🌟【Bosera Market Review January 6】The two markets continued their ascent, with the Shanghai Composite Index achieving a 13-day winning streak and reaching a new high in over a decade. Trading volume surged significantly to over 2.8 trillion yuan, marking the highest level in more than three months. Overseas, U.S. President Trump is expected to nominate a new Federal Reserve Chair shortly. However, judging by the backgrounds and policy stances of the two candidates, Hassett and Warsh, an aggressively accommodative stance is unlikely upon appointment, and excessive concern over the Fed's independence may be unwarranted. Domestically, recent policy efforts have been front-loaded. The National Development and Reform Commission announced the early allocation of 2026 "Dual Key" advance batch projects and central budget investment plans, totaling approximately 295 billion yuan. The Ministry of Finance and the NDRC also released this year's "Dual New" policies earlier than usual, aiming for a strong start. Overall, the "Dual New" initiatives continue to expand in scope, though subsidy intensity may weaken. Market-wise, the year-end manufacturing PMI showed a stronger-than-seasonal rebound, with both supply and demand recovering. The construction PMI rose significantly month-on-month, indicating infrastructure investment is poised to lead economic stabilization. Furthermore, the strengthening Hong Kong market and the Renminbi exchange rate during the New Year holiday boosted investor confidence. Inflows from overseas and long-term capital are expected to support market liquidity.
🔥 Market News 🎈 Nine departments, including the Ministry of Commerce, issued the "Notice on Implementing the Green Consumption Promotion Action." The notice outlines 20 specific measures across seven areas: enriching green product supply, enhancing green service consumption, innovating green consumption models, promoting green recycling and recovery, optimizing the green consumption environment, strengthening the foundation for green consumption, and increasing policy support. Key initiatives include boosting the supply of green agricultural products, developing green catering, promoting green consumption points, reducing single-use plastics, advancing the recycling and reuse of waste items, developing the second-hand goods market, and increasing credit availability. Brief Review: The notice proposes 20 measures across seven dimensions, covering green agricultural supply, green catering, consumption points, plastic reduction, waste recycling, second-hand circulation, and credit support. It comprehensively addresses the entire chain from production to consumption. By combining supply-side efforts with demand-side guidance, it is expected to accelerate the expansion of the green consumption market. Sectors involved in green product manufacturing, the circular economy, second-hand transactions, and related credit services are likely to benefit, potentially fostering long-term growth in environmental protection, new energy, and modern agriculture.
🎈 Data released by the People's Bank of China on January 5, 2026, showed that in December 2025, the central bank achieved a net injection of 100 billion yuan through the Medium-term Lending Facility (MLF). Additionally, the PBOC conducted government bond purchase and sale operations in the open market during December, resulting in a net injection of 50 billion yuan, marking the third consecutive month of such operations. Brief Review: The central bank's continued injections of medium to long-term liquidity via MLF and bond operations clearly signal its intent to maintain a "moderately accommodative" monetary environment. This helps stabilize liability costs for the banking system, guides financial institutions to increase credit support for the real economy, and provides ample liquidity conditions for the capital markets.
👉 Market Recap 🎈 On January 6, the three major A-share indices closed higher. At the close, the Shanghai Composite Index stood at 4083.67 points, up 1.50%; the Shenzhen Component Index at 14022.55 points, up 1.40%; the ChiNext Index at 3319.29 points, up 0.75%; and the STAR 100 Index at 1528.85 points, up 1.47%. Among Shenwan's primary industries, only Communications declined, falling 0.77%. Non-ferrous Metals, Non-Bank Financials, and Basic Chemicals led the gains, rising 4.26%, 3.73%, and 3.12% respectively. 3,899 stocks advanced, while 1,210 declined.
💰 Fund Flows 🎈 Market turnover reached 2,832.564 billion yuan, increasing from the previous session. The margin trading and securities lending balance closed at 2,560.648 billion yuan yesterday, also up from the prior day. Data source: Tonghuashun, as of January 6, 2026. Funds carry risks; investment requires caution. Fund managers are committed to managing and utilizing fund assets with honesty, credit, diligence, and responsibility, but do not guarantee fund profitability or returns. Past performance of a fund is not indicative of its future results.
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