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中国1月信贷数据重磅发布,政府债成新增社融主要支撑
Huan Qiu Wang· 2026-02-14 01:03
【环球网财经综合报道】据央行初步统计,1月份社会融资规模增量为7.22万亿元,比上年同期多1662亿元;人民币贷款增 加4.71万亿元,月末余额276.62万亿元,同比增6.1%。1月末,M2同比增长9%,M1同比增长4.9%。 与此同时同时,1月份企业新发放贷款加权平均利率约为3.2%,比上年同期低约20个基点;个人住房新发放贷款加权平均 利率为3.1%,与上年同期基本持平。 值得关注的是,2026年开年以来,央行出台了一批支持实体经济的货币金融政策,积 极助力经济结构转型优化。权威专家表示,货币政策调整是一次性的,但调整后对实体经济的影响是持续的,观察政策效 果的重点还在于关注累积效应。 华泰证券还分析认为,信贷开门红、叠加外汇大规模流入,将有助于改善实体经济和市场流动性。高频数据显示,外需维 持较高景气度,春运居民出行活跃,基建及地产成交相关指标边际改善、但仍偏弱,显示开年内外需均边际改善。如果在 全国统一大市场建设推进下、企业供需格局进一步优化,PPI同比降幅将有望继续收窄,核心CPI亦有望改善。 华泰证券撰文点评指出,从社融分项看,政府债净发行、企业短期贷款和居民短期贷款分别同比多增2831、310 ...
信长星看望慰问院士专家让各类人才在江苏安心工作舒心生活
Xin Hua Ri Bao· 2026-02-13 00:07
看望慰问中,信长星强调,推进中国式现代化江苏新实践,为广大人才干事创业提供了广阔舞台。 全省各级各部门要统筹各类人才队伍建设,搭建好发展平台,营造有利于人才辈出、人尽其才、才尽其 用的良好环境,让大家在江苏安心工作、舒心生活。 省委常委、省委秘书长储永宏一同看望慰问。 春节前夕,省委书记信长星在南京看望中国工程院院士、南京理工大学教授王泽山,中国科学院院 士、南京航空航天大学教授朱荻,省文史研究馆馆长、南京大学人文社会科学资深教授莫砺锋,代表省 委、省政府向在苏两院院士和专家学者致以新春问候。 莫砺锋教授以深厚的学术造诣,在中国古代文学研究领域享有盛誉。走进莫砺锋教授家中,书香充 盈、浸润人心。信长星与莫砺锋深入交流,翻阅他和同事最新编选的《南京诗词三百首》。莫砺锋介 绍,目前除了指导在校学生,大部分时间用于普及古典名著、弘扬传统文化。信长星称赞这项工作很有 意义,他说,中华优秀传统文化是我们最深厚的文化软实力,祝愿莫教授推出更多贯通古今的研究成 果,让优秀传统文化活起来、传下去。 91岁的王泽山院士是我国著名火炸药学家,曾荣获国家最高科学技术奖。信长星来到南京理工大 学,与王泽山院士热情交谈,关切地询问身体 ...
一“马”争先冲刺“开门红”,镇江高新区重点企业开足马力满格运转
Xin Hua Ri Bao· 2026-02-12 22:10
企业满格运转的背后,是镇江高新区"一切围绕项目转、一切围绕企业干"的服务生态。从"拿地即开 工"审批提速,到"高效办成一件事"专区集成服务;从青年人才公寓、绿色诊疗卡,到"红帆服务团"精 准纾困,镇江高新区持续优化营商环境,让企业心无旁骛抓生产、拓市场。 "十五五"开局之年,必须起好步、开好局。镇江高新区将持续聚焦船舶海工、高端装备等区内主导产 业,强化要素保障、深化链式服务,全力支持企业扩产增效,以实体经济的"满格状态"夯实高质量发展 根基。刘磊唐堃 "所有大设备24小时满负荷运转,春节期间不停工、不停产!"在哈尔滨电机厂(镇江)有限责任公司镇江 生产基地车间内,龙门铣床正对扎拉水电项目转轮进行精加工,火花飞溅、机器轰鸣。作为水电机组核 心部件,该转轮将于年前具备业主验收条件,年后即可发往工地。眼下,企业在手订单超60个,全年预 计产出部件超1000件,企业全员正开足马力冲刺"十五五"开局之年首季"开门红"。 在丹佛斯动力系统(江苏)有限公司车间,生产线重组后的效能正加速释放。丹佛斯于2024年起逐步加大 研发投入,推出内曲线径向柱塞马达、低电压电液马达等新产品,2025年销售额近2亿元,2026年有望 突 ...
深化全方位沟通协作 为贵阳贵安高质量发展和现代化建设贡献力量
Xin Lang Cai Jing· 2026-02-11 22:53
陈元富、洪小平、黄卉表示,将立足自身职能职责,建立健全良好互动沟通机制,继续加大对贵阳贵安 的支持力度,为地方经济社会高质量发展贡献力量。 贵阳贵安有关部门负责人参加。 (贵阳日报融媒体记者 彭刚刚) (《深化全方位沟通协作 为贵阳贵安高质量发展和现代化建设贡献力量》由贵阳日报为您提供,转载 请注明来源,未经书面授权许可,不得转载或镜像。) 转自:贵州日报 本报讯 2月11日,市委副书记、市长王宏会见中国人民银行贵州省分行党委书记、行长陈元富,国家金 融监管总局贵州监管局党委书记、局长洪小平,贵州证监局党委委员、副局长黄卉一行。 贵安新区党工委委员、管委会副主任黄石参加。 王宏对中央驻黔金融管理部门长期以来支持帮助贵阳贵安表示感谢。他说,近年来,贵阳贵安深入学习 贯彻习近平总书记关于金融工作的重要论述和在贵州考察时的重要讲话精神,奋力谱写贵阳贵安高质量 发展、现代化建设新篇章。希望大家继续关心支持贵阳贵安发展,在防风险、强监管、促发展等方面深 化全方位沟通协作,为实体经济引入更多金融"活水"。我们将全力做好服务保障。 ...
时报观察丨提升资本市场活水效能 让再融资回归本源
Sou Hu Cai Jing· 2026-02-10 00:29
2月9日,沪深北三大交易所同步推出一揽子再融资优化举措,简化流程、扶优扶科、强化监管,既为优 质企业松绑减负,又向"忽悠式"融资亮剑。这不是简单的政策放宽,而是资本市场的一次精确校准,目 的只有一个:让再融资回归本源,把资金真正引向实体经济、引向科技创新。 再融资本是上市公司发展的"加油站",少数企业曾出现过"走样变形",如有的公司频繁融资、盲目扩 张,募集资金长期闲置;有的偏离主业炒概念,损害投资者信心;还有的借机套利,遭市场诟病。资本 市场既要支持企业发展,更要守护投资者利益,再融资"提质增效",已是市场共识、民心所盼。 此次优化导向清晰、力度务实。一方面扶优扶科,对治理规范、认可度高的优质企业提速审核,适配科 创企业"轻资产、高研发"特点,放宽未盈利科技企业融资间隔要求,允许破发企业通过定增、可转债合 理融资,牢牢守住"资金投向主营业务"底线。另一方面,严管乱象,压实上市公司信披责任与中介"看 门人"职责,严防"带病申报",强化募集资金监管,严肃查处违规变更用途,让想"浑水摸鱼"的企业无 处遁形。 便利不等于纵容,松绑不代表放任。这次改革的核心,是有保有压、精准浇灌。优化预案披露机制、提 升机制灵活性, ...
曹德旺评价马云:吹牛谁都会,淘宝的市场根本没有13亿!
Sou Hu Cai Jing· 2026-02-09 12:07
**消费力的真谛** 有声音认为:一块钱的消费和100块钱的消费,本质上没有区别。这种看似逻辑清晰 的说法,实际上忽略了消费的层次和质量。曹德旺的批评,实际上是在对这种偷换概念的论点提出反 驳。消费不仅仅是一个数字的堆砌,更是生存与享受的区分。当生存问题依旧是大多数人面临的主要问 题时,消费便不再是简单的数量问题。相对于一块钱的生存消费,100块钱的享受消费所代表的是社会 的富裕与发展。 因此,当我们讨论所谓的13亿市场时,必须明确的是,哪些群体有能力参与到其中。 即使互联网和电商扶贫政策的推进,依然有大量贫困人口未能享受到这一市场的红利。从某种意义上 说,这一市场的局限性和瓶颈,决定了淘宝所宣称的13亿只是一个美丽的梦想,而非现实。 一个是全球闻名的玻璃大王,一个是电商领域的先驱与巨头,曹德旺与马云,作为中国商业界两位举足 轻重的人物,分别代表着制造业与互联网电商的巅峰。曹德旺的福耀玻璃在制造业中无疑占据着霸主地 位,而马云的阿里巴巴,则以其庞大的电商平台影响着全球经济的格局。这两个行业,一个是传统的实 体经济,另一个是崛起中的虚拟经济,它们的碰撞早已超越了行业之间的讨论,成了社会舆论的焦点, 甚至引发了两 ...
人民日报力挺董明珠释三大信号,雷军十亿赌约后言论全应验
Sou Hu Cai Jing· 2026-02-08 11:12
Core Viewpoint - The article highlights the contrasting approach of Dong Mingzhu, who emphasizes quality and integrity in business over the pursuit of quick profits and trends in the current commercial environment [1][16][30]. Group 1: Business Philosophy - Dong Mingzhu represents a steadfast commitment to traditional values in business, focusing on quality and long-term goals rather than short-term gains [3][30]. - She has taken significant steps to ensure product quality, such as promising ten years of free maintenance for air conditioners, which exceeds national standards [20]. - The company has invested heavily in manufacturing capabilities, including a 2 billion investment in machine tool production, demonstrating a commitment to self-reliance and quality [10][24]. Group 2: Industry Challenges - The rising copper prices have led some manufacturers to substitute copper with aluminum, which poses safety risks due to its inferior conductivity and corrosion issues [16][17]. - Dong Mingzhu's refusal to compromise on material quality reflects a broader critique of the industry's trend towards cost-cutting at the expense of safety [17][30]. Group 3: Competitive Landscape - The article discusses a long-standing rivalry with a German machine tool manufacturer, highlighting the challenges faced in maintaining quality and reliability in manufacturing [6][8]. - The competitive landscape is further illustrated by the historical bet with Lei Jun, which underscored the importance of the manufacturing sector in driving economic growth and innovation [25][28]. Group 4: Personal Commitment - Dong Mingzhu's personal involvement in business decisions, such as directly overseeing advertising strategies and ensuring product quality, reflects a deep sense of responsibility towards consumers [22][32]. - Her dedication to the workforce, including providing heat compensation for installation workers, emphasizes the importance of valuing those who contribute to the company's success [14][15].
英国专家:当欧美都在靠印钱续命时,只有中国在死磕实体经济
Sou Hu Cai Jing· 2026-02-08 10:31
很多人常常陷入一个思维误区:发达国家玩金融,发展中国家做制造。这似乎是现代化的必然路径。然而,最近我听到一位英国专家的观点,却让我对这一 传统认知产生了疑问。他直言不讳地表示,当欧美国家还在沉迷于印钞、依赖金融体系输血时,唯独中国坚守着一项最为艰难、却又至关重要的任务——死 磕实体经济。这是一个资本榨取与实体创造并行的时代,全球财富的真正分布不再仅仅是国家间的较量,而是资本寡头对决实体苦干者的较量。欧美选择了 轻资产+资本控制的道路,而中国则走上了产业链全覆盖+制造业升级的艰难之路。这背后,隐藏着怎样的世界趋势呢? 欧美依靠金融创新来推动GDP增长,而中国则通过实业投资来拉动经济增长。这一现实所意味着的,是:首先,全球实体产业在西方国家正面临结构性衰 退,金融资本对生产要素的控制空间越来越小,经济增长逐渐沦为泡沫;其次,中国正通过实体经济这一最沉重的路径,寻找真正的系统性安全。换句话 说,一旦全球市场遭遇剧烈动荡,那些没有制造能力、没有物流体系的国家,将会深陷滞涨的泥潭;第三,未来的世界比拼的不是虚拟经济的繁荣,而是哪 个国家能承受住真正的挑战。这种反繁荣假象的战略思维,已经悄然成为全球南方国家的共识。在这场 ...
宏观经济观察系列(十三):新春政策十大动向
Western Securities· 2026-02-08 05:59
Economic Goals - GDP growth targets for most provinces are set around 5%, with Sichuan and Hubei at approximately 5.5%, and Tibet exceeding 7%[8] - Guangdong's growth target is set between 4.5% and 5%[8] Diplomatic Engagements - Frequent diplomatic activities include meetings between Chinese and foreign leaders, with expectations for upcoming meetings between China and the US, Germany, and others[9] Macro Policy Direction - The macro policy emphasizes "stability while seeking progress" and aims to promote a reasonable recovery in prices, focusing on domestic circulation and the real economy[10] Investment Strategy - Investment will focus on both physical and human capital, with an emphasis on increasing the proportion of investments in people's livelihoods[13] Consumer Growth - Expanding domestic demand is prioritized, with initiatives to support consumption upgrades and new growth points in service consumption[15] Unified Market Development - Key sectors such as electricity, transportation, technology, and data are targeted for breakthroughs in the construction of a unified national market[20] Agricultural Modernization - The focus shifts to agricultural modernization, emphasizing food security and improving agricultural quality and efficiency[21] Energy Transition - The dual control of energy consumption is transitioning to carbon emissions control, with a planned investment of 4 trillion yuan in the new power system during the 14th Five-Year Plan[22] Technological Innovation - Local governments are encouraged to develop new productive forces, with a focus on building international technology innovation centers in key regions[23] Urban Development - A multi-level modern urban system is being constructed, with efforts to enhance the capital metropolitan area and promote regional coordinated development[24]
百年实业沃土上的新质生产力跃迁
Jing Ji Ri Bao· 2026-02-05 22:18
Core Insights - The article highlights the transformation of the Sanfang Industrial Park in Haimen District, Nantong City, from a historical industrial hub to a modern innovation-driven industrial base, emphasizing the integration of technology and industry [1][2][3] Group 1: Industrial Development - The Zhongxing Energy Equipment workshop has implemented a fully automated acid washing production line, increasing efficiency by 3.5 times and achieving an annual capacity of 70,000 tons with only 8 operators [1] - Weibo Textile's intelligent logistics warehouse utilizes digital twin technology, significantly enhancing order response times for major clients like Uniqlo and ZARA [1] - The overall industrial output of the Sanfang Industrial Park reached 3.812 billion yuan in the first half of 2025, marking a year-on-year growth of 13.37% [2] Group 2: Health and New Materials Sector - Jiangsu Huiju Pharmaceutical, recognized as a "little giant" enterprise, leads the industry with an integrated strategy of raw materials and formulations, serving over 300 global clients with more than 160 types of active pharmaceutical ingredients [2] - The new materials sector is experiencing robust growth, with companies like Ronghui Lithium and Xinwei Nickel Cobalt driving advancements in lithium battery materials and optical fiber technologies [2] Group 3: Strategic Development and Environment - The park is leveraging national strategies such as the Yangtze River Delta integration to cultivate a cluster of technology-driven enterprises, positioning itself as a model for industrial transformation and innovation [3] - The local government is enhancing the business environment by creating a research and development incubation chain, aiming to attract high-end resources and support the development of the real economy [3] - The revitalization of the Qinglong Port area combines historical industrial heritage with modern innovation, promoting cultural tourism and benefiting from improved transportation links to Shanghai [3]