1月6日，国务院新闻办举行新闻发布会，介绍推进绿色消费有关情况。 近日，商务部等九部门联合出台《关于实施绿色消费推进行动的通知》，对"十五五"时期绿色消费工作 作出安排。 商务部副部长盛秋平在发布会上介绍，开展绿色消费是践行绿色低碳发展理念、深入实施提振消费专项 行动、加快经济社会全面绿色转型的重要抓手，是顺应消费升级趋势、培育消费新增长点的有力举措， 既能推动生产生活方式绿色变革、促进产业结构优化升级，也能助力减少碳排放，实现低碳目标， 为"十五五"时期经济社会高质量发展作出重要贡献。 商务部坚决贯彻落实党中央、国务院决策部署，把落实大规模消费品以旧换新政策作为推动绿色消费的 重要机遇。2024~2025年实现汽车以旧换新1830万辆，其中新能源汽车占比近60%。实现家电以旧换新 1.92亿台，其中一级能效(水效)占比达到90%以上，以旧换新政策带动消费品销售额3.92万亿元，惠及消 费者4.94亿人次。 "新能源汽车、绿色智能家电等绿色商品消费增长带动绿色消费市场规模稳步扩大。"盛秋平强调。 优化绿色消费环境 盛秋平在发布会上表示，近年来虽然绿色产品供给更加丰富，绿色消费的模式不断创新，绿色消费的环 境持 ...

Core Viewpoint - The Ministry of Commerce and nine other departments issued a notice to implement green consumption initiatives, outlining 20 specific measures across various sectors to optimize the green consumption environment [1][2]. Group 1: Green Consumption Incentives - The notice encourages financial institutions to increase support for green consumption loans and collaborate with trade enterprises to expand loan application scenarios [1][2]. - The concept of "green consumption points" is introduced to incentivize consumers to engage in green purchasing and low-carbon services, allowing them to earn points for discounts or benefits [4][5]. Group 2: Supply Chain Green Development - The notice promotes green development across the entire supply chain, advocating for practices such as shared delivery and the use of environmentally friendly products [2]. - It encourages companies to evaluate their supply chain carbon footprints and adopt low or no volatile organic compounds (VOCs) products [2]. Group 3: Policy and Regulatory Framework - The notice emphasizes the need for a conducive policy environment to ensure the effective implementation of green initiatives, including a system of rewards for compliant entities and penalties for those exceeding pollution limits [5]. - The upcoming Central Economic Work Conference will prioritize "dual carbon" goals and comprehensive green transformation as key tasks for 2026 [2]. Group 4: Energy Structure and Investment Opportunities - The report from Founder Securities suggests focusing on three main investment areas: new energy systems, green technology innovations, and industrial leaders capable of low-carbon transitions [3]. - The emphasis on optimizing energy structures and deep industrial restructuring is expected to drive significant investment opportunities in these sectors [3]. Group 5: Environmental Efficiency Measures - The notice encourages businesses to adopt energy-efficient equipment and smart control systems to enhance energy management and reduce carbon emissions [5]. - It also supports the use of green electricity to assist in carbon reduction efforts [5].

21世纪经济报道记者张旭 北京报道 近日，商务部等9部门联合出台《关于实施绿色消费推进行动的通知》（以下简称《通知》），对"十五 五"时期绿色消费工作作出安排。 1月6日，国务院新闻办举行新闻发布会介绍推进绿色消费有关情况新闻发布会有关情况。商务部副部长盛秋平在发布会表示，2024至2025年， 我国实现汽车以旧换新1830万辆，其中新能源汽车占比近60%。实现家电以旧换新1.92亿台，其中1级能效（水效）占比达到了90%以上，以旧 换新政策带动消费品销售额3.92万亿元，惠及消费者4.94亿人次。 盛秋平介绍，商务部把落实大规模消费品以旧换新政策作为推动绿色消费的重要机遇，在政策设计上对高能效的绿色家电、绿色家居、绿色建 材和新能源汽车等予以补贴，进一步激发绿色消费需求，畅通绿色消费循环。 2024年至2025年，全国报废汽车回收1767.3万辆，年均增速45.8%；二手汽车交易3968.6万辆；规范拆解废旧家电及手机约5300万台，年均增 速约12%。 （资料图） 盛秋平表示，新能源汽车、绿色智能家电等绿色商品消费增长带动绿色消费市场规模稳步扩大，绿色产品供给更加丰富，绿色消费的模式不断 创新，绿色消费的 ...

市场监管总局有关负责人介绍，将持续完善相关领域国家标准体系，加强能效水效标识管理，鼓励互联 网平台企业上线"绿色餐饮"服务标识。 农业农村部有关负责人介绍，以绿色、有机、名特优新和地理标志农产品为重点，持续增加绿色优质农 产品供给；以春节选购年货为契机，发布一批"土特产"品牌年货目录，方便消费者选购绿色、特色年货 产品。 央视网消息（新闻联播）：国务院新闻办公室今天（1月6日）举行新闻发布会，介绍我国推进绿色消费 有关情况。 商务部有关负责人表示，目前我国已围绕绿色消费全链条明确了七方面20项举措。涵盖家电家装、汽 车、餐饮住宿等多个领域，涉及产品供给、消费模式、循环回收等环节。下一步，将加大绿色产品和服 务消费供给，培育绿色消费的新增长点，进一步推进消费品以旧换新政策。 生态环境部有关负责人表示，将组织试点示范，促进废弃消费品规范回收利用。"十五五"时期，将推动 约200个城市开展"无废城市"建设。 ...

商务部等九部门《关于实施绿色消费推进行动的通知》（以下简称《通知》）近日已公开发布。1月6 日，在国新办举行的新闻发布会上，商务部副部长盛秋平介绍了《通知》出台的背景和主要内容。 他表示，绿色消费不仅是践行低碳理念的关键抓手，也是培育消费新动能、促进产业升级的重要举措。 关注1 汽车以旧换新两年累计1830万辆 盛秋平介绍，商务部以大规模消费品以旧换新为契机，大力推动绿色消费。数据显示，2024年至2025 年，全国累计实现汽车以旧换新1830万辆，其中新能源汽车占比近60%；家电以旧换新1.92亿台，其中 一级能效（水效）占比达到90%以上。政策拉动消费品销售额3.92万亿元，惠及消费者近5亿人次，有 效促进了绿色智能产品消费增长和市场扩容。 在政策设计上，对高能效的绿色家电、绿色家居、绿色建材和新能源汽车等予以补贴，进一步激发绿色 消费需求，畅通绿色消费循环。2024年至2025年，全国报废汽车回收1767.3万辆，年均增速45.8%；二 手汽车交易3968.6万辆；规范拆解废旧家电及手机约5300万台，年均增速约12%。 同时，推进绿色供应链建设，构建绿色流通体系。开展数智供应链发展专项行动，利用数字技 ...

Macro Dynamics - China has discovered 1,444.49 tons of gold, with plans for a new round of mineral exploration starting in 2026, aiming to enhance the exploration and development of strategic mineral resources [2] - The Ministry of Commerce emphasizes the need for a collaborative approach among government, enterprises, and consumers to promote green consumption policies effectively [3] - The 2026 National Civil Aviation Work Conference highlighted the progress in domestic aircraft development, including the certification of new models and international market expansion [4] Financial Institutions - Bank of America predicts that AI chip stocks will continue to rise, with Nvidia, Broadcom, and AMD identified as top picks as the global semiconductor market is expected to exceed $1 trillion, with a projected 30% year-on-year sales growth in 2026 [7] Market Data - The Shanghai Composite Index reached a ten-year high with a 1.5% increase, and the total trading volume in the Shanghai and Shenzhen markets exceeded 2.8 trillion yuan, marking a significant increase in market activity [8] - As of January 5, the financing balance on the Shanghai Stock Exchange was reported at 1,277.036 billion yuan, reflecting an increase of 8.24 billion yuan from the previous trading day [9] - The Hong Kong Hang Seng Index rose by 1.38%, with significant gains in the brokerage and metals sectors [10] Company Dynamics - WuXi AppTec announced that shareholders controlled by the actual controller have reduced their holdings by 59.6751 million shares, accounting for 2% of the total share capital [12] - Jia Mei Packaging's stock surged by 230% from December 17, 2025, to January 6, 2026, leading to a temporary suspension for price verification [13] - Samsung Electronics is expected to see a 160% year-on-year increase in operating profit for Q4 2025, driven by a surge in demand for storage chips due to the AI boom [14] - Alibaba's AI model for early pancreatic cancer screening has successfully identified cases that may have been missed, showcasing the potential of AI in healthcare [18] - Aerospace company Hangtian Huanyu anticipates that its commercial space revenue will account for less than 15% of total revenue in 2025, with a slight net profit growth of 0.56% year-on-year [19]

Core Viewpoint - China is accelerating the update and upgrade of a batch of national standards for green consumption and is supporting domestic participation in international standardization activities in the green sector [1]. Group 1: Green Product Standards - The National Market Supervision Administration has released 40 green product evaluation standards and 66 energy and water efficiency standards [1]. - China has proposed 217 items related to green consumption in the International Organization for Standardization and has led the revision of 178 standards [1]. - The administration is acting as the secretariat for 14 technical organizations [1]. Group 2: Green Consumption Promotion - A recent notice on implementing actions to promote green consumption emphasizes enriching the supply of green products and encouraging the purchase of certified green and organic products [1]. - The administration has increased the effective supply of green and organic products, helping consumers achieve "blind selection" and "preferred selection" [1]. Group 3: Certification and Supply - In the green product category, 122 types of products closely related to consumers, such as electronics, furniture, and building materials, have been certified, with nearly 40,000 effective certification certificates issued and over 8,000 certified enterprises [1]. - Certification indicates that these products have low resource and energy consumption, low pollutant emissions, are easy to recycle, safe for health, and of high quality [1]. - In the organic product category, 47 types of products, including grains, vegetables, fruits, and dairy products, have been certified, with over 32,000 effective certification certificates issued and 18,000 certified enterprises [1]. Group 4: Market Position - China has become the third-largest organic consumption market globally, with the number of organic product certification marks expected to exceed 6.66 billion by 2025 [2].

每日观点 今日沪深三大指数继续上涨，沪指收获十三连阳，并创下逾十年新高。两市成交大幅放量至2.8万亿以 上，创逾三个月新高。海外方面，美国总统特朗普近期或将指定美联储新主席人选，但从两位候选人哈 塞特和沃什的背景和政策立场来看，上台后或不会做出激进宽松举动，对于美联储独立性或许不必过度 担忧。国内方面，近期政策层面靠前发力，发改委提出已下达2026年"两重"提前批项目和中央预算内投 资计划，共计约2950亿元。财政部、发改委也发布今年"两新"政策，早于过往、力争"开门红"，总体 看，"两新"继续扩围，但补贴力度可能有所减弱。市场方面，年末制造业PMI超季节性反弹，供需双双 回暖，建筑业PMI环比大幅回升，基建有望先行发力托底经济。市场方面，元旦期间港股市场与人民币 汇率走强提振投资者信心，海外资金和长线资金入市有望对市场资金面形成支撑。 【博时市场点评1月6日】两市继续上涨，沪指创逾十年新高 市场成交额为28325.64亿元，较前一交易日上涨。两融余额昨日收报25606.48亿元，较前一交易日上 涨。 数据来源：同花顺，截至2026年1月6日。基金有风险，投资需谨慎。基金管理人承诺以诚实信用、勤勉 尽责的原则 ...

Core Viewpoint - The Ministry of Commerce and nine other departments have jointly issued a notice to implement green consumption promotion actions, proposing 20 specific measures across various sectors, including agricultural products, home appliances, and hospitality, while also clarifying financial support policies to optimize the green consumption environment [1]. Group 1: Green Consumption Policies - The promotion of green consumption is a key measure for implementing low-carbon development, enhancing consumption, and accelerating the green transformation of the economy and society [2]. - The Ministry of Commerce has identified the old-for-new policy as a significant driver for green consumption, providing subsidies for high-efficiency green appliances, home furnishings, and new energy vehicles [2]. - The target for 2024-2025 includes replacing 18.3 million cars, with nearly 60% being new energy vehicles, and achieving 192 million old appliances replaced, contributing to a sales increase of 3.92 trillion yuan and benefiting 494 million consumers [2]. Group 2: Green Supply Chain and Recycling - The Ministry of Commerce is promoting green supply chain construction, improving recycling systems, and fostering green circulation enterprises to enhance green consumption [3]. - The notice emphasizes the need to enrich the supply of quality green products, including green agricultural products and energy-efficient appliances, to support consumer choices [4]. - The market regulatory authority has issued nearly 40,000 effective certification certificates for 122 types of products, indicating low resource consumption and pollution, thus enhancing market efficiency [4]. Group 3: Future Initiatives - The market regulatory authority plans to accelerate the update of national standards and support participation in international standardization activities in the green sector [5]. - Efforts will be made to strengthen the enforcement of laws against violations in green product labeling and food waste [5]. - The construction of a high-value recycling system for renewable resources is deemed essential for promoting green consumption and enhancing resource recycling levels [6]. Group 4: Resource Recovery and Utilization - The Ministry of Commerce has outlined 11 tasks to improve the recycling system for old appliances and furniture, designating 32 pilot cities and 78 enterprises to establish a comprehensive recycling network [6]. - The focus will be on supporting the construction of sorting centers to improve efficiency and reduce waste in the recycling process [7]. - The goal is to achieve a total recycling volume of approximately 380 million tons by 2025, contributing to the development of a green circular economy [6].

Core Viewpoint - The article discusses the implementation of green consumption initiatives by the Ministry of Commerce and nine other departments, highlighting 20 specific measures across various sectors to promote sustainable consumption and support policies [1][4]. Group 1: Green Consumption Policies - The initiative aims to enhance the green consumption incentive mechanism, focusing on areas such as agricultural products, home appliances, and hospitality [1]. - The "old-for-new" policy is emphasized as a key strategy to increase green consumption, with targets set for replacing 18.3 million cars, of which nearly 60% will be new energy vehicles, and 192 million home appliances, with 90% being of the highest energy efficiency [4][5]. Group 2: Market Development and Support - The article notes that the green consumption initiative is aligned with the trend of consumption upgrades and aims to create new growth points in the economy, contributing to carbon reduction and high-quality development during the 14th Five-Year Plan period [4]. - The Ministry of Commerce has collaborated with other departments to provide subsidies for high-efficiency green appliances and vehicles, stimulating demand and facilitating a circular economy [4]. Group 3: Quality Assurance and Certification - The article highlights the importance of quality certification in promoting green products, with nearly 40,000 effective certification certificates issued for 122 types of consumer-related products, ensuring lower resource consumption and pollution [7]. - China has become the world's third-largest organic consumption market, with over 32,000 certification certificates issued for organic products, supporting agricultural green development and enhancing the quality of life for consumers [6][7]. Group 4: Future Directions - Future efforts will focus on updating national standards, enhancing energy and water efficiency labeling systems, and promoting green dining services to reduce food waste [8]. - The establishment of a high-value recycling system for renewable resources is deemed essential for promoting sustainable consumption and improving resource utilization [10][11].