本报（chinatimes.net.cn）记者刘凯 北京报道 2025年，在消费品以旧换新政策的强劲驱动下，我国汽车消费市场与产业升级迎来了历史性突破。商务 部数据显示，全年汽车以旧换新总量超过1150万辆，带动相关商品销售额突破2.6万亿元。值得一提的 是，在政策的精准引导下，新能源汽车销售占比大幅攀升，产业绿色转型驶入"快车道"。 新能源汽车引领市场，消费升级态势显著 2025年，汽车以旧换新政策成为推动国内消费市场扩量提质的核心支柱。政策通过财政补贴与便利化服 务，精准释放了居民对汽车，特别是绿色、智能汽车的升级需求，实现了"量"的稳健增长与"质"的飞跃 式突破。 这一突破最直观、最深刻的体现，莫过于新能源汽车市场地位的革命性提升。数据显示，在2025年通过 以旧换新售出的汽车中，新能源汽车占比接近60%。这一强大驱动力，直接带动新能源乘用车零售市场 份额连续9个月超过50%，并在11月达到59.4%的历史高点。这意味着，每两辆通过以旧换新购置的家用 新车中，就有一辆以上是新能源汽车。由此来看，政策已超越单纯的市场激励，成为推动国家能源战略 落地、引导全社会向绿色出行转型的关键政策工具。它清晰地表明，中 ...

Company Overview - The history of Guojijiangong dates back to 1958 with the establishment of the Luoyang Bearing Research Institute and Zhengzhou Abrasives Research Institute, and it was listed on the Shenzhen Stock Exchange in 2005 [2] - The company focuses on precision manufacturing, driven by technological innovation, providing key products, technologies, and services that meet national strategic needs [2][3] - Guojijiangong operates in five major business segments: new materials, basic components, machine tools, high-end equipment, and supply chain management [3] Business Performance - In the first three quarters of 2025, the company achieved operating revenue of CNY 2.296 billion, a year-on-year increase of 27% [3] - The gross profit totaled CNY 797 million, up 20% year-on-year, while net profit reached CNY 245 million, reflecting a 15.4% increase [3] - The core products, special and precision bearings, and superhard materials saw revenue growth exceeding 50%, primarily driven by the wind power bearing business [3] Key Business Segments Bearing Business - The special bearing segment is a key profit driver, with a market share of over 90% in the aerospace sector [4] - The wind power bearing business has shown strong growth, with the company developing significant products like the 8 MW and 18 MW wind power bearings [4][5] Abrasives Business - The superhard materials segment continues to grow, with the company being a pioneer in the industry since 1963 [5] - Key products include thin cutting wheels and diamond tools, which serve critical sectors such as semiconductors and automotive [5] Operational Highlights - The company has seen continuous improvement in core financial metrics, including profit margins and return on equity [6] - A dual growth strategy is in place, focusing on traditional core products and rapidly developing emerging businesses [6] - The company has established a robust talent development system, with over 800 technical personnel, including 700 with master's degrees or higher [7] Future Outlook - Guojijiangong aims to consolidate its existing advantages in bearings and abrasives while exploring new high-growth areas [8] - The company plans to enhance its product offerings in commercial aerospace and humanoid robotics, targeting high-value products [8] - A long-term shareholder return strategy is in place, with a target dividend payout ratio of no less than 40% [8][9] - The company is committed to transparent governance and investor relations, enhancing trust and understanding of its core value drivers [9]

1月8日，创业板医药ETF国泰（159377）盘中涨超1.7%，创新驱动与政策优化或成行业复苏关键。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 中泰证券指出，2025年医药生物行情由AI+和创新药推动，反映出中国创新能力的质的飞跃及出海逻辑 兑现。尽管Q4出现阶段性回调，但行业经历政策改革和治理阵痛后正逐步复苏，2026年有望延续创新 驱动和产业升级的行情。医疗器械板块在2025年出现基本面拐点，部分细分领域呈现困境反转机会，预 计2026年将延续这一趋势。CRO/CDMO行业内外需共振，需求端随全球投融资恢复而改善，供给端逐 步出清，行业盈利能力有望快速修复。政策端持续支持创新，国家药监局发布《优先审批高端医疗器械 目录（2025版）》，进一步优化审评审批机制，推动高端医疗器械创新发展。 每日经济新闻 创业板医药ETF国泰（159377）跟 ...

Group 1 - The core viewpoint indicates that the lead market is experiencing a downward trend due to a combination of weak supply and demand dynamics, with prices expected to remain under pressure in the short term [1][2] - The overnight London lead futures closed at $2058.5 per ton, down $12.5, reflecting a 0.6% decline, with trading volume at 16,127 lots and open interest at 183,753 lots [1] - The market sentiment is cautious, influenced by strong dollar performance and geopolitical risks, leading to decreased trading activity and a "price drop-volume shrinkage" feedback loop [2] Group 2 - The upstream raw material sector is facing tight supply due to seasonal production cuts, while the smelting segment is experiencing inventory accumulation due to weak downstream demand [1][2] - The lead-acid battery industry is currently in a seasonal downturn, with operating rates declining and procurement nearly halted, relying only on minimal storage needs for support [1] - Long-term industry trends suggest a strategic shift by leading companies towards new materials, indicating potential for industrial upgrades despite current market challenges [2]

与此同时，1月7日沪深两市成交额2.85万亿元，较上一个交易日放量476亿元，成交额连续2个交易日超 2.8万亿元。 在此火热行情之下，多家券商机构对2026年股票市场表现表达乐观预期。其中，中信证券预计，2026年 万得全A全年涨幅5%—10%。同时，科技主线或仍将表现，其中AI叙事将向纵深演绎，持续主导科技板 块价值重塑。 A股全年或上行VS宽基指数波动率下行 展望2026年全年，机构普遍看好A股市场。 中信证券认为，国际方面，2026年中美关系有望维持阶段性平衡。国内方面，"十五五"期间中国经济增 长中枢或达4.8%左右。 "我们认为，政策聚焦构建现代化产业体系，有望实现'一子落而满盘活'的效果，科技创新、产业升级 以及综合整治'内卷式'竞争有望取得显著成效。"中信证券展望2026年，预计中国宏观经济呈现结构分 化下的温和修复态势，全年经济增速或达4.9%，出口保持韧性，投资逐步回暖，商品消费短期承压。 中经记者 罗辑 北京报道 2026年1月7日，上证指数创下十四连阳，盘中触及4098.78点，极端逼近4100点整数关口。 在此判断下，A股市场表现方面，中信证券预计，2026年万得全A全年涨幅5%—1 ...

Group 1 - The core viewpoint of the articles highlights the ongoing energy transition in Shanxi, where various regions are adopting different strategies to maximize the value of coal resources while moving towards a more efficient, clean, and intelligent energy model [1][2] - Changzhi focuses on high-end coal chemical industry, projecting a total output value of 71.5 billion yuan by 2024, maintaining its position as the leader in the province [1] - Jincheng is advancing in the green development of coalbed methane, leading the province in production for four consecutive years [1] - Datong is investing in intelligent mining, having established multiple smart mines [1] Group 2 - The transition in Shanxi is heavily reliant on financial support, as significant capital is required for technological upgrades and extensive pipeline projects, which cannot be sustained solely by the enterprises' own funds [1] - The rise of new energy companies presents an opportunity for financial institutions to optimize their credit structures, enabling banks to diversify their lending while supporting industrial upgrades [2] - A systematic financial support framework is being established, with the People's Bank of China in Shanxi actively promoting monetary policies to guide financial support for high-end intelligent green mining construction [2] - Local governments are implementing specific financial support measures, such as Changzhi's financial support index system for modern coal chemical transformation and Jincheng's multi-department communication mechanisms [2] - The overall approach in Shanxi demonstrates that the transformation of resource-dependent regions can be achieved through technological innovation and financial empowerment, extending the value chain and broadening application scenarios [2]

Core Viewpoint - The chemical ETF Tianhong (159133) has shown significant trading activity and net inflow, indicating investor interest in the sector, particularly in emerging fields like new energy materials and high-performance plastics [1][2]. Group 1: ETF Performance - As of January 7, 2026, the chemical ETF Tianhong (159133) had a turnover rate of 5.12% with a transaction volume of 36.0252 million yuan [1]. - The ETF experienced a net subscription of 15 million shares throughout the day, contributing to a total scale of 718 million yuan and a total share count of 622 million, both reaching new highs since its inception [2]. - Over the past six days, the ETF has seen a cumulative net inflow of 104 million yuan [2]. Group 2: Market Trends - The underlying index, the CSI Sub-Industry Chemical Theme Index (000813), declined by 0.54%, while individual stocks within the ETF showed mixed performance, with Tongcheng New Materials (603650) leading with a 10% increase [1]. - Lithium carbonate prices have surged, with the main futures contract reaching 142,300 yuan per ton, marking a 4.54% increase and continuing a trend of price recovery driven by tight supply and demand in the energy storage sector [2][3]. Group 3: Industry Outlook - The growth potential in emerging sectors such as new energy materials and bio-based chemicals is highlighted, with leading companies expected to enhance their global competitiveness through increased R&D and improved supply chain management [2]. - Market analysts suggest that the long-term demand for lithium carbonate remains robust, supported by growth in energy storage and electric vehicle applications, despite potential price volatility due to supply chain uncertainties [3][4]. - The Chinese government is expected to introduce measures to stabilize growth in the petrochemical industry, which may benefit leading companies as the industry adjusts to improved supply-demand dynamics [4].

Group 1 - The core focus of the provincial economic work conference is to ensure high-quality development and to implement effective measures for economic growth in Fushun [1] - Fushun aims to expand investment and promote consumption as key strategies for the "14th Five-Year Plan" [1] - The city plans to initiate over 120 projects with an investment of over 100 million yuan each within the year [1] Group 2 - Fushun will implement actions for high-quality development of key industrial chains, focusing on increasing production and efficiency of high-end products [2] - The city is set to support 200 enterprises in digital transformation within the year [2] - New measures to improve the business environment include optimizing processes and enhancing service quality for enterprises [2] Group 3 - Fushun is committed to hosting the "15th Winter" snow sports events and will develop the Longgang Mountain Ski Resort to meet testing conditions by October [3] - The city plans to create 30 distinctive ice and snow scenes and host 100 related activities to promote the ice and snow industry [3] - Urban renewal projects include comprehensive governance of the Xilu open-pit mine and significant infrastructure improvements [3]

Group 1 - The core viewpoint of the articles highlights the successful cultivation and marketing of "Jelly Oranges" and tea in Qianxinan Prefecture, showcasing the growth of local agricultural products and their impact on the community [2][3] - The cultivation of Jelly Oranges has gained popularity due to their outstanding quality, leading to increased demand from both old and new customers, indicating a strong market presence [2] - The establishment of a technical consulting station by local farmers aims to enhance agricultural practices and support surrounding farmers, demonstrating a collaborative approach to improving the industry [2] Group 2 - The historical significance of citrus cultivation in Qianxinan, with nearly 400 years of history, has been leveraged to promote brand advantages and drive industry upgrades [2] - The introduction of modern agricultural facilities, such as transportation tracks and intelligent sorting lines, has contributed to the improvement in both quantity and quality of citrus products [2] - The tea industry in the region is also experiencing growth, with meticulous care and preparation for future production, indicating a diversified agricultural strategy [3]

本报讯（杨爽 记者薛婧）6日至7日，东北地区国家高新区联盟协同发展交流会在哈尔滨召开。会议 以"科创赋能冰雪经济 聚力培育新质生产力"为主题，由工信部火炬中心东北中心指导，哈尔滨高新区 管理委员会承办，东北地区国家高新区联盟成员单位共同参与。 7日，东北高新区联盟与哈工大联合召开产业供需对接会，会议以培育新质生产力为核心目标，围绕各 高新区具体产业需求与技术攻关难题，组织哈工大机电工程学院多支具备产业化条件的科研团队与天合 富奥汽车安全系统（长春）有限公司进行精准对接，旨在构建校企协同转化机制，进一步加强高校、国 家高新区和高新技术企业协同发展，落地一批科技创新成果，推动科技创新与产业创新深度融合，为发 展新质生产力提供有力支撑。 （来源：黑龙江日报） 交流会紧扣时代脉搏，锚定"科技创新驱动、联盟聚力赋能"核心方向，以冰雪经济为重要应用场景，以 推动"双高协同"、加速培育新质生产力为根本目标，充分发挥国家高新区作为创新驱动发展主阵地、产 业转型升级主力军的作用，牢固树立"东北高新区一盘棋"思想，深度整合区域科创资源，推动科技创新 链与产业链深度融合。力争通过牵头构建更加紧密的联盟协作机制，实现跨区域资源共享、 ...