国内宏观和产业政策周观察（1222-1228）：住建会议定调2026房地产

Group 1: Macro and Industry Policy Tracking - The report highlights a focus on multi-field collaborative advancement in industry policies, including the cultivation of emerging industries such as integrated circuits and low-altitude economy, as well as strengthening 6G research [1][10] - The housing and urban-rural construction meeting emphasizes stabilizing the real estate market and developing a new model characterized by the sale of existing homes, with a focus on policies tailored to individual cities [1][12] - The transportation department predicts that yacht and cruise consumption will evolve towards mass-market and large-scale development, indicating a shift in consumer behavior [1][13] Group 2: Financial Regulations - The financial regulatory authority has standardized the information disclosure of asset management products to protect investor rights, ensuring transparency and accountability in financial products [1][16] Group 3: Energy and Technology Developments - The energy sector is promoting the large-scale development of solar thermal power and has introduced the world's first mandatory standard for electric vehicle energy consumption, which will enhance vehicle performance and consumer experience [1][18] - A significant technological breakthrough was achieved in the field of superconducting magnetic levitation, with a test speed of 700 km/h, marking a milestone in China's technological advancement [1][19] Group 4: Stock Market Performance - The A-share market showed mixed performance, with the top five sectors by growth being industrial trade and comprehensive (+7.34%), non-ferrous metals (+6.55%), chemicals (+5.86%), national defense and military industry (+5.81%), and hardware equipment (+4.99%) [1][22] Group 5: Popular Concepts Tracking - The report identifies the top five popular concepts this week, with lithium battery electrolyte (+17.80%), Hainan Free Trade Port (+10.98%), 6G (+9.40%), RF and antennas (+9.27%), and power batteries (+8.78%) showing significant growth [2][25]