证券时报新年献词
券商中国·2025-12-31 06:18

Core Viewpoint - The article emphasizes the importance of transforming challenges into opportunities through innovation and reform, highlighting the need for a "certainty function" in navigating complex global variables and ensuring sustainable economic growth [2][3][5]. Group 1: Technological Advancements - The year witnessed significant technological breakthroughs, with AI applications gaining traction across various industries, exemplified by DeepSeek's contributions and the emergence of humanoid robots [2]. - The rise of domestic GPU companies like Moore Threads signifies a shift towards technological self-reliance and confidence in the industry [2]. Group 2: Economic Development - The dual approach of enhancing external openness while tapping into internal potential has strengthened the economic foundation, with notable developments in sectors like photovoltaic, automotive, and internet platforms [3]. - The A-share market reached a total market value exceeding 100 trillion yuan, and Hong Kong's IPOs led globally, indicating a robust capital market [3]. Group 3: Policy and Market Confidence - Policies aimed at boosting domestic demand and enhancing the quality of goods and services are being implemented to address supply-demand imbalances [4]. - The capital market is experiencing a revival, with increased investor confidence and a potential bull market on the horizon, driven by structural reforms and improved market conditions [4]. Group 4: Global Contribution - During the 14th Five-Year Plan period, China accounted for approximately 30% of global growth with an economic share of about 17% [5]. - The upcoming APEC summit in Shenzhen is expected to showcase China's innovative solutions and commitment to shared prosperity [5].