2026：26个关键词里的未来（三）

Group 1: State-Owned Enterprise Reform - The central economic work conference emphasized the need to deepen state-owned enterprise (SOE) reform, focusing on optimizing the layout of state-owned economy, improving modern enterprise systems, and enhancing state asset supervision efficiency [1][2] - Key areas of reform include functional, structural, and institutional reforms, with a focus on better utilizing market forces to fulfill national strategic missions and improving the evaluation system for SOEs [2][3] Group 2: Urban and Rural Resident Income Increase Plan - The central economic work conference proposed a new income increase plan for urban and rural residents, transitioning from a focus on low-income groups to a broader approach covering all residents [3][4] - The plan aims to enhance consumer spending and stabilize the middle-income group while addressing income disparities and illegal income [3][4] Group 3: Investment Stabilization - The conference highlighted the need to stabilize investment, suggesting an increase in central budget investment and optimizing the use of local government special bonds [6][7] - Investment growth has been declining due to various factors, including real estate market adjustments and competition, with fixed asset investment down by 2.6% year-on-year [6][7] Group 4: Education Resource Allocation - The "14th Five-Year Plan" suggests improving education resource allocation in response to demographic changes, particularly by expanding ordinary high school enrollment to address the shortage of high school places [8][9] - The number of ordinary high school enrollments is set to exceed 10 million in 2024, with a recorded admission rate of over 60% [8][9] Group 5: Long-Term Care Insurance Implementation - Long-term care insurance (LTCI) is set to be implemented nationwide in 2026 after a decade of trials, aiming to cover nearly 3 billion people and provide equal protection for all disabled individuals [16][17] - The LTCI is expected to inject significant funds into the market, potentially exceeding 100 billion annually, thus stimulating the long-term care service industry [17] Group 6: Birth Policy Optimization - The central economic work conference stressed the need for a comprehensive optimization of birth policies to stabilize the declining birth rate, with a focus on financial support and service system improvements [18][19] - New measures include expanding maternity insurance coverage to flexible workers and enhancing public services for early childhood care [19][20]