黄山市市场监督管理局关于公布2026年第1期食品安全监督抽检信息的通告 近期，黄山市市场监督管理局组织抽检了114批次样品。根据食品安全国家标准、产品明示标准和质量要求检验和判定，其中抽样检验项目合格样品112批 次、不合格样品2批次（详见附件）。 对抽检发现的不合格食品，属地市场监管部门已组织开展核查处置。 特此通告。 黄山市市场监督管理局 食品监督抽检产品合格信息 | 序 | | | | 被抽样单 | | | 生产日期/ | 备 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | 标称生产企业名称 | 标称生产企业地址 | 被抽样单位名称 | 位所在省 | 食品名称 | 规格型号 | 分类 批号 | 注 | | | | | | 份 | | | | | | 1 | 北京二锅头酒业股 份有限公司 | 北京市大兴区瀛海镇工业区兴海路2号 | 黄山麦供商贸有限 公司 | 安徽 | 北京二锅头酒 | 500mL/ 瓶、 | 2025/4/27 酒类 | | | | | | | | | 56%vol | | | | 2 | 湖南省长康实业有 ...

利好共振推动板块配置价值升温 临近元旦及春节传统消费旺季，居民消费预期升温带动市场资金加大对A股大消费板块的关注度，叠加 顶层设计对新一年提振内需消费的高度重视以及海南自由贸易港日前封关，共同推动A股大消费板块近 期投资价值的提升。 日前召开的中央经济工作会议以"八个坚持"部署2026年经济工作重点任务，其中"坚持内需主导，建设 强大国内市场"摆在首位，具体举措包括深入实施提振消费专项行动、扩大优质商品和服务供给、优 化"两新"政策实施、清理消费领域不合理限制措施等，进一步强化了市场对2026年增加促消费政策供给 的预期，被视为是提振消费板块后市行情的重要支撑。 此外，海南自由贸易港于日前启动全岛封关运作，在持续吸引投资者关注的同时，也推动了A股相关概 念板块持续走热，万得海南自贸港概念板块表现一度位居A股所有概念板块前列。 ● 本报记者 胡雨 在开源证券商贸零售研究团队负责人、首席研究员黄泽鹏看来，海南自贸港通过在制度层面上的降本增 效，将持续改善经营主体成本结构，提升货物贸易自由化与便利化水平，并增强市场活力；从消费端 看，政策红利将进一步放大海南在旅游与消费领域的吸引力，有利于带动旅游消费及相关零售业态 ...

Core Viewpoint - Analysts generally expect a "strong start" for A-shares after the holiday, with a market structure characterized by "stable heavyweight indices and active technology growth" throughout May [1][2]. Group 1: Market Sentiment and Economic Factors - The easing of Sino-US trade tensions during the May Day holiday has boosted global risk appetite, leading to a rapid appreciation of the RMB and a significant rebound in Chinese equity assets [1][4]. - The global stock markets are gradually returning to pre-"equal tariffs" levels, indicating two potential scenarios: resolution through negotiations or continued fiscal expansion by major economies if negotiations fail [2][4]. - Analysts highlight that the market is currently in a policy observation phase, with a focus on domestic demand and the potential impact of US Federal Reserve policies and LPR dynamics [5]. Group 2: Sector Focus and Investment Opportunities - AI+ is expected to be a key investment theme in May, driven by high capital expenditure in the AI sector from overseas firms and significant advancements in domestic technology industries [1][3]. - Analysts are optimistic about technology stocks in the 5-6 month period, considering factors such as the resolution of negative first-quarter reports and ongoing progress in AI applications and computing power [2][4]. - The focus on themes such as military, self-sufficiency, and new consumption sectors is emphasized, with a particular interest in AI applications, computing power, and consumer goods [3][4].