Group 1 - Over 250 stocks have been included in the brokerage "gold stock" portfolio for January 2026, with Zhongji Xuchuang being the most notable [1] - The brokerage "gold stock" index for 2025 recorded positive returns, with the strongest performance from Guoyuan Securities, achieving over 100% cumulative returns [1] Group 2 - Newly established financial asset investment companies (AIC) from three joint-stock banks are focusing on "hard technology" investments, with a total investment exceeding 6 billion yuan by Xiyin Investment alone [2] - These AICs are utilizing market-oriented debt-to-equity swaps to support technological innovation in sectors like new energy and new materials [2] Group 3 - The Ministry of Commerce and nine other departments have issued a notice to promote green consumption, proposing 20 specific measures, including the establishment of a project library for green consumption infrastructure [3] - The notice supports the issuance of real estate investment trusts (REITs) for eligible projects in the infrastructure sector [3] Group 4 - The National Taxation Administration has updated 90 cross-border investment tax guides, covering 85 countries and regions with significant tax system changes, increasing the total to 115 guides [4] Group 5 - Local government bond issuance for 2026 has commenced, with Shandong province issuing 72.381 billion yuan in bonds, marking the first issuance of the year [5] - The total net supply of local government bonds for the year is expected to reach approximately 780 billion yuan [5] Group 6 - More than 40 A-share companies have forecasted significant profit growth for 2025, indicating a positive outlook for various industries [6] Group 7 - The 2026 International Consumer Electronics Show (CES) is set to take place, showcasing new products and trends in the consumer electronics industry [7][8] Group 8 - The financial market is expected to maintain a low volatility environment in 2026, supported by a stable liquidity backdrop and a moderately loose monetary policy [9] Group 9 - Premier Li Qiang emphasized the importance of fostering innovation and high-quality development during his recent visit to Guangdong [10] Group 10 - The A-share market has seen the emergence of stocks with significant growth potential, with characteristics of past high-performing stocks being analyzed for future investment opportunities [11] - The automotive market in China has achieved record production and sales, with a notable increase in demand driven by policies like trade-in incentives [11] Group 11 - Several A-share companies, including Ding Tai High-Tech and Huayi Whirlpool, are expected to see their net profits double in 2025, particularly in the PCB and new energy sectors [12][29] Group 12 - The 2026 appliance and digital product trade-in subsidy program has officially launched, with various regions announcing their participation [30] - Smart glasses have been included in the national subsidy program for the first time, indicating a shift towards consumer-level growth in this sector [31] Group 13 - The commercialization of brain-computer interfaces is accelerating, transitioning from medical trial tools to widely available products [15][32] Group 14 - The State Council has released a solid waste comprehensive management action plan, aiming for significant improvements in waste management by 2030 [33]

投资有风险，申购需谨慎。 （原标题：证监会召开重要座谈会；两只新股，今日申购……盘前重要消息一览） 1月6日（周二）申购提示 新股方面，至信股份申购代码732352，发行价21.88元/股，申购上限1.8万股。科马材料申购代码920086，发行价11.66元/股，申购上限94.14万 股。 重要的消息有哪些 6．近日，中共广东省委办公厅、广东省人民政府办公厅发布关于以高水平开放推动数字贸易和服务贸易高质量发展的实施意见，其中提出，提升 数字服务出口基地能级。支持广州、深圳创建国家服务贸易创新发展示范区、数字贸易示范区，在跨境服务贸易市场准入、完善跨境服务贸易全 链条监管、建立风险管理和监测预警机制等方面加大探索力度。支持广州天河中央商务区建设数据要素集聚发展区、广州开发区数字服务出口基 地建设数字贸易公共服务平台、广州琶洲人工智能与数字经济试验区开展人工智能大模型示范应用。建设东莞松山湖数字贸易港，发展信息技术 外包、知识流程外包，打造人工智能大模型中心、开发者村，推动数字运动健康产业创新应用。支持横琴加快建设数字贸易国际枢纽港，发展创 作者经济，探索建立数据元宇宙等产品确权出海平台。 这些公司新闻不能错过 ...

Core Viewpoint - The new trend of green consumption is reshaping lifestyles and promoting sustainable practices across various sectors, driven by a recent initiative from the Ministry of Commerce and nine other departments to advocate for green consumption and low-carbon production methods [1] Group 1: Food Sector - The initiative emphasizes increasing the supply of green agricultural products and developing green dining options, encouraging businesses to procure high-quality items such as organic and geographical indication products [2][3] - It aims to reduce cooking oil emissions, curb food waste, and promote the use of biodegradable and reusable packaging in the food service industry [3] Group 2: Housing Sector - The initiative encourages the purchase of green-certified smart home appliances and eco-friendly building materials, focusing on sustainable and intelligent home solutions [4][5] - It promotes the establishment of green hotels that utilize non-toxic, water-saving cleaning agents and offer refillable toiletries, while also innovating in health-oriented room services [5] Group 3: Transportation Sector - The initiative supports the automotive industry by promoting the replacement of old vehicles with new energy vehicles, which now account for nearly 60% of the market, and encourages cycling as a new trend in tourism [7] - It aims to enhance the automotive aftermarket, including second-hand cars, rentals, and shared mobility services, while advocating for the integration of AI in green consumption practices [7] Group 4: Recycling and Second-hand Market - The initiative promotes green recycling practices and the circulation of second-hand goods, encouraging retailers to provide reusable shopping options and e-commerce platforms to collaborate with logistics for sustainable packaging [8][9] - It outlines the establishment of a three-tier recycling system and encourages the creation of second-hand shops to maximize the value of idle goods, while also addressing the need for standardized green product certifications [9]

新股方面，至信股份申购代码732352，发行价21.88元/股，申购上限1.8万股。科马材料申购代码920086，发行价11.66元/ 股，申购上限94.14万股。 1月6日（周二）申购提示 投资有风险，申购需谨慎。 重要的消息有哪些 1．1月5日，中国证监会召开资本市场财务造假综合惩防体系跨部门工作推进座谈会。会议指出，党中央国务院高度重视资本市场稳定健康 发展，要充分认识财务造假背后的利益驱动和长期性复杂性，进一步坚定信心，强化监管合力，继续共同扛起打击和防范资本市场财务造假 的政治责任。证监会将继续主动积极会同各部门以更实的举措持续增强综合惩防效率效果，不断推动提升上市公司质量和投资价值，有效保 护投资者合法权益，全力护航资本市场高质量发展，为中国式现代化贡献力量。 2．中国人民银行发布2025年12月中央银行各项工具流动性投放情况，2025年12月，央行通过中期借贷便利（MLF）净投放1000亿元。 3．1月5日，商务部等9部门联合印发了《关于实施绿色消费推进行动的通知》，从丰富绿色产品供给、提升绿色服务消费、创新绿色消费 模式、推动绿色循环回收、优化绿色消费环境、夯实绿色消费基础、加大政策支持力度等 ...

Group 1: International Relations and Geopolitical Events - China's Foreign Ministry condemned the U.S. for its military actions against Venezuela, emphasizing the violation of international law and the need to respect Venezuela's sovereignty [2] - Venezuelan President Maduro appeared in a U.S. court and pleaded not guilty to charges, with a follow-up court date set for March 17 [3] - The U.S. Secretary of Defense stated that fewer than 200 personnel were involved in the military operation against Venezuela [15] Group 2: Economic and Market Developments - The Chinese government plans to issue over 100 billion yuan in special bonds to support ecological projects along the Yangtze River [7] - The China Passenger Car Association forecasts a 25% growth in the sales of new energy vehicles by 2025, with total sales expected to reach 15.33 million units [10] - Goldman Sachs recommends overweighting Chinese stocks, predicting annual growth of 15% to 20% in the Chinese stock market for 2026 and 2027 [20] Group 3: Corporate News - Gree Electric Appliances announced that it will not raise air conditioner prices and has no current plans to replace copper with aluminum in its products [17] - The China Securities Regulatory Commission is enhancing measures to combat financial fraud in the capital market, aiming to improve the quality of listed companies [8]

Key Insights - The report highlights significant developments in various industries, including advancements in brain-computer interfaces by Neuralink, acquisitions by Meta, and initiatives for promoting green consumption in China [5][8]. - The macroeconomic analysis indicates a positive outlook for the A-share market, driven by strong performance in financial and technology sectors, with expectations of continued monetary easing and a favorable global liquidity environment [9][10][16]. - The gaming industry is experiencing steady growth, with animation films leading box office revenues, indicating a shift in consumer preferences and market dynamics [18][38]. Domestic Market Performance - The Shanghai Composite Index closed at 4,023.42, with a daily increase of 1.38%, while the Shenzhen Component Index rose by 2.24% to 13,828.63 [3]. - The average P/E ratios for the Shanghai Composite and ChiNext are 16.30 and 49.98, respectively, suggesting a favorable environment for medium to long-term investments [9][10]. International Market Performance - Major international indices, including the Dow Jones and S&P 500, experienced slight declines, while the Hang Seng Index saw a notable increase of 2.76% [4]. Industry Analysis - The animation film sector has seen a remarkable increase in box office contributions, with animated films accounting for nearly 50% of total box office revenue in 2025, driven by successful titles like "Nezha 2" and "Zootopia 2" [18][38]. - The semiconductor industry continues to thrive, with global sales reaching $72.71 billion in October 2025, marking a 27.2% year-over-year increase, indicating robust demand and growth potential [22]. - The new materials sector is showing strong performance, with a 7.20% increase in the new materials index, outperforming the broader market [21]. Investment Recommendations - The report suggests focusing on sectors with strong fundamentals and stable earnings, such as traditional engineering machinery and high-dividend yielding companies, while also highlighting opportunities in emerging technologies like humanoid robots and AI applications [25][26]. - In the gaming sector, companies like Gigabit and Perfect World are recommended due to their high growth potential driven by AI integration and market demand [19][20].

·2026年育儿补贴1月5日起已全面开放申领。 ·我国首次航天员洞穴训练日前在重庆市武隆区圆满结束，28名航天员参加了这次训练。 ·长江干流水质由部分五类提升到全线二类。 ·水利部原党组成员、副部长田学斌接受审查调查。 央视网消息：每天8点，央视网为您梳理24小时内发生在咱们身边的大小事儿。 ·水利部："十五五"期间我国将加快建设现代化水网。 ·A股2026年开门红：沪指站上4000点，两市成交超2.5万亿元，4180股上涨。 ·1月5日，商务部等9部门发文实施绿色消费推进行动，进一步倡导绿色消费，推动形成绿色低碳的生产方式和生活方式。 ·遭美国强行控制的委内瑞拉总统马杜罗夫妇5日中午在美国纽约南区联邦地区法院首次出庭，拒绝美方所谓"犯罪"指控。 ·联合国副秘书长表示，美行为违反《联合国宪章》，威胁地区和平。 ·委内瑞拉副总统罗德里格斯宣誓就任代总统。 ·俄罗斯代表：国际社会不应允许美国自诩为"最高法官"。 ·瑞士酒吧火灾40名遇难者身份确认完毕，年龄介于14岁至39岁之间。 ·多艘油轮突破美封锁离开委内瑞拉水域。 ·国际社会谴责美国打击委内瑞拉，呼吁尊重并维护国际法。 ·特朗普向多个国家发出威胁。 ·日本和 ...

Group 1: Green Consumption Initiative - The Ministry of Commerce and nine other departments issued a notice on promoting green consumption, focusing on seven areas including enhancing green product supply and optimizing the consumption environment, with 20 specific measures proposed [1] Group 2: Financial Fraud Prevention - The China Securities Regulatory Commission (CSRC) held a meeting emphasizing the importance of combating financial fraud in the capital market, with 159 cases investigated and 111 administrative penalties imposed, totaling 8.1 billion yuan in fines since 2024 [2] Group 3: A-Share Market Financing - As of December 31, 2025, the A-share margin financing balance reached 25,406.82 billion yuan, with an increase of 670 billion yuan in 2025, marking a historical high for both margin financing and total balance [2][3] Group 4: Company News - Victory Energy - Victory Energy announced the completion of its stock trading fluctuation investigation, revealing no undisclosed significant information affecting stock prices, and will resume trading on January 6 [5] - The company reported a 213.97% increase in stock price from December 12 to December 29, 2025, leading to a temporary suspension for investigation [6] Group 5: Company News - Yingfang Micro - Yingfang Micro is planning a significant asset restructuring through a combination of share issuance and cash payment to acquire stakes in several technology companies, leading to a stock suspension starting January 6 [7] Group 6: Company News - Tianpu Shares - Tianpu Shares received a regulatory warning from the Shanghai Stock Exchange for suspected information disclosure violations, with trading suspended since December 31, 2025 [7] Group 7: Company News - Other Companies - Defo Technology signed a cooperation agreement to supply high-end electronic circuit copper foil products, which is expected to positively impact its 2026 performance [9] - The company Huayi expects a significant increase in net profit for 2025, projecting a range of 5.85 billion to 6.45 billion yuan, reflecting a growth of 40.8% to 55.24% [11]

Group 1 - Premier Li Qiang emphasized the need for deepening reforms in key areas, enhancing service efficiency, and optimizing the business environment to stimulate economic growth [1] - The Ministry of Commerce and nine other departments issued a notice on promoting green consumption, outlining 20 specific measures across various sectors, including agricultural products and home appliances, to foster a green low-carbon lifestyle [1] - The China Securities Regulatory Commission held a meeting to discuss the comprehensive prevention and punishment system for financial fraud in the capital market, highlighting the need for improved institutional safeguards and enhanced coordination among administrative, criminal, and civil measures [1] Group 2 - GAC Group signed a comprehensive cooperation framework agreement with Huawei to jointly innovate in areas such as the HarmonyOS ecosystem and AI, aiming to create competitive smart mobility solutions [1] - The China Passenger Car Association reported that in December 2025, wholesale sales of new energy passenger vehicles reached 1.57 million units, a year-on-year increase of 4% [1] - The China Logistics and Purchasing Federation announced that the commodity price index for December 2025 was 117.9 points, marking a 3.2% month-on-month increase and the highest level since June 2024 [1] Group 3 - Companies such as Huayou Cobalt and Chifeng Jilong Gold reported significant projected net profit increases for 2025, with estimates ranging from 40.8% to 150% year-on-year [6] - XCMG Group received a project notification worth approximately 7.8 billion yuan, while subsidiaries of Fulin Precision and Weigao Medical announced substantial investment plans totaling 8.5 billion yuan [6] - Zhejiang Mining plans to acquire Alaigyr Company, which holds core assets in Kazakhstan's Karaganda region, focusing on lead and silver mining [6]

今日关注 1、国新办将于1月6日就推进绿色消费有关情况举行新闻发布会。 2、联想集团将在1月6日的创新科技大会上与英伟达联合重磅发布一款企业级AI产品。 3、国内成品油将开启新一轮调价窗口。 宏观经济 1、5日，国务院新闻办公室举行发布会，介绍长江经济带发展十年工作进展和成效。十年来，长江经济 带优良水质比例从67%提升到96.5%，地区生产总值占全国比重从42.2%提升到47.3%。 2、据央视新闻，5日，外交部发言人表示，中方坚定支持拉美和加勒比和平区地位，反对任何违反联合 国宪章宗旨和原则、侵犯别国主权安全的行为，反对在国际关系中使用或威胁使用武力，反对外部势力 以任何借口干涉拉美国家内政。 3、5日，商务部等9部门发布通知，实施绿色消费推进行动，包括支持设立绿色农产品销售专区，鼓励 购买获得绿色产品认证的绿色智能家电产品、无氟空调等。 4、中国物流与采购联合会5日公布，2025年12月份中国大宗商品价格指数为117.9点，环比上涨3.2%， 连续八个月实现环比上升，并创下自2024年6月以来新高。 5、工信部：2025年1-11月，我国软件业务收入超过13万亿元，同比增长13.3%、软件业利润总额同比 ...