From January 14th to 15th, multiple departments intensively introduced policy measures covering key areas such as the capital market, new energy vehicles, and real estate, releasing a strong signal to stabilize market expectations. The three major exchanges in Shanghai, Shenzhen and Beijing simultaneously announced that with the approval of the China Securities Regulatory Commission, the minimum margin ratio for margin trading will be raised from 80% to 100%, helping the long-term healthy development of the capital market.
The new energy vehicle industry ushered in new regulatory rules. Three departments jointly deployed to regulate the competitive order, resolutely resisted disorderly “price wars”, and will strengthen cost investigations and price monitoring. In the real estate sector, favorable policies continued. Three departments including the Ministry of Finance clarified that from January 1, 2026 to December 31, 2027, residents who replace their housing can enjoy personal income tax rebates.
In addition, the State Administration for Market Regulation has filed an investigation into Ctrip Group on suspicion of monopolistic behavior, and Ctrip responded that it will actively cooperate. At the same time, more than 50 stocks have intensively disclosed abnormal trading fluctuation announcements, with AI application and communication-related stocks prompting risks. Multiple policies have been precisely targeted, balancing market regulation and development vitality, and guiding the healthy operation of the industry.