1月7日，A股三大指数再度集体上涨。截至1月7日收盘，上证指数收涨0.05%，报4085.77点， 盘中一度触及4098.78点，达到2015年以来的新高，意味着A股上涨行情从2025年向2026年顺 利延续。 此轮上涨行情起于2024年9月底中央出台的一系列增量政策提振市场信心，随后的2025年春 节，"DeepSeek时刻"点燃了A股行情，全球投资者开始关注到中国在科技领域发展的超预期发 展，从而推动了中国资产重估。 科技股成为推动A股本轮行情的结构性的支柱力量。 从行业来看，2025年8月电子行业市值首 次超过银行业，成为股票市场第一大行业。市场整体"含科量"超过25%，从全年涨幅看，创业 板指上涨49.57%，科创50上涨35.92%，北证50上涨38.81%，均高于上证指数、深证成指。 2026年元旦假期以来连续三个交易日的上涨，也主要是由科技股推动。 2026年，随着中国企 业在半导体、创新药等领域以及其他新兴产业的快速发展，科技类上市公司将继续成为A股上 涨行情的内在强大驱动力。 推动A股上涨的另一大因素是不断完善的市场监管体系以及政策支持。 自2023年开始，中国更 加重视活跃资本市场与提振市 ...

Core Points - The Hainan Provincial Committee's eighth plenary session emphasized the importance of implementing the spirit of the 20th National Congress and advancing the construction of the Hainan Free Trade Port [2][3] - The session outlined strategic plans for high-quality development and the establishment of a modern industrial system with Hainan characteristics [5][4] - The focus on technological innovation as a core driving force for the Free Trade Port's construction was highlighted, with specific plans for the "14th Five-Year Plan" period [5][6] Group 1: Strategic Development - The session approved key documents that provide a roadmap for high-standard construction of the Hainan Free Trade Port, aiming to make it a significant gateway for China's new era of opening up [2][3] - The emphasis on creating a "marine strong province" and fostering deep-sea technology innovation and modern marine industries was noted as a strategic goal [4] - The session called for the cultivation of new industries such as cross-border e-commerce and green transformation of traditional industries [5] Group 2: Technological and Economic Innovation - The importance of scientific and technological innovation was reiterated, with plans to enhance the province's innovation capabilities and reform technology management [5][6] - The session identified specific future industries for development, including biomanufacturing and hydrogen energy, to drive new productivity [5] - The establishment of a market supervision system aligned with the Free Trade Port's development was discussed to ensure regulatory compliance and promote growth [6] Group 3: Social and Community Development - The session emphasized the need for a high level of public safety and social stability as part of the Free Trade Port's construction [7] - Plans for improving education and ensuring that the benefits of the Free Trade Port reach all citizens were outlined, with a focus on building a modern education system [7][8] - The integration of vocational education with local industries and innovation was highlighted as essential for supporting the Free Trade Port's development [8]