全国政协委员王江平：2026年工业经济关键是扭转“量价背离”格局，提出四大发力方向

Core Viewpoint - The second "Shenzhen Xiangmi Lake Financial Annual Conference" will be held on December 20-21, 2025, focusing on promoting a virtuous cycle of technology, industry, and finance in the Guangdong-Hong Kong-Macao Greater Bay Area [1][5] Group 1: Current Economic Situation - China's industrial economy is currently experiencing a typical "quantity-price divergence" cycle, which has persisted for 38 months since October 2022 [3][7] - Despite a slight month-on-month improvement in October and November, the economy remains in a deep adjustment phase, characterized by growth in industrial added value while the Producer Price Index (PPI) remains low, with significant price declines across 26 industries [3][7] Group 2: Key Challenges - The long-term divergence between quantity and price is damaging corporate profitability and reinvestment capabilities, making it crucial to reverse or significantly narrow this divergence in 2026 [3][7] Group 3: Systematic Recommendations - Optimize Supply: Resolve excess capacity by eliminating outdated production through environmental, energy consumption, and technical standards, while curbing local government investment impulses and promoting industry consolidation to enhance concentration [3][7] - Expand Demand: Activate domestic demand while actively expanding external demand, upgrading export products from labor-intensive to technology-intensive [3][7] - Stabilize Expectations: Focus on stabilizing the expectations and confidence of private capital, implementing the principle of "two unwavering" and shifting policies from broad-based stimulus to precise "drip irrigation" [3][7] Group 4: Risk Management - Strengthen industrial chain security, organize overseas expansion to prevent "export involution," and prepare hedging plans for fluctuations in commodity prices [4][8]