会议强调，省直机关要坚持更高标准，在正风气、严纪律上走在前作表率。要提高政治站位，扛牢 政治责任，从各类反面典型中深刻汲取教训，刀刃向内、驰而不息加强党风廉政建设，把严的基调、严 的措施、严的氛围长期坚持下去。要进一步强化政治建设，加强政治机关意识教育、对党忠诚教育、理 想信念教育，严明政治纪律和政治规矩，确保党员干部始终在思想上政治上行动上同党中央保持高度一 致。要进一步强化日常教育，发挥好纪律教育的基础作用、典型案例的警示作用、廉洁文化的滋养作 用，推动党员干部明法纪、知敬畏、守底线。要进一步强化"四风"纠治，巩固拓展深入贯彻中央八项规 定精神学习教育成果，纵深推进整治形式主义为基层减负，持续深化行业领域重点问题整治，推进作风 建设常态化长效化。要进一步强化监督执纪，紧扣深化开展"三个年"活动、深入打好"八场硬仗"等重点 工作加强政治监督，有效规范权力运行，深入推进风腐同查同治，促进党员干部践行正确政绩观，以实 干实绩助力"十五五"良好开局。（记者：刘居星） 12月29日，2025年度省直机关警示教育大会在西安召开。会议认真学习贯彻党的二十届四中全会精 神，深入学习贯彻习近平总书记关于党的建设的重要思想、 ...

2025年6月，中共中央政治局就健全落实中央八项规定精神、纠治"四风"长效机制进行第二十一次集体 学习。总书记在主持学习时强调，自我革命是我们党跳出治乱兴衰历史周期率的第二个答案，从抓作风 入手推进全面从严治党是新时代党的自我革命一条重要经验。 进入新时代，以习近平同志为核心的党中央以前所未有的勇气和定力推进全面从严治党，产生了全方 位、深层次影响。未来，将继续发挥全面从严治党的政治引领和政治保障作用，带领人民在新的征程上 不断取得新的伟大胜利。 转自：北京日报客户端 统筹：韩珅、王志斌 编导：姬杨 记者：樊华、王志斌、魏梦佳、马晓冬、刘勤兵、王安浩维、杨金鑫 摄像：罗翼、戴汝杰、王正一、董芳远 配音：王帅龙 包装：郭雪南 来源：新华社 2025年，在以习近平同志为核心的党中央坚强领导下，党风廉政建设和反腐败斗争持续推进。习近平总 书记始终带头严格执行中央八项规定，以实际行动为全党树标杆、作表率。 2025年全国两会后，一场聚焦深入贯彻中央八项规定精神的学习教育在全党开展。这是总书记亲自谋划 的党建工作重点任务。 在总书记心中，中央八项规定堤坝是好不容易筑起的，一定要倍加珍惜，不断巡堤检修、培土加固。 ...

深度关注 深化医保基金管理突出问题治理 护好人民群众"看病钱 "乡镇卫生院是医疗服务体系"最后 ~公里'，讓谐防线一旦失守，飄害的不 又是纪法咸严，更是群众的信任 …… E日, 江西省九江市卫健系统召开警示 t 育治理大会，会上通报多超公职人员 影用医保基金、乡镇卫生院选规使用顾 基金同盟曲印室例,以身边事警示身 今年6月,九江市监委向市医保局 发《关于进一步强化医保基金监管的 原建议》,提出四方面具体建议,每 建议 松直据问题变速 保育板"，非实拥甘院生和认定"目积钱" "什漏中央纪委四次全会副人会商会" "十届中央纪委四次全会员系统中整相 三年,開有開回世的世界最多年100 九江市深入开展区保基金管理突出 ª體整治。立足"监督的再旅餐"叔贾 位,九江市纪委监委指动党委政府 密照门和医疗机构同向发力,坚持 查、改。治"一体推进,贺年陕强其会 金酶线 是准同盟 严查严治强化震慑,协同联动 陸战合力 図保基金管理链备长,环节多,若 潜生不正之风和属费问题,好年某 L江市纪检监察机关查处了一批医保朝 投典型案件，反映出该市医保领域存在 法自由裁量权大。基金管理不规范 第三次第二节能禁止的第一同年度的 青稞风险题进 ...

【编者按】岁末年终之际，为全景式展现2025年中国在全面建设社会主义现代化国家新征程上的奋斗足迹与发展成就，央视网《热解读》栏目以"记忆词 云"为创意载体，策划推出"奋进的回响"系列时政解读报道。选取年度具有代表性的关键词，串联顶层设计、社会进步、民生改善的生动实践，呈现奋进中 国的时代回响。 2025年，中央八项规定的实施步入第十三个年头。 回溯十三年前，这份仅六百余字的中共中央政治局会议纪要，以简驭繁、字字千钧，远远超越了文字本身的篇幅与分量，承载着中国共产党人坚定的自我革 命精神。 2025年全国两会闭幕不久，作为今年党建工作的重点任务，全党深入开展贯彻中央八项规定精神学习教育全面启动。这既是对党员干部思想理论的再武装、 再深化，也是对纪律作风的再检视、再锤炼。 3月，全国两会闭幕不到一周，深入贯彻中央八项规定精神学习教育启动之际，习近平总书记来到贵州、云南考察调研。黎平肇兴侗寨里，总书记在"板凳座 谈会"上倾听民声；丽江古城街巷间，总书记同游客趣谈小粒咖啡，称赞"云南咖啡还是代表着中国的"。 2025年12月4日，浙江杭州淳安县与安徽黄山歙县纪检监察干部及综合行政执法人员在浙皖交界处的新安江鸠坑口水域 ...

1. Report Industry Investment Ratings No investment ratings for industries are provided in the report. 2. Core Views of the Report Fundamental - based Judgments - **Trend空头**: Carbonate lithium, zinc, caustic soda, plastic, ferromanganese - silicon, live pigs, ferrosilicon, SSE 50 stock index futures, five - year treasury bond futures, CSI 300 stock index futures, CSI 1000 index futures, CSI 500 stock index futures, corn, eggs, urea, methanol, pulp, logs, offset printing paper, red dates, coking coal, soda ash, glass, apples, coke [2] - **Oscillating偏空**: Ethylene glycol, crude oil, liquefied petroleum gas, industrial silicon, thirty - year treasury bond futures, ten - year treasury bond futures, two - year treasury bond futures, synthetic rubber [2] - **Oscillating**: Lead, zinc, aluminum, tin, copper, palm oil, plastic, rebar, corn, glass, PVC, soybean No.1, asphalt, gold, coking coal, polypropylene, ferromanganese - silicon, silver, Zhengzhou cotton [2][4] - **Oscillating偏多**: Rubber, polysilicon, bottle chips, PTA, staple fiber, p - xylene, fuel oil, cotton, cotton yarn [2] - **Trend多头**: None Quant - based Judgments - **偏空**: Rapeseed meal, sugar, PTA, methanol, lead, rubber, coke [4] - **Oscillating**: Zinc, palm oil, plastic, aluminum, rebar, tin, copper, soybean No.2, glass, PVC, soybean No.1, asphalt, gold, coking coal, polypropylene, ferromanganese - silicon, silver, Zhengzhou cotton [4] - **偏多**: Soybean meal, rapeseed oil, soybean oil, iron ore, eggs, corn starch, hot - rolled coil [4] 3. Key Points by Directory Macro News - The Political Bureau of the CPC Central Committee held a meeting to study and deploy the work on improving Party conduct, building a clean government and combating corruption in 2026, emphasizing anti - corruption and enhancing the comprehensive effectiveness of corruption governance [6] - On December 25, the offshore RMB against the US dollar rose above the "7" mark, and the on - shore RMB approached "7". The RMB is expected to appreciate in 2026 without a unilateral trend [6] - JD announced its 2025 year - end bonus plan, with 92% of employees getting full or excess bonuses, and the total bonus input increasing by over 70% year - on - year. There are also rumors of salary increases at BYD, ByteDance, and CATL [6] - The Ministry of Commerce opposed the US imposing 301 tariffs on Chinese semiconductor products, promoted compliant rare - earth magnet exports, and hoped for a balanced solution for TikTok's agreement with investors [7] - The Shenzhen Stock Exchange approved the IPO application of Dapu Micro, the first unprofitable company on the Growth Enterprise Market to pass the review [7] - Israeli officials signaled a possible military conflict with Iran over Iran's efforts to rebuild its ballistic missile arsenal [7] - Morgan Stanley strategists pointed out three potential "surprises" in the US stock market in 2026: "job - less productivity improvement", the return of the inverse relationship between stocks and bonds, and a sharp rise in commodity and energy prices [7] Macro - finance Stock Index Futures - The A - share market continued to rise, with the Shanghai Composite Index up 0.47%, the Shenzhen Component Index up 0.33%, and the ChiNext Index up 0.3%. The market turnover was 1.94 trillion yuan [9] - The central bank's MLF operation had a net injection of 100 billion yuan, and if bond purchases reached 350 billion yuan this month, it would be the largest - scale operation. The urgency for interest - rate cuts is low [9] - Pay attention to the sustainability of liquidity repair and structure. If the conditions are met, the index may strengthen, and focus on IH [9] Treasury Bond Futures - The short - and medium - term bonds may oscillate strongly, but the odds are more important than the direction. The capital is balanced and loose, and the capital interest rates are stable [10] - The central bank's MLF operation had a net injection of 100 billion yuan. Without interest - rate cuts, the market sentiment may decline, and bonds within 10 years will oscillate [10] Black Commodities Coking Coal and Coke - The prices of coking coal and coke may oscillate and rise in the short term. Pay attention to the production at coal mines, safety inspections, downstream raw - material winter storage, and changes in hot - metal production [12] - The production of coal mines has decreased slightly, and the third round of coke price cuts has been implemented. The demand for raw materials from steel mills has declined in the short term [12] - Due to "anti - involution" and "over - production inspection" policies, the supply of coking coal is expected to shrink, but the potential negative feedback from the steel industry may limit the price increase [12] Ferroalloys - For ferrosilicon, the end - of - session rally may stimulate hedging, and the sustainability of high prices needs attention. Manganese - silicon is weak, and focus on the new capacity launch before the end of January. In the medium term, both are bearish on rallies [13] - On December 25, the auction price of Hongliulin lump coal increased, with a decrease in the auction volume [13] Soda Ash and Glass - For soda ash, wait and see; for glass, try to go long after the market sentiment stabilizes [14] - Soda ash supply is at a low level due to some enterprises' maintenance, and cost increases have weakened the upstream's willingness to start production. Glass supply reduction expectations have less impact, and spot sentiment is weak [14] Non - ferrous Metals and New Materials Zinc - As of December 25, the domestic zinc inventory decreased. Tianjin and Guangdong saw inventory declines. After the fading of macro - positive factors, the price is expected to oscillate downward. Hold short positions [16] - In November 2025, the import of zinc concentrates increased significantly, with a year - on - year increase of 13.84% and a cumulative increase of 33.74% from January to November [16][17] Lead - As of December 25, the social inventory of lead decreased. The trading activity in the lead spot market declined. The market is in a state of weak supply and demand, and the price is expected to oscillate at a high level in the short term. Wait and see, and aggressive investors can enter short positions at high prices [18][19] Lithium Carbonate - The fundamentals are showing signs of weakening in the short term, but the long - term demand is positive. Look for buying opportunities after the price correction [20] Industrial Silicon - Environmental disturbances in Xinjiang and strong coking - coal prices have provided some valuation - repair space, but the rebound is under pressure. Consider selling out - of - the - money call options on rallies [21] Polysilicon - Exchange risk - control measures have tightened, and the trading volume may cool down. The expected price increase of downstream silicon wafers will support the spot price of polysilicon, and the price is expected to be strong [22] Agricultural Products Cotton - The short - term supply is loose, but the long - term supply is expected to shrink. The pre - festival restocking demand has boosted the cotton price. The US cotton production and inventory have increased, while the global production has slightly decreased [23][24] - The domestic commercial and port inventories are accumulating, but the low industrial inventory of textile enterprises and policy expectations support the price [24] Sugar - The domestic sugar market is in a season of high supply and demand, and the Zhengzhou sugar futures are undervalued, with a technical rebound. Wait and see [25] - The global sugar supply is expected to be in surplus in 2025/26, but some institutions have lowered the surplus forecast. The domestic supply pressure is increasing, and the demand for pre - holiday stocking will start [26][27] Eggs - The commodity market sentiment is strong, and the pre - January festival stocking demand may increase, leading to short - covering in the near - term contracts and a price rebound. The supply - demand pattern is still loose, and the price increase space is limited before the Spring Festival [28] - The far - term contracts are supported by the expectation of a possible decline in the laying - hen inventory, but this expectation cannot be verified or falsified for now. Wait and see [28][29] Apples - The apple futures price may oscillate. The apple出库 is slightly lower than the same period last year, and the sales in the distribution areas are slow. The good - quality apple price is firm [30][31] - The national cold - storage inventory ratio is 53.31%, and the inventory is 7.021 million tons, lower than the same period last year. Citrus fruits are on the market, affecting apple sales [31] Corn - The corn price may oscillate in the short term. Wait and see and pay attention to farmers' selling sentiment [33] - The domestic corn spot price is mixed. The supply - demand mismatch is easing, but the far - term contracts face pressure from supply [33] Red Dates - The market is in a stage of concentrated new - product arrival, with supply pressure. The price may oscillate in the short term. Pay attention to the sales progress in the distribution areas and downstream purchasing sentiment [34] Live Pigs - The supply - demand pattern is still supply - strong and demand - weak. The expectation of a sharp price increase during the Winter Solstice was false, and the price is expected to oscillate downward. Go short on the near - term contracts on rallies [34][35] Energy and Chemicals Crude Oil - The escalating situation in Venezuela has led to a rapid rebound in oil prices, but the impact is limited. In the medium term, the oil price may decline due to oversupply and the easing of geopolitical tensions [37] - The Chinese INE crude oil futures 2602 contract rose to 444.7 yuan/barrel at night [37] Fuel Oil - Geopolitical and macro - factors dominate the oil price. The supply of fuel oil is loose, and the demand is weak. The price will follow the oil price, and the inventory is increasing [38] Plastics - Polyolefins have high supply pressure and weak downstream demand, but the upstream losses may provide some support. The price is expected to oscillate [39] Synthetic Rubber - Continue to focus on the strategy of buying RU and selling BR. The butadiene inventory has increased, and the price is expected to oscillate strongly in the short term but may not maintain high prices [40] Methanol - The current supply - demand situation of methanol has improved slightly, and the inventory is gradually decreasing. Do not be overly bearish in the short term. Consider a slightly long - biased allocation for the far - term contracts after the inventory reduction is smooth [41][42] Caustic Soda - The near - term contracts of caustic soda are close to the real - world situation and are relatively weak, while the far - term contracts have many macro - positive expectations. Keep a bearish view on the main 03 contract [43] Asphalt - The asphalt price is expected to have a larger fluctuation range. The focus is on the price bottom after the winter - storage game [44] Polyester Industry Chain - The market benefits have been gradually realized, and the downstream negative feedback is increasing. Consider reducing long positions on rallies [44] Liquefied Petroleum Gas - The LPG futures price has entered the delivery logic. The supply is abundant globally, and the demand has both supporting and constraining factors. The price is expected to oscillate [47] Pulp - The pulp port inventory has decreased continuously, and the spot price is firm. The market sentiment has improved, but there may be hedging pressure. Wait and see in the short term [48] Logs - The log market fundamentals are oscillating, and the spot price has stabilized. The market is expected to maintain a weak supply - demand balance [49] Urea - The urea market is expected to oscillate. The upstream production reduction is positive for the market. Pay attention to the basis pressure when the futures expectations are too strong [50]

Group 1 - The Central Political Bureau of the Communist Party of China held a meeting to discuss the work report of the Central Commission for Discipline Inspection and the National Supervisory Commission, focusing on the construction of party conduct and anti-corruption work for 2026 [1] - During the 14th Five-Year Plan period, China's 5G user penetration rate increased from 15% to 83.9%, with gigabit broadband users rising from 6.4 million to 239 million, and mobile IoT users growing from 1.136 billion to 2.9 billion [1] Group 2 - The Ministry of Water Resources reported that the national irrigated farmland area has exceeded 109 million acres, an increase of over 5.3 million acres since the end of 2020 [2] - The National Defense Science and Technology University achieved a world record in magnetic levitation testing, accelerating a test vehicle weighing tons to 700 kilometers per hour in just two seconds [2] - The Ministry of Industry and Information Technology announced that the added value of the consumer goods industry above designated size grew by 3.7% year-on-year in the first 11 months, accounting for 26.4% of all industrial output above designated size [2] - The State Administration for Market Regulation responded to issues revealed by the "Antarctic Krill Oil" incident, highlighting problems with the non-standard behavior of enterprises in commissioned production and processing [2] - The "China Ice and Snow Economy Development Report (2025)" indicated that from 2016 to 2024, the scale of China's ice and snow industry increased from 364.7 billion yuan to 980 billion yuan, with an average annual growth rate of 21.09%, and is expected to exceed 1 trillion yuan by 2025 [2] - The Three Gorges Group announced that the first unit of the Zhejiang Tiantai Pumped Storage Power Station, the largest single-unit capacity pumped storage power station in China, has been connected to the grid, marking a significant breakthrough in hydropower equipment and engineering construction [2] Group 3 - The Ministry of Housing and Urban-Rural Development reported that from January to November, 25,800 old urban residential communities were newly started for renovation [4] - The Ministry of Veterans Affairs and the Ministry of Finance announced an increase in the standards for pensions and living allowances for certain veterans and other beneficiaries starting from August 1, 2025 [4] - The world's longest highway tunnel, the Tianshan Victory Tunnel, and the G0711 Xinjiang Urumqi to Weili Highway will open on December 26, reducing the driving time from Urumqi to Korla from 7 hours to 3.5 hours [4] - Beijing Yizhuang announced the hosting of a humanoid robot half marathon and the Beijing Yizhuang half marathon on April 19, 2026, with registration now open [4]

●围绕实现"十五五"时期目标任务做深做实政治监督，推动党员干部树立和践行正确政绩观，把党 中央重大决策部署落到实处●巩固拓展深入贯彻中央八项规定精神学习教育成果，推进作风建设 常态化长效化，持续深化群众身边不正之风和腐败问题集中整治，用更多可感可及的成果赢得群 众信任●把权力关进制度笼子，强化监督执纪问责，切实增强制度执行力●坚定不移推进反腐败斗 争，一步不停歇、半步不退让，深化标本兼治，一体推进不敢腐、不能腐、不想腐，不断增强治 理腐败综合效能●持续加强纪检监察工作规范化法治化正规化建设，着力锻造纪检监察铁军新华 社北京12月25日电 中共中央政治局12月25日召开会议，听取中央纪委国家监委工作汇报，研究部 署2026年党风廉政建设和反腐败工作。中共中央总书记习近平主持会议。会议指出，2025年，在 以习近平同志为核心的党中央坚强领导下，中央纪委国家监委和各级纪检监察机关深入学习贯彻 习近平新时代中国特色社会主义思想特别是习近平总书记关于党的建设的重要思想、关于党的自 我革命的重要思想，持续推进党风廉政建设和反腐败斗争，聚焦"两个维护"强化政治监督，扎实 开展深入贯彻中央八项规定精神学习教育，保持反腐败高压 ...

Core Points - The Central Political Bureau of the Communist Party of China held a meeting to discuss the construction of party conduct and anti-corruption work for 2026, chaired by General Secretary Xi Jinping [1][2] - The meeting emphasized the importance of adhering to Xi Jinping's thoughts on socialism with Chinese characteristics for a new era and the need for strict governance of the party [2] Group 1 - The meeting highlighted the need for the Central Commission for Discipline Inspection (CCDI) and various disciplinary inspection agencies to focus on political supervision and maintain a high-pressure stance against corruption [1][2] - It was noted that the CCDI aims to achieve full coverage of inspections across provinces and regions, enhancing the party and national supervision system [1][2] - The meeting called for the implementation of the "Year of Standardization, Legalization, and Regularization of Discipline Inspection and Supervision Work" to improve the quality of discipline inspection work [1][2] Group 2 - The meeting stressed the importance of achieving the goals set for the 14th Five-Year Plan period, ensuring that party members and officials adhere to the correct view of performance [2] - It was emphasized that the results of the education on the Central Eight Regulations should be consolidated and that efforts should be made to address corruption and misconduct affecting the public [2] - The meeting also discussed the upcoming Fifth Plenary Session of the 20th Central Commission for Discipline Inspection, scheduled for January 12-14 [2]

12月25日，中共中央政治局召开会议，听取中央纪委国家监委工作汇报，研究部署2026年党风廉政建设 和反腐败工作。 会议提到，坚定不移推进反腐败斗争，一步不停歇、半步不退让，深化标本兼治，一体推进不敢腐、不 能腐、不想腐，不断增强治理腐败综合效能。 北京青年报记者注意到，每年12月召开的中央政治局会议，都会研究部署次年的党风廉政建设和反腐败 工作。 2022年12月6日、2023年12月8日、2024年12月9日召开的中央政治局会议，除了分析研究次年经济工作 之外，都研究部署了来年党风廉政建设和反腐败工作。 多个信息值得关注。 第一，对省区市巡视全覆盖。 此次中央政治局会议，肯定了2025年中央纪委国家监委和各级纪检监察机关的工作，提到了"保持反腐 败高压态势，深入推进风腐同查同治，坚决整治群众身边不正之风和腐败问题，完成对省区市巡视全覆 盖"等。 其中，巡视是推进党的自我革命、全面从严治党的战略性制度安排，是党之利器、国之利器。 《中国共产党巡视工作条例》明确，党的中央和省、自治区、直辖市委员会实行巡视制度，设立巡视机 构，在一届任期内，对所管理的地方、部门、企事业单位党组织实现巡视全覆盖。 党的二十大以来 ...

中共中央政治局12月25日召开会议，听取中央纪委国家监委工作汇报，研究部署2026年党风廉政建设和反腐败工作。中共中央 总书记习近平主持会议。会议强调—— 中共中央政治局召开会议指出 2025年12月25日 中國 狗 網 網 巩固拓展 深入贯彻中央八项规定精神 学习教育成果, 推进作风建设常态化长效化, 持续深化群众身边 不正之风和腐败问题集中整治, 用更多可感可及的成里 赢得群众信任。 中共中央政治局召开会议指出 2025年12月25日 F 71 VI 强化监督执纪问责, 切实增强制度执行力。 中共中央政治局召开会议指出 2025年12月25日 坚定不移推进反腐败斗争, 步不停歇、半步不退让, 深化标本兼治, 体推进不敢腐、不能腐、不想腐, 不断增强治理腐败综合效能。 中共中央政治局召开会议指出 2025年12月25日 中國 狗闻網 WWW.CHINANEWS.COM.CN 把权力关进制度笼子, STATE WATER 持续加强纪检监察工作 规范化法治化正规化建设, 着力锻造纪检监察铁军。 中共中央政治局召开会议指出 2025年12月25日 [ 责编：袁晴 ] ...