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产业聚焦丨一体化赋能制造业数智转型
Jing Ji Ri Bao· 2026-01-19 02:52
Core Viewpoint - The Ministry of Industry and Information Technology has issued the "Action Plan for the Integration of Industrial Internet and Artificial Intelligence," aiming to enhance the synergy between these two technologies to accelerate innovation and promote the digital transformation of the manufacturing sector [1][2]. Group 1: Infrastructure Development - China's industrial internet has transitioned to a high-quality development phase, with a core industry value exceeding 1.5 trillion yuan and a total industry scale approaching 3.5 trillion yuan [2]. - The action plan emphasizes the need for upgrading infrastructure, including networks, platforms, and computing power, to meet the demands of high-speed, low-latency industrial applications [2][3]. - Specific goals include expanding new industrial network scales and upgrading at least 50,000 enterprises by 2028 [3]. Group 2: Application and Innovation - The plan advocates for a scenario-driven approach to accelerate the application of AI and industrial internet technologies, focusing on personalized customization and collaborative networks [5]. - The integration of AI technologies, such as machine vision and deep learning, aims to enhance the efficiency and accuracy of industrial processes, particularly in quality inspection [5][6]. - The action plan outlines the need for developing high-quality industrial data sets to support AI applications in the industrial sector by 2028 [6][8]. Group 3: Data Management and Security - A robust public infrastructure for data security and efficient flow is essential for the successful integration of industrial internet and AI, ensuring data sovereignty and privacy [7]. - The plan emphasizes the importance of creating standardized data services and training bases to facilitate AI applications in various industrial sectors [8]. - Collaboration among leading enterprises and data service providers is crucial for building comprehensive data sets that address specific industry needs [8].
盲目“堆电池” 新能源汽车该减肥了
Jing Ji Ri Bao· 2026-01-19 01:58
Core Viewpoint - The implementation of the national standard for electric vehicle energy consumption marks the world's first mandatory standard for electric vehicle energy consumption limits, compelling automakers to upgrade technology and curb energy consumption levels [1] Group 1: Industry Trends - In 2025, China's production and sales of new energy vehicles are expected to reach 16.626 million and 16.49 million units, respectively, representing year-on-year growth of 29% and 28.2%, maintaining the global leading position for 11 consecutive years [1] - The increasing weight of electric vehicles, with some models weighing up to 3 tons, contradicts the green development goals and affects consumer experience [1] Group 2: Challenges in Vehicle Design - The primary reason for the increased weight of new energy vehicles is the blind pursuit of battery capacity, with some models claiming ranges over 800 kilometers, leading to heavier vehicles due to larger battery packs [2] - The trend of adding comfort and smart technology features to create a "mobile ecological space" has also contributed to the weight increase of electric vehicles [2] Group 3: New Standards and Regulations - The new standard introduces stricter energy consumption limits, approximately 11% more stringent than the previous recommended standard, while accommodating diverse vehicle types and promoting a shift towards high efficiency and low energy consumption [3] - A transitional mechanism is established for existing models, allowing a two-year buffer period for compliance with the new standards, ensuring that manufacturers have time to adapt [3] Group 4: Future Implications - The new standard is expected to drive companies to increase R&D investment in key areas such as lightweight design, electric drive system efficiency, and thermal management technology, as well as to explore solid-state battery technologies [4] - The goal is to enhance energy efficiency and provide consumers with a more economical and reliable green travel experience, emphasizing the need for electric vehicles to become lighter [4]
【回眸二〇二五】守护粮食安全的坚实底气
Jing Ji Ri Bao· 2026-01-19 01:19
Core Insights - The article emphasizes the importance of food security in China, highlighting the government's efforts to enhance food safety governance and build a resilient food security system by 2025 [2][3][4]. Group 1: Food Security and Production - By 2025, China's total grain production is projected to reach 14,297.5 billion jin, a year-on-year increase of 1.2%, ensuring basic self-sufficiency in grains and absolute safety in staple foods [3]. - The planting structure is continuously optimized, with corn production expected to reach 6,024.7 billion jin (up 2.1%) and soybean production at 418.1 billion jin (up 1.3%), alleviating feed grain supply pressures [3][4]. - The national grain industry is expected to maintain a total output value of over 4 trillion yuan, showcasing strong development resilience and market potential [4]. Group 2: Nutritional Safety and Quality - Nutritional safety is becoming a key aspect of food security, with initiatives to promote whole grain consumption and diversify food sources, including the development of biotechnology and facility agriculture [4]. - The government is implementing a grain quality traceability system, utilizing modern technologies like blockchain and big data to ensure food safety from farm to table [5]. Group 3: Price Stability and Market Dynamics - The government is taking measures to maintain reasonable grain prices amidst downward pressure, including organized large-scale grain purchases and policy reserves [6][7]. - In 2025, the total grain purchase volume is expected to reach 8,300 billion jin, with 450 billion jin of wheat and rice purchased at minimum prices, effectively stabilizing market expectations [7]. Group 4: Import Strategies and International Trade - China is enhancing its import strategies to maintain control over grain imports, implementing tariffs on certain agricultural products from the U.S. while expanding zero-tariff coverage for developing countries [9][11]. - The total grain import volume is expected to stabilize with a slight decrease, while soybean imports are projected to increase due to fluctuations in U.S.-China trade relations [10][12]. Group 5: Emergency Response and Resilience - China's food security system has been strengthened to respond effectively to emergencies, with a well-established four-level emergency response plan and a network of emergency supply points [14][15]. - The government is optimizing grain reserves and storage facilities, ensuring that urban areas maintain sufficient reserves to meet emergency needs [15].
【科创之声】我国为何一口气申报20万颗卫星
Jing Ji Ri Bao· 2026-01-19 00:59
Core Viewpoint - China's application for 203,000 satellite frequency orbits is a strategic reserve to secure its space development rights and transition from experimental to industrial capabilities in aerospace [2][3]. Group 1: International Competition and Strategic Importance - The application for 200,000 satellites is a reasonable action to defend China's space development rights amid global competition, where low Earth orbit and frequency resources are scarce and non-renewable [3]. - The current technological limit for safely deploying low Earth satellites is approximately 100,000, with an optimistic estimate of 175,000, while the total global applications have already surpassed this threshold [3]. - The "first come, first served" allocation rule by the ITU necessitates early applications to secure development opportunities, making China's application a necessary measure to lock in reasonable space for future aerospace development [3]. Group 2: Opportunities and Challenges in Commercial Space Development - The ambitious goal of 200,000 satellites will drive a comprehensive upgrade of a trillion-yuan industry chain, including rocket launches, satellite production, ground equipment, and operational services [4]. - Achieving this goal requires solid industrial capabilities, as the ITU mandates that the first satellite must be launched within seven years of application, and the entire constellation must be deployed within 14 years [4]. - There are significant challenges, including insufficient launch capacity, with only 92 launches planned in 2025 and fewer than 500 low Earth commercial satellites deployed, highlighting a substantial gap from the required annual launch rate of over 10,000 satellites [4]. Group 3: Strategies for Implementation - To realize the goal of 200,000 satellites, a three-pronged approach involving technological breakthroughs, policy support, and ecosystem collaboration is essential [5]. - Technologically, the focus should be on developing high-capacity reusable rockets and optimizing satellite mass production capabilities to ensure an annual supply of over 10,000 satellites [5]. - On the policy and resource front, it is crucial to enhance the regulatory framework, establish industry-specific funds, and optimize commercial launch site layouts to support the growth of the aerospace sector [6].
投向哪、怎么投、如何管 政府投资基金管理有了系统规范
Jing Ji Ri Bao· 2026-01-19 00:57
"《工作办法》为政府投资基金绘制了精准的布局投向路线图,《管理办法》为政府投资基金构建了科 学的投向评价指挥棒。"国家发展改革委经济研究所研究员刘国艳说,两项文件一"规"一"评",前后呼 应,形成了完整管理闭环,对于提升财政资金使用效益、引导社会资本、服务国家战略具有深远意义。 以中关村创业投资引导资金为起始,我国政府投资基金经过多年探索发展,在撬动社会资本、支持创新 创业、培育新兴产业、推动产业升级等方面发挥了积极作用。但一些政府投资基金在设立和运作中,也 出现了与地方资源禀赋和产业基础不匹配、基金定位不清、投向同质化等问题。 2025年1月,国务院办公厅印发《关于促进政府投资基金高质量发展的指导意见》,明确政府投资基金 定位,提出"要聚焦重大战略、重点领域和市场不能充分发挥作用的薄弱环节,吸引带动更多社会资 本,支持现代化产业体系建设,加快培育发展新质生产力"。同时要求,完善分级分类管理机制,合理 统筹基金布局,防止同质化竞争和对社会资本产生挤出效应。 此次出台的《工作办法》聚焦投资基金"事前谋划"和"事中指导",进一步明确重点投向领域和正负面清 单。其中,重点投向领域包括:符合国家生产力布局宏观调控要求 ...
万喆:以有效对话重建经济全球化共识
Jing Ji Ri Bao· 2026-01-19 00:12
Group 1 - The World Economic Forum 2026 will be held from January 19 to January 23 in Davos, Switzerland, with the theme "The Spirit of Dialogue," addressing core global challenges such as geopolitical tensions, economic conflicts, and the "information cocoon" of the digital age [1] - The global economy is expected to face continued slowdown, with the International Monetary Fund and other major institutions predicting a decline in growth due to uncertainty, protectionism, and structural imbalances in labor markets [2] - The World Trade Organization has significantly lowered its forecast for global goods trade growth in 2026 to 0.5%, down from 2.4% in 2025, indicating severe challenges in global trade dynamics [2] Group 2 - Protectionism is identified as a major threat to global dialogue and cooperation, undermining trust and the foundational rules of international relations [4] - Major economies are misusing national security concepts to impose tariffs and politicize trade relations, which distorts global resource allocation and increases costs for consumers and businesses [4] - China's global governance initiative, proposed in September 2025, aims to foster consensus on unity and dialogue, countering the trend of protectionism and promoting multilateralism [5][6] Group 3 - China is committed to high-level openness and has proposed zero-tariff treatment for the least developed countries, injecting new vitality into economic globalization [6] - The initiative emphasizes five core principles: equality of sovereignty, adherence to international law, multilateralism, a people-centered approach, and action-oriented strategies, addressing the shortcomings of current global governance [6] - China actively participates in reforming the WTO and seeks to join high-standard trade agreements, indicating a willingness to integrate into and enhance the global economic rule system [7]
中经评论:我国为何一口气申报20万颗卫星
Jing Ji Ri Bao· 2026-01-19 00:12
Core Viewpoint - China's application for 203,000 satellite frequency resources to the International Telecommunication Union (ITU) is a strategic move to secure its space development rights and transition from experimental to industrial capabilities in aerospace [1][2]. Group 1: Strategic Importance - The application of 203,000 satellites is a necessary action to safeguard China's space development rights amid global competition for low Earth orbit resources, which are physically scarce and non-renewable [2]. - The current technological limit for safely deploying low Earth orbit satellites is approximately 100,000, with optimistic estimates reaching 175,000, while global applications have already surpassed this threshold [2]. - The ITU's "first come, first served" allocation rule emphasizes the need for early applications to secure development opportunities, making China's application a rational and rule-compliant strategy [2]. Group 2: Industry Development - The ambitious goal of deploying 203,000 satellites presents both opportunities and challenges, potentially driving a trillion-yuan industry upgrade encompassing rocket launches, satellite production, ground equipment, and operational services [3]. - Achieving this goal requires substantial industrial capabilities, as the ITU mandates that the first satellite must be launched within seven years of application, and the entire constellation must be deployed within 14 years [3]. - Current launch capacity is a significant bottleneck, with only 500 low Earth commercial satellites deployed in 2025, highlighting a vast gap compared to the annual requirement of over 10,000 satellites to meet the 203,000 target [3]. Group 3: Implementation Strategies - To realize the goal of 203,000 satellites, a three-pronged approach involving technological breakthroughs, supportive policies, and collaborative ecosystems is essential [4]. - Technological focus should be on developing high-capacity reusable rockets and optimizing satellite mass production capabilities to ensure an annual supply of over 10,000 satellites [4]. - Policy frameworks need to be enhanced, including establishing industry-specific funds, optimizing commercial launch site layouts, and fostering collaboration between state-owned and private enterprises to avoid chaotic competition [4]. Group 4: International Cooperation - Emphasizing a shared future for humanity, there is a need to establish an international regulatory mechanism for space resources that includes pre-deployment assessments [4]. - Collaboration with other countries on collision warnings and space debris management is crucial, alongside technology sharing and joint research initiatives within the framework of international regulations [4].
食品配料不该遮遮掩掩
Jing Ji Ri Bao· 2026-01-19 00:12
近日,媒体曝光的火锅行业腌制肉乱象,引发社会广泛关注。部分火锅店的腌制肉配料表繁杂,动 辄20余种添加剂让人眼花缭乱,更有商家违规添加嫩化剂,用腌制肉冒充原切肉。此类行为不仅损害了 消费者的合法权益,更加重了大众对火锅店现制食品安全的担忧。 (责任编辑:邓浩) 火锅行业的"鲜"字招牌,既需要食材的新鲜基底,更离不开加工环节的透明化保障。如今,不少火 锅店推行明厨亮灶,消费者能看到切配、出菜的流程,却难以揭开腌制肉配料的面纱。应当明确,食品 添加剂本身并非洪水猛兽,但刻意隐瞒成分与剂量,只会加剧消费者对食品安全的担忧。 筑牢火锅食品安全防线,需要多方协同发力。监管部门应强化对腌制肉添加剂定量使用的日常核 查,督促商家落实主体责任。同时,餐饮企业也应主动建立配料公示制度,在菜单上标注腌制肉的配料 与添加剂信息,或是通过线上渠道公开配方,在"明厨亮灶"的同时做到"配料透明"。 食品安全无小事,餐饮行业的生命力在于诚信。火锅店的"星级"评定不应只看环境与服务,更要将 食品安全作为核心指标。毕竟,再诱人的美味,也抵不过"放心"二字的分量。这才是餐饮行业行稳致远 的立身之本。(本文来源:经济日报 作者:李思雨) 餐饮消费 ...
中央经济工作会议目标任务解读:推动投资止跌回稳
Jing Ji Ri Bao· 2026-01-18 23:32
中央经济工作会议在部署2026年经济工作时强调,推动投资止跌回稳,适当增加中央预算内投资规模, 优化实施"两重"项目,优化地方政府专项债券用途管理,继续发挥新型政策性金融工具作用,有效激发 民间投资活力。"十五五"开局之年,如何采取切实措施推动投资止跌回稳?如何更好发挥财政、债券、 民间投资等对于稳投资的积极作用?记者就此采访了相关专家学者。 着力扩大有效投资 2025年以来,我国固定资产投资下行压力加大,2025年前11个月同比下降2.6%。 "今年基建投资有望迎来修复。项目储备方面,'十五五'规划项目预计将集中在今年开工,中央适时增 加预算内投资规模、增扩新型政策性金融工具,并统筹使用超长期特别国债、地方专项债,将有助于发 挥基建特别是'两重'等重大项目在稳定投资上的压舱石作用。"毕马威中国经济研究院院长蔡伟认为, 随着经营主体市场预期改善和新一轮产业布局持续推进,制造业投资有望触底回升,成为固定资产投资 的最大拉动项。未来,高端制造业将成为推动中国经济转型、应对全球科技竞争的关键抓手。 新旧动能转换带来了投资结构的变化,应优化政府投资结构,加强"硬投资"和"软建设"系统集成,着力 提升政府投资效益。邢伟 ...
金融数据亮点突出 货币政策工具更加精准有力
Jing Ji Ri Bao· 2026-01-18 23:32
Core Viewpoint - The People's Bank of China (PBOC) has implemented a series of monetary policy measures to support stable economic growth and financial market stability, with a commitment to continue a moderately accommodative monetary policy in 2026 [1][2]. Monetary Policy Measures - In 2026, the PBOC plans to lower the interest rates of various structural monetary policy tools by 0.25 percentage points to enhance support for key sectors [8][10]. - The PBOC will also increase the quotas for specific loans, including an additional 500 billion yuan for agricultural and small business loans and a 1 trillion yuan quota for private enterprises [9][10]. Financial Data Highlights - By the end of December 2025, the balance of RMB loans reached 271.91 trillion yuan, a year-on-year increase of 6.4%, with a total increase of 16.27 trillion yuan for the year [2]. - The total social financing scale for 2025 was 35.6 trillion yuan, an increase of 3.34 trillion yuan compared to 2024, with a year-on-year growth of 8.3% [2][3]. Loan Structure and Support - Loans in key areas such as technology, green finance, and digital sectors saw significant growth, with increases of 11.5%, 23%, and 14.6% respectively, indicating a targeted allocation of financial resources [3]. - Direct financing accounted for 46.9% of the total social financing increment in 2025, with government bond net financing reaching 13.84 trillion yuan [3][4]. Cost of Financing - The average interest rates for newly issued corporate loans and personal housing loans were around 3.1% in December 2025, reflecting a decline of 2.5 and 2.6 percentage points since the second half of 2018 [4][5]. Market Liquidity Management - The PBOC conducted net open market operations totaling 6 trillion yuan in 2025 to ensure ample market liquidity, including a net injection of 3.8 trillion yuan through reverse repos [5][6]. - The PBOC's operations in the bond market, including the resumption of government bond trading, aimed to enhance the coordination between monetary and fiscal policies [6][7]. Support for Private Enterprises - A new 1 trillion yuan re-lending facility for private enterprises was established to enhance financial support for small and medium-sized private businesses [10][11]. - The PBOC aims to improve the financing environment for private enterprises by optimizing internal policies and enhancing collaboration with fiscal and industrial policies [11].