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把促进物价合理回升作为货币政策的重要考量!发改委,最新发声
Zheng Quan Shi Bao· 2026-01-20 06:32
Group 1 - The core viewpoint of the news is the emphasis on promoting a reasonable recovery of prices as a key goal of macroeconomic regulation in China, with a focus on structural adjustments and a combination of policies to stimulate economic growth and price recovery [2][3][4] - The National Development and Reform Commission (NDRC) plans to implement more proactive fiscal policies and moderately loose monetary policies, while also enhancing consumption through specific actions and income increase plans for urban and rural residents [2][5][9] - The NDRC is working on a series of significant high-tech industry projects during the 14th Five-Year Plan period, with expectations for the digital economy's added value to reach 49 trillion yuan by 2025, accounting for about 35% of GDP [4] Group 2 - The NDRC aims to standardize local economic promotion behaviors and address "involution" competition by shifting focus from price competition to value competition, enhancing market entry and exit mechanisms [3][6] - The NDRC is developing a list of actions that hinder the establishment of a unified national market and a list of encouraged and prohibited items for investment promotion, to clarify what local governments can and cannot do [6][7] - The NDRC emphasizes the need for coordination between reforms and various policies, including fiscal, monetary, consumption, investment, industrial, and innovation policies, to address intertwined economic issues [8][9] Group 3 - The NDRC is committed to enhancing the development of central and western regions, recognizing their potential as a significant force for stable economic growth, and will continue to promote strategies like the Western Development and Central Region Rise [10]
把促进物价合理回升作为货币政策的重要考量!发改委,最新发声
证券时报· 2026-01-20 06:31
Core Viewpoint - The article discusses the implementation of the central economic work conference's spirit and the measures to promote a good start for the "14th Five-Year Plan" [1] Group 1: Economic Policy and Price Control - The National Development and Reform Commission (NDRC) emphasizes the importance of promoting a reasonable recovery of prices as a key goal of macroeconomic regulation [2] - A more proactive fiscal policy and moderately loose monetary policy will be implemented to foster a positive interaction between economic growth and price recovery [2] - Structural policies will focus on boosting consumption, increasing urban and rural residents' income, and optimizing the implementation of "two new" policies [2][3] Group 2: Market Regulation and Competition - The NDRC aims to enhance market vitality by addressing "involution" competition and shifting from "price competition" to "value competition" [3] - There will be a focus on improving market access, fair competition, and capacity exit mechanisms to regulate prices in key industries [3] - The NDRC plans to standardize local economic promotion behaviors and strengthen the market's survival of the fittest mechanism [3] Group 3: High-Tech Industry Development - The NDRC is planning to advance several significant projects in high-tech industries during the "14th Five-Year Plan" period, with a focus on innovation and integration of technology, products, and talent [4] - By 2025, the digital economy's added value is expected to reach 49 trillion yuan, accounting for approximately 35% of GDP [4] Group 4: Policy Support and Reform - The NDRC is working on a plan to enhance the effectiveness of the "two new" policies by optimizing support ranges, subsidy standards, and implementation mechanisms [6] - There will be a focus on reducing investment thresholds for project applications and increasing support for small and medium-sized enterprises [6] - The NDRC will also develop a list of actions that hinder the construction of a unified national market and a list of encouraged and prohibited investment behaviors [7] Group 5: Coordination of Policies - The NDRC emphasizes the need for coordination between reform and various policies, including fiscal, financial, consumption, investment, industrial, and innovation policies [8] - The focus will be on enhancing the synergy between policy support and reform innovation to address intertwined cyclical, structural, and institutional issues in economic development [8] Group 6: Regional Development Strategies - The NDRC highlights the significant potential of the central and western regions in supporting stable economic growth [10] - The commission plans to continue promoting strategies for the western development and the rise of the central region, transforming potential advantages into economic benefits [10]
未来五年如何进一步扩内需?这场发布会给出了方向
Yang Shi Wang· 2026-01-20 06:01
Group 1 - The core viewpoint is that the Chinese government is focusing on expanding domestic demand and enhancing the domestic circulation of the economy as part of the 14th Five-Year Plan [3][5] - The National Development and Reform Commission (NDRC) plans to formulate an implementation plan for the strategy to expand domestic demand from 2026 to 2030, aiming to achieve mutual promotion between supply and demand and upgrade the economic cycle [3][5] - There will be a focus on high-tech industries with significant projects planned during the 14th Five-Year Plan period, including the establishment of a national-level merger and acquisition fund to support innovation and entrepreneurship [5] Group 2 - The "Two New" policy will be optimized in terms of support scope and subsidy standards, with efforts to lower investment thresholds for project applications and increase support for small and medium-sized enterprises [8] - A unified subsidy standard will be implemented nationwide for various consumer goods replacement programs, including automobile scrapping and replacement, as well as the exchange of old appliances for new ones [8] - The government aims to deepen the construction of a unified national market and address "involution" competition, shifting from price competition to value competition [10]
国家发改委谈物价如何合理回升:扩需求治内卷,理顺价格关系
Nan Fang Du Shi Bao· 2026-01-20 05:57
Core Viewpoint - The National Development and Reform Commission (NDRC) emphasizes the need for a balanced approach to manage prices, focusing on expanding demand and addressing internal competition to ensure a reasonable recovery of prices in the economy [1][3]. Group 1: Price Management Strategies - The NDRC plans to implement a series of regulatory and reform measures to promote a moderate recovery in prices, with a focus on maintaining stable prices for essential goods [3]. - The Consumer Price Index (CPI) has shown positive trends, with a 0.8% year-on-year increase in December, marking the highest level in nearly 34 months, while the core CPI has remained at a high of 1.2% for three consecutive months [3]. - The Producer Price Index (PPI) has seen a narrowing decline, with a year-on-year decrease of 1.9% in December, which is an improvement of 1.7 percentage points from its low earlier in the year [3]. Group 2: Policy Implementation - The government will adopt a more proactive fiscal policy and moderately loose monetary policy, considering the promotion of reasonable price recovery as a key aspect of monetary policy [4]. - There will be a focus on boosting consumption through specific actions and plans aimed at increasing income for urban and rural residents, alongside the implementation of major national strategies and safety capability enhancements [4]. - The NDRC aims to standardize market practices and enhance competition by addressing "involution" in competition and establishing a unified national market construction regulation [4].
国家发改委:正在研究制定城乡居民增收计划
Di Yi Cai Jing· 2026-01-20 05:14
Group 1 - The National Development and Reform Commission (NDRC) is formulating a strategic implementation plan for expanding domestic demand from 2026 to 2030, aiming to enhance consumer capacity and optimize supply [1][4] - The focus of macroeconomic policy this year is to strengthen the domestic circulation and comprehensively expand domestic demand, with innovative measures and resource guarantees to promote supply-demand interaction and cyclical upgrades [1][5] - The "Two New" policies are expected to play a significant role in stabilizing investment, expanding consumption, and improving people's livelihoods, with over 360 million people applying for subsidies under the program in 2025, driving retail sales growth [4][5] Group 2 - The NDRC emphasizes the need to advance the construction of a unified national market, enhancing market vitality and addressing "involution" competition by shifting from price competition to value competition [2] - There will be a focus on improving market access, fair competition, and capacity exit mechanisms, as well as regulating prices in key industries to foster a healthy market order [2] - The government aims to increase investment efficiency and promote both physical and human capital, with a commitment to optimizing government investment structures and increasing the proportion of investments in livelihood projects [5]
研究设立国家级并购基金、制定城乡居民增收计划!国家发展改革委最新发声
1月20日,国新办举行新闻发布会,介绍落实中央经济工作会议精神,推动"十五五"实现良好开局有关 情况,多位国家发展改革委有关负责人出席。 要点速览 研究制定出台2026年—2030年扩大内需战略实施方案 研究设立国家级并购基金,加强政府投资基金布局规划和投向指导 正谋划推进一批"十五五"时期的高技术产业标志性引领性重大工程 研究制定全国统一大市场建设条例,制定出台妨碍建设全国统一大市场事项清单、招商引资鼓励和禁止 事项清单 正在研究制定稳岗扩容提质行动和城乡居民增收计划 今年将推动实施服务业扩能提质行动 正在谋划一批高技术产业标志性引领性重大工程 国家发展改革委国民经济综合司司长周陈表示,展望2026年,我国经济结构将持续向"优"、发展动能持 续向"新"、整体发展态势持续向"好",新质生产力稳步发展,消费与投资、科技与产业、城乡与区域都 将释放出巨大的发展潜能。 周陈表示,新技术新产品新场景蔚然成势。新能源、新材料、航空航天、量子科技、生物制造、具身智 能等新的经济增长点正在蓄势待发。"人工智能+"行动正在为我国海量的场景优势赋能增效,人工智能 加速从数字世界走向物理世界,从说话变成做事,将带动高端制造、新兴 ...
重磅!国家发改委:正在研究制定城乡居民增收计划!
Zheng Quan Ri Bao Wang· 2026-01-20 04:15
会上,谈及2026年宏观政策将如何施策,国家发展改革委副主任王昌林表示,重点要做到"三个坚持": 1月20日,国新办举行新闻发布会,国家发展改革委有关负责人一同出席介绍落实中央经济工作会议精 神,推动"十五五"实现良好开局有关情况,并答记者问。 三是坚持把市场运行的调控点放在纵深推进全国统一大市场建设上,充分激发市场活力。重点是要综合 整治"内卷式"竞争,实现从卷价格向优价值转变。要完善市场准入、公平竞争、产能退出等机制,加强 产能调控,积极化解供大于求的阶段性矛盾。进一步细化地方招商引资鼓励和禁止事项边界,规范地方 经济促进行为。加强重点行业价格监管,依法依规治理企业低价无序竞争,形成优质优价、良性竞争的 市场秩序。大力实施质量品牌战略,引导破解"内卷式"竞争。 值得关注的是,围绕提振内需,国家发展改革委国民经济综合司司长周陈表示,提升消费者收入是提振 内需的重要方面。目前,正在研究制定稳岗扩容体制行动和城乡居民增收计划。 一是要坚持把宏观政策的发力点放在做强国内大循环上,全方位扩大国内需求。重点是要适应需求升级 的趋势,结合新一轮科技革命和产业变革的需要,研究制定出台2026—2030年扩大内需战略实施方 ...
把促进物价回升作为货币政策的重要考量!国家发改委最新发声
券商中国· 2026-01-20 04:13
Core Viewpoint - The Chinese government is focusing on implementing proactive fiscal and monetary policies to stimulate economic growth and price recovery, addressing the current imbalance between supply and demand in the economy [2][3][5]. Group 1: Economic Policies and Strategies - The National Development and Reform Commission (NDRC) plans to implement a more proactive fiscal policy and moderately loose monetary policy, emphasizing the importance of price recovery in monetary policy considerations [2]. - A strategic plan for expanding domestic demand from 2026 to 2030 is being developed to adapt to the upgrading of demand structure in China, aiming to create new demand through new supply [3]. - The NDRC is working on significant high-tech industry projects during the 14th Five-Year Plan period, with expectations for the digital economy's added value to reach 49 trillion yuan by 2025, accounting for approximately 35% of GDP [4]. Group 2: Economic Development Goals - By 2025, the main economic and social development goals are expected to be achieved, showcasing resilience in development and improved living standards [5]. - The urbanization rate is projected to reach 67.89% by the end of the year, an increase of 0.89 percentage points from the previous year [5]. Group 3: Policy Implementation and Support - The NDRC is enhancing the "Two New" policies, with an initial allocation of 62.5 billion yuan in special bonds to support these initiatives, aiming to lower investment thresholds for small and medium-sized enterprises [6][7]. - There will be a focus on standardizing local economic promotion behaviors and enhancing market competition mechanisms to ensure a dynamic balance in supply and demand [8][9]. Group 4: Market Regulation and Coordination - The NDRC is set to develop a list of actions that hinder the establishment of a unified national market and a list of encouraged and prohibited actions for investment promotion [10]. - There is an emphasis on coordinating reforms with fiscal, financial, consumption, investment, industrial, and innovation policies to address intertwined cyclical, structural, and institutional issues in the economy [11]. Group 5: Regional Development Initiatives - The NDRC is committed to advancing strategies for the development of the western regions and the rise of central regions, recognizing their potential to support stable economic growth [13][14].
新华时评:从“140万亿元”读懂中国经济发展大势
Xin Hua She· 2026-01-20 04:08
新华社北京1月19日电 经济总量跨越"140万亿元"关口!2025年中国经济成绩单1月19日发布。过去一 年,面对外部环境急剧变化、国内困难挑战增多的复杂严峻形势,中国经济依然保持5.0%的增长速 度,在主要经济体中名列前茅,这份成绩尤为可贵。"难"与"成"的对照中,显现中国经济高质量发展的 大势,蕴含乘风破浪勇往直前的密码。 保持定力、夯实根基,巩固"稳"的势头。尽管外部不利影响加深,我国坚持将发展放在自己力量的基点 上,以高质量发展的确定性应对外部环境急剧变化的不确定性。国内生产总值首次跃上140万亿元新台 阶,货物贸易规模再创新高,粮食产量连续两年稳在1.4万亿斤,制造业增加值连续16年居世界首 位……一系列政策扎实推进、有力托举,中国经济在风浪中稳住了发展底盘、巩固了发展根基。 主动求变、向新突破,积蓄"进"的动能。向改革要动力,全国统一大市场建设纵深推进,民营经济促进 法施行,综合整治"内卷式"竞争成效显现;向开放要活力,海南自由贸易港启动全岛封关运作,外资准 入负面清单不断缩减,免签"朋友圈"继续扩大;以创新谋发展,一批重大科研成果竞相涌现,创新指数 排名首次进入全球前十,新质生产力不断发展壮大… ...
国家发改委:将制定出台妨碍建设全国统一大市场事项清单和招商引资鼓励和禁止事项清单
Xin Lang Cai Jing· 2026-01-20 03:29
人民财讯1月20日电,1月20日,国新办举行新闻发布会,介绍落实中央经济工作会议精神,推动"十五 五"实现良好开局有关情况。 来源:证券时报 国家发改委体制改革综合司司长王任飞表示,今年中央经济工作会议把纵深推进全国统一大市场建设纳 入2016年经济工作的总体要求,进一步凸显了这项工作的重要性。下一步将研究制定全国统一大市场建 设条例,加强法治保障,同时将制定出台妨碍建设全国统一大市场事项清单和招商引资鼓励和禁止事项 清单,明确地方在促进经济发展时"哪些能做,哪些不能做"。 此外,还将完善有利于统一市场的统计财税考核制度,健全激励约束机制。 ...