核心CPI涨幅连续4个月保持在1%以上。 随着扩内需促消费政策措施持续显效，叠加元旦临近，居民消费需求增加，CPI同比涨幅回升，核心 CPI涨幅连续4个月保持在1%以上。 国家统计局1月9日发布的数据显示，居民消费价格指数（CPI）环比上涨0.2%，同比上涨0.8%，扣除食 品和能源价格的核心CPI同比上涨1.2%。 受国际大宗商品价格传导拉动以及国内重点行业产能治理相关政策持续显效等因素影响，工业生产者出 厂价格指数（PPI）环比上涨0.2%，同比下降1.9%。 食品价格拉动CPI 2025年12月CPI同比上涨0.8%，涨幅比上月扩大0.1个百分点。国家统计局城市司首席统计师董莉娟分 析，同比涨幅扩大主要是食品价格涨幅扩大拉动。 12月份，食品价格同比上涨1.1%，涨幅比上月扩大0.9个百分点，对CPI同比的上拉影响比上月增加约 0.17个百分点。食品中，鲜菜和鲜果价格涨幅分别扩大至18.2%和4.4%，对CPI同比的上拉影响比上月合 计增加约0.16个百分点。 新质生产力培育壮大，带动相关行业价格同比上涨。数字经济相关产业发展势头强劲，新原料新材料生 产快速增长，绿色转型持续赋能发展，外存储设备及部件价 ...

Group 1 - The core viewpoint of the article emphasizes the recovery of investor confidence in the A-share market, driven by a shift from "gambling on uncertainty" to "embracing certainty" [1] - The first logic driving this confidence is the continuous improvement of the macroeconomic governance system, which solidifies the foundation of policy certainty [1] - There is a significant enhancement in the consistency of macro policy orientation, with coordinated monetary, fiscal, and industrial policies creating a stable expectation for the market [1] Group 2 - The second logic is the realization of "new productive forces" performance, with tangible profits constructing a growth engine [2] - Industries related to new productive forces, such as semiconductors, have shown rapid revenue and profit growth since last year [2] - The evolution of China's manufacturing "going out" strategy is shifting from mere product exports to the export of brands, technology, and management models [2] Group 3 - The third logic is the trend of declining risk-free interest rates, leading to a systematic revaluation of equity assets [3] - As domestic risk-free interest rates enter a downward trend, the long-term return advantages of equity assets, especially high-dividend and high-growth companies, become more pronounced [3] - The growth of institutional investors in China is driving a systematic restructuring of the equity asset pricing system towards models that emphasize long-term cash flow and intrinsic value [3] Group 4 - The fourth logic involves the deepening consensus among domestic and foreign capital, creating a new market value ecosystem [4] - Externally, China's economy demonstrates strong resilience and certainty, enhancing the "stability anchor" property of RMB assets [4] - Internally, the structure of market micro-subjects is improving, with long-term capital such as insurance funds steadily increasing their allocation to equity assets [4]

Core Insights - In 2025, the region's fiscal departments are expected to achieve a "double growth" in both revenue and expenditure for 12 consecutive months, with general public budget revenue reaching 192.05 billion yuan, a year-on-year increase of 4.6%, and expenditure reaching 674.218 billion yuan, a year-on-year increase of 4.2% [1][2] Fiscal Performance - General public budget revenue is projected to exceed 190 billion yuan and expenditure to surpass 670 billion yuan, marking the first time in nearly six years that both revenue and expenditure have shown continuous growth for 12 months [1] - The region has allocated over 37.3 billion yuan to support major projects, including the Pinglu Canal and the Beibu Gulf International Gateway Port [1] Economic Empowerment - A series of tax reduction and fee reduction measures are expected to inject vitality into the business sector, with preliminary estimates indicating that over 26 billion yuan in tax reductions and refunds will support technological innovation and manufacturing development in 2025 [2] - The government has facilitated the issuance of subsidized loans exceeding 115.1 billion yuan, benefiting over 44,000 businesses and reducing financing costs by over 1.2 billion yuan [2] Innovation and Development - The region aims to allocate 150 billion yuan annually, totaling nearly 450 billion yuan over three years, to support the development of new productive forces through 11 policy measures [2] - Investment in digital infrastructure is set to increase by 133.3%, with 700 million yuan allocated for artificial intelligence capabilities and international cooperation [2] Social Welfare - In 2025, total spending on people's livelihoods is expected to reach 539.235 billion yuan, a year-on-year increase of 4.3%, accounting for 80% of general public budget expenditure [3] - Expenditure in key areas such as transportation, energy conservation, and social security is projected to grow at double-digit rates, enhancing the quality of life for residents [3]

官员们表示，此举旨在提高海外投资者的透明度和可及性，同时努力提高本地资本市场的竞争力。 另一个重大变化是"黄信封"法的制定，预计将于明年3月生效。 这一对《工会法》的修订主要是为了保障分包商间接雇用工人的议价权。它还禁止公司对加入工会的工 人提起损害赔偿或临时扣押的诉讼。 来源：环球市场播报 韩国官员周三表示，从明年开始，更多的韩国企业将被要求用英文提交监管文件，这将提高透明度，并 为外国投资者提供更广泛的市场准入，而最近立法的"黄信封"亲劳工法将生效，这将扩大企业的劳动相 关责任。 韩国金融服务委员会（FSC）表示，强制要求提交英文监管文件的企业范围将从资产规模在10万亿韩元 以上的KOSPI上市企业扩大到资产规模在2万亿韩元以下的企业。 新的披露要求将于5月1日生效。 政府还决定，扩大对国内企业回流的税收优惠，并扩大到新设或扩建国内设施后，在4年内完成海外业 务缩减的企业。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 2026年，韩国的最低工资将上涨2.9%，达到每小时10320韩元，每月最低人工费将达到215万韩元。 ...

据国家统计局网站26日消息，按照我国国内生产总值（GDP）核算和数据发布制度规定，年度GDP核算包括初步核算和最终核实两个步骤。近日，根据国 家统计局统计年报、财政部财政决算和有关部门年度财务资料等，国家统计局对2024年GDP数据进行了最终核实，主要结果如下： 经最终核实，2024年，GDP现价总量为1348066亿元，比初步核算数减少1018亿元；按不变价格计算，比上年增长5.0%，与初步核算数持平。三次产业和 各行业数据见附表。 | 行业 | 现价总量 | 不变价增速。 | 不要的言 | | --- | --- | --- | --- | | | (亿元) | (%) | (%) | | GDP | 1348066 | 5.0 | 100.0 | | 六九十张 | 91636 | 3.7 | 6.8 | | 六九十八 | 490305 | 5.0 | 36.4 | | 六九三张 | 766125 | 5.1 | 56.8 | | 农林牧渔业 | 96976 | 4.0 | 7.2 | | 工业 | 404519 | 5.5 | 30.0 | | 制造业 | 334881 | 5.8 | 24.8 | | ...

12月25日，A股西部大开发概念股集体走强，其中，天力复合涨13%，成都华微、西菱动力涨超11%， 天顺股份、豪能股份、重庆港、天奥电子、航发科技、中天火箭、再升科技10CM涨停，优机股份涨超 9%，厚普股份、德龙汇能、斯瑞新材、科隆新材、铂力特涨超7%。 消息面上，央行等八部门联合发布《关于金融支持加快西部陆海新通道建设的意见》。《意见》从完善 金融组织协作体系，构建高质量资金融通体系，推进制度性改革创新，建设数字金融服务平台，完善金 融开放合作体系，深化跨省跨境金融监管协作等方面提出21条重点举措，推动发挥好"融资"和"结算"两 项金融核心功能，支持西部陆海新通道高质量发展。下一步，中国人民银行、重庆市人民政府将会同相 关部门推动《意见》各项举措落实落地，充分发挥金融服务大通道、大物流、大产业、大平台、大市场 的优势和作用，助力形成"陆海内外联动、东西双向互济"对外开放新格局。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920576 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 002163 | 海南发展 | 1 | 10.01 | 163亿 | 106.95 | | 600179 | 安通控股 | 1 | 9.96 | 229亿 | 91.17 | | 000796 | 凯撒旋业 | 1 | 9.12 | 125亿 | 92.10 | | 688676 | 金盘科技 | 1 | 4.77 | 419 Z | 123.70 | | 603069 | 海汽集团 | 1 | 2.91 | 93.92亿 | 62.76 | | 300189 | 神农种 // | 1 | 2.31 | 81.61亿 | 102.80 | | 000955 | 欣龙控股 | | 1.79 | 36.77 乙 | 64.98 | | 002707 | 众信旅游 | 1 | 1.70 | 70.36亿 | -3.11 | | 300542 | 新晨科技 | 演 | 1.16 | 57.14亿 | -6.82 | | 603686 | 福龙马 | | 1.13 ...

五年来，我省深入推进要素市场化配置改革，突出表现在科技创新效能持续提升，土地潜力有效激 活，高端人才更加集聚，数据要素价值充分释放，资本供给精准有力，国家级试点探索先行，让经济发 展支撑动力显著增强。 金融是国民经济的血脉，关系中国式现代化建设全局。省委金融办副主任钱东平介绍，"十四五"期 间，我省积极开展金融改革创新试点，持续增强法人金融企业综合竞争力，深度参与多层次资本市场投 融资综合改革，有序推进金融对外开放合作，进一步提升了金融服务实体经济的效能。"十四五"以来， 全省社会融资规模年增量保持全国前列，2022年以来新增贷款稳居全国第一，"十四五"期间新增境内上 市公司256家、居全国第一，助力经济大省挑大梁重大责任落实。 数据作为新型生产要素，是发展新质生产力、推动高质量发展的基础性、战略性资源。省数据局副 局长兼省发展改革委副主任李秀斌介绍，江苏率先推行全省公共数据"一本账"建设管理模式，并建成全 省统一公共数据资源登记平台，首批实现与国家平台贯通，截至11月底，累计登记公共数据资源14908 类、数量居全国第一。在此基础上，形成全省"一个数据交易所、一个平台系统、一套交易规则"的场内 交易格局，在 ...

（文章来源：人民日报） 中日两国一衣带水，互为重要近邻。中日经济利益和产业链供应链深度交融，为促进两国及地区和平、 发展、繁荣、稳定发挥了积极作用。然而，近期日本现职领导人公然发表涉台错误言论，粗暴干涉中国 内政，破坏中日关系政治根基，性质极其恶劣，影响极其严重，令原本疲弱的日本经济雪上加霜。 结构矛盾叠加短期冲击令日本经济内外交困。日本经济复苏之路本就艰难脆弱，内需疲软、创新乏力、 老龄化少子化等深层问题难以破解；政府债务规模高达国内生产总值（GDP）的2.5倍左右、常年居主 要经济体首位，挤压宏观政策空间；受关税冲击影响，2025年三季度日本不变价GDP环比折年下降 2.3%，再度亮起"红灯"。日本现职领导人错误言论引发中日关系紧张，更是加剧各方面对日本经济悲观 预期。机构预测，仅旅游业所受影响就将导致日本未来一年经济损失约2.2万亿日元（约合142亿美 元）、GDP减少0.36%。对于日本内阁批准21.3万亿日元（约合1374亿美元）的经济刺激方案，市场并 不认可，日本国债收益率屡创新高、日元汇率明显走低、日经225指数一度抹去新任首相上任以来的全 部涨幅，股市、债市、汇市"三杀"局面令"抛售日本"预期 ...

Group 1 - The recent economic turmoil in the US is highlighted by the Federal Reserve's rapid interest rate cuts and the worst unemployment data in five years, raising concerns about the US's ability to compete with China [1][3] - The unemployment claims surged to 236,000, a significant increase from the previous week's 192,000, marking the highest level since the pandemic began, indicating a fragile economic foundation [3][5] - The financial market's reaction is counterintuitive, with the stock market rising despite poor economic indicators, suggesting that investors are more focused on the prospect of continued monetary easing rather than the underlying economic issues [5][9] Group 2 - A wave of bankruptcies is affecting small businesses, with 2,221 small businesses filing for bankruptcy in the first 11 months of 2025, an 8% increase from the previous year, reflecting a broader economic malaise [7][9] - The Federal Reserve's monetary policy is facing internal divisions, with some officials advocating for no rate cuts until 2026, indicating a lack of consensus on how to address the economic challenges [9][11] - In contrast, China's economic policies are characterized by targeted measures to maintain growth and reduce costs, with a GDP growth of 5.2% and a decrease in corporate loan rates, showcasing a more stable economic approach [11][13] Group 3 - The resilience of the Chinese economy is emphasized, with the ability to maintain financial stability despite external pressures from US monetary policy, providing China with greater policy flexibility [13][14] - The long-term economic strategies of the US, reliant on monetary stimulus and facing structural weaknesses, are contrasted with China's focus on high-quality development and precise economic adjustments [14]