Group 1 - The State Council will no longer approve the construction of ore dressing projects without self-built mines and supporting tailings utilization and disposal facilities [1] - The Ministry of Finance emphasizes the implementation of an active fiscal policy to continuously enhance the effectiveness and precision of macroeconomic regulation [1] - The scale of "West-to-East Power Transmission" is expected to exceed 420 million kilowatts by 2030 [1] Group 2 - The fifth set of listing standards for the Sci-Tech Innovation Board has been expanded, with Blue Arrow Aerospace's IPO application accepted [1] - Shanghai aims for the core industry scale of the low-altitude economy to reach approximately 80 billion yuan by 2028 [1] - During the New Year holiday, Chinese assets performed strongly [1] Group 3 - Warren Buffett has officially retired, stepping down as CEO of Berkshire Hathaway [1]

Group 1: Pharmaceutical Industry - The fourth batch of encouraged generic drug list includes 21 varieties and 47 specifications, covering areas such as anti-tumor, nervous system, assisted reproduction, and radioactive diagnosis [2] Group 2: Automotive Industry - BYD and SAIC Motor are projected to exceed cumulative automobile sales of 4.5 million units by 2025, with BYD's sales expected to grow by 7.73% to 4,602,436 units and SAIC's sales expected to grow by 12.32% to 4,507,518 units [2][5] Group 3: Environmental and Waste Management - The State Council issued a solid waste comprehensive management action plan aiming for significant results by 2030, including a comprehensive utilization of 4.5 billion tons of major solid waste and 510 million tons of major recycled resources annually [2] Group 4: Technology and Innovation - Beijing plans to enhance its pilot service capabilities to promote the integration of technological and industrial innovation, offering subsidies of up to 100 million yuan for new pilot platforms in key industries [2] Group 5: Energy Sector - OPEC announced it will maintain its production plan set in November 2025 and continue to suspend production increases in February and March 2026, citing stable global economic expectations and a robust oil market [3]

新浪财经"酒价内参"重磅上线 知名白酒真实市场价尽在掌握 重要新闻提示 文化和旅游部：元旦假期3天，全国国内出游1.42亿人次，国内出游总花费847.89亿元 海南离岛免税消费迎来新年"开门红"，元旦假期购物金额7.12亿元，同比增长128.9% 茅台集团：防范线上平台再次出现的以茅台名义发布的虚假招商信息 今日提示 中证指数有限公司今日发布中证全债指数（全价）等15条债券全价指数 4. 新华社1月4日消息，国家卫生健康委、工业和信息化部等部门1月4日公布，第四批鼓励仿制药品目录 收录21个品种、47个品规，收录药品涉及抗肿瘤、神经系统、辅助生殖、放射性诊断等领域用药。据介 绍，第四批目录继续以患者治疗需求为导向。针对我国企业研发薄弱环节，优先收录新靶点、新作用机 制产品。 5. 上海市人民政府网站1月4日消息，日前，上海市政府印发《上海市关于链接长三角加快建设低空经济 先进制造业集群的若干措施》的通知。通知提出，到2028年，上海低空经济核心产业规模达到800亿元 左右，形成低空新型航空器完整产业链体系，建设低空经济国家先进制造业集群，加快迈向比较优势凸 显的"世界eVTOL之都"。 公司新闻 1. 茅台集 ...

Group 1: Cultural and Tourism Sector - During the New Year's holiday, 142 million domestic trips were made in China, with total spending reaching 84.789 billion yuan, indicating a strong recovery in the tourism sector [1] - The number of inbound and outbound travelers reached 6.615 million, averaging 2.205 million per day, a year-on-year increase of 28.6% [1] Group 2: Retail and E-commerce - Hainan's duty-free shopping during the New Year holiday saw sales of 71.2 million yuan, a significant year-on-year increase of 128.9% [1] - The number of shoppers in Hainan's duty-free sector increased by 60.6% to 83,500, with 442,000 duty-free items sold, up 52.4% [1] Group 3: Corporate News - Moutai Group issued a warning regarding fraudulent investment solicitations using its name, emphasizing that it has not authorized any such activities [3] - Tianlong Co. announced plans to acquire a 32.2998% stake in Suzhou Haomibo Technology Co., along with a 100 million yuan capital increase, aiming to enhance its position in the automotive sensor market [3][4] - Longpan Technology plans to invest up to 2 billion yuan in a high-performance lithium battery project, with an initial phase targeting 120,000 tons of lithium iron phosphate capacity [4] Group 4: Technology and Innovation - Yushu Technology clarified that it is not involved in any "green channel" application for listing, stating that its listing process is proceeding normally [5] - Zhongjian Technology is initiating a project focused on "smart boutique" development, collaborating with leading terminal device providers to analyze application scenarios for quadruped and intelligent robots [5] Group 5: Market Trends and Insights - China Galaxy Securities highlighted that the A-share market is entering a critical data verification period, with potential volatility influenced by policy effects, macro data, corporate performance, and liquidity changes [7] - The report suggests focusing on three key areas: strategic resources and cyclical recovery, technology independence and new productivity, and domestic demand recovery [7]

机构认为，2025年12月下旬的上涨或许是本轮春季行情起点。 【财经日历】 国内航线燃油附加费下调 国新办就长江经济带发展十年工作进展和成效举行新闻发布会 | い） 盘前必读 | // 外盘怎么样 // | | | | --- | --- | --- | --- | | 名称 | 现价 | | 涨跌幅 | | 道琼斯工业平均 | 48382.39c 319.10 = | | 0.66% | | 纳斯达克指数 | 23235.63c -6.36 | | -0.03% | | 标普500 | 6858.47c 12.97 0.19% | | | 当地时间上周五，美股三大股指涨跌互现，截至收盘，道指涨0.66%，纳指跌0.03%，标普500指数涨0.19%。 日内龙头科技股以下跌为主，拖累纳指微幅收跌。奈飞收跌2.95%，微软跌2.21%，亚马逊跌1.87%，Meta跌1.47%，苹果跌0.31%，谷歌母公司Alphabet收高 0.69%。 另一方面，芯片股表现强劲。受益于存储芯片需求预测上调，费城半导体指数大涨4%。美光科技收涨10.52%，领涨芯片板块；荷兰光刻机巨头阿斯麦 （ASML）大涨8.78%，超威半 ...

Industry News - The Shanghai municipal government has issued measures to accelerate the construction of a low-altitude economy advanced manufacturing cluster, aiming for the core industry scale to reach approximately 80 billion yuan by 2028, forming a complete industrial chain for new low-altitude aircraft [4] - The revised regulations on the management of sales expenses for publicly raised securities investment funds have been officially released, increasing the redemption fee for holdings over 7 days but less than 30 days from 0.7% to 1%, which is expected to save investors 51 billion yuan annually and reduce the comprehensive fee rate of public funds by about 20% [4] - The commercial space sector is set to see a surge in launches of various commercial rockets in 2025, injecting strong momentum into China's space industry, with plans for manned lunar missions and the Chang'e 7 mission to search for water ice on the moon [4] Company News - Yushut Technology has responded to reports regarding its IPO, stating that it has not applied for any "green channel" related matters [7] - iMoutai announced that from January 4 until before the Spring Festival, the maximum quantity of the 2026 Flying Moutai liquor that can be purchased per person per day will be adjusted to 6 bottles [7] - Xingqi Eye Medicine announced that its application for the supplement of atropine sulfate eye drops has been approved [8] - Zhongkuang Resources announced the trial operation of its 30,000-ton high-purity lithium salt technical transformation project [9] - Shengyi Technology signed an investment intention agreement for a high-performance copper-clad laminate project worth 4.5 billion yuan [10] - The National Integrated Circuit Industry Investment Fund increased its stake in SMIC's H-shares from 4.79% to 9.25% as of December 29 [11] - Tiangong Technology plans to invest 2.32 billion yuan to acquire 54.87% of the shares of Suzhou Haomi Wave, entering the automotive intelligent driving, low-altitude flight, and robotics sectors [11] - Yanjiang Co. plans to acquire control of Yongqiang Technology, a high-frequency carrier board manufacturer, with its high-end products certified by Intel and Huawei [12] - Tongling Nonferrous Metals announced a delay in the second phase of the Mirador copper mine project, which is expected to impact the company's operating performance in 2026 [13] - Longpan Technology plans to invest 2 billion yuan to build a high-performance lithium battery cathode material project [14] - Bailong Oriental has released a performance forecast, expecting a year-on-year net profit increase of 46.34% to 70.73% in 2025 [14]

周菲（深圳大学粤港澳大湾区新兴产业发展研究院博士后） 龚晓峰（深圳大学中国经济特区研究中心特聘教授、粤港澳大湾区新兴产业发展研究院院长） "十五五"开局，广东需在现代化产业体系构建中拉长长板、补齐短板、锻造新板。改革、开放、创新是广东发展的三大重要因素，也是三大长 板，稳增长必须首先拉长长板。应继续弘扬改革开放精神、特区精神，以全面深化改革推动高质量发展。毋庸置疑，广东仍存在基础研究投入 仍待增加、关键领域前沿技术亟待突破、区域创新协同待深化、科技成果转化与高端人才不足等短板，需努力补齐，同时更要锻造新兴产业发 展、未来产业培育以及传统产业改造三大新板。 广东雄厚的产业基础与完善的创新生态，构成了"十五五"时期强化科技创新与产业创新深度融合的底气。广东不仅经济总量在"十四五"前四年 连续跨越12万亿、13万亿、14万亿元台阶，更培育了9个万亿级产业集群，人工智能核心产业规模超2200亿元、约占全国1/3，数字经济规模居 全国首位。在创新链条上，广东研发经费投入强度达3.6%左右，高新技术企业约7.7万家，居全国首位，形成"4个90%"的鲜明特色——约90% 的科研机构、科研人员、研发经费和发明专利申请来源于企 ...

Group 1 - The State Council issued the "Solid Waste Comprehensive Management Action Plan," aiming for significant results in solid waste management by 2030, including a comprehensive utilization of 4.5 billion tons of major solid waste annually and 510 million tons of major recycled resources [3] - The People's Bank of China released the "Non-Bank Payment Institutions Classification Rating Management Measures," which includes seven modules for classification rating, such as corporate governance and user rights protection [3] - The Ministry of Housing and Urban-Rural Development published opinions on improving housing quality, targeting significant advancements in housing standards and construction by 2030 [3] Group 2 - The Chinese Academy of Sciences announced a breakthrough in nuclear fusion research with the EAST device, confirming the existence of a density-free zone in tokamaks, which is crucial for high-density operation [4] Group 3 - UBS Wealth Management stated that advanced manufacturing and technological self-reliance will become new growth engines for the Chinese stock market in 2026, driven by increased R&D investment in the tech sector [6] - Citic Securities reported a positive outlook for the Chinese stock market in 2026, particularly in the technology sector, with expectations of a new systematic market trend [5] - Fidelity International highlighted the strong attractiveness of the Chinese market in 2026, driven by continuous policy support and rapid advancements in local enterprises [5] Group 4 - The Shanghai government aims to develop a low-altitude economy, targeting an industry scale of approximately 80 billion yuan by 2028, establishing a complete industrial chain for new low-altitude aircraft [8] - The report indicated that around 30 provinces have included "low-altitude economy" in their 14th Five-Year Plan, with various regions proposing to develop low-altitude applications [8] Group 5 - Hainan's duty-free sales saw significant growth during the New Year holiday, with sales reaching 712 million yuan, a 128.9% increase year-on-year, following the expansion of the zero-tariff policy [10] - China Duty Free Group is identified as a leading player in the domestic duty-free industry, while Caesar Travel is expanding its duty-free business through partnerships [11] Group 6 - Plentiful orders have been reported by Huazhong Microelectronics, with full operation of its production lines and plans for further investment to increase capacity [18] - The company has achieved significant growth in its third-generation semiconductor business, surpassing 100 million yuan in scale [18]

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 2026年欧股开门红，美股反弹艰难，芯片股力撑但特斯拉拖累。 周五，泛欧股指收创历史新高，ASML涨7%。三大美股指仅纳指未收涨、盘中曾齐跌。特斯拉收跌2.6%，软件股抵消多数芯片股涨势，Salesforce跌超 4%；英伟达涨超1%，三星劲敌美光涨10%。白宫推迟对部分家庭用品征关税后，家庭用品零售商RH涨近8%。 中概指数周五涨超4%，百度大涨15%，阿里涨超6%。离岸人民币低开高走，盘中涨超百点、逾两年半来首次涨破6.97。 外交部发言人就美国强行控制委内瑞拉总统马杜罗夫妇答记者问。中方呼吁美方确保马杜罗总统夫妇人身安全，立即释放马杜罗总统和夫人，停 止颠覆委内瑞拉政权，通过对话谈判解决问题。 俄罗斯强烈敦促美国释放马杜罗。 伊朗最高领袖: 应与抗议者进行对话，但骚乱行径必须得到制止。特朗普威胁"干涉伊朗骚乱"，伊朗高官回应：美国干涉伊朗内部事务将"破坏整 个地区稳定"。 商品基准指数"重置"在即，面临抛售风险，金银开年"冲高回落"。 宇树科技澄清：我司未涉及申请"绿色通道"相关事宜，上市工作正常推进。 雷军260分钟"拆 ...

Government Initiatives - The State Council is accelerating the introduction of comprehensive management measures for the recycling of new energy vehicle power batteries, as part of the Solid Waste Comprehensive Management Action Plan [2] - Ten departments, including the State Administration for Market Regulation, have released the "Green Product Certification and Labeling Management Measures," defining green products based on their resource, energy, environmental, and quality attributes [2] Transportation and Data Integration - The Ministry of Transport is promoting the integration of transportation data with resources from public security, energy, tourism, satellite remote sensing, and other sectors to enhance public services and support traditional industry transformation [3] Technological Advancements - Beijing has published an updated directory of green low-carbon advanced technologies, which includes 168 technologies aimed at promoting their application [4] - Shanghai aims to cultivate and attract ten leading enterprises in eVTOL, industrial-grade drones, and new energy aviation by 2028, targeting a core industry scale of approximately 80 billion yuan [4] Energy Sector Developments - China's largest oil and gas field, Changqing Oilfield, has maintained a natural gas production of over 50 billion cubic meters for four consecutive years, with an expected annual output of 51.42 billion cubic meters in 2025 [7]