申万宏源赵伟:2026年中国经济瞄准服务消费与“新”新基建
Xin Hua She·2026-01-31 14:16

Core Viewpoint - The core viewpoint emphasizes the importance of "consolidating the foundation and making comprehensive efforts" for China's economic stability in 2026 amidst a complex environment [1] Group 1: Economic Foundations - "Consolidating the foundation" refers to the reinforcement and deepening of the industrial system, market foundation, and institutional framework established during the 14th Five-Year Plan [1] - "Comprehensive efforts" indicates that the pace of policy implementation and advancement in development and reform-related areas will accelerate [1] Group 2: Key Economic Drivers for 2026 - Service consumption is expected to see a significant release of pent-up demand due to the ongoing implementation of service industry opening policies [1] - The "new" new infrastructure focuses on systematically reducing social logistics costs through digitalization and intelligent methods, enhancing the efficiency of economic operations by strengthening urban transportation hubs and developing multimodal transport [1] - Green investment will continue to promote the green transformation of industries in line with the "dual carbon" goals [1]

SWHY-申万宏源赵伟:2026年中国经济瞄准服务消费与“新”新基建 - Reportify