更好发挥央国企扩投资作用，国常会锚定新兴产业等重点领域

Core Viewpoint - Central state-owned enterprises (SOEs) are increasingly focusing on effective investment to stabilize economic growth and enhance development momentum, with specific targets and measures being established for investment expansion [1][2]. Group 1: Investment Policies and Measures - The State Council, led by Premier Li Qiang, has emphasized the importance of effective investment policies, particularly in infrastructure, urban renewal, public services, and emerging industries, to support long-term development and competitive advantages [1]. - The National Development and Reform Commission (NDRC) has organized the early release of a list of key projects and central budget investment plans for 2026, with a funding scale of approximately 295 billion yuan [6][7]. - The government is focusing on enhancing investment efficiency and promoting both physical and human capital, with a significant portion of projects directly benefiting people [7][8]. Group 2: Role of Central SOEs - Central SOEs are recognized as a crucial force in stabilizing investment, with recent meetings highlighting the need for increased investment in key areas to support national economic goals [2][3]. - The National Grid plans to invest 4 trillion yuan in fixed assets during the 14th Five-Year Plan period, marking a 40% increase compared to the previous plan [2]. - The average annual growth rate of investment in emerging industries by central SOEs has exceeded 20% during the 14th Five-Year Plan, with a projected investment of 2.5 trillion yuan in strategic emerging industries by 2025 [3]. Group 3: Emerging Industries and Future Investments - The establishment of a special fund for strategic emerging industries, initiated by the State-owned Assets Supervision and Administration Commission (SASAC), aims to support sectors such as artificial intelligence, aerospace, and quantum technology, with an initial scale of 51 billion yuan [4]. - Central SOEs are expected to optimize the layout of state-owned economies by accelerating the transformation of traditional industries while increasing investments in emerging sectors like commercial aerospace and renewable energy [3][5]. - The National Investment Fund has focused on strategic emerging industries, with cumulative investments exceeding 200 billion yuan, indicating a strong commitment to future-oriented sectors [3].