上证早知道|重要发布会 今日举行;3D打印牛股 被证监会立案调查
Shang Hai Zheng Quan Bao·2026-01-04 23:01

Group 1 - The State Council issued the "Solid Waste Comprehensive Management Action Plan," aiming for significant results in solid waste management by 2030, including a comprehensive utilization of 4.5 billion tons of major solid waste annually and 510 million tons of major recycled resources [3] - The People's Bank of China released the "Non-Bank Payment Institutions Classification Rating Management Measures," which includes seven modules for classification rating, such as corporate governance and user rights protection [3] - The Ministry of Housing and Urban-Rural Development published opinions on improving housing quality, targeting significant advancements in housing standards and construction by 2030 [3] Group 2 - The Chinese Academy of Sciences announced a breakthrough in nuclear fusion research with the EAST device, confirming the existence of a density-free zone in tokamaks, which is crucial for high-density operation [4] Group 3 - UBS Wealth Management stated that advanced manufacturing and technological self-reliance will become new growth engines for the Chinese stock market in 2026, driven by increased R&D investment in the tech sector [6] - Citic Securities reported a positive outlook for the Chinese stock market in 2026, particularly in the technology sector, with expectations of a new systematic market trend [5] - Fidelity International highlighted the strong attractiveness of the Chinese market in 2026, driven by continuous policy support and rapid advancements in local enterprises [5] Group 4 - The Shanghai government aims to develop a low-altitude economy, targeting an industry scale of approximately 80 billion yuan by 2028, establishing a complete industrial chain for new low-altitude aircraft [8] - The report indicated that around 30 provinces have included "low-altitude economy" in their 14th Five-Year Plan, with various regions proposing to develop low-altitude applications [8] Group 5 - Hainan's duty-free sales saw significant growth during the New Year holiday, with sales reaching 712 million yuan, a 128.9% increase year-on-year, following the expansion of the zero-tariff policy [10] - China Duty Free Group is identified as a leading player in the domestic duty-free industry, while Caesar Travel is expanding its duty-free business through partnerships [11] Group 6 - Plentiful orders have been reported by Huazhong Microelectronics, with full operation of its production lines and plans for further investment to increase capacity [18] - The company has achieved significant growth in its third-generation semiconductor business, surpassing 100 million yuan in scale [18]