1月6日，江苏召开"高质量完成'十四五'规划"系列主题新闻发布会的第七场，围绕"推进美丽江苏建 设"主题进行发布。江苏省生态环境厅、省发展改革委、省自然资源厅、省水利厅、省农业农村厅有关 负责人出席介绍相关情况并答记者问。 以绿色金融助推转型升级，加大与财政金融机构的协调沟通，进一步优化升级环境经济政策，打通绿色 金融政策共享通道，助推绿色低碳转型。优化升级"环保贷"；做大做强"环保担"，为环保项目提供优惠 融资服务；联合省财政厅、国开行江苏省分行推出"环基贷"，通过财政贴息的方式支持生态环境基础设 施项目的建设，累计授信金额超100亿元。联合举办绿色金融转型金融协同发展推进会，持续引导金融 资本流向生态环境领域；成功推荐南京市江宁区的黄龙岘EOD项目入选生态环境部首批参考案例。 据悉，江苏省国家生态文明建设示范区，"两山"实践创新基地，目前总数量位居全国前列。下一步，江 苏生态环境系统将牢固树立"绿水青山就是金山银山"理念，坚持依法依规监管、同时也做到有力有效服 务，加快推动经济社会发展全面绿色转型，以生态环境高水平保护支撑经济高质量发展。 以准入管理推动产业优化，出台《关于进一步优化环评与排污许可管理支撑 ...

Group 1: Fiscal Policy and Budget - In 2025, the total general public budget revenue is projected to reach 192.05 billion, with a year-on-year growth of 4.6%, while expenditures are expected to be 674.218 billion, growing by 4.2% [1] - The region's fiscal departments are implementing a more proactive fiscal policy, achieving a continuous "double growth" in revenue and expenditure for 12 months, marking the first time in nearly six years [1] - Over 37.3 billion has been allocated to support major projects, including the Pinglu Canal and the Beibu Gulf International Gateway Port [1] Group 2: Economic Empowerment and Tax Policies - A series of tax reduction and fee reduction measures are expected to inject over 26 billion into the economy, with administrative fees decreasing by 13.9% year-on-year [2] - Financial support for enterprises includes over 115.1 billion in subsidized loans benefiting more than 44,000 businesses, reducing financing costs by over 1.2 billion [2] - The government investment guidance fund has facilitated investments in 147 enterprises, with a total of 23.114 billion in new capital contributions [2] Group 3: Social Welfare and Living Standards - In 2025, total spending on people's livelihoods is projected to be 539.235 billion, a year-on-year increase of 4.3%, accounting for 80% of general public budget expenditures [3] - Expenditures in key areas such as transportation, energy conservation, and social security have shown double-digit growth rates, indicating an improvement in the quality of life [3] - The scale of livelihood spending has reached a historical high, exceeding the previous peak by 22.3 billion [3]

Market Overview - The A-share market showed a strong performance with the Shanghai Composite Index approaching 4100 points, while the ChiNext Index and Shenzhen Component Index rose by 0.41% and 0.35% respectively, with a total trading volume of 1.85 trillion yuan, an increase of 538 billion yuan compared to the previous trading day [1] Semiconductor Sector - The semiconductor index rose by 2.20%, reaching 8181.14 points, with notable stocks such as ChipSource Microelectronics and Nanda Optoelectronics both increasing by 20% [2][3] Brain-Computer Interface Sector - The brain-computer interface sector continued to perform strongly, with companies like Innovation Medical and Nanjing Panda achieving three consecutive trading limit ups. Strong Brain Technology completed approximately 2 billion yuan in financing, marking it as the second-largest financing in the brain-computer interface field after Neuralink [4] Hong Kong Market - The Hong Kong market saw declines, with the Hang Seng Index and Hang Seng China Enterprises Index both dropping nearly 1%. Alibaba fell by nearly 4%, while companies like WuXi AppTec and China Life rose over 3% [5] Precious Metals Market - International precious metals experienced a downturn, with spot gold dropping below 4480 USD per ounce, while spot silver saw a slight decrease but maintained a year-to-date increase of 13% [6] Base Metals Market - The base metals market showed a strong performance, with SHFE nickel rising nearly 8% and SHFE tin increasing by nearly 6%. The LME copper reached a record high, driven by supply concerns [7]

摘要 ： 中国共产党江苏省第十四届委员会第十次全体会议就制定"十五五"规划提出建议，强调把握中国 式现代化江苏新实践的重要地位，推动高质量发展，深化改革开放，促进共同富裕，统筹发展与安全，加 快建设现代化强省。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 中国共产党江苏省第十四届委员会第十次全体会议深入学习贯彻党的二十届四中全会精神和习 近平总书记对江苏工作重要讲话精神，就制定我省国民经济和社会发展"十五五"规划提出以下 建议。 一、准确把握"十五五"时期在推进中国式现代化江苏新实践中的重要地位和经济社会发展的总 体要求、主要目标 （1）"十四五"时期江苏发展取得重大成就。 "十四五"时期是江苏发展历程中极不平凡的五 年。面对错综复杂的外部形势和艰巨繁重的改革发展稳定任务，全省上下坚持以习近平新时代 中国特色社会主义思想为指导，坚决贯彻党中央决策部署，全面落实习近平总书记对江苏工作 重要讲话精神，坚持一张蓝图绘到底、扎扎实实抓落实，团结奋进、砥砺前行，经受住世纪疫 情严重冲击，有效应对一系列重大风险挑战，坚决扛好经济大省挑大梁责任，推 ...

盘面上，芯片产业链再度强势，半导体设备、存储芯片方向领涨，中微公司、北方华创续创历史新高； 光刻胶概念爆发，国风新材3天2板；算力硬件持续上扬，PCB、CPO、液冷方向均表现不俗，淳中科技 涨停；有色镍等工业金属概念走高，格林美涨停；可控核聚变概念走强，王子新材等多股涨停；电网设 备股走强，三变科技等多股涨停；创新药等部分医药股表现活跃，必贝特20%涨停。下跌方面，券商股 回调，银行、油气、白酒、军工等板块跌幅居前。 展望后市，华西证券认为，春季躁动提前，牛市格局依旧未改。行业配置上，建议关注新兴成长和反内 卷周期机遇。 热门板块 1、存储芯片概念强势 存储芯片概念再度强势，盈新发展2连板，普冉股份、恒烁股份、香农芯创、江波龙等跟涨。 1月7日，A股早盘红盘震荡，沪指逼近4100点，创业板指突破2025年10月30日的阶段高点，刷新2021年 12月底以来的新高，半日成交额1.84万亿，较上个交易日放量538亿。截至午间收盘，沪指涨0.29%，深 成指涨0.35%，创业板指涨0.41%。 据第一财经分析，A股市场开年表现强劲，从短期来看，是由人民汇率预期趋稳和春季行情预期的共同 驱动。中长期来看，是A股市场的 ...

Group 1 - Jilin Province's total annual electricity consumption exceeded 100 billion kilowatt-hours for the first time, reaching 101.19 billion kilowatt-hours, with a year-on-year growth of 6.49%, marking a significant milestone in the province's economic expansion [1] - The growth rates of electricity consumption by sector were as follows: primary industry 13.6%, secondary industry 4.2%, tertiary industry 10.1%, and residential use 7.5% [1] - Specific industries such as chemical raw materials and products manufacturing, chemical fiber manufacturing, and electronic equipment manufacturing saw electricity consumption growth rates exceeding 40%, while accommodation and catering, wholesale and retail, and financial industries experienced growth rates above 10% [1] Group 2 - Since 2025, State Grid Jilin Electric Power Company has taken significant steps to ensure food security by fully electrifying 17,800 high-standard farmland wells before spring plowing [2] - The company established 571 service teams to provide on-site support, visiting over 22,400 individuals in agricultural production and identifying 6,100 potential electricity safety hazards [2] - Efforts to optimize the electricity business environment included implementing a "project leader" system to support key enterprises and major projects, completing electricity connection tasks for 576 significant projects, and reducing connection costs by 910 million yuan [2]

Group 1 - The core point of the news is that Qianli Technology's stock price increased by 5.35% to 12.02 CNY per share, with a trading volume of 617 million CNY and a turnover rate of 1.16%, resulting in a total market capitalization of 54.344 billion CNY [1] - Qianli Technology, established on December 1, 1997, and listed on November 25, 2010, is primarily engaged in the research, production, and sales of passenger vehicles (including new energy vehicles), motorcycles, engines, and general gasoline engines, as well as financial investments [1] - The company's revenue composition is as follows: manufacturing accounts for 98.14%, real estate for 0.99%, and other sources for 0.87% [1] Group 2 - From the perspective of major fund holdings, one fund under ICBC Credit Suisse has heavily invested in Qianli Technology, with the ICBC CSI 1000 Index Enhanced A fund increasing its holdings by 19,560 shares to a total of 283,700 shares, representing 1.09% of the fund's net value, making it the third-largest holding [2] - The ICBC CSI 1000 Index Enhanced A fund, established on March 28, 2023, has a current scale of 209 million CNY, with a year-to-date return of 3.15% and a one-year return of 60.69%, ranking 827 out of 4,192 in its category [2]

Core Insights - The 2026 China Marketing Trends Report emphasizes four key themes: "Digital Intelligence, Trust, Engagement, and Community" as foundational elements for brand marketing strategies [1][6][8] - The report identifies eight major marketing trends based on benchmark cases from the 2025 Golden Craftsman Awards and in-depth industry interviews, providing practical guidance for brands [1][6] Digital Intelligence - Digital intelligence is becoming the underlying support for marketing, with AI agents evolving into agentic AI, promoting "marketing equality" and enabling brands to achieve user insights and content generation through full automation [1][8] - The key starting point for companies' digital transformation is the establishment of a marketing knowledge base, which consolidates organizational experience and information throughout the process [20][21] Trust - Trust is returning to the essence of marketing and becoming a core competitive advantage for brands. Brands need to build a tangible "trust currency" through transparent communication, value resonance, and commitment fulfillment [1][8] - The role of AI in attention allocation is highlighted, with brands needing to create content that is friendly to large models, adapting to AI understanding and recommendation logic [1][8] Engagement - "Engagement" marketing emphasizes human warmth and social virality, with "human-centric marketing" becoming a differentiated asset. Brands should establish clear personas and interact with users in a genuine and principled manner [2][8] - The use of IP and meme culture as social currency is crucial, with brands needing to explore core elements of IP and design shareable "meme points" to stimulate user-generated content [2][8] Community - "Community" is identified as a key growth driver, with brands needing to deeply engage with community cultures before seeking broader reach. Instant retail is pushing marketing towards "community precision farming" and "just-in-time supply" [2][8] - Brands should empower employees and stakeholders to create a co-creation and win-win marketing ecosystem, as demonstrated by successful collaborations [2][8] Conclusion - The report concludes that marketing has entered a new phase characterized by intelligent collaboration, trust-driven strategies, and community symbiosis. Brands must balance foresight with practicality, leveraging technology, trust, and user-centric approaches to seize growth opportunities in a transformative landscape [1][6][8]

【环球网财经综合报道】日前，美国公布的2025年12月经济数据显示，ISM制造业指数从48.2小幅下降至47.9，已连 续10个月低于50，并创下自2024年10月以来新低；新订单已连续第四个月收缩，出口订单仍然疲弱。就业人数连续 第11个月下降。 半岛电视台近日发文称，2025年美国经济经历了贸易紧张局势、关税加征和政府停摆的冲击，但消费支出强劲与人 工智能相关投资高位支撑了经济，人工智能成为经济增长支柱，投资驱动GDP增长。就业市场保持低失业率，但也 面临岗位增长放缓。 2026年，预计美联储将维持宽松货币政策，逐步减弱刺激政策，通胀将趋于美联储目标。科技股可能面临回调风 险，金融和房地产等行业有望受益。然而，美国经济的脆弱性仍受贸易政策、总统权力范围及全球贸易环境等风险 因素影响。 前美联储主席耶伦则在近日警告称，一种名为"财政主导"的情景正在酝酿，即庞大的债务规模可能迫使央行将利率 维持在低位以降低偿债成本，而非专注于遏制通胀。据美国国会预算办公室预计，美国赤字今年将达1.9万亿美元， 债务占GDP比重将升至100%并持续攀升。 ...

Group 1 - The core viewpoint of the article emphasizes the impact of government subsidy policies on consumer spending, particularly in the automotive and home appliance sectors, projecting a total consumption boost of 3.92 trillion yuan [2] - The government aims to replace 18.3 million vehicles under the old-for-new policy, with nearly 60% being new energy vehicles, and 192 million home appliances, with 90% being of first-level energy efficiency [2] - The continuation of the "national subsidy" policy is expected to support the recovery of domestic consumption, having previously activated latent demand in the automotive and home appliance industries [2][3] Group 2 - The ISM manufacturing index in the U.S. fell from 48.2 to 47.9 in December, marking the largest contraction since 2024, with 15 industries experiencing shrinkage [4] - The report indicates that new orders have contracted for four consecutive months, and employment numbers have decreased for 11 months, although the rate of decline has slowed [4] - High inflation and trade tensions are putting increasing pressure on U.S. manufacturing, leading to a decline in production willingness [4] Group 3 - Shanghai is accelerating the establishment of a low-altitude economy advanced manufacturing cluster, targeting a core industry scale of approximately 80 billion yuan by 2028 [5] - The recent measures provide clear quantitative goals and financial support for enterprises, indicating a systematic approach to developing the low-altitude economy [5][6] - The low-altitude economy is expected to create more opportunities in related industries as regional and supply chain collaborations become tighter [6] Group 4 - NVIDIA launched the new Rubin AI platform at CES, which significantly reduces the cost of inference token generation and the number of GPUs needed for training mixed expert models [7] - The platform represents a major advancement in AI chip technology, maintaining NVIDIA's competitive edge with annual updates [7][8] - NVIDIA's strategy includes strengthening its software ecosystem and providing new open-source models for applications in autonomous driving and robotics [8] Group 5 - Intel introduced its first 18A process PC chip, the Core Ultra3, which is expected to enhance local AI inference, graphics processing, and energy efficiency [9] - The 18A process represents Intel's highest level of semiconductor manufacturing technology, aimed at improving chip performance and power efficiency [9][10] - The launch of this chip is critical for Intel to demonstrate its technological capabilities and regain market position amid competitive pressures [10] Group 6 - Tesla has introduced a five-year interest-free car purchase plan for its Model 3 and Model Y vehicles in China, amid declining global sales [11] - The company faced an 8.6% year-over-year drop in global deliveries, marking the first time it was surpassed by BYD in electric vehicle sales [11][12] - Tesla's strategy appears to be shifting towards autonomous driving technology and robotics to explore new revenue growth avenues beyond vehicle sales [12] Group 7 - The China Securities Regulatory Commission (CSRC) is leading a multi-department initiative to combat financial fraud in the capital market, focusing on enhancing legal frameworks and company governance [13] - The initiative aims to create a comprehensive system to deter financial fraud and improve the overall integrity of the capital market [13][14] - Recent actions have seen several companies delisted due to financial fraud, highlighting the increased penalties and enforcement efforts [14] Group 8 - The stock market showed strong performance with the Shanghai Composite Index reaching a ten-year high, driven by significant trading volume and active market participation [15] - The market's upward trend is supported by favorable fiscal and monetary policies, alongside increased efforts to combat financial fraud [16] - The influx of external capital is primarily motivated by a fear of missing out on potential gains, indicating a bullish sentiment towards the A-share market [16]