（原标题：南财早新闻｜中央财办：扩大内需是明年排在首位的重点任务） 1、中央财办有关负责同志详解2025年中央经济工作会议精神指出，扩大内需是明年排在首位的重点任 务，要从供需两侧发力提振消费，统筹提振消费和扩大投资。另外，明年要从供需两端发力稳定房地产 市场。供给端要严控增量、盘活存量，加快消化库存。需求端要采取更多针对性措施，充分释放居民刚 性和改善性需求。 1、12月16日，海南省政府发布通告，自2025年12月18日起，海南自由贸易港正式启动全岛封关。封关 后，加工增值免关税政策迎来优化调整；进口"零关税"商品税目由1900多个扩大到6600多个，占全部商 品税目比例由21%扩大至74%。 2、围绕规范平台经济、食品安全以及反垄断反不正当竞争工作，市场监管总局将有一系列新规陆续发 布实施。其中，《直播电商监督管理办法》和《网络交易平台规则监督管理办法》等制度将于近期公 布。 3、商务部16日发布终裁公告，认定自欧盟进口的相关猪肉及猪副产品存在倾销，决定自12月17日起征 收反倾销税，税率为4.9%-19.8%，实施期限5年。 4、据央视新闻，12月16日，针对市场监管总局近期公布的附加限制性条件批准智 ...

11 月乘用车零售销量同比降 8%，中央定调 2026 年优化"两 新"政策实施 [Table_Industry] 汽车周报 [Table_ReportDate] 2025 年 12 月 14 日 2 证券研究报告 行业研究 [Tabl 行业周报e_ReportType] | 1、 板块市场表现：本周 A 股汽车板块跑赢大盘 4 | | --- | | 2、 行业重点新闻 7 | | 3、 上游重点数据跟踪 9 | | 4、 风险因素 10 | | [Table_StockAndRank] 汽车 | | | --- | --- | | 投资评级 | 看好 | | 上次评级 | 看好 | 赵启政 汽车行业分析师 执业编号：S1500525030004 邮箱：zhaoqizheng@cindasc.com [Table_ReportDate] 2025 年 12 月 14 日 投资要点： 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲 127 号金隅大厦 B 座 邮编：100031 请阅读最后一页免责声明及信息披露 http://www.cindasc.com ...

理想汽车预计三年内（约 2029 年之前）推出首款 L4 级自动驾驶车型，该车型将取消方向盘、踏板等 传统部件，将汽车重塑为"生活或工作空间"。此外，理想汽车还称 L4 的落地将会是汽车行业的"iPhone 4 时刻"。 【#理想拟3年内推出L4级自动驾驶车型##理想汽车否认L3级是伪命题#】每日经济新闻今日放出了对理 想汽车相关负责人的专访文章，探讨人工智能对汽车行业的变革影响。 针对自动驾驶技术路径，理想汽车认为 L3 级有监督智能驾驶是 L4 级全无人驾驶的必要过渡阶段，而 非"伪命题"。 ...

Domestic News - China has released an international standard for a universal simulation model for renewable energy generation, which will support the safe integration of large-scale renewable energy into the grid [7] - Hubei's 14th Five-Year Plan emphasizes the development of event economy, exhibition economy, and performing arts economy to enhance consumption and economic growth [8] - Zhiji Auto has introduced a year-end purchase tax subsidy plan, offering up to 15,000 yuan for customers who complete orders by December 31, 2025 [9] - Dongfeng Fengxing has launched a year-end purchase incentive policy with a maximum vehicle replacement subsidy of 35,000 yuan [10] - Changan Automobile plans to introduce its Avita and Nevo brands in the European market within the next two years [11] - BYD aims to expand its dealer network in South Africa to 60-70 by the end of 2026 [12] - Li Auto has achieved the milestone of 20,000 supercharging piles in 2 years and 8 months, becoming the leading company in supercharging infrastructure in China [13] - Hello's first L4 autonomous driving model is expected to go into mass production in June 2026 [14] Foreign News - Former President Trump announced a reduction in fuel economy standards for vehicles produced in the U.S., with the new standard set at approximately 34.5 miles per gallon by 2031, down from 50.4 miles per gallon [16] - The UK energy regulator has allocated £28 billion for upgrading the energy network, with £17.8 billion for gas network maintenance and £10.3 billion for strengthening the transmission network [17] - Volkswagen Group plans to transform its Dresden factory into an AI and chip technology center after ceasing vehicle production [18] - Stellantis CEO announced a strategic shift towards hybrid vehicles as a core focus in the U.S. market, moving away from the previous emphasis on fully electric vehicles [19] Commercial Vehicles - Iveco's off-road vehicle, the Eurocargo, has been awarded "Off-Road Vehicle of the Year" at the 2026 China Commercial Vehicle Annual Model event [20] - The first locally manufactured Scania Super trucks have officially rolled off the production line in Jiangsu, marking a significant milestone for Scania in the Chinese market [21] - All models of the Maxus commercial vehicles have received a five-star safety rating from Euro NCAP, establishing a new safety benchmark in the global commercial vehicle sector [22] - Guangzhou has launched the second batch of fuel cell vehicle demonstration operation subsidies for 2025, with subsidies up to 100,000 yuan for heavy hydrogen fuel cell vehicles [23]