如何推动投资止跌回稳？丨落实会议部署 问答中国经济

Core Viewpoint - The Central Economic Work Conference has outlined the overall requirements and policy direction for economic work in the coming year, emphasizing the need to stabilize investment and address both old problems and new challenges in the economy [1] Group 1: Investment Trends - Investment has faced downward pressure since 2025, with fixed asset investment growth declining by 2.6% year-on-year from January to November [1] - While traditional engines like real estate and infrastructure are weakening, investments in high-tech sectors such as clean energy and aerospace are rapidly increasing, indicating a positive shift in investment structure [1] Group 2: Investment Focus Areas - Investment should be directed towards key areas that support long-term national development, including national security, industrial chain resilience, technological innovation, urban renewal, infrastructure, and energy [2] - The construction of the Chengdu-Shanghai high-speed railway exemplifies how major infrastructure projects can enhance regional economic coordination and improve public convenience, yielding significant indirect investment returns [2] Group 3: Addressing Social Needs - Increasing investment in public services such as education, healthcare, and disaster prevention is crucial for improving people's livelihoods and expanding domestic demand [3] - Investment in green transformation areas like energy conservation, carbon reduction, and ecological protection is essential for achieving carbon neutrality goals and enhancing competitive advantages [3] Group 4: Investment Sources - Government investment plays a critical role in guiding overall investment, particularly in public sectors where market forces may not allocate resources effectively [4] - Private investment, which accounts for over half of total fixed asset investment, is vital for sustaining investment growth, and measures must be taken to alleviate barriers and enhance confidence among private investors [4] Group 5: Policy Coordination - Accurate understanding of "what to invest in" and "who will invest" is essential for creating a cohesive policy approach that stimulates both government and private investment [5] - The focus should be on achieving short-term stabilization while also promoting long-term high-quality development, ensuring that investment recovery can contribute to economic transformation [5]