A股重要调整，下周一生效

Economic Policy and Investment - The National Development and Reform Commission (NDRC) emphasizes multiple measures to stabilize investment and optimize the implementation of the old-for-new consumption policy [1][2] - The NDRC plans to increase central budget investment and enhance the effectiveness of new policy financial tools [2][3] - The focus will be on fostering emerging industries and future industries, particularly through the "Artificial Intelligence +" initiative [2][3] Healthcare Sector - The National Healthcare Security Administration aims to support the development of commercial health insurance and improve the multi-tiered medical security system [5][6] - There is a push to enhance prenatal examination medical expense coverage, striving for "no out-of-pocket" costs for childbirth within policy scope [5][6] - The administration plans to promote the inclusion of suitable delivery pain relief projects in the fund payment scope [6][7] Battery Industry - The Minister of Industry and Information Technology highlights the rapid growth of China's power and energy storage battery industry, which has gained global competitive advantages [3][4] - The industry faces challenges such as irrational competition, necessitating targeted policy measures and enhanced capacity monitoring [3][4] - There is a call for improved production consistency and quality supervision, alongside efforts to combat intellectual property violations [3][4] Film Industry - As of December 13, 2025, China's total box office reached 50 billion yuan, with domestic films accounting for 81.90% of the total [6] - The top five films of the year include "Ne Zha" and "Detective Chinatown 3," showcasing strong domestic film performance [6] Automotive Industry - Great Wall Motors and Chery Automobile express commitment to compliance with the "Automotive Industry Pricing Behavior Compliance Guidelines," promoting healthy competition [15][16] - Both companies emphasize long-termism and integrity in their operations, aiming to eliminate price wars and ensure fair market practices [15][16] Robotics and AI - Yushu Technology launches a humanoid robot "App Store," allowing users to share and download various action models for their robots [17] - The platform aims to foster global collaboration among developers and users in the robotics field [17] Investment Themes - CITIC Securities reports a shift in market sentiment towards short-term trading, with accelerated thematic rotation [18] - Key themes to watch include domestic GPU companies, controlled nuclear fusion, AI applications, and commercial aerospace [18]