制造业PMI持续修复仍需政策支持｜宏观晚6点

Macro News - Zheng Zhajie emphasized the need to build a modern industrial system during the "14th Five-Year Plan" period, focusing on optimizing and enhancing traditional industries such as chemicals, machinery, and shipbuilding to strengthen their global competitiveness [1] - The development of strategic emerging industry clusters, including new energy, new materials, aerospace, and low-altitude economy, is prioritized, with a push for quantum technology, biomanufacturing, hydrogen energy, nuclear fusion energy, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communication to become new economic growth points [1] Shanghai Investment Encouragement - The Shanghai Municipal Development and Reform Commission and other departments issued measures to encourage foreign-invested enterprises to reinvest domestically, comprising 15 initiatives [1] - Key measures include supporting various reinvestment methods, enhancing project coordination services, optimizing land resource allocation, encouraging technological upgrades, and supporting domestic production and R&D innovation [1] - Additional initiatives involve simplifying medical device production processes, facilitating multi-warehouse coordination for drug wholesale, easing food chain operations, implementing profit reinvestment tax policies, and broadening financing channels for reinvestment [1]