2026年中国股市如何“稳稳地幸福”？这场大会给出关键答案

Group 1: Forum Overview - The "Sina Finance 2025 Annual Conference and the 18th Golden Unicorn Forum" will be held on January 15, 2026, in Beijing, focusing on the theme "Starting the 15th Five-Year Plan, New Economic Voyage - Reshaping Growth Paradigms, Co-creating Future Prosperity" [1][35] - Key speakers include Sina Finance CEO Deng Qingxu, Liu Shijin, Liu Shangxi, Li Daokui, and Li Ling, who will present their insights during the main forum [1][35] Group 2: Economic Insights - Deng Qingxu emphasized the need to reshape growth paradigms through technological, institutional, and model innovations to activate new development momentum [4][39] - Liu Shijin highlighted that China's strong export performance amidst a challenging international environment reflects improvements in technological and industrial competitiveness [5][42] - Liu Shijin also suggested implementing a balanced trade strategy to enhance imports and promote the use of the RMB in international settlements [5][42] Group 3: Consumer and Market Dynamics - Liu Shijin pointed out that China's consumption as a percentage of GDP is approximately 20 percentage points lower than the global average, indicating a structural gap that needs to be addressed for China to become a major consumer market [8][43] - Liu Shangxi discussed the importance of addressing rural issues as a key to achieving common prosperity, emphasizing the need for a paradigm shift in development [9][44] Group 4: Capital Market Perspectives - Wu Xiaoqiu expressed optimism about the future growth of China's capital market, attributing recent positive developments to systematic reforms across various sectors [18][55] - He noted that the capital market's growth is driven by both reform logic and industrial structure transformation logic, making its future promising [18][55] - He also mentioned that the market's performance in 2026 is expected to be strong, with short-term fluctuations presenting good entry opportunities for investors [18][55] Group 5: Health Industry Insights - Li Ling discussed the significant potential of the new health industry, which could surpass the real estate sector in scale, emphasizing the need for a shift from a disease-centered to a health-centered approach in healthcare [15][50] - She highlighted the importance of preventive measures and the integration of various health-related sectors to form a comprehensive health industry [15][50] Group 6: Investment Strategies - Summer proposed constructing two "wealth pyramids" for asset allocation, focusing on a balanced approach between low-risk and high-risk assets [28][66] - He also predicted that Hong Kong could potentially replace London as the second-largest international financial center within the next five to ten years [28][63]