郑栅洁：强大国内市场是中国式现代化的战略依托 中新网10月24日电 中共中央于10月24日上午10时举行新闻发布会，介绍和解读党的二十届四中全会精 神。国家发展改革委党组书记、主任郑栅洁在会上表示，大国经济都是内需为主导，市场是当今世界最 稀缺的资源，强大国内市场是中国式现代化的战略依托。《建议》提出坚持扩大内需这个战略基点，部 署了3方面重点任务，抓好贯彻落实要把握好"拓展增量、提升效益、畅通循环"这三个关键。 一是拓展增量。我国扩大内需既有空间，又有潜力。《建议》提出坚持惠民生和促消费、投资于物和投 资于人紧密结合，深入实施提振消费专项行动，扩大服务消费，推动商品消费扩容升级；保持投资合理 增长，高质量推进"两重"项目建设，实施一批重大标志性工程，完善民营企业参与重大项目建设长效机 制等举措，这将全方位扩大国内需求，推动我国经济持续向上向好。 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 二是提升效益。我国固定资产投 ...

Core Viewpoint - The article discusses the recent performance and strategic positioning of Liaoport Co., highlighting its role as a major player in the Northeast Asia port logistics sector and the impact of the China-South Korea Free Trade Agreement on its operations [2][3]. Company Overview - Liaoport Co. is primarily engaged in various port logistics services, including oil and liquid chemical products, container handling, automobile logistics, bulk cargo, grain, and passenger roll-on/roll-off services [3][9]. - The company is recognized as the largest comprehensive terminal operator in Northeast China, with a significant presence in the international shipping network [3][9]. Strategic Developments - The company is leveraging its advantageous natural conditions and management capabilities to enhance its role in the construction of the Northeast Asia International Shipping Center and the development of the Liaoning Coastal Economic Belt [2][3]. - Liaoport has been actively expanding its shipping routes, adding 10 new routes throughout the year, including 7 to Southeast Asia and 1 to the Far East, to align with national strategies such as the Belt and Road Initiative and the Liaoning Free Trade Zone [4]. Financial Performance - For the first half of 2025, Liaoport reported a revenue of 5.693 billion yuan, representing a year-on-year increase of 5.93%, and a net profit attributable to shareholders of 956 million yuan, which is a significant increase of 110.78% [9]. - The company has distributed a total of 5.342 billion yuan in dividends since its A-share listing, with 1.439 billion yuan distributed in the last three years [10]. Market Position - As of October 24, Liaoport's stock price decreased by 1.66%, with a trading volume of 265 million yuan and a market capitalization of 41.958 billion yuan [1]. - The company is positioned within the transportation industry, specifically in the shipping and port sector, and is associated with concepts such as RCEP and Sino-Russian trade [9].

Company Overview - Feilida International Logistics Co., Ltd. is located in Kunshan Development Zone, Jiangsu Province, and was established on April 22, 1993. The company was listed on July 6, 2011. Its main business involves designing and providing integrated supply chain management solutions, offering one-stop logistics solutions through market positioning, business planning, process design, information system design, organizational design, and hardware planning [1][2]. Financial Performance - For the period from January to September 2025, Feilida achieved operating revenue of 4.659 billion yuan, a year-on-year decrease of 6.81%. However, the net profit attributable to the parent company was 33.193 million yuan, reflecting a year-on-year increase of 49.10% [2]. - Since its A-share listing, Feilida has distributed a total of 160 million yuan in dividends, with 24.066 million yuan distributed over the past three years [3]. Stock Performance - On October 24, Feilida's stock price decreased by 2.04%, trading at 8.17 yuan per share, with a total market capitalization of 3.036 billion yuan. The stock has increased by 24.35% year-to-date, with a 3.68% increase over the last five trading days, a 0.97% decrease over the last 20 days, and a 5.33% decrease over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a stock trading list) seven times this year, with the most recent appearance on May 15 [1]. Shareholder Information - As of September 30, Feilida had 28,400 shareholders, a decrease of 13.53% from the previous period. The average number of circulating shares per person increased by 15.65% to 12,804 shares [2]. Industry Classification - Feilida belongs to the transportation and logistics sector, specifically in the intermediate products and consumer goods supply chain services. It is associated with concepts such as unified market, cold chain logistics, small-cap stocks, express delivery, and smart logistics [2].

Group 1 - The core viewpoint emphasizes the need to continuously unleash the vitality of the domestic market over the next five years, focusing on "expanding increment, enhancing efficiency, and smoothing circulation" as key strategies during the 15th Five-Year Plan period [1] Group 2 - The National Development and Reform Commission (NDRC) highlights that there is both space and potential for expanding domestic demand, with initiatives aimed at enhancing consumer spending and investment in both goods and people [3] - Specific measures include implementing special actions to boost consumption, expanding service consumption, and promoting the upgrade of commodity consumption, alongside maintaining reasonable growth in fixed asset investment, which has reached an annual scale of 50 trillion yuan [3] Group 3 - The NDRC has reduced the market access negative list from 328 items to 106, and over 4,200 policies hindering the flow of factors have been cleared, although challenges remain [4] - Proposed measures include unifying market foundational institutional rules, eliminating local protectionism and market segmentation, and standardizing local government economic promotion behaviors to effectively remove market barriers and fully unleash the benefits of a large-scale market [4]

Core Viewpoint - The 20th Central Committee's Fourth Plenary Session approved the "Suggestions on Formulating the 15th Five-Year Plan for National Economic and Social Development," outlining China's economic and social development blueprint for the next five years [1] Group 1: Modern Industrial System - The construction of a modern industrial system is prioritized as the first strategic task in the 15th Five-Year Plan, focusing on consolidating and strengthening the foundation of the real economy [1] - Key tasks include optimizing and upgrading traditional industries, which account for approximately 80% of the manufacturing sector's added value, and enhancing competitiveness in global industrial division [1][2] - An estimated market space of around 10 trillion yuan will be created over the next five years, providing significant development momentum and benefits to people's livelihoods [1] Group 2: Emerging Industries - The plan emphasizes nurturing and expanding emerging and future industries, with the "three new" economies expected to account for over 18% of GDP by 2024 [2] - Strategic emerging industries such as new energy, new materials, aerospace, and low-altitude economy are highlighted for development, potentially creating several trillion-yuan markets [2] - Future industries like quantum technology, biomanufacturing, hydrogen energy, and sixth-generation mobile communication are identified as new economic growth points, contributing to high-quality development [2] Group 3: Service Industry Development - The plan aims to promote high-quality and efficient development of the service industry, which still has significant room for expansion and improvement [2] - Actions include enhancing the integration of modern services with advanced manufacturing and modern agriculture, creating new market opportunities [2] Group 4: Infrastructure Development - A modern infrastructure system is to be constructed, with a focus on planning and building new-type infrastructure and improving the comprehensive transportation system [3] - This will enhance connectivity and support for economic development, ensuring safety and efficiency [3] Group 5: Domestic Demand Expansion - Expanding domestic demand is identified as a strategic move, with a focus on enhancing the domestic market as a key resource for modernization [3] - The plan includes actions to boost consumption, improve investment structures, and implement significant projects to stimulate domestic demand [4] Group 6: Government Investment Optimization - The annual scale of fixed asset investment has reached 50 trillion yuan, with a need to optimize government investment structures to better serve public welfare and address critical needs [4] - The plan proposes increasing the proportion of government investment in public welfare and improving the management of government investments [4] Group 7: Market Regulation and Competition - The plan aims to unify market rules and eliminate local protectionism and market segmentation, enhancing market efficiency [5] - Efforts will be made to address various market barriers and fully unleash the benefits of China's large-scale market [5]

Economic Outlook - China's economic foundation is stable, with multiple advantages, strong resilience, and significant potential, indicating that the long-term positive support conditions and basic trends remain unchanged [2][5] - The "14th Five-Year Plan" has achieved significant development milestones, and the "15th Five-Year Plan" is crucial for solidifying foundations and comprehensive efforts [3][4] Strategic Development - The government aims to cultivate and expand emerging and future industries, focusing on strategic emerging industry clusters such as new energy, new materials, aerospace, and low-altitude economy [2][7] - Key areas for technological breakthroughs include integrated circuits, industrial mother machines, and high-end instruments, with a goal of achieving decisive breakthroughs in core technologies [2][9] Domestic Demand Expansion - The plan emphasizes the importance of expanding domestic demand, with initiatives to boost consumption and investment, and to implement major projects that enhance market access and participation [8] - A unified market system is proposed to eliminate local protectionism and market segmentation, thereby maximizing the benefits of China's large-scale market [8] Technological Innovation - The integration of technological innovation and industrial innovation is a priority, with a focus on original innovation and breakthroughs in key technologies [9][10] - The government plans to enhance the role of enterprises in technological innovation and support the development of high-tech enterprises and small and medium-sized technology firms [10] Social Development Goals - The "15th Five-Year Plan" outlines seven main goals, including significant improvements in high-quality development, technological self-reliance, social reform, cultural confidence, and environmental sustainability [6] - The plan aims to enhance the quality of life for citizens, improve public services, and strengthen national security [6] Market Openness - The government is committed to expanding market access and enhancing the business environment, particularly in the service sector, to align with international high-standard trade rules [11] - Efforts will be made to balance imports and exports, ensuring that both industrial transformation and the needs of citizens are met [11] Social Welfare Initiatives - The plan includes measures to create a family-friendly society, optimize childbirth support policies, and improve basic elderly care services [13] - There is a focus on developing integrated services for childcare and elderly care, as well as promoting the economic participation of older adults [13]

Group 1 - The establishment of a unified market is essential for smooth circulation, with the negative list for market access reduced from 328 to 106 items, and over 4,200 policies hindering factor flow have been cleared, although there are still obstacles to address [2] - The "15th Five-Year Plan" emphasizes the need for a strong domestic market as a strategic foundation for modernization, focusing on expanding domestic demand and addressing three key tasks: expanding increment, improving efficiency, and ensuring smooth circulation [3] - During the "15th Five-Year" period, it is expected that over 700,000 kilometers of underground pipelines will be constructed or renovated, with new investment demand exceeding 5 trillion yuan [3] Group 2 - The plan includes initiatives for human-centered new urbanization, orderly promotion of the urbanization of agricultural transfer populations, and vigorous implementation of urban renewal, which will significantly promote a virtuous cycle of investment and consumption, revealing substantial domestic demand potential [3]

Core Viewpoint - The article discusses the key points from the 20th Central Committee's Fourth Plenary Session, which approved the "Suggestions on Formulating the 15th Five-Year Plan for National Economic and Social Development," outlining China's economic and social development blueprint for the next five years [3]. Group 1: Modern Industrial System - The construction of a modern industrial system is prioritized in the 15th Five-Year Plan, emphasizing the importance of the real economy for China's future [5]. - The plan includes four key tasks: optimizing traditional industries, nurturing new industries, enhancing service quality, and building modern infrastructure [5][6]. - Traditional industries, which account for approximately 80% of the manufacturing value added, will see efforts to upgrade and enhance their global competitiveness, potentially creating a market space of around 10 trillion yuan over the next five years [5]. Group 2: New and Emerging Industries - The plan aims to cultivate and expand emerging industries, with the "three new" economy's contribution to GDP exceeding 18% in 2024 [6]. - Strategic emerging industries such as new energy, new materials, and aerospace are expected to generate several trillion-level markets, contributing significantly to economic growth [6]. - Future industries like quantum technology and brain-machine interfaces are identified as new growth points, potentially creating a high-tech industry scale equivalent to recreating China's high-tech sector over the next decade [6]. Group 3: Service Industry Development - The service industry is recognized for its potential for expansion and quality improvement, with actions proposed to enhance the integration of modern services with advanced manufacturing and agriculture [6]. - This initiative is expected to reshape the economic ecosystem and meet the growing needs of the population, opening up new market opportunities [6]. Group 4: Infrastructure and Domestic Demand - The plan emphasizes the construction of a modern infrastructure system, leveraging China's existing extensive network of transportation and utilities [7]. - Expanding domestic demand is highlighted as a strategic move, with a focus on enhancing consumption and investment to stimulate economic growth [7][8]. - The government aims to optimize investment structures, increasing the proportion of investments in public welfare and addressing critical development needs [8]. Group 5: Market Integration and Regulation - The article notes the reduction of market access restrictions and the cleaning up of policies that hinder resource flow, aiming for a unified market system [8]. - The plan includes measures to eliminate local protectionism and market segmentation, enhancing regulatory consistency and addressing competitive inefficiencies [8].

Core Viewpoint - The Chinese government is focusing on addressing "involutionary competition" to promote a unified national market, which is essential for smooth economic circulation [1][2]. Group 1: Market Regulation and Competition - The negative list for market access has been reduced from 328 items to 106, and over 4,200 policies hindering factor mobility have been cleared [1]. - The government aims to eliminate local protectionism and market segmentation through unified market regulatory enforcement and comprehensive measures against "involutionary competition" [1][2]. - "Involutionary competition" is characterized by irrational competitive behaviors among enterprises and local governments, leading to overcapacity and decreased efficiency, which has garnered significant government attention [1][2]. Group 2: Government Initiatives and Economic Strategy - The Central Economic Committee emphasized the need to advance the construction of a unified national market, focusing on legal governance of low-price disorderly competition and encouraging product quality improvement [2]. - The National Development and Reform Commission (NDRC) has called for intensified efforts to eliminate "involutionary competition" by balancing market forces and government intervention, promoting mergers and acquisitions, and phasing out inefficient production capacity [2]. - Analysts indicate that the causes of "involutionary competition" are multifaceted, including technological advancements, short-term profit pursuits by companies, and deeper systemic issues [2][3].

此外，在畅通循环方面，郑栅洁表示，有了统一大市场，才能畅通大循环。我国市场准入负面清单事项 已从过去的328项减到目前的106项，4200多件阻碍要素流动的政策举措得到清理，但还有不少堵点和卡 点。对此，《建议》提出统一市场基础制度规则，破除地方保护和市场分割，规范地方政府经济促进行 为，统一市场监管执法，综合整治"内卷式"竞争等举措，将更加有力有效地破除各种市场障碍，充分释 放我国超大规模市场红利。 国家发展改革委党组书记、主任郑栅洁表示，大国经济都是内需为主导，市场是当今世界最稀缺的资 源，强大国内市场是中国式现代化的战略依托。全会审议通过的《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》提出，坚持扩大内需这个战略基点，部署三方面重点任务，要把握好"拓 展增量、提升效益、畅通循环"这三个关键。 在拓展增量和提升效益方面，《建议》提出坚持惠民生和促消费、投资于物和投资于人紧密结合，深入 实施提振消费专项行动，扩大服务消费，推动商品消费扩容升级等。优化政府投资结构，提高民生类政 府投资比重，必须把"钱"特别是政府资金更好地用在发展紧要处，花在群众生活上。 新京报讯(记者姜慧梓)10月24日，中共 ...