Group 1: Emerging Fields - The release of 5 national standards related to cybersecurity technology aims to strengthen national cybersecurity defenses and promote healthy development of the digital economy [1] - 7 national standards in information technology will ensure interoperability and security of information systems through unified technical application specifications [1] - 3 national standards for artificial intelligence social experiments support the healthy and orderly development of intelligent society [1] - 7 national standards for nanotechnology will assist in unifying relevant technical characterization and testing specifications [1] Group 2: Transportation and Environmental Protection - 44 national standards covering automotive steering systems, vehicle brake fluids, railway construction machinery, rail transit vehicles, shore power for ships, containers, and aerospace components contribute to the construction of a strong transportation nation [2] - 10 energy-saving and environmental protection standards in industrial boilers, meat processing, food processing, alcoholic beverages, and lead-zinc industries support the fight against pollution [2] Group 3: Safety Production - National standards for assessing combustible dust explosion risks and guidelines for gas protection station construction in chemical parks aim to enhance safety levels in chemical production [2] - 5 emergency management national standards, including guidelines for emergency drills and scenario construction methods, are designed to improve emergency response capabilities [2] - 11 mandatory national standards for fire trucks ensure technological advancement in fire truck products and enhance the operational capabilities of fire rescue teams [2] Group 4: Public Services - 3 national standards for educational organization management certification requirements and 7 guidelines for standardized education course construction in logistics, elderly care, automation, and IoT lay the foundation for cultivating versatile talents and promoting education integration [2] - Guidelines for the usability of home health care products and services support the construction of an age-friendly society [2] - 4 national standards related to asset management digital maturity and cultural digital asset valuation aim to improve the digital level of asset management and enhance transparency and security in digital asset transactions [2] Group 5: Daily Life - National standards for smart textiles guide the standardized development of smart textile products [3] - The introduction of national standards for biodegradable plastic shopping bags promotes resource recycling [3] - National standards for testing methods related to formaldehyde content in leather and fur, as well as short-chain chlorinated paraffins, enhance detection capabilities for harmful substances [3] - 8 national standards for surgical implants and sterilization of medical products aim to improve the quality and safety of medical devices [3] - Additional national standards were released for rice, navel oranges, rural toilets, and oil drilling equipment [3]

Core Viewpoint - The December Central Political Bureau meeting emphasizes the importance of maintaining a stable yet progressive approach to economic work in 2026, focusing on expanding domestic demand and optimizing supply to enhance resource allocation efficiency [1][6][21]. Economic Goals and Policy Framework - The meeting highlights the need to continue expanding domestic demand and optimizing supply, aiming for both qualitative and quantitative growth in the economy during the "14th Five-Year Plan" period [1][21]. - The overall policy framework for 2026 will maintain a proactive stance, with a focus on enhancing the quality and effectiveness of development, alongside a more active fiscal policy and moderately loose monetary policy [2][8][22]. Industry Policy Deployment - The meeting outlines a clear path for industry planning in 2026, prioritizing domestic demand and innovation, which will benefit sectors such as consumer goods, AI, digital economy, and new energy [3][10][24]. - Emphasis is placed on reform, opening up, and coordinated development to enhance high-quality growth, benefiting state-owned enterprises and infrastructure-related sectors [3][10][24]. Implications for A-Share Investment - The meeting provides initial guidance for economic work in 2026, focusing on domestic demand, innovation, and reform, which is expected to stabilize market expectations and boost confidence in the A-share market [4][17][26]. - Upcoming central economic work meetings are anticipated to detail specific fiscal, monetary, and industrial measures, further activating market vitality [4][17][26]. Investment Focus Areas - The current policy window indicates a clearer structural focus for 2026, with attention on new productive forces such as AI, renewable energy, and quantum technology, alongside recovery paths for manufacturing and resource sectors [12][26]. - The consumer sector is expected to see a favorable investment environment due to policies aimed at boosting domestic demand, while the trend of companies expanding overseas will enhance profit potential [12][26].

央视网消息：国家税务总局8日举行新闻发布会，最新税收数据显示，今年以来，在消费品以旧换新等政策带动下，消费需求持续释放。 家电、新能源汽车等产品销售保持较快增长，文旅、体育等领域也呈现较高消费热度。 发票数据显示，今年前11个月，手机等通信设备零售业、冰箱等日用家电零售业销售收入同比分别增长20.3%、26.5%。新能源汽车消费 也持续向好，新能源乘用车销售收入同比增长19.1%。 同时，文旅市场新业态新场景不断涌现，激发消费活力持续增强。 今年以来，我国进一步优化离境退税政策和服务，持续优化购物体验，积极助力扩大入境消费。国家税务总局8日发布的最新数据显示， 今年前11个月，退税商品销售额和退税额同比增长98.8%。 据介绍，今年以来，退税商店已覆盖全国28个省区市，截至11月底，全国离境退税商店已达12252家，其中9151家为今年新纳入商店；提 供"即买即退"服务的商店超7000家，退税商品种类也更加丰富。 国家税务总局货物和劳务税司司长谢文称："今年1—11月份，全国离境退税商店销售商品大类达329类，较去年同期增加84类，同比增长 近四成。国货潮品备受青睐，购物吸引力不断提升，以智能手机为代表的国货 ...

西藏日喀则市白朗县，一家企业的糌粑厂房里，生产线高速运转，一旁的仓库里堆满了青稞原料。今年 以来，这家企业产能提升明显，原料收购量持续增加，有效带动周边农牧民增收。 企业发展壮大，得从一笔银行贷款说起。今年初，西藏银行日喀则分行的工作人员主动找上门，为企业 量身定制融资方案。"有了周转资金，扩大生产的底气更足了！"企业负责人罗布旦增说。截至今年9 月，西藏超过2.6万户经营主体被纳入信贷融资支持"推荐清单"，其中超80%的经营主体获得银行新增贷 款，贷款金额突破300亿元，现代金融服务业为小微企业发展注入强劲动力。 着眼民生所需，现代服务业覆盖范围更广泛。截至目前，西藏已实现海拔5000米以上农牧民供暖全覆 盖；自治区具备条件的乡镇、行政村全部通客车。 以人为本，民生保障更可持续—— 今年8月，习近平总书记在听取西藏自治区党委和政府工作汇报时指出："西藏发展有自身特点，要从实 际出发推动高质量发展""积极发展现代服务业"。党的二十届四中全会提出："促进服务业优质高效发 展，构建现代化基础设施体系。" 深入贯彻落实习近平总书记重要指示精神和党中央决策部署，西藏立足自身特点，结合产业实际，积极 发展现代服务业。 ...

庞溟（国家金融与发展实验室特聘高级研究员） 随着中国经济进入新阶段，居民消费率的提高将成为宏观调控、增长内涵和发展质量新的重要的观察指 标和定量目标，并有望作为衡量经济内生动力和社会民生改善的重要参照。 展望后续，预期各项促消费政策将聚焦于五个重点领域，为消费市场的持续扩容提供坚实支撑： 大规模设备更新和消费品以旧换新政策推行一年多来，在稳投资、扩消费、促转型、惠民生等方面取得 明显成效，特别是以旧换新带热了多元消费需求。展望2026年，预期相关政策在结构上将更为突出和提 升服务消费的比重。这意味着政策导向正在从单纯的商品消费扩展到教育、医疗、养老、文旅等服务领 域，更加注重满足居民多样化、品质化的消费需求，推动消费结构进一步优化，带动相关产业链的升级 和扩展，形成新的增长点。 近日，财政部、商务部发布《关于开展消费新业态新模式新场景试点工作的通知》，宣布将支持50个左 右城市开展试点工作，包括4个直辖市、5个计划单列市和部分省会城市，以及若干文旅资源相对丰富的 其他城市。与以往单一的消费促进政策不同，本次试点明确提出新业态、新模式、新场景三维度，强调 财政资金不仅要支持传统消费扩容，更要引导地方在数字化、智 ...

中新网银川12月2日电 (记者 李佩珊)宁夏银川的冬日，屋外清冽，屋里暖意十足。社区"宝宝屋"里，孩 子们搭积木、听儿歌，咿呀笑声驱散了寒意；"医养托"中心里，老人们喝着热茶拉家常、做拉伸，满脸 舒坦。这些日常小温暖，就是银川民生改善最实在的样子。 在银川，幸福在每个人心里有着不一样的模样。对职场妈妈李月荣来说，幸福是孩子能托付家门口"宝 宝屋"，在咿呀互动中慢慢开朗；对求职者胡凡来说，幸福是社区实训营练会技能，找到心仪工作、工 资到账的踏实；对老年人来说，幸福是身边有814个养老设施、98处乐龄大学(教学点)，养老休闲都方 便；对孩子们来说，幸福是500多个儿童之家遍地开花，能尽情玩耍成长…… 目前，银川市城乡居民人均可支配收入分别达到49164元、22299元，五年年均增长5.7%和7.9%，持续 高于经济增速。城乡收入比由2.4:1优化至2.2:1，稳居沿黄九省区省会(首府)城市前列。这五年，银川通 过"五大工程"和"十心"实事，持续为民生"加码"、为幸福"加速"。从收入增长到教育提质，从医疗升级 景岳小学学生观看阅兵式。(资料图) 兴庆区融媒体中心供图 到养老托幼完善，每一项举措都瞄准群众需求，每一个 ...

Core Insights - The global economy is facing significant downward risks, while the Chinese market demonstrates resilience and offers strategic opportunities for global enterprises due to its unique scale and competitive advantages [1][8]. Consumption Market - China's consumer market is characterized by continuous growth in scale, structural optimization, and improving quality, leading to a significant competitive advantage [2]. - From 2014 to 2024, China's total retail sales of consumer goods are projected to grow from 26.2 trillion yuan to 48.3 trillion yuan, reflecting both total volume and structural optimization [2]. - By 2024, final consumption expenditure is expected to contribute 44.5% to economic growth, solidifying its role as the primary driver of economic expansion [2]. Investment Market - China's investment market is attractive due to its complete industrial system, continuously upgrading industrial structure, and significant investment returns [4]. - China is the only country with all industrial categories recognized by the United Nations, showcasing strong resilience in its manufacturing sector [4]. - The urbanization rate is projected to reach 67% by 2024, indicating substantial investment demand potential [4]. Innovation Ecosystem - China's innovation ecosystem benefits from a vast array of application scenarios, rapid technological iteration, and a strong talent pool [5]. - China ranks 10th in the Global Innovation Index, marking a significant rise and leading among middle-income economies [5]. - As of July 2024, 250 million people in China have received higher education, providing a robust talent reserve for innovation [5][6]. Market Environment - The continuous improvement of China's market environment is evident through deepened institutional openness, optimized business conditions, and the establishment of fair competition [7]. - Since the establishment of the first free trade zone in 2013, significant institutional innovations have been replicated nationwide, enhancing foreign investment conditions [7]. - By the end of 2024, the total number of registered business entities in China is expected to reach 189 million, fostering a collaborative development environment among state-owned, private, and foreign enterprises [7]. Overall Market Advantages - China's market advantages are comprehensive and systemic, characterized by a large and continuously upgrading consumer market, a solid and improving investment environment, a vibrant and talent-rich innovation ecosystem, and an increasingly open and transparent institutional environment [8]. - In the face of global economic uncertainties, China's stability and growth potential are particularly valuable, with expectations of maintaining a high contribution rate to global economic growth over the next five years [8].

Core Viewpoint - Since the beginning of the 14th Five-Year Plan, Shaanxi has prioritized the aspirations of its people for a better life, focusing on employment, education, healthcare, and social security to enhance the sense of gain, happiness, and security among its citizens [1] Employment Stability - Employment is regarded as the foundation of people's livelihoods, with Shaanxi placing it at the forefront of economic and social development. The province has implemented targeted measures to stabilize employment for key groups [2] - Youth employment initiatives focus on college graduates, with a consistent job placement rate of over 80% for graduates over the past five years. Special plans have been introduced to create one million job training positions [2] - For migrant workers, Shaanxi promotes both local and external employment opportunities, maintaining a stable workforce of over 2.1 million former poverty-stricken individuals each year [2] - The province has assisted 669,800 unemployed individuals in finding jobs and 201,500 individuals facing employment difficulties, ensuring zero-employment families are dynamically cleared [2] Public Service Enhancement - The core expectations of the public revolve around quality education, accessible healthcare, and warm elderly care, which are the main focus areas for Shaanxi's public service improvements [3] - In education, Shaanxi has made significant strides towards equitable and high-quality education, with a focus on improving resources and reducing disparities between urban and rural areas [3][4] - Healthcare services have been enhanced to ensure quality medical resources are available closer to home, with the establishment of four provincial medical centers and several traditional Chinese medicine hospitals [4] - Elderly care services have been improved, with a focus on community-based support, resulting in the establishment of numerous elderly care centers and meal assistance programs [4] Service Optimization - Shaanxi has focused on addressing public service bottlenecks through digital reforms, enhancing the efficiency of healthcare and social services [5][6] - The province has transitioned from traditional medical insurance cards to digital codes, achieving a 94.53% activation rate for insurance codes, facilitating easier access to medical services [5] - Healthcare processes have been streamlined, with 2,305 public medical institutions eliminating prepayment for outpatient services, thereby lowering barriers for patients [5] - Social services have been simplified, with marriage registration now available across provinces and significant reductions in processing times for funeral services [6]

Core Insights - A high-quality elderly care asset auction in Shanghai has concluded, attracting significant industry attention, with the asset sold for 342.5 million yuan, reflecting a premium rate of approximately 11.7% [1][2] Group 1: Auction Details - The asset was listed for auction starting October 13 and concluded on November 10, with a starting price of 306.5 million yuan [2] - The asset is located at 425 Luoxiu Road, Xuhui District, covering an area of 8,000 square meters and a total construction area of 26,559 square meters, including 20,386 square meters above ground and 6,173 square meters underground [2] - The project is part of the Shang Hai Yue Ting residential complex, which opened in late 2022 with an average price of approximately 94,000 yuan per square meter [2] Group 2: Market Demand and Infrastructure - The surrounding area has a high demand for elderly care services, with 30% of the population aged 60 and above within a 3-kilometer radius, and convenient transportation options including two metro lines under construction [2] - Nearby medical facilities include major hospitals within a 10-minute drive, providing essential healthcare resources for integrated medical and elderly care services [2] Group 3: Company Strategies and Developments - Fosun and Dajia Insurance's joint acquisition aims to fill the gap in high-end elderly care services in the Xuhui District, leveraging Dajia's capital strength and Fosun's operational expertise [2] - Dajia Insurance has established a comprehensive insurance group with a focus on elderly care, launching the "Dajia's Home" brand to cater to diverse elderly needs [3][7] - Fosun Health has secured over 11,000 beds across nearly 10 cities, focusing on high-end elderly care communities and integrated health services [8][11] Group 4: Industry Growth Potential - The elderly care market is projected to exceed 12 trillion yuan by 2024 and reach 25 trillion yuan by 2030, driven by an aging population [12] - In Shanghai, the elderly population aged 60 and above is expected to reach 5.78 million by the end of 2024, representing 37.6% of the total population, indicating a strong demand for quality elderly care services [12] - The auctioned project is the first public trading pilot for implementing high-quality elderly care service development in Shanghai, signaling a shift towards professional, large-scale, and high-quality elderly care solutions [13]

21世纪经济报道 记者郭聪聪 实习生徐若萱 养老，既是关乎发展全局的"国之大者"，也是牵动千家万户的"民之关切"。 在"十五五"时期即将来临之际，大家保险集团与21世纪经济报道携手，于安徽合肥共同举办"第四届保 险养老融合与发展论坛(合肥站)"。 同时，大家保险联合尼尔森IQ发布了《中国城市商业养老白皮书2026》（以下简称《白皮书》），不 仅揭示了"中国式养老"面临的三大不确定性，还首创"三维九问"诊断模型，为中国家庭提供一份寻 找"确定性"养老方案的行动指南。 养老问题关乎国家发展全局，"十四五"时期，我国已经积极把应对人口的老龄化上升为国家战略。 "'十五五'时期，我国人口老龄化程度将继续加深。"大家保险集团党委副书记、总经理孙先亮在致辞中 指出，大家保险作为国有金融机构，高度关注中国式养老课题，自成立之初就选择了以服务型养老作为 战略突破口，坚定不移地推进战略落地。 他指出，家庭养老需求正在从基本的生活照料向品质服务提升，养老责任也从家庭单一主体向社会多元 化协同转变，保险公司也要从单一的保障供给向综合服务拓展，保险与养老融合发展正在成为应对中国 式养老的重要模式。 南开大学经济学院教授、博导，南开大 ...