博时市场点评12月23日：两市震荡微涨，电力设备领涨

Group 1 - The core theme of the recent State Council meeting is high-quality development, shifting the driving force from factor input to technological innovation, with a focus on both long-term goals and immediate investment to expand domestic demand and stabilize expectations [1][2][7] - The meeting emphasizes the need for major projects that can drive overall development, aiming to cultivate new momentum and competitiveness while supporting current economic stability [2][8] - The fiscal policy for next year is expected to be similar in strength to this year, with external demand showing resilience and domestic consumption policies continuing to support service consumption [1][2][7] Group 2 - The real estate policy for 2026 is shifting from merely "risk control" to a multi-faceted approach of "controlling increment, reducing inventory, and optimizing supply," which is expected to alleviate industry downward pressure and create structural opportunities in related sectors [3][9] - The National Development and Reform Commission and the National Energy Administration have set a target for solar thermal power generation to reach 15 million kilowatts by 2030, with costs comparable to coal power, emphasizing technological independence and market-oriented development [3][9] - The A-share market saw an increase in major indices, with the Shanghai Composite Index closing at 3919.98 points, up 0.07%, and the Shenzhen Component Index at 13368.99 points, up 0.27%, indicating a positive market sentiment [4][10]