李扬强调，下一步，交通运输部将全力完成"十四五"规划的收官和"十五五"规划的编制工作，继续以联 网补网强链为重点，将更多规划的"路线图"变为实实在在的"施工图"，有力地促进国民经济高质量发 展。 来源：中国新闻网 编辑：徐世明 我国前8个月交通运输主要指标保持平稳增长 中新网9月28日电 国新办28日上午就中秋国庆假期交通运输服务保障有关情况举行新闻发布会。会上， 交通运输部副部长李扬介绍，今年以来，交通运输经济运行总体平稳，货运量、港口货物吞吐量、跨区 域人员流动量等主要指标总体保持平稳增长。港口外贸集装箱吞吐量增长较快，交通投资的规模保持高 位运行。具体来讲，前面8个月有这样几个特点： 一是营业性货运量平稳增长。1-8月，完成营业性货运量380.6亿吨，同比增长3.8%，其中铁路、公路、 水路、民航货运量同比分别增长2.6%、3.9%、3.8%和14.5%。完成快递业务量1282亿件，同比增长 17.8%。 二是港口货物吞吐量增长较快。1-8月，完成港口货物吞吐量120.3亿吨，同比增长4.4%，其中内、外贸 吞吐量分别增长5.2%和2.7%。完成集装箱吞吐量已经达到2.3亿标箱，同比增长6.3%，其中内 ...

Core Insights - The overall operation of China's transportation economy has remained stable in 2023, with growth in key indicators such as freight volume, port cargo throughput, and inter-regional personnel flow, alongside high levels of transportation investment [1] Group 1: Freight Volume - From January to August, the total operating freight volume reached 38.06 billion tons, marking a year-on-year increase of 3.8%. By mode, railway, road, waterway, and civil aviation freight volumes grew by 2.6%, 3.9%, 3.8%, and 14.5% respectively [2] Group 2: Port Cargo Throughput - During the same period, port cargo throughput totaled 12.03 billion tons, reflecting a year-on-year growth of 4.4%. Specifically, domestic and foreign trade throughput increased by 5.2% and 2.7% respectively. Container throughput reached 23 million TEUs, up 6.3%, with domestic and foreign trade container throughput rising by 3.2% and 8.4% respectively [3] Group 3: Inter-Regional Personnel Flow - The inter-regional personnel flow amounted to 45.55 billion person-times, showing a year-on-year increase of 3.6%. By mode, railway and civil aviation passenger volumes grew by 6.7% and 5.3%, while road personnel flow increased by 3.4% [4] Group 4: Transportation Fixed Asset Investment - Fixed asset investment in transportation reached 2.26 trillion yuan from January to August. Investment by mode included 504.1 billion yuan for railways, 1.5412 trillion yuan for roads (with 807 billion yuan for expressways, 373 billion yuan for national and provincial roads, and 238.2 billion yuan for rural roads), 143.3 billion yuan for waterways, and 70.7 billion yuan for civil aviation. Major projects under the "14th Five-Year Plan" are progressing smoothly, with significant advancements in key infrastructure projects [5]

进入9月份，上证综指围绕3800点震荡，虽然冲击3900点略显吃力，但总体表现出较强韧性，多次跌破 3800点后快速回涨。今年以来，科创板涨幅居前，多板块自年初至今涨幅超50%，市场指数也表现出较 强的拉动作用。尽管近期科技股有所调整，上周五AI算力硬件、消费电子等跌幅居前，但业内受访人 士普遍对科技股后续走势持乐观态度。 "较去年同期，目前指数已处于相对高位，然而沪深两市近期走势却风格迥异，深证成指在9月初短时调 整后迅速恢复上涨势头，近期又创下新高，这表现出当前科技板块对资金的吸引仍然较大。10月份需要 关注一些重要政策会议，关注是否会出现市场预期的宏观财政和货币政策的支撑，还有'十五五'规划的 动向。"平帅说。 平帅表示，面对国际国内形势多变的现状，假期越长潜在的风险就越高，同时当前A股整体估值处于相 对高位，所以最后两个交易日市场避险情绪恐高于往年。平帅建议投资者通过衍生工具例如股指期货或 期权建立对冲避险仓位，以防止可能出现的假期市场波动风险。 "一方面，美国非农数据、失业数据将在国内休市期间发布，避险资金会回避长假期间海外市场的不确 定因素；另一方面，融资资金按惯例可能在节前偿还，以节省假期资金成 ...

Group 1 - The report indicates a decrease in market trading activity ahead of the National Day holiday, suggesting a shift towards defensive strategies as risk appetite declines [2][5][6] - The macroeconomic environment lacks clear catalysts, leading to expectations of market fluctuations rather than significant upward breakthroughs in the short term [2][6] - The report anticipates a continued upward trend in the A-share market in the fourth quarter, supported by improved liquidity from household savings entering the market and foreign capital inflows due to the Federal Reserve's interest rate cuts [2][6][11] Group 2 - Investment recommendations include focusing on high-yield sectors such as coal, banking, public utilities, and transportation during market corrections [2][11] - The report highlights sectors experiencing stagnation, particularly in technology, such as AI applications, consumer electronics, humanoid robots, semiconductor equipment, and Hang Seng Technology [2][11] - The "anti-involution" direction is emphasized, with potential in steel, building materials, photovoltaics, and lithium batteries, as well as sectors aligned with the "14th Five-Year Plan" like clean energy and environmental protection [2][11][12] Group 3 - The report notes significant overseas uncertainties, including US-China tariff negotiations and geopolitical conflicts, which could impact market sentiment [5][11] - It also points out the risk of a "style drift" among institutions as they adjust their holdings at the end of the quarter, potentially leading to a short-term loosening of tech sector concentration [5][11] - The report emphasizes the importance of monitoring trading volumes, as a significant drop could indicate reduced liquidity support for previously concentrated tech sectors [6][11]

原标题： 陈刚在听取各设区市关于广西"十五五"经济社会发展意见建议座谈会上强调 突出战略重点注重科学统筹共同擘画好广西"十五五"发展蓝图 陈刚要求，注重科学统筹，一体推进自治区和市县规划编制工作，确保各级各类规划方向一致、协 同联动，发挥最大效益。把"实干为要、创新为魂，用业绩说话、让人民评价"理念要求贯穿规划编制和 实施全过程，坚持有所为、有所不为，推动各地实现错位发展、特色发展、协同发展，做好纵向沟通和 横向联动，加强调查研究和科学论证，合理设定发展目标，最大限度凝聚起建设新时代壮美广西的磅礴 力量。 9月26日，自治区党委书记、自治区人大常委会主任陈刚在南宁主持召开听取各设区市关于广西"十 五五"经济社会发展意见建议座谈会，就进一步谋划好我区"十五五"发展、集思广益做好规划编制工作 听取意见建议，强调要认真学习领会、深入贯彻落实习近平总书记关于"十五五"规划编制工作的重要指 示精神，与贯彻落实习近平总书记关于广西工作论述的重要要求结合起来，解放思想、创新求变，向海 图强、开放发展，坚持实干为要、创新为魂，用业绩说话、让人民评价，统筹建好政治生态、自然生 态"两个生态"，突出战略重点，注重科学统筹，有序推 ...

Group 1: Banking Industry - The report tracks the progress of deposit migration from the perspective of financial system liquidity, indicating that the trend of deposit migration continues, reflected in the activation of deposits and increased activity in capital markets, although the pace has slightly slowed down due to three main factors: the front-loaded fiscal and credit monetary supply in the first half of the year, increased investor divergence after the stock market rise, and a slowdown in the return of foreign exchange funds amid export deceleration [5] - The estimated potential for deposit migration remains at 5-7 trillion yuan, suggesting that this trend may continue in the medium term despite the current slowdown [5] Group 2: Macroeconomy - The "14th Five-Year Plan" is a critical period for China's financial cycle and economic transformation, with the "15th Five-Year Plan" expected to enhance supply capacity while addressing debt and demand issues arising from real estate adjustments [7] - To maintain GDP growth within a certain range, a rebalancing of supply and demand is necessary, particularly in boosting demand through debt resolution, consumption promotion, and fiscal reforms [7] - Policies aimed at stimulating demand may also benefit supply in the long term, with a focus on technological innovation and the internationalization of the renminbi amid changes in the international monetary system [8] Group 3: Strategy - In August, while A-shares, particularly the STAR Market, were strong, Hong Kong stocks remained stagnant. However, in September, A-shares entered a phase of fluctuation while Hong Kong stocks gained momentum, supported by expectations of Federal Reserve easing and AI internet developments [10] - The report discusses the potential for market leadership among the three regions (China, Hong Kong, and the US) and identifies which industries may offer greater value [10] Group 4: Automotive and Components Industry - The trend towards liquid cooling solutions in data centers is driving increased demand for liquid cooling components, with domestic automotive parts companies leveraging their capabilities in thermal management to expand into this market [14] - The rise in AI chip power consumption is accelerating the application of liquid cooling solutions, enhancing the demand for core components like quick-connect fittings (UQD) [14] - The domestic supply chain possesses cost advantages and significant potential for domestic substitution in the liquid cooling market [14]

马明龙强调，"十五五"时期，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。县区板 块是全市经济社会发展的"压舱石"和"动力源"，在全市发展大局中具有重要支撑作用。谋划"十五五"， 必须把深入贯彻习近平总书记对江苏、镇江工作重要讲话精神作为主线，始终沿着习近平总书记指引的 方向奋勇前行。锚定"创新创业福地、山水花园名城"城市定位，努力把优势做优、特色做特，在新的阶 段投入更多精力、更多资源抓发展，为全省挑大梁多作镇江贡献。聚力创新驱动、一体融合、深化改 革、生态提升、民生改善五大关键，进一步筑牢产业强市根基，拓展协同发展空间，释放制度创新活 力，擦亮山水花园底色，绘就共同富裕画卷，统筹推进党的建设、乡村振兴、安全稳定，以实干实绩推 动镇江高质量发展迈出更大步伐，奋力谱写"镇江很有前途"现代化建设新篇章。 9月25日，市委书记马明龙主持召开市、区委书记座谈会，进一步锚定目标、统一思想、加压奋 进，全力完成全年目标任务，高质量收官"十四五"；听取对全市"十五五"时期高质量发展的意见建议， 群策群力、集思广益做好我市"十五五"规划编制工作。 会上，市统计局、市发改委和各市、区负责人先后发言，交流了当前经济运行 ...

同时，"反内卷""两新"等政策支撑叠加新动能持续接力，四季度基建与制造业投资有望企稳回升，成为 投资的重要支撑项。"反内卷"推进有望带动部分行业价格回升、利润改善，制造业企业投资意愿或将迎 来修复。此外，超长期特别国债重点支持"两重"建设，并加力扩围实施"两新"政策，为制造业技术改造 和高技术产业投资提供有力政策保障。 对于当前的市场行情，太平洋证券认为，近几日科技板块整体依旧表现强势，但上涨已经出现分化，此 前领涨的个股略显疲态，新的低位个股在补涨，资金畏高的态势较为明显，且板块筹码较为拥挤，已经 拥有科技持仓的投资者可适当获利了结降低持仓成本。反内卷相关板块仍在底部，且相关商品有了企稳 回升的迹象，后续或迎来股商齐涨的行情。 展望今年四季度，湘财证券预计，A 股前三季度整体震荡上行，科技、通信、有色金属板块领涨。四季 度预计延续"慢牛"态势，宽幅震荡中逐级抬升，建议关注人工智能、反内卷相关行业及"十五五"规划方 向。 汇丰晋信基金表示，随着美联储开启新一轮降息周期、国内增量政策有望加码，内需和新动能潜力有望 继续释放，成为支撑经济韧性的关键力量。四季度进入全年消费旺季，叠加更多增量政策有望出台的支 撑下， ...

Core Insights - The 2025 Fortune Global 500 Summit was held in Guangzhou, focusing on high-quality development in collaboration with enterprises [2][3] - Guangzhou is seizing strategic opportunities from the Guangdong-Hong Kong-Macao Greater Bay Area and aims to build a modern industrial system [2] - The summit attracted global business leaders and experts, promoting high-level dialogue between the city and top enterprises [3] Group 1: City Development Strategy - Guangzhou's mayor emphasized the city's strategic planning and development opportunities, inviting businesses to invest and deepen their presence in the city [2] - The city is focusing on a "6+4" urban nature and core functions, aiming for integrated development of production, life, and ecology [2] - Guangzhou plans to enhance its business environment by reducing institutional transaction costs and expanding institutional openness [2] Group 2: Business Collaboration - Leaders from various companies expressed their willingness to deepen cooperation with Guangzhou in sectors like biomedicine, advanced manufacturing, and urban construction [3] - The summit featured discussions on the "14th Five-Year Plan" and received feedback from business leaders on how to improve the plan [3] - The event included various activities such as roundtable forums and industry inspections to foster collaboration and high-quality development [3]

信长星认真听取发言，与大家交流探讨。他指出，"十五五"时期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。要把深入贯彻习近平总书记对江苏工作重要讲话精神作为谋划"十五五"发展 的主线，紧紧围绕在推进中国式现代化中走在前、做示范，牢牢把握高质量发展这个首要任务，着力巩 固拓展优势、突破瓶颈制约、提高质量效益，以更优发展成果展现挑大梁的担当作为。要准确把握共同 富裕的本质要求，把造福人民作为根本价值取向，统筹推进区域协调发展和城乡融合发展、保障和改善 民生等工作，着力解决好群众急难愁盼问题，不断增强群众获得感、幸福感、安全感。要始终坚持开门 问策、集思广益，以多种方式听取人民群众和社会各界的意见建议，深入了解群众所思所想所盼，充分 吸收干部群众在实践中创造的新鲜经验，高质量完成好规划编制工作。 会上，常州市武进区遥观镇党委书记王伟强，东海县双店镇党委副书记、三铺村党总支书记、村委 会主任郝大宝，南京师范大学附属中学党委书记徐飞，扬州中国大运河博物馆馆长郑晶，南京体育学院 教务处处长王凯，南通市纺织工业协会党总支书记、专职副会长兼秘书长金鑫，饿了么平台苏州高新区 东渚站外卖员舒龙，省中医院党委书记方祝元，无 ...