剔除食品与能源后，全项目指数12月上涨0.2%。当月上涨的类别包括娱乐、机票、医疗、服装、个人 护理和教育。通信、二手车与卡车及家居用品与运营指数则在12月下降。 截至12月，全项目指数12个月涨幅为2.7%，与截至11月的涨幅一致。剔除食品和能源的全项目指数过 去12个月上涨2.6%。能源指数过去12个月上涨2.3%。食品指数过去一年上涨3.1%。 食品 食品指数12月上涨0.7%，家庭食品指数同样上涨0.7%。杂货店六大类目中有五项上涨。其中"其他家庭 食品"指数当月上涨1.6%。谷物和烘焙产品指数上涨0.6%。水果和蔬菜指数上涨0.5%，无酒精饮料指数 上涨0.4%。乳制品及相关产品指数12月上涨0.9%。相比之下，肉类、禽类、鱼类和蛋类指数下降 0.2%，其中鸡蛋指数下跌8.2%。 来源：金十数据 美国劳工统计局今日报告称，全美城市居民消费者价格指数（CPI-U）经季节调整后在12月上涨0.3%。 过去12个月，未季调全项目指数上涨2.7%。 12月居住指数上涨0.4%，是当月整体涨幅的最大贡献项。食品指数上涨0.7%，家庭食品指数和外出就 餐指数同样上涨0.7%。能源指数12月上涨0.3%。 炒股就 ...

Core Viewpoint - The report by Jefferies emphasizes that artificial intelligence will remain the primary theme in China's internet market through 2026, followed by the defensive entertainment sector and the rapidly growing tourism industry [1] Group 1: Market Trends - The market has already factored in recent consumer sentiment and monthly Gross Merchandise Volume (GMV) growth, with a year-on-year GMV increase of 7.5% in the third quarter of September, and growth rates of 4.9% and 1.5% for October and November respectively compared to the same period last year [1] Group 2: Company Preferences - Jefferies lists Alibaba-W (09988) and Tencent Holdings (00700) as the top picks in the internet sector, followed by Baidu Group-SW (09888), Trip.com Group-S (09961), NetEase-S (09999), Kuaishou-W (01024), Tencent Music-SW (01698), JD Group-SW (09618), and Meituan-W (03690) [1] Group 3: E-commerce Focus - The focus in the fast e-commerce sector is shifting from low Average Order Value (AOV) orders to high AOV orders, as the latter offers better unit economics under healthy industry conditions [1] Group 4: Kuaishou Developments - Kuaishou's AI-generated model "K可灵AI" has launched several new products, with analysis indicating that its motion control feature has gained significant popularity in overseas markets since late December and into January, with expectations that Kuaishou's fourth-quarter performance will meet projections [1]

Group 1 - The core viewpoint of the report is that artificial intelligence will remain the primary theme in China's internet market through 2026, followed by the defensive entertainment sector and the rapidly growing tourism industry [1] - The report notes that the market has factored in recent consumer sentiment and monthly Gross Merchandise Volume (GMV) growth, with a year-on-year GMV increase of 7.5% in the third quarter of September, and expected growth of 4.9% and 1.5% in October and November respectively [1] - The report identifies Alibaba-W (09988) and Tencent Holdings (00700) as the top picks in the internet sector, followed by Baidu Group-SW (09888), Trip.com Group-S (09961), NetEase-S (09999), Kuaishou-W (01024), Tencent Music-SW (01698), JD Group-SW (09618), and Meituan-W (03690) [1] Group 2 - The focus in the fast e-commerce sector is shifting from low Average Order Value (AOV) orders to high AOV orders, as the latter offers better unit economics under healthy industry conditions [1] - Kuaishou's AI-generated model "K可灵" has launched several new products, and analysis indicates that its motion control feature has gained popularity in overseas markets since late December and into January, with expectations that Kuaishou's fourth-quarter performance will meet expectations [1]

Group 1 - The core viewpoint of the articles highlights the expansion of quality goods and services supply across various regions, with policies like trade-in programs stimulating consumer activity [1] Group 2 - Key shopping districts are continuously introducing new offerings, such as a unique community park built from an old factory in Xiamen, which has attracted nearly 40 quality brands across retail, entertainment, and sports [5] Group 3 - The "Yangtze River Delta Flavor Corridor" in Ningbo features nearly 100 food stalls from 11 cities in Zhejiang and nearby provinces, showcasing local delicacies and enhancing consumer enthusiasm [10] Group 4 - The ongoing "trade-in" policy in Wuhu, Anhui, has led to increased enthusiasm for automobile purchases, with consumers benefiting from multiple subsidies that lower the barriers to buying cars [12][14] Group 5 - In Xinjiang's Aksu, logistics and delivery efficiency have improved significantly, with daily transport of packages to rural areas achieving nearly 100% coverage in rural e-commerce and express delivery, thereby stimulating county-level consumer activity [15][17]

Group 1 - The core viewpoint of the articles highlights the continuous expansion of high-quality goods and services supply across various regions, leading to enhanced market vitality and steady improvement in consumer capacity [1] Group 2 - Key commercial districts are consistently introducing new offerings, such as a community park in Xiamen featuring nearly 40 quality brands across retail, entertainment, and sports, which has become popular among citizens and tourists [3] - In Tianjin, a newly created market space combines cultural exhibitions, dining, and nearly 100 cultural performances, providing a new leisure option for citizens and tourists during holidays [3] - Tianjin has launched a three-month Spring Consumption Season, introducing new consumption formats and scenarios to stimulate consumer activity [3] - In Liaoyang, a 1,200-acre indoor glass temperature-controlled greenhouse has been developed, offering a unique cultural tourism experience during the ice and snow season, where visitors can enjoy flowers, local specialty products, and performances [3] Group 3 - Anhui has initiated a new energy vehicle Spring Consumption Season for 2026, with Hefei distributing consumption vouchers and implementing a "national subsidy + municipal subsidy" linkage to reduce car purchase costs for citizens [5]

Core Viewpoint - The Ministry of Finance, Ministry of Commerce, and State Taxation Administration of China have jointly issued a notice to launch a pilot program for prize invoices, aimed at stimulating consumer demand and enhancing consumption vitality through fiscal policy [1][2]. Group 1: Pilot Program Details - The prize invoice pilot program will involve organizing a lottery for consumers who obtain invoices for purchased goods and services, covering sectors such as retail, dining, accommodation, culture, entertainment, tourism, sports, and residential services [1]. - The implementation period for the pilot program is set for six months, with approximately 50 pilot cities participating [1]. - Pilot cities are required to develop their own implementation plans, specifying the scope of prize invoices, participation methods, winning rules, prize settings, and reporting of illegal activities [1][2]. Group 2: Policy Features - The pilot program is designed to closely integrate benefits for the public with consumption promotion, focusing on stimulating consumer demand and enhancing the willingness to spend [2]. - The program has a broad coverage and low participation threshold, targeting everyday consumption scenarios such as shopping, dining out, tourism, cultural activities, and life services [2]. - Local governments are encouraged to explore different pilot models based on their economic conditions, population size, and consumption levels, allowing for tailored promotional activities [2]. Group 3: Regulatory Measures - The regulations for the prize invoice program emphasize fairness, justice, and transparency in the lottery process, ensuring that results are publicly available and subject to social supervision [3]. - The pilot cities will utilize technology to monitor the entire process of the prize invoice activities, ensuring the authenticity of consumer behavior and preventing fraudulent activities [3]. - There will be a strong emphasis on fund supervision to prevent violations, creating a robust oversight network to ensure the policy's effectiveness in boosting consumption [3].

Group 1 - The core diplomatic visit of South Korean President Lee Jae-myung to China at the beginning of the year signifies the importance of developing Sino-Korean relations and sends a positive signal to the international community about the commitment to a healthy and stable bilateral relationship [1][3] - The bilateral trade volume between China and South Korea is projected to reach $328.08 billion in 2024, marking a year-on-year increase of 5.6%, with China being South Korea's largest trading partner for 21 consecutive years [4] - The areas of cooperation between China and South Korea have expanded from traditional manufacturing to emerging sectors such as high-end manufacturing, cross-border e-commerce, and digital economy, highlighting the complementary advantages of both countries [4] Group 2 - In 2024, the number of people-to-people exchanges between China and South Korea is expected to reach 7.725 million, with 2.595 million South Koreans visiting China and 5.13 million Chinese residents traveling to South Korea, facilitated by over 1,000 regular flights each week [6] - Cultural exchanges have deepened, with the popularity of Korean cosmetics and films in China and the success of Chinese smart appliances in the South Korean market, indicating a significant cultural influence between the two nations [6][8] - Heartwarming stories of mutual assistance between the two peoples, such as a Chinese driver protecting a South Korean tourist and a South Korean coast guard officer sacrificing his life to save a Chinese citizen, illustrate the growing closeness and goodwill between the two nations [8]

Group 1 - Samsung Electronics Chairman Lee Jae-Yong was spotted purchasing 100 Labubu products at a JD Mall in Beijing, including various blind boxes and figures [2] - The purchase included 10 large figures and 20 blind boxes from different series, indicating a strong interest in collectible toys [2] - Lee's visit coincided with his attendance at a China-Korea business forum, highlighting the importance of cross-border business relations [2] Group 2 - WeChat's security center denied rumors regarding new account suspension rules, clarifying that no such regulations have been issued [4][5] - The platform emphasized that normal social behaviors would not be restricted, countering misinformation circulating online [4][5] Group 3 - Bawang Tea announced the indefinite suspension of a store in Fujian after an employee was filmed improperly handling materials, leading to a thorough internal investigation [8][10] - The company took immediate action by terminating the involved employee and demoting management staff due to oversight failures [10][9] - Bawang Tea reiterated its commitment to food safety and the integrity of its operations, emphasizing the importance of adhering to safety protocols [10][9] Group 4 - Douyin is planning to establish a second headquarters in Shenzhen, focusing on the development of core products and new business initiatives [11] - The project is part of a larger investment initiative in Shenzhen, with a total investment of approximately 157.34 billion yuan across 222 new projects [11] Group 5 - MiniMax's IPO in Hong Kong saw an oversubscription of 1209 times, raising significant interest in the AI sector [11] - The company aims to raise between 3.834 billion to 4.189 billion HKD through its public offering, marking a notable achievement in the AI market [11] Group 6 - Alibaba's AI model for early pancreatic cancer screening has successfully analyzed over 180,000 CT scans, identifying 24 cases of pancreatic cancer, including 14 early-stage cases [11] - The model, developed by Alibaba's DAMO Academy, is part of ongoing collaborations with multiple medical institutions [11] Group 7 - Tesla announced a new financing plan for its Model 3 and Model Y vehicles, offering a 5-year interest-free option for customers who order before January 31 [11] - This initiative aims to make electric vehicles more accessible to consumers, potentially boosting sales in a competitive market [11] Group 8 - Disney's "Zootopia 2" has become the highest-grossing Hollywood film in China, with a box office revenue of approximately 4.25 billion yuan (around 610 million USD) [21] - This achievement highlights the growing influence of animated films in the Chinese market and Disney's successful strategy in the region [21]

据韩国《韩民族日报》2日报道，随着中国在人工智能、机器人等尖端产业领域持续领跑，韩国企业界 内部正逐渐形成"向中国学习"的风潮。在制定未来产业战略时，系统性了解中国技术发展现状已成为韩 国企业难以回避的现实课题。据韩国经济界消息，韩国贸易协会去年12月中旬组织十余家会员企业高 管，前往上海、杭州等地开展为期四天三夜的产业考察，重点了解人工智能、人形机器人等领域的研发 进展与产业生态。 【环球时报驻韩国特约记者 黎枳银】韩国总统李在明于1月4日起对中国进行国事访问，连日来韩国各 界对中韩关系在经贸与新兴产业领域强化合作的期待持续升温。从企业界组团访华考察到资本市场相关 板块逆势上涨，学界、产业界与资本市场纷纷释放积极信号。李在明5日在钓鱼台国宾馆出席中国—韩 国商务论坛时表示，当前两国处在携手开辟合作新航道的关键阶段，有必要以人工智能等未来核心技术 为抓手，推动制造业、服务业等领域合作向更深层次延展。 为配合此次访华，大韩商工会议所牵头组建了涵盖约200家企业的经济代表团随行。这是自2019年12月 以来韩国再度组织大规模对华经贸代表团，具有重要标志性意义。韩媒称，代表团将密集参与中韩商务 论坛、推动多项合作谅 ...

(中国—韩国商务论坛1月5日在北京举行) 南方财经21世纪经济报道记者郑青亭北京报道 "好邻居金不换！"1月5日，韩国总统李在明在北京出席中国—韩国商务论坛时表示，中韩应传承历史上互通有无、持续交流的 精神，通过产业创新和稳定供应链，优势互补，共同开拓超越各自市场的新发展空间。 李在明指出，自1992年中韩建交以来，两国在人员往来、地方合作和经贸交流等方面取得显著成果。两国地方政府间交流项目 从建交初期的8项增至2024年的约700项姐妹城市/友好合作协议；双边贸易额也从建交时的65亿美元增长至2024年的2729亿美 元，中国已成为韩国最大贸易伙伴，韩国稳居中国第二大贸易伙伴地位。 他强调，中韩合作的可贵之处不仅在于成果本身，更在于在国际环境变化中始终坚持互信互惠、持续推进合作，这也是中韩关 系最宝贵的财富。 "李在明2025年6月上台后，对华政策出现了较为清晰的调整。"王俊生表示，一方面强调经贸与地区安全等共同利益，另一方面 在台湾问题上明确将其视为中国内政，并在重要外交场合避免触及中方底线，这为中韩关系的改善奠定了基础。 中国外交部发言人林剑日前表示，中韩互为重要近邻和合作伙伴，期待在两国元首战略引领下 ...