山东省政府网站今天（2025年12月31日）正式发布《2026年促进经济"稳中求进、提质增效"政策清单（第一 批）》。2026年的首批政策清单，共包括五个方面28项政策举措，其中20项政策为奖励补助类，资金全部用于支 持优质企业发展和项目建设，让企业更有获得感，进一步激发市场活力。 政策集成供给是近年来省委、省政府稳经济的创新举措、有力抓手。2025年山东省先后出台三批政策清单， 为经济发展注入持续动力。在此基础上出台的2026年第一批政策清单，加力扩需求、优供给，做足增量上，精准 发力增强服务业支撑作用、提速重点项目建设，培育新增长点；遏制减量上，突出支持稳住重点工业行业、建筑 业；应对变量上，重点帮扶企业开拓海外市场，为全省经济持续回升向好提供有力支撑。 巩固服务业向好态势被置于首要位置。根据《政策清单》，山东省将重点支持新纳统以及"准规上"企业，从 省服务业发展引导资金中安排5000万元，对符合条件的企业在建项目给予支持；安排1.5亿元，对现代服务业项目 给予补助，其中，安排9000万元围绕人工智能、工业互联网、科技研发、检验检测、质量认证等重点领域，支持 高端生产性服务业企业项目建设，安排6000万元 ...

转自：求是网 体系化学理化研究阐释 经济改革理论的创新和突破 ——学习习近平经济思想的经济改革理论 丁晓钦 改革是解放和发展社会生产力的关键，通过经济改革不断健全和完善经济体制，是激发经济发展活力、 确保经济持续健康发展的重要途径。党的十八大以来，习近平总书记深刻把握我国经济发展阶段性特征 和外部环境变化，立足我国经济社会发展伟大实践，着眼于推动高质量发展，坚持以经济体制改革为重 点全面深化改革，创造性地提出一系列新思想新观点新论断，形成了习近平经济思想的经济改革理论。 经济改革理论作为习近平经济思想的重要内容，既是改革思想的经济篇，也是经济思想的改革篇，深刻 回答了新时代以来我国以改革促发展的一系列重大理论和实践问题，揭示了社会主义现代化进程中经济 改革的一般规律，阐明了当前和今后一个时期以中国式现代化全面推进强国建设、民族复兴伟业的动力 所在，具有重大理论和实践意义。 一 经济改革的主要目的，在于通过不断调整生产关系激发社会发展内生动力，促进上层建筑更好适应经济 基础，最大限度地释放经济发展潜力，提升经济运行整体效率。纵观全球发展历程，二战后世界各国都 把经济改革当作破解经济发展难题、走出经济发展困境的重 ...

Core Viewpoint - The first policy package of 2026, consisting of 28 measures, aims to support quality enterprise development and project construction, with 20 measures focused on rewards and subsidies to stimulate market vitality [1] Group 1: Economic Support Measures - The policy list includes five areas with 28 measures, emphasizing the integration of supply to stabilize the economy and enhance service industry support [1] - A total of 500 million yuan is allocated to support new and "quasi-standard" enterprises, with additional funds for modern service projects, particularly in high-end productive services [2] - The government will provide 1 billion yuan to support key projects in marine services and cultural tourism, including discounts for certain tourist attractions [2] Group 2: Industrial and Investment Support - The policy emphasizes "one industry, one policy" to support 12 key industries, including steel and chemicals, and aims to stabilize the construction industry through increased green building material procurement [3] - A total of 5 million yuan is allocated for fixed asset investment assessment rewards, with additional incentives for provincial enterprises in emerging industries [3] - The policy aims to optimize land and carbon emission indicators to ensure the construction of key projects [3] Group 3: International Market Development - The province will provide funding support for enterprises participating in key exhibitions and developing cross-border e-commerce, with a focus on traditional and high-value industries [5] - The "Ten Thousand Enterprises Going Global" initiative will organize over 500 overseas exhibition activities, involving more than 10,000 enterprises [5] - The policy aims to foster the integration of cross-border e-commerce with industrial clusters, supporting around 1,000 enterprises in various aspects of international marketing [5] Group 4: Implementation and Accessibility - The effectiveness of the policy package relies on its implementation, with plans to develop supporting measures and streamline the application process for enterprises [6] - The "Ru Hui Tong" policy platform will be utilized to enhance the accessibility of policy benefits, ensuring that enterprises can quickly access and enjoy the advantages of the new policies [6]

Group 1 - The year 2026 marks the beginning of the "15th Five-Year Plan," which is a critical phase for the development of Henan province, emphasizing the need for strategic planning and execution to achieve success [3] - The provincial government has effectively released domestic demand potential, optimized the industrial system, and made significant progress in integrating into the national unified market, leading to improved governance and enhanced public welfare [2] - Key industrial clusters such as equipment manufacturing, modern food, and new materials have emerged, contributing to a robust economic landscape in Henan, with notable achievements in agricultural production and infrastructure development [2] Group 2 - The future five years are seen as a key stage for Henan to leverage its advantages, enhance innovation, deepen reforms, and promote high-quality development while focusing on consumer and investment potential [3] - The province aims to strengthen agricultural development, promote rural revitalization, and ensure ecological sustainability through green and low-carbon transitions [3] - There is a strong emphasis on improving people's livelihoods and addressing risks in key areas, showcasing a commitment to overcoming challenges and achieving ambitious goals [3]

在 2025年收官之际，九方智投首席策略荟于12月31日在上海成功举行。本次活动以"遇见十五五解码政策新坐 标，抢占投资新蓝海"为主题，通过主题演讲和圆桌对话的形式，从宏观策略、行业等多个维度来解码投资机遇。 九方智投总经理、九方金融研究所所长程伟在致辞中表示， 2025年中国经济在压力之下彰显韧性，随着"十四 五"规划圆满收官与资本市场改革深化，为新质生产力发展提供了坚实土壤。展望2026年作为"十五五"规划开局之 年，市场将面临确定性机遇与不确定性挑战交织的复杂图景，预计进入深度分化、结构性机会主导的新阶段。 会上，九方智投首席经济学家、中国社会科学院世界经济与政治研究所全球宏观经济研究室主任肖立晟分析称， 2026年中国经济有望在财政发力与科技突破中稳步前行。展望"十五五"期间中国经济与资本市场走势，他认为， 2026年全球经济将延续稳定复苏态势，中国经济在财政主导的政策支持下有望保持4%~5%增长，资本市场或现先 扬后抑格局，结构性机会集中于高端制造、科技消费与人工智能领域。 宏观研判" 十五五"新篇， 科技创新成破局关键 具体看来，会议以 "宏观研判"环节开篇，复旦大学美国研究中心教授、博士生导师韦 ...

公司还重点介绍了全球南方市场的强劲表现，2025年前三季度该业务营收同比增长15.79%，销量同比 增长21.39%，毛利率同比上升2.6个百分点。在国内市场方面，中集·陕汽"三好发展"累计销售已突破 30,000辆，在全国已建设15家三好中心，正在规划和建设10家，公司积极响应"全国统一大市场"建设要 求，通过成立全国统一大市场发展委员会等举措推动业务变革。 天眼查资料显示，中集车辆（集团）股份有限公司成立于 1996年08月29日，是一家以从事汽车制造业 为主的企业。截至2025年09月30日，中集车辆股东户数29809户，较上次减少5707户，户均持股市值 57.53万元，户均持股数量6.29万股。 参与此次调研的睿远基金是一家以价值投资、研究驱动和长期投资风格为主的长期价值投资机构，聚焦 于权益投资和固定收益投资领域。截至目前，管理基金数量5只，其中睿远成长价值混合A最新单位净 值为1.9685，近一年增长64.70%。 2025年12月31日，中集车辆披露接待调研公告，公司于12月01日至12月26日接待睿远基金、中信证券、 长江证券、西南证券、华源证券、国信证券等17家机构调研。 中集车辆（301 ...

Group 1: Economic Trends and Developments - The year 2025 is characterized as "extraordinary" by the Central Economic Work Conference, highlighting significant economic transformations and developments [1] - China’s exports have shown resilience despite a complex external environment, with ASEAN, EU, and Belt and Road countries becoming key growth engines for foreign trade [2] - The "14th Five-Year Plan" is nearing completion, with new development strategies focusing on expanding domestic demand, high-level openness, and innovation-driven growth [2] Group 2: Artificial Intelligence and Innovation - The term "Hangzhou Six Dragons" has emerged as a key phrase in the artificial intelligence sector, marking a significant development in AI applications across various industries [3][4] - The introduction of local regulations for the embodied intelligent robot industry in Hangzhou signifies a growing focus on AI, with predictions indicating that the AI industry will grow from 486.2 billion yuan in 2026 to 1 trillion yuan by 2030, with a compound annual growth rate of 19.8% [4] - The Central Economic Work Conference has emphasized the establishment of international technology innovation centers in major regions, aiming to integrate innovation resources across broader areas [5] Group 3: Investment in Human Capital - The government has explicitly stated the importance of "investing in people," with initiatives such as childcare subsidies and free preschool education reflecting a shift towards prioritizing human development [6][7] - This focus on human capital is seen as a strategic adjustment to stimulate domestic demand and enhance economic growth, especially as the country transitions from a "demographic dividend" to a "talent dividend" [7] Group 4: Trade Connectivity and Foreign Trade - Trade is identified as a crucial mechanism for connecting domestic and international economic cycles, with traditional foreign trade provinces continuing to play a significant role [9] - The central government has initiated measures to enhance the integration of domestic and foreign trade, with a focus on diversifying markets and fostering new competitive advantages [10] Group 5: Infrastructure and Logistics - The revival of inland river shipping is highlighted as a strategic focus, with plans to increase the share of inland cargo transport in the overall transportation system by 2030 [11][12] - The development of inland shipping is seen as a means to lower logistics costs and enhance the efficiency of resource allocation across the country [12] Group 6: Economic Powerhouses - Economic powerhouses such as Guangdong, Jiangsu, and Zhejiang are expected to contribute significantly to national GDP, with the central government reiterating the importance of these provinces in driving economic growth [13][14] - The "15th Five-Year Plan" emphasizes the need for these provinces to lead development efforts, with specific targets set for GDP growth and modernization [14] Group 7: Hainan Free Trade Port - The establishment of the Hainan Free Trade Port is marked as a significant step in China's openness, with the port being the largest and most diverse in the world [15] - The operationalization of the free trade port is seen as a systemic experiment in opening up various sectors, including trade, finance, and talent [15][16]

新华社北京12月31日电 题："两新"政策如何优化？怎样持续扩大有效投资？国家发展改革委解读 近期经济热点 新华社记者魏弘毅、魏玉坤 优化"两新"政策实施、持续扩大有效投资、纵深推进全国统一大市场建设……围绕近期经济社会热 点问题，国家发展改革委12月31日举行新闻发布会，国家发展改革委政策研究室副主任、新闻发言人李 超进行分析和解读。 优化"两新"政策实施 李超表示，2026年"两新"政策重点在设备更新政策惠及面、支持绿色低碳智能产品推广应用、资金 使用监管等方面进行了优化。 一是优化支持范围。李超介绍，设备更新方面，在总体延续今年支持范围的基础上，主要增加了民 生领域、安全领域、消费基础设施等三方面的更新补贴；消费品以旧换新方面，进一步集中资源，着力 提升覆盖人群广、带动效应强的重点消费品"得补率"。 据介绍，国家发展改革委近日抓紧组织下达2026年提前批"两重"建设项目清单和中央预算内投资计 划，共计约2950亿元。 李超介绍，"两重"建设方面，共安排约2200亿元，支持城市地下管网、高标准农田、三北工程、有 效降低全社会物流成本等领域的281个项目，进一步突出"两重"建设的战略性、前瞻性、全局性。 中 ...

证券代码：301039 证券简称：中集车辆 中集车辆（集团）股份有限公司 投资者关系活动记录表 编号：2025-22 | 投资者关系活 | □特定对象调研 □分析师会议 | | --- | --- | | 动类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 √路演活动 | | | □现场参观 □其他 | | 参与单位名称 | 2025 年 12 月 1 日至 2025 年 12 月 26 日期间，本公司参与 | | 及人员姓名 | 多场一对一路演会议： | | | 中信证券、招银基金、睿远基金、彬元资本、华源证券、国 | | | 信证券、南方基金、东吴证券、富国基金、招商基金、融通 | | | 基金、和谐汇一、长江证券、景顺长城、西南证券、万家基 | | | 金、大成基金等 | | | 2025 年 12 月 17 日至 2025 年 12 月 26 日期间，本公司参 | | | 多场券商策略会： | | | 第一场：国金证券 年 月上市公司系列交流会 2025 12 | | | 国金证券、景顺长城基金、润德盈喜私募 | | | 第二场：东方证券 2026 年度投资策略会 | | | 东方证券、中 ...

智通财经APP获悉，12月31日，国家发展改革委召开12月份新闻发布会。会上，国家发展改革委政策研 究室副主任李超表示，近日国家发展改革委抓紧组织下达2026年提前批"两重"建设项目清单和中央预算 内投资计划，共计约2950亿元。"两重"建设方面，强化"两重"性质、坚持自上而下、注重软硬结合，共 安排约2200亿元，支持城市地下管网、高标准农田、三北工程、有效降低全社会物流成本等领域的281 个项目，进一步突出"两重"建设的战略性、前瞻性、全局性。中央预算内投资方面，聚焦需要集中力 量、持续投入、补短板调结构惠民生的公共领域，安排超过750亿元，支持城市更新、水利、生态保护 修复、污染治理、节能降碳等方面的673个项目，充分发挥政府投资引导带动作用。 李超表示，与此同时还加快推出一批"软建设"举措，推动各类资金财尽其用，不断提高投资效益。比 如，推动完善城市地下管网建设改造投融资模式和市政公用事业价费机制，健全灌区农业节水激励机 制，加快完善现代物流标准体系，着力构建固体废弃物综合治理体系等，推动形成项目建设实施和运营 维护的长效机制。 中央经济工作会议对明年经济工作作出全面部署，国家发展改革委，深入学习领会 ...