每经记者｜刘艳美 每经编辑｜杨欢 陕西日报消息，1月6日至7日，陕西省省长赵刚到榆林市调研并主持召开座谈会。他强调，要立足带动全省发展的"增长极"定位，落实稳增长各项措施，壮 大特色产业链群，狠抓各类反馈问题整改，坚定不移走好转型发展之路，为谱写陕西新篇、争做西部示范作出更大贡献。 报道显示，赵刚分别前往榆林"时光天街"购物中心，榆林恒神新材料公司、榆林科立科盈科技公司，西安交通大学第一附属医院榆林医院，陕煤曹家滩煤矿 采煤沉陷区治理现场等点位调研。 座谈会上，赵刚要求榆林明确目标、抢抓机遇，大力抓项目、扩投资、促消费，努力实现"十五五"良好开局。要聚力推进榆林能源革命创新示范区建设，充 分利用丰富应用场景和良好产业基础，着力推动科技创新和产业创新深度融合，加快构建特色现代化产业体系，更好助推陕西高质量发展。 解读：公开信息显示，这是陕西省省长新年调研的"第一站"，选择榆林，无疑有着重要深意。 此前，陕西"十五五"规划建议首次明确提出西安和榆林"双极"格局—— "十五五"期间，陕西将实施"双极带动、多点支撑、三区协同"战略，强化西安、榆林两大增长极对全省发展的带动作用。 当地学者分析指出，陕西的区域经济发展呈 ...

来源：财华网 【财华社讯】12月31日，商务部等7部门近日联合印发《关于提质增效实施2026年消费品以旧换新政策 的通知》。商务部消费促进司负责人对《通知》进行了解读。2026年消费品以旧换新工作加强全国统 筹，汽车置换更新等领域补贴政策由地方自主制定调整为全国统一；各地科学制定资金使用计划，均衡 有序推进工作；健全部门协同联动机制，保障政策规范高效实施。同时，给予地方更多自主空间，允许 各地在消费品以旧换新政策框架内，以智能产品为重点支持方向，因地制宜合理自主制定实施补贴政 策，充分调动地方积极性、扩大消费品以旧换新政策效果。 ...

商务部等7部门近日联合印发《关于提质增效实施2026年消费品以旧换新政策的通知》。商务部消费促 进司负责人对《通知》进行了解读。2026年消费品以旧换新工作加强全国统筹，汽车置换更新等领域补 贴政策由地方自主制定调整为全国统一；各地科学制定资金使用计划，均衡有序推进工作；健全部门协 同联动机制，保障政策规范高效实施。同时，给予地方更多自主空间，允许各地在消费品以旧换新政策 框架内，以智能产品为重点支持方向，因地制宜合理自主制定实施补贴政策，充分调动地方积极性、扩 大消费品以旧换新政策效果。 ...

Report Industry Investment Rating The document does not provide an overall industry investment rating. Core Viewpoints - The policy of exempting VAT on the sale of homes held for over 2 years by individuals starting from 2026 will promote the activity of the second - hand housing market and drive the linkage effect between first - hand and second - hand housing [7][8]. - For copper, although price increases may suppress domestic demand, the long - term driving logic remains unchanged, and short - term adjustments provide opportunities for long - term buying [9][10]. - Glass is expected to be strong in the short - term and fluctuate in the medium - term [11]. - For live pigs, the pressure on supply will be concentrated in January, and there are opportunities to short near - month contracts at high prices [12]. Summary by Related Catalogs Real Estate - **Policy Impact**: Starting from January 1, 2026, individuals selling homes held for over 2 years will be exempt from VAT, while those held for less than 2 years will be taxed at a 3% levy rate. This policy will reduce the cost of housing sales, stimulate housing consumption, and promote the activity of the second - hand housing market [7][8]. Metals Copper - **Supply - side**: The 2026 copper concentrate long - term benchmark price TC is set at $0/ton, and policies may lead to structural changes in the smelting industry [9]. - **Demand - side**: The long - term consumption recovery expectation is strong, especially driven by emerging industries such as computing power centers. However, high prices may suppress domestic demand [9][10]. - **Trading Strategy**: Short - term price adjustments are good entry points for long - term buying [10]. Glass - **Short - term Drivers**: Environmental protection issues in Hubei may lead to production cuts, the 01 contract's position - to - warrant ratio is unfavorable to shorts, and low prices in Hebei have stimulated market stocking [11]. - **Medium - term Outlook**: The market may fluctuate due to high inventory levels and weakening basis [11]. Live Pigs - **Market Situation**: In late December, there was a structural shortage of pigs, but the overall inventory change was small. The price increase in late December led to re - stocking, and the pressure will be postponed to January [12]. - **Supply and Demand in January**: The group's January sales plan may be slightly reduced, but the need to avoid selling during the Spring Festival will increase supply pressure. Demand in January may not increase significantly, and prices are expected to rise weakly [12]. Other Metals - **Gold**: Inflation is moderately falling [14]. - **Silver**: It is in a high - level adjustment [14]. - **Zinc**: It shows a fluctuating and strengthening trend [14]. - **Lead**: Inventory increases are pressuring prices [14]. - **Tin**: Supply has been disrupted again [14]. - **Aluminum**: It shows a strengthening and fluctuating trend [14]. - **Alumina**: It continues to be at the bottom [14]. - **Cast aluminum alloy**: It follows the trend of electrolytic aluminum [14]. - **Nickel**: There is a game between capital and industrial forces, and attention should be paid to the emergence of structural opportunities [14]. - **Stainless steel**: The fundamentals limit its elasticity, and attention should be paid to Indonesian policy risks [14]. Chemicals - **PX, PTA**: They are in a high - level fluctuating market. PX supply is increasing while demand is decreasing, and PTA supply is recovering while downstream profits are being squeezed [69][72][73]. - **MEG**: The upside space is limited, and it still faces medium - term pressure. Although there are expectations of load reduction, the inventory accumulation pattern is difficult to change [69][74]. - **Rubber**: It shows a wide - range fluctuation [75]. - **Synthetic rubber**: It is falling from a high level [78]. - **LLDPE**: The upstream inventory is transferred, and the basis is stable [81]. - **PP**: Multiple PDH units are planned to be overhauled in January, and the market is stabilizing and fluctuating [84]. - **Caustic soda**: Attention should be paid to the delivery pressure in January. The market is characterized by high production and high inventory [87][89]. - **Paper pulp**: It shows a fluctuating and strengthening trend [93]. - **Methanol**: It is strong in the short - term [102]. - **Urea**: The fluctuation center is moving up [107]. - **Styrene**: It shows short - term fluctuations [111]. - **Soda ash**: The spot market has little change [116]. - **LPG**: The CP in January is at a high level, and the night - session price has made up for the increase [118]. - **Propylene**: The spot supply and demand are tightening, and there is an expectation of a stop - falling and rebound [118]. - **PVC**: It shows a weak and fluctuating trend. The high - production and high - inventory structure is difficult to change in the short - term [126][128]. Energy - **Fuel oil**: It is in a narrow - range adjustment and may remain strong in the short - term [129]. - **Low - sulfur fuel oil**: The night - session price has fallen, and the spot price difference between high - and low - sulfur fuels is temporarily stable [129]. Shipping - **Container Freight Index (European Line)**: It is fluctuating at a high level. The key issues for the 2602 contract are the height of freight rates, the inflection point time, and the rate of price decline. For the 2604 contract, shorting at high prices has a relatively high probability of winning [131][141][142][143]. Agricultural Products - **Short - fiber, Bottle - chip**: They are fluctuating at a high level [145]. - **Offset - printing paper**: It is advisable to wait and see [148]. - **Pure benzene**: It shows short - term fluctuations [153]. - **Palm oil**: It has a short - term rebound, but the driving force is weak [156]. - **Soybean oil**: It moves within a range, and attention should be paid to the month - spread opportunities [156]. - **Soybean meal**: It fluctuates, and holiday risks should be avoided [163]. - **Soybean**: It is advisable to be cautious and wait and see before the festival [164]. - **Corn**: Attention should be paid to the spot market [167]. - **Sugar**: It is running weakly [171]. - **Cotton**: It maintains a fluctuating and strengthening trend [176]. - **Eggs**: They show short - term fluctuations [181]. - **Live pigs**: Contradictions continue to accumulate, and the price is strong before the festival [184]. - **Peanuts**: Positions are being reduced before the festival [189].

记者30日从全国粮食和物资储备工作会议上获悉，2025年全国各类企业累计收购粮食达到8300亿斤，连续三年稳定在8000亿斤以上。（新华社） 优化支持范围！2026年"国补"政策来了汽车以旧换新按车价比例进行补贴 个人销售住房增值税政策明年起调整购买不足2年住房增值税征收率由5%下调到3% 美联储会议纪要曝光内部分歧：降息共识脆弱政策路径待数据指引 国务院总理李强日前签署国务院令，公布《中华人民共和国增值税法实施条例》，自2026年1月1日起施行。《条例》完善税收优惠。明确增值税法中各类免 征增值税项目的具体标准，并规定增值税优惠政策的适用范围、标准、条件等应当依法及时向社会公开，同时要求国务院财政、税务主管部门适时评估增值 税优惠政策执行效果，及时报请国务院予以调整完善。（新华社） 国家发展改革委、财政部印发的《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》30日对外发布，明确2026年"两新"政策的支持范围、补贴 标准和工作要求。消费品以旧换新方面，在保持汽车补贴上限不变的基础上，将定额补贴调整为按车价比例进行补贴；家电以旧换新调整为补贴1级能效或 水效产品，补贴产品售价的15%，单件补贴上 ...

12月29日，云赛智联涨5.28%，截至发稿，报18.93元/股，成交2.82亿元，换手率1.43%，总市值258.90 亿元。云赛智联股价已经连续3天上涨，区间累计涨幅2.45%。 资料显示，云赛智联股份有限公司位于上海市徐汇区宜州路180号B6栋9-10楼，成立日期1993年5月28 日，上市日期1990年12月19日，公司主营业务涉及提供智慧城市核心软硬件产品和综合解决方案。主营 业务收入构成为：云计算大数据53.32%，行业解决方案42.35%，智能产品7.33%，其他产品0.12%，其 他(补充)0.01%。 从云赛智联十大流通股东角度 数据显示，汇添富基金旗下1只基金位居云赛智联十大流通股东。中证上海国企ETF（510810）三季度 减持59.46万股，持有股数462.4万股，占流通股的比例为0.34%。根据测算，今日浮盈赚取约439.28万 元。连续3天上涨期间浮盈赚取198.83万元。 中证上海国企ETF（510810）成立日期2016年7月28日，最新规模79.94亿。今年以来收益8.67%，同类 排名3608/4197；近一年收益8.99%，同类排名3492/4180；成立以来收益5.42 ...

当"银发族"迷上了网购，"抢券""凑单"一点不输年轻人；当农民朋友把直播间开进田间地头，将带着露 水的农产品送上人们的餐桌……数字消费早已不再是少数弄潮儿的专利，而是惠及越来越多人群，成为 激发我国超大规模市场巨大消费潜力的"加速器"。报告显示，我国数字消费用户中"Z世代"占比 27.2%、"银发族"占比12.2%、农村用户占比26.0%，这一数据凸显出数字消费的普惠性，也使得扩大内 需的"底盘"愈发稳固。 (责任编辑：朱赫) 如何激发我国14亿人超大规模市场的消费潜力？数字技术大有可为——移动互联网突破了做生意的时空 界限，随时买全球、卖全球；大数据、人工智能带来"千人千面"的购物体验，促进个性化需求精准匹 配；虚拟现实、元宇宙提供了前所未有的沉浸式感受，打开促消费的新天地…… 只要动动手指，不论何时，都会有人将热气腾腾的外卖或应急药品送上门——购物体验如此方便"到 家"，以至于很多"老外"在离开中国后仍然念念不忘。数字技术带来的红利，不仅深刻改变了人们的日 常生活，更为构建强大国内市场持续注入新动能。 线上线下的场景融合，为扩大内需打通"全链路"。微短剧用户6.26亿人、网络游戏用户5.84亿人，数字 文 ...

Core Insights - The building materials and home furnishing industry is experiencing accelerated product iteration driven by rising consumer demand for quality living, national policy guidance, and corporate innovation practices [1] Group 1: Market Trends - The demand for smart products is increasing significantly, with companies reporting double-digit sales growth year-on-year [3] - The industry is focusing on human-centered design, healthier low-carbon living environments, and smarter user experiences, creating new systematic and scalable development opportunities [5] Group 2: Government and Corporate Support - The government is providing subsidies of 15% to 20% for energy-saving and green products, while companies are also offering similar support [7] - The rise of smart home technology is enhancing convenience and promoting a comprehensive advancement in green, safe, and intelligent solutions [9]

恒洁集团董事长谢伟藩称："比如说节能的、绿色的产品，国家是有15%—20%的补贴，我们自己的企业也是一样的，也同比拿出15%— 20%的支持补贴。" 中国建筑材料流通协会会长秦占学称："智能家居的崛起带来了很多便利，所以从绿色、环保、安全、智能，这一整套的东西都在前进 中。" 央视网消息：记者从12月10日在广东佛山举行的2025行业之光大会第34届全国建材与家居行业年会上获悉，随着居民生活品质需求持续升 级，叠加国家政策引导与企业创新实践的双重推动，建材家居企业正加速产品迭代，绿色健康、智能便捷的产品已成为市场主流。 箭牌家居副总经理卢金辉称："智能产品非常受广大消费者的欢迎，从今年开始，我们在终端的零售换新增长很快，同比的销售增长也有 两位数。" 与此同时，围绕"好房子"建造标准、适老化产品研发等市场需求，建材家居行业以更具人性化的设计理念、更健康低碳的人居环境、更智 能便捷的使用体验，开辟了系统性、规模化的发展新空间。 ...

Group 1 - The core viewpoint of the news is that Longte Intelligent has experienced fluctuations in its stock price and financial performance, with a notable decline in net profit despite a slight increase in revenue [1][2]. - As of December 2, Longte Intelligent's stock price was 34.28 CNY per share, with a market capitalization of 4.958 billion CNY. The stock has increased by 15.81% year-to-date but has seen declines over various time frames, including a 23.14% drop over the past 60 days [1]. - The company has been listed on the stock market since December 2, 2020, and its main business involves the research, design, production, and sales of intelligent controllers and products, with revenue composition of 60.93% from intelligent products and 38.08% from intelligent controllers [1][2]. Group 2 - As of November 28, the number of shareholders for Longte Intelligent was 9,451, reflecting a 0.30% increase, while the average number of circulating shares per person decreased by 0.30% to 9,885 shares [2]. - For the period from January to September 2025, Longte Intelligent reported a revenue of 1.225 billion CNY, representing a year-on-year growth of 0.11%. However, the net profit attributable to the parent company was 86.37 million CNY, showing a decline of 17.05% compared to the previous year [2]. - The company has distributed a total of 181 million CNY in dividends since its A-share listing, with 149 million CNY distributed over the past three years [3].