“十五五”投资进入质效时代

Core Insights - The investment strategy is shifting from quantity expansion to quality enhancement, emphasizing precise management over extensive management [1] - The "14th Five-Year Plan" has optimized investment direction and structure, but the "scale-driven" model has not fundamentally changed, leading to structural contradictions and risks [2][3] - Effective investment is essential for stabilizing the macro economy, fostering a modern industrial system, addressing development imbalances, and promoting green transformation [4][5][6] Investment Strategy and Focus - The focus should be on technological innovation and industrial upgrading to support high-quality development [7] - Investments must prioritize public welfare and services to enhance common prosperity [8] - Emphasis on green low-carbon initiatives and energy security to create new advantages for future development [9] - Strengthening infrastructure connectivity to facilitate domestic and international dual circulation [10] Mechanism Innovation - Institutional and mechanism innovation is crucial for effective investment during the "14th Five-Year Plan" [11] - Investment decision-making and generation mechanisms need to be improved for precise allocation [12] - Resource allocation efficiency can be enhanced through innovative funding coordination and input mechanisms [13] - Project management and performance evaluation mechanisms should ensure comprehensive lifecycle management [14] - Incentive compatibility and risk prevention mechanisms are necessary for sustainable investment [15] - Optimizing the business environment is essential for better integration of an effective market and proactive government [16]