六千亿龙头，拟分红超51亿元！

Group 1: Government Policies - The first batch of 625 billion yuan special long-term bonds for 2026 has been allocated in advance to support the consumption upgrade program for old goods [2][3] - The Ministry of Finance and the State Taxation Administration announced a new policy on personal housing sales tax, effective from January 1, 2026, where sales of homes purchased within two years will incur a 3% tax, while those over two years will be exempt [2][3] Group 2: Company Announcements - Changjiang Electric Power announced a cash dividend of 2.1 yuan per 10 shares, totaling approximately 5.138 billion yuan [5][6] - Dongjie Intelligent decided to terminate its major asset restructuring plan to acquire a controlling stake in Aobo (Beijing) Intelligent Technology, with no adverse impact on its operations [5][6] - Mingde Biological signed an agreement to acquire 100% of Wuhan Bikaier Rescue Supplies Co., which will become a wholly-owned subsidiary, enhancing its emergency medical services [5][6] - Salt Lake Co. plans to acquire a 51% stake in Wukuang Salt Lake Co. for 4.605 billion yuan, which will become a subsidiary upon completion [5][6] - Guotou Zhonglu intends to purchase 100% of China Electronic Engineering Design Institute for 6.026 billion yuan, expanding its business into the electronic information sector [5][6] Group 3: Industry Developments - The Ministry of Industry and Information Technology, along with other departments, released a digital transformation plan for the automotive industry, aiming for significant improvements in manufacturing efficiency by 2027 and achieving a high level of digital development by 2030 [14][15] - The semiconductor industry is expected to see increased demand for silicon wafers due to capacity expansion in wafer fabs, with a positive outlook for domestic silicon wafer companies [21] - The wind power sector is projected to experience optimistic demand growth in 2026, driven by rising prices for onshore wind turbines and accelerated industry exports [21]