Core Insights - The company is launching the 2025 "Digital Economy Year-End Review & Report & Top 100 List"招商计划, covering various sectors such as digital retail, digital life, mobile travel, industrial e-commerce, cross-border e-commerce, digital education, digital health, and logistics technology [1][11] Group 1: Year-End Review Series - The company is initiating its 17th annual "Year-End Review" series, which aims to provide a professional retrospective and trend prediction rather than just a simple listing of events [2] - The series will include significant events in various sectors, including fresh e-commerce, digital retail, content e-commerce, second-hand e-commerce, logistics technology, AI e-commerce, and major players like Alibaba, Pinduoduo, and JD [5][6] Group 2: Reports and Rankings - The company will release the 2025 annual series of reports and rankings, utilizing its self-developed e-commerce database "DianShuBao" and various research methods such as data analysis, partner surveys, platform evaluations, user surveys, and expert interviews [9][12] - The reports will cover a wide range of topics, including market data reports for various sectors like cross-border e-commerce, digital health, and digital education, as well as investment and financing reports [16][17] Group 3: Publication Channels - The reports and rankings will be published through multiple channels, including the company's own media, self-media matrix, and a registered user base of over 500,000, which includes government departments, investors, and e-commerce service providers [20][25] - The annual reports and rankings are considered influential indicators in the e-commerce and digital economy sectors, useful for public relations, financing endorsement, brand promotion, and market research [36]

Market Overview - Global economic growth in 2025 showed unexpected resilience, driven by preemptive consumer spending, AI capital expenditure, and a strong stock market, leading to better-than-expected growth in Asia-Pacific emerging economies[4] - In 2026, growth drivers for Asia-Pacific emerging economies may weaken marginally, with a "front-low and back-stable" moderate slowdown expected due to high base effects[4] Stock Market Performance - A-shares opened strong in 2026, with the Shanghai Composite Index rising 1.38%, and nearly 4,200 stocks advancing, marking a 12-day winning streak[13] - The Dow Jones Industrial Average closed at 48,977.2, up 1.2%, while the S&P 500 and Nasdaq rose 0.6% and 0.7%, respectively[6] - European markets strengthened, with the Euro Stoxx 600 index up 0.9% and the DAX 30 rising 1.3%[7] Commodity and Currency Movements - International oil prices increased, with NYMEX crude oil rising 1.74% to $58.32 per barrel, and Brent crude up 1.7% to $61.76[24] - Gold prices rose by 2.82% to $4,451.5 per ounce, while silver increased by 7.94% to $76.657 per ounce[24] Fixed Income Market - U.S. Treasury yields fell by 2-4 basis points due to an unexpected decline in the ISM manufacturing index, with the 10-year yield at 4.16%[27] - The primary market was active, with issuance exceeding $37 billion, about half of the expected issuance for the week[27] Sector Highlights - In the U.S. stock market, energy stocks led gains, with the energy index up 2.67%[7] - In Hong Kong, the Hang Seng Index rose slightly by 0.03%, while the Hang Seng Tech Index increased by 0.09%[9] Emerging Market Insights - The KOSPI index in South Korea surged 3.4% to 4,457 points, while the Nikkei 225 in Japan rose 3.0% to 51,832 points[19] - The S&P Mexico IPC index increased by 1.4%, closing at 65,014 points, with the materials sector leading gains[7]

杭州将为每位来杭游客送上"三个一"服务：一张杭城消费礼遇卡，线上线下均可通用，推出涵盖吃 住行游购娱的丰富优惠，更有政府消费券叠加折扣，实现"E卡在手、嗨购全城"；一个"杭城好物"线上 专区，集聚杭州六小龙AI科技新品等万款杭产好物，一站式购买杭州特色商品；一档《消费之夜》栏 目，官方消费指南为大家提供沉浸式导购服务。 一批"杭城好物""数贸优品"在活动中展示。 活动现场启动了上海、杭州、宁波、长春、西安、昆明六城跨区域消费联动。后续，六城将依托各 自独特优势，搭建政策赋能、首发经济、美食购物、经典旅游、非遗老字号、重要展会等多元协同的消 费合作框架，通过资源共享、经验互鉴，让外贸优品互通、特色消费互补。 作为长三角消费核心城市，沪杭两地进一步筑牢协同根基。活动中，杭州市上城区、拱墅区、西湖 区、余杭区，与总部设于上海的拉扎斯网络科技、能良电商、百胜中国、盒马四家行业领军企业签约。 发布推介活动结束后，现场嘉宾还参与了杭帮菜品鉴交流活动。 1月3日，"赛会之城 购物天堂"2026年杭州新春消费季发布推介活动在上海举行。今年，杭州将聚 焦扩大汽车消费、促进大宗消费、繁荣餐饮消费、做大入境消费、升级平台消费、挖潜 ...

Group 1 - The long-term assessment mechanism for pension funds exceeding 7 trillion yuan has been introduced, aiming to promote long-term investments and enhance the capital market [1] - Over 40 A-share companies have forecasted a year-on-year increase in performance for 2025, particularly in the electronics, machinery, basic chemicals, and pharmaceutical sectors [1] - A-share listed companies are expected to distribute over 2.6 trillion yuan in dividends for 2025, marking a historical high, with significant contributions from both the Shanghai and Shenzhen stock exchanges [1] Group 2 - Approximately 50 trillion yuan in medium to long-term deposits are set to mature in 2026, drawing market attention amid declining interest rates [2] - The insurance industry has seen bond issuance exceed 100 billion yuan annually for the past three years, reflecting challenges in capital management and regulatory requirements [2] - The "cold resources" sector is experiencing growth, with new consumer dynamics emerging from events like the Changchun Snow Festival [2] Group 3 - Changyuan Tungsten has raised its procurement prices for tungsten concentrates for the first half of January 2026 [3] - Bridgewater's founder, Ray Dalio, has warned that the current AI hype is in the early stages of a bubble, with U.S. stock performance lagging behind non-U.S. equities and gold [4][5] - Nvidia's CEO highlighted the rise of open-source models as a catalyst for innovation in the AI industry during a recent conference [6] Group 4 - Airbus is expected to deliver 793 aircraft in 2025, achieving a key production target despite previous adjustments due to supply chain issues [6] - Nord Fund's actual controller has changed to Sichuan Energy Investment Group, with no impact on the fund's capital structure [6] - The control of Aerospace Science and Industry Corporation's rocket company is being transferred, with an estimated overall valuation of 11.2 billion yuan [7] Group 5 - Grandpa's Farm International Holdings has submitted a listing application to the Hong Kong Stock Exchange, focusing on baby food and household products [7] - The Shanghai Stock Exchange has issued a regulatory warning to Tianpu Co. for inadequate risk disclosures related to its AI business [8][9] - Dengyun Co.'s actual controller has been arrested for illegal public deposit collection, but the company's operations remain unaffected [10]

一、上市公司重要公告 1月5日盘后，红棉股份、长高电新、先锋精科、尚纬股份、百川能源、南亚新材、好太太、信科移动、 航亚科技、深赛格、合富中国、富特科技、莱绅通灵、ST逸飞、中钢洛耐、博通集成、万泽股份等17 家A股上市公司披露减持情况，当日暂无A股上市公司披露增持情况。 二、外围市场与关联资产 周一美股三大指数集体收涨，道指涨1.23%创历史新高，纳指涨0.69%，标普500指数涨0.64%；大型科 技股涨跌不一，特斯拉涨超3%，亚马逊涨超2%，Meta、高通涨超1%，苹果、美光、博通、甲骨文、 AMD跌超1%。 纳斯达克中国金龙指数收涨0.53%，嘉楠科技涨9.01%，万物新生涨8.58%，康迪车业涨8.34%，叮咚买 菜涨7.89%。 此外，纽约期金突破4470美元/盎司，日内涨0.43%；纽约期银日内涨9%，现报77.41美元/盎司。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核 ...

一、国际新闻 周一国际金融市场波动显著，贵金属与能源板块受地缘政治及宏观政策影响表现活跃。纽约期金价格突 破4470美元/盎司，日内涨幅达0.43%，此前曾触及4460美元/盎司，日内涨幅一度超3%。现货黄金同步 走高，突破4450美元/盎司，日内涨幅2.71%。 大型科技股走势分化，特斯拉涨超3%，亚马逊涨超2%，而苹果、美光跌超1%。 纳斯达克中国金龙指数收涨0.53%，嘉楠科技、万物新生、康迪车业等中概股涨幅超8%。 白银市场表现更为强劲，纽约期银日内大涨9%，报77.41美元/盎司，现货白银突破77美元/盎司，日内 涨幅5.8%，国内白银连续主力合约同步上涨4%，报18898元。 阿塞拜疆国家石油基金宣布从黄金投资中获利超100亿美元，进一步反映贵金属资产配置需求上升。 能源市场方面，受委内瑞拉局势影响，原油期货震荡上行，每桶上涨逾1美元。 美国能源部宣布提供27亿美元加强铀浓缩能力，旨在保障国内能源安全。 美股三大指数集体收涨，道指涨1.23%并创历史新高，纳指涨0.69%，标普500指数涨0.64%，油气股领 涨，哈里伯顿、斯伦贝谢、雪佛龙分别上涨8.8%、8.2%、6.9%。 高盛股价上涨近5% ...

电商榜单价值及影响力 丨 洞察报告 摘要： 报告系统解析了榜单在"用户决策效率提升、平台信任心智构建、品牌增长杠杆释放、行业品质生态促进"等 方面的结构性价值，指出榜单正从简单的推荐工具升级为兼具内容价值、交易价值和品牌价值的综合性经营 组件。 基于用户行为洞察，报告揭示：超过九成消费者会关注榜单商品，超半数用户会优先点击带榜单标识的产 品，榜单已成为购买链路中不可或缺的决策触点。同时，平台在构建"可信消费环境"中的角色也进一步凸显 ——通过专业评价体系、透明的数据机制以及客观化的排序逻辑，榜单成为平台提升用户体验与强化品质心 智的重要抓手。 报告亦通过多个头部品牌的实证案例，展示榜单对曝光、销量、复购与口碑的直接驱动作用，证明榜单正在 形成"良币驱动良币"的正向循环。此外，在 AI 技术发展与用户行为可视化增强的推动下，报告展望榜单未 来将在智能化、个性化与非商业化方向迎来新一轮升级，成为推动行业高质量发展的关键动力。 本报告的发布旨在为行业提供前瞻洞察与系统认知，帮助品牌、平台及生态参与者在竞争加剧的环境中构建 信任优势、提升经营效率，并促进电商行业构筑以品质、透明与智能为核心的新型消费生态。 购物效率和 ...

当地时间1月5日，美股三大股指全线收涨，道指涨1.23%、创历史新高，纳指、标普500指数小幅上涨。 中概股多数上涨，纳斯达克中国金龙指数涨0.49%。商品市场方面，白银大涨，黄金、原油均上涨。 道指创历史新高 美国三大股指收涨，截至当地时间1月5日收盘，数据显示，道指涨1.23%、创历史新高，纳指涨0.69%，标普500指数涨0.64%。 马杜罗在美首次出庭：我无罪 新华社消息，遭美国强行控制的委内瑞拉总统马杜罗夫妇5日中午在美国纽约南区联邦地区法院首次出庭，拒绝美方所谓"犯罪"指控。 马杜罗在法庭上表示，自己是"被绑架的"，"我无罪"，拒绝美方对其一切指控。马杜罗强调，他仍然是委内瑞拉总统。 美国大型科技股涨跌不一，美国科技七巨头指数上涨0.41%。个股方面，特斯拉涨超3%，亚马逊涨近3%，Meta涨超1%，谷歌母公司Alphabet-C涨0.63%， 苹果跌超1%，微软、英伟达小幅下跌。 消息面上，三星联席CEO卢泰文在CES 2026期间透露，公司计划在2026年将搭载谷歌Gemini AI功能的移动设备数量增加一倍，达到8亿台。 中概股走强，纳斯达克中国金龙指数涨0.49%。个股方面，灿谷涨超16% ...

政策明确对新建引领性电商项目、电商平台优化升级、电商基地数字化改造、仓储物流项目、跨境电商 独立站建设、国家级示范园区认定给予贷款贴息或资金补贴奖励，并对年度网络零售额增长显著的企业 予以一定奖励，引导和激励市场要素向电商领域集聚，赋能实体经济发展，为企业发展注入强劲信心。 除了出台专项政策激励电商产业发展，我省还充分发挥绿色农业、冰雪旅游、生态资源等独特优势，深 化电子商务与实体经济深度融合。一方面，大力推动"黑土优品""九珍十八品"等区域公用品牌线上发 展，畅通优质农产品上行渠道；另一方面，创新"电商+冰雪旅游""电商+文化创意"等模式，结合冰雪大 世界、太阳岛雪博会等特色场景开展溯源直播、主题带货，将线上流量转化为实际消费。 在政策与市场的双轮驱动下，"龙江好物"市场竞争力显著增强。数据显示，仅在某头部电商平台，2024 年"龙江好物"总销售额已突破80亿元，汇聚超4000个优质品牌，其中五常大米、龙江乳制品等品类销售 额领跑，特色农产品及新兴网红产品销量增长迅猛。 在系列政策引导与市场活动带动下，我省电商产业呈现快速增长态势。2025年前三季度，全省网上零售 额同比增长16%，增速高于全国平均水平6. ...

此外，江西省各级工会加强与法院、人社等部门协同合作，发挥"三师一室"维权平台作用，受理新就业 形态劳动者等职工群众劳动争议1.9万余件，化解1.4万余件。12351工会服务职工热线受理新就业形态劳 动者诉求453件，提供线上线下法治宣传1246场、身心健康服务2686场。 据了解，江西省总工会扎实推进新就业形态劳动者工会工作，与省委组织部、社会工作部建立"党建带 工建、工建服务党建"工作联动机制，制定新就业形态劳动者工会工作三年行动方案（2023—2025 年），做好以新就业形态劳动者为代表的重点群体工会工作，努力让他们感受到"娘家人"的温暖。 建会入会方面，江西推出8个方面20条工建服务党建举措，将工建与党建一体推进、落实，实现了京东 等多家新业态头部平台企业在赣分支机构建立工会，率先推动将新就业形态劳动者入会写入地方法规， 开展针对性入会服务工作。 江西省各级工会持续建强服务阵地，做好工会驿站的"建管用"和规范化工作，目前全省工会驿站共有 3640个。高标准建设13个"工会服务司机之家"，联合交通部门共同打造46个"司机之家"，有效解决新就 业形态劳动者"吃饭难、喝水难、休息难、充电难"问题。 同时，江西 ...