Group 1 - The new round of automobile consumption subsidy policy will be implemented in 2026, providing significant savings for consumers purchasing new energy vehicles [1] - Consumers can receive a subsidy of up to 20,000 yuan for scrapping old cars and purchasing eligible new energy passenger vehicles, with a 12% subsidy on the new car sales price [1] - For replacing old cars, a subsidy of up to 15,000 yuan is available, with an 8% subsidy on the new car sales price [1] Group 2 - The total savings from the national subsidy and vehicle purchase tax reduction can reach up to 35,000 yuan when both are combined [1] - For a new energy vehicle priced at 100,000 yuan (excluding VAT), the total savings amount to 16,425 yuan when scrapping an old car and 12,425 yuan when replacing an old car [1] - Not all new energy vehicles are eligible for these subsidies; only those listed in the Ministry of Industry and Information Technology's directory can benefit from both the national subsidy and tax reduction [2] Group 3 - The technical standards for eligible models will change in 2026, with the pure electric range requirement for plug-in hybrid vehicles increasing from 43 kilometers to 100 kilometers [2] - The application process for the national subsidy and vehicle purchase tax reduction differs, but consumers can apply for both simultaneously [3] - The national subsidy application requires submission of materials through the national automobile circulation information management system, while the vehicle purchase tax reduction is automatically processed by the tax system upon vehicle registration [3]

"死了么"APP创始人计划以100万元出让公司10%的股份。若以此计算，该APP的估值已达到1000万元人民币。 整理 ｜何雨婷 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ "死了么"APP估值已达1000万元，创始人称开发成本仅1000多元 近日，苹果应用商店一款名为"死了么"的App受到关注，相关话题登上微博热搜榜。据介绍，该应用是为独居人群打造的轻量 化安全工具，用户需要设置紧急联系人并签到，若连续多日没在应用内签到，系统将于次日自动发送邮件告知紧急联系人。 据该APP创始人之一的郭先生介绍，项目大约在2025年年中立项，而APP的实际开发时间不到一个月，初始投入成本仅"1000多 块钱"。随着用户量激增，服务器的压力也随之而来。郭先生表示，团队正在忙于服务器扩容以承载暴涨的流量，这些都是需要 缅甸KK园区635栋非法建筑全部拆除 内存条跑赢金价，商家称100根内存条能买上海1套房 马斯克：X平台将于七天内开源其算法 OpenAI和软银对合作伙伴SB Energy投资10亿美元 全球首次，印尼暂时封禁马斯克旗下AI聊天机器人 成本的。"有想过会火，但没 ...

1月10日，晨曦初露，豫东南高新技术产业开发区（以下简称"豫东南高新区"）已被激昂的节奏唤醒。 苏信合作产业园（二期）建设工地上，塔吊如钢铁巨人在天空划出弧线，打桩机铿锵有力如奋进的脚 步，电焊枪迸溅的钢花宛若璀璨烟火。 上午9时，豫东南高新区2026年度首批重点项目开工仪式在中创新航信阳基地项目工地举行。中创新航 信阳基地、电子信息产业园、储能创新装备制造产业园、豫东南高新区燃气管网及储气设施建设项目 （一期）、遵义大街南延工程、豫东南大桥等6个项目同步开工。项目总投资达127.25亿元，涵盖新能 源、新一代电子信息技术、新一代智能装备制造等多个战略性新兴产业领域。 作为全球领先的新能源科技企业，中创新航科技集团股份有限公司落子信阳，在豫东南高新区布局先进 锂离子电池生产线，建设51GWh动力与储能电池项目，并预留新一代电池生产的技术接口、产能空间 及配套设施，以保障项目长期迭代升级能力。"我们看中的，就是这片充满活力和机遇的热土。"中创新 航信阳基地项目负责人叶寿全说。 中创新航是新能源领域的头部企业，已具备"海陆空"全场景服务能力。截至2025年7月，企业在全球动 力电池市场占有率已达5.4%，装机量持 ...

Group 1 - TSMC is progressing well with the development of its next-generation 1.4nm process, planning to start risk production in 2027 and gradually ramp up production in 2028. The company expects sales to reach NT$335 billion in December 2025, a year-on-year increase of 20.4%, slightly exceeding market expectations. Cumulative sales for 2025 are projected at NT$3.81 trillion, reflecting a year-on-year growth of 31.6% [2] - OpenAI is advancing audio AI technology and plans to release a more natural real-time voice model in 2026, aiming to replace screen interactions with voice. The company is also investing $1 billion with SoftBank Group in SB Energy to support its growth as a data center developer and operator [2] - Meta has reached agreements with nuclear power suppliers Oklo, Vistra, and TerraPower to potentially acquire up to 6.6 GW of nuclear power capacity by 2035, positioning itself as the largest nuclear energy buyer among tech giants to support its data center operations [2] - Merck is reportedly in talks to acquire cancer drug developer Revolution Medicines for between $28 billion and $32 billion, which would mark a significant transaction in the recent biotech merger wave and enhance its oncology product line [2] Group 2 - Geely Holding is likely to announce an expansion plan in the U.S. within the next 24 to 36 months, with brands like Zeekr and Lynk & Co potentially suitable for the U.S. market, aiming to accelerate its global layout and expand into high-end overseas markets [5] - BAIC New Energy has launched a pilot operation for the Arcfox Alpha S (L3 version) in collaboration with Beijing Mobility, with the first batch of vehicles expected to enter designated areas by Q2 2026, promoting the commercialization of autonomous driving technology [5] - China Resources Microelectronics has signed a strategic cooperation agreement with TCL Industries and Zhonghuan Lianxing, focusing on power devices, smart power modules, and MCUs to enhance competitiveness in the semiconductor supply chain [5] - Tencent's Chief AI Scientist stated that the company has a strong 2C gene and faces challenges in the 2B market in China, indicating a future exploration of differentiated development paths for 2B business [5] - Stone Technology has received approval from the CSRC for its Hong Kong IPO, planning to issue no more than 33.108 million shares, which will further expand its financing channels [6] Group 3 - Samsung Electronics' Galaxy S26 Ultra model will support eSIM and is expected to be released next month, while major tech companies like Google, Microsoft, and Meta are seeking memory supply support from Samsung and SK Hynix due to global memory shortages [11] - Toyota remains the top-selling car brand in Indonesia for 2025, while Tesla has surpassed Toyota in global market capitalization, reflecting ongoing market optimism for the electric vehicle sector and increasing pressure on traditional automakers [11] - Sumitomo Metal Mining is investing in a nickel wet processing plant in Indonesia to build a stable resource supply network, with Japan's nickel metal production expected to reach 106,000 tons by 2025 [11] - BMW Group expects global sales of 2.464 million units in 2025, a slight increase of 0.5% year-on-year, with a 12.5% decline in the Chinese market, while European and U.S. markets show growth of 7.3% and 5.0%, respectively [13] - LVMH is reportedly collaborating with Chinese beauty brand Mao Geping, although specific details of the partnership have not been disclosed, indicating its expansion in the beauty sector [13]

转自：贵州日报 本报讯（记者 陈露）记者近日从贵阳经开区获悉，"十五五"时期，该区将持续提升产业能级，拟打造5 个百亿级产业集群。 做大新能源汽车产业，鼓励奇瑞万达、忠辉重工等企业，积极布局智能网联汽车、"三电"系统、变速箱 等产业，加快实现从核心零部件到整车制造的产业闭环。 巩固提升优势产业，推动贵阳烟厂技改、同济堂生产线扩建及科研大楼建设等项目，以健康医药、烟草 （百亿级产业）等产业的稳健发展，稳住经济"基本盘"。 同时，该区将落实《工业园区高质量发展指引》，完善空间治理，优化空间布局，持续提升产业配套基 础设施建设水平，引导园区特色化、集约化、数智化、绿色化、规范化发展。 做强先进装备制造业，打造百亿级航天防务装备和基础件产业集群。依托航空和航发产业基础，打造百 亿级航空关键零部件和大飞机生产配套产业集群。 做优电子信息制造业，依托贵阳海信、航天电器、鼎盛铜业等企业，打造百亿级液晶电视和服务器产业 集群、百亿级铜基新材料产业集群。 ...

Group 1 - The semiconductor equipment orders continue to show strong growth at the beginning of 2026, following a robust trend since the second half of 2025, supported by accelerated project implementation and increased customer delivery speed [1] - Emerging industries, including energy storage, new energy vehicles, wind power, artificial intelligence, and commercial aviation, have recently announced significant orders, indicating a combination of industry cycles, market demand, and corporate strategies [1] - The new semiconductor manufacturing base in Zhengzhou, with a total investment of 1.8 billion yuan, is expected to be completed by 2027, focusing on core equipment for semiconductor back-end testing and IoT safety production equipment [2] Group 2 - The energy storage sector has also seen a notable increase in order volume, with several companies announcing large orders that are expected to significantly boost future performance [2] - Companies like Haiqi Communications have secured multiple large energy storage orders since November 2025, validating their market recognition and laying a solid foundation for future business expansion [2] - Many companies are prioritizing overseas orders as a key growth area for 2026, with firms like Aibisen planning to optimize global layouts and consolidate overseas market advantages [3] Group 3 - The recent surge in orders at the beginning of the year is attributed to a combination of industry cycles, market demand, and corporate strategies, emphasizing the importance of accurately capturing industry recovery points and opportunities [4] - The immediate impact of large orders on cash flow and market confidence is significant, but the quality of performance realization depends on the company's execution capabilities and cost control [4] - High-quality orders can drive technological iteration and capacity optimization, creating a positive cycle from orders to production and further orders [4] Group 4 - The announcement of large orders at the beginning of the year can significantly boost stock prices, but investors should focus on the sustainability of these orders [5] - It is crucial to differentiate between contract amounts and revenue that can be recognized in the current year, paying attention to order gross margins and the company's capacity to meet delivery schedules [5]

Core Insights - The article highlights the investment philosophy of Liu Bin, a fund manager at GF Fund, emphasizing a research-driven approach to identify industry trends and investment opportunities [1][2]. Group 1: Investment Philosophy - Liu Bin focuses on significant industry trends rather than short-term market fluctuations, aiming to build a resilient investment portfolio through in-depth research [1][2]. - His investment style is characterized by a blend of growth stocks and some cyclical stocks, with a focus on long-term alpha generation while balancing risks [5][6]. Group 2: Industry Expertise - Liu Bin has extensive experience across various sectors, including non-metallic building materials, pharmaceuticals, and new energy, which has contributed to his deep understanding of industry cycles [2][4]. - His research methodology involves creating comprehensive databases to analyze supply and demand dynamics, allowing for a nuanced understanding of market conditions [2][3]. Group 3: Focus on Emerging Industries - Liu Bin has shown a strong interest in emerging industries such as AI, robotics, and innovative pharmaceuticals, which he believes will drive significant growth in the coming years [6][7]. - He identifies the "engineer dividend" as a key factor for future excess returns in China, leveraging the country's advantages in engineering talent and R&D capabilities [6][7]. Group 4: Performance Metrics - During his tenure at Xinhua Fund, Liu Bin achieved a cumulative return of 144.66% for the Xinhua Industry Cycle A fund, ranking in the top 5% among similar products [3]. - His current fund, GF Rui Xuan, has delivered a cumulative return of 32.80% since June 2023, outperforming major indices [3][5].

Economic Growth Projections - In 2025, Lishui District is expected to achieve a GDP growth of around 6% [1] - General public budget revenue is projected at 7.261 billion, with a growth of 2.7% [1] - Industrial output value for large-scale industries is forecasted to reach 127.7 billion, growing by 7% [1] - Retail trade volume is anticipated to be 97 billion, increasing by 13% [1] - Revenue from the service industry is expected to be 10.57 billion, with a significant growth of 19.6% [1] Industrial Development - The new energy vehicle industry in Lishui achieved an output value of 65 billion, growing by 8.3% [1] - The new pharmaceutical and life health industry, intelligent manufacturing equipment, and smart agriculture industries reported output values of 10.2 billion, 18.1 billion, and 2.42 billion respectively [1] - The numerical control machine tool functional components industry cluster has been recognized as a "national-level" cluster [1] - The precision transmission and electromechanical equipment industry cluster has been selected as a provincial-level characteristic industry cluster for small and medium-sized enterprises [1] Investment and Market Development - Lishui has initiated market-oriented investment promotion and established a district-level investment company [1] - A 3 billion industrial development fund has been set up, leading to the attraction of 100 projects with investments exceeding 100 million and 5 high-energy projects [1] Innovation and Technology Growth - The number of high-tech enterprises is expected to increase by 39, with 1,451 technology-based small and medium-sized enterprises registered [2] - Four national-level specialized and innovative "little giant" enterprises and 83 provincial-level specialized and innovative small and medium-sized enterprises are anticipated to be added [2] - One national-level excellent intelligent factory and ten provincial-level advanced intelligent factories are expected to be recognized, along with eight provincial-level green factories [2] Service Optimization - Continuous improvement of government services is being implemented, including a service commissioner work mechanism [2] - An operational complaint supervision center for the business environment has been established, achieving a satisfaction rate of 96.3% for handling enterprise requests [2]

Economic Growth - The regional GDP has increased by 5.9% [1] - The total investment from signed projects reached 122.3 billion [1] - The industrial added value for the first eleven months grew by 8.2% and 11.2% respectively [1] Industrial Development - The petrochemical and steel industries achieved an industrial output value exceeding 270 billion [1] - The integrated circuit industry generated revenue of 47.213 billion, marking an 8.9% growth and accounting for 51.43% of the city's total [1] - The biopharmaceutical industry reported revenue of 43.5 billion, with a 12% increase [1] Project Highlights - Major projects include the construction of high-end daily chemical products and high-performance additives [1] - The launch of the first domestically produced general-purpose GPU chip by Muxi [1] - The total investment from Huatianshi in Jiangbei exceeds 34 billion [1] Strategic Goals - The focus for the year includes achieving a 5% growth in comparable GDP and positive growth in total social investment [2] - The integration of Jiangbei New Area and Pukou District aims to enhance development capabilities through unified leadership and operations [2] - The strategic layout is centered around "2+4+N" industries, emphasizing technological and industrial innovation [2]

2026年开年以来，全球资金对中国资产的配置热情持续高涨。从港股市场的密集增持到海外主题ETF的 持续吸金，从机构报告的积极展望到实际资金的加速流入，外资以"唱多又做多"的双重动作，彰显出对 中国经济韧性与资产价值的坚定信心。 接受《证券日报》记者采访的专家普遍表示，外资加码中国资产是多重利好共振下的理性选择，核心原 因集中在三个维度——基本面企稳回升筑牢根基、估值优势凸显吸引力、开放红利持续释放提升便利 性。同时，随着中国产业升级提速，具备持续研发能力与全球化布局的企业将成为外资长期配置核心， 科技股引领的结构性行情有望贯穿全年，中国资产正凭借清晰的成长逻辑成为全球资金配置的重要标 的。 东方金诚研究发展部高级副总监白雪向《证券日报》记者表示，"债券通""互换通"等机制的优化完善， 以及中国债券市场纳入更多国际指数，正显著提升熊猫债对全球长期投资者的吸引力。同时，主权财富 基金、养老金、资产管理公司等资金的配置需求增长，将为外国机构、国际组织和跨国企业进入这一市 场注入更强动力。 布局动作频频 外资对中国资产的青睐，首先体现在实打实的加仓动作中。开年以来，以摩根大通、贝莱德为代表的国 际资本纷纷开启"扫货模 ...