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宏观政策维持宽松基调 为“十五五”开局奠定基础
Sou Hu Cai Jing· 2025-12-07 16:53
Group 1: Economic Outlook - The core viewpoint indicates that the macroeconomic policy for the fourth quarter maintains strategic consistency, focusing on precise efforts to stabilize economic growth while preparing for the "14th Five-Year Plan" [1][2] - The Chief Economist Confidence Index for December 2025 is reported at 50, indicating a weak recovery in the economy, with expectations for continued loose macro policies to support the upcoming "14th Five-Year Plan" [2][3] Group 2: Consumer and Investment Trends - The predicted growth rate for social retail sales in November is 3.09%, slightly higher than the previous month's 2.9%, driven by the "Double 11" shopping festival and a recovery in dining trends [5] - The forecast for fixed asset investment growth in November is -2.1%, indicating continued pressure from the real estate market and a decline in construction investment [7][8] Group 3: Industrial and Trade Performance - The predicted growth rate for industrial added value in November is 5.0%, showing a slight increase from the previous month's 4.9%, with improvements in manufacturing PMI indices [6] - The forecast for November's trade surplus is $999.87 billion, higher than the previous month's $900.7 billion, with expectations for both imports and exports to show positive growth [10] Group 4: Monetary and Fiscal Policy - The average prediction for new loans in November is 6,791 billion yuan, a significant increase from the previous month's 2,200 billion yuan, indicating a potential easing in credit conditions [11][12] - The monetary policy is expected to remain moderately loose, with potential for further interest rate cuts and structural tools to support economic growth [15][20] Group 5: Inflation and Price Trends - The predicted Consumer Price Index (CPI) growth for November is 0.72%, while the Producer Price Index (PPI) is forecasted at -2.05%, reflecting ongoing price pressures in the economy [3][4]
专访崔洪建:中法“新甲子”伊始,马克龙访华别具深意
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-07 10:50
(原标题:专访崔洪建:中法"新甲子"伊始,马克龙访华别具深意) 南方财经21世纪经济报道记者郑青亭、实习生陈俊康 北京报道 法国总统马克龙12月5日晚离开成都,结束了对中国为期3天的国事访问。这是马克龙任内的第四次访 华,也是对去年中法建交60周年之际中国领导人对法国进行历史性国事访问的回访。在国际形势风云变 幻之际,此访被视为一次具有深远意义的外交互动,为中欧关系乃至更广泛的大国合作提供了重要范 式。 据新华社报道,马克龙表示,法方欢迎中国企业更多赴法投资,愿提供公平、非歧视营商环境。法方致 力于推动欧中关系健康稳定发展,认为欧中应坚持对话合作,欧洲应实现战略自主。面对世界地缘形势 不稳、多边秩序受到冲击,法中合作更显重要,不可或缺。 据中国外交部消息,访问期间,两国元首共同见证签署核能、农食、教育、生态环境等领域多项合作文 件。双方就加强全球治理、合作应对全球气候和环境挑战、持续推进和平利用核能领域合作、农业和食 品交流与合作、乌克兰局势和巴勒斯坦局势发表了联合声明。 今年是中法关系"新甲子"开局之年,马克龙此时访华无疑具有重要意义。北京外国语大学欧盟与区域发 展研究中心主任崔洪建在接受21世纪经济报道记 ...
一个小镇,何以炼成超级IP
Mei Ri Jing Ji Xin Wen· 2025-12-07 06:59
这个超级IP究竟如何炼成?这座千年小镇又是如何影响中国的?前不久,世界互联网大会秘书长任贤良撰写的《何以乌镇:世界互联网大会纪事》出版, 从"局内人"的角度,首次系统梳理了乌镇峰会"前世今生"。书中既有宏大的历史脉络,又不乏生动鲜活的花絮细节,为我们抽丝剥茧,解答 "何以乌镇"。 《何以乌镇:世界互联网大会纪事》 任贤良 著 浙江人民出版社 每经记者|淡忠奎 每经编辑|刘艳美 乌镇的青石板下,埋着跳动的光纤。 翻开《何以乌镇》,这一意象挥之不去。一座枕水而眠的江南古镇,在互联网浪潮中逐渐苏醒,传统与现代激烈对撞,催生出中国互联网的乌镇坐标—— 世界互联网大会(乌镇峰会)的永久会址,中国互联网创新发展的缩影。 2014年,从提议到召开,首届乌镇峰会 "只用了不到两个月的时间"。这惊人之速,本身就是乌镇速度与千年沉淀的一场时空折叠。 自此,每年秋冬时节,互联网都会迎来"乌镇时间"。这座小镇也从初识网络,到发力数字经济,再到竞逐人工智能前沿,仿佛总是领先半步。今天的乌 镇,早已超越地理意义上的"会址",演进为一个定义行业趋势、引领场景创新的超级IP。 不在乌镇,就在前往乌镇的路上 "在乌镇西栅景区,撞到中国互联网界 ...
新思想引领新征程丨深入实施“东数西算”工程 加快构建全国一体化算力网
Yang Guang Wang· 2025-12-07 04:49
Core Insights - China is advancing its digital infrastructure with a focus on building a national integrated computing network, which has positioned the country as the second-largest in global computing capacity, creating new growth opportunities for the digital economy [1][2] Group 1: Digital Infrastructure Development - The "East Data West Computing" project has been fully launched during the 14th Five-Year Plan, aiming to optimize the layout of data centers by guiding computing demand from the east to the west [2][3] - The national data center cluster in Qinyang, Gansu, is one of ten planned clusters under the "East Data West Computing" initiative, with 100,000 standard racks established as of early December [1][2] Group 2: Industry Growth and Investment - The implementation of the "East Data West Computing" project has led to over 1 trillion yuan in social investment, accelerating the development of industries such as artificial intelligence, smart manufacturing, and telemedicine [3] - The computing capacity in China has been growing at an annual rate of 30% since the 14th Five-Year Plan, with the project establishing eight hub nodes and ten data center clusters across 14 provinces [3] Group 3: Green Development and Sustainability - The project promotes green development by utilizing renewable energy sources in the western regions, with wind and solar energy being converted into green electricity for data centers [2][3] - Inner Mongolia has developed a complete green computing industry chain, integrating manufacturing, computing center construction, and data applications [3]
城记 | 一周聚焦:2025年长三角百强企业榜单公布,民营经济和互联网经济成亮点
Xin Hua Cai Jing· 2025-12-07 03:30
Core Insights - The annual economic "barometer" for the Yangtze River Delta was released, showing robust regional economic performance with total revenue for the top 100 enterprises reaching 21.4 trillion yuan in 2024, a new historical record [1] - The number of enterprises with revenue exceeding 100 billion yuan increased to 82, indicating strong economic resilience and improving development quality [1] Group 1: Regional Distribution - Zhejiang leads the "Top 100 Enterprises in the Yangtze River Delta" with 41 companies, followed by Shanghai with 25, Jiangsu with 24, and Anhui with 10 [1] - In the "Top 100 Private Enterprises," Zhejiang stands out with 47 companies contributing 51.68% of total revenue, while Jiangsu, Shanghai, and Anhui have 30, 14, and 9 companies respectively [1] Group 2: Private Enterprises - Private enterprises achieved significant milestones with 54 companies, marking the first time they exceeded half of the total [2] - Their combined revenue reached 12.1 trillion yuan, accounting for 56.61% of the total, also a historical first [2] - The revenue growth rate for private enterprises was 9.51%, 1.9 times higher than the average for the top 100, showcasing strong vitality [2] Group 3: Internet Services - The internet services sector generated 2.1 trillion yuan in revenue, representing 9.79% of total revenue for the top 100, with a growth rate of 14.10% [3] - This sector's net profit reached 3.3757 trillion yuan, making up 32.95% of total net profit, with a growth rate of 49.30% [3] Group 4: Service Sector Performance - The top 100 service enterprises achieved a total revenue of 9.9 trillion yuan, a year-on-year increase of 4.45%, with net profit growing by 30.43% [3] - Leading companies like Alibaba, COSCO Shipping, China Pacific Insurance, Pinduoduo, and Meituan accounted for significant revenue and profit increases [4] Group 5: Manufacturing Sector Trends - The manufacturing sector showed structural differentiation, with emerging industries like integrated circuits and computers experiencing rapid growth [5] - Traditional automotive companies faced revenue growth but declining profits, while leading firms like Geely and Chery managed significant revenue and profit increases [5] - The petrochemical sector reached a record revenue of 3.3 trillion yuan, although overall profitability faced pressure [5] Group 6: Overall Economic Outlook - The 2025 Yangtze River Delta top enterprises list reflects dual progress in economic scale expansion and structural optimization, highlighting the vitality of the private economy and the leading role of the digital economy [5]
陈博彰在天心区宣讲党的二十届四中全会、省委十二届九次全会精神并开展调研
Chang Sha Wan Bao· 2025-12-07 03:02
Core Viewpoint - The article highlights the efforts of the municipal government in Changsha to promote economic and social development through urban renewal, cultural preservation, and the enhancement of new consumption sectors, emphasizing the importance of integrating various resources and ensuring public safety in education and food management [3][6]. Group 1: Urban Development and Cultural Preservation - The municipal government is focusing on urban organic renewal and the protection of historical culture in the Tianxin District, aiming to revitalize old neighborhoods while benefiting local residents [3]. - Emphasis is placed on planning guidance, cultural heritage preservation, and the integration of diverse new business formats to promote deep integration of culture, commerce, and tourism [3]. Group 2: New Consumption and Economic Growth - The establishment of the Changsha New Consumption Research Institute is noted as the first national platform focusing on new consumption, aiming to enhance data support and resource analysis to empower brand incubation and investment in the new consumption sector [3]. - The government aims to make new consumption a significant driver of economic growth in the city [3]. Group 3: Education and Food Safety - The government is committed to prioritizing education development and expanding quality educational resources to ensure public satisfaction [6]. - There is a strong focus on food safety management within schools, emphasizing a comprehensive approach to procurement, transportation, and meal distribution [6]. Group 4: Digital Economy Development - The government is actively promoting the development of the digital economy by enhancing the functionality of data markets and fostering collaborative efforts among provincial and municipal levels [6]. - Initiatives include improving public data accessibility and accelerating the establishment of data industry clusters to better serve the digital economy [6].
伦萨科技技术支持智客星球:消费型数字资产上链落地,开启社交电商新生态
Sou Hu Cai Jing· 2025-12-07 02:20
近日,国内领先的区块链技术服务商伦萨科技宣布与社交电商平台"智客星球"达成深度合作,凭借先进的区块链底层技术,为智客星球提供创新合规的消 费型数字资产上链发行全流程服务,助力其实现"消费即投资、数据即资产"的新型商业模式,推动社交电商行业迈入价值共享的新发展阶段。 作为专注于区块链技术应用落地的科技企业,伦萨科技始终以"技术赋能实体经济"为核心使命,在数字资产发行、区块链追溯、智能合约部署等领域拥有 成熟的技术方案和丰富的实践经验。此次与智客星球的合作,正是基于双方对"美好生活共享"理念的高度契合,以及对数字经济时代消费模式升级的共同 探索。 智客星球定位为"驱动美好生活共享平台",以"成就全球用户美好生活"为愿景,构建了"上游好品牌、下游好人群、中游好内容"的圈层社交电商生态,通 过选品算法、信用体系、内容云库、分账系统四大核心功能,赋能"美好生活推荐官"实现人生价值。随着数据资产财富时代的到来,智客星球创新性地提 出"让每一笔消费都能获得数据资产"的理念,用户通过平台消费即可获得对应数据凭证,分享平台成长价值,实现"消费越多、资产越增"的价值循环。而 这一模式的落地,亟需安全、透明、可追溯的区块链技术作为 ...
国务院国资委孙鹏:共筑数字新生态,国资央企引领数实融合发展
Guo Ji Jin Rong Bao· 2025-12-07 02:17
12月5日,2025数智科技生态大会——中国电信现代产业链焕新升级供应链大会暨AI+智慧监管生态合作论坛在广州召开,国务院国有资产监督管理委 员会规划发展局二级巡视员孙鹏出席论坛并致辞。 本次论坛聚焦数实深度融合与数字科技生态共建共享,紧扣AI创新应用与产业合作主题。借此机会,孙鹏提出三点倡议:一是以AI创新为引擎,赋能 产业高质量发展,持续提升数字经济技术与产品供给能力,把AI创新放在核心位置,加快通用大模型、行业大模型迭代优化,针对性解决产业企业解决研 发、生产、运营等各方面的难点痛点。 二是以链长建设为纽带,推动产业链融通协同。链长建设是构建现代化产业体系的关键抓手,中央企业要充分发挥龙头作用,加强与各类所有制的产业 链、供应链合作,促进产业链上中下游、大中小企业协同发展,特别是发挥好链长企业的融通带动作用,助力提升产业链供应链韧性和安全水平。 三是以构建产业生态为抓手,共建开放数字新优势。数字生态建设是一个整体性、系统性、长期性的工程,需要各方齐心协力、优势互补。中央企业要 加大数字科技领域投资合作,带头加强与商业伙伴工商共享,要结合粤港澳大湾区等重点区域优势,强化区域产业与资源联动,打造国际化数字合 ...
“机遇之港:中美商业交流早餐会”举办
Xin Hua She· 2025-12-06 21:50
Core Viewpoint - The event "Opportunities Harbor: China-US Business Exchange Breakfast" was co-hosted by the China Council for the Promotion of International Trade and the Oakland city government, emphasizing the importance of China-US cooperation in various sectors amid global economic challenges [1]. Group 1: China-US Cooperation - The President of the China Council for the Promotion of International Trade, Ren Hongbin, stated that China is committed to high-quality development and expanding high-level opening-up, which will provide ample opportunities for business cooperation with countries including the US [1]. - Oakland's Mayor, Barbara Lee, highlighted Oakland as a vibrant port city and an important trade gateway on the US West Coast, with a long-standing economic relationship with China [1]. Group 2: Areas of Collaboration - The event focused on enhancing cooperation in green technology, port logistics, clean energy, digital economy, and cultural tourism and education between US and Chinese enterprises [1]. - American business representatives expressed a desire to strengthen direct communication with Chinese companies, industry associations, and local governments through platforms like the Chain Expo, aiming to promote more collaborative projects in technology innovation and mutual benefits [1][2].
马克龙访华的深意
Guo Ji Jin Rong Bao· 2025-12-06 13:34
Group 1 - Macron's visit to China is significant, marking a crucial moment for Sino-French relations and EU-China interactions amid global instability [2][10] - The visit includes a delegation of over 80 members, highlighting France's emphasis on strengthening bilateral ties across various sectors, including economy, technology, and culture [6][7] - Key discussions during the visit focus on global governance, climate cooperation, nuclear energy, agriculture, and geopolitical issues such as the Ukraine crisis [2][12] Group 2 - France aims to enhance investment and innovation cooperation with China, recognizing China's advanced technologies and potential for collaboration [13][14] - The two countries are set to sign multiple cooperation agreements in areas like nuclear energy, agriculture, and education, reflecting a commitment to deepening practical cooperation [4][14] - The visit is seen as an opportunity for French companies to explore new market opportunities in China, especially ahead of China's upcoming 14th Five-Year Plan [13][14]