自2024年3月国务院发布《推动大规模设备更新和消费品以旧换新行动方案》以来，"两新"政策已成为 我国扩大内需、促进绿色转型的重要抓手。2024年7月，国家发展改革委和财政部联合印发《关于加力 支持大规模设备更新和消费品以旧换新的若干措施》，统筹安排3000亿元左右超长期特别国债资金，加 力支持大规模设备更新和消费品以旧换新。2025年，"两新"政策加力扩围，拓展了消费品类别、设备更 新支持范围。2025年12月，国家发展改革委和财政部印发《关于2026年实施大规模设备更新和消费品以 旧换新政策的通知》，对政策进一步优化，呈现出从"加力扩围"到"提质增效"的特征。 2025年政策的鲜明特征是"加力扩围"，其重点在于扩大政策覆盖面和增强支持力度，政策实施成效显 著。全年以旧换新相关商品销售额超2.6万亿元，惠及超3.6亿人次。2025年1—5月，大规模设备更新拉 动设备工器具购置投资同比增长17.5%，增速比全部投资高13.6个百分点。2025年1—11月，家电以旧换 新超1.28亿台，带动相关商品销售额超2.5万亿元；在循环利用方面，2025年1—10月，我国规范拆解电 视机、电冰箱、洗衣机、空调和电脑等"四 ...

Domestic News - The Chinese government aims to improve water efficiency, with the water consumption per ten thousand GDP decreasing by 4.4% in 2024 compared to 2023 [1] - The Ministry of Water Resources reported a slight increase in total water consumption nationwide, while unconventional water supply continues to rise, optimizing the water source structure [1] - The State Council is advancing legislative work for 2025, focusing on various financial regulations and management guidelines [2] - China has established the world's largest internet-based electricity service system, with over 400 million registered users and an online processing rate exceeding 97% [2] - In the first five months of this year, China approved 468 new national standard substances, marking a 65.9% year-on-year increase [2] - The China Logistics and Purchasing Federation reported a warehouse index of 50.5% for May, indicating stable growth in the warehousing sector [3] - Chongqing has released a list of 42 low-altitude economic application scenarios and 40 capability lists, focusing on modern urban governance and low-altitude logistics [3] - Zhengzhou is enhancing consumer subsidies in key sectors like automobiles and home appliances, launching a gold and jewelry consumption subsidy program [3] International News - Emerging markets have seen record inflows of funds into stocks and bonds over the past eight weeks, with nearly $95 billion in cash inflows in the latest week [5] - The Bank of Thailand has revised its inflation forecast for the year to a range of 0.0% to 1.0% [5] - The Reserve Bank of India unexpectedly cut interest rates by 50 basis points, marking the third consecutive rate cut, with a total reduction of 100 basis points since 2025 [5] - The Swiss National Bank stated it does not aim to prevent trade balance adjustments or gain unfair competitive advantages for the Swiss economy [5]