全国约5.9亿人次顺畅出行；人们身穿汉服在古城景区体验沉浸式跨年；外国游客排长队竞相"扫 货"……2026年元旦假期，天南海北的热闹场景，勾勒出一幅热气腾腾的假日消费画卷，折射中国经济 的活力与热度。 出行畅：约5.9亿人次出行，旅途体验更舒心 "中国速度"重新定义距离：随着西延高铁开通运营，西安到延安的通行时间缩短至约1小时，中国高铁 运营里程突破5万公里。 "假期和爱人带孩子来看壶口瀑布，高铁开通后方便了很多。"来自西安的游客莫先生说。 发达的交通激活沿线经济。全长299公里的西延高铁，串联起西安、渭南、铜川、延安4市19县区，辐射 黄帝陵、壶口瀑布等知名景区。数据显示，西延高铁开通后，黄河壶口瀑布景区日均接待游客量增长 165%。 路网越织越密，旅途更加通达，流动中国在假日中尽显生机活力。 交通运输部数据显示，元旦假期3天，全社会跨区域人员流动量预计约5.9亿人次，日均约1.98亿人次。 假日期间，滴滴打车需求同比上涨31%，在"跨年夜"打车高峰时期，平均每分钟叫车需求突破18.9万 单。 "请了几天年假，加上元旦假期正好凑够一周，带着家人去新疆玩一趟。"山西太原的崔女士对记者说。 元旦期间，不少人选择 ...

Group 1 - The U.S. has successfully conducted military actions against Venezuela, capturing President Maduro and his wife, which has drawn strong condemnation from China and the UN Secretary-General [3][12][16] - The domestic tourism market in China has seen a significant increase during the New Year's holiday, with ticket bookings for scenic spots rising over four times year-on-year, and the post-00s generation making up the largest travel demographic at 39% [3][5][6] Group 2 - Silver prices have reached historical highs, with some hedge fund managers acknowledging that current valuations are over 30% higher than reasonable estimates, yet they remain reluctant to exit the market [4] - The A-share market is expected to continue its bull run in 2026, with a focus on fundamental improvements and potential structural risks in the technology sector [7] - The quantum computing industry is projected to grow significantly, with the global market expected to rise from approximately $5 billion in 2024 to around $800 billion by 2035 [9] Group 3 - Xiaomi's CEO revealed plans for the company to deliver over 410,000 vehicles in 2025, with a target of 550,000 in 2026, while addressing concerns about the materials used in their vehicles [10] - BMW China has adjusted the prices of 31 models, with reductions of up to 30.1 million yuan, indicating a strategic response to consumer expectations rather than a price war [11]

Group 1 - China will become the first economy to pay interest on central bank digital currency, with the new digital RMB framework set to be implemented on January 1, 2026, transitioning from "digital cash" to "digital deposit currency" [2] - The interest rates for existing "public housing fund + commercial loans" will be lowered starting January 1, 2026, with first home rates dropping to 2.1% for loans under 5 years and 2.6% for loans over 5 years [2] - The 2026 national subsidy plan has been officially released, with 62.5 billion yuan allocated for consumer goods replacement and new categories like smart glasses and smart home products added [3] Group 2 - Several automotive companies reported their sales figures for December 2025, with BYD's sales declining by approximately 18.2% year-on-year, while its total annual sales increased by 7.73% [4] - Public fund institutions have released their investment strategies for 2026, with technology being a widely favored sector, indicating a shift towards dual drivers of "profit and valuation" [5] - A significant policy change in the real estate market will reduce the VAT rate on the sale of homes held for less than two years from 5% to 3%, effective January 1, 2026, which is expected to boost second-hand home transaction activity [6] Group 3 - Silver has emerged as a standout asset in 2025, with a cumulative increase of approximately 147% for the year, significantly outperforming gold [7] - The Trump Media & Technology Group announced plans to issue a new cryptocurrency to its investors, collaborating with Crypto.com for its launch [7] - Tesla has significantly reduced the prices of its models in South Korea, with reductions of up to 9.4 million won for the Model 3 [7]

Group 1 - The core product of Sanfu Shipbuilding is a 10,000-ton multi-purpose heavy-lift vessel, which holds a 30% global market share. The company plans to deliver 41 vessels by 2025, including 10 of these heavy-lift ships, with projected sales of 5.5 billion yuan, representing a year-on-year growth of over 20%. The order backlog extends to 2029 [1][1][1] - The port industrial park in Taizhou has transitioned from a logistics focus to a port industry focus, aiming to attract projects and strengthen advanced manufacturing. This change is part of a broader strategy to enhance the park's industrial positioning and promote high-quality development [1][1][1] - The port industrial park has signed 25 projects worth over 100 million yuan, including 13 major projects exceeding 500 million yuan, such as a 2.5 billion yuan high-end ship supporting equipment project and a 1 billion yuan green ship production line upgrade [1][1][1] Group 2 - Taizhou is building a modern industrial system marked by "Dahai New Morning," focusing on optimizing traditional industries and fostering emerging sectors. The port industrial park is leveraging local enterprises to strengthen its leading industries, including marine, health, and precision manufacturing [2][2][2] - Tianming Precision Technology Co., Ltd. has achieved rapid growth, with a projected sales increase of 100% by 2025, supported by partnerships with major domestic electric vehicle companies. The company currently has an order backlog of 130 million yuan [2][2][2] - The health industry is a key sector for Taizhou, with plans for a 4.64 square kilometer pharmaceutical raw material production base to attract various projects. The region is also transforming its grain and oil industry into a high-value health food economy [2][2][2] Group 3 - The port industrial park has 2.2 kilometers of undeveloped deep-water coastline and 3,000 acres of contiguous land, suitable for six 100,000-ton berths, making it an ideal location for heavy equipment manufacturing projects [3][3][3] - The park aims to focus on the assembly and system integration of oversized and heavy equipment, such as offshore wind power components and large port machinery, to attract leading domestic and international companies to establish assembly bases [3][3][3]

Core Viewpoint - The development of the Yangtze River Economic Belt emphasizes ecological protection over large-scale development, aiming for a harmonious coexistence between nature and economic growth [1][5][9]. Economic Development - By November 2025, the foreign trade import and export value of the 11 provinces and cities along the Yangtze River Economic Belt reached 19.12 trillion yuan, accounting for 46.4% of the national total, marking a historical high [2]. - The Yangtze River Economic Belt has formed five major industrial clusters, including electronic information and high-end equipment, with a projected GDP of over 63 trillion yuan in 2024, growing at 5.4% [20]. Ecological Protection - Since 2020, the main stream of the Yangtze River has maintained a Class II water quality for six consecutive years, indicating significant ecological recovery [1][2]. - The initiative "coordinated protection, no large-scale development" has led to major achievements in ecological protection and restoration, including a ten-year fishing ban and pollution control measures [8][10]. Biodiversity and Species Recovery - The successful artificial breeding of the Chinese sturgeon has established a self-sustaining population, with significant increases in their numbers observed in the Yangtze River [2][3]. - The monitoring of sturgeon migration has shown positive results, indicating a recovery in the ecological health of the Yangtze River [3][4]. Systematic Governance - The governance approach has shifted from fragmented management to a comprehensive system that emphasizes collaboration among provinces for ecological protection [18][19]. - Innovative compensation mechanisms have been introduced to enhance ecological protection efforts, transitioning from a focus solely on water quality to a more integrated ecological service model [18]. Green Development - The Yangtze River Economic Belt is exploring a new path of ecological priority and green development, with initiatives to promote low-carbon industries and sustainable practices [11][20]. - The transformation of industrial zones from pollution-heavy to eco-friendly areas has been highlighted, showcasing the potential for economic growth alongside environmental stewardship [10][11].

党的二十届四中全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》强 调，坚决破除阻碍全国统一大市场建设卡点堵点。规范地方政府经济促进行为，破除地方保护和市场分 割。当各种税收优惠、财政奖励和补贴"退潮"之后，招商引资靠什么？地方政府如何因地制宜提升投资 吸引力？记者深入一线采访，探访多个营商优选地，总结提炼各地在纵深推进全国统一大市场建设背景 下优化招商引资工作、推动高质量发展的新实践、新经验。今天推出宁波市北仑区的报道，敬请关注。 ——编者按 冬日，寒意料峭。走进浙江省宁波市北仑区机器人产业园，塔吊林立、桩机轰鸣，热火朝天的建设场景 随处可见。从空中俯瞰，凤凰城、甬江科创区北仑片区建设日新月异，不断刷新城市天际线。 向海而生、因港而兴。1984年，宁波经济技术开发区设立，初始面积仅3.9平方公里。1986年，北仑港 工业区设立，面积达70平方公里。1992年，两区的重点开发区域合并，形成了现在的宁波经济技术开发 区，2003年1月1日起，北仑区与宁波经济技术开发区实行"一套班子、两块牌子"的管理体制。如今，北 仑区域内拥有宁波经济技术开发区、宁波保税区、大榭开发区、宁波出口加工区、梅 ...

2026年港股和A股的布局策略怎么走？摩根大通，作为全球顶尖的投行，刚刚发布了最新的中国资产展望报告，发出了挺明确的信号：经济增长可能会慢一 些，但风险还是在可控范围内。沪深300指数将迎来第四波反弹潮，还有四个具有巨大潜力的主题值得重点留意。今天就带大家详细解析这份重量级的研 报，确保大家能理解明年的投资机遇在哪里！ 摩根大通判断，2026年中国经济将呈现"增长放缓但下行风险可控"的态势。这个"可控"并非空口白话，核心支撑来自三个关键维度： 政策支持的力度一直在加码，从之前稳定经济和股市的一连串措施来看，政策手段储备挺有底气，给市场搭了道稳妥的防护网。 新兴的生产力投入带来了明显推动，比如高端制造业和科技创新这些行业不断加码，正逐渐塑造出新的经济增长点。 这种反内卷的趋势下，出现了反弹式的增长，行业间的竞争格局也在重新调整，未来或许能挖掘出新的盈利空间。 经济基本面已有触底反弹的趋势，而摩根大通的中国宏观景气度指标（QMI）也成为一个关键的参考依据。这个指标被认为是"海外角度观察中国市场的晴 雨表"，涵盖了港股、中概股以及A股的核心企业。从数据上看，蓝色的QMI指数和黑色的MSCI中国指数的涨跌变化非常一致 ...

Group 1 - The core observation is that during the New Year holiday, there was a significant increase in customer traffic and test drive demand at various new energy vehicle (NEV) stores, including NIO, Tesla, and others, indicating strong consumer interest despite upcoming policy changes [1][2] - NIO's store in Shanghai reported test drives extending until 1-2 AM, reflecting high customer engagement [1] - The sales performance of new energy vehicle stores during the holiday period suggests that the impact of the new policies on market sales has been limited, as many new energy vehicles are priced above the thresholds for full subsidies [2] Group 2 - In 2026, two major policy changes will affect the NEV market: the vehicle purchase tax will shift from full exemption to a 5% tax rate, and the subsidy structure will change from fixed amounts to a percentage of the vehicle price, although the maximum subsidy remains unchanged [1] - The new policies are expected to increase consumer costs for purchasing NEVs, but many automakers have implemented "bottom-line" measures to attract customers [2] - The current national subsidy policy allows for full rebates for vehicles priced above 166,700 yuan and full trade-in subsidies for those above 187,500 yuan, which aligns with the average prices of many new energy vehicles [2]

Core Viewpoint - Guangdong's tourism and economic performance during the New Year holiday indicates a strong start for 2026, which is crucial for the province's role in national economic stability and growth [2][3]. Group 1: Economic Performance - During the 2026 New Year holiday, Guangdong received 17.875 million tourists, with a daily year-on-year growth of 34.8%, generating tourism revenue of 9.98 billion yuan, a daily year-on-year increase of 39.8% [2]. - In the first eleven months of 2025, Guangdong's industrial added value above designated size grew by 3.2% year-on-year, with manufacturing increasing by 3.4% and automotive manufacturing by 9.9% [3]. - The province has established nine trillion-yuan industrial clusters, with the AI core industry accounting for about one-third of the national total, and the digital economy ranking first in the country [3]. Group 2: Innovation and Technology - Guangdong's innovation capabilities are strong, with the "Shenzhen-Hong Kong-Guangzhou" innovation cluster ranking first globally in the innovation index according to the World Intellectual Property Organization [4]. - The province is focusing on new mechanisms for technology innovation transformation, enhancing the matching of innovative product supply and market demand [4]. - The launch of the world's first self-navigating mobile aquaculture platform in Zhuhai showcases Guangdong's advancements in integrating AI and robotics into traditional industries [5]. Group 3: Infrastructure and Logistics - Baiyun Airport's third-phase cargo facilities will support the construction of a national logistics hub, while Huizhou Airport has opened its first all-cargo route to enhance logistics efficiency for high-value industries [5]. - In 2025, Guangdong's airports handled over 180 million passengers, ranking first among all provinces, and Guangzhou Metro's total passenger volume exceeded 14 million on December 31, 2025, setting a new record [4]. Group 4: Future Outlook - Guangdong is in a transitional phase, moving from old to new economic drivers, which presents both challenges and opportunities for various industries [6]. - The province aims to implement a new round of high-quality development actions for key industrial chains, focusing on revitalizing traditional industries and accelerating the cultivation of new industries [6].

"试驾排到凌晨一两点，"1月3日，上海五角场商圈蔚来门店销售向第一财经记者表示。在元旦假期的最 后一天，该蔚来门店依旧客流旺盛，试驾需求火爆。 特斯拉是一个特例，作为新能源主流车企，但却没为今年的购置税新政推出任何"兜底"政策。以车价 23.55万元的Model 3为例，购置税约1万元，这部分均需消费者承担。但是特斯拉门店销售向记者表 2026年，新能源汽车迎来了两大政策变动，一是新能源汽车车辆购置税优惠力度"退坡"，从全额免征调 整为减半征收（按5%税率）；二是汽车"两新"政策补贴方式出现了变化，将定额补贴调整为按车价比 例进行补贴，虽然补贴上限保持不变，但低价车型补贴力度实际上也在"退坡"。 在上述政策变动的背景下，多家新势力门店销售告诉记者，从元旦销售情况来看，新政对市场销售影响 有限。从"国补"政策来看，新能源车价达16.67万元以上，能够拿满报废更新补贴；新能源车价达18.75 万元，能够拿满置换更新补贴，而很多新势力平均售价在此之上，所以"国补"情况基本与2025年一致。 新能源汽车购置税"退坡"确实增加了消费者的购车成本，但很多车企出台了相应的"兜底"措施。 鸿蒙智行针对部分车型也推出了限时现金 ...