与会者认真听取报告。 记者 欧阳杰 田为 摄 省委十一届十次全会现场。记者 欧阳杰 田为 摄 省委十一届十次全会上，一份"成绩单"令与会者振奋与感慨。 11月，刚刚经历了一场疫情防控"遭遇战"，四川大学华西医院院长李为民对"担当"二字有着深刻理解。"去年 底到现在，我省经历了3次局部疫情，但每次都在第一时间得到控制，这不仅体现了我省在疫情防控中的精准高 效，更充分体现了省委省政府坚决守护人民生命健康安全的坚定决心与担当作为。" 这也是与会者的共识——面对复杂严峻的外部环境和疫情灾情的冲击影响，面对开局"十四五"、开启新征程 的繁重任务，唯有担当作为，才能应对风险挑战，推动治蜀兴川各项事业取得新的进展。 "未来，我们仍可能面临未知的风险和挑战，我们需深刻理解和全面把握党百年奋斗历史的宝贵经验，从中汲 取智慧与力量，坚持人民至上、生命至上的立场，推动卫生事业发展。"省卫生健康委党组书记敬静表示，全省卫 生系统将一手抓新冠疫情防控不动摇，一手抓卫生健康事业改革发展不懈怠，坚守毫不松懈抓好常态化疫情防 控"一条底线"，深化医疗服务供给侧改革，以及公共卫生体系特别是疾病预防控制体系改革，让群众看得起病、 看得了病、看得 ...

Core Insights - The total electricity consumption in Wuhan for 2025 reached 85.712 billion kilowatt-hours, reflecting a year-on-year growth of 4.76% compared to 2024, indicating robust resilience in the economy [1] - The electricity consumption data highlights a shift in Wuhan's economic direction, with significant growth in sectors such as new energy vehicle manufacturing and internet data services, which saw year-on-year increases of 71.9% and 240.6%, respectively [1] Industry Electricity Consumption - The secondary industry experienced a year-on-year electricity consumption growth of 5.53%, with manufacturing seeing a notable increase of 7.57%, surpassing the average growth rate [1] - The automotive manufacturing sector's electricity consumption grew by 13.05%, with new energy vehicle manufacturing leading with a 71.9% increase, underscoring Wuhan's position as a leader in the electrification transition [1] - The computer, communication, and other electronic device manufacturing sectors also reported a 14.29% increase in electricity consumption [1] Service Sector Growth - The third industry, particularly internet data services, exhibited a remarkable surge in electricity consumption, soaring by 240.6%, highlighting the explosive growth of Wuhan's digital economy industry cluster [1] Infrastructure Development - In 2025, the State Grid Wuhan Electric Power Company focused on creating a modern electricity business environment, implementing a "dual long system" for major project connections, facilitating immediate project commencement and electricity access [3] - The construction of the large power grid continued, with the commissioning of two 500 kV substations, injecting strong momentum into regional economic development [3] - The company also executed 20 key projects for grid optimization and reinforcement, ensuring timely completion of 165 summer peak power supply projects [3] Changes in Electricity Structure - The growth rate of electricity consumption for urban and rural residents reached 3.84%, which is lower than the overall societal growth rate, while the electricity consumption for charging and swapping services increased by 17.4%, reflecting a rise in citizens' willingness for green travel [3]

Group 1: Digital Economy Development - The introduction of the "Shandong Province Digital Economy Promotion Regulations" solidifies the legal foundation for digital economy development in Shandong, with the digital economy now accounting for over 49% of the province's GDP [1] - The "Intelligent Leadership Qilu Digital Benchmark" media event highlights the practical applications of digital initiatives in cities like Dezhou, showcasing the integration of digital practices in various sectors [1] Group 2: Green Data Centers - The Lu Bei Data Center is a modern data center cluster under construction in Dezhou, recognized as a national strategic layout, with plans for completion by September 2025 [3] - The center employs a "data center + source-network-load-storage" integrated model to address high energy consumption issues, aiming to become a "zero-carbon data center" [3] Group 3: Intelligent Computing Center - The "Dezhi Future" Intelligent Computing Center, set to be operational by the end of 2024, will have a planned computing power of 510P, utilizing single-phase immersion liquid cooling technology [5] - The project aims for an annual PUE (Power Usage Effectiveness) value of ≤1.05, achieving over 35% energy savings compared to traditional cooling methods, and will recycle cooling liquid to save approximately 120,000 tons of water annually [5] Group 4: Global Business Intelligence - Shandong Guomao Tong Big Data Co., Ltd. focuses on digital upgrades in foreign trade, offering the BTDataS7.0 system that integrates big data, AI, and business intelligence to assist foreign trade enterprises [6][8] - The system has served over 100,000 foreign trade and related enterprises, including major companies like Sinopec and Haier, enhancing decision-making efficiency in a complex international trade environment [8] Group 5: Smart Community Services - The Chahe community in Dezhou has implemented a smart community platform that connects various municipal data services, improving efficiency in managing services for elderly residents [9] - The community has launched data governance scenarios that have automated over 4,100 data interface calls, significantly reducing the need for residents to visit multiple departments [9] Group 6: Overall Impact of Digital Economy - Dezhou exemplifies how digital economy initiatives translate into tangible productivity and improved quality of life, contributing to the broader development of digital economy in Shandong and nationwide [10]

券商新一年度首月"金股"组合日前陆续出炉。 2025年，港股整体维持涨势，吸引各路投资者加大对港股市场的关注和布局，港股上市公司也越来越频 繁地出现在券商月度"金股"组合当中。 据中国证券报记者梳理，前述券商推荐的151只2026年1月"金股"组合中，港股标的有47只，占比超过三 成。从单家公司推荐频次看，腾讯控股最受券商青睐，获得海通国际、国信证券、光大证券3家机构青 睐；老铺黄金、李宁、中芯国际、友邦保险均获得2家券商联合推荐，看好机构包括海通国际、国金证 券、光大证券、华泰证券等。 Wind数据显示，截至2026年1月3日中国证券报记者发稿时，已有151只标的入围券商2026年1月"金 股"组合，港股标的数量占比超三成。中际旭创（300308）、腾讯控股分别成为最受关注的A股、港股 标的。电子、机械设备、汽车等行业"金股"分布较为密集。 对于1月市场前景，业内机构认为，A股进入关键数据验证期，波动可能加大，风格倾向阶段性再平 衡，配置上看好具备战略稀缺性的上游资源品板块、部分内需板块以及产业趋势明确、业绩能见度高的 细分领域龙头；港股未来有望继续震荡上行，配置上可关注科技成长及高股息占优的"哑铃"策略。 ...

Core Insights - The rapid delivery of approximately 1.3 tons of Spanish bluefin tuna to Shenzhen, China, highlights the increasing economic cooperation between China and Spain, with the entire process taking less than 24 hours [1] - The bilateral trade between China and Spain has shown significant growth, with trade volume exceeding $50.032 billion, a year-on-year increase of 9.1% [2] - Spain's agricultural exports to China, including olive oil, ham, wine, and citrus fruits, are on the rise, making China a key market for Spanish agricultural products [2][3] Trade and Economic Cooperation - The efficiency of customs procedures in China has improved significantly, facilitating the entry of Spanish seafood and fruits into the Chinese market [2] - The China-Europe Railway Express has been operational since 2014, enhancing the cross-border flow of goods between Spain and China, particularly for Spanish wine and olive oil [2] - Various platforms, such as the China International Import Expo, have helped Spanish products gain visibility and expand in the Chinese market [3] Investment and Industry Collaboration - Chinese companies are increasingly investing in Spain, particularly in sectors like renewable energy, digital economy, and advanced manufacturing [6] - A joint venture between Chery and a Spanish company is set to produce electric vehicles in Barcelona, reflecting the growing presence of Chinese automotive brands in Spain [4] - The establishment of a lithium iron phosphate battery factory by CATL and Stellantis in Spain is expected to enhance the region's position in the European electric vehicle supply chain [5] Renewable Energy and Sustainability - China and Spain are collaborating on renewable energy projects, including a biofuel project in Spain that aims to produce low-carbon fuels [7] - The partnership in clean energy and technology is seen as beneficial for both countries, contributing to global energy transition efforts [8] - The cooperation in renewable energy not only promotes technological and capital flow between the two nations but also supports broader European and global green initiatives [8]

Core Insights - The article highlights the resilience and progress of China-ASEAN cooperation in 2025 amidst a complex international environment, emphasizing the importance of regional economic integration and institutional innovation to counter external uncertainties [4][12]. Group 1: Economic Cooperation - China-ASEAN trade reached 6.82 trillion yuan, a year-on-year increase of 8.5% in the first eleven months of 2025, maintaining ASEAN as China's largest trading partner [5]. - The signing of the upgraded version of the free trade agreement (FTA 3.0) in Kuala Lumpur marks a new phase in economic cooperation, expanding the cooperation framework to include nine areas such as digital economy and green economy [4][6]. - Agricultural trade between China and ASEAN amounted to 51.3 billion USD in the first ten months of 2025, with a year-on-year growth of 8.9% [6]. Group 2: Infrastructure and Technology - Infrastructure projects like the China-Laos Railway and the Jakarta-Bandung High-Speed Railway are enhancing regional connectivity and facilitating economic activities [7]. - The establishment of the China-Laos Artificial Intelligence Innovation Cooperation Center signifies a shift towards digital economy collaboration, with increasing cooperation in areas like 5G and cross-border e-commerce [8]. Group 3: Regional Governance - China is enhancing people-to-people exchanges with initiatives like the "ASEAN Visa," promoting easier travel and cultural exchanges [9]. - In response to regional security challenges, China is facilitating cross-border crime cooperation and engaging in multilateral dialogues to maintain stability in the region [10]. Group 4: Future Outlook - The implementation of the China-ASEAN Comprehensive Strategic Partnership Action Plan (2026-2030) is expected to further deepen cooperation across various fields, with 2026 marking the fifth anniversary of the partnership [12].

Core Viewpoint - Guangdong's tourism and economic performance during the New Year holiday indicates a strong start for 2026, which is crucial for the province's role in national economic stability and growth [2][3]. Group 1: Economic Performance - During the 2026 New Year holiday, Guangdong received 17.875 million tourists, with a daily year-on-year growth of 34.8%, generating tourism revenue of 9.98 billion yuan, a daily year-on-year increase of 39.8% [2]. - In the first eleven months of 2025, Guangdong's industrial added value above designated size grew by 3.2% year-on-year, with manufacturing increasing by 3.4% and automotive manufacturing by 9.9% [3]. - The province has established nine trillion-yuan industrial clusters, with the AI core industry accounting for about one-third of the national total, and the digital economy ranking first in the country [3]. Group 2: Innovation and Technology - Guangdong's innovation capabilities are strong, with the "Shenzhen-Hong Kong-Guangzhou" innovation cluster ranking first globally in the innovation index according to the World Intellectual Property Organization [4]. - The province is focusing on new mechanisms for technology innovation transformation, enhancing the matching of innovative product supply and market demand [4]. - The launch of the world's first self-navigating mobile aquaculture platform in Zhuhai showcases Guangdong's advancements in integrating AI and robotics into traditional industries [5]. Group 3: Infrastructure and Logistics - Baiyun Airport's third-phase cargo facilities will support the construction of a national logistics hub, while Huizhou Airport has opened its first all-cargo route to enhance logistics efficiency for high-value industries [5]. - In 2025, Guangdong's airports handled over 180 million passengers, ranking first among all provinces, and Guangzhou Metro's total passenger volume exceeded 14 million on December 31, 2025, setting a new record [4]. Group 4: Future Outlook - Guangdong is in a transitional phase, moving from old to new economic drivers, which presents both challenges and opportunities for various industries [6]. - The province aims to implement a new round of high-quality development actions for key industrial chains, focusing on revitalizing traditional industries and accelerating the cultivation of new industries [6].

Group 1 - The core viewpoint of the articles emphasizes Guangdong's strong economic performance and its role in driving national growth, particularly in the context of the "14th Five-Year Plan" [1][6] - During the New Year's holiday in 2026, Guangdong received 17.875 million tourists, with a daily average year-on-year growth of 34.8%, generating tourism revenue of 9.98 billion yuan, a daily average year-on-year growth of 39.8% [1] - Guangdong's industrial output value increased by 3.2% year-on-year in the first eleven months of 2025, with manufacturing growing by 3.4% and automotive manufacturing by 9.9% [2] Group 2 - The province has established nine trillion-yuan industrial clusters, with the artificial intelligence core industry accounting for about one-third of the national total, and the digital economy ranking first in the country [2] - The Guangdong-Hong Kong-Macao Greater Bay Area is recognized as one of China's three major international innovation centers, with the "Shenzhen-Hong Kong-Guangzhou" innovation cluster ranking first globally in innovation index [3] - Guangdong's airport throughput exceeded 180 million passengers in 2025, ranking first among all provinces, and the Guangzhou Metro set a new record with over 14 million passengers on December 31, 2025 [3][4] Group 3 - The province is focusing on new technologies and industries, with notable performances in areas such as AI and robotics, exemplified by the world's first robot climbing challenge held in Guangzhou [4] - The "14th Five-Year Plan" suggests seizing the high ground in AI industry applications, indicating Guangdong's advantages in both industry and development potential [4] - Despite challenges such as complex global trade dynamics and the transition from old to new economic drivers, Guangdong is positioned to leverage these challenges into new opportunities [5]

Group 1: Economic Outlook - Morgan Stanley anticipates a more proactive fiscal policy in China for 2026, driven by the "14th Five-Year Plan" and supportive measures in fiscal and real estate policies [2] - UBS expects the Chinese stock market to continue its upward trend in 2026, with advanced manufacturing and technological self-reliance as new growth engines [3] - Nomura forecasts that the investment boom driven by artificial intelligence, along with supportive monetary and fiscal policies, will sustain strong global economic growth in 2026 [6] Group 2: Market Trends - Morgan Stanley highlights three positive changes boosting confidence: flexible policies, resilient enterprises in key sectors, and increased foreign investment interest in Chinese assets [2] - UBS notes that the technology sector, particularly in AI, is becoming a key driver of long-term profit growth, with the Hang Seng Tech Index expected to see a 37% increase in earnings per share by 2026 [3] - Goldman Sachs predicts gold prices will rise to $4,900 per ounce by December 2026, supported by central bank demand and a potential increase in personal investment in gold [4] Group 3: Sector-Specific Insights - Goldman Sachs identifies copper as a long-term favorite due to constrained supply and growing demand, maintaining a price forecast of $15,000 per ton by 2035 [4] - Nomura emphasizes that the AI-driven investment trend will continue to shape economic performance, despite challenges from reduced global cooperation and tight fiscal spaces [6]

Core Insights - Guangdong's tourism and cultural data indicate strong popularity, with 17.875 million visitors during the New Year holiday, a year-on-year increase of 34.8%, and tourism revenue reaching 9.98 billion yuan, up 39.8% year-on-year [2] - The province's economic performance in 2025 showed resilience, with industrial added value increasing by 3.2% year-on-year, and manufacturing growth at 3.4%, particularly in the automotive sector, which grew by 9.9% [3] - Guangdong has established nine trillion-yuan industrial clusters, with the AI core industry accounting for about one-third of the national total, and the digital economy leading the country [3] - The Guangdong-Hong Kong-Macao Greater Bay Area is recognized as a major international innovation center, with the "Shenzhen-Hong Kong-Guangzhou" innovation cluster ranking first globally in innovation index [4] - Guangdong's airport throughput exceeded 180 million passengers in 2025, leading the nation, and the province is enhancing logistics efficiency through new cargo routes and airport facilities [5] Economic Performance - In 2025, Guangdong's industrial added value increased by 3.2%, with manufacturing and high-tech products like drones and industrial robots showing double-digit growth [3] - The province's modern industrial system is stable, with traditional and emerging industries developing in coordination, supporting steady economic growth [3] Innovation and Technology - Guangdong is fostering a robust innovation ecosystem, with strong capabilities and willingness to innovate, particularly in AI and robotics [4][6] - The province is actively exploring new mechanisms for technology innovation and market demand matching, enhancing the conversion of innovation results into practical applications [4] Tourism and Cultural Impact - The tourism sector is a significant contributor to Guangdong's economy, with substantial visitor numbers and revenue during peak holiday periods, indicating a strong consumer base [2][5] - The province's cultural offerings are expected to diversify further, enhancing consumption structure and boosting domestic demand [5] Future Outlook - The 14th Five-Year Plan emphasizes the need for Guangdong to maintain momentum in economic growth and innovation, with a focus on high-quality development and the cultivation of new industries [6] - The province faces challenges in transitioning from old to new economic drivers, but this period also presents opportunities for growth and innovation [6]