "Artificial Intelligence + Manufacturing" actions, focusing on integrating AI technologies into industrial applications [3] - Guidelines for AI applications in manufacturing will be developed to support enterprises in key scenarios [3] Group 4 - The adjustment of the National Basic Medical Insurance and commercial health insurance drug directories for 2025 has officially started, with a focus on innovative drugs that provide significant clinical value [4] - This initiative aims to enhance the multi-tiered medication security system and meet diverse medication needs [4] Group 5 - The China Securities Association released 28 measures to strengthen self-regulation and promote high-quality development in the securities industry [5][6] - The overall goal is to establish a self-regulatory management system that aligns with the high-quality development of the securities industry [6] Group 6 - The Chinese Foreign Ministry responded to the US request for South Korea to impose restrictions on China, advocating for dialogue and cooperation in trade relations [7] - The Ministry emphasized that any agreements should not harm the interests of third parties [7] Group 7 - The Shanghai and Shenzhen Stock Exchanges issued guidelines for program trading reports for Hong Kong Stock Connect investors, effective from January 12, 2026 [8] - Investors will need to report their trading activities through Hong Kong brokers to the exchanges [8] Group 8 - The Shenzhen Stock Exchange revised the compilation scheme for the ChiNext Composite Index, introducing a monthly removal mechanism for risk-warning stocks [9] - This aims to enhance the index's reliability and reflect market conditions more accurately [9] Group 9 - The US plans to expand a 50% copper tariff to include semi-finished products, which may impact key materials for electric grids and data centers [14] - This move is expected to amplify the market impact of the copper tariffs [14] Group 10 - Guangdong Province launched an AI-assisted imaging system to improve diagnostic quality and efficiency in healthcare [16] - The AI system covers various common examinations and aims to alleviate the workload of medical professionals [16] - The rapid development of the AI healthcare industry in China is noted, with significant advancements in technology and policy support [16]