“十五五”时期经济大省如何持续挑大梁

Core Points - The Fourth Plenary Session of the 20th Central Committee of the Communist Party of China outlined the main goals for economic and social development during the "15th Five-Year Plan" period, emphasizing the role of key economic provinces in driving growth and establishing a high-quality regional economic layout [1][10] - Economic provinces, particularly Guangdong, Jiangsu, Shandong, Zhejiang, Sichuan, and Henan, contribute over 40% to the national economy, showcasing their importance in achieving national economic stability and growth [1][2] Economic Growth of Major Provinces - Shandong's GDP reached 98,566 billion yuan in 2024, nearing the 10 trillion yuan mark, while Guangdong became the first province to exceed 14 trillion yuan in GDP [2] - During the "14th Five-Year Plan" period, major economic provinces consistently outperformed the national average GDP growth rate, with Shandong achieving a growth rate of 5.7%, surpassing the national average by 0.7 percentage points [3][4] Role in Domestic Consumption - Major economic provinces have significantly contributed to domestic consumption, with retail sales growth rates exceeding the national average. Shandong's retail sales grew by 5.0% in 2024, with notable increases in both goods and dining sectors [4][5] - The implementation of consumption-boosting policies in Shandong aims to enhance consumer spending across various sectors, laying a solid foundation for future growth [5] Technological and Industrial Advancements - Major economic provinces account for over 70% of China's large-scale industrial and high-tech enterprises, positioning them as key players in driving innovation and economic resilience [6] - The "14th Five-Year Plan" period saw a 42% increase in the value added by high-tech manufacturing compared to the end of the "13th Five-Year Plan," with the "new economy" contributing 18% to GDP [6][7] Future Economic Goals - The "15th Five-Year Plan" period is critical for achieving the long-term goal of doubling GDP per capita by 2035, requiring an average annual GDP growth rate of over 4.4% from 2026 to 2035 [8][9] - Major economic provinces are expected to continue their leadership role in economic growth, supported by robust fiscal strength, extensive financial resources, and a comprehensive industrial system [10][11]