工业智能化进入新时期，西半球地缘博弈加剧

Domestic Developments - The People's Bank of China (PBOC) maintains a "moderately loose" monetary policy for 2026, focusing on precision and coordination to support economic growth and structural transformation[10] - The Ministry of Industry and Information Technology (MIIT) has launched an action plan for the integration of industrial internet and artificial intelligence, marking a new phase in industrial intelligence development[12] - A green consumption promotion plan was issued, aiming to stimulate domestic demand and support the transition to a circular economy[9] International Developments - The U.S. ISM Manufacturing PMI fell to 47.9 in December, marking the largest contraction since 2024, with inventory reduction being a major drag[18] - The Eurozone's harmonized CPI fell to 2% in December, indicating a return to target levels, while core inflation remains resilient[20] - The U.S. has initiated a global sale of Venezuelan oil, which may disrupt global energy trade and escalate geopolitical tensions[22] Market Trends - Brent crude oil prices increased by 0.94% week-on-week, while iron ore and copper prices rose by 1.88% and 3.60%, respectively[24] - Domestic real estate sales saw a significant decline of 62% week-on-week, indicating ongoing challenges in the sector[24] - The DXI index for storage DRAM prices rose by 7.45% week-on-week, reflecting positive trends in emerging industries[33]