26个关键词前瞻2026

Group 1: Trade and Economic Growth - China's foreign trade has shown remarkable resilience, maintaining the world's largest goods trade volume for eight consecutive years, with exports accounting for over 14% of global trade and imports rising from 9.7% in 2012 to 10.5% in 2024 [1][2] - The 2025 China International Import Expo achieved a record intended transaction amount of $83.49 billion, signaling China's proactive market opening and welcoming of global quality products [1][2] - The balance of imports and exports is crucial for connecting domestic and international cycles, promoting global economic stability, and is driven by the continuous upgrading of trade structure [1][2] Group 2: Employment and Consumer Market - Foreign trade and foreign investment have directly or indirectly supported over 200 million jobs in China, with more than 80 million being migrant workers [2] - The import of over $250 billion in consumer goods each year has significantly enriched the domestic market's supply and consumption choices [2] Group 3: Financial and Monetary Policy - The central economic work conference emphasized the need for a moderately loose monetary policy in 2026, focusing on maintaining liquidity and balancing economic growth with price stability [7][8] - The use of various monetary policy tools, including flexible and efficient adjustments to reserve requirement ratios and interest rates, is expected to support economic recovery and high-quality development [7][8] Group 4: Capital Market Reforms - The central economic work conference highlighted the need for continuous deepening of capital market investment and financing reforms, with a focus on improving the quality of listed companies and enhancing investor protection [11][12] - The introduction of the first specialized regulatory framework for listed companies aims to strengthen governance, improve information disclosure, and enhance penalties for violations [13][14] Group 5: Insurance Capital Market Participation - Insurance capital investment in the stock market has accelerated, with core equity assets reaching 5.59 trillion yuan by the end of Q3 2025, marking a significant increase [15][16] - Policies encouraging insurance capital to invest in the A-share market are expected to provide substantial new funding in 2026, with projections of new equity investments reaching over 1 trillion yuan [17]