沈联涛:中国新发展模式的金融强国基石
Sou Hu Cai Jing·2025-12-11 10:49

Group 1 - The core idea emphasizes that finance should serve the real economy rather than exploit it, advocating for a financial development path that is deep, inclusive, green, resilient to risks, and supportive of innovative technology [2][7] - The "14th Five-Year Plan" (2026-2030) aims to focus on technological self-reliance and the establishment of a new economic model based on innovation and a strong industrial foundation, which is crucial for resisting external threats [2][3] - The financial system in China is expected to enhance risk prevention, strengthen regulation, promote high-quality development, and facilitate high-level opening-up during the "14th Five-Year Plan" period [2][3] Group 2 - The "14th Five-Year Plan" suggests achieving significant accomplishments in high-quality development, technological self-reliance, and social progress, with an average GDP growth rate projected at around 4.17% until 2035 [3][4] - By 2030, China's per capita GDP is expected to reach approximately $20,000, aligning with the World Bank's classification of middle-income countries, with a total GDP projected at $27.7 trillion [3][4] - The International Monetary Fund predicts that by 2030, China's nominal GDP will be $25.8 trillion, which could represent about 76% to 82% of the U.S. nominal GDP, while its GDP at purchasing power parity could exceed the U.S. by 39.5% [4][5] Group 3 - The U.S. has maintained its leading position due to financial support for innovative technology, which China aims to replicate by deepening its pension, insurance, and private equity markets to absorb high-risk innovative projects [5][6] - A strong financial system is fundamentally built on a stable monetary foundation, with the U.S. dollar's dominance in global trade and reserves highlighting the risks associated with reliance on foreign currencies [6][7] - There is a growing trend among countries to consider alternatives to the dollar due to its potential weaponization, as evidenced by increased gold purchases by central banks [7][8]