早新闻 | 周末利好！央行：提高中长期资金A股投资规模

Macro Highlights - The 14th National People's Congress will convene on March 5, 2026, in Beijing, with the Chinese People's Political Consultative Conference scheduled for March 4, 2026 [1] - The Ministry of Finance emphasizes the need to boost domestic demand and support key areas such as new productive forces and comprehensive human development in 2026 [1] - The Minister of Finance, Lan Fo'an, announced continued financial support for consumer goods replacement programs in 2026 [1] Industry News - The National Development and Reform Commission held a meeting with private enterprises to gather opinions on economic work for the upcoming year, involving sectors like home appliances, automotive parts, and biomedicine [2] - The People's Bank of China revised the rules for the Cross-Border Interbank Payment System (CIPS) to enhance management and facilitate the development of cross-border RMB business [3] - The China Financial Stability Report (2025) indicates a focus on increasing the scale and proportion of long-term funds invested in A-shares to support stable economic growth [4] - The National Financial Regulatory Administration issued a plan for the high-quality development of digital finance in the banking and insurance sectors over the next five years [5] Company News - Heng Rui Medicine licensed the SHR6508 project to Hansoh Pharmaceutical, potentially earning up to 190 million yuan in regulatory and commercial milestone payments [12] - Aerospace Development's subsidiary focuses on commercial low-orbit satellite operations, with its revenue contribution being less than 1% of the total [13] - Guizhou Moutai plans to reduce the release of high-value-added products in 2026 and will discontinue the use of distribution methods [14] - Contemporary Amperex Technology Co. Ltd. will scale up the application of sodium batteries in various sectors next year [14] - Tongye Technology intends to acquire a 91.69% stake in Siling Semiconductor for 561 million yuan [14] - Wangfujing has won a bid for a duty-free project at Beijing Capital International Airport, with a guaranteed operating fee of 113 million yuan for the first year [14]