新华财经北京12月31日电四大证券报内容精华摘要如下： 中国证券报 ·2026年"两新"政策优化支持范围 国家发展改革委12月30日消息，国家发展改革委、财政部印发《关于2026年实施大规模设备更新和消费 品以旧换新政策的通知》，明确2026年"两新"政策的支持范围、补贴标准和工作要求。2026年"两新"政 策主要有三方面优化。具体包括：优化支持范围。设备更新方面，总体延续2025年支持范围，在民生领 域增加老旧小区加装电梯、养老机构设备更新，在安全领域增加消防救援、检验检测设备更新，在消费 基础设施领域增加商业综合体、购物中心、百货店、大型超市等线下消费商业设施的设备更新。消费品 以旧换新方面，进一步集中资源，着力提升覆盖人群广、带动效应强的重点消费品"得补率"。继续实施 汽车报废更新和汽车置换更新补贴；继续实施家电以旧换新补贴，支持范围聚焦冰箱、洗衣机、电视、 空调、电脑、热水器等6类产品；同时，将数码产品购新补贴拓展为数码和智能产品购新补贴，支持范 围包括手机、平板、智能手表（手环）、智能眼镜和智能家居产品（含适老化家居产品）。 ·券商2025年调研路线图揭晓三大板块最受青睐 随着A股2025年交易收官 ...

Group 1 - In 2025, the global economic landscape is entering a new phase characterized by increased trade protectionism and a focus on domestic economic policies, leading to heightened global trade tensions and the reshoring of key industries [2][4] - The First Financial Research Institute is launching a new round of research on corporate globalization, analyzing the dynamic trends of Chinese enterprises in the context of changing global trade policies and regulations [3][4] - The report aims to document the experiences of enterprises navigating the challenges of de-globalization and provide references for policy optimization and global expansion [3][4] Group 2 - Chinese enterprises are entering a "new normal" in globalization, facing headwinds from rising anti-globalization sentiments and geopolitical tensions, which are prompting a shift in focus towards supply chain security and local production [5][6] - The UNCTAD reports that by the end of 2024, 46 countries have established foreign direct investment review mechanisms, reflecting a significant increase in scrutiny of foreign investments [6] - The global investment outlook for 2025 has been downgraded, with expectations of negative growth in foreign direct investment due to various economic uncertainties [7] Group 3 - Despite external uncertainties, Chinese enterprises are demonstrating resilience in globalization, with stable growth in foreign trade and overseas revenue [9][11] - In the first half of 2025, China's total import and export volume reached 21.8 trillion yuan, with exports growing by 7.2% year-on-year, showcasing strong trade performance [9][10] - Emerging industries such as new energy and industrial robotics are driving export growth, with significant increases in the export of lithium batteries and wind turbines [10][11] Group 4 - Chinese enterprises are increasingly focusing on localizing their overseas operations and enhancing compliance to manage risks effectively [12] - In the first five months of 2025, China's non-financial direct investment abroad reached $61.6 billion, with a notable increase in investments in Belt and Road Initiative countries [12] - The First Financial Research Institute's Globalization Index for Chinese enterprises is projected to grow by 6.1% in 2025, indicating a positive trend in globalization efforts [12][15] Group 5 - The manufacturing sector remains a cornerstone of Chinese enterprise globalization, with overseas revenue from manufacturing companies exceeding 9 trillion yuan in 2024, marking a 75.6% increase since 2020 [47] - The automotive manufacturing industry has seen the fastest growth in overseas revenue, with a 165.7% increase from 2020 to 2024, driven by the rise of the new energy vehicle sector [48] - Companies like BYD are expanding their global footprint by establishing or expanding factories in various countries, enhancing local service capabilities and reducing operational risks [48]

作为校庆活动的重要组成部分，第四届广西数字经济发展论坛同期举行。论坛期间，学校与越南河内工 业大学签署共建中国—东盟数字经济跨境合作研究院协议，与广西桂物智慧科技有限公司达成共建供应 链金融产业学院合作，展现了学校深化产教融合、拓展国际合作的坚定步伐。 （高锦奎 黄鼎芹） 本报讯 12月27日，南宁学院迎来建校四十周年。学校以"四秩芳华 自强卓越"为主题，举办庆祝大 会、学术论坛、火炬传递、文艺晚会等系列活动，全面呈现学校四十年来取得的成就。 庆祝大会上播放了校庆专题片，生动再现了学校自1985年创办以来，从租借校舍办学到建成千亩现代化 校园、从专科层次到应用型本科高校的跨越式发展历程。40年来，学校累计为社会培养输送了7.9万余 名高素质应用型人才。 2024年6月，南宁学院牵头，联合国内9所高校共同发起成立应用型高校"不孤"联盟，还与6所东盟国家 高校成立南宁学院—东盟高校"有邻"联盟。在校庆活动上，各联盟代表及华为技术有限公司等合作企业 代表对学校的办学成果给予高度评价。 ...

▲《创新突破，携手伙伴，助力铁路数智化转型》主题分享 会议期间，华为轨道智慧化军团总裁左萌做《创新突破，携手伙伴，助力铁路数智化转型》主题分享。他提到，华为 通过融合ICT技术与铁路行业深度结合，与合作伙伴共同努力，始终围绕行业场景的核心诉求，持续深化数智化转型 路径，推动铁路数智化转型，提升安全可靠性、运营/运维效率、客运提质/货运增量提效、并通过产业协同和区域协 同助力业主多元化发展，实现从传统铁路到智慧铁路的跨越。 未来，双方将凭借自身数字化转型积累的经验，通过先进的数字技术，提升铁路系统的整体效能和服务质量。双方还 将加强多维度、多层次的人才培养合作，构建核心的数字化创新力和竞争力，为山东铁投集团的持续增长蓄力新动 能。 ▲签署战略合作协议 12月30日，山东铁路投资控股集团有限公司(以下简称"山东铁投集团")与华为技术有限公司(以下简称"华为")在济南签 署战略合作协议。山东铁投集团党委副书记、总经理高立平，华为副总裁、交通智慧化军团CEO马悦出席活动并见证 签约。山东铁投集团党委副书记、董事乐江华与华为山东政企总经理李子绪分别代表双方签署协议。 根据协议，双方发挥各自优势，在人工智能、高速铁路和新 ...

Group 1 - The Central Rural Work Conference was held in Beijing, focusing on the "three rural issues" and outlining the work plan for 2026 [1] - The 2026 "Two New" policy has been announced, expanding the scope of subsidies for digital and smart products [2][18] - The copper market has seen a significant price increase, with LME three-month copper rising over 40%, indicating strong market performance [3][19] Group 2 - The 2026 "Two New" policy includes updates on support areas and subsidy standards, with an initial allocation of 625 billion yuan for consumer goods replacement [10][25] - The personal housing sales tax rate has been reduced from 5% to 3% for properties sold within two years, effective January 1, 2026 [5][21][26] - The new VAT implementation regulations will take effect on January 1, 2026, aiming to enhance tax incentives [9][24] Group 3 - The stock market has seen over 2,800 A-share companies receiving broker research attention, with machinery, electronics, and biomedicine being the most favored sectors [4][20] - Huawei's chairman announced a strategic focus on seven business directions for 2026, emphasizing the development of the Harmony ecosystem [14][29] - The new display technology industry is projected to reach an output value of 800 billion yuan, capturing nearly 54% of the global market [8][23]

Group 1: Tariff Adjustments - Starting from January 1, 2026, the State Council Tariff Commission will implement the "2026 Tariff Adjustment Plan," which includes a 0% provisional import tariff for alumina and non-alloy aluminum, and a 5% most-favored-nation tariff for lithium products [1]. Group 2: Company Developments - On December 29, Guodian Power announced the resignation of Chairman Tang Jian due to job relocation, with General Manager Zhao Shibin acting as the chairman and legal representative. The board approved investments in the Dadu River Danba Hydropower Station project, with a total investment of 15.273 billion yuan [2]. - Minmetals Development disclosed plans to acquire stakes in Minmetals Mining and Luzhong Mining from its controlling shareholder through asset swaps, share issuance, and cash payments, constituting a major asset restructuring and related party transaction [6]. - Deep Optica, a mining AI startup, completed seed round financing with investors including Baidu Ventures. The company aims to shorten evaluation cycles significantly in mining projects [7]. Group 3: Market Trends - On December 29, international precious metal prices saw a significant drop, with spot silver falling nearly 5% and gold prices dropping below $4,500, primarily due to the CME Group raising margin requirements for metal futures [4]. - The domestic iron ore market reported price fluctuations, with PB powder (61.5%) prices at Qingdao Port at 807 yuan per ton, reflecting a slight increase [23]. - The lithium market showed prices for Australian lithium spodumene concentrate at $1,540 per ton, indicating ongoing demand in the sector [31].

Group 1: Major Companies - MasterAgent, the world's first L4-level intelligent agent system, has been fully opened and launched paid services, focusing on "safety and controllability" with a fully domestic technology stack to meet data security compliance needs [1] - Whalesong Dynamics held a "Heart & Intelligence Communication Conference" in Shanghai, promoting a shift in marketing from "traffic competition" to "scene cultivation" using data science and AI [2] - JD.com and Huawei have reached a strategic cooperation to establish a joint innovation project focusing on "low-latency advertising inference" technology [3] - Pop Mart has deepened its overseas supply chain with partners in Indonesia, Cambodia, and Mexico starting shipments, expanding its global production bases [4] - Didi Chuxing predicts that ride-hailing demand will exceed 80 million on December 31 due to multiple travel needs [5] Group 2: Investment and Financing - Datang Power plans to increase capital by 617 million yuan to Datang Nuclear Power Company for project expenses related to nuclear power projects in Liaoning and Ningde [7][8] - Jason Entertainment announced the completion of a new round of strategic financing worth several hundred million yuan, aimed at product innovation and market expansion [9] - Fanlian Xin'an completed a new round of financing led by top venture capital firms, focusing on AI upgrades and smart manufacturing research [10] Group 3: New Products - Baidu Smart Cloud launched a full-stack AI solution for the consumer electronics industry, integrating AI infrastructure from chips to platforms [11]

（编辑 李波） 本报讯 （记者袁传玺）天眼查App显示，近日，东莞极目机器有限公司发生工商变更，注册资本由38.9亿元增至约46.89亿 元。股东信息显示，该公司由华为技术有限公司全资持股。 ...

【重点关注】 •中央农村工作会议在京召开 •李强签署国务院令 公布《中华人民共和国增值税法实施条例》 •2025年全国各类企业累计收购粮食达到8300亿斤 连续三年稳定在8000亿斤以上 【国内要闻】 •中央农村工作会议29日至30日在北京召开。会议强调，农业农村现代化关系中国式现代化全局和成色，必须加快建设农业强国。要稳定粮油生产，加力实 施新一轮千亿斤粮食产能提升行动，推动粮食品种培优和品质提升。加强水利基础设施建设，强化气象监测预报预警，增强农业防灾减灾能力。促进"菜篮 子"产业提质增效，提升多元化食物供给能力。 •国务院总理李强日前签署国务院令，公布《中华人民共和国增值税法实施条例》，自2026年1月1日起施行。《条例》明确税率适用。进一步明确适用零税 率的出口货物范围，以及跨境销售服务、无形资产适用零税率的具体情形；明确一项应税交易涉及两个以上税率、征收率时适用税率和征收率的原则。 【国内外市场一览】 •据证券时报，监管部门指导中国信托业协会制定《中国信托业高质量发展规划（2025—2035）（征求意见稿）》，已向信托公司征求意见。《规划》明确 了未来十年信托业发展的目标、重点任务和相关措施。根据意 ...

Core Viewpoint - Huawei's 2026 New Year message emphasizes the company's commitment to enhancing 5G-A networks and expanding its ecosystem, while focusing on industry-specific solutions and AI capabilities [1] Group 1: 5G and Network Development - In 2026, Huawei assisted operators in building 5G-A networks, providing high-speed network connectivity to 60 million users [1] - The company aims to strengthen its industry vertical operations and leverage its diverse capabilities to facilitate intelligent transformation across various sectors [1] Group 2: Ecosystem and Technology Advancements - The HarmonyOS ecosystem has accelerated from "usable" to "user-friendly," with over 36 million devices running HarmonyOS 5.0 and above [1] - Huawei plans to build an open-source Kunpeng and Ascend ecosystem, promoting cluster and super-node technologies to establish a robust AI computing foundation [1] Group 3: Strategic Focus and Organizational Strength - The company acknowledges the challenges ahead but is determined to face them head-on, focusing on strategic direction and achieving success in value-driven markets [1] - Huawei will concentrate on enhancing organizational capabilities and achieving victory through quality in its operations [1]