Core Viewpoint - The "14th Five-Year Plan" emphasizes the importance of consolidating and strengthening the foundation of the real economy as a strategic task, highlighting its critical role in China's modernization efforts [1]. Group 1: Modern Industrial System - Building a modern industrial system is a strategic choice to strengthen the foundation of the real economy and is essential for promoting high-quality development [2]. - The focus should be on intelligent, green, and integrated development, promoting deep integration of technological and industrial innovation [2]. - Traditional industries need optimization and enhancement, while emerging industries should focus on cultivation and growth in sectors like new energy and aerospace [2]. Group 2: Manufacturing Sector - The manufacturing sector is fundamental to national strength and the core of the modern industrial system, with China's manufacturing value added accounting for nearly 30% of the global total [3]. - China has maintained its position as the world's largest manufacturer for 15 consecutive years, producing the majority of 504 major industrial products globally [3]. - The goal is to strengthen and optimize the manufacturing sector, ensuring it remains a backbone of the modern industrial system [3]. Group 3: Service Industry - The modern service industry is a crucial support for the modern industrial system, but it faces structural and systemic challenges [3]. - There is a need to promote high-quality development in the service sector, enhancing the integration of productive services with manufacturing [3]. - The focus should be on improving the quality and diversity of life services while advancing the digitalization of the service industry [3]. Group 4: Infrastructure Development - Infrastructure is essential for industrial development and must be optimized to support the real economy [4]. - A modern infrastructure system should leverage China's large market and existing facilities, focusing on new infrastructure construction and the digital transformation of traditional infrastructure [4]. - The goal is to enhance the resilience and adaptability of infrastructure to support China's modernization efforts [4].

"土总结"走红，反映了基层工作考核的实干导向。随着整治形式主义为基层减负持续深化，各地纷 纷简化考核流程、优化考核指标，更加注重实地走访、群众评议，那些看得见、摸得着的民生实绩，纷 纷涌现出来。这种考核导向的转变，不仅为基层干部松绑减负，让他们能够从文山会海中解脱出来，全 身心投入实际工作，更树立了"以实干论英雄、以实绩定奖惩"的鲜明导向，将会激励更多基层干部扑下 身子，在一线干出更多好业绩。 维修老旧水渠400多米、新建拦河坝4座、为200多户村民接通自来水……近日，某地"00后"村党支 部书记因为一份质朴的年终总结视频火了，被网友称为"最土年终总结"。"土"的背后，是基层干部扎根 地方脚踏实地的工作实绩，也反映了近年来基层治理的新气象。 基层工作千头万绪，桩桩件件都关乎民生民心，最忌凌空蹈虚，最需脚踏实地。水渠通了，灌溉便 不再难；河水拦住了，防汛便更有底气；自来水入户，生活就多了一份便利。这些实实在在的变化，远 比任何豪言壮语都更具说服力。 村党支部书记的年终总结之所以打动人，正是因为"视频总结"的背后，是每项工作都回应了村民 的"急难愁盼"，每处细节都浸润着民生温度，是基层干部实干担当的生动写照。同时 ...

Group 1 - The core viewpoint of the articles emphasizes the deepening and broadening relationship between China and Africa, highlighting China's commitment to a long-term strategic partnership based on mutual respect and cooperation [1][2][3] - The year 2026 marks the 70th anniversary of diplomatic relations between China and Africa, with China consistently prioritizing its relationship with African nations, demonstrating reliability as a partner in their development [1][2] - China has implemented significant infrastructure projects in Africa, including nearly 100,000 kilometers of roads, over 10,000 kilometers of railways, and numerous bridges and ports, contributing to the modernization and economic development of African countries [2] Group 2 - The articles note that Africa is a key player in the global governance system, advocating for multilateralism and international fairness, especially in the face of rising unilateralism and protectionism [2] - China's approach to cooperation with Africa is characterized by non-interference in domestic affairs and respect for African nations' rights to choose their development paths, aligning with their long-standing expectations for respect and equality [2] - The partnership between China and Africa is framed as a model for sustainable international cooperation, emphasizing mutual development over short-term exploitation and the importance of long-term actions over mere verbal commitments [3]

Core Insights - The integration of artificial intelligence (AI) and industrial internet is a key initiative outlined in the "Action Plan for the Integration of Industrial Internet and Artificial Intelligence," which aims to foster innovation and mutual enhancement between the two technologies, contributing to the construction of a manufacturing and cyber power in China [1][4] Group 1: Importance of AI and Industrial Internet - AI is a strategic technology driving a new wave of technological revolution and industrial transformation, reshaping production and lifestyle, and serving as a key indicator of national technological strength and industrial competitiveness [1][2] - The industrial internet is a crucial infrastructure for promoting new industrialization, having achieved full coverage across 41 industrial categories and entering a new stage of high-quality development and large-scale promotion [1][2] Group 2: Mutual Promotion of AI and Industrial Internet - AI possesses capabilities such as self-generation, self-decision-making, and self-organization, which can help upgrade industrial internet facilities, optimize capabilities, and innovate services [2] - The industrial internet provides essential resources for AI, including connectivity, data, and platforms, enabling AI to effectively operate within factories [2] Group 3: Challenges in Integration - The integration of AI and industrial internet aims to address complex industrial challenges, with current pressures on China's manufacturing sector highlighting difficulties such as a shortage of high-quality industrial data and the challenges of deploying large industrial models [3] - Key issues include data silos due to outdated equipment and diverse protocols, high costs of data labeling, and the difficulty of adapting general models to specific industrial applications [3] Group 4: Future Prospects - The collaboration between AI and industrial internet is expected to enhance China's manufacturing capabilities, leveraging the country's leading position in manufacturing value added and its extensive information and communication network [4] - This integration is anticipated to reshape new advantages for Chinese manufacturing and inject new momentum into the construction of a manufacturing powerhouse [4]

Core Viewpoint - The State Council's recent meeting emphasizes the transition from household registration-based public service provision to residence-based services, aiming to address the urgent needs of the unregistered resident population and ensure equal access to public services such as education, healthcare, and social security [1][2]. Group 1: Policy Implications - The shift to providing basic public services based on residence will break the rigid link between public services and household registration, allowing unregistered residents to enjoy the same benefits as registered residents [1]. - The urbanization rate of the permanent population in China is projected to reach 67% by 2024, while the household registration urbanization rate remains below 50%, indicating a significant gap of nearly 18 percentage points [1]. - Approximately 170 million individuals, including migrant workers and their families, are part of the unregistered population, primarily engaged in labor-intensive industries such as manufacturing, construction, and services [1][2]. Group 2: Economic Considerations - Implementing residence-based public services is crucial for unleashing domestic demand and increasing investment in human capital, as studies show that consumption per capita increases by 30% when farmers transition to urban residents, and another 30% after settling in cities [3]. - A 1% increase in urbanization rate can generate over 200 billion yuan in consumer demand and more than 1 trillion yuan in investment demand [3]. Group 3: Targeted Measures - The meeting outlines targeted policies to address pressing issues in education, housing, and social security, including improving educational policies for migrant children, expanding public rental housing, and enhancing basic medical security [3][4]. - Emphasis is placed on a scientific and regionally tailored approach to policy implementation, allowing for local exploration while maintaining a unified national policy framework [3][4]. Group 4: Urban Development and Governance - The reform signifies a deeper shift in urban development philosophy, moving from GDP and large projects to focusing on human attraction, livability, and overall happiness [4]. - Cities that can create an inclusive and equitable environment will have a competitive edge in talent acquisition and long-term resource development [4].

据了解，全国企业年金信息平台和数据库正在加快建设，以便实现数据互联互通、信息共享，为职工信 息查询、转移接续、待遇申请和用人单位企业年金方案备案提供便捷服务，增强用人单位建立企业年金 的意愿。 (责任编辑：朱赫) 企业年金如何缴费？按照规定，企业年金由用人单位和职工共同缴费，用人单位缴费每年不超过本单位 参加企业年金职工工资总额的8%、用人单位和职工缴费合计每年不超过本单位参加企业年金职工工资 总额的12%。同时，用人单位及其职工在缴费限额内灵活选择缴费比例或额度。鼓励经济负担能力较强 的用人单位和职工按照较高比例或额度缴纳企业年金。经济负担能力有限的，可以先从低缴费比例或额 度起步，有条件后再逐步提高。 为了扩大企业年金覆盖面，两部门将选择部分具备条件的园区(工业园、产业园、改革试验区、经济技 术开发区、科技创业园等)开展试点，重点探索加入方式、管理模式、组织机制等，形成可复制、可推 广的经验做法。 近日，人力资源社会保障部、财政部印发《关于进一步做好企业年金工作的意见》(以下简称《意 见》)，提出扩大企业年金制度覆盖范围、简化建立程序等举措。 《意见》明确，各类企业、社会团体、基金会、民办非企业单位以及其 ...

Core Insights - Multiple regions in China, including Shanghai, Liaoning, and Hubei, have held meetings at the beginning of 2026 to focus on developing new productive forces, strengthening business entities, and optimizing the business environment, indicating a strong commitment to high-quality development [1][2][3] Group 1: Meeting Themes and Objectives - Shanghai has prioritized optimizing the business environment for nine consecutive years, launching a plan with 26 specific measures to address issues like bidding and payment delays [2] - Liaoning's meeting focused on eight key areas for improving the business environment, establishing a closed-loop management mechanism to address violations [2] - Hubei's technology innovation conference emphasized becoming a hub for original innovation and talent, showcasing a commitment to innovation-driven high-quality development [2][4] Group 2: Strategic Focus and Implementation - The early timing of these meetings signals a strong urgency to seize opportunities and address challenges, with specific task lists and project outlines being established [3] - Regions are aligning their strategies with national priorities, focusing on systemic support for business development and innovation, moving from single-point policies to integrated systems [4][5] - Emphasis on enhancing the role of enterprises in innovation is a key direction set by the central economic work conference, with various regions implementing measures to support both private and state-owned enterprises [4][5] Group 3: Investment and Economic Growth - Major project construction is highlighted as a key driver for economic stability, with regions like Yunnan and Shenzhen planning significant investments in industrial projects [8] - Investment strategies are shifting towards green energy and circular economy projects, focusing on efficiency and sustainability [8] - The emphasis on high-quality development includes addressing financial risks and ensuring food and energy security, with specific measures being deployed across various regions [9] Group 4: Social Welfare and Development - Many regions are prioritizing social welfare projects, including employment, education, and healthcare, to ensure a safety net for citizens [9] - Initiatives in urban renewal and rural revitalization are being emphasized to enhance living standards and prevent poverty [9]

根据外面报道，美国总统特朗普日前与英特尔CEO陈立武会面后在社交平台发文，盛赞英特尔的进展， 表达美国正在实现将尖端芯片制造带回本土；辉达、苹果也接连和英特尔合作。魏哲家说，这么多年来 台积电一直和对手竞争，有信心可以保持领先。 英特尔目前最新技术进展到Intel 18A制程，但以优化内部产品需求为重点，是未来至少三个世代客户端 与服务器产品的关键技术基础。接下来的14A制程，据了解，则是从进行开发的时候就考虑到外部（代 工）需求。 去年包括美国政府、软银集团与英伟达都先后宣布将注资英特尔。英伟达并宣布将与英特尔共同开发多 代的定制化数据中心与PC产品，在数据中心方面，英特尔将为英伟达打造定制化x86 CPU，在个人计算 方面，英特尔将打造并推出整合英伟达RTX GPU芯片的x86系统单芯片。 台积电1月15日法说会中，法人关注英伟达、苹果等大客户与英特尔可能合作，订单是否松动？台积电 董事长魏哲家霸气回应："不会！"他强调，当前先进制程与系统整合日益复杂，时至今日"竞争不是光 靠砸钱就能成功"。 魏哲家强调，设计一项非常完整或先进的技术，并达到最佳化，通常需要约二到三年的时间，完成设计 才能打造产品，产品通 ...

Core Viewpoint - TSMC's expected capital expenditure for the year is projected to reach a record high of $52-56 billion, significantly exceeding previous estimates of $45-50 billion, indicating strong demand and growth potential in the semiconductor industry [1][2] Group 1: Capital Expenditure - TSMC's capital expenditure for 2024 is estimated at $29.8 billion, with $40.9 billion for 2025, and a forecast of $52-56 billion for 2026, representing an annual increase of approximately 27-36.9% [1] - Approximately 70-80% of this year's capital expenditure will be allocated to advanced process technology, with around 10% for special process technology, and another 10-20% for advanced packaging, testing, photomask production, and other projects [1] Group 2: Customer Support and Growth - TSMC emphasizes its primary responsibility is to support customer growth, having invested $167 billion in capital expenditures and $30 billion in R&D over the past five years [2] - The company plans to continue investing in cutting-edge, special, and advanced packaging technologies to ensure sustainable returns and support customer growth [2] Group 3: Cost Challenges - The rising costs associated with advanced processes and manufacturing complexities present challenges, with equipment costs becoming more expensive and the capital expenditure for the 2nm process significantly higher than for the 3nm process [2] - Additional cost challenges arise from global manufacturing footprint expansion, new investments in special process technologies, and inflationary pressures [2]

"弹钢琴"还要做好平衡，既聚焦关键领域，又重视协同统筹。民生保障、社会治理、文化繁荣、生态文 明等与经济发展相辅相成、相互促进。扎实的民生保障能有效扩大内需，稳定社会预期；良好的社会治 理能优化营商环境，降低交易成本；丰富的文化供给能提升人力资本素质，增强社会凝聚力；优美的生 态环境是最普惠的民生福祉，对全体社会成员具有重要价值。增强重点工作与其他工作的关联性、耦合 性，才能确保各项工作稳妥有序、压茬推进，形成全面建设社会主义现代化国家的合力。 未来，我们面对的是更加宏大的发展图景，各项工作千头万绪，各项任务交织叠加。善用系统思维，掌 握"弹钢琴"的艺术，使各项政策相互衔接、各项改革相互促进、各项工作相得益彰，才能推动中国式现 代化建设不断取得新进展，奏出恢弘的时代交响曲。 （文章来源：经济日报） 各地应站在全局高度看问题，善于把本地区本部门的工作放到大局中进行思考和定位，把自身发展融入 到国家重大战略、重大决策、重大部署中，围绕中心任务做好总体谋划，明确任务单、计划表，让地方 发展的"小逻辑"服从服务于国家战略的"大逻辑"。长三角一体化发展、粤港澳大湾区建设等取得丰硕成 果，正是相关省份"自觉在大局下行动" ...