解析股市叙事“国家队” 管涛挂帅、戴彦“破例” 少壮派筑理论引擎

Group 1 - The core viewpoint of the news is the establishment of a newly adjusted Chief Economist Committee by the China Securities Association, which aims to contribute professional insights for the "14th Five-Year Plan" of the capital market [1][2][3] - The committee consists of over 40 top experts from the securities and fund industry, indicating a significant integration of industry intellectual resources and a commitment to enhancing the professionalism and diversity of the committee [1][3][4] - The new structure includes a Secretary-General and advisory roles, with notable appointments such as Guan Tao as the Chief Economist and Dai Yan as the Deputy Chief Economist, highlighting the committee's upgraded framework [1][4][5] Group 2 - The committee's two main missions focus on providing recommendations for the "14th Five-Year Plan" and enhancing the narrative around the Chinese stock market, emphasizing the importance of rational market communication [2][8][9] - The committee aims to serve as both a policy think tank and a voice for market rationality, contributing to the stability of expectations and supporting high-quality development in the capital market [2][10] - The first meeting of the new committee discussed key macroeconomic concerns and the long-term development of the capital market, with a consensus on the importance of the upcoming "15th Five-Year Plan" for improving market functions [8][10] Group 3 - The restructuring of the Chief Economist Committee reflects a trend where chief economists are increasingly taking on administrative roles, with nearly one-third of the members also holding leadership positions in their respective organizations [6][7] - The committee's focus on "telling the story of the Chinese stock market" elevates its role from traditional economic forecasting to shaping public perception and guiding market narratives [9][10] - The new committee is positioned to provide robust intellectual support and effective public discourse for the high-quality development of China's capital market [10]