| | 特定对象调研 □分析师会议  | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 动类别 | □现场参观 | | | □其他 | | 活动参与人员 | 华源证券（邓思平）、财通资管（康艺馨）、中银三星人寿（林相 | | | 洁） | | 时间 | 2025 年 5 月 16 日 14:30-15:00 | | 地点 | 公司会议室 | | 上市公司接待 | 总经理助理、董事会秘书伊成儒 | | 人员姓名 | 证券事务部（董事会办公室）证券事务代表贺昌杰 | | | 证券事务部（董事会办公室）投资者关系管理马啸 | | 形式 | 现场会议 | | | 问题1.请简单介绍公司最新发展情况，包括装机规模、风光占 比情况？ | | | 答：截至目前，公司在运装机规模1944.55万千瓦，其中风电装 | | | 机规模393.6万千瓦，光伏装机规模1530.95万千瓦。 | | | 问题2.公司当前市场化交易情况？ | | | 答：2025年第一季度，公司参与市场化交易的比例约70%。 | | 交流内容及具 | 问题3.公司新能源补贴回 ...

中国发展改革报社记者 | 付朝欢 4月30日，习近平总书记在上海主持召开部分省区市"十五五"时期经济社会发展座谈会，听取相关意见 建议，作出重要战略指引。这场座谈会有什么重要背景？总书记的讲话释放哪些重要信息？ 全国人大常委会会议动员部署"十五五"规划纲要编制工作若干重要问题专题调研，中央政治局会议分析 研究当前经济形势和经济工作，国家发展规划法草案首次提请全国人大常委会会议审议，国务院常务会 议学习贯彻座谈会重要讲话精神……将近期数则新闻串联起来看，更见深意。 重视当前形势的特殊性 我国五年规划编制已经形成了比较成熟定型的制度安排：在党中央集中统一领导下，由党中央提出规划 建议，国务院编制规划纲要，全国人大审查批准后公布实施。 党的十八大以来，习近平总书记亲自担任"十三五""十四五"规划《建议》起草组的组长。 2015年5月27日、6月18日、7月17日，习近平总书记先后主持召开3场座谈会，听取18个省区市主要领导 同志的意见和建议，就抓好经济社会发展、做好"十三五"规划编制工作进行指导。 2020年7~9月，为了起草好"十四五"规划建议，习近平总书记面向企业家、党外人士、经济社会领域专 家、科学家、教育文 ...

5月13日，市场监管总局党组书记、局长罗文主持召开"十五五"市场监管规划编制工作领导小组第一次 会议。会议强调，要深入研究"十五五"市场监管规划编制的重大问题。要分析市场监管面临形势和发展 趋势，科学预判可能出现的各类市场问题和安全风险，增强战略主动；要研究"十五五"时期市场监管发 展总体思路，提出鲜明的指导方针、确定科学的基本原则、设置合理的目标指标。 ...

Group 1 - The core viewpoint emphasizes the need for in-depth research on the "14th Five-Year" market regulation planning, focusing on major issues and strategic tasks [1] - The meeting highlighted the importance of establishing clear guiding principles and reasonable target indicators for market regulation development during the "14th Five-Year" period [1] - The aim is to identify and address prominent issues that hinder high-quality market regulation development, leading to significant reform measures [1] Group 2 - The planning includes the proposal of a series of implementable and feasible major infrastructure and information technology projects [1] - The focus is on strengthening foundational aspects, leveraging advantages, addressing shortcomings, and enhancing weaker areas within the market regulation sector [1]

Group 1 - The meeting emphasized the importance of Xi Jinping's recent speeches and directives, particularly regarding deepening political mutual trust and strategic cooperation with Russia, which is crucial for contributing stability and positive energy to the international community [1] - The meeting highlighted the need to align with Xi Jinping's guidance on economic and social development during the 14th Five-Year Plan, focusing on stabilizing economic growth and promoting common prosperity in Jiangsu province [1] - The meeting discussed the necessity of implementing safety responsibilities at the grassroots level, targeting key industries and activities to prevent major accidents [2] Group 2 - The meeting conveyed the central government's initiative to reduce bureaucratic burdens on grassroots levels, emphasizing the need for practical and effective implementation of policies to improve the working environment for local officials [3] - The meeting underscored the importance of continuous learning and understanding of Xi Jinping's speeches to translate research findings into actionable measures for improving work efficiency [2]

Core Viewpoint - The meeting emphasized the importance of implementing Xi Jinping's significant speech regarding the economic and social development during the "14th Five-Year Plan" period, focusing on strategic planning and addressing challenges for the "15th Five-Year Plan" [2] Group 1: Economic and Social Development - The meeting highlighted the need to understand the strategic positioning of Wuhan in the national and provincial context, aiming for transformation and modernization during the "15th Five-Year Plan" [2] - It was stressed to summarize the achievements and shortcomings of the "14th Five-Year Plan" to identify key focus areas for the upcoming plan [2] Group 2: Disaster Prevention and Response - The meeting underscored the importance of implementing Xi Jinping's directives on flood and drought prevention, ensuring the safety of people's lives and property [3] - Emphasis was placed on enhancing infrastructure and emergency preparedness to mitigate the impacts of extreme weather conditions [3] Group 3: Performance Management - The meeting called for a focus on optimizing the performance evaluation system to align with high-quality development goals, particularly in technology innovation and urban governance [4] - It was noted that effective implementation of performance assessments can foster a competitive atmosphere among officials and enhance accountability [4]

"十五五"规划作为我国迈向2035年基本实现现代化的重要衔接规划，其出台对于指导未来五年乃至更长时间的经济社会发展具有重要意义。新时期，"十 五五"规划将面临世界经济急剧变化、规则剧变、战略定位与实际执行反差等挑战，国家发改委及地方相关机构已启动了前期研究工作，以确保地方规划 能够准确把握时代脉搏，推动经济社会的高质量发展。 文旅五年规划历史脉络 早期阶段 资源整合与基础设施建设(2000 年以前) 在20世纪末，文化和旅游产业的发展主要集中在基础设施的建设和资源整合阶段。政府通过兴建景区、提升文化设施，逐步将旅游资源和文化资源进行整 合，推动了旅游业和文化产业的初步融合。 2000-2010年 文化和旅游相互渗透旅游业在这段时间迎来了快速增长，国家提出了"旅游强国"的战略目标，促进了旅游资源的开发。2000年后，文化产业逐渐被纳入国 家的战略规划,《文化产业振兴规划》颁布，文化产业与经济发展更紧密结合。 2011-2015年 文化旅游的深度融合 十二五规划:文化产业被列为国民经济支柱产业，文化与旅游的结合进一步深化。旅游开始转向多元化和定制化，文化元素被注入到旅游资源中，例如文 化节庆、非遗旅游、乡村文化体 ...

Core Viewpoint - The meeting emphasized the importance of implementing Xi Jinping's significant speech regarding the "14th Five-Year Plan" and outlined strategies for economic and social development in the province, focusing on high-quality development and social governance [2][3]. Group 1: Economic Development - The meeting highlighted the need to prioritize high-quality development as the primary task, adjusting and optimizing the economic layout in response to changing circumstances [2]. - It called for a comprehensive deepening of reforms and expansion of openness, actively integrating into and serving the new development pattern [2]. - The importance of developing new productive forces tailored to local conditions was stressed, with a focus on the integrated development of education, technology, and talent [2]. Group 2: Employment and Income - The meeting underscored the necessity of enhancing employment and income for the populace, particularly targeting key groups such as recent graduates [3]. - It emphasized the need to increase job opportunities, strengthen skills training, and promote entrepreneurship to create a favorable employment environment [3]. - The meeting also addressed the importance of promoting reasonable growth in wage income and expanding channels for property income to support farmers and reduce the financial burden on residents [3]. Group 3: Social Governance - The meeting recognized the need to understand social operation and governance laws, focusing on strengthening grassroots governance through party leadership [3]. - It called for enhancing political guidance and service management for various social groups, as well as improving conflict resolution mechanisms [3]. - The meeting aimed to empower grassroots entities and promote volunteer services to foster a more harmonious and stable society [3].

认真学习贯彻习近平总书记重要讲话精神 会议强调，要准确把握"十五五"时期广州发展的阶段性要求，深入分析广州经济社会发展的基本趋势、 目标方向、主要矛盾，在"破"与"立"的辩证统一中把准"十五五"发展方向，准确识变、科学应变、主动 求变，深入调查研究，广泛协商议政，为市委、市政府提供前瞻性的决策参考。要准确把握科技创新引 领城市发展的时代特征，以创造性的思维分析形势、研究对策、探索新路，助力广州构建创新型体制机 制，营造支持创新、拥抱创新的社会风尚，更好服务发展大局。 会议要求，市政协要把造福人民作为根本价值取向，以人民群众的美好生活需要为履职导向，了解民 情、汇集民意，在创新实践中服务人民。要发挥联系广泛、智力密集的优势，倾情投入、全力以赴，认 真思考谋划广州"十五五"发展，用最大的力气、释放最大的想象力，广泛汇聚各方智慧共识，着眼未 来，见微知著，洞察先机，积极建言，为中国式现代化广州实践贡献政协智慧、交出政协答卷。 市政协领导王焕清、武延军、张雅洁、何婧、何镜清、李名扬、黄洁峰参加会议。 相关附件 5月9日下午，广州市政协召开机关干部大会，传达学习习近平总书记在部分省区市"十五五"时期经济社 会发展座谈会 ...

广州日报讯 （全媒体记者吴城华通讯员史伟宗）昨日，广州市委常委会召开会议，传达学习习近平总 书记重要讲话和重要指示精神，以及省委常委会会议精神，部署我市贯彻落实工作。市委书记郭永航主 持。 会议强调，要深入学习贯彻习近平总书记在部分省区市"十五五"时期经济社会发展座谈会上的重要讲话 精神，深刻把握谋划"十五五"时期经济社会发展的总体思路、原则方法、价值取向、重点任务，坚持目 标导向和问题导向相统一，注重体现自身特色、发挥比较优势，高标准谋划好"十五五"广州高质量发展 蓝图，在新起点上奋力开创广州现代化建设新局面。要把准目标方向，牢牢把握总书记、党中央赋予的 使命任务，在全国大局中精准定位，衔接国家和省"十五五"规划，聚焦强化"6+4"城市性质和核心功 能，坚定扛起经济大市挑大梁的责任担当，紧扣2035年"再造新广州"，率先实现中国式现代化目标，科 学谋划"十五五"时期各领域目标任务、思路举措和重大项目，进一步巩固拓展优势、补强短板弱项，不 断提升城市能级量级，更好服务和支撑全国全省发展大局。要准确把握"十五五"时期的战略重点，坚定 不移办好自己的事，坚定不移扩大高水平对外开放，加快建设"12218"现代化产业 ...