《上海资讯周报》是为在沪外资企业、涉外机构和境外人士提供的资讯服务，由上海市人民政府外事办公室联合威科 集团共同提供。本周报涵盖过去一周全国和上海主要涉外资讯、活动讯息、政策问答与解读等，助您及时了解上海地 区最新涉外政策，把握前沿动态。 如您对本周报有任何意见和建议，欢迎发送电子邮件到shanghai_weekly@shanghai.gov.cn。谢谢！ 1 法规政策 【全国】 【上海】 2 政策问答 问2：《实施意见》落地实施后，预期将取得哪些效果？ 问2："五个中心"建设是上海"十五五"期间的重中之重，2026年上海怎么下好先手棋，会在哪些重点领域发力， 会推出哪些重大项目？ 3 【企业活动】 【论坛展会】 专家视野 中国新矿产资源法：为外国投资者开启中国矿业投资战略机遇的新时代 十一部门联合发文提升境外人员入境数字化服务便利性 八部门联合发文 推进汽车数据高效便利安全跨境流动 《出口业务增值税和消费税退（免）税管理办法》发布 上海鼓励留学人员来沪工作和创业 上海明确药品生产经营企业质量安全重点管理人员管理新要求 浦东新区印发小微企业法律帮扶新规 一、国家网信办有关负责同志就《关于提升境外人员入境数字化 ...

Group 1 - The Ministry of Commerce held a meeting on February 6 to discuss automotive consumption and industry development, emphasizing the strategic importance of the automotive sector in China's economy [1] - The automotive industry is projected to achieve a cumulative production and sales of 34.53 million and 34.40 million vehicles respectively by 2025, with year-on-year growth of 10.4% and 9.4%, maintaining a production and sales scale above 30 million for three consecutive years [1] - New energy vehicles are expected to be a key growth driver, with annual sales reaching 16.49 million units, a year-on-year increase of 28.2%, accounting for 47.9% of total new vehicle sales [1] Group 2 - The Ministry of Commerce plans to implement policies to expand automotive consumption, including optimizing trade-in programs and reforming automotive circulation [2] - The domestic automotive ownership has reached 366 million vehicles, indicating a growing demand for personalized and quality automotive services, including modifications and rentals [2] - The focus of policies is shifting from promoting vehicle purchases to enhancing circulation, services, and scenarios in the automotive market, which is expected to strengthen the industry's role in driving domestic demand [3]

姓名：涂伟华 宝城期货投资咨询部 从业资格证号：F3060359 投资咨询证号：Z0011688 电话：0571-87006873 邮箱：tuweihua@bcqhgs.com 作者声明 本人具有中国期货业协会 授予的期货从业资格证书，期 货投资咨询资格证书，本人承 诺以勤勉的职业态度，独立、 客观地出具本报告。本报告清 晰准确地反映了本人的研究观 点。本人不会因本报告中的具 体推荐意见或观点而直接或间 接接收到任何形式的报酬。 钢材&铁矿石 | 日报 2026 年 2 月 10 日 钢材&铁矿石日报 专业研究·创造价值 产业逻辑主导，钢矿偏弱运行 核心观点 螺纹钢：主力期价震荡下行，录得 0.55%日跌幅，量缩仓增。现阶段， 螺纹钢供应有所收缩，而需求同样走弱，供需双弱局面下螺纹钢基本面 弱势未变，淡季钢价继续承压，相对利好则是成本支撑，预计走势延续 震荡偏弱运行，关注库存变化情况。 投资咨询业务资格：证监许可【2011】1778 号 期货研究报告 一 产业动态 （1）2025 年全国社会物流总额超 368 万亿元，同比增长 5.1% 热轧卷板：主力期价偏弱震荡，录得 0.65%日跌幅，量缩仓增。目前来 看 ...

此外，多部门协同与区域特色举措形成合力。节能与新能源汽车产业发展部际联席会议2026年度工作会 议提出，进一步扩大汽车消费，推进汽车以旧换新工作。1月召开的全国市场运行和消费促进工作会议 强调，提质增效实施消费品以旧换新，促进汽车等大宗消费。区域层面，2026年，内蒙古推进"购在中 国"内蒙古站等系列促消费活动，聚焦汽车等重点领域配套开展促消费活动；南宁市西乡塘区聚焦汽车 等重点领域，线上线下同步推出"旧车置换优惠"等特色促销板块。 中国汽车流通协会副会长罗磊表示，展望2026年，随着汽车行业整治"内卷式"竞争成效逐步显现，叠加 以旧换新政策深入推进，新车市场价格有望保持稳定运行，这也将为二手车市场营造更为有利的发展环 境，预计全年交易规模将继续稳步扩大。 补贴标准优化成为最大亮点。2026年，汽车以旧换新补贴方式从定额补贴调整为按照新车售价比例给予 补贴，报废更新最高补2万元，置换更新最高补1.5万元。"这意味着购买价值更高、技术更先进的节能 环保新车的消费者，能够获得相对更高额度的补贴支持。"中国汽车流通协会副会长王都说，这将引导 汽车消费结构向绿色、低碳、智能化方向升级。此外，产业协同效应将进一步凸显， ...

（文章来源：第一财经） 乘联分会秘书长崔东树发文表示，总体看，2026年报废更新车型的补贴均值较2025年降21%，2026年置 换更新车型的补贴均值较2025年降30%。以旧换新固定补贴改分档补贴的效果很突出，尤其是财政效率 提升明显，确保资金更好的全年保障支撑。在同预算下，满额门槛筛选出更高单价的换购群体，拉动单 车成交额与总消费额，减少低价车"躺赚"补贴的浪费；上限控制避免豪华车挤占过多资金。预计2026年 全年受益于消费升级和政策支持，乘用车市场将实现前低后高的走势。 ...

在国家政策指引下，地方层面的实践探索同样蹄疾步稳。甘肃、青海、贵州等资源禀赋优越地区纷纷出台专项政策， 在甲醇燃料价格机制、基础设施建设等方面加大投入；黑龙江依托丰富的风光资源优势，与吉利深化合作推广甲醇汽 车；上海提出建设国际航运绿色燃料加注中心，重点推进绿色甲醇在航运领域规模化应用；在香港环境事务政策简报 会上，有议员提出将甲醇汽车纳入发展绿色运输的路线图……多层次、全方位的政策支持，不仅确立了甲醇在新能源 体系中的重要地位，更推动行业发展从试点示范迈向规模化、产业化新阶段，为吉利等企业的深耕布局提供了坚实保 障。 政策东风之下，吉利对甲醇燃料的坚定选择，源于对能源安全、产业优势与技术可行性的深度考量。从国家能源格局 来看，我国"多煤、缺油、少气"的现状，使得能源安全面临严峻挑战。而甲醇的多元制备路径恰好破解这一困境，既 能通过煤炭、天然气等化石能源加工生产，更可依托风光发电电解水制氢、二氧化碳加氢等技术制备零碳甲醇，这与 吉利践行的碳中和理念高度契合。 从技术应用维度看，甲醇燃料的优势在实际场景中得到充分验证。相较于纯电动汽车在北方低温环境下的续驶里程衰 减问题，甲醇燃料冰点低至零下97.6℃，即使在极 ...

港股汽车股集体上涨，其中，比亚迪股份涨约4%，奇瑞汽车涨超2%，零跑汽车、蔚来汽车、吉利 汽车涨超1%，小鹏汽车、长城汽车、赛力斯皆有涨幅。消息上，商务部日前召开汽车企业座谈会，研 究汽车流通消费有关工作。2026年，商务部将会同相关部门，坚持政策支持和改革创新并举，存量措施 和增量政策集成发力，优化实施汽车以旧换新，开展汽车流通消费改革试点，完善行业管理制度，多措 并举推动汽车消费扩容提质。 ...

近年来，重庆汽车尤其是新能源汽车产业正在形成新底色。在当地政府及政策支持下，重庆市汽车产业发展目标已从 2013年塑造"中国底特律"升级为打造具有全球影响力和竞争力的"智能网联新能源汽车之都"。 其实，早在2014～2016年，重庆曾连续3年问鼎"中国汽车第一城"。2017年后，受市场需求变化等影响，重庆汽车产 量出现阶段性调整。如今，重庆重回巅峰，人们不禁要问：重庆凭什么能拿下"汽车第一城"的桂冠？ "智能网联新能源汽车不仅是汽车产业转型升级的明确方向，也是区域发展的重要引擎。"正如中国汽车流通协会专家 委员会委员颜景辉所言，抓住智能网联新能源汽车的机遇，就是地方汽车产业加速转型跃迁的基石。随着AI大模型、 算力与高阶智驾技术的发展，汽车正从传统的交通工具进化为移动的智能终端。谁能加快重构汽车的算法与数智化架 构，谁就能掌握未来区域汽车发展的话语权。 焊花飞溅、机械臂挥舞、自动组装动作精准……如今，在重庆两江新区多个汽车智能工厂中，一辆辆新能源汽车 正在源源不断地"走"下生产线，驶向全球各大区域市场。 近日，国家统计局发布的最新数据显示，2025年，重庆全年全市汽车产量278.77万辆，同比增长9.7％，位 ...

P P 下 : a සි 本版 VE F 182 899 the state E F 2 39 the 2 2 12 P ...

Financial Data and Key Metrics Changes - The operating profit for the third quarter was JPY 591.5 billion, achieving record high unit sales, operating profit, and operating margin [2][4] - Operating cash flow after R&D adjustment was JPY 1,855.8 billion, consistent with the same period last year [3] - The forecast for operating profit for the fiscal year ending March 2026 remains at JPY 550 billion, with profit for the year unchanged at JPY 300 billion [5][10] Business Segment Data and Key Metrics Changes - Motorcycle operations achieved a profit of JPY 446.5 billion, up by JPY 44.8 billion year-on-year, driven by solid sales in India and Brazil [8] - Automobile operations reported losses of JPY 166.4 billion, down by JPY 569 billion year-on-year, primarily due to semiconductor supply shortages and one-time EV-related expenses [8][9] - Power products business sold 2.507 million units, with incremental sales in Europe but a decline in Asia [6] Market Data and Key Metrics Changes - Cumulative global unit sales for motorcycles reached 16.44 million units, with significant increases in India, Pakistan, and Brazil [6] - Automobile unit sales were 2.561 million, reflecting a decline mainly in Asia, particularly China [6] - The forecast for motorcycle sales is maintained at 21.3 million units, while automobile sales remain at 3.34 million units [4][10] Company Strategy and Development Direction - The company aims to enhance its competitive strength by reviewing strategies in response to stagnated EV market growth and intensified competition from emerging OEMs [12][14] - Plans include settling losses related to EVs in North America and launching next-generation hybrid systems [14][15] - The company emphasizes a balanced business portfolio across motorcycles and finance to maintain cash flow and a sound balance sheet [15] Management Comments on Operating Environment and Future Outlook - Management acknowledged challenges such as the stagnation of the EV market, protectionism, and supply chain risks [12][14] - The company expects profit growth due to yen depreciation but recognizes the need for incentives in the competitive Asian automobile market [3][12] - Future strategies will be communicated in the upcoming fiscal year, focusing on product features and cost competitiveness [14] Other Important Information - The forecast for full-year dividends is set at 70 JPY per share, unchanged from previous forecasts [5] - The company plans to cancel 747 million treasury stocks as part of its shareholder return strategy [5] Q&A Session Summary Question: Full year outlook and automobile profitability - Management indicated that the fourth quarter may incur higher expenses but expects positive impacts from tariffs and motorcycle sales in Vietnam [20][21] - Concerns about BEV profitability and potential expenses related to negotiations with GM were raised [21][26] Question: EV market trends and mid-term strategies - Management acknowledged the need to revisit EV strategies due to negative demand environments and competition from local manufacturers in China [30][31] Question: Semiconductor supply issues - Management confirmed that they are taking steps to prevent future semiconductor shortages and are closely monitoring supply chain risks [32][39] Question: Tariff impacts and automobile sales strategies - Management explained the reduction in tariff impacts and outlined strategies to improve sales in North America and Japan, focusing on hybrid models [41][43] Question: Rare earth metals supply concerns - Management acknowledged reliance on China for rare earth metals and discussed strategies for securing inventory and applying for export permissions [47][50]