据悉，下一步，国家发展改革委将会同各有关部门，充分发挥"两新"部际联席会议制度作用，强化统筹 推进和跟踪调度，组织地方合理把握工作节奏，均衡有序使用补贴资金，全链条强化资金监管，平稳有 序实施消费品以旧换新政策，持续释放"两新"政策效能。 （文章来源：新华社） 记者12月30日从国家发展改革委获悉，为优化实施"两新"政策，做好政策平稳有序衔接，满足元旦、春 节等旺季消费需求，近日，国家发展改革委会同财政部，已向地方提前下达2026年第一批625亿元超长 期特别国债支持消费品以旧换新资金计划。 ...

（来源：消费日报官方平台） 转自：消费日报官方平台 近期，多部门召开工作会议，梳理总结2025年工作，研究部署2026年重点任务。2026年收入、消费、住 房、生育等方面将有哪些变化，一起来看。 明年继续实施更加积极的财政政策 根据全国财政工作会议，2026年继续实施更加积极的财政政策。 一是扩大财政支出盘子，确保必要支出力度。 二是优化政府债券工具组合，更好发挥债券效益。 根据全国财政工作会议，2026年，财政将大力提振消费。深入实施提振消费专项行动，继续安排资金支 持消费品以旧换新，调整优化补贴范围和标准。 根据全国发展和改革工作会议，2026年，优化实施消费品以旧换新政策，积极扩大服务消费，加快清理 消费领域不合理限制性措施，推动消费供给提质升级。 多措并举促进投资止跌回稳 适当增加中央预算内投资规模 根据全国发展和改革工作会议，2026年，多措并举促进投资止跌回稳。充分发挥"两重"建设、新增地方 政府专项债券等各类政府投资资金作用，适当增加中央预算内投资规模，继续发挥新型政策性金融工具 作用，不断提高投资效益。面向"十五五"谋划实施重大工程项目。深入实施促进民间投资发展的若干措 施，有效激发民间投资活 ...

3、贵金属，回调还是反转？ 如有疑问请以音频内容为准，添加妙投小虎哥微信：miaotou515，入群有机会与董小姐进一步交流。 本篇评级为★★★，主要围绕以下内容展开： 新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。 1、看懂这个官方暗示，看懂汇率方向； 1、看懂这个官方暗示，看懂汇率方向 2、2026年人民币国际化推进，投资市场有何机会？ 今天国内的市场有点原地踏步，我们一起来看一下有哪些支撑因素或压力出现了新变化。 首先，我们关注政策层面最近的一些新表态。第一个值得关注的是财政部召开的全国财政工作会议。虽 然会议并未透露总量层面的具体数字指标——比如特别国债的发行额度或明年的赤字率——但目前市场 上普遍预期，等到明年3月正式公布相关指标时，总量相比今年只会增加、不会减少。因此，整体基调 仍属支持性。 其中有一个细节值得特别留意：在全国财政工作会议结束后发布的新闻稿中，有一句话明确承诺"将继 续安排资金支持消费品以旧换新"，但会"调整和优化补贴的范围和标准"。被扩大覆盖的范围很可能包 括一些服务性消费，这正是2026年的重头戏，也可能成为消费市场中的增量亮点。这项政策具有延续 性，因此在有了这 ...

Group 1 - The core viewpoint of the article emphasizes that the Ministry of Finance will focus on boosting consumption in the upcoming fiscal policy for next year, with a key initiative being the support for the replacement of old consumer goods with new ones [1] - The Ministry will continue to allocate special funds to provide solid financial backing for this initiative, making it easier for consumers to replace their desired products [1] - The subsidy scope and standards will be adjusted and optimized to better align with market demands and consumer expectations, enhancing the effectiveness of the subsidy policy to further stimulate consumption [1] Group 2 - As of now, there are over 230,000 existing and operational enterprises related to material recycling in China, indicating a significant industry presence [1] - The provinces with the highest number of material recycling enterprises are Guangdong, Shandong, and Jiangsu, with over 25,000, 23,000, and 19,000 enterprises respectively [1] - Following these provinces, Hebei and Anhui also have a notable number of material recycling enterprises [1]

Group 1 - Moutai's Chairman Chen Hua emphasizes the need to focus on "where to buy" and "who will buy" to enhance channel networks and consumer experience for 2026 [2][6] - ST Huluwa has received a notice from the China Securities Regulatory Commission regarding suspected violations of information disclosure laws, with ongoing operations unaffected [2] - Vanke's recent failure to secure debt extensions indicates a strategy of "buying time" to restructure debts amid challenges related to its cooperative development model [4] Group 2 - A new breakthrough in late-stage Alzheimer's treatment has been achieved through the development of compounds that regulate glucose metabolism, providing new insights for treatment [3] - The total grain production in China has reached a record high of 1.43 trillion jin, marking a 1.2% increase from the previous year [7] - Over 12,000 private equity securities investment funds have been registered this year, showing a significant increase compared to the previous year, with stock strategies dominating the market [8] Group 3 - The Ministry of Finance plans to enhance educational funding and establish a new mechanism for allocation based on changes in school-age population [9] - The Ministry of Finance will continue to support consumer goods replacement programs to stimulate consumption in the upcoming year [10] Group 4 - Aerospace Development's subsidiary focused on commercial low-orbit satellite operations reported that its revenue accounted for less than 1% of the company's total revenue in the first three quarters of 2025 [5] - The global first vertical large language model "Ruixue" has been launched in Jiangsu, marking a significant advancement in agricultural technology [6]

2025年12月29日 星期一 农历乙巳年 十一月初十 ＝＝本期热点＝＝ ●长春世界雕塑园冰雪艺术天地启幕 ●"创青春"吉林省大学生直播电商创业大赛决赛收官 吉林 晴 0℃/-17℃ 四平 晴 0℃/-22℃ 辽源 晴 -3℃/-21℃ 通化 晴 0℃/-16℃ ●今天白天，全省晴有时多云。中西部地区有4～5级西南风转3～4级偏西风，瞬间风力可达7级，其他 地区有3级左右偏西风。 长春 晴 -4℃/-21℃ ●农安县第三届太平池冰雪美食禧乐汇暨黄龙府·太平雪韵演唱会开幕 ●财政部表示明年继续安排资金支持消费品以旧换新 ●2026春晚分会场发布，快来看看有没有你的家乡？ 白山 晴 -2℃/-18℃ 松原 晴 -5℃/-21℃ 白城 晴 -7℃/-18℃ 延吉 晴 -4℃/-13℃ 长白山保护区 晴 - 2℃/-19℃ ●"三匹冰马各有各的精彩，还没进园就感觉艺术气息扑面而来。"12月27日，长春世界雕塑园冰雪艺术 天地正式拉开帷幕，一位游客在入口处兴奋地表示。这里通过"三点八区"的精心布局，为市民游客开启 了一场沉浸式的冰雪艺术之旅。除了静态观赏，园区更注重全龄互动体验。长春世界雕塑园是国家5A 级旅游景区，此 ...

Core Viewpoint - The Central Economic Work Conference emphasizes the continuation of a more proactive fiscal policy to support economic growth and social development in 2025 [1] Group 1: Fiscal Policy Implementation - The Ministry of Finance plans to maintain strong expenditure intensity and support key projects while increasing investment in basic research and enhancing social welfare measures [1][3] - In 2025, the fiscal policy will focus on a "combination punch" approach, integrating various strategies to boost economic performance [1] Group 2: Economic Growth and Consumer Support - Fiscal funds amounting to 16.9 billion yuan have been allocated for consumer goods replacement programs, contributing to a 5.5% year-on-year increase in retail sales in Sichuan province [2] - The proactive fiscal policy has been instrumental in ensuring stable economic development and addressing key areas of concern [2] Group 3: Future Fiscal Focus Areas - The fiscal strategy for next year will prioritize domestic demand, support for technological and industrial innovation, and promote urban-rural integration [3][4] - There will be a strong emphasis on enhancing basic social services, improving education and healthcare, and expanding social security systems [4] Group 4: Fiscal Management and Accountability - The conference highlighted the need for improved fiscal management and accountability, with a focus on zero-based budgeting and strengthening departmental responsibilities [5][6] - The government aims to maintain the "three guarantees" (basic livelihood, wages, and operational stability) while managing risks associated with hidden debts [5] Group 5: Reform and Oversight - The fiscal policy will combine steady implementation with bold exploration, aiming to deepen tax and fiscal reforms while enhancing asset management and financial supervision [6]

Core Viewpoint - The Ministry of Finance is set to continue funding the national consumption subsidy program ("Guo Bu") in 2026, with adjustments to the subsidy scope and standards aimed at boosting consumer spending [2]. Group 1: Policy Updates - The "Guo Bu" policy will continue in 2026, with a focus on enhancing consumer spending through special actions and financial support [2]. - The scope of the "Guo Bu" has been continuously optimized since its implementation in 2024, expanding to include more products and services [3]. Group 2: Subsidy Details - In 2024, the "Guo Bu" primarily covers eight categories of household appliances and vehicle scrappage, with significant expansions in 2025 to include additional appliances and digital products [3]. - The subsidy standards for scrapping vehicles have been increased, with the subsidy for qualifying electric vehicles rising from 10,000 yuan to 20,000 yuan, and for qualifying fuel vehicles from 7,000 yuan to 15,000 yuan [3]. Group 3: Funding Sources - The funding for the "Guo Bu" mainly comes from the issuance of ultra-long-term special government bonds, with 150 billion yuan issued in 2024 and an increase to 300 billion yuan in 2025 [3]. Group 4: Expert Opinions - Experts suggest that the effectiveness of the "Guo Bu" has declined due to previous demand being pulled forward and recommend shifting focus from goods to service consumption, as well as increasing cash and digital currency subsidies [4].

特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 发展消费新业态新模式，促进服务消费 。同时，积极扩大有效投资， 加大对新质生产力、人的全面发展等重点领域投 入 。 加快推进全国统一大市场建设， 规范税收优惠、财政补贴政策 。 遗憾的是，从报道中我们没有看到对 仪器设备更新政策的明确提及 。 前 面 我 们 发 文 《 中 央 定 调 2026 年 " 继 续 设 备 更 新 " ， 一 省 已 发 文 推 进 相 关 工 作 》 中 提 到 中 央 经 济 工 作 会 议 在 部 署 2026年经济工作时提及，明年" 坚持内需主导，建设强大国内市场 " 要优化"两新"政策实施 。 "两新"政策，是指 大规模设备更新 和消费品以旧换新政策。 所以，明年仪器设备更新采购的政策目前还未明朗，小编会继续更近为大家带来第一时间的政策进展报道。 ↓ ↓ 加入行业讨论群 ↓ ↓ 全国财政工作会议日前在北京召开。 会议强调， 2026年要 继续实施更加积极的财政政策， 扩大财政支出盘子，确 保必要支出力度；同时，持续 优化支出结构，强化重点领域保障，提高政 ...

责编：刘珺宇 校对： 廖胜超 财政部表示明年继续安排资金支持消费品以旧换新 财政部部长蓝佛安在12月27日至28日举行的全国财政工作会议上表示，明年财政将大力提振消费。深 入实施提振消费专项行动，继续安排资金支持消费品以旧换新，调整优化补贴范围和标准。 来源：新华社 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 F 百万用户都在看 重大利空！突然宣布：取消！ 大跌超80%！A股公司，紧急报警！ 凌晨！全线大涨！美联储，突发警告！ 2026年A股休市安排来了 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com ...