从"大基建"向"大民生"转型，加大养老、教育、医疗等公共服务投入，通过转移支付实现区域福利均等 化。 反内卷与新型城镇化的逻辑创新，回应了经济发展中的结构性矛盾。针对内卷式竞争，作者提出要通过 行业协会建立劳资博弈机制，完善劳动法规并严格执法，遏制"低于成本定价"、"超长劳动时间"等非理 性竞争行为。在城镇化方面，"城市群+统一大市场"的思路也极具实践价值。 金融全球化与科创兴国的逻辑，勾勒了中国经济未来的核心竞争力。作者主张，中国金融业需要从"货 币化、资本化"的旧逻辑转向"全球资本竞争"的新逻辑，通过扩大人民币国债发行、推动金融机构出 海，提升人民币在全球分配体系中的影响力。而科创兴国的关键在于建立"市场化激励+政府引导"的双 重机制：既要通过知识产权保护提高侵权成本，激励企业开展原创性研发；也要通过产学研融合打通成 果转化通道，让高校、科研机构的创新成果真正落地生根。 纵观这本著作全文，清晰的逻辑脉络和鞭辟入里的经济学分析，让它不失为一本值得深刻研究的书籍。 首先在于它构建了一个兼具历史深度与客观现实的分析框架。作者没有陷入"制度决定论"或"要素决定 论"的单一叙事，而是将分配、规模、土地、金融等要素置 ...

2025微博财经之夜暨北京财经大V联盟年会于1月15日在北京举行。财经评论人，专栏作家吴其伦表 示，经济从不只是数字的起伏，更是时代的脉搏，人民生活的轨迹、国家前行的足音。 专题：2025微博财经之夜暨北京财经大V联盟年会 吴其伦指出，评价超大型经济体的核心在于应对风浪的战略定力与内在韧性。2025年，中国经济在复杂 国际环境与国内转型压力下，展现出强劲抗风险能力与修复力，全年GDP增速超5.2%，增量相当于一 个中等规模经济体的年度总量，在全球主要经济体中位居前列。增长动力结构实现历史性转变，最终消 费支出对经济增长的贡献率攀升至53.5%，内需主引擎作用愈发稳固。 宏观指标持续向好印证发展底气：全国城镇失业率稳定在5.2%的合理区间，核心CPI同比涨幅连续扩 大，反映内需温和回暖；外汇储备规模稳定在3.3万亿美元，人民币汇率保持基本稳定，货物贸易出口 创历史同期新高，彰显中国在全球产业链中的稳固地位。这一系列成果得益于对经济规律的深刻把握与 宏观政策的精准施策，通过统筹"两重"与"两新"政策，既拉动当下投资消费，更着眼中长期高质量发 展，展现兼顾当下与长远的系统性智慧。 以更自信的姿态融入全球经济体系，参 ...

高盛在近日发布的《中国2026年展望：探索新动能》中预计，2026年中国实际GDP将增长4.8%，高于 市场共识的4.5%，并预测MSCI中国指数和沪深300指数年内将分别上涨20%和12%。到2027年末，中国 股票市场有望实现38%的涨幅。 《经济日报》日前援引瑞银证券中国股票策略分析师孟磊的话称，2026年全部A股盈利增速有望从2025 年的6%进一步升至8%。名义国内生产总值增速提升、企业营收增长、支持政策持续出台，以及"反内 卷"政策的推进带动利润率复苏，都将对整体盈利改善起到推动作用。 近日，中国银行协助德国工业巨头汉高集团在中国银行间债券市场发行15亿元熊猫债。1月8日，巴克莱 银行开启40亿元熊猫债发行，彰显出外资对人民币债券资产的认可。 外资加仓背后是头部机构对中国资产的集体看好。 记者 辛圆 汇丰银行环球投资研究大中华区首席经济学家刘晶表示，2025年中国创新驱动的增长有所加速，包括 DeepSeek在内的AI领域突破以及创新药等领域的进展尤为突出，预计创新能力将成为中国核心优势之 一，有望持续吸引外资布局中国资产。 财政部、税务总局最新发布公告称，自2026年1月1日起至2027年12月 ...

"新浪财经2025年会暨第18届金麒麟论坛"于2026年1月15日在北京举办，主题是"十五五 开局，经济新启航——重塑增长范式，共创未来繁荣"。全国政协委员，中国财政科学研究 院研究员、原院长刘尚希出席并演讲。 以下为演讲实录： 各位专家、各位来宾： 大家好！很高兴参加这个讨论。我讲的题目是《走向共同富裕：中国发展的新范式》。 共同富裕是一个要深刻探讨的理论问题，今天主题是新的增长范式。从这个角度说，共同富 裕是发展的新范式。为何从范式角度理解共同富裕，而非仅从分配角度？这有更深刻内涵。 共同富裕是人类文明发展面临的难题，需要发展范式转换。实现共同富裕是中国式现代化的 基本特征，意味着不同于西方现代化。所以，中国式现代化蕴含与西方不同的发展范式，理 论上如何说清，这是理论工作者、研究者、学者的共同任务。 我们曾做过研究，在共同富裕方面出过一本书，侧重从人的发展角度讲如何扎实推进中国共 同富裕。 共同富裕是对传统发展范式挑战。一说到"富裕"，可能指物质财富，大家富裕且物质财富 差距不大，人们不由自主这么想。其实共同富裕是基于物还是人，涉及财富积累与知识积累 关系。 从物角度看，无法摆脱存量 - 流量分配循环产生 ...

中新网晋城1月15日电 (杨佩佩闫妮莎)今年是"十五五"开局之年，诞生于改革春风中的山西晋城，面对 新一轮发展机遇，当以何识变、应变、求变，奋力实现破局突围？晋城市委经济工作会议给出清晰答 案：坚持创新驱动与改革攻坚同频共振，以更大力度破除体制机制障碍、激发动力活力。 以创新驱动，点燃发展新引擎 在晋城市光机电产业研究院，入驻项目既能获得从孵化到量产的全链条支持，又能对接院士团队和省级 重点实验室等高能级创新资源。如今，这里已成为晋城打造"光机电产业集聚城市"的前沿阵地。 2025年，晋城统筹推进15项重点改革、13项改革试点和10项便民利民"小切口"改革，一批具有晋城辨识 度的制度成果加速涌现。 在奋进"十五五"的开局之年，晋城将在优化资源配置上大胆探索，展现系统性改革思维：充分发挥经济 体制改革牵引作用，接续抓好12个方面46项改革任务，推出更多可复制推广的经验做法。 同时，晋城将积极推进低效用地再开发试点，抓好全域土地综合整治；稳步实施供水、供电、供气、能 源、交通等公共事业价格改革；深化财政体制和零基预算改革，强化财政监督与绩效评价，确保资金使 用效益。 以主体强基，激发内生新活力 近年来，晋城将科技 ...

专题：新浪财经2025年会暨第18届金麒麟论坛 "新浪财经2025年会暨第18届金麒麟论坛"于2026年1月15日在北京举办，本次会议的主题是"十五五开 局，经济新启航——重塑增长范式，共创未来繁荣"。第十三届全国政协经济委员会副主任，国务院发 展研究中心原副主任刘世锦出席并演讲。 以下为演讲实录： 刘世锦：尊敬的各位领导、各位嘉宾： 大家上午好！ 很高兴能到新浪财经2025年会和大家进行交流，我看了一下，我们这次年会的主题里边有句话，就 是"重塑增长范式"。我就想从这个角度讲一下"十五五"期间增长动能转换和一些重要的改革。 在经历了30多年的高速增长以后，中国经济从2010年一季度开始由高速逐步转向中速，经济增长面临的 主要的挑战也由供给约束转成需求约束。在这种背景之下，和以往我们若干个五年计划有所区别的是， 以往我们大体上保持一个稳定的增长框架，在这个框架里边做一些阶段性的调整。这一次不一样了，这 一次"十五五"期间是要从原有的增长框架中走出来，要开辟和确立新的增长框架。这个新的增长框架有 一条主线，从增长动能的角度来讲，要由过去的投资和出口驱动为主转向创新和消费驱动为主，这样一 个转变将会体现在我们经济 ...

Neogen Conference Call Summary Company Overview - **Company**: Neogen Corporation - **Industry**: Food and Animal Safety - **Core Business**: Provides diagnostic testing solutions across the food supply chain and animal health markets globally [1] Key Points and Arguments Market Opportunity - The food safety market is expanding due to increased food complexity, stricter regulations, and rising consumer expectations for quality and safety [4] - In 2022, there were 50 million foodborne illness cases in the U.S., with 100,000 hospitalizations and 3,000 deaths, highlighting the critical need for food safety solutions [2][3] - Neogen aims to ensure food safety, sufficiency, and suitability for everyone, positioning itself as a trusted authority in the industry [3][10] Business Structure and Portfolio - Neogen operates through two global business units: food safety and animal safety, with a focus on consumable-driven products that provide recurring revenue [4][5] - The company has market leadership in pathogen detection indicators, particularly with its flagship product, Petrifilm, which simplifies microbiology testing in food processing [5][6][8] Recent Challenges and Turnaround Strategy - Neogen has faced challenges following the acquisition of the 3M Food Safety business, which doubled its size but complicated integration [10] - The management team has been restructured, with five new leaders hired to drive the turnaround strategy, which includes three stages: stabilize, accelerate, and expand [12][13] - The goal is to achieve mid to high single-digit revenue growth and adjusted EBITDA margins of 20% to 30% in the long term [11] Innovation and Future Growth - Innovation is a key focus, with plans to enhance product offerings and address customer needs through a dedicated Chief Science Officer [14][17] - A new standalone Petrifilm production site in Lansing, Michigan, is on track for completion by November 2026, which will support product validation and production [16][17] - The company aims to increase investment in R&D, focusing on tangible projects that solve customer problems [17] Financial Performance and Guidance - Neogen reported improved Q2 results, exceeding consensus forecasts, but has been cautious in raising full-year guidance due to the need for sustained performance [25][26] - The management team is focused on building a predictable and sustainable business while recognizing the importance of restoring trust with investors [19][20] Additional Important Insights - The food safety industry is less constrained by reimbursement or government funding, driven instead by regulatory requirements, which presents a favorable market environment [22][30] - The innovation cycle in food safety is faster compared to human diagnostics, allowing Neogen to respond more quickly to market needs [30] - The company acknowledges past operational challenges but is optimistic about the potential for improvement under the new leadership team [31][32] Conclusion - Neogen is positioned in a growing market with significant opportunities for innovation and improvement. The new management team is focused on stabilizing the business and driving growth through enhanced operational execution and customer engagement [20][36]

Economic Growth Projections - Dalian's GDP is expected to grow by over 5.5% in 2025, with industrial added value increasing by over 11.7% and retail sales of consumer goods growing around 3% [1] - The "14th Five-Year Plan" outlines 20 key indicators for economic and social development, including an average annual GDP growth of 5% and urbanization rate reaching 83.75% by 2030 [1][2] - Dalian aims for a GDP growth target of over 5% in 2026, with industrial added value growth of 7% and fixed asset investment growth of around 5% [1] Industrial Development - Dalian's industrial growth has been significant, achieving a two-digit growth rate of over 11.7% in industrial added value, surpassing the initial target of 7% [2] - The city is focusing on transforming its industrial structure, with the green petrochemical industry maintaining a stable scale of around 400 billion yuan, and new energy vehicle industry output exceeding 100 billion yuan [2] - Dalian's shipbuilding and marine engineering equipment industry has reached an output value of 80 billion yuan, while high-end bearings and advanced rail transit equipment have generated 58 billion yuan [2] Innovation and R&D - Dalian's government report sets specific innovation-driven targets, including a research and development expenditure intensity of around 3.2% by 2030 and a digital economy core industry value added accounting for 14.5% of GDP [3] - The city aims to achieve a high-value invention patent ownership of 23.5 per 10,000 people [3] Comparison with Other Cities - Other northeastern cities like Shenyang and Changchun are also focusing on economic stability and growth, with Shenyang emphasizing internal demand and Changchun projecting a GDP growth of over 5% by 2025 [3]

工业和信息化部装备工业发展中心、汽车工业协会、17家重点汽车企业等单位有关负责同志参加会议。 此前，在整治"内卷式"竞争的背景下，2025年6月，17家车企作出"支付账期不超过60天"的承诺。2025年9月，中汽协发布《汽车整车企业供应 商账款支付规范倡议》，随后，17家作出账期承诺的车企陆续发表声明，表示将积极落实《汽车整车企业供应商账款支付规范倡议》。 需要注意的是，包括前述会议在内，工信部两天内三场会议涉及汽车行业，且均关乎反"内卷"。 1月13日上午，工业和信息化部党组书记、部长李乐成主持召开第十八次制造业企业座谈会（以下简称"座谈会"）。座谈会上，有来自汽车等 重点行业的12家企业负责人作交流发言。 21世纪经济报道记者冉黎黎 北京报道 据工信部网站消息，2026年1月14日，工业和信息化部装备工业一司、国家发展改革委产业发展司、市场 监管总局价格监督检查和反不正当竞争局（以下统称"三部门"）联合召开新能源汽车行业企业座谈会，部署规范新能源汽车产业竞争秩序相关 工作。 座谈会强调，广大企业家要坚守主业，加快高质量发展。立足"两个大局"，胸怀"国之大者"，在加快自身发展的同时引领行业提质增效，以优 质 ...

Core Insights - China's foreign trade demonstrates remarkable resilience amidst a global slowdown, with exports reaching 26.99 trillion yuan, a year-on-year increase of 6.1% [1][2] - The country has transitioned from "Made in China" to "Intelligent Manufacturing in China," focusing on high-value, differentiated products [1][3] - Innovation is identified as the key driver for China's foreign trade, enabling the country to overcome uncertainties and enhance competitiveness [2][3] Export Performance - Exports of specialized equipment, high-end machine tools, and industrial robots grew by 20.6%, 21.5%, and 48.7% respectively, with industrial robots becoming a net export for the first time [1] - The export of smart robots and other high-tech products has seen significant growth, with some categories experiencing over 60% increase in exports [2] Market Adaptation - Chinese companies are successfully integrating traditional craftsmanship with modern innovation, as seen in the examples of ceramic decorations and desert air conditioners [2] - The shift in focus from quantity and price competition to intelligence and innovation reflects a strategic move towards higher value in the global supply chain [3] Economic Transition - China's economy is undergoing a critical phase of transformation, moving away from investment-driven growth towards innovation-driven development [3] - The emphasis on innovation is crucial for maintaining stable growth in foreign trade and accelerating economic transformation [3]