新增10万亿市场空间，发改委详解

Core Viewpoint - The 20th Central Committee's Fourth Plenary Session approved the "Suggestions on Formulating the 15th Five-Year Plan for National Economic and Social Development," outlining China's economic and social development blueprint for the next five years [1] Group 1: Modern Industrial System - The construction of a modern industrial system is prioritized as the first strategic task in the 15th Five-Year Plan, focusing on consolidating and strengthening the foundation of the real economy [1] - Key tasks include optimizing and upgrading traditional industries, which account for approximately 80% of the manufacturing sector's added value, and enhancing competitiveness in global industrial division [1][2] - An estimated market space of around 10 trillion yuan will be created over the next five years, providing significant development momentum and benefits to people's livelihoods [1] Group 2: Emerging Industries - The plan emphasizes nurturing and expanding emerging and future industries, with the "three new" economies expected to account for over 18% of GDP by 2024 [2] - Strategic emerging industries such as new energy, new materials, aerospace, and low-altitude economy are highlighted for development, potentially creating several trillion-yuan markets [2] - Future industries like quantum technology, biomanufacturing, hydrogen energy, and sixth-generation mobile communication are identified as new economic growth points, contributing to high-quality development [2] Group 3: Service Industry Development - The plan aims to promote high-quality and efficient development of the service industry, which still has significant room for expansion and improvement [2] - Actions include enhancing the integration of modern services with advanced manufacturing and modern agriculture, creating new market opportunities [2] Group 4: Infrastructure Development - A modern infrastructure system is to be constructed, with a focus on planning and building new-type infrastructure and improving the comprehensive transportation system [3] - This will enhance connectivity and support for economic development, ensuring safety and efficiency [3] Group 5: Domestic Demand Expansion - Expanding domestic demand is identified as a strategic move, with a focus on enhancing the domestic market as a key resource for modernization [3] - The plan includes actions to boost consumption, improve investment structures, and implement significant projects to stimulate domestic demand [4] Group 6: Government Investment Optimization - The annual scale of fixed asset investment has reached 50 trillion yuan, with a need to optimize government investment structures to better serve public welfare and address critical needs [4] - The plan proposes increasing the proportion of government investment in public welfare and improving the management of government investments [4] Group 7: Market Regulation and Competition - The plan aims to unify market rules and eliminate local protectionism and market segmentation, enhancing market efficiency [5] - Efforts will be made to address various market barriers and fully unleash the benefits of China's large-scale market [5]