"双治理"：开机无广告，"自动续费"变为"自主续费" 国家广播电视总局从2023年8月起开展了"双治理"（电视"套娃"收费和操作复杂治理）工作。 9月25日，在国务院新闻办公室举行的"高质量完成'十四五'规划"系列主题新闻发布会上，中央宣传部副部 长、国家广播电视总局局长曹淑敏介绍，当前，我国在用户、内容、产业等规模上已经成为广播电视大国、 网络视听大国。 曹淑敏表示，目前，基本实现了电视开机看直播，取消了机顶盒开机广告，大幅压减了收费包。目前我国97% 的省级电视台已经应用了AI技术，有力赋能内容创作、生产、传播等各环节。 国家广播电视总局副局长韩冬介绍，建立微短剧分类分层管理机制，规范发展秩序，正在制定《微短剧管理 办法》，计划以部门规章的形式发布，为微短剧发展提供良好的法治保障。 新闻发布会现场（刘健摄） 曹淑敏介绍，经过两年多的努力，基本实现了开机看直播，取消了机顶盒开机广告，大幅压减了收费包，增 加了优质免费内容供给。逐步实现"电视机和机顶盒一体化""一个遥控器看电视"，彻底解决"看电视难、看电 视烦"的问题。强化用户权益保障，坚决整治广播电视虚假宣传医药广告、"自动续费"等群众反映强烈的问 题。 ...

Core Viewpoints - The A-share market showed a collective increase on Monday, with the Shanghai Composite Index rising by 0.85% to 3728.03 points, the Shenzhen Component Index increasing by 1.73%, and the ChiNext Index climbing by 2.84%. The total trading volume in the A-share market reached 2.81 trillion RMB, with over 4000 stocks rising [1][7] - In terms of industry performance, the communication, comprehensive, and computer sectors led the gains, while the real estate and oil & petrochemical sectors experienced declines. Concept sectors such as liquid-cooled servers and new technology stocks performed well, while aluminum and gold concepts lagged [1][7] - The Hong Kong market saw the Hang Seng Index decrease by 0.37%, while the Hang Seng Tech Index rose by 0.65%. In the overseas markets, the US stock indices showed mixed results, with the Dow Jones down by 0.08%, the S&P 500 down by 0.01%, and the Nasdaq up by 0.03% [1][7] Important News - The State Council, led by Premier Li Qiang, emphasized the need to enhance the effectiveness of macro policy implementation, assess policy impacts, and stabilize market expectations. Key focus areas include boosting domestic circulation, stimulating consumption, and increasing effective investment [2][8] - The National Radio and Television Administration issued measures to enhance the supply of quality audiovisual content, including initiatives to improve content innovation and support the production of high-quality programs [3][9] Market Performance - The A-share market's major indices have been on a continuous rise since mid-August, with increased trading activity and liquidity. The M2 growth rate rose to 8.8% in July, indicating supportive monetary policy for market liquidity [11] - The total trading volume in the A-share market exceeded 2.8 trillion RMB, marking a significant increase compared to the previous trading day, with nearly 4500 stocks rising [10][11] Investment Recommendations - Focus on sectors such as the AI industry chain, innovative pharmaceuticals, and large financial sectors for investment opportunities. The AI industry chain should pay attention to domestic computing power and downstream applications [13] - The report suggests that with favorable policies and increased long-term capital inflow, investor confidence is expected to improve, making it a good time to invest in technology growth sectors [13]