Group 1: Policy Overview - The Ministry of Commerce and 9 other departments issued the "Notice on Implementing Green Consumption Promotion Actions" to enhance the green consumption incentive mechanism and promote widespread green consumption behavior[2] - The notice focuses on three main areas: strengthening the supply of green products, cultivating new growth points for green consumption, and optimizing the green consumption environment[3][4] Group 2: Key Measures - It emphasizes enhancing the supply of green agricultural products, promoting green home appliances, and improving the quality of green services in sectors like dining and accommodation[3] - The notice proposes the establishment of a universal green consumption points system to encourage green purchasing and support public services for points users[4] - It advocates for the development of a green recycling system to reduce single-use plastics and promote the circulation of second-hand goods[4] Group 3: Policy Evolution - The green consumption policy has evolved from focusing on energy-saving appliances and electric vehicles in 2016 to now including green agricultural products and services like green housekeeping and accommodation[5] - The policy mechanism has shifted from "single incentives" to a "systematic collaborative empowerment" approach, integrating incentives, guarantees, and regulations[9] Group 4: Implementation and Risks - The notice aims to cover the entire supply chain, from production to circulation and recycling, ensuring a comprehensive approach to green consumption[9] - Risks include potential underperformance in policy implementation and misunderstandings regarding the policy[10]

Group 1: Green Consumption Initiatives - The Ministry of Commerce will focus on key areas and links of green consumption, continuously driving new demand and supply [1] - The "old-for-new" policy for consumer goods will be a significant measure to promote green consumption, with subsidies for high-efficiency green appliances, green home products, green building materials, and new energy vehicles [5] - As of now, 1,161 green malls and 3,500 green hotels have been cultivated across the country, with e-commerce platforms establishing green cooperation alliances to promote small and medium-sized businesses' participation in green transformation [6] Group 2: Recycling and Resource Utilization - The Ministry of Commerce will support the construction of high-value recycling projects for renewable resources and optimize sorting center construction to foster green circular consumption [8] - Sorting centers are identified as a core downstream link in the recycling system, with improvements in sorting efficiency and reduction of losses being key objectives [9] - The Ministry will encourage local governments to provide policy support for the construction and renovation of sorting centers, driving high-quality development in the recycling industry [11] Group 3: Waste Management and Urban Development - The Ministry of Ecology and Environment aims to promote the construction of around 200 "waste-free cities" during the 14th Five-Year Plan period to support green consumption [14] - Since the pilot program began in 2018, 113 cities and 8 regions have initiated "waste-free city" construction, with a total of 5 billion yuan allocated for the recycling of approximately 100 million old appliances, resulting in over 3 million tons of recycled resources [17] - The Ministry of Ecology and Environment will facilitate the recycling and reuse of waste materials to enhance green consumption [19] Group 4: Agricultural Development and Green Products - The Ministry of Agriculture and Rural Affairs will increase the supply of high-quality green agricultural products and regularly conduct consumption promotion activities [19] - By the end of 2025, the total number of certifications for green, organic, and geographical indication agricultural products is expected to exceed 88,000, with standardized production areas for green food reaching 20.5 million acres [21] - Over 1,600 billion yuan in sales of green high-quality agricultural products has been driven by various promotional activities [24]

人民日报海外版记者 王俊岭 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，在国新办举行的新闻发布会上，商务部相关负责人表 示，将会同有关部门加强统筹协调，细化落实举措，推动各项政策措施落地见效，促进生产方式和生活 方式绿色化，把绿色低碳理念贯穿到各个环节，为经济社会高质量发展注入绿色动能。 优化绿色消费环境 开展绿色消费是顺应消费升级趋势、培育消费新增长点的有力举措。商务部副部长盛秋平说，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，绿色消费的环境持续优化。但也面临着绿色产品标准不一、激励机制不完 善、绿色消费意识不强等问题。《通知》围绕绿色消费全链条明确了七方面20项举措。 丰富民生保障领域优质供给。加大绿色农产品供应，推广绿色家电家装，完善能效水效标准，促进 汽车绿色消费。提升绿色服务消费，发展绿色餐饮、绿色住宿、绿色家政，推广使用可降解的餐盒、包 装袋、客房耗材，创新家政服务模式。 培育绿色消费的新增长点。打造绿色供应链，推广绿色采购、绿色产 ...

新华社北京1月6日电，商务部等9部门日前发布关于实施绿色消费推进行动的通知，围绕绿色消费全链 条明确七方面20项举措，对"十五五"时期绿色消费工作作出系统安排。 在国务院新闻办公室6日举行的新闻发布会上，相关部门就我国绿色消费成效、下一步重点工作回应外 界关切。 商务部副部长盛秋平表示，开展绿色消费是践行绿色低碳发展理念、深入实施提振消费专项行动、加快 经济社会全面绿色转型的重要抓手，是顺应消费升级趋势、培育消费新增长点的有力举措，既能推动生 产生活方式绿色变革、促进产业结构优化升级，也能助力减少碳排放，实现低碳目标，为"十五五"时期 经济社会高质量发展作出贡献。 丰富民生保障领域优质供给，20项举措第一项就是加大绿色农产品供应。 商务部流通业发展司司长李佳路说，下一步，商务部将持续强化一次性塑料制品报告管理，加大可降 解、以竹代塑等绿色替代产品的推广力度，深化餐饮等重点领域减塑工作，健全长效治理机制。 近年来，我国以"无废城市"建设为抓手，着力推动将废旧物资从"社会负担"转变为"城市矿藏"。生态环 境部科技与财务司司长王志斌表示，"十五五"时期，生态环境部将推动200个左右城市开展"无废城 市"建设。 "把 ...

Core Viewpoint - The Ministry of Commerce and nine other departments have released a notice to implement green consumption initiatives, outlining 20 measures across seven areas to promote green consumption throughout the entire supply chain [1] Group 1: Promotion of Green Consumption - The Ministry of Commerce is leveraging the large-scale replacement policy for consumer goods as a significant opportunity to drive green consumption, with an expected 60% of 18.3 million replaced vehicles being new energy vehicles and 90% of 192 million replaced home appliances meeting first-level energy efficiency standards [2] - The replacement policy is projected to generate sales of 3.92 trillion yuan, benefiting approximately 494 million consumers [2] Group 2: Green Supply Chain and Resource Recycling - The establishment of a green supply chain is underway, with significant improvements in logistics efficiency, including an 80% reduction in loading and unloading time and a 20% decrease in supply chain costs [2] - The introduction of a circular recycling system is being promoted, with a target of recycling 17.67 million scrapped vehicles and 39.69 million used cars by 2025, alongside the standardized dismantling of approximately 53 million old home appliances and mobile phones [3] Group 3: Standards and Regulations - The State Administration for Market Regulation has developed 40 green product evaluation standards and 66 energy and water efficiency standards, actively participating in international standardization efforts [4] - By 2025, the central government plans to invest 5 billion yuan to support the standardized dismantling of about 100 million old electrical appliances, yielding over 3 million tons of recycled resources [4] Group 4: Agricultural and Consumer Product Initiatives - The Ministry of Agriculture aims to certify over 88,000 agricultural products under the "three products and one standard" initiative, focusing on green, organic, and high-quality products [5] - The promotion of green consumption will include enhancing the supply of green agricultural products, green home appliances, and green services, while also encouraging the use of biodegradable materials [6] Group 5: New Growth Points and Consumer Engagement - The initiative aims to create new growth points in green consumption by establishing a green supply chain, promoting green procurement, and encouraging resource sharing [7] - Efforts will be made to optimize the green consumption environment through policy support, financial innovation, and community engagement activities [7]

Core Viewpoint - The Ministry of Commerce and nine other departments have jointly issued a notice to implement green consumption initiatives, aiming to promote green and low-carbon practices across various sectors, thereby injecting green momentum into high-quality economic and social development [1] Group 1: Optimizing the Green Consumption Environment - Green consumption is a powerful measure to align with consumption upgrades and cultivate new growth points [2] - The market for green products, such as electric vehicles and smart home appliances, is steadily expanding, with a richer supply of green products and continuous innovation in consumption models [2] - The notice outlines 20 specific measures across seven areas to enhance green consumption throughout the entire supply chain [2] - There is a focus on increasing the supply of green agricultural products, promoting green home appliances, and enhancing energy and water efficiency standards [2] - The initiative encourages the development of green services, including green dining, accommodation, and household services, while promoting biodegradable materials [2] Group 2: Promoting Green Supply and Demand Transformation - The government is focusing on key areas of green consumption, using trade-in policies for old products to stimulate demand for high-efficiency green appliances and vehicles [4] - From 2024 to 2025, approximately 17.67 million scrapped vehicles are expected to be recycled, with an annual growth rate of 45.8% [4] - The initiative aims to standardize the use of reusable pallets, which could save 250 million single-use pallets and reduce carbon emissions by over 2 million tons [4] Group 3: Building a Strong Collaborative Effort - Promoting green consumption requires the participation of multiple stakeholders, including government, enterprises, and consumers [6] - The Ministry of Agriculture and Rural Affairs is working with the Ministry of Commerce to enhance the consumption of high-quality green agricultural products [6] - The Ministry of Ecology and Environment is focusing on transforming waste materials into valuable resources through initiatives like "waste-free cities" [7] - The State Administration for Market Regulation is advancing green consumption efforts by updating national standards and enhancing enforcement against violations in green product labeling and food waste [7]

Core Viewpoint - The Ministry of Commerce and nine other departments have jointly issued a notice to implement green consumption initiatives during the "14th Five-Year Plan" period, focusing on enhancing the green consumption incentive mechanism and outlining 20 specific measures across various sectors [1] Group 1: Green Consumption Measures - The notice includes measures that cover multiple areas such as agricultural products, home appliances, and dining and accommodation services [1] - It emphasizes the need to enrich the supply of green products, increase the supply of green agricultural products, promote green home appliances and home decoration, and encourage green consumption in the automotive sector [1] Group 2: Green Service Consumption - The notice calls for the enhancement of green service consumption, including the development of green dining, green accommodation, and green housekeeping services to meet the public's aspirations for a better life [1] Group 3: Green Supply Chain and Incentives - It highlights the importance of cultivating new growth points in green consumption by creating green supply chains, conducting carbon footprint evaluations, and promoting green procurement, products, and packaging [1] - The notice encourages the establishment of a universal green consumption points system that can be redeemed both online and offline, along with the promotion of green product certification and labeling [1]

股指早报 大盘十三连阳，春季躁动 2026 年 1 月 7 日 股指期货早报 2026.1.7 报告摘要： 海外方面，美 12 月标普全球服务业 PMI 录得 52.5，低于预期和 前值 52.9，数据指向美经济的边际回落。从隔夜市场走势来看，与前 一交易日有所变化，美元指数上涨，美债收益率短端长端均有所回升， 原油回落，但美股、黄金和铜等有色类大宗商品上涨，纳斯达克中国 金龙指数微跌，美股波动率指数小幅上涨，离岸人民币汇率小幅升值。 隔夜市场不再延续降息逻辑，但风险和滞涨概念延续。另外 1 月 6 日 美国最高法院宣布，将在本周五就关税问题作出裁决。关注美关税方 面情况。 国内盘面上看，周二大盘高开高走上涨 1.5%，深成指上涨 1.4%， 创业板指上涨 0.75%，市场延续大反弹走势。券商上涨带动情绪，题 材则保持活跃。央行工作会议的召开意味降息降准的临近，这也是金 融板块大涨的主因。板块上看，有色、非银金融、化工、军工、石油 石化涨幅居前，仅通信小幅下跌。全市场 4101 只个股上涨，1218 只 个股下跌。消息上看，九部门发文实施绿色消费推进行动。 整体上看，隔夜外围基本延续美股和商品齐涨的走势，地缘 ...

家电板块，依托政策以旧换新与绿色升级红利，需求端有望持续改善。九部门政策明确提出推广绿色家电家装、完善能效水效标准，为行业绿色转型划定方 向。华泰研究预测，2026年以旧换新补贴规模或达2500亿元，重点聚焦核心大家电与高能效产品，将直接拉动行业终端需求释放。流动性方面，自由现金流 ETF基金盘中换手0%，成交3625.70元。拉长时间看，截至1月6日，自由现金流ETF基金近1月日均成交3583.73万元。 （以上所列股票仅为指数成份股，无特定推荐之意） 自由现金流ETF基金(159233)，场外联接(平安中证全指自由现金流ETF联接A：024887；平安中证全指自由现金流ETF联接C：024888)。 自由现金流ETF基金紧密跟踪中证全指自由现金流指数，中证全指自由现金流指数选取100只自由现金流率较高的上市公司证券作为指数样本，以反映现金 流创造能力较强的上市公司证券的整体表现。 数据显示，截至2025年12月31日，中证全指自由现金流指数(932365)前十大权重股分别为中国海油(600938)、上汽集团(600104)、格力电器(000651)、中远海 控(601919)、牧原股份(002714)、中 ...

在培育绿色流通企业，发挥引领带动作用方面，盛秋平介绍称，截至目前，商务部指导中国商业联合 会、中国饭店协会等在全国累计培育绿色商场1161家、绿色饭店3500家。同时，多家电商平台通过联动 上下游商家建立绿色合作联盟，制定低碳运营规范等方式，推动中小商户共同参与绿色转型。 绿色优质农产品越来越受消费者青睐，绿色消费越来越深入人心，特别是绿色优质农产品消费需求快速 增长，成为农产品供给体系升级的重要动力。农业农村部市场与信息化司司长雷刘功表示，截至2025年 底，农产品"三品一标"认证登记总数超过8.8万个，绿色食品原料标准化生产面积达2.05亿亩。 近日，商务部等九部门发布《关于实施绿色消费推进行动的通知》(以下简称《通知》)，围绕绿色消费 全链条明确了七方面20项举措，对"十五五"时期绿色消费工作作出系统安排。1月6日，在国新办举行的 新闻发布会上，商务部、生态环境部、农业农村部、市场监管总局等部门有关负责人介绍推进绿色消费 有关情况，并回答记者提问。 谈及《通知》的主要内容，商务部副部长盛秋平介绍称，首先是丰富民生保障领域优质供给。其次是培 育绿色消费的新增长点，打造绿色供应链，推广绿色采购、绿色产品、绿 ...