一批新规明年1月将落地，这些和A股有关

Group 1 - The "Fujian Province Promotion of Cross-Strait Standard Commonality Regulations" is the first local regulation in mainland China aimed at promoting standard commonality across the Taiwan Strait, effective from January 1, 2026. It establishes mechanisms for adopting advanced standards from Taiwan in Fujian and vice versa, and encourages collaboration between Xiamen and Kinmen, Fuzhou and Matsu [1] - The "Fujian Province Private Economy Promotion Regulations" will also take effect on January 1, 2026, encouraging cooperation between private economic organizations in Fujian and Taiwan to promote economic integration [1] - CICC believes that the concept of cross-strait integration is based on solid policy foundations and industrial logic, suggesting a strategic layout along the path of "infrastructure first - industry follows - financial empowerment - consumption upgrade" [1] Group 2 - The revised "Cybersecurity Law" will be implemented on January 1, 2026, marking the first major adjustment since its enactment in 2017. It focuses on strengthening legal responsibilities, addressing AI governance needs, and enhancing protection for critical information infrastructure [2] - The revised law supports research in AI foundational theories and key technologies, promotes infrastructure for training data resources and computing power, and aims to enhance ethical standards and risk monitoring in AI applications [2] Group 3 - The mandatory national standard "Technical Requirements and Testing Methods for Passenger Car Brake Systems" (GB 21670-2025) will be implemented on January 1, 2026. It introduces new requirements for electric transmission brake systems and emergency brake signals, among other modifications [2] - The introduction of EMB (Electric Brake by Wire) technology is expected to significantly enhance active safety capabilities and align with the trends in intelligent driving, with production breakthroughs anticipated by 2025 and a market size projected to reach 11.98 billion by 2030 [3] Group 4 - The "Guizhou Province Big Data Development and Application Promotion Regulations" will take effect on January 1, 2026, aimed at deepening big data applications and promoting the development of the digital economy [4] - The domestic data factor market is expected to grow at a compound annual growth rate of approximately 20.26%, surpassing 300 billion by 2028, driven by regional policies that enhance the flow and value extraction of data resources [4] Group 5 - The revised "Implementation Measures for the Sale of Civil Explosives" will be effective from January 1, 2026, focusing on improving the regulatory framework, licensing procedures, and supervision mechanisms [5] - The civil explosives industry is experiencing significant supply-side optimization and increased concentration, with steady demand from mining and infrastructure sectors, particularly in resource-rich regions like Xinjiang and Tibet [5] Group 6 - The "Regulations on the Inspection and Export Certification Management of Pharmaceutical Production Enterprises" will be implemented on January 1, 2026, providing various conveniences for drug exports [6] - The innovative drug sector and related industries are currently experiencing high levels of market performance, supported by frequent overseas BD transactions and a recovery in global biopharmaceutical financing [6]