Core Viewpoint - Despite weak fundamentals, iron ore prices have rebounded due to macroeconomic positive expectations, with short-term price resilience anticipated, while medium-term downward pressure remains due to oversupply concerns in 2026 [1][2][4] Supply and Demand Summary - The current iron ore market is characterized by increasing supply and decreasing demand, with port inventories continuing to accumulate. Global iron ore shipments have risen, reaching a year-to-date high with a year-on-year increase of 17.3% [1] - Daily average pig iron production from 247 steel mills has decreased by 1.16% week-on-week to 2.2655 million tons, marking a continuous five-week reduction and a year-on-year decline of 1.2%. Steel mills are cautious in purchasing imported iron ore, leading to a 1.2% decrease in inventory week-on-week and an 8.9% year-on-year reduction [1] - Port iron ore inventories have increased by 0.5% week-on-week to 155.1263 million tons, marking a four-week accumulation and a year-on-year increase of 3.6% [1] Price Movements - Despite weak fundamentals, iron ore prices have shown resilience, with the price of the most suitable delivery warehouse receipt rising by 10 yuan/ton to 796 yuan/ton, and the main iron ore futures contract increasing by 19.5 yuan/ton to 780 yuan/ton, narrowing the spot-futures spread from 22 yuan/ton to 16 yuan/ton [1] Policy and Economic Outlook - The recent rebound in iron ore prices is primarily driven by macroeconomic policy expectations, with the government planning to introduce more incremental policies in 2026 to boost consumption and stabilize investment [2] - The first quarter of 2026 is expected to exhibit a "good start" effect due to the commencement of the 14th Five-Year Plan, alongside potential seasonal weather disruptions affecting supply from the Southern Hemisphere [2] Demand Projections - China's crude steel demand is projected to decline by 1.5% year-on-year in 2026, with a significant drop in real estate-related steel consumption expected to decrease by 10.4% [3] - Non-real estate steel consumption is anticipated to decrease marginally by 2.0% due to reduced steel intensity in investment, despite potential increases in infrastructure and manufacturing investments [3] - Crude steel exports are expected to rise by approximately 1 million tons, reflecting a year-on-year increase of about 7.2% due to optimized export strategies and competitive pricing [3] Supply Projections - Global iron ore supply is expected to increase by approximately 56 million tons in 2026, marking the beginning of a loose supply cycle, with significant contributions from major mining companies [3] - The Simandou iron ore project in Guinea is expected to add about 20 million tons of supply, while major mining companies like Vale, Rio Tinto, BHP, and FMG are projected to contribute an additional 29 million tons collectively [3] Market Balance - The supply-demand balance indicates a projected decrease in China's iron ore demand by approximately 27 million tons, with a global oversupply of about 60 million tons expected in the maritime market [4] - Port prices for the most suitable delivery warehouse receipts may test the $85/ton threshold [4]

回望2025年，面对国内外形势的深刻复杂变化，四川全面落实党中央决策部署和习近平总书记对 四川工作系列重要指示精神，扎实抓好国家重大战略落地和省委发展战略实施，全面建设社会主 义现代化四川迈出新的坚实步伐。如今，四川经济运行回升向好态势不断巩固，新质生产力稳步 发展，动力活力更加强劲，区域发展更加协调，为"十五五"开局起步奠定了坚实的基础、积累了 充足的底气。但我们也要清醒认识到，发展不平衡不充分仍是四川最大省情，经济发展中老问题 与新挑战交织，巩固经济稳中向好势头压力不小。总体上看，四川经济韧性强、活力足、潜力大 的基本特征没有改变，国家宏观政策支持、战略使命赋予与自身坚实基础形成叠加优势，加之全 省党员干部在大战大考中锤炼的过硬作风和强大合力，只要我们始终在党中央坚强领导下，凝聚 起各级干部示范带动、全省人民勠力同心的磅礴力量，就没有迈不过的坎、闯不过的关。 "十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期，四川实现"十五五"良 好开局，对于确保与全国同步基本实现社会主义现代化具有决定性意义。 省委经济工作会议认真落实中央经济工作会议精神和省委十二届八次全会部署要求，全面总结 2025年 ...

省委经济工作会议召开 尹弘讲话 叶建春作总结讲话 宋福龙陈永奇出席 12月22日，省委经济工作会议在南昌召开，深入学习贯彻党的二十届四中全会和中央经济工作会议精神，深化落实习近平总书记考察江西重要讲话精神， 总结2025年经济工作，分析当前经济形势，部署2026年经济工作。 省委书记尹弘出席并讲话，省委副书记、省长叶建春作总结讲话。宋福龙、陈永奇、李伟、李红军、任珠峰、庄兆林、黄喜忠、时玉宝、陈敏、卢小青等 在职省领导出席会议。 尹弘指出，习近平总书记在中央经济工作会议上的重要讲话，以总揽全局的宏阔视野、洞察大势的远见卓识，全面总结今年经济工作，深刻分析当前经济 形势，系统部署明年经济社会发展主要目标任务，为做好明年和今后一个时期经济工作、推动"十五五"开好局起好步提供了根本遵循。我们要认真学习领 会中央经济工作会议精神，充分认识我国经济发展取得的重大成就，深入把握做好新形势下经济工作的规律性认识，精准吃透党中央确定的宏观政策取 向，牢牢抓住明年经济工作的重点任务，深刻领会加强党对经济工作全面领导的重要要求，坚决推动党中央决策部署在江西落地见效。 尹弘深入分析全省发展面临的形势。他指出，今年以来，在以习近平同 ...

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) will actively undertake major national technological tasks during the 14th Five-Year Plan period, focusing on breakthroughs in critical areas and weak links, particularly in sectors requiring significant investment and long cycles, where other enterprises lack willingness or capability [1][4] Group 1: Traditional Industry Transformation - Emphasis on the transformation and upgrading of traditional industries through a new round of digital transformation actions, integrating AI, big data, cloud computing, 5G, and IoT with traditional industries [2][5] - Continuous promotion of technological upgrades and large-scale equipment renewal, leading the implementation of carbon peak plans in key industries, enhancing resource recycling, and accelerating product iteration and upgrading [2][5] Group 2: Emerging and Future Industries - Focus on cultivating emerging and future industries through actions that highlight engineering and scenario-driven approaches, targeting sectors with substantial size, rapid growth, and promising prospects over the next five years [6] - Active development in key areas such as new energy, new energy vehicles, new materials, aerospace, low-altitude economy, and advanced planning in cutting-edge fields like quantum technology, embodied intelligence, biomanufacturing, green shipping, and 6G [6] Group 3: Investment and Financing System - Development of a specialized and market-oriented investment and financing system, leveraging state-owned capital investment and operation companies, and utilizing various financial tools to support strategic emerging industries [3][6] - Establishment of a comprehensive investment decision-making mechanism covering all stages from seed to growth, aiming to create a high-level state-owned capital operation platform to support the long-term and strategic capital needs of the real economy [3][6] - SASAC aims to deepen the reform of state-owned enterprises, focusing on enhancing core functions and competitiveness [3][6]

青年兴则国家兴，青年强则国家强。"十五五"的宏伟蓝图，需要青年一代接过奋斗的接力棒，以青春之 我、奋斗之我，为廊坊高质量发展注入新鲜血液，为中国式现代化贡献青春力量。在青春昂扬篇，廊坊 师范学院郭雅倩以《在平凡中书写不凡的青春答卷》为题，廊坊职业技术学院耿钇艺以《向下扎根 向 上生长——与廊坊共奋进的青春答卷》为题，燕京理工学院马帅以《耄心 青志 善途》为题，分别讲述 了青年一代的责任与担当。 这些宣讲故事通过"微言大义"的叙事方式，将宏大主题转化为可感可知的身边故事，展示出基层工作者 的责任与担当，并通过多元传播手段强化了理论教育的渗透力，为新征程凝聚了广泛共识与前行力量。 现场观众纷纷表示，将以此次理论微宣讲为契机，把感动化为行动，把感悟化为担当，在各自岗位上脚 踏实地、奋发进取，用实干实绩为廊坊高质量发展添砖加瓦。 （来源：廊坊日报） 转自：廊坊日报 本报讯（记者 马越）彰显时代风采，凝聚奋进力量。12月18日下午，由市委宣传部、市委讲师团精心 筹备的"做新征程上的奋斗者"理论微宣讲集中展示活动在廊坊师范学院举行。 历史回响凝聚奋进力量，时代新声续写奋斗华章。在抗战回响篇，来自廊坊市第八高级中学的孙思蒙 ...

Group 1 - The core viewpoint of the article emphasizes the significance of the Central Economic Work Conference scheduled for December 10-11, 2025, as a pivotal moment for China's economic planning [1] - The conference outlines "eight persistences," which serve as a comprehensive summary of specific tasks for 2026, forming a panoramic view of policy focus for the year [1] - Overall, it is projected that China's economy will continue to maintain a positive development trend characterized by stability and structural improvement in 2026 [1]

我眼中的"十五五" ·· - 00 : ▶ 0:00 / 4:18 · 添日 1) ...

中国劳动关系学院法学院党总支副书记、行政副院长邢茜表示，近年来，学院始终把牢思想引领"主引擎"，围绕 育人本位"强筋骨"，鼓励、支持大学生思政教育工作从"被动听讲"转变为"主动参与"，将价值引领、能力培养与 创新发展深度融合，为青年学子成长成才注入强大精神动力，书写铸魂育人新篇章。 "此次宣讲活动既是一场深刻的理论学习，也是一次有力的行动动员。下一步，学院将继续引领广大团员青年深学 细悟全会精神，坚定理想信念，厚植家国情怀，练就过硬本领，发扬奋斗精神，在奋进'十五五'、建功新征程中 贡献青春才智。"中国劳动关系学院法学院团总支书记原子煜说。 中国青年报客户端讯（通讯员 王泽远 中青在线记者 赵晓阳）近日，中国劳动关系学院举办第十六期中劳法学学 子养成论坛。 活动现场，中国高等教育学会马克思主义研究分会博士生宣讲团副团长、全国高校青年宣讲联盟金牌讲师喻伟围 绕准确把握"十五五"时期的重要地位，深刻领会"十五五"时期经济社会发展的指导方针和主要目标，全面理解"十 五五"时期经济社会发展的战略任务和重大举措等方面作了题为《保持战略定力，增强则胜信心》的主题宣讲，引 导广大青年学子自觉将党的创新理论内化于心、外化于行 ...

新形势下，高质量共建"一带一路"，可以从3个方面来理解和把握。 2026年是"十五五"开局之年，近日召开的中央经济工作会议明确了关于明年经济工作的思路、任务、 政策等，一系列重点工作与"十五五"规划建议的部署一脉相承。为更好帮助网友理解会议精神，新华网梳 理了会议提出的部分关键提法，一起来学习。 如何理解高质量共建"一带一路"？ 共建"一带一路"是我国改革开放后提出的第一个全球性、大规模、全方位国际经济合作倡议。 三是全面提升务实合作质效，推进重大标志性工程和"小而美"民生项目协同增效，完善产业链供应链 合作，提升中欧（亚）班列发展水平，拓展绿色发展、人工智能、数字经济、卫生健康、旅游、农业等领 域合作，发挥重大国际合作平台支撑作用。 延展阅读 四是统筹发展和安全，完善多元化、可持续、风险可控的投融资体系，加强风险防控和海外利益保 护，推进高质量共建"一带一路"行稳致远。（据《党的二十届四中全会〈建议〉学习辅导百问》） 策划：车玉明 第一，共建"一带一路"进入高质量发展的新阶段。10多年来，共建"一带一路"从中国倡议走向国际实 践，从"大写意"转向"工笔画"，在推进互联互通基础上拓展成为贸易和产业合作平台，成 ...

Core Viewpoint - The 7th "China's Invisible Champions" Longqing Forum emphasizes the importance of small and medium-sized enterprises (SMEs) in China's economic growth and their role in the "14th Five-Year Plan" period, focusing on financial strength and specialized development [1][5]. Group 1: Economic Growth and Strategy - SMEs must consider three major situations during the "14th Five-Year Plan" period: maintaining reasonable economic growth, expanding domestic demand, and implementing "dual carbon" controls [3][7]. - SMEs are crucial for stabilizing growth during the "14th Five-Year Plan" and should explore market opportunities through expanding domestic demand, promoting consumption, and optimizing supply [3][7]. Group 2: Specialized Development - The "specialized, refined, distinctive, and innovative" (专精特新) development has become a primary path for high-quality development of SMEs in China, supported by a comprehensive nurturing system [3][7]. - Among the "little giants," 88% are in the manufacturing sector, with over 80% located in strategic emerging industries. Additionally, 146 specialized and innovative SMEs have entered the global unicorn list, accounting for 43% of China's unicorn companies [3][7]. Group 3: Financial Services - Financial services are essential for SMEs, which are a vital part of the real economy, and there is an urgent need for high-quality financial support [3][7]. - Promoting a smooth circulation between industry and finance is a key method to address the financing difficulties faced by SMEs [3][7].