新质生产力
Search documents
未来已来:中国经济的αβγδ动力系统革命与战略建构
Jing Ji Guan Cha Wang· 2026-02-19 03:41
作者 余政 一、引言:在历史与未来的交汇点上进行构造性展望 3. γ-革新动力:从"创新网络"到"顶尖人才与智能体共生的开放创新生态" 4. δ-耦合动力:从"政策协调"到"应对复杂性的战略系统集成" 运用αβγδ模型回顾中国经济改革,可见其呈现从激活要素(α)、构建机制(β)到聚焦创新(γ)的构造性演进逻辑,而系统协同(δ)则保障了转型的平稳。当前,我 们正站在以人工智能和绿色科技为核心的新一轮产业革命与中国经济转型升级的历史交汇点。未来改革不仅是过去的线性延伸,更是动力结构的系统性重 塑。本文旨在基于αβγδ模型的构造性分析维度,超越对单一领域的策略讨论,转向对中国经济发展底层动力系统的未来式建构,为在不确定性时代把握确定 性演进路径提供理论框架。 二、未来动力结构的构造性跃迁方向 未来经济从"规模扩张"到"质量效益"的转型,本质是四大动力结构的能级提升与构造优化。 1. α-发展动力:从"生产要素组合"到"新质生产力生成" 2. β-运行动力:从"市场与政府结合"到"数字时代的高水平协同治理" 核心跃迁:协同逻辑从解决改革举措间的矛盾,升级为主动设计跨域协同规则,驾驭多重目标的正和博弈。其本质是构建一个 ...
电影产业扩围提质 “电影+”融合发展势头正劲
Ren Min Ri Bao· 2026-02-19 03:32
Core Insights - The Chinese film market is experiencing significant growth during the Spring Festival, with total box office revenue reaching 2.392 billion yuan as of February 19, 2026, marking a record for single-day screenings on the first day of the Lunar New Year [1] Group 1: Film Market Performance - The total box office for the 2026 Spring Festival period (February 15-23) has reached 2.392 billion yuan, including pre-sales [1] - On the first day of the Lunar New Year, the total number of screenings exceeded 595,000, setting a new record in Chinese film history [1] Group 2: Cultural and Economic Impact - The film industry in China is projected to achieve a box office of 51.832 billion yuan by 2025, with a total industry output value of 817.259 billion yuan, indicating a box office multiplier effect of 1:15.77 [2] - The integration of film with cultural and economic activities is enhancing consumer engagement and driving urban consumption [2][6] Group 3: Technological Advancements - The development of new production capabilities, including virtual production platforms and AI technologies, is enhancing the quality and efficiency of film production [3] - The film industry is increasingly adopting advanced technologies, such as high-format theaters and immersive viewing experiences, to elevate audience engagement [3] Group 4: Cross-Industry Integration - The "film+" model is expanding the boundaries of the film industry, creating new consumption scenarios and enhancing the value of film-related products [4][6] - The trend of "following movies to travel" is emerging, with films driving tourism to filming locations, thereby boosting local economies [5][6] Group 5: Cultural Significance - The integration of traditional Chinese culture into films is providing a strong foundation for the industry's growth, with films like "The Wandering Earth 2" and "The Monkey King" resonating with audiences [7][8] - The film industry's expansion reflects a broader cultural confidence and economic integration, showcasing the appeal of humanistic economics in contemporary society [8]
德勤中国主席蒋颖:推动政策“精准滴灌”
Xin Lang Cai Jing· 2026-02-19 03:31
Core Viewpoint - The emphasis is on the need for a shift from broad policy measures to more targeted, effective policies that enhance the business environment in China, as articulated by Deloitte China Chairman Jiang Ying [1][3]. Group 1: Business Environment Optimization - Jiang Ying advocates for a long-term commitment to optimizing the business environment, focusing not just on the number of policies introduced but on the actual experience of businesses in terms of efficiency and confidence in development [1][3]. - The concept of "precision drip irrigation" in policy-making is introduced, suggesting that policies should be tailored to meet specific business needs rather than applying a one-size-fits-all approach [1][3]. Group 2: Research and Recommendations - Jiang Ying has conducted extensive research in sectors such as artificial intelligence, digital economy, and advanced manufacturing, engaging with businesses nearly a hundred times to provide actionable recommendations [3]. - Key recommendations include increasing investment in basic research, enhancing the role of state-owned enterprises, and addressing the challenges faced by small and medium-sized enterprises in digital transformation through financial support, model promotion, and talent cultivation [3][4]. Group 3: International Market and Innovation - The construction of a favorable business environment in China is transitioning from an "efficiency-first" approach to one that empowers ecosystems, focusing on reducing institutional costs, enhancing innovation vitality, and expanding support for international market access [4]. - Jiang Ying emphasizes the "value co-existence" concept for companies going abroad, highlighting the importance of integrating into local economies and contributing to local job creation and technological advancement [4]. Group 4: Future Initiatives - Jiang Ying plans to continue supporting multinational companies entering the Chinese market and assisting Chinese companies in their global expansion efforts, with proposals covering various topics such as cross-border data flow management and carbon market compatibility [5]. - The initiatives aim to align with national strategies and contribute to high-level openness and the development of new productive forces in China [5].
“电影+”融合发展势头正劲
Xin Lang Cai Jing· 2026-02-19 01:26
走进影院看大片,已经成为不少中国人过春节的"新年俗"。今年春节假期,《飞驰人生3》《惊蛰无 声》《熊出没·年年有熊》《镖人:风起大漠》等多部影片集中上映,点燃电影市场。据网络平台数 据:截至2月19日0点10分,2026年春节档(2月15日—23日)总票房(含预售)达23.92亿。大年初一单 日总场次数超59.5万场,刷新中国影史大年初一单日场次数纪录。 近日,江苏南通圆融广场,一场场精彩的"电影+"活动火热举办。 这边,"非遗+电影"的文创市集里,电影元素手办备受消费者青睐;那边,"苏超"南通队主力球员惊喜 亮相,现场欢呼声与掌声此起彼伏。 "两天卖了近200件手办,电影文创成了过节新礼物。"一名手工产品摊主的话语中,满是欣喜。 今年春节假期,江苏举办电影生活嘉年华活动,推出一系列促进电影消费的举措。影城、街区、商圈联 动,电影文化与市井烟火气相映成趣,持续激发"电影+"的消费潜能,提升城市消费的热情。 习近平总书记强调:"要推动文化产业高质量发展,健全现代文化产业体系和市场体系,推动各类文化 市场主体发展壮大,培育新型文化业态和文化消费模式,以高质量文化供给增强人们的文化获得感、幸 福感。" 数据见证成效 ...
商品板块轮动加速下的突围与破局
Sou Hu Cai Jing· 2026-02-19 00:20
当下,全球经济格局深度调整、新质生产力加速崛起,商品市场正迎来前所未有的变革。 薛鹤翔认为,与传统周期中"黄金—工业金属—原油"的轮动路径相比,本轮轮动呈现出显著的独特性。 驱动源上,传统轮动由地产、基建等传统周期主导,而本轮轮动则由AI、新能源等新兴需求驱动;品 种结构上,铂、锡、电力等趋势新星加入"战局",碳酸锂"反内卷",镍、橡胶、棉花"低位掘金",轮动 更加细分、多元;节奏把控上,保证金高频调整与跨市场联动加剧,轮动周期从年度级压缩至季度级, 对投资者的交易节奏提出了更高要求。 极端行情应对:风控纠偏下的市场新生态 2026年年初,贵金属市场上演了惊心动魄的一幕,白银价格单日暴跌超35%,创46年来纪录,芝商所一 周内两度调整贵金属期货保证金。对此,薛鹤翔表示,此次保证金调整呈现出"高频动态、精准差异 化"的显著特征,本质是极端行情下的风控纠偏。 市场基调之变:从政策托底到基本面兑现 "当前商品市场最核心的特征,是'万物通胀'背景下的结构分化与轮动加速。"薛鹤翔开门见山地表示, 站在百年维度,通胀回升、中美经济共振以及AI应用的蓬勃兴起,共同推动商品市场发生深刻变革。 曾经单一的品种行情逐渐退出舞台, ...
商品板块轮动加速下的突围与破局 | 策马点金
Sou Hu Cai Jing· 2026-02-18 23:57
市场基调之变:从政策托底到基本面兑现 "当前商品市场最核心的特征,是'万物通胀'背景下的结构分化与轮动加速。"薛鹤翔开门见山地表示,站在百年维度,通胀回升、中美经济共振以及AI应 用的蓬勃兴起,共同推动商品市场发生深刻变革。曾经单一的品种行情逐渐退出舞台,取而代之的是"金融属性—产业属性"双轮驱动的全新格局。黄金、 工业金属、新能源等品种价格轮番领涨,芝商所保证金的"高频动态调整"成为市场常态,投资者对尾部风险的定价愈发敏感。 回顾2025年,市场呈现出"商品轮动启动、政策持续发力"的鲜明特征,政策托底与预期先行成为主导,商品价格更多地反映稳增长政策与流动性宽松带来 的红利。然而,步入2026年,市场基调迎来本质转变。"2026年是基本面兑现、轮动深化的一年,市场驱动力从'政策驱动'全面转向'供给稀缺+新兴需 求'驱动。"薛鹤翔认为,黄金、工业金属的趋势性行情将延续,特别是铂、锡等品种异军突起,成为新的市场主线。与此同时,保证金的高频调整倒逼市 场"去杠杆",波动与风控一跃成为市场核心矛盾,投资者必须适应这一全新节奏。 轮动逻辑解码:三重共振催生独特路径 薛鹤翔表示,当前商品市场已完成从黄金到工业金属再到新能 ...
“电影+”融合发展势头正劲(向新向优的中国产业)
Ren Min Ri Bao· 2026-02-18 22:27
走进影院看大片,已经成为不少中国人过春节的"新年俗"。今年春节假期,《飞驰人生3》《惊蛰无 声》《熊出没·年年有熊》《镖人:风起大漠》等多部影片集中上映,点燃电影市场。据猫眼专业版数 据:截至2月19日0点10分,2026年春节档(2月15日—23日)总票房(含预售)达23.92亿。大年初一单 日总场次数超59.5万场,刷新中国影史大年初一单日场次数纪录。 近日,江苏南通圆融广场,一场场精彩的"电影+"活动火热举办。 这边,"非遗+电影"的文创市集里,电影元素手办备受消费者青睐;那边,"苏超"南通队主力球员惊喜 亮相,现场欢呼声与掌声此起彼伏。 "两天卖了近200件手办,电影文创成了过节新礼物。"一名手工产品摊主的话语中,满是欣喜。 制作端,人工智能增强影视工业的含"智"量,硬核科技正将新型影视基地打造为"未来片场";放映端, 以CINITY为代表的高格式影厅持续发力,特效银幕惊艳出圈;场景端,头戴式显示设备让观众一秒"穿 越"进影片场景,获得沉浸式体验。随着电影与科技的全链条深度融合,电影产业正稳步登上技术高 峰,呈现"新新向荣"的发展态势。 今年春节假期,江苏举办电影生活嘉年华活动,推出一系列促进电影消费 ...
进一步深化文旅体融合
Xin Lang Cai Jing· 2026-02-18 22:23
独树一帜、非去不可的贵州新体验。深化品牌合作,构建品牌传播矩阵,通过"线上+线下""国内+国 际""文旅招商+品牌推广""媒体宣介+直播互动"等形式,推动品牌传播从单向输出到多向互动、从静态 展示到动态体验、从主体创作到主客共创转变,将人无我有的资源禀赋转化为持久的品牌竞争力,进一 步增强贵州文旅体产业从京津冀、长三角、珠三角等重点区域延伸到海外市场的辐射力、影响力。 进一步释放基层治理融合效能。强化价值引领。当前,人民对美好生活的需要已经超越"柴米油盐""衣 食住行"等基本范畴,精神文化需求更加迫切,也更加多样化。文旅体融合通过以文化人、以景怡情、 以体强心,在满足人们多样化精神文化需求的同时,有效降低社会运行成本、提升治理效能、促进基层 善治,既带动区域经济发展,又丰富群众文化生活、涵养文明风尚。以村超为代表的贵州村字号IP正是 通过赛场竞技、舞台演绎、非遗展示等生动鲜活的形式,不断激发群众内生动力,让蕴藏民间的文化习 俗、传统技能、实践智慧走出乡野、走向世界,以文化为纽带吸引八方游客,将蓬勃的"烟火气"转化为 区域经济社会高质量发展"新动能"。未来,要在文旅体融合中将科学、健康、理性、和谐的生活理念播 ...
三个“万亿”的跃迁——“十四五”期间浙江经济稳进提质
Sou Hu Cai Jing· 2026-02-18 21:40
Economic Growth - During the "14th Five-Year Plan" period, Zhejiang's GDP has successfully crossed the milestones of 7 trillion, 8 trillion, and 9 trillion yuan, reaching 94,545 billion yuan by 2025, maintaining its position as the fourth largest economy in China [1][7] - The automotive industry in Zhejiang is thriving, with the production of new energy vehicles expected to exceed 1.38 million units by 2025, ranking third in the country [2][3] Innovation and Development - Zhejiang is focusing on innovation as a new driving force for development, with the goal of becoming a high-level innovative province by 2025, aiming for a regional innovation capability ranking fourth nationally and a research and development intensity of around 3.3% [4] - The province is nurturing its "Six Little Dragons" of Hangzhou, with companies like Qunhe Technology expected to be the first to go public, reflecting the optimization of the innovation ecosystem [4] Industrial Transformation - Zhejiang is transforming its industrial structure by integrating technological and industrial innovation, with the digital economy's core industries expected to account for 12.3% of GDP by 2024 [5] - The province's strategic emerging industries are projected to contribute one-third of the added value of industrial enterprises above designated size [5] Income and Common Prosperity - By 2025, the per capita disposable income of residents in Zhejiang is expected to surpass 70,000 yuan, with rural residents' income exceeding 45,000 yuan, leading the nation for 41 consecutive years [6] - The "Ten Million Project" aims to reduce disparities and promote common prosperity, enhancing public service quality and increasing income for urban and rural residents [6] Future Outlook - Zhejiang has achieved three significant economic milestones in five years, positioning itself to strive for a 10 trillion yuan economy [8]
以创新为刃 铸纺织标杆
Xin Lang Cai Jing· 2026-02-18 20:20
(来源:天津日报) 转自:天津日报 从抗战时期护厂拒敌的民族工业火种到如今云端之上守护平安的航空纺织领军者,津门老字号"仁立"已 在岁月长河中走过近百年征程。这枚承载着"以仁为本,立业为国"初心的品牌,始终以创新为刃,在特 种面料赛道深耕不辍,不仅成为国内最早实现航空阻燃面料大批量生产的企业,更以全产业链布局与数 字化转型为双翼,让百年民族品牌在新时代焕发强劲生机,长期服务国内几大主流航司,书写着传统品 牌的焕新答卷。 此次能够参与到纪录片《老字号 共潮生》的拍摄,让我们再次深刻意识到,老字号的"老",是经得起 时间考验的匠心底气;"新",是拥抱时代的创新锐气。在纺织行业向高端化、功能化转型的浪潮中,仁 立坚守"守正不守旧、传承亦创新"的发展理念,以新质生产力激活百年品牌活力。企业搭建起"原毛加 工—纺纱织造—后整理—成品缝制"的全链条生产体系,研发的防水、防油、防污、防虫蛀等多功能面 料,推动国内航空纺织材料向高附加值领域跨越。 站在新的发展起点,仁立并未止步。《老字号 共潮生》的拍摄过程让我们备受鼓舞。未来,仁立将持 续深耕航空、高铁等特种纺织赛道,强化绿色环保材料研发,在传承百年匠心的基础上,以更前沿的 ...