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 ...

Core Viewpoint - The Chinese government is advancing green consumption through a comprehensive set of initiatives aimed at promoting sustainable practices across various sectors, including appliances, automobiles, and food services [1] Group 1: Government Initiatives - The Ministry of Commerce has outlined 20 measures across seven areas related to green consumption, focusing on product supply, consumption patterns, and recycling [1] - The Ministry of Ecology and Environment plans to promote the construction of "waste-free cities" in approximately 200 cities during the 14th Five-Year Plan period [1] - The State Administration for Market Regulation will enhance national standards for energy and water efficiency labeling and encourage internet platforms to offer "green dining" service labels [1] Group 2: Agricultural Focus - The Ministry of Agriculture and Rural Affairs aims to increase the supply of green and high-quality agricultural products, emphasizing green, organic, and geographical indication products [1] - A special directory of local specialty products for the Spring Festival will be released to facilitate consumer access to green and distinctive products [1]

Core Viewpoint - The recent notification from the Ministry of Commerce and nine other departments emphasizes the importance of green consumption as a key driver for low-carbon practices, new consumption momentum, and industrial upgrades [1] Group 1: Green Consumption Initiatives - The Ministry of Commerce is leveraging large-scale consumer goods replacement programs to promote green consumption, with a target of 18.3 million vehicles replaced from 2024 to 2025, nearly 60% of which will be new energy vehicles [2] - The policy is expected to generate sales of 3.92 trillion yuan in consumer goods, benefiting nearly 500 million consumers and effectively promoting the growth of green and smart product consumption [2] - The initiative includes subsidies for high-efficiency green appliances, green home products, and new energy vehicles to stimulate demand and facilitate a circular economy [2] Group 2: Specific Measures for Green Consumption - The notification outlines 20 specific measures across seven major areas to address challenges in green consumption, including inconsistent product standards and inadequate incentive mechanisms [3] - Measures include expanding the supply of green agricultural products and appliances, enhancing service consumption's green content, and establishing a universal green consumption points system [3] - The initiative aims to strengthen recycling systems and reduce single-use plastic products, promoting a more sustainable consumption environment [3] Group 3: Resource Recycling and Utilization - The Ministry of Commerce will support the establishment of high-value recycling projects for renewable resources, focusing on optimizing sorting center construction to improve efficiency and reduce waste [4][5] - Local governments are encouraged to provide policy support for the construction and renovation of sorting centers, enhancing the recycling network's quality [5] Group 4: Standards and Regulations - The State Administration for Market Regulation has published 40 national standards for green product evaluation and 66 standards for energy and water efficiency, supporting the implementation of the consumer goods replacement policy [6] - The administration has also intensified enforcement actions against violations related to energy and water efficiency labeling, ensuring market order and consumer rights [6][7] Group 5: Waste Management and Urban Development - The Ministry of Ecology and Environment is promoting "waste-free city" initiatives, aiming to transform waste into resources and enhance recycling capabilities [8] - As of now, 113 cities have initiated "waste-free" construction, with plans to expand this to around 200 cities during the 14th Five-Year Plan period [9] Group 6: Seasonal Consumption Promotion - The Ministry of Agriculture and Rural Affairs is launching initiatives for the New Year and Spring Festival, including the release of a directory of local specialty products to guide consumers towards green and quality products [10][11] - Activities will include themed consumption events and promoting healthy eating habits, aiming to meet the diverse and high-quality consumption needs of urban and rural residents during the festive season [11]

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].

为满足城乡居民绿色化、高品质以及丰富多样的节日消费需求，近期，农业农村部以"品特产、寻年 味"为主题，在全国部署开展元旦、春节"两节"促消费工作。据介绍,农业农村部将发布一批"土特产"品 牌年货目录，为消费者提供清晰可靠的消费指引，方便消费者选购绿色、特色年货产品；组织一批节日 主题消费活动，举办年货大集，开展"年味"直播带货，推动绿色优质农产品走进更多家庭；提升一批农 文旅融合消费活动，结合传统年俗，非物质文化遗产和群众性文体活动，打造一批沉浸式、体验式节日 消费场景；举办一批消费帮扶对接活动，引导社会各界购买欠发达地区绿色优质农副产品，营造温暖节 日氛围。（新华社） ...

Group 1 - The core viewpoint is that China's "old-for-new" policy is expected to drive consumer goods sales of 3.92 trillion RMB from 2024 to 2025, benefiting 494 million consumers [1] - The policy aims to replace 18.3 million old cars, with nearly 60% being new energy vehicles, and to replace 192 million home appliances, with over 90% being of first-level energy efficiency [1] - The initiative is part of a broader strategy to promote green consumption, with an expected annual growth rate of 45.8% in scrapped vehicle recycling, and 3.968 million used cars traded [1] Group 2 - The construction of green malls, restaurants, and catering services is being promoted in retail, dining, and accommodation sectors, encouraging energy-saving renovations and the use of low-carbon products [2] - As of now, there are 1,161 green malls and 3,500 green restaurants cultivated nationwide [2]