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“十五五”规划建议有哪些要点?
Guolian Minsheng Securities·2025-10-29 12:35

Group 1 - The core viewpoint of the report emphasizes the "Fifteen Five" plan's focus on "economic construction as the center," which stabilizes market expectations and confidence in future economic growth [4][6] - The report highlights the importance of boosting domestic consumption, reflected in the prioritization of "boosting consumption," macroeconomic governance leaning towards domestic demand, and the de-emphasis on dual circulation while highlighting internal circulation [4][6] - The report underscores the core position of technological self-reliance, identifying new industrial development directions such as low-altitude economy, biomanufacturing, nuclear fusion, brain-machine interfaces, embodied intelligence, and industrial mother machines [4][6] Group 2 - In terms of modern industrial construction and high-level technological self-reliance, the report emphasizes the need for autonomous control in traditional industries and highlights new industries like low-altitude economy alongside retained sectors such as new energy and aerospace [6][7] - The report indicates a shift towards enhancing domestic market construction and significantly boosting consumption, with new proposals for increasing public service spending and government funding for livelihood security [7][8] - The report discusses various aspects such as state-owned enterprise reform, a more positive stance on the private economy, and a focus on promoting a consumption-driven economic development model [8]