【早报】经济主题记者会今日将举行；央行将开展8000亿元买断式逆回购操作

Macroeconomic News - The 14th National People's Congress (NPC) opened on March 5, with Premier Li Qiang presenting the government work report, which sets a target economic growth rate of 4.5%-5% for 2026 and a budget deficit rate of around 4% [4] - The People's Bank of China (PBOC) announced an 800 billion yuan reverse repurchase operation to maintain liquidity in the banking system, with a term of 91 days [4] Industry News - The Ministry of Industry and Information Technology emphasized the importance of "Artificial Intelligence + Manufacturing" as a mandatory strategy for 2026, aiming to deeply integrate AI into various manufacturing sectors [6] - The government work report highlighted the need to leverage the advantages of the national power grid to support the construction of large-scale intelligent computing clusters and enhance model capabilities [6] - TrendForce reported a projected decline of approximately 7.3% in global smartphone panel shipments for 2026, estimating around 2.14 billion units due to high costs and supply chain issues [8] Company News - *ST Songfa announced contracts for the construction of four ultra-large crude oil tankers, with a total value between 400 million to 600 million USD [9] - JD Group reported a revenue of 352.3 billion yuan for Q4 2025, with a full-year revenue of 1.3091 trillion yuan, indicating a double-digit growth acceleration compared to 2024 [15] - Jiangsu Suhao Fashion Group plans to reduce its stake in Nanjing Julong by up to 2.94% [15]