关于四中全会！券商最新解读来了

Group 1: Core Insights - The 20th Central Committee's Fourth Plenary Session emphasizes a strategic framework for advancing Chinese-style modernization and the great rejuvenation of the Chinese nation, focusing on the integration of technological innovation and the real economy [2][3] - The meeting reiterates the importance of "centering on economic construction," highlighting its significance in the upcoming five years [2][3] - The session aims for "high-quality development" and emphasizes achieving significant results in economic growth, with a target of 5% for the year supported by macroeconomic policies [3] Group 2: Technological Innovation - The term "technology" appears frequently in the communiqué, indicating its critical role in the 15th Five-Year Plan, with a focus on self-reliance and leading new productive forces [4][5] - The emphasis on original innovation and key core technology breakthroughs is crucial for establishing a leading position in global technological competition [5][6] - The meeting outlines a commitment to increasing investment and support in frontier technology areas, reflecting a strategic shift towards enhancing domestic innovation capabilities [6] Group 3: Consumer and Social Welfare - The session stresses the importance of expanding domestic demand and integrating social welfare with consumption, indicating a long-term approach to fostering consumer growth [7][8] - Key areas of focus include improving social security coverage, enhancing public services, and addressing community needs to stimulate consumption sustainably [8]