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专访招商基金李湛:把握五大赛道机遇,拥抱中国式长期主义
Nan Fang Du Shi Bao· 2025-10-30 13:51
Core Insights - The "15th Five-Year Plan" emphasizes high-quality development and marks a critical period for achieving socialist modernization, with a focus on strategic priorities and specific areas of action [2][5][6] Economic and Policy Focus - The plan continues to prioritize high-quality development while shifting from quantitative economic growth indicators to qualitative improvements and reasonable growth [5][6] - Key areas of policy focus include enhancing macroeconomic policy consistency, upgrading traditional industries, and improving social policies to invest in human capital [7][8] Industry Opportunities - Several sectors are expected to experience significant growth opportunities, including strategic and future industries such as renewable energy, aerospace, and quantum technology [8][9] - Traditional industries will undergo high-end, intelligent, and green upgrades, benefiting from technological innovation and industrial internet solutions [8][9] - The integration of modern services and the digital economy is highlighted, particularly in areas like digital trade and health care [8][9] Investment Strategies - Public funds are encouraged to embrace "Chinese-style long-termism" by aligning their investment strategies with the long-term perspectives outlined in the five-year plan [9][10] - The asset management industry is seen as a crucial player in funding allocation and value discovery, with a focus on supporting technological innovation and green transformation [10][11] Challenges and Considerations - The asset management sector faces challenges such as the need for "patient capital" and the complexities of valuing new technologies [11] - Investors are advised to be cautious of speculative bubbles and to focus on long-term growth opportunities while maintaining a balanced asset allocation [12][13]
李强发表署名文章
Ren Min Ri Bao· 2025-10-30 08:57
Core Viewpoint - The article outlines the guiding principles for China's economic and social development during the "15th Five-Year Plan" period, emphasizing the importance of strategic planning and implementation to achieve modernization goals [2][3]. Group 1: Historical Context and Strategic Positioning - The "15th Five-Year Plan" period is positioned as a critical phase in achieving socialist modernization, serving as a bridge between past achievements and future goals [3][4]. - The plan aims to solidify the foundation for modernization and address challenges while promoting high-quality development [4][5]. Group 2: Guiding Principles and Development Goals - The guiding ideology for the "15th Five-Year Plan" includes adherence to Marxism, the importance of high-quality development, and the need for comprehensive reforms [7][8]. - Six principles are outlined: party leadership, people-centered development, high-quality growth, comprehensive reform, effective market and government collaboration, and the balance of development and security [8]. Group 3: Implementation Strategies - Emphasis on constructing a new development pattern that prioritizes domestic circulation while maintaining international engagement [10][11]. - The integration of technological and industrial innovation is crucial for fostering new productive forces and enhancing competitiveness [11][12]. - Focus on improving public welfare and promoting common prosperity as essential components of modernization [12][13]. Group 4: Risk Management and Safety - The plan highlights the need to balance development with safety, ensuring resilience against various risks and challenges [13]. - A comprehensive approach to risk prevention and management is necessary to safeguard high-quality development [13]. Group 5: Future Directions - The article calls for a collective effort to implement the guiding principles and achieve the goals set forth in the "15th Five-Year Plan" [14].
李强同志署名文章:“十五五”时期经济社会发展的指导方针
Ren Min Ri Bao· 2025-10-30 04:38
Core Viewpoint - The article outlines the guiding principles for China's economic and social development during the "15th Five-Year Plan" period, emphasizing the importance of achieving socialist modernization and addressing both domestic and international challenges [1][2][3]. Group 1: Historical Context and Strategic Positioning - The "15th Five-Year Plan" period is positioned as a critical phase in the journey towards socialist modernization, serving as a bridge between past achievements and future goals [2][3]. - The plan aims to solidify the foundation laid during the "14th Five-Year Plan" and to address key challenges while promoting high-quality development [3][4]. Group 2: Guiding Principles and Ideological Framework - The guiding ideology for the "15th Five-Year Plan" includes adherence to Marxism, Mao Zedong Thought, Deng Xiaoping Theory, and Xi Jinping's Thought on Socialism with Chinese Characteristics for a New Era [5][6]. - Six principles are emphasized: comprehensive party leadership, prioritizing the people, promoting high-quality development, deepening reforms, combining effective markets with proactive government, and balancing development with security [7]. Group 3: Practical Implementation and Development Strategies - The plan calls for a focus on domestic circulation while maintaining international engagement, aiming to strengthen the domestic market and enhance economic resilience [8][9]. - Emphasis is placed on technological and industrial innovation to foster new productive forces, with a focus on integrating education, technology, and talent development [9]. - The plan highlights the importance of improving people's livelihoods and promoting common prosperity, addressing disparities in public services and income distribution [10]. Group 4: Security and Risk Management - The article stresses the need to integrate development with security, ensuring that economic growth is underpinned by a robust safety framework [11]. - It advocates for proactive risk management and the establishment of mechanisms to prevent systemic risks while promoting high-quality development [11]. Group 5: Future Outlook and Commitment - The article concludes with a call for unity and action under the leadership of the Communist Party, emphasizing the commitment to advancing China's modernization and national rejuvenation [12].
尽力而为 量力而行 汇聚合力——论全面发力“十五五”⑥
Jie Fang Ri Bao· 2025-10-30 01:40
Core Viewpoint - The articles emphasize the importance of a people-centered approach in urban development and governance, highlighting the need for high-quality development that enhances the well-being of citizens and addresses their pressing needs [1][2][3]. Group 1: Urban Development Goals - The goal of building a "modernized people's city" is to create an innovative, livable, beautiful, resilient, civilized, and intelligent urban environment, shifting from large-scale expansion to improving existing resources [1][2]. - The focus on sustainable urban development must consider demographic changes, resource constraints, and diverse interests, while also adapting to new technologies and emerging societal needs [1][3]. Group 2: Governance and Policy Implementation - Effective governance requires a balance between immediate needs and long-term strategies, ensuring that policies are not only quantitative but also qualitative, considering comprehensive benefits and costs [3][4]. - The importance of engaging market and social forces in problem-solving is highlighted, suggesting that innovative approaches can leverage more resources and create greater impact [4].
李强:“十五五”时期经济社会发展的指导方针|宏观经济
清华金融评论· 2025-10-30 01:22
"十五五"时期经济社会发展的指导方针(学习贯彻党的二十届四中全会精神) 李强 党的二十届四中全会通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》(以下简称《建议》),明确提出了"十五五"时期 经济社会发展指导方针,为做好未来五年经济社会发展工作指明了前进方向、提供了科学指引。我们要准确领会把握、全面贯彻落实,制定和实施 好"十五五"规划,奋力开创中国式现代化建设新局面。 准确把握"十五五"时期我国发展所处的历史方位 《建议》指出,"十五五"时期在基本实现社会主义现代化进程中具有承前启后的重要地位,是基本实现社会主义现代化夯实基础、全面发力的关键 时期。我们要以宽广的视野和战略的眼光,统筹国内国际两个大局,准确把握"十五五"时期我国发展所处的历史方位。 要把"十五五"发展放在中国式现代化的历史进程中来把握。实现社会主义现代化是一个阶梯式递进、不断发展进步的历史过程。新中国成立以来, 围绕现代化建设战略部署,我国接续制定和实施了一个个五年规划(计划),有力引导和推动了经济社会发展。特别是党的十八大以来,以习近平 同志为核心的党中央团结带领全党全国各族人民,完成全面建成小康社会历史任务,实现了第一 ...
李强发表署名文章:“十五五”时期经济社会发展的指导方针
Ren Min Ri Bao· 2025-10-30 01:20
Group 1 - The core viewpoint of the article emphasizes the importance of the "15th Five-Year Plan" as a guiding framework for China's economic and social development, aiming to achieve modernization and provide strategic direction for the next five years [1][2][3] Group 2 - The "15th Five-Year Plan" is positioned as a critical period in the historical context of China's modernization, serving as a bridge between past achievements and future goals [2][3] - The plan aims to solidify the foundation for modernization, focusing on overcoming challenges and enhancing resilience in development [3][4] - The global landscape is characterized by significant changes, requiring China to navigate both opportunities and risks while promoting high-quality development [4][5] Group 3 - The guiding principles for the "15th Five-Year Plan" include adherence to the leadership of the Communist Party, prioritizing the people, and emphasizing high-quality development [5][6][7] - The plan outlines a comprehensive approach to economic governance, integrating effective market mechanisms with proactive government involvement [7] Group 4 - The implementation of the "15th Five-Year Plan" requires a focus on domestic economic circulation while maintaining high-level openness to international markets [8][9] - Emphasis is placed on technological and industrial innovation as key drivers for achieving new productive forces [9][10] Group 5 - The plan highlights the importance of improving people's livelihoods and promoting common prosperity as essential features of modernization [11] - A balanced approach to development and security is necessary to ensure sustainable progress and resilience against risks [12] Group 6 - The "15th Five-Year Plan" will be further detailed in a comprehensive outline by the State Council, incorporating feedback and addressing major policy issues [12][13]
李强:“十五五”时期经济社会发展的指导方针
财联社· 2025-10-30 00:24
Core Viewpoint - The article emphasizes the importance of the "15th Five-Year Plan" as a critical period for China's economic and social development, aiming to solidify the foundation for achieving socialist modernization and guiding future progress [1][2]. Historical Context - The "15th Five-Year Plan" is positioned as a pivotal phase in the historical process of achieving socialist modernization, building on previous plans and addressing current challenges [3]. - It is essential to recognize the global context, including the ongoing changes in international relations and the impact of technological advancements on China's development strategy [4]. Guiding Principles - The guiding ideology for the "15th Five-Year Plan" includes adherence to Marxism, the importance of high-quality development, and the need for comprehensive reforms [5][6]. - Six fundamental principles are outlined: the leadership of the Party, prioritizing the people, promoting high-quality development, deepening reforms, balancing market effectiveness with government intervention, and integrating development with security [7]. Practical Requirements - The implementation of the guiding principles requires a focus on key breakthroughs to ensure that the central government's decisions are effectively executed [8]. - Emphasis is placed on constructing a new development pattern that prioritizes domestic circulation while maintaining international engagement [8][9]. - The integration of technological and industrial innovation is crucial for enhancing productivity and achieving high-quality development [9]. Social Development and Security - The plan aims to improve living standards and promote common prosperity, addressing disparities in development and enhancing public services [10]. - A new security framework is necessary to support the new development pattern, ensuring that development and security are mutually reinforcing [11]. Conclusion - The article calls for a collective effort to realize the goals of the "15th Five-Year Plan," emphasizing the need for unity and proactive engagement in implementing the outlined strategies [11].
坚定不移以新发展理念引领高质量发展
Jing Ji Ri Bao· 2025-10-29 22:33
发展是解决我国一切问题的基础和关键。发展理念是否对头,从根本上决定着发展成效乃至成败。进入 新时代,我国经济已由高速增长阶段转向高质量发展阶段。面对深刻变化的国内外环境,以习近平同志 为核心的党中央审时度势,创造性提出创新、协调、绿色、开放、共享的新发展理念,这标志着我们党 对经济社会发展规律的认识达到了新的高度。 坚持创新发展、协调发展、绿色发展、开放发展、共享发展,是关系我国发展全局的一场深刻变革。党 的二十届四中全会强调"完整准确全面贯彻新发展理念""坚持以经济建设为中心,以推动高质量发展为 主题",并作出重要部署。更好推动"十五五"时期经济社会发展,必须坚定不移以新发展理念引领高质 量发展,以新质生产力激发新动能,以改革创新构建新型生产关系,以用好超大规模市场优势畅通国民 经济循环,在全面推进中国式现代化的新征程上赢得战略主动。 锻造发展新优势的成功实践 "十四五"时期是我国全面建成小康社会、实现第一个百年奋斗目标之后,乘势而上开启全面建设社会主 义现代化国家新征程、向第二个百年奋斗目标进军的第一个五年。5年来,全国上下勠力同心、攻坚克 难,完整准确全面贯彻新发展理念,推动经济社会发展取得历史性成就、 ...
《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》诞生记
Xin Hua She· 2025-10-29 11:56
Core Points - The article discusses the approval of the "15th Five-Year Plan" by the 20th Central Committee of the Communist Party of China, emphasizing its significance in advancing China's modernization efforts and national rejuvenation [1][16]. Group 1: Economic Goals and Projections - The "14th Five-Year Plan" aims for China's economy to reach approximately 140 trillion yuan by 2025, with per capita GDP exceeding $13,000, surpassing the world average and nearing high-income country levels [2][16]. - The plan outlines a strategic roadmap for achieving basic socialist modernization by 2035, requiring the implementation of three five-year plans, with the "14th Five-Year Plan" being the first [2][16]. Group 2: Strategic Focus Areas - The "15th Five-Year Plan" emphasizes the importance of foundational development and comprehensive efforts across various sectors, including economic growth, social development, and technological innovation [4][18]. - Key areas of focus include enhancing the national innovation system, promoting high-quality development, and addressing social inequalities to ensure common prosperity [19][23]. Group 3: Governance and Leadership - The plan underscores the necessity of strong centralized leadership from the Communist Party to navigate complex domestic and international challenges [5][20]. - It highlights the importance of public participation and democratic decision-making in the planning process, reflecting the need for a collective approach to governance [10][24]. Group 4: Implementation and Feedback Mechanisms - The planning process involved extensive consultations, gathering over 3.1 million public suggestions, which were integrated into the final document [11][12]. - The document underwent multiple revisions based on feedback from various stakeholders, ensuring it aligns with national interests and public expectations [14][26]. Group 5: Future Outlook - The "15th Five-Year Plan" is positioned as a critical step towards achieving a modern socialist country, with ambitious goals for economic strength, technological advancement, and improved living standards by 2035 [16][26]. - The plan aims to solidify China's position in the global landscape while addressing internal challenges, thereby fostering a resilient and sustainable development model [22][25].
一图速览“十五五”战略任务和重大举措
中汽协会数据· 2025-10-29 07:04
Group 1 - The article emphasizes the importance of building a modern industrial system to strengthen the foundation of the real economy [2] - It highlights the need to optimize and enhance traditional industries while fostering the growth of emerging and future industries [3][4] - The development of high-quality and efficient services is also a key focus [5] Group 2 - A modern infrastructure system is essential, along with accelerating high-level technological self-reliance and innovation [7] - The article stresses the importance of original innovation and key core technologies [9] - It advocates for deep integration of technological and industrial innovation [11] Group 3 - The construction of a strong domestic market is crucial, with efforts to boost consumption and expand effective investment [16][17][19] - The article calls for breaking down barriers to create a unified national market and enhancing the quality of economic development [21][23] Group 4 - The modernization of agriculture and rural areas is highlighted, focusing on improving agricultural production capacity and quality [25] - It discusses the importance of regional economic layout optimization and promoting coordinated regional development [25][26] Group 5 - The article emphasizes the need for cultural innovation and the development of the cultural industry to enhance the influence of Chinese civilization [26][28] - It also addresses the importance of improving public services and promoting common prosperity [28][29] Group 6 - The article outlines the goal of promoting high-quality development in real estate and advancing the construction of a healthy China [29] - It discusses the importance of achieving carbon peak and forming a green production and lifestyle [30] Group 7 - The modernization of national security systems and capabilities is crucial for building a safer China [30] - The article emphasizes the need for a comprehensive social governance system to achieve national defense modernization [31]