Group 1: Fiscal Policy and Economic Support - The Ministry of Finance will continue to implement a more proactive fiscal policy in 2026, expanding the fiscal expenditure framework to ensure necessary spending levels [1] - There will be an increase in fiscal technology investment to support the deep integration of technological and industrial innovation, aiming to foster new growth drivers [2] - The government will continue to arrange funds to support the replacement of consumer goods, adjusting and optimizing subsidy ranges and standards to boost consumption [7] Group 2: Market Trends and Investment Opportunities - The silver economy market in China is projected to exceed 20 trillion yuan by 2030, driven by the aging population and increasing consumption among the elderly [3] - In 2025, the A-share market saw 528 stocks doubling in value, with a significant focus on AI and merger and acquisition themes [5] - The number of private equity securities investment funds registered this year has surpassed 12,000, marking a nearly 100% increase compared to the previous year, with stock strategies dominating the market [6] Group 3: Technological Advancements - The completion and delivery of the correction field coil procurement package for the International Thermonuclear Experimental Reactor (ITER) project marks a significant milestone in fusion energy research [4] - The People's Bank of China emphasizes the importance of advancing artificial intelligence applications in finance, aiming for a safe and orderly integration into the financial sector [10] Group 4: Corporate Strategies - Kweichow Moutai plans to reduce the supply of high-value products in 2026 and will no longer use a distribution model, aiming to stabilize product prices and increase the market share of its regular products [11]
影响市场重大事件：财政部2026年继续实施更加积极的财政政策 扩大财政支出盘子
Mei Ri Jing Ji Xin Wen·2025-12-28 22:30