大河网讯（记者 申华 王怡潇）2025年，河南省消费、外贸增速均居全国前列，为全省经济增长提供了 有效支撑。1月6日，在河南省推动2026年第一季度经济发展实现良好开局若干政策措施新闻发布会上， 河南省商务厅党组书记、厅长王振利在答记者问中介绍了2026年一季度河南在促消费、稳外贸方面的针 对性措施。 促消费方面，坚持惠民生和促消费紧密结合，"政策+活动+场景"协同发力，重点抓好消费品以旧换 新、活动促进、场景培育等工作。稳外贸方面，将全面落实国家稳外贸政策，创新完善河南举措，聚焦 重点市场、重点产业、重点企业精准发力，大力发展新业态新模式。 2026年消费品以旧换新工作已启动智能眼镜纳入补贴范围 优化实施消费品以旧换新。根据国家统一安排，河南省已于1月1日启动2026年消费品以旧换新工作，继 续对汽车、家电、数码产品等领域进行补贴，优化了补贴品类和标准，同时将智能眼镜纳入补贴范围。 将会同有关部门指导各地加快完善商家库、商品库，优化审核兑付流程，让消费者参与更方便、兑付更 快捷。 "乐享河南"新春消费季活动将举办省级将发放2亿元消费券 开展系列促消费活动。岁末年初正值消费旺季，将举办2026年"乐享河南"新 ...

| ENTHS | 12.12 | 截至收盘斩获连板个股 | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | 再升科技 | 5 | 商业航天 | | *ST银昌 | 3 | 商业航天 | | 中源家居 | 3 | 跨境电商 | | 法尔胜 | 2 | 等屋制品 | | 华蒙线缆 | 2 | 商业航天 | | 中利集团 | 2 | 光伏储能 | | 中超控股 | 2 | 商业航天 | | 雪人集团 | 2 | 商业航天 | | 通光线缆 | 2 | 商业航天 | | *ST宁科 | 2 | 合成生物 | | 航天动力 | 2 | 氢能装备 | | 百大集团 | 2 | 零售 | | 广西广电 | 2 | 智慧交通 | | 亚翔集成 | 2 | 芯片 | | 天力复合 | 2 | 商业航天 | 多只商业航天股连板，再升科技5连板，*ST铖昌3连板。一图速览今日连板股>> 12月12日，Wind数据显示，A股市场共计83只个股涨停。多只商业航天股连板，再升科技5连板，*ST 铖昌3连板。一图速览今日连板股>> ...

Group 1 - The core viewpoint emphasizes the importance of major projects in stabilizing the macroeconomic environment and achieving the goals set for the "14th Five-Year Plan" [1] - Guangdong has established nearly 2,100 technology enterprise incubators and innovation spaces to promote the transformation of scientific and technological achievements [1] - The successful grid connection of the world's largest "Hualong One" nuclear power base in Fujian is expected to generate 20 billion kilowatt-hours annually, showcasing significant progress in major engineering projects [1] Group 2 - The new development philosophy is crucial for addressing development challenges and enhancing competitive advantages, with a focus on innovation, coordination, green development, openness, and sharing [2] - Anhui is leading industrial innovation through technological advancements in cutting-edge fields such as quantum information and artificial intelligence, contributing to the formation of future industries [2] - The promotion of ecological corridors in Hubei through the transformation of chemical enterprises reflects a commitment to green development [2] Group 3 - The achievements during the "14th Five-Year Plan" period lay a solid foundation for the upcoming "15th Five-Year Plan," with various regions proactively planning for future development [3] - Jiangxi's finance department is collecting suggestions for 2026's livelihood projects, indicating a focus on targeted measures to enhance public welfare [3] - Zhejiang is innovating in the integration of basic public services, demonstrating a commitment to improving the quality of life for its citizens [3]

Group 1 - The Hainan Free Trade Port will officially start its full island closure operation on December 18 this year, opening up broader cooperation opportunities [1] - The Hainan Overseas Friendship Association serves as an important bridge to connect compatriots from Hong Kong, Macau, Taiwan, and overseas, playing a significant role in promoting the construction of the Free Trade Port [2] - The potential for business opportunities in Hainan is highlighted, with emphasis on the region being a platform for shared development benefits for Hainanese people worldwide [2][5] Group 2 - Malaysian enterprises can leverage Hainan's policy advantages in sectors such as tropical agriculture, food processing, tourism services, health, high technology, and cross-border e-commerce to access the vast Chinese market [5] - Thai enterprises possess unique advantages in agriculture, food, tourism, rubber, and automotive parts, which can complement Hainan's strategic advantages in policy, location, environment, and openness [5][7] - The closure of the Hainan Free Trade Port is viewed as the starting point for institutional innovation, with a call for attracting global vision enterprises to establish regional headquarters and R&D centers in Hainan [7]

Core Viewpoint - The "Light Industry Stabilization and Growth Work Plan (2025-2026)" aims to enhance the role of light industry in stabilizing growth, promoting consumption, and improving livelihoods, with a focus on new growth points such as smart home products and elderly and infant goods [1][2] Group 1: Key Tasks and Objectives - The plan outlines five key tasks: optimizing supply, expanding consumption, maintaining international competitiveness, optimizing the industrial ecosystem, and enhancing high-quality development momentum [2] - It aims to address structural contradictions in consumption supply and promote both qualitative and quantitative growth in light industry, supporting industrial stability and consumption recovery [2][5] Group 2: Supply and Demand Relationship - The plan emphasizes the need to enhance supply-demand adaptability by accelerating product innovation and utilizing artificial intelligence to analyze consumer needs [6][7] - It includes initiatives to improve quality assurance and brand cultivation across various sectors, with a target of completing 300 industry standard revisions annually [6][7] Group 3: Consumption Expansion - The plan promotes traditional consumption through policies like appliance replacement and aims to cultivate new consumption growth points in health, elderly care, and smart home products [6][7] - It also encourages the application of new business models, such as AI in product design and manufacturing, to facilitate personalized production [7] Group 4: Export and Domestic Demand - The plan seeks to maintain international competitiveness by optimizing trade structures and supporting leading enterprises in global brand development [8] - It promotes new foreign trade models, including cross-border e-commerce, and aims to enhance public services for enterprises expanding internationally [8][9] Group 5: Industrial Ecosystem Optimization - The plan outlines measures to promote collaborative development within the industrial chain and to support the establishment of leading enterprises in key sectors [9] - It emphasizes the importance of digital transformation and green development as core strategies for enhancing competitiveness and sustainability in traditional industries [9]

Group 1 - The 2025 China International Service Trade Fair (CIFT) is being held in Beijing, with participation from 85 countries and international organizations, highlighting its role in enhancing service trade cooperation between China and other nations [1][2] - The fair serves as a professional platform for addressing service trade development issues, emphasizing the urgent need for rule alignment, optimized business environments, and standardized practices in the context of the growing importance of service trade in the global economy [1][2] - CIFT is recognized as a showcase for China's digital technology and innovation capabilities, with services like cloud computing, big data, and cross-border e-commerce driving the vitality of service trade and providing opportunities for overseas Chinese businesses [1][2] Group 2 - The fair is evolving from a "showcase" to a "transaction platform + scenario hub," enhancing the efficiency of cooperation and transactions through an immersive experience that integrates various sectors [2] - CIFT acts as a multifunctional bridge for overseas Chinese businesses, facilitating quick access to Chinese policies and industry ecosystems, matching supply and demand accurately, and amplifying brand visibility in the service trade sector [2]

Core Insights - The number of registered business entities in Guangdong Province has surpassed 20 million, marking a net increase of 953,100 entities, or 5%, compared to the end of 2024, maintaining its position as the highest in the country [1][5] - The entrepreneurial environment in Guangdong is thriving, with a significant increase in the number of companies compared to individual businesses, indicating a shift towards larger-scale operations [2][5] Business Composition - Among the 20 million registered entities, there are 9 million enterprises and 11 million individual businesses, with the proportion of enterprises increasing, reflecting a trend towards more organized business structures [2] - The private economy is a major driver of Guangdong's economy, with 19.25 million private economic organizations, representing 96.45% of total business entities, and a year-on-year growth of 6.47% [2][5] - Private enterprises have reached 8.35 million, showing a year-on-year increase of 10.6%, while individual businesses have grown by 3.52% to 10.91 million [2] New Economic Trends - Approximately 37.92% of newly established companies in Guangdong are engaged in "new quality productivity," with 414,600 new "four new economy" enterprises [3][4] - The digital economy sector has seen a significant year-on-year growth of 25.41%, with 167,600 new digital economy enterprises established [3][4] Investment Climate - Foreign investment confidence in Guangdong is increasing, with 230,000 registered foreign-invested enterprises, a net increase of 15,000, or 6.97%, since the end of 2024 [4] - The Guangdong-Hong Kong-Macao Greater Bay Area has become a preferred destination for foreign investment, with 18,500 new foreign-invested enterprises established in the nine cities of the Greater Bay Area, accounting for 97.73% of the total new foreign enterprises in the province [4] Economic Vitality - Guangdong's business entity growth from 19.04 million to 20 million in just nine months highlights the province's remarkable entrepreneurial density, with one business for every six residents [5] - The scale of registered enterprises in Guangdong is significantly higher than that of leading U.S. states, showcasing its robust market vitality [5][6] - The growth of 20 million business entities reflects Guangdong's strong economic foundation, successful transformation and upgrading, and favorable business environment [6]

Core Viewpoint - Zhengzhou aims to implement the spirit of the Central Urban Work Conference by enhancing urban resilience, improving citizen happiness, promoting historical and cultural heritage, stimulating innovation and entrepreneurship, increasing openness, and refining smart governance systems, contributing to China's modernization efforts [1][2]. Group 1: Urban Resilience - Zhengzhou is committed to enhancing urban safety by learning from past disasters, such as the "7·20" heavy rain, and is advancing infrastructure projects to improve disaster response capabilities [3]. - The city is focusing on a comprehensive public safety network and strict law enforcement to maintain social stability and safety [3]. Group 2: Citizen Happiness - The city prioritizes public services in education, healthcare, and elderly care, aiming for equitable distribution and improved service quality [4]. - Initiatives include the establishment of a 100 billion yuan youth innovation and entrepreneurship fund and a plan to retain one million university graduates over five years [5]. Group 3: Cultural Heritage - Zhengzhou, as one of China's ancient capitals, is enhancing its cultural heritage through the development of a comprehensive museum and archaeological park system [6]. - The city aims to creatively transform and develop traditional culture, ensuring historical resources are preserved and integrated into modern life [6]. Group 4: Innovation and Entrepreneurship - The city is focusing on innovation-driven development, with significant growth in high-tech industries and a robust research and development ecosystem [7]. - Zhengzhou plans to deepen the integration of education, technology, and talent to foster a conducive environment for innovation [7]. Group 5: Openness - Zhengzhou is positioned as a major transportation hub, with significant achievements in international trade and logistics, including a high ranking in cargo throughput at its airport [8]. - The city is enhancing its cross-border e-commerce capabilities and aims to become a national innovation demonstration zone [8]. Group 6: Smart Governance - The city is implementing a "党建+网格+大数据" governance model to improve efficiency and responsiveness in public service delivery [9][10]. - Since the introduction of a unified platform for governance, over 7.2 million events have been processed, enhancing public satisfaction and trust in local governance [10]. Group 7: Regional Development - Zhengzhou is leveraging its role as a central city to drive regional development through integrated urban planning and collaboration with surrounding areas [11].

Group 1 - As of August 31, 2025, a total of 5,432 listed companies in A-shares disclosed their semi-annual reports, showing continuous optimization of industrial structure and steady strengthening of endogenous momentum [1] - In the first half of 2025, the total operating revenue of listed companies reached 35.01 trillion yuan, a year-on-year increase of 0.16%, while net profit was 3 trillion yuan, up 2.54% year-on-year, with an acceleration of 4.76 percentage points compared to the previous year's full-year growth [1] - Nearly 60% of companies reported revenue growth, over three-quarters achieved profitability, with 2,475 companies showing positive net profit growth and 1,943 companies experiencing both revenue and net profit growth [1] Group 2 - Leading industries are showing significant profitability advantages, with accelerated industry concentration driven by policies and funding, particularly in AI, chips, and optical modules, which are driving growth across the entire industrial chain [3] - The performance of small and medium-sized enterprises is notable, with revenue growth in the ChiNext, Sci-Tech Innovation Board, and Beijing Stock Exchange reaching 9.03%, 4.90%, and 6.08% respectively, significantly surpassing the overall market level [3] Group 3 - The advanced manufacturing sector is leading in performance, with industries such as military, new energy, and medical devices showing strong results [7] - The "old-for-new" subsidy policy has led to sustained high growth in the production and sales of new energy vehicles, with related companies seeing net profit growth exceeding 30% [7] - The home appliance replacement trend has resulted in industry revenue and net profit growth exceeding 9% [7] Group 4 - Despite facing tariff pressures from the U.S., listed companies demonstrated resilience, achieving overseas revenue of 4.90 trillion yuan, a year-on-year increase of 4.50%, with the proportion of overseas income rising for three consecutive years [9] - Shipbuilding has led globally, with export delivery value increasing by 38.6%, and listed companies in this sector reporting revenue growth of 23.42% and net profit growth of 135.33% [9] - Emerging markets have become a core growth driver, with domestic internet giants accelerating overseas warehouse layouts, leading to significant investment growth in cross-border e-commerce, exceeding 15% [9]

Core Viewpoint - The Chinese government is accelerating the implementation of policies to support service trade, indicating a positive growth trend in this sector [1][2]. Group 1: Policy Initiatives - The State Council's recent study emphasizes the need to enhance the international competitiveness of service exports, focusing on areas such as research, consulting, e-commerce, and digital service trade [2]. - The Ministry of Commerce plans to introduce a series of measures to promote service exports, including optimizing zero tax rate declaration procedures and increasing export credit insurance support [2][5]. - The government aims to leverage the effects of visa-free policies to attract more foreign tourists, thereby boosting travel service exports [2][3]. Group 2: Service Trade Growth - The global service export is projected to grow by 4% by 2025, with major economies showing robust growth in service trade during the first half of the year [1]. - In the first half of the year, transportation service exports reached 418.5 billion yuan, growing by 23.9%, while travel service exports surged to 174.87 billion yuan, marking a 68.7% increase [2][5]. Group 3: Digital Service Trade - The development of digital service trade is prioritized, with a focus on cross-border e-commerce and the digital transformation of trade processes [3]. - The Ministry of Commerce is set to promote and regulate cross-border data flow, which is crucial for many multinational companies [3]. Group 4: Negative List Management - The reduction of the negative list for cross-border service trade is a key strategy for expanding service imports [3][4]. - The government is actively monitoring the implementation of the negative list and addressing any challenges that arise [4]. Group 5: Future Outlook - The next phase is expected to see increased support from fiscal, tax, financial, and regulatory measures for service trade, particularly service exports [5]. - Overall, service trade is anticipated to maintain growth throughout the year, with an ongoing optimization of trade structure [5].