抓投资，是政府抓经济最直接、最有效的手段。 离2026年农历新年只剩下一周，2月9日上午，东莞召开2026年全市"投资强基 实干兴莞"动员部署大 会。会上提到，在岁末年初的关键节点，东莞专门召开这场动员部署大会，就是因为今年的投资工作十 分重要，称"要以开局即决战、起步即冲刺的姿态，顺利完成全年投资目标"。 会议指出，"三驾马车"中，只有固投相对最可控。今天的固投总量和结构，决定未来的产业结构、创新 体系、基础设施、民生福祉，决定东莞发展的质量和速度。 这场针对"抓投资"召开的高规格会议，东莞市有关领导，市委、市政府秘书长和相关副秘书长；市直正 处级以上单位主要负责同志；各园区、镇（街道）党政主要负责同志和分管投资、城建工作的负责同 志；相关国企、金融机构主要负责同志，以及相关重大项目参建单位代表600多人参加了会议。 "投资强基、实干兴莞"这八个字，将是东莞2026年要拼经济的行动纲领，东莞全市上下又将掀起一场抓 项目、促投资的热潮。那么这场会上到底透露了哪些关键信号？对东莞又意味着什么？ 1 承认差距、挖掘潜力 第四笔是"空间账"。过去几年，全市大力实施空间革命，已完成4个2000亩以上、3个700亩以上 ...

为深入贯彻落实党的二十届四中全会精神，强化党建引领作用，持续推进"有引领、有担当、有温度、 有效能"的"四有"政务服务建设，特推出"政"好有故事系列案例精编。本系列精选各分局、处室及委属 单位在实践中的典型做法，聚焦党建赋能、改革创新、暖心服务、项目保障等重点方向，集中展现规自 系统在深化"放管服"改革、优化营商环境、服务高质量发展方面的积极探索与务实成效。本系列将持续 致力于讲好"政务服务"的生动故事，传递"为民服务"的温度，彰显"实干担当"的规自力量，推动形成示 范引领、比学赶超的良好氛围，让政务服务更有力度、更有情怀。 在北京市平谷区滨河街道的东北角，一片曾经沉寂的腾退空间正在发生深刻变革。总面积约12.2公顷的 区域，通过系统性的城市更新实践，实现了从"闲置低效"到"功能复合"的华丽转身。原平谷粮油工贸办 公楼和承平园小区闲置锅炉房，如今已被赋予新的使命——变身为服务社区的养老服务中心与综合文体 中心，成为滨河街道补齐公共服务短板、提升居民生活品质的生动注脚。 导 读 平谷区滨河街道的城市更新实践，生动诠释了政务服务"四有"标准的深刻内涵： 恪守"有引领"，以党建指导把牢更新方向。坚持将党建引领作为城 ...

Group 1: Cement Industry - The cement industry is expected to see the effects of capacity reduction by 2026, improving the supply-demand balance and leading to a price recovery, which will gradually restore corporate profitability [1] - In January, the cement market faced seasonal weakness with reduced demand and price pressure, but inventory levels are gradually decreasing, and prices are expected to stabilize in the short term, with potential increases in March due to seasonal construction [1] Group 2: Glass Fiber - In January, the price of raw glass fiber remained stable, supported by some demand recovery and inventory adjustments, while electronic fiber prices increased due to strong demand and supply constraints [2] - The demand for high-end glass fiber products remains robust, and prices are expected to maintain an upward trend in the short term, despite potential temporary declines in traditional electronic fiber demand [2] Group 3: Consumer Building Materials - The retail sales of building and decoration materials decreased by 2.7% year-on-year in 2025, with a significant drop in December, but demand is expected to recover slightly due to urban renewal strategies and the push for high-quality green building materials [3] - Leading companies in the consumer building materials sector are implementing price increases, which, along with anti-competitive policies, may help restore profitability [3] Group 4: Float Glass - The float glass market is experiencing weakening demand, with speculative purchasing increasing, leading to a decline in prices and high overall inventory levels [4] - Short-term demand is expected to continue decreasing, and the price center is likely to shift downward due to ongoing supply-demand pressures [4]

就在七个月前，她站在同样的位置，面对的还是一栋墙体剥落、管线锈蚀、已住了40多年的危旧老 楼。去年夏天，北京市西城区三里河一区28号楼全楼54户居民搬出，到今年2月新房钥匙递到手里，整个过 程，只用了200天。 近日，记者跟随刘桂兰见证了新房钥匙的交接。"真没想到这么快，比合同约定的提前了一年。"这位 74岁的老人难掩激动。 新华社北京2月8日电（记者赵旭、宋依黛）推开新家的门，走进客厅，刘桂兰愣了愣神。 来自街道、社区等参与主体的工作人员，组成了"居民工作组"，挨家挨户上门讲解政策、收集诉求。 针对居民最关心的补偿细则、户型方案、周转时间，工作组反复沟通，光设计方案就出了45版，最终实现 居民100%签约仅用了77天。 "把账算在明处，把方案做到大家心坎里，人心就齐了。"一位工作组员说，居民腾房搬出后，只用一 天就完成了老楼拆除。 居民工作高效推进的同时，另一场"加速跑"同步进行。王勇介绍，通过服务前置、审批前置、全程网 办的模式，项目在24小时内，便完成了规划许可、土地划拨、施工许可、门楼牌号审批，实现"四证齐 发"。"这创下了核心区危旧楼改建'拿地即开工'的首例，审批效率比承诺时限提升近90%。"王勇说 ...

村里的公告墙上，同步张贴着最新的政府公告和项目信息，宣告着这场长跑即将进入冲刺阶段，而这里的空气中仿佛也弥漫着一种新旧交替前夕的宁静与期 待。 北头村旧改公示墙 每经记者 陈荣浩 摄 18年漫漫旧改路一朝破局 在深圳南山中心区，一场持续了18年的城市更新拉锯战，终于迎来关键的破局点。 1月19日，深圳市南山区政府一纸公告，宣布北头村城市更新单元一期项目进入行政调解阶段。这个有着500多年历史的古村，在漫长的改造之路上，迈出距 离拆迁"临门一脚"的实质性一步。 北头村，历来与南山村、向南村、大新新村并称为南山旧改"F4"，是南山中心区城市更新的核心拼图。如今，它的率先突破，为整个片区的未来带来了新的 想象。 "接下来要拆的，就是靠近深圳南山小学这一侧的东街和西街了。"2月2日上午，一位北头村的老居民指着不远处的楼栋告诉《每日经济新闻》记者（以下简 称每经记者）。 每经记者在现场看到，此前因旧改于2018年拆除重建的南山小学，如今主体建筑已基本完工。与新校舍一路之隔的，正是即将进入拆迁范围的楼房，不少楼 宇已经拉起围挡。在街道一侧，一面醒目的红色旧城改造宣传墙十分显眼，上面印着"旧城改造齐参与 幸福家园共创建"的 ...

Group 1 - The Anhui Provincial Political Consultative Conference members discussed urban renewal, emphasizing the importance of enhancing urban functions, improving living standards, and stimulating urban vitality during the provincial two sessions [2] - Chen Gang highlighted six dimensions for urban renewal, including people-oriented approaches, systemic thinking, and the integration of historical and cultural elements [3][4] - Yao Benlun stressed the role of digitalization in driving high-quality urban development and proposed a comprehensive assessment of urban resources before initiating renewal projects [3][4] Group 2 - Han Rinchang focused on the ecological aspect of urban renewal, advocating for the use of native plants to reflect regional characteristics and enhance local agricultural opportunities [4][5] - He also suggested incorporating agricultural elements into urban renewal projects to improve community engagement and facilitate the integration of agricultural products into urban markets [5]

Core Viewpoint - Urban renewal is a key strategy for promoting high-quality urban development, transitioning from large-scale expansion to enhancing existing urban quality and efficiency [1][2][3] Group 1: Urban Renewal as a Strategic Action - Urban renewal is recognized as a comprehensive and systematic strategic action to accelerate urban energy transformation and stabilize investment while promoting consumption [2][3] - The Ministry of Housing and Urban-Rural Development emphasizes the importance of urban renewal tasks, including the renovation of old residential areas, streets, factories, and infrastructure, which will involve substantial direct investment [2][3] Group 2: Local Government Initiatives - Various local governments are actively promoting urban renewal as a crucial measure for high-quality development, aiming to meet citizens' needs for a better quality of life and to enhance urban capacity [3][4] - Specific initiatives include financial support for urban renewal projects, encouraging banks to provide favorable loan conditions, and exploring new models for the renovation of old and dangerous housing [4][5] Group 3: Future Directions and Focus Areas - By 2026, urban renewal efforts will focus on safety and urgent needs, such as the maintenance of staircases, elevators, and adaptations for the elderly and children [5][6] - The approach to urban renewal will diversify, including self-renovation and original demolition and reconstruction, while also creating new consumption scenarios to stimulate domestic demand and investment [5][6]

报告导读： 海外金融紧缩预期边际改善，国内政策重心正转向内需主导。恐慌性抛售后， 中国股市已至关键位置，建议持股过节。新兴科技是主线，价值也会有春天。 投 资 要 点 ▶大势研判：持股过节。 近期中国股市波动较大，并出现单日恐慌式抛售，市场悲观情绪弥漫。究其原因：沃什"降息+缩表"倾向引发金融条件紧缩担忧、美股科 技龙头巨额资本开支扰动与前期A股权重ETF持续被抛售交织助推了交易波动和信心走弱，加之临近春节长假观望情绪升温，客观上股市微观结构受到负面冲击。 与当下谨慎共识不同的是，国泰海通策略坚决看好中国市场前景，建议持股过节：1）全球市场正快速计入美联储潜在的鹰派货币立场，但从路径角度沃什的降息 立场更鸽派和确定。与此同时，贝森特澄清强美元政策并非指干预汇率，海外金融紧缩预期边际改善。2）中国政府的政策重心正转向内需主导，并作为首要任 务，有望提振中国经济前景与资产回报。3）证监会近期再次强调"全力巩固资本市场稳中向好势头"，A股上市公司亦掀起回购热潮。我们认为，中国股市将逐步 企稳与展开春季行情，眼下是增持良机。 ▶ 重要的边际：内需政策提速，价值迎来春天。 过去五年，中国内需增长经历了明显下行，比如房地 ...

Group 1: National Cultural Heritage Initiatives - The National Cultural Heritage Administration held a meeting to discuss the 2025 research work, emphasizing the need to address major issues and propose actionable solutions to deep-rooted contradictions and structural shortcomings in cultural heritage work [1] - The meeting highlighted the importance of learning from grassroots experiences and ensuring that research outcomes are applied to various aspects of cultural heritage management, including planning, legal construction, resource surveys, and archaeological research [1] Group 2: Archaeological Discoveries and Events - The "2025 Chinese Archaeological New Achievements" forum announced six selected archaeological projects, showcasing significant findings from various regions, including prehistoric and historical sites [5] - Hubei Province revealed six major archaeological discoveries for 2025, including sites from different historical periods, which will be showcased in an exhibition [18] - Zhejiang Province announced ten major archaeological discoveries for 2025, highlighting the region's critical role in the origins and development of Chinese civilization [11] Group 3: Cultural Heritage Promotion and Education - The UNESCO "Silk Road Heritage" chair was inaugurated, aiming to protect Silk Road heritage and promote international research and cooperation through various academic activities [14] - The Jiangsu Province opened the Jin Tan Tumulus Archaeological Site Park, designed as an outdoor museum to educate the public about ancient burial customs and cultural heritage [9] Group 4: Regional Cultural Heritage Management - Inner Mongolia's cultural and tourism bureau emphasized the need for regulatory framework development and high-quality completion of the national cultural heritage census [7] - The Fujian Province issued implementation opinions for urban renewal, focusing on the protection and transmission of historical culture, including the fourth national cultural heritage census [16] - Qinghai Province's cultural and tourism bureau outlined plans for the "15th Five-Year" development strategy, focusing on enhancing public service levels and strengthening cultural heritage protection [26] Group 5: Revolutionary Heritage and Historical Sites - Hunan Province announced the fourth batch of revolutionary heritage sites, including 193 immovable cultural relics, with a significant portion related to war memorials and historical events [20] - A meeting on the protection of "Four Crossings of the Red River" revolutionary heritage was held, focusing on collaborative mechanisms for cross-regional heritage protection [22] Group 6: Archaeological Research and Findings - The Xinjiang archaeological team reported significant findings from the Bada M East Tomb, revealing well-preserved artifacts that provide insights into Tang dynasty burial customs and cultural exchanges along the Silk Road [28]

Core Insights - Zhengzhou is actively promoting urban renewal by integrating cultural and economic development, transforming old industrial sites and historical relics into vibrant urban spaces that reflect deep cultural heritage and a warm city atmosphere [1] Group 1: Urban Renewal Projects - The Moshijie Cultural and Creative Park, located in the old industrial area, has transformed the former site of the Zhengzhou Abrasives Research Institute into a lively space, creating approximately 2,200 jobs and over 120 new small businesses since its opening in October 2023 [2] - The "Zhengzhou Memory Oil Chemical Plant," a renovation of a Soviet-era facility, retains its industrial aesthetic while hosting over 190 shops and attracting daily foot traffic of more than 30,000 visitors, establishing itself as a national-level tourist destination [3] Group 2: Cultural Integration - The Heidu New Image Commercial Street, built on the site of the Shang Dynasty capital, features over 60 well-known dining and retail brands, with more than 40% being first-time entrants in Central China and Henan, effectively merging historical context with modern commercial activity [4] - The integration of historical culture into modern life not only stimulates new consumer dynamics but also fosters cultural identity and confidence among residents, as highlighted by the significant foot traffic of over 100,000 on the opening day of Heidu New Image [5] Group 3: Policy and Future Directions - Zhengzhou has implemented a series of initiatives, including the "Zhengzhou Urban Renewal Regulations" and the "Zhengzhou Urban Renewal Action Plan (2025-2027)," to create distinctive parks and establish a new path for urban renewal [6] - Successful urban renewal projects in Zhengzhou aim to achieve multiple goals, including historical preservation, improved livelihoods, economic growth, and cultural transmission, demonstrating a comprehensive approach to urban development [6] Group 4: Economic Impact - The Zhengzhou Memory 1952 Oil Chemical Plant has diversified its offerings to include cultural creativity, entertainment, and immersive experiences, attracting over 250,000 visitors during the 2026 New Year holiday and generating revenue exceeding 11 million yuan [6] - The city has announced 13 new urban renewal projects, with a total investment of 7.25 billion yuan, indicating a strong commitment to enhancing urban charm through the revival of cultural heritage [7]