夯实发展根基。构建新发展格局是适应我国发展新阶段形势、塑造国际合作和竞争新优势的必然要求。 当前我国不断加快构建新发展格局，国内大循环主体地位不断巩固、空间布局逐步优化，国内国际双循 环质量稳步提升，经济发展根基更加坚实，安全性稳定性进一步增强，展现出强大的活力、韧性和潜 力。2021年至2024年内需对经济增长的平均贡献率达到86.4%；货物贸易规模稳居全球第一，货物进出 口总额从2020年的32.2万亿元增加到2024年的43.8万亿元，年均增长8.0%。展望未来，要以国内大循环 为主体，建设强大国内市场，要更好联通国内市场和国际市场，更好利用国内国际两个市场两种资源。 要更加注重供需两端同时发力、协调配合，从畅通循环出发，把扩大内需战略同深化供给侧结构性改革 有机结合起来，形成需求牵引供给、供给创造需求的更高水平动态平衡。 汇聚发展合力。强大国内市场，是中国式现代化的战略依托。各地各部门要全力落实加快构建新发展格 局的战略部署，抓好贯彻落实，着力拓展增量、提升效益、畅通循环。拓展增量方面，要坚持惠民生和 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，保持投资合理增长，全方位扩大 国内需求 ...

绿色发展是高质量发展的鲜明底色。"十四五"期间，我省在习近平生态文明思想指引下，各地深入 践行"绿水青山就是金山银山"理念，美丽江苏建设取得积极成效，一幅人与自然和谐共生的现代化画卷 正徐徐展开。江苏的绿色发展之路，正迎来更加广阔的未来。"十五五"期间，我们要以碳达峰碳中和为 牵引，进一步协同推进降碳、减污、扩绿、增长，增强绿色发展动能。坚持先立后破，持续提高新能源 供给比重，推进化石能源安全可靠有序替代，加快构建清洁低碳能源体系。落实好碳排放双控制度，深 入实施节能降碳改造，大力发展绿色低碳产业，加快经济社会发展全面绿色转型。 作为经济大省，江苏将坚定信心、知重负重、主动作为，把中央要求转化为"施工图""任务书"，以 扎实的工作确保在高质量发展上继续走在前列，为谱写"强富美高"新江苏现代化建设新篇章不懈努力， 为全国大局作出新的更大贡献。 今年是"十四五"规划收官之年。这五年，是江苏发展极不平凡的五年，也是面对愈发复杂多变的国 际环境，坚定信心、稳中有进，高质量发展的五年。省委十四届十次全会强调要"坚定不移推动高质量 发展"，就是要以新发展理念引领发展，促进经济结构优化升级，推动经济实现质的有效提升和量的合 ...

Core Insights - The high-tech manufacturing industry in China has shown significant growth, with a year-on-year increase of 9.6% in value added for the first three quarters, particularly in smart drone manufacturing (59.9% growth) and smart vehicle equipment manufacturing (25.1% growth) [1] - Renewable energy sectors, including wind and solar power, have also experienced double-digit growth, with waste resource utilization increasing by 14.4%, indicating a strong push towards green and low-carbon transformation [1] - Final consumption expenditure contributed over 50% to economic growth, highlighting its role as a primary engine for economic expansion [1] Industry Developments - The Chinese economy is undergoing a profound transformation, with a focus on high-quality development and the establishment of a new development pattern that emphasizes domestic circulation [1] - The number of newly established foreign-invested enterprises increased by 14.7% year-on-year, reflecting foreign confidence in China's vast consumer market and innovation capabilities [1] - A series of macroeconomic policies have been implemented to stimulate domestic demand and enhance capital market activity, contributing to a stable economic environment [1] Social Impact - Employment strategies have been prioritized, with 10.57 million new urban jobs created in the first three quarters, alongside initiatives to improve living conditions and support rural revitalization [1] - Policies aimed at enhancing public welfare, such as free preschool education for approximately 12 million children, demonstrate a commitment to improving the quality of life for citizens [1] - The focus on inclusive growth and consumer spending is expected to further stimulate domestic demand and economic resilience [1]

Group 1 - High-quality development is the primary task for building a modern socialist country, with China focusing on delivering a more substantial economic performance by 2025 [2] - The Chinese economy is expected to continue its path of high-quality development, leveraging new development concepts to address external uncertainties [2][5] - Technological innovation is identified as the core driving force for high-quality development, with China entering the top ten in the global innovation index for the first time [5][9] Group 2 - The high-tech manufacturing sector showed a year-on-year increase of 9.6% in value added, with specific industries like smart drones and vehicle equipment experiencing growth rates of 59.9% and 25.1% respectively [7] - Renewable energy sectors, including wind and solar power, also reported double-digit growth in output, indicating a solid push towards green and low-carbon transformation [7] - Domestic consumption continues to be a significant driver of economic growth, contributing over 50% to the overall economic increase [7][9] Group 3 - The establishment of a unified national electricity market has facilitated cross-regional resource flow, enhancing the efficiency of energy distribution [10][11] - Reforms aimed at reducing market entry barriers have been implemented, with the negative list for market access shrinking from 117 to 106 items [13] - The number of newly established foreign-invested enterprises increased by 14.7% year-on-year, reflecting foreign confidence in China's market potential [16] Group 4 - The introduction of a national medical insurance imaging cloud platform has improved healthcare accessibility and efficiency for patients [17] - Employment strategies have led to the creation of 10.57 million new urban jobs in the first three quarters, demonstrating a commitment to improving living standards [18][20] - Policies aimed at enhancing education and human capital investment are seen as crucial for improving overall well-being and economic resilience [22]

Core Viewpoint - The article emphasizes the importance of the "15th Five-Year Plan" in promoting China's economic and social development, building a solid foundation for achieving socialist modernization, and ensuring high-quality development in the coming years [3][4]. Group 1: Achievements of the "14th Five-Year Plan" - The "14th Five-Year Plan" has led to significant achievements, with an average economic growth rate of 5.5% over the first four years, contributing approximately 30% to global economic growth [5]. - The total economic output is expected to reach around 140 trillion yuan this year, with high-tech manufacturing value-added growing at an annual rate of 9.2% [5]. - The plan has also seen improvements in employment, with over 12 million new urban jobs created annually, and a 5.5% annual increase in per capita disposable income [5]. Group 2: Development Environment for the "15th Five-Year Plan" - The "15th Five-Year Plan" will face complex changes in the development environment, including strategic opportunities and risks, necessitating a focus on consolidating advantages and addressing weaknesses [6][8]. - The global landscape is characterized by intensified great power competition, rising unilateralism, and challenges to international economic order, while economic globalization remains an unstoppable trend [7]. - China's economic foundation is strong, with significant market potential and a complete industrial system, although challenges such as unbalanced development and risks in key areas persist [8]. Group 3: Strategic Tasks for the "15th Five-Year Plan" - The article outlines key strategic tasks for the "15th Five-Year Plan," including promoting high-quality development, constructing a new development pattern, and advancing common prosperity [9][10]. - Emphasis is placed on building a modern industrial system, enhancing traditional industries, and fostering emerging sectors such as new energy and aerospace [10]. - The plan aims to strengthen domestic circulation while ensuring effective integration with international markets, enhancing the socialist market economy, and expanding high-level opening-up [11]. Group 4: Improving People's Livelihoods - The article stresses the importance of improving and safeguarding people's livelihoods, with a focus on increasing income distribution equity and enhancing social welfare systems [12]. - It highlights the need to address rural revitalization and regional development disparities, ensuring that agricultural productivity and quality are prioritized [12]. Group 5: National Security and Governance - Strengthening national security capabilities is a priority, focusing on food and energy security, risk management in key sectors, and enhancing public safety governance [13]. - The article advocates for a comprehensive approach to governance that aligns with the principles of socialism with Chinese characteristics [13]. Group 6: Leadership and Implementation - The article calls for strong leadership and active participation from all sectors of society in implementing the "15th Five-Year Plan," ensuring that the strategic goals are translated into actionable plans [14]. - It emphasizes the need for detailed planning and coordination to ensure the successful execution of the plan and the achievement of modernization goals [14].

Core Viewpoint - The article discusses the approval of the "Yangtze River Delta Land Spatial Planning (2023-2035)" by the State Council, emphasizing the need for systematic optimization of land space development and protection, infrastructure support, and coordinated planning implementation to promote sustainable development in the region [2][5]. Group 1: Planning Framework - The "Planning" serves as a national-level land spatial special plan, guiding spatial development and sustainable growth in the Yangtze River Delta, and is based on Xi Jinping's thoughts and the principles of the 20th National Congress of the Communist Party of China [2][3]. - The planning aims to integrate development and security, promote harmony between humans and nature, and support the construction of a world-class urban agglomeration [2][3]. Group 2: Safety and Environmental Protection - By 2035, the region's arable land must not be less than 16.148 million acres, with permanent basic farmland protection of at least 14.29 million acres, and ecological protection red line covering no less than 77,000 square kilometers [3]. - The plan includes identifying key areas for natural disaster risk prevention and establishing control lines for geological disasters and floods [3]. Group 3: Spatial Development Strategy - The plan emphasizes optimizing the spatial layout led by metropolitan areas, enhancing the integration of urban spaces, and supporting the construction of a world-class city cluster [4]. - It aims to strengthen cross-regional collaboration in technological and industrial innovation, ensuring the spatial needs of key innovation corridors and ecological economic belts are met [4]. Group 4: Implementation and Governance - The planning document is a comprehensive arrangement for land space protection, development, utilization, and restoration, requiring strict adherence and monitoring [5][6]. - Local governments are tasked with organizing leadership, clarifying responsibilities, and integrating the planning goals into local spatial planning systems [6].

近年来，中埃在经贸等各领域合作成果丰硕，双边关系持续深化。中国是埃及第一大贸易伙伴和进口来 源国，是对埃及制造业投资最活跃的国家之一。"对埃及来说，加强与中国的合作非常重要。作为企 业，我们希望在两国关系中发挥更积极的桥梁作用。"法塔拉表示，"中国经济韧性强，我对中国经济前 景充满信心。期待中国高质量发展带来更多机遇，进一步推动埃中高质量合作。" 《 人民日报 》（ 2025年12月04日 03 版） (责编：牛镛、岳弘彬) 总部位于埃及亚历山大的法塔拉集团成立于1948年。"我第一次去中国是在1998年。从那以后，我平均 每年去中国两次，每次停留三四周，到访了很多城市。"法塔拉对记者说。法塔拉集团长期进口中国优 质产品，旗下戈姆拉连锁批发超市受到当地消费者的喜爱，共在埃及开设了95家分店。戈姆拉还在中国 设立工厂，生产自有品牌产品。"中国工厂生产的产品质量好，且价格有竞争力。"法塔拉说。 法塔拉多次参加广交会、进博会等展会。他表示，这些展会是同世界贸易商交流的好机会，是中国搭建 的与世界共享发展机遇的重要平台，他从中感受到中国进一步推进高水平对外开放，加快构建新发展格 局的决心。"各国商界人士普遍看好中国市 ...

Group 1 - The core viewpoint of the article emphasizes the significance of Xi Jinping's economic thought in guiding China's modernization and achieving the second centenary goal of building a modern socialist country [2][3]. - The article outlines that "Chinese-style modernization" is a new theoretical achievement that addresses the major issues of what kind of socialist modernization to build and how to achieve it, reflecting a comprehensive and high-quality development across various fields [4]. - It highlights five key characteristics of Chinese-style modernization: modernization with a large population, common prosperity for all, coordination between material and spiritual civilization, harmony between humanity and nature, and a path of peaceful development [4]. Group 2 - The article states that the strategic goal of Xi Jinping's economic thought is to promote Chinese-style modernization, with high-quality development being the primary task in building a modern socialist country [5]. - It emphasizes the importance of a new quality of productivity as a representative innovative theory within Xi Jinping's economic thought, which focuses on technological innovation and the optimization of production factors [6][7]. - The necessity of accelerating the development of new quality productivity is presented as an inevitable choice for advancing Chinese-style modernization, forming a theoretical foundation for the new development concepts and high-quality development [8]. Group 3 - The article discusses the pathways to promote Chinese-style modernization through Xi Jinping's economic thought, emphasizing the need for comprehensive deepening of reforms to enhance the internal driving force of economic and social development [10]. - It outlines the importance of developing new quality productivity, with specific paths including strengthening technological innovation, investing in strategic emerging industries, and promoting the digital transformation of traditional industries [10][11]. - The construction of a high-level socialist market economy system is highlighted as essential, focusing on enhancing market efficiency and ensuring a fair and vibrant market environment while balancing government and market roles [11].

市 场 研 究 [Table_Title] 万联晨会 [Table_MeetReportDate] 2025 年 12 月 03 日 星期三 [Table_Summary] 概览 核心观点 【市场回顾】 周二 A 股三大股指全线收跌，上证指数下跌 0.42%，报 3897.71 点； 深证成指下跌 0.68%，报 13,056.70 点；创业板指下跌 0.69%，报 3071.15 点。A 股两市全天成交额 1.59 万亿元人民币，南向资金净买 入 41.01 亿港元。A 股两市个股超 3400 只个股下跌。申万行业方面， 石油石化、轻工制造及家用电器行业涨幅居前，传媒及有色金属行业 领跌；概念板块方面，福建自贸区及太赫兹概念指数涨幅居前，BC 电 池及 CRO 概念指数跌幅居前。恒生指数上涨 0.24%，恒生科技指数下 跌 0.37%；美国三大股指集体收涨，道指上涨 0.39%，报 47,474.46 点，标普 500 指数上涨 0.25%，报 6829.37 点，纳指上涨 0.59%，报 23,413.67 点。欧洲股市及亚太股市主要股指普遍上涨。 【重要新闻】 【国家发展改革委主任郑栅洁在《党建》杂志发 ...

新华网海南博鳌12月2日电（记者 王日晨）12月2日，2025企业家博鳌论坛系列活动在海南博鳌正式拉 开帷幕。 2025企业家博鳌论坛现场。新华网发 2025企业家博鳌论坛系列活动以"链接全球，引领未来：'十五五'新机遇"为主题，包括世界500强、中 国500强和行业领军企业家在内的各界嘉宾汇聚一堂，共话"十五五"发展新机遇，共探新发展格局下企 业发展的新路径、新作为。 论坛系列活动为期四天，除主论坛之外，还设置了新华网"国际看点"纵论天下特别年会、数智科技创新 发展大会、未来生活发展论坛暨美好人居论坛等三十多场平行论坛和海南自由贸易港推介、草原优品产 销对接会、优质文旅资源暨自驾游特色线路推介会、公益之约等二十多场配套活动。 2025企业家博鳌论坛系列活动由新华社品牌工作办公室、新华网、新华社海南分社主办。企业家博鳌论 坛自2016年创办以来，已成功举办九届，今年是第十届。 2025企业家博鳌论坛现场。新华网发 2025企业家博鳌论坛现场道旗。新华网发 2025企业家博鳌论坛指定用车。新华网发 2025企业家博鳌论坛主题"链接全球，引领未来：'十五五'新机遇"。新华网发 2025企业家博鳌论坛迎宾大门。新华 ...