"十五五"时期，要充分发挥投资的关键作用，积极拓展投资空间，坚持投资于物和投资于人紧密结 合，大力提振消费，扩大有效投资。同时，通过着力提高投资效益，调整优化投资结构，实施一批重大 标志性工程项目，释放有效投资需求。 党的二十届四中全会提出"建设强大国内市场，加快构建新发展格局"的重大任务，对"十五五"时期 扩大有效投资提出了要求、指明了方向。 实施一批重大标志性工程项目。重大工程是中国式现代化的坚强支撑和综合国力的集中彰显，"十 四五"时期102项重大工程的建设实施在促进经济增长、保障改善民生、夯实安全基础等方面发挥了重要 作用。"十五五"时期，要以标志性工程牵引国家战略落地，实施一批具有全局性影响、体现国家意志的 工程，加快国家重大战略实施与重点领域安全能力建设。在基础设施、基础科研、公共卫生、生态保 护、城市更新、乡村建设等领域实施一批重大项目，释放有效投资需求。 全面深化投资体制改革是完善社会主义市场经济体制的重要内容。"十五五"时期，要增加简政放权 的含金量，加快放宽民间投资准入，系统推进审批减法、服务加法、效率乘法、风险除法，支持民营企 业在新兴产业、未来产业投资布局。同时，完善激发社会资本投资活 ...

"十五五"时期，要充分发挥投资的关键作用，积极拓展投资空间，坚持投资于物和投资于人紧密结合， 大力提振消费，扩大有效投资。同时，通过着力提高投资效益，调整优化投资结构，实施一批重大标志 性工程项目，释放有效投资需求。 党的二十届四中全会提出"建设强大国内市场，加快构建新发展格局"的重大任务，对"十五五"时期扩大 有效投资提出了要求、指明了方向。 充分发挥投资的关键作用。从短期看，投资能够迅速调动资源，释放乘数效应，稳定经济大盘。从长期 看，投资通过优化产业结构和提高生产效率，推动形成需求牵引供给、供给创造需求的更高水平动态平 衡。"十四五"时期，资本形成总额对经济增长年均贡献率超过30%。实践证明，投资始终是应对风险挑 战、推动高质量发展、保障中国式现代化行稳致远的关键力量。 积极拓展投资空间。"十五五"时期，要坚持投资于物和投资于人紧密结合，大力提振消费，扩大有效投 资。我国基础设施领域还存在不少短板，城市更新和地下管网改造将产生巨大投资需要，医疗卫生等公 共服务投入力度还需进一步加大，关键核心技术领域补短板需要不断增加投资，建筑、交通等领域的绿 色低碳转型也将产生新的投资机会。 着力提高投资效益。更加注重 ...

1月8日，省长赵刚在省发展改革委调研并主持召开重点项目谋划部署会。他强调，要深入学习贯彻 习近平总书记历次来陕考察重要讲话重要指示，落实省委经济工作会议部署，坚持大抓项目、抓高质量 项目建设不动摇，持续扩大有效投资，为稳增长和经济社会发展提供坚实支撑。省委常委、常务副省长 王晓出席会议。 省政府秘书长吕来升，省直有关部门负责同志参加活动。 （记者：孙鹏） 赵刚在听取各单位汇报后指出，近几年全省大抓高质量项目建设导向鲜明、举措有力、成效显著， 面向今年及"十五五"，各地各部门要再接再厉，强化协同，推动投资止跌回稳、投资结构进一步优化、 产能持续释放。要进一步完善"四个一批"项目动态管理机制，狠抓招商引资项目入库和建成项目达产达 效，做好分层分类管理，进一步推动项目管理平台开放，健全项目后评估机制，不断提升项目工作质 效。要建好用好省市重点项目库，抢抓"两重"、大规模设备更新、中央预算内投资、新型政策性金融工 具等政策机遇，精心谋划储备优质项目，做深做实项目前期工作，着力提升项目成熟度，推动更多符合 国家战略、支撑陕西发展的大项目好项目纳入规划、落地实施。要大抓产业类项目，在符合国家政策规 定的前提下创新方法手段 ...

1月8日，宁波发行253.72亿元地方债。此前的1月5日，山东发行723.81亿元地方债，成为今年首个发行 地方债的省份。 "'十五五'开局之际，项目储备充足，地方债早发行有助于实现早用款、早见效。"西南财经大学财政税 务学院教授刘蓉在接受中国证券报记者采访时表示，目前已披露的新增专项债重点投向新基建、城市更 新等领域，有利于扩大有效投资、提振内需，以政府投资撬动民间投资，巩固经济回升向好态势，助力 一季度经济平稳开局。 延续靠前发力节奏 财政部此前表示，将尽早提前下达2026年新增地方政府债务限额，便于各地做好与2026年预算编制的衔 接，支持重点项目2026年一季度建设资金需求。 "提前下达新增地方政府债务限额为2026年地方债早发行、早使用提供支撑。"刘蓉认为，一方面，有助 于"十五五"开局项目储备衔接，各地提前编制预算、做好项目前期工作，保障一季度项目开工与资金需 求，尽快形成实物工作量。另一方面，明确积极财政导向，有利于稳定市场对投资与资金投放的预期。 根据企业预警通数据，截至1月8日，已有北京、河北、山西等27地披露一季度发债计划，总规模约2万 亿元。 资金投向料进一步扩围 中央经济工作会议提出， ...

"提前下达新增地方政府债务限额为2026年地方债早发行、早使用提供支撑。"刘蓉认为，一方面，有助 于"十五五"开局项目储备衔接，各地提前编制预算、做好项目前期工作，保障一季度项目开工与资金需 求，尽快形成实物工作量。另一方面，明确积极财政导向，有利于稳定市场对投资与资金投放的预期。 根据企业预警通数据，截至1月8日，已有北京、河北、山西等27地披露一季度发债计划，总规模约2万 亿元。 ● 本报记者 熊彦莎 1月8日，宁波发行253.72亿元地方债。此前的1月5日，山东发行723.81亿元地方债，成为今年首个发行 地方债的省份。 "'十五五'开局之际，项目储备充足，地方债早发行有助于实现早用款、早见效。"西南财经大学财政税 务学院教授刘蓉在接受中国证券报记者采访时表示，目前已披露的新增专项债重点投向新基建、城市更 新等领域，有利于扩大有效投资、提振内需，以政府投资撬动民间投资，巩固经济回升向好态势，助力 一季度经济平稳开局。 延续靠前发力节奏 财政部此前表示，将尽早提前下达2026年新增地方政府债务限额，便于各地做好与2026年预算编制的衔 接，支持重点项目2026年一季度建设资金需求。 "地方债延续靠前发力节 ...

龚正指出，扩大有效投资是扩内需、稳增长、促转型的重要抓手。要抓关键、抓落实，推动投资规 模持续扩大、结构持续优化、效益持续提升。要高质量招引重大项目，注重与全市产业发展导向相匹 配，围绕构建"2+3+6+6"现代化产业体系，促投资、强布局、招企业；注重与补链强链需求相匹配，加 强链式招商、靶向招商；注重与区域特点和比较优势相匹配，找准定位，错位发展，优势互补。要高效 率推进项目建设，加强要素保障，推动项目建设提速放量；加强跟踪服务，不断提升投产项目的产能利 用率；加强风险防范，牢牢守住安全生产的底线。要高标准优化产业空间，有序推进各类开发区、园区 整治工作，加快理顺开发区权责关系和运营模式，更大力度集聚优质项目，不断提升产业空间的集聚效 应和规模优势。要高水平撬动民间投资，让民营企业有项目投、有资金投、有信心投，有效激发民间投 资活力。要高效益用好各类资金，提高政策资金的指向性、精准性、有效性，更好地保障重大项目建 设，坚决遏制无效投资、低水平重复建设，确保每一分钱都用在刀刃上。 市领导华源、陈杰出席。会上，市投促办通报2025年投资促进工作情况和2026年重点工作安排。浦 东新区政府、长宁区政府、奉贤区政府 ...

2026年是"十五五"开局之年。站在新的起点上，我国经济拥有更多积极因素支撑，也将涌现更多发展机 会和投资机遇。新年之初，我们推出"开局之年看大势"系列报道，聚焦2026年经济发展的新变化、新场 景与新活力，呈现一份有深度、有温度、有态度的趋势解读。 刚刚过去的2025年，"苏超"撬动票根经济，"村晚"带火乡村文旅，《哪吒之魔童闹海》刷新票房纪录， 潮玩"拉布布"掀起抢购热潮……从县域赛事到国潮IP，从实体商品到沉浸式体验，热潮奔涌的消费市 场，生动印证了我国超大规模市场的澎湃活力与无限潜能。 2026年，如何进一步释放内需潜力、拓展增长空间？在中央经济工作会议确定的2026年经济工作重点任 务中，"坚持内需主导，建设强大国内市场"排在首位，凸显扩大内需战略的重要性和紧迫性。随着扩大 内需战略持续深入，市场"乘数效应"与"结构红利"将充分释放，有望催生更大规模的新增消费市场。 精准施策提振内需 我国有14亿多人口和4亿以上中等收入群体，这个超大规模的市场基本盘为内需增长奠定了坚实基础。 但与此同时，内需不足仍是当前经济运行面临的主要挑战。 "差距也是潜力。"中国宏观经济研究院院长黄汉权指出，随着经济发展和人均 ...

Core Viewpoint - The National Development and Reform Commission (NDRC) has introduced a series of policies aimed at optimizing investment, promoting new production capabilities, and enhancing market access, with a focus on sustainable development and improving living standards. Policy Initiatives - The NDRC has announced eight key policy initiatives, including the optimization of the "Two New" policy, which will be implemented in 2026 to enhance consumer and business benefits [2] - A total of approximately 295 billion yuan has been allocated for early-stage "Two Heavy" construction projects and central budget investments, with significant infrastructure projects approved, including major transportation and water resource projects [2][12] - The National Venture Capital Guidance Fund has been launched with an initial investment of 100 billion yuan, aiming to attract over 1 trillion yuan in total investment, focusing on innovative technology and strategic emerging industries [3] - The NDRC has introduced regulations to standardize pricing behavior on internet platforms, promoting fair competition and innovation in the platform economy [3] Investment and Infrastructure - The NDRC has approved multiple major infrastructure projects with a total investment exceeding 400 billion yuan, aimed at enhancing the modern infrastructure system in China [2] - The "Two Heavy" construction projects will support urban underground pipelines, high-standard farmland, and logistics cost reduction, among others [12] Green Transition - The NDRC has initiated the first batch of national zero-carbon park construction, supporting the exploration of new models for green energy supply and deep decarbonization of high-energy-consuming industries [4][21] - The zero-carbon parks are expected to achieve a carbon emission rate of approximately 0.25 tons per ton of standard coal, significantly lower than the national average [21] Market Access and Regulation - The NDRC is actively working to eliminate market access barriers, having identified and rectified over 2,300 local regulations that violate national standards [23][24] - The market access barrier cleanup will transition into a regularized process, encouraging ongoing feedback from the public [24] Low-altitude Economy - The low-altitude economy is expanding, with significant growth in agricultural drone applications and potential in logistics and urban governance [25][26] - The NDRC plans to promote low-altitude economic applications while ensuring safety and sustainability [26] Education Policy - The NDRC has introduced measures to regulate kindergarten fees, emphasizing the public welfare nature of non-profit kindergartens and enhancing transparency in fee structures [15][16] Employment Initiatives - The NDRC has increased investment in labor-intensive projects to create over 400,000 jobs for low-income populations, with a focus on infrastructure improvements and skills training [19][20]

Core Viewpoint - The construction of major projects in Shaanxi province is significantly contributing to economic development and investment growth, with a focus on high-quality project implementation and optimization of resource allocation [9][10][14]. Group 1: Major Projects and Economic Impact - The Yanhe-Jiwei Phase II project, including the Huangwu Tunnel, is a critical engineering endeavor with complex geological conditions, aimed at improving water resource distribution in Shaanxi [5][6][8]. - The total investment in the coal chemical project in Shenmu City is 176 billion yuan, expected to produce high-value materials and generate an annual revenue of 90.8 billion yuan upon completion [13][14]. - The first phase of the advanced equipment manufacturing park in Fengxi New City has a total investment of 498 million yuan, focusing on smart equipment manufacturing and electronic information industries [10]. Group 2: Government Support and Investment Growth - The Shaanxi provincial government has established a task force to ensure the progress of key projects, breaking down tasks into specific timelines and focusing on critical areas [10]. - Fixed asset investment in Shaanxi has shown a stable growth of 2.9% in the first three quarters of 2025, with industrial investment increasing by 17.8% and manufacturing investment by 19.7% [10]. - The province is actively promoting investment structure optimization and enhancing the quality and efficiency of investments, with a focus on high-quality project construction [9][10].

Core Viewpoint - The article emphasizes the need for increased domestic demand policies to sustain economic growth in 2026, focusing on enhancing consumer spending and stabilizing investment levels [1]. Group 1: Consumer Spending - In 2024, China's resident consumption rate is projected to be 39.9%, which is 10-30 percentage points lower than that of developed countries. The "14th Five-Year Plan" suggests a significant increase in this rate [4]. - The consumption rate is influenced by the proportion of final consumption expenditure in GDP, which varies with economic conditions, investment, and export levels. For instance, a decline in investment growth in 2025 is expected to lead to a higher consumption rate compared to the previous year [5]. - To boost the consumption rate, key strategies include increasing residents' income, enhancing consumer willingness by removing unreasonable consumption restrictions, and improving the social security system [5][6]. Group 2: Economic Growth and Investment - To stabilize market expectations, the economic growth target for 2026 should be set around 5%. This requires proactive macroeconomic policies, including fiscal stimulus and monetary easing [7]. - The government should maintain necessary fiscal deficits and expand investment in infrastructure and public services, particularly in new urbanization and rural revitalization projects [12]. - Investment in traditional industries and emerging sectors is crucial, as there remains significant demand for infrastructure and public services amid ongoing urbanization [12][13]. Group 3: Middle-Income Group Expansion - The article highlights the importance of expanding the middle-income group, which is defined as households with annual incomes between 100,000 to 500,000 yuan, comprising over 400 million people [10]. - Increasing the share of residents' income in national income distribution requires a smooth labor market, fair compensation mechanisms, and improved tax systems to enhance disposable income [9]. - The growth of the middle-income group is expected to shift consumption patterns towards higher-quality goods and services, thereby boosting domestic demand [10]. Group 4: Policy Recommendations - Proposed measures to stimulate consumption include continuing the "old-for-new" policy for consumer goods, enhancing direct consumer benefits, and removing unreasonable consumption restrictions [11]. - To maintain reasonable investment growth, the government should optimize investment structures, focusing on public welfare and integrating investments in physical and human capital [13]. - The establishment of a unified national market is essential for leveraging the advantages of a large domestic market, which involves breaking down barriers to market access and ensuring fair competition [14].