宏信证券：每日信息速递-20250110

Key Points - The People's Bank of China is optimizing financial services to support private enterprises in equipment upgrades, including enhancing financing channels and increasing transparency in project selection [3][4][5] - The central government has allocated 81 billion yuan for the 2025 consumption upgrade program, aimed at promoting the replacement of old consumer goods [5][6] - The market regulatory authority is accelerating the development of important standards related to the "two new" policies, with 168 national standards published by the end of 2024 [6][7] - The expected cross-regional population flow during the 2025 Spring Festival is projected to reach 9 billion, with significant increases in railway and civil aviation passenger volumes [7][8] - The express delivery industry in China saw a volume of 1.745 billion packages in 2024, with a revenue of 1.4 trillion yuan, marking a year-on-year growth of 21% and 13% respectively [21][22] - The micro-short drama industry has nearly 600 million users, with over 84,900 related enterprises, indicating rapid growth and increasing competition in the sector [22][23] - The number of registered psychological counseling enterprises reached 124,200 in 2024, reflecting a growing awareness of mental health issues [24][25] - The cross-border e-commerce export volume from Shanghai increased by 12.4% in 2024, supported by new policies and improved logistics channels [26][27] - Several companies have announced significant contracts and projects, including Tianyuan Environmental Protection with a 647 million yuan service contract and Hongrun Construction winning a 364 million yuan bid for a rail transit project [28][29][31]