下周关注丨多个产业大会将召开，这些投资机会最靠谱

Group 1: Economic Data Releases - China will release its trade balance for December 2025 on January 14, with total goods trade value reaching 41.21 trillion yuan, a year-on-year increase of 3.6% for the first 11 months of 2025 [2] - In November 2025, China's goods trade showed a recovery with a total value of 3.9 trillion yuan, growing by 4.1%, including exports of 2.35 trillion yuan (up 5.7%) and imports of 1.55 trillion yuan (up 1.7%) [2] - The U.S. will announce its December 2025 CPI data on January 13, with November 2025 CPI showing a year-on-year increase of 2.7% and core CPI at 2.6% [4] Group 2: Financial Environment - November 2025 financial data in China indicated that M2 and social financing growth rates remained high, supporting a favorable monetary environment for economic recovery [3] - It is expected that China's monetary policy will continue to maintain a moderately loose stance in 2026, complemented by fiscal policy efforts [3] Group 3: Industry Conferences - The second China eVTOL Innovation Development Conference is scheduled for January 15-16, 2026, in Shanghai, focusing on "Innovation Leading, Smartly Opening the New Business Era of eVTOL" [5] - The fifth AIGC China Developer Conference will be held on January 17, 2026, in Beijing, themed "Ecology, Support, Domestic, Trend" [5] - The fourth China Petroleum and Chemical Industry Digital Transformation and Intelligent Development Conference will take place from January 13-15, 2026, in Beijing [5] Group 4: Stock Market Developments - Over 480 billion yuan in market value of restricted stocks will be unlocked in the A-share market from January 12-16, 2026, with 23 stocks facing unlocks [6] - Among these, Zhongke Lanyun has a restricted stock unlock value exceeding 10 billion yuan [6]