经济观察网10月18日，主题为"世界变革下的未来之路"的全球财富管理论坛.2025上海苏河湾大会在上 海举行。 在论坛上，中国人民银行党委委员、副行长邹澜表示："从传统意义上看，货币政策主要是总量政策， 但在中国经济运行中很多矛盾和挑战是结构性的。结构调不好，总量调控很难发挥有效作用，因此我们 始终将发挥货币信贷政策的总量和结构双重功能作为建设现代中央银行制度、健全中国特色现代货币政 策框架的重要内容。"" 邹澜指出，结构性货币政策工具的设计在现代银行体系和现代中央银行制度框架下进行，实际上是构建 一种激励相容的机制。商业银行自主决策、自担风险，按照商业可持续原则向实体经济发放贷款，中央 银行将基础货币投放与商业银行向相关领域发放贷款的数量挂钩，以促进结构调整目标的达成。 楼继伟指出，面对全球保护主义暗流涌动，产业链的碎片化割裂、阵营化对抗倾向，中国未因外部压力 选择"脱钩断链"，而是以更开放的姿态坚定拥抱全球化；也没有固守传统发展路径，而是主动构建新发 展格局，探索安全与效率并重的增长模式。(记者陈植) 在金融监管方面，金融监管鼓励支持金融机构运用最新科技，优化金融服务、降低营运成本、提高管理 效率，同时加 ...

楼继伟以新能源汽车产业举例称，中国新能源汽车产业成功实践了"技术自主、供应链多元、市场全 球"的立体化策略。一方面，上半年出口量占全球市场份额的42%，动力电池国产化率超95%；另一方 面，产业链中的关键材料则通过全球化合作实现多元供应，既保障了供应链安全，又深度融入全球市场 和产业生态，彰显了中国仍是全球产业链和市场互利共赢的重要力量。 10月18日，全球财富管理论坛理事长、中国财政部原部长楼继伟在全球财富管理论坛·2025上海苏河湾 大会上表示，中国上半年GDP以5.2%的增速在全球居于前列，高技术产业投资同比增长10.6%，同时通 过多元化产能与市场布局积极破局，成功对冲了单一市场依赖风险。 更重要的是，面对全球保护主义暗流涌动，产业链的碎片化割裂、阵营化对抗倾向，中国既未因外部压 力选择"脱钩断链"，更未以邻为壑，而是以更开放的姿态坚定拥抱全球化；也未固守传统发展路径，而 是主动构建新发展格局，探索安全与效率并重的增长模式。 楼继伟指出，中国提出的全球发展倡议、全球安全倡议、全球文明倡议和全球治理倡议，为世界注入了 新的活力与智慧。这四大倡议彰显了中国对于全球经济应是"共生共荣"和谐生态的坚定信念，也 ...

Core Points - The upcoming 20th Central Committee's Fourth Plenary Session will focus on formulating the "15th Five-Year Plan" to ensure decisive progress in achieving socialist modernization [2] - The "14th Five-Year Plan" period is seen as a critical time for China's development, emphasizing the need for awareness of opportunities and risks [2][4] - The concept of "Chinese-style modernization" is highlighted as essential for uniting and motivating the nation towards further development [5][6] Group 1 - The "14th Five-Year Plan" has been a period of significant achievements and challenges, with a focus on high-quality development as the primary task for building a modern socialist country [13][14] - The importance of technological innovation and new productive forces is emphasized, with advancements in various sectors such as aerospace and renewable energy [16][18] - The economic growth during the "14th Five-Year Plan" has been substantial, with GDP expected to reach approximately 140 trillion yuan this year [22] Group 2 - The "15th Five-Year Plan" aims to deepen reforms and enhance the quality of life for all citizens, ensuring that modernization benefits are equitably distributed [29][31] - The focus on common prosperity and improving public services is evident, with significant investments in housing, education, and healthcare [32][33] - The government's commitment to listening to public opinion and incorporating citizen feedback into policy-making is highlighted as a key aspect of the modernization process [33]

进入新时代，中国经济航船闯激流险滩、战艰难险阻，向着一个又一个胜利笃定前行。 "党中央集中统一领导是做好经济工作的根本保证，在关键时刻、重要节点，党中央及时研判形势、作 出决策部署，确保我国经济航船乘风破浪、行稳致远。" 关键时刻必有关键抉择。 彼时，中国经济增速从两位数滑落至8%以下，与此同时发展粗放、环境污染问题逐步显现，"速度焦 虑""转型迷茫"互相交织。中国经济将向何处去？未来发展之路怎么走？一时间众说纷纭。 "我国发展仍处于重要战略机遇期，我们要增强信心，从当前我国经济发展的阶段性特征出发，适应新 常态，保持战略上的平常心态。" 那次河南之行，习近平总书记首次公开提出"新常态"概念，深刻指明我国当前和今后一个时期经济发展 的大逻辑。 "速度再快一点，非不能也，而不为也""不能简单以生产总值增长率论英雄""经济发展动力正从传统增 长点转向新的增长点"…… 习近平总书记的一系列重要论述，直指长期存在的片面政绩观，指引行至关键阶段的中国经济校准航 向，牢牢掌握新时代发展的历史主动。 新时代以来的这些年极不寻常、极不平凡，改革发展稳定任务之艰巨世所罕见、史所罕见。一路风雨兼 程，一路劈波斩浪，我们的信心更强 ...

Core Viewpoint - High-quality development is essential for addressing all issues in China, and it is guided by the new development philosophy, emphasizing the need for precise and practical measures to tackle unbalanced and insufficient development [1][3]. Group 1: New Development Philosophy - The new development philosophy is an integrated approach that must be fully understood and implemented, as demonstrated by the ecological restoration of Uliangsu Lake, which transformed from a polluted state to a thriving habitat for migratory birds [2]. - The five development concepts of innovation, coordination, green, openness, and sharing, introduced in 2015, are crucial for driving high-quality economic development [3][5]. - The recognition of the new development philosophy has deepened, emphasizing that high-quality development embodies this philosophy and must be reflected across all areas of national development [3][14]. Group 2: Achievements and Progress - Over the past four years, final consumption contributed an average of 56.2% to economic growth, an increase of 8.6 percentage points compared to the previous five-year period [8]. - China is expected to rank among the top ten in the global innovation index by 2025, with R&D expenditure remaining second globally in 2024 [8]. - The cumulative reduction in energy consumption per unit of GDP over four years reached 11.6%, equivalent to a decrease of 1.1 billion tons of carbon dioxide emissions, contributing significantly to global climate change efforts [8]. Group 3: Future Directions - The upcoming "Fifteenth Five-Year Plan" emphasizes the need to maintain high-quality development and adhere to the new development philosophy as a fundamental guideline [15][22]. - Systematic reforms are being initiated to enhance resource allocation efficiency, with pilot programs in various regions to address market segmentation and local protectionism [16]. - The focus on innovation, coordination, green development, openness, and sharing will continue to guide China's economic trajectory, ensuring that development benefits are equitably distributed among the population [14][22].

Core Viewpoint - The article emphasizes the importance of key decisions made by the Chinese leadership, particularly under Xi Jinping's economic thought, in navigating the complexities of the modern economy and ensuring sustainable growth. Group 1: Economic Strategy and Development - The Chinese economy has faced unprecedented challenges, yet it continues to progress towards modernization, driven by Xi Jinping's economic thought [1][5][8] - The concept of "new normal" was introduced to guide economic development amidst slowing growth and environmental concerns, emphasizing a shift from traditional growth drivers to new ones [3][4] - The focus on supply-side structural reforms and the establishment of a dual circulation economic model highlights the strategic shift towards domestic demand and innovation [5][9] Group 2: Policy Responses and Economic Stability - In response to economic pressures, the Chinese government has implemented a series of macroeconomic policies, including interest rate cuts and measures to stabilize the real estate and stock markets [7][17] - The government's proactive approach during critical times has been recognized as a significant milestone in macroeconomic management, ensuring the achievement of annual economic goals [7][8] - The introduction of new policy financial tools aims to enhance support for the real economy and stimulate effective investment [17][21] Group 3: Innovation and Modernization - Emphasis on technological and industrial innovation is seen as essential for developing new productive forces and achieving high-quality growth [19][20] - The commitment to green development and addressing climate change reflects a strategic focus on sustainable economic practices [11][22] - The ongoing reforms in various sectors, including the establishment of free trade zones and market access improvements, are designed to enhance China's economic openness and competitiveness [21][22]

Group 1 - The core focus of China's economic development during the "14th Five-Year Plan" period is to advance towards high-quality growth, guided by President Xi Jinping's leadership and insights from various industry visits [1][4][24] - Emphasis on the importance of the manufacturing sector as a pillar of the national economy, with a call for technological empowerment and self-innovation to drive modernization [5][6][22] - Recognition of the vast potential in artificial intelligence development, highlighting the need for policy support and talent cultivation to create high-quality, safe products [11][12][19] Group 2 - The significance of logistics in the economy is underscored, particularly in the context of building new trade routes to enhance external connectivity and promote high-level openness in western and inland regions [19][20] - The role of technology and innovation in agriculture is emphasized, with a focus on modernizing agricultural practices through scientific advancements [14][47] - The necessity for a robust integration of technology and industry to foster innovation and improve the commercialization of scientific achievements is highlighted [28][37]

中国经济在风浪中成长、在磨砺中壮大。 脱贫攻坚、供给侧结构性改革、建设统一大市场、污染防治、防范化解重大风险、应对复杂国际环 境……新时代以来，一场场大战大考，无一不是在攻坚克难、考验韧劲。 踏平坎坷成大道。以习近平同志为核心的党中央以洞若观火的眼光与坚如磐石的定力，引领中国经济在 变局中开新局，在危机中育新机，在闯关夺隘中破阻前行。 面对严峻挑战，"抢"字成为最有力的回击。 在安徽、山东、河北、河南等地，一辆辆收割机快速"吞吐"谷物、农机大院内烘干作业正酣……抢收抢 烘，一片忙碌景象。各地争分夺秒，坚决克服连阴雨不利影响，全力以赴抗灾夺秋粮丰收。 农业是稳定经济社会的"压舱石"，关系发展大局。 统筹发展和安全，必须勇于和善于应对各种风险挑战。习近平总书记深刻指出，"既要打好防范和抵御 风险的有准备之战，也要打好化险为夷、转危为机的战略主动战"。 新时代以来，党和国家面临的形势之复杂、斗争之严峻、改革发展稳定任务之艰巨，世所罕见、史所罕 见。 在世界经济格局深刻变革、风险挑战交织叠加的时代背景中，如何驾驭好中国经济这艘大船？ 习近平总书记号召全党——"必须清醒认识前进道路上进行伟大斗争的长期性、复杂性、艰巨性 ...

Core Viewpoint - The article emphasizes the importance of Xi Jinping's economic thought in guiding China's economic work in the new era, highlighting the need for resilience and strategic action in the face of challenges and risks [1][5][20]. Group 1: Economic Resilience and Strategy - The Chinese economy has grown stronger through challenges, including poverty alleviation, supply-side structural reforms, and risk prevention [1][4]. - Xi Jinping's economic thought advocates for maintaining strategic determination and patience, avoiding short-termism in long-term goals [5][17]. - The call for open cooperation and win-win outcomes reflects China's role as a leader in promoting trade and investment liberalization [5][16]. Group 2: Innovation and Technology - China has made significant strides in innovation, recently ranking in the top ten of the Global Innovation Index [12][13]. - The development of high-end chips and core technologies is crucial for maintaining competitive advantages in the global market [14][20]. - The emphasis on mastering core technologies underlines the strategic importance of self-reliance in technological advancement [13][14]. Group 3: Risk Management and Economic Stability - The article discusses the importance of proactive risk management, highlighting successful measures taken to mitigate financial risks and stabilize the economy [21][22]. - The need for a comprehensive approach to economic stability is underscored, focusing on enhancing domestic demand and supply chain resilience [22][30]. - The government's efforts to address real estate financing and other systemic risks demonstrate a commitment to maintaining economic health [21][30]. Group 4: Infrastructure and Development - The completion of significant infrastructure projects, such as the world's tallest bridge, illustrates the ongoing commitment to improving connectivity and economic development [23][24]. - The focus on rural revitalization and poverty alleviation reflects a long-term strategy for achieving common prosperity [25][26]. - The construction of a unified national market is seen as a key strategy for enhancing economic resilience and competitiveness [30][31].

Core Viewpoint - The integration of technological and industrial innovation in China is leading to a rapid emergence of technological achievements and accelerated application of innovations, enhancing the transformation of "potential energy" into "kinetic energy" for the economy [1] Group 1: Technological Innovation - China's technological achievements are increasingly being recognized and favored by global consumers, indicating a shift towards high-tech products [1] - The continuous strengthening of technological support for the new development pattern reflects the country's commitment to innovation [1] Group 2: Economic Impact - The acceleration of innovative applications is contributing to the formation of new productive forces, which is essential for economic growth [1] - The transformation of innovation into economic momentum is a key factor in China's manufacturing sector striving for new strengths and opportunities [1]