"证券公司学习宣传贯彻党的二十届四中全会精神"系列报道 首创基石客户经理制度、构建"AI*(1+4+N)"数智财通创新体系、蝉联权益类基金10年期收益冠军、落地 多个全国首单科创债和ABS项目、实现港股上市独立保荐从0到1的突破、离岸基金管理规模创新高…… 回顾财通证券的发展历程，这一桩桩鲜活的资本实践，既是一部以客户为中心、以科技赋能破局立新的 奋进史，也是证券行业服务实体经济、助力经济高质量发展的生动实践。 "作为浙江唯一省直属券商，财通证券始终秉持'金融服务实体经济'根本宗旨，努力打造科创型、服务 型、平台型、变革型的'四型财通'，通过发挥专业优势，助力经济高质量发展。"财通证券党委书记、 董事长章启诚日前在接受中国证券报记者专访时说："财通证券牢记金融服务实体经济的初心使命，以 实绩数据彰显责任担当，持续为实体经济高质量发展和新质生产力培育提供有力金融支撑。" 潮平岸阔，正扬帆时。正值"十五五"昂扬启程的关键节点，面对新阶段的新要求，章启诚表示，财通证 券深入学习领会党的二十届四中全会精神，立足于服务国家战略和创新浙江建设的使命定位，秉持"金 融向新、融智未来"的美好愿景，将持续巩固和深化"四型财通" ...

2月12日，全市2025年度工作总结交流会暨2026年一季度"开门红"推进会举行。省委常委、市委书记盛阅春出席会议并强调，要深入学 习贯彻党的二十届四中全会精神和习近平总书记考察湖北重要讲话精神，认真落实省委、省政府部署要求，提振"四气"精神、强化比学赶 超，拼抢一季度、夺取"开门红"，确保"十五五"开好局、起好步。 市委副书记、市长熊征宇主持会议。市人大常委会主任胡立山、市政协主席杨智、市委副书记孟祥伟出席。 盛阅春指出，过去一年，全市上下牢记嘱托、感恩奋进，全力以赴稳增长、促转型、惠民生、防风险，圆满完成全年目标任务，实 现"十四五"胜利收官，科学谋划"十五五"规划，新质生产力加快壮大，城市功能品质明显提升，人民群众获得感不断增强，社会大局保持 平安稳定，风清气正的政治生态持续巩固，高质量发展和现代化建设呈现生机勃勃的新气象。成绩的取得，根本在于习近平总书记领航掌 舵，根本在于习近平新时代中国特色社会主义思想科学指引，是省委、省政府大力支持的结果，是全市上下精诚团结、同心奋斗的结果。 盛阅春指出，过去一年的工作充分说明，只要我们坚定信心、志存高远，小干部一定能够干成大事业；只要我们坚持解放思想、改革 创新 ...

Group 1 - The core viewpoint of the articles highlights the successful application of full-specification nickel-based steel in large LNG storage tanks, breaking foreign monopolies, and the significant energy consumption reduction of over 70% achieved through the ESP production technology [1][3][4] - The steel industry in Rizhao is rapidly advancing towards the high-end of the global value chain, driven by technological innovation, which is seen as the key variable for high-quality development [2][4] - A collaborative effort involving over a hundred personnel from management to frontline workers has led to breakthroughs in developing high-value-added products, addressing challenges such as deformation in ultra-thin steel plates [6][10] Group 2 - The digital transformation rate in Rizhao's steel industry has reached 97%, with over 90% of key processes being numerically controlled, showcasing a significant shift towards intelligent manufacturing [10][11] - The local government is actively supporting the steel industry's technological upgrades and environmental initiatives, including a carbon capture project that is nearing completion [9][12] - Environmental investments by steel companies in Rizhao have exceeded 15 billion yuan, resulting in substantial reductions in major pollutants since 2020, indicating a strong commitment to green transformation [13]

Core Viewpoint - The province's economy is showing a stable and improving trend with a focus on high-quality development and modernization, achieving a GDP growth of 5.1% in 2025, which is better than the national average [1] Economic Growth and Projections - The GDP is expected to grow around 5% in 2026, with fixed asset investment growth above the national average and public budget revenue increasing by 3% [1] - The average urban unemployment rate is projected to be around 5.5%, with a target of creating over 400,000 new urban jobs [1] Investment and Project Development - Emphasis on stabilizing economic growth by implementing the "14th Five-Year Plan" and addressing bottlenecks in enterprise development and project construction [2] - A focus on high-quality project construction with a target of 10% growth in industrial and manufacturing investments [3] Consumer Market and Services - Initiatives to boost consumer spending through promotional activities and subsidies, aiming for a 10% increase in online retail sales [5] - Development of new consumption models and enhancement of service consumption to create new growth points [4] Technological Development and Innovation - Support for technological self-reliance and innovation, with a goal of transferring 12,500 technology achievements and increasing the number of high-tech enterprises by over 10% [6] - Promotion of digital economy initiatives and the establishment of key industrial chains [6] Reform and Market Environment - Implementation of reforms to enhance the business environment and attract investment, with a target of 6% growth in actual use of foreign and domestic capital [7] - Focus on reducing market entry barriers and improving the management of development zones [7] Urban and Rural Development - Promotion of coordinated urban-rural development and enhancement of the economic layout, with a focus on creating green products and improving infrastructure [8] - Initiatives to support agricultural development and prevent poverty [8] Green Transformation - Commitment to green development and environmental protection, including actions to improve air and water quality and promote circular economy practices [9] - Implementation of carbon emission control measures and promotion of low-carbon technologies [9] Social Welfare and Employment - Actions to enhance employment opportunities and support vulnerable groups, including college graduates and migrant workers [10] - Implementation of policies to improve social security and healthcare services [10] Safety and Risk Management - Focus on establishing a new model for real estate development and managing financial risks to prevent systemic issues [11] - Strengthening safety production mechanisms and addressing environmental and social stability concerns [11]

Core Viewpoint - The economic growth targets for 2026 have been announced by all 31 provinces, with over 70% setting targets not lower than "around 5%". The targets reflect a more pragmatic and realistic approach, focusing on high-quality development while maintaining stability and progress [1][2]. Group 1: Economic Growth Targets - Tibet has the highest growth target set at "above 7%", continuing its trend of leading national growth for three consecutive years since 2023 [1] - Hainan's target is "around 6%", significantly higher than its actual growth of 4% in 2025 [1] - The majority of provinces, 11 in total, have set their targets at "around 5%", including major provinces like Beijing, Shanghai, and Henan [1] Group 2: Characteristics of Growth Targets - The growth targets are more pragmatic and realistic, reflecting a deepening commitment to high-quality development rather than a reduction in growth momentum [2] - Seven provinces have set range targets for the first time, allowing for greater flexibility in achieving better results in practice [2] - Economic powerhouses continue to play a crucial role, with nine major provinces maintaining growth targets in the "5" range, which aligns closely with their actual growth rates from 2025 [2] Group 3: Focus on High-Quality Development - There is a shift from merely pursuing GDP growth to emphasizing substantial and quality growth, aligning with national development strategies [3] - Provinces are focusing on expanding domestic demand, with specific initiatives to boost consumption in sectors like automobiles and electronics [3] - Investment strategies are becoming more targeted, with provinces like Jiangxi and Gansu emphasizing effective investment in key areas such as new productivity and urbanization [3] Group 4: Supply Optimization and Innovation - Provinces are promoting the integration of technological and industrial innovation, with a focus on nurturing new productivity tailored to local conditions [4] - Emerging industries such as new materials, renewable energy, and artificial intelligence are being prioritized for development [4] - Efforts to improve living standards are evident, with specific job creation and social service initiatives outlined by various provinces [4]

Macro and Strategy Research - The PPI year-on-year decline continues to narrow, with a January PPI decrease of 1.4% and a month-on-month increase of 0.4, indicating improvements in supply-demand structures in key sectors and rising prices in some industries due to international metal prices [4][7] - The CPI for January increased by 0.2% both year-on-year and month-on-month, with a marginal decline in the year-on-year growth rate attributed to high base effects from the previous year and falling energy prices [3][4] - The central bank's monetary policy report emphasizes continued implementation of a moderately loose monetary policy, focusing on stabilizing economic growth and reasonable price recovery, with no immediate expectations for rate cuts or reserve requirement ratio reductions [4] Industry Research - Significant capital expenditure growth is observed among overseas cloud vendors, with projected capital expenditures reaching $660 billion in 2026, a 60% increase from 2025, indicating strong demand for AI computing power [11] - The AI application sector is approaching a commercialization inflection point, with notable advancements in products like ByteDance's AI video generation model Seedance 2.0, which shows significant improvements in core metrics and is expected to enhance content production efficiency [11] - The computer industry saw a 1.72% increase in the week from February 5 to February 11, with all sub-sectors experiencing growth, highlighting a positive market trend [9]

回忆起当天见到总书记的情景，北京稻香村工作人员曹思源说："习近平总书记向北京市民、向全国各 族人民拜年，让我们倍感温暖。" 春暖中国，情系人民。 马年春节即将到来之际，习近平总书记在北京考察并看望慰问基层干部群众。"我特地来同大家一起'过 小年，迎新年'。"总书记强调，过年对老百姓来说是大事，各级党委和政府要切实抓好民生保障和安全 生产，确保广大人民群众开开心心、欢欢乐乐过好年。 党的十八大以来，新春佳节，习近平总书记一次次顶风冒雪、跋山涉水，来到人民群众中间。从塞外边 陲到革命老区，从城市社区到民族村寨，推开一扇扇百姓家门，问民生冷暖，听群众心声，送新春祝 福，同大家一道谋划未来发展。 总书记和我们在一起，感受人民江山的幸福年景，见证神州大地的万千气象，用一串串坚实的足迹，印 证"人民至上"的崇高追求，彰显"我将无我，不负人民"的永恒初心。 在一起，与人民心心相印 北京东城区隆福寺街区，张灯结彩，洋溢着浓郁的节日氛围。隆福大厦前，各式年货琳琅满目，市民游 客人头攒动。 2月10日，习近平总书记来到这里察看街区风貌，听取城市更新情况介绍。他走进一家稻香村糕点店， 了解糕点品类和特色，观看糕点现场制作，希望店主 ...

Core Viewpoint - The future industry has been elevated to an unprecedented strategic height, highlighting the country's emphasis on the layout of cutting-edge industries and long-term considerations [1] Group 1: Nature and Characteristics of Future Industries - Future industries are driven by cutting-edge technologies and are in the early stages of development or industrialization, characterized by strategic, leading, disruptive, and uncertain attributes [2] - There is a need to distinguish between "true future" and "pseudo-windfall" industries, as some current layouts lack core technological support and are essentially short-term speculative behaviors [2] Group 2: Key Considerations for Future Industries - Establishing a scientific judgment system is crucial, focusing on technology maturity, patent barriers, and conversion efficiency to assess the critical point from laboratory to industrialization [2] - Demand should be differentiated between genuine needs and pseudo-needs, concentrating on core scenarios that address pressing issues such as "bottleneck" problems and improving public service levels [2] Group 3: Strategic Approaches to Future Industries - Maintaining strategic determination is essential, as future industries cannot pursue short-term returns and must adapt to technological advancements and evolving social demands [3] - A dynamic adjustment mechanism should be established to continuously evaluate technological routes and market prospects while adhering to long-term directions [3] Group 4: Importance of Future Industries - Developing future industries is not only necessary for economic growth but also essential for achieving high-level technological self-reliance and building a modern industrial system [3] - The ability to seize the initiative in future industries will define future development, with a focus on both global technological frontiers and practical applications [4]

宁波积极发展绿色石化、临港工业、港航物流、海工装备制造、海洋新材料等领域，海洋经济发展 动能澎湃、活力迸发；国产首台套大型移动式旋筒风帆顺利交付，标志着我国船舶绿色节能技术取得重 要突破……一段时间以来，创新要素和社会资金向海洋新兴产业领域集聚态势明显，重点领域技术加快 突破、示范应用逐步增多，产业规模日益扩大。在全球产业格局深刻变革的背景下，壮大知识技术密 集、资源消耗少、成长潜力大、综合效益好的海洋新兴产业，是构建现代海洋产业体系的关键举措，更 是建设海洋强国、提升国际竞争力的必由之路。纵观我国海洋新兴产业的发展态势，三大特征日益凸 显，展现出蓬勃生机和巨大潜力。 创新驱动成效显著，带动新兴产业发展。近年来，我国持续加大海洋科技投入，突破了一批关键核 心技术。以深海科技为例，自被列为国家未来新兴产业发展重点以来，我国相继布局建设了"冷泉生态 系统研究装置"、国家海洋综合试验场(深海)等高能级科研平台，有效带动了深海装备制造、海底传感 器、海洋生物医药等一批新兴产业发展。 产业集群效应逐步显现，区域布局持续优化。沿海地区立足自身优势，培育形成了一批各具特色的 海洋产业集聚区。山东实施新一轮现代海洋产业行动计 ...

三是高质量发展导向更加突出。各地不再单纯追求GDP增速，而是更注重实实在在、不含水分的增 长，力求在质的有效提升上取得更大突破。纵观各地政府工作报告，工作部署与"十五五"规划建议、中 央经济工作会议的主线高度契合，共同勾勒高质量发展"施工图"。 扩大内需，重点是坚持惠民生和促消费、投资于物和投资于人紧密结合。山东提出，持续扩大汽 车、家电、数码和智能产品等消费。上海提出，发展首发经济、夜间经济、直播经济、银发经济，丰富 数字消费、悦己消费、邮轮消费供给。"情绪经济""青春经济""票根经济""国潮IP"等新词热词，被写入 多地政府工作报告。投资方面更强调精准、有效。江西提出，聚焦新质生产力、新型城镇化、人的全面 发展等重点领域谋划实施项目。甘肃提出，发挥政府投资带动作用，激发民间投资活力，增强市场主导 的有效投资增长动力。 优化供给，重点是推动科技创新和产业创新深度融合，因地制宜培育新质生产力。各地既前瞻布局 新兴赛道，又注重传统产业转型升级。浙江提出，支持新材料、新能源、集成电路、航空航天、低空经 济、生物医药、视觉健康等新兴产业集群发展，战略性新兴产业增加值占规上工业比重达到35%左右。 辽宁提出，推动深地 ...