•国家发展改革委下达2026年提前批"两重"建设项目清单 •12月PMI数据发布 三大指数均升至扩张区间 经济景气水平总体回升 •我国2026年起对进口牛肉采取为期3年的保障措施 •证监会：研究探索跟踪REITs指数的交易型开放式指数基金（REITsETF）等创新产品 【国内要闻】 •国家发展改革委政策研究室副主任、新闻发言人李超12月31日表示，近日，国家发展改革委组织下达2026年提前批"两重"建设项目清单和中央预算内投资 计划，共计约2950亿元，加快各类资金拨付和使用节奏。 •国家统计局服务业调查中心和中国物流与采购联合会12月31日发布数据显示，12月份，制造业采购经理指数（PMI）、非制造业商务活动指数和综合PMI产 出指数分别为50.1%、50.2%和50.7%，比上月上升0.9个、0.7个和1.0个百分点，三大指数均升至扩张区间，我国经济景气水平总体回升。 •商务部等部门12月31日发布关于做好2026年家电以旧换新、数码和智能产品购新补贴工作的通知。通知提出，完善废旧家电回收体系。政策参与经营主体 须具备废旧家电回收能力，兼顾家电产品售新与收旧，主动提供送新收旧一站式服务。鼓励家电销售企业联 ...

Group 1 - The Shenzhen Stock Exchange (SZSE) hosted the 2025 Global Investor Conference, emphasizing that investing in China equates to investing in the future [1] - SZSE's ETF market has surpassed 1 trillion yuan, attracting over 360 billion yuan in new funds in 2024, with the number of ETF holders reaching 4.65 million, a 43% year-on-year increase [1][2] - The SZSE is focused on high-quality ETF market development, with 99% of ETFs having liquidity service providers and plans to lower management and custody fees for 26 ETFs, benefiting investors by over 1 billion yuan annually [2] Group 2 - The current market conditions suggest a shift from traditional markets to China, with investors seeking growth potential and stable policies, as evidenced by the strong performance of the Hang Seng Tech Index, which rose 18% [3] - ETFs are highlighted as key tools for asset allocation, providing high liquidity and low costs, allowing investors to capture opportunities in Asia and China amid a weakening dollar [3] - The SZSE plans to diversify its fund market offerings, including multi-asset ETFs, technology innovation bond ETFs, and REITs ETFs, while also developing more broad-based and thematic ETF options [2]