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黄付生 :从旧基建转向新基建,头部科技型企业投资地位举足轻重
通过梳理,最核心的资本市场上包括在一级市场上,产业上讨论最多、最热烈的无论是人工智能、固态电池、低空航天,包括机器人大概在2028年前后都应 该大规模的商业化应用,我们现在看到很多东西,无论是机器人、人工智能都还没有实现很好的商业化应用,在"十五五"期间,2028年前后都能够商业化应 用。所以,国家也提出了八大硬科技的方向,包括人工智能与算力、脑科学与脑机接口、航空航天、生物医药、可控核聚变、量子科技、集成电路以及碳中 和绿色技术。 "十五五"期间隐藏的主线还是反内卷和全国统一大市场,未来五年核心是建立现代化的产业体系。这几年中国经济能够维持比较好的状况的增长核心在于高 端制造业、工业产值快速增加,出口一直是超预期的,中国的产业在全球竞争力是在持续增加的。未来中国从传统的旧基建转向新基建的投资,以前是新能 源,现在是数据中心建设,但是这些是没有办法通过像以前旧基建式的完全靠地方政府的投资推动的,需要靠科技企业投资进来,未来中国互联网的大厂、 中国科技新质生产力的投资也是靠头部科技型企业。 黄付生表示,党的二十届四中全会审议通过了《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》。从中央到地方,各地企 ...
前11个月工业利润延续增长态势,装备制造业拉动作用最强
Xin Lang Cai Jing· 2025-12-27 02:05
记者 辛圆 国家统计局周六发布数据显示,1-11月,规模以上工业利润同比增长0.1%,涨幅较前10个月回落1.8个 百分点,但仍延续8月以来的增长态势。11月份,规模以上工业企业利润同比下降13.1%,降幅较10月 扩大7.6个百分点。 国家统计局工业司首席统计师于卫宁解读称,总体看,规模以上工业企业利润延续增长态势,工业新动 能的支撑作用进一步显现。但也要看到,国际环境不稳定不确定因素较多、工业新旧动能转换仍面临结 构调整压力,工业企业效益恢复基础还需继续巩固。 分三大门类看,1-11月份,采矿业实现利润总额7896.3亿元,同比下降27.2%,降幅较前10个月收窄0.6 个百分点;制造业实现利润总额50317.9亿元,增长5.0%,涨幅较前10个月回落2.7个百分点;电力、热 力、燃气及水生产和供应业实现利润总额8054.4亿元,增长8.4%,涨幅较前10个月回落1.1个百分点。 统计数据显示,1-11月份,规模以上装备制造业利润同比增长7.7%,拉动全部规模以上工业企业利润增 长2.8个百分点,是对规模以上工业企业利润增长拉动作用最强的板块。 从行业看,装备制造业的8个大类行业中有7个行业利润实现同比增 ...
找准定位变身“循环枢纽”
Jing Ji Ri Bao· 2025-12-27 00:34
Core Viewpoint - The establishment of a unified national market is a significant initiative for constructing a new development pattern and promoting high-quality development, with Zhengzhou playing a crucial role as a key hub in this process [1]. Group 1: Hard and Soft Connectivity - Zhengzhou Airport has become a comprehensive cargo distribution center, achieving seamless connections between air, rail, metro, and road transport, with a cargo volume exceeding 820,000 tons in 2025, a 24% increase from the previous year [2]. - The logistics efficiency revolution includes the completion of new highways, increasing Zhengzhou's total highway mileage to 660 kilometers by the end of 2025, and the successful launch of four "iron-sea direct transport" routes, achieving a 20% increase in container transport [2]. - The integration of transportation and postal services has reduced logistics costs from 18% to below 12% of the total value of goods shipped from Zhengzhou to the Yangtze River Delta [3]. Group 2: Digital Empowerment - Zhengzhou is implementing a digital reform in the bidding and tendering sector to enhance market environment quality, aiming for a more efficient and transparent process [7]. - The city has streamlined the enterprise migration process, reducing the time from 21 days to under 6 days, improving efficiency by 80% [8]. - The "Zhenghao Rong" platform has provided credit support of 200 million yuan to small and medium-sized enterprises, with a total service reach of 1.1194 million enterprises and a credit scale of 99.469 billion yuan [9]. Group 3: Market-oriented Reforms - Zhengzhou has been designated as one of the national pilot cities for comprehensive market-oriented resource allocation reforms, with a focus on breaking down barriers to free flow and efficient allocation of resources [11]. - The city has implemented a "standard land" transfer policy for industrial land, resulting in the supply of over 34,000 acres of land [12]. - Zhengzhou's data resource transaction volume reached 4.877 billion yuan in 2025, positioning it among the top in the nation [12]. Group 4: Open Economy and Trade - Zhengzhou's foreign trade import and export volume reached 508.58 billion yuan in the first ten months of 2025, an 18% increase year-on-year [14]. - The city has established a cross-border e-commerce base, facilitating rapid delivery of goods, such as salmon, to local consumers within 24 hours [13]. - The cultural and tourism sectors are thriving, with over 820 micro-short film production companies and more than 30,000 employees, making Zhengzhou a key player in this industry [15].
时代新韵扮靓“老家河南”
He Nan Ri Bao· 2025-12-26 23:21
"老家河南"从来都不缺少历史的厚重感。二里头夏都遗址、安阳殷墟遗址、郑州商城遗址……河南的古 代聚落、都城遗址、帝王陵寝等大遗址分布密度令世人瞩目,数量总和居全国首位,成为探寻中华文明 主根脉的核心区域。文化是旅游的灵魂,旅游是文化的载体。纵深推进文旅文创融合发展,让文 物"活"起来、文化"潮"起来、文旅"热"起来,"老家河南"焕发出光彩夺目的时代新韵。 日前,由文化和旅游部主办的2025中国国际旅游交易会在海南省海口市举办,在河南展馆内,省文化和 旅游厅以"行走河南·读懂中国"为主题,集中展示河南精品旅游资源与产品,不仅展现了龙门石窟、安 阳殷墟等世界文化遗产的深厚底蕴,而且通过潮玩演艺、文创产品等呈现了"老家河南"的时代新韵。 今日之河南,"文博热"火爆,"文化风"劲吹。省委经济工作会议要求"加快把文旅产业培育成为支柱产 业",进一步明确了文旅产业在河南发展全局中的重要地位。 特色产业是特殊的文化载体,也是强劲的发展引擎。"文旅+百业""百业+文旅",文旅融合需要在"融"字 上做文章,在产业上谋突破。用好文化讲述好故事,让好产业成为好风景,就能以"文旅+"新形式,实 现一业兴、百业旺。推动文旅发展要素在区 ...
21评论丨发挥引导基金带动作用,激活创新链条
Xin Lang Cai Jing· 2025-12-26 19:59
Core Viewpoint - The establishment of the National Venture Capital Guidance Fund marks a strategic initiative to support the construction of a modern industrial system and foster an autonomous innovation capital chain amid increasing international technological competition [1][2]. Group 1: Strategic Significance - The National Venture Capital Guidance Fund aims to inject confidence into the market by signaling long-term governmental support for innovation and entrepreneurship [2]. - It addresses market failures by providing initial funding for high-risk, long-cycle original technology projects, filling the gap left by market capital [2]. - The fund is designed to create an innovation network that promotes collaboration among various market entities, facilitating the flow of capital, knowledge, and management experience [2]. Group 2: Regional Fund Structure - The simultaneous establishment of three regional funds in Beijing-Tianjin-Hebei, the Yangtze River Delta, and the Guangdong-Hong Kong-Macao Greater Bay Area represents a strategic allocation of resources based on national priorities [2][3]. - Each region specializes in different aspects of innovation: Beijing-Tianjin-Hebei focuses on original innovation, the Yangtze River Delta excels in engineering and industrialization, and the Greater Bay Area is known for application and business model innovation [3]. - This structured approach aims to shorten the time it takes for technological achievements to transition from laboratories to market applications, contributing to the establishment of a unified national market [3]. Group 3: Long-term Investment and Risk Sharing - The 14th Five-Year Plan emphasizes the importance of building a modern industrial system and outlines strategic areas for future investment, including quantum technology and biomanufacturing, which require long-term funding and risk-sharing mechanisms [4][5]. - The National Venture Capital Guidance Fund is positioned as a key vehicle for this risk-sharing mechanism, particularly in critical technology sectors facing external pressures [5]. - The fund seeks to explore innovative institutional reforms to balance the acceptance of failure with the prevention of moral hazards, ensuring that investment decisions respect professional judgments while meeting policy objectives [5].
专访邢自强:从投资于物到投资于人,持续撬动消费市场
21世纪经济报道· 2025-12-26 04:16
Core Viewpoint - The future of the Chinese economy lies in achieving a dual focus on "starry sea" innovation and "daily necessities" improvement, emphasizing the need for collaboration between technological self-reliance and enhancing people's livelihoods [1][4]. Group 1: Dual-Driven Approach - The "starry sea" represents future-oriented innovation leveraging China's industrial chain, engineer advantages, and market policies, while the "daily necessities" focus on improving livelihoods and boosting domestic demand [4][5]. - The "15th Five-Year Plan" aims to significantly increase the household consumption rate, reflecting the strategic importance of balancing innovation and consumption [5]. Group 2: Capital Market Role - The capital market should support both innovation and consumption, enhancing residents' consumption capacity and promoting a sustainable innovation ecosystem [6][7]. - A robust domestic demand market can provide fertile ground for technological innovation and stable profit sources, fostering a virtuous cycle of investment and returns [7]. Group 3: Market Confidence Recovery - Since September 2024, market confidence has been recovering due to a threefold awakening in policy, enterprise resilience, and capital dynamics [9]. - Policy reforms have included expansionary fiscal measures and support for consumption, signaling a commitment to development alongside security [9][10]. Group 4: Structural Reforms - Key reforms during the "15th Five-Year Plan" include deepening the construction of a unified national market and substantial social security reforms to enhance consumer potential [10][11]. - Increasing the basic pension for farmers and migrant workers could raise household consumption's share of GDP from under 40% to around 45% by 2030, creating a $10 trillion consumption market [11]. Group 5: Fiscal Transformation - The shift from "investment in material" to "investment in people" is crucial for addressing structural issues of high savings and low consumption [13][14]. - The strategy involves increasing the proportion of state-owned capital transferred to social security funds and reallocating fiscal resources from infrastructure to social welfare [14]. Group 6: Real Estate Market Stability - To stabilize the real estate market, strategies include purchasing unsold properties for affordable housing, restructuring debts of key real estate firms, and providing interest subsidies on mortgages to alleviate buyer burdens [15].
河南省发展和改革工作会议在郑州召开
Zhong Guo Fa Zhan Wang· 2025-12-26 03:37
会议强调,新的一年,全省发展改革系统要进一步增强使命感、责任感,深入践行"两个维护",扛牢全 面从严治党主体责任,持续提升能力本领和工作效能,始终保持坚韧不拔、奋发有为的精神状态,在省 委、省政府的坚强领导下,牢记嘱托、埋头苦干、砥砺奋进,努力在奋力谱写中原大地推进中国式现代 化新篇章中彰显发改担当、展现发改作为、作出发改贡献。 河南省发展改革委在郑委领导,三总师,省能源局、省数据局副局长,驻委纪检监察组负责同志,各处 室(局)负责同志,各委属单位主要负责同志,各省辖市发展改革委、济源示范区发改统计局、航空港区 发展统计局主要负责同志参加会议,省有关单位和部分中央驻豫单位、中央驻豫企业相关部门负责同 志,以及委离退休老干部代表受邀参会。 会议指出,一年来,全省发展改革系统坚持以习近平新时代中国特色社会主义思想为指导,全面贯彻党 的二十大和二十届历次全会精神,深入学习贯彻习近平总书记在河南考察时重要讲话精神和关于河南工 作的重要论述,不折不扣落实省委、省政府决策部署,聚焦"1+2+4+N"目标任务体系,坚持抓扭提用 力、逆跨顺用策、准实效用心,围绕中心、前瞻谋划,主动担当、狠抓落实,推动融入服务全国统一大 市场 ...
奋勇争先,决战决胜“十四五”|全国统一大市场建设向纵深推进
Ren Min Ri Bao· 2025-12-26 03:17
人民日报记者 林丽鹂 杨文明 姚雪青 破除地方保护和市场分割,鼓励利益共享。 "仅用3个多月,全自动净化车间就落地了。这在过去至少需要9个月。"麦仆科技(上海)有限公司 董事长邓润华介绍了今年在云南大理白族自治州弥渡县项目投产的经历。 上海企业去云南,会不会影响上海的经济发展?"'沪滇协作'不是此消彼长,而是共同做大蛋 糕。"奉贤区援滇干部顾壹壹介绍,云南16个州(市)和上海16个区建立"16+16"重点园区合作共建机 制。今年6月,云南发布《关于建立利益共享机制加快推进园区协作发展的通知》,支持各地发展共建 协作、飞地经济等模式,明确合作双方政府间的财税利益、经济指标可共享。 放眼全国,湖南建立利益分享机制,加快推进"飞地园区"发展;安徽五河县与江苏泗洪县共建省际 毗邻区新型功能区,地理交界处变"合作高地";全国首只跨省域财税分享基金——长三角生态绿色一体 化发展示范区投资基金正式登记设立,其产生的地方级财税收入将由上海青浦区、江苏苏州吴江区、浙 江嘉兴嘉善县"两区一县"按同等比例分享。 习近平总书记指出:"建设全国统一大市场,不仅是构建新发展格局、推动高质量发展的需要,而 且是赢得国际竞争主动权的需要。" ...
多地松绑网约车驾驶员户籍限制 专家:户籍限制可能形成劳动就业歧视
Xin Hua Wang· 2025-12-25 23:56
近日,四川省成都市交通运输局发布公告,向社会公开征求《成都市网络预约出租汽车经营服务管 理实施细则(征求意见稿)》意见建议,其中,从事网约车服务的驾驶员,不再要求"具有成都市户籍 或成都市居住证"。 《法治日报》记者通过梳理及采访发现,近年来,已有多地取消或正在探索取消从事网约车服务的 驾驶员户籍限制。但也有一些城市仍然要求从事网约车服务的驾驶员需要本市户籍或者居住证明。 接受《法治日报》记者采访的专家认为,在这背后,是国家推动的"便捷、灵活的新就业形态"与部 分城市"严格的人口与交通管制政策"之间的冲突,导致一定数量非本地户籍驾驶员选择"无证运营",加 大市场监管难度,也不利于保障网约车驾驶员与乘客的权益。 部分驾驶员不合规 今年50多岁的陈先生是河北人,以每月5000元的价格租赁一辆北京牌照的新能源汽车,在北京从事 网约车服务已经一年多。 对从事网约车服务的驾驶员有户籍要求的城市并非只有北京。例如,根据《济南市网络预约出租汽 车经营服务管理实施细则》,申请从事网约车服务的驾驶员,应当"具有本市户籍、本市有效居住证、 在本市办理居住登记或者身份信息登记"。 北京交通大学北京综合交通发展研究院教授郑翔认为,一 ...
2026年全省发展改革重点任务圈定 八个着力点推动经济量质齐升
He Nan Ri Bao· 2025-12-25 23:43
一是纵深推进融入服务全国统一大市场。全面落实"五统一、一开放"基本要求,接续实施年度重点事项 攻坚,破除市场循环卡点堵点,加力建设全国统一大市场循环枢纽和国内国际市场双循环支点。二是深 入挖掘投资和消费有效需求潜力。争足用好政策性资金,抓实抓细项目建设,挖掘培育消费新增长点, 提升经济持续增长的内生动力和可靠性。三是着力构建现代化产业体系。统筹抓好传统产业转型升级、 新兴产业发展壮大、未来产业前瞻布局,开展服务业扩能提质行动,激活数智赋能引擎,发挥场景牵引 作用,深化产业园区改革。四是进一步深化改革扩大开放。加快营造一流营商环境,促进民营经济高质 量发展,深化重点领域价格改革,稳步拓展双向投资合作空间,持续深化国内区域合作。五是促进区域 协调和城乡融合发展。着力构建"一主两副、一圈两带、四域多点"城镇发展格局,落实乡村振兴重点任 务。六是稳步提升基础设施支撑能力。持续完善"空铁公水"立体交通网络,加快建设新型能源体系,推 进建设现代水网体系,完善数字基础设施体系。七是加快经济社会发展全面绿色转型。深入实施碳达峰 行动,加强重点流域生态保护治理,助力打好污染防治攻坚战。八是持续加大保障和改善民生力度。全 力稳住 ...