建设强大国内市场
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学习四中全会精神的五点心得
Guohai Securities· 2025-10-24 03:31
Group 1: Economic Goals and Development Strategy - The "15th Five-Year Plan" aims for significant achievements in high-quality development and technological self-reliance, with seven major goals outlined for the next five years[4] - By 2025, China's GDP is expected to reach approximately 140 trillion yuan, emphasizing a shift from speed to quality in economic growth[7] - The plan includes a target for per capita GDP to reach the level of middle-income countries, indicating a need for sustained annual GDP growth in a reasonable range over the next decade[8] Group 2: Technological Innovation and Self-Reliance - The emphasis on "high-level technological self-reliance" is crucial for leading new productive forces, with a focus on original innovation and key core technology breakthroughs[9] - In 2024, China's R&D investment is projected to exceed 3.6 trillion yuan, with a patent application count of 70,000, surpassing the US and Japan by 30% and 45% respectively[9] - The "three new" economy's value added is expected to account for 18% of GDP by 2024, with high-tech manufacturing growing by 42% compared to the end of the 13th Five-Year Plan[10] Group 3: Domestic Demand and Consumption - Domestic demand has contributed an average of 95.3% to economic growth from 1978 to 2024, highlighting its importance as a fundamental driver[12] - In the first three quarters of this year, final consumption expenditure contributed 53.5% to economic growth, driving GDP up by 2.8 percentage points[13] - The proportion of household consumption in GDP was 39.9% in 2024, indicating significant potential for growth compared to the global average of 56%[13] Group 4: Urbanization and Real Estate Development - Urbanization rates have increased from 29% in 1995 to 67% in 2024, with a focus on quality improvement rather than mere expansion[18] - The government plans to enhance housing supply and improve land supply structures to meet public housing needs, emphasizing the social aspect of housing[19]
“十五五” 中国式现代化将实现关键一跃
Zhong Guo Xin Wen Wang· 2025-10-23 18:02
未来五年的蓝图要来了。 "十五五"时期(2026—2030年)是中国迈向2035年远景目标的关键冲刺阶段。 刚刚闭幕的二十届四中全会释放出诸多新信号。 建设现代化产业体系、加快高水平科技自立自强、建设强大国内市场……这些重要部署,勾勒出"十五 五"的战略重心。 中国不再仅仅追求快,而要更加追求好;不仅要发展,更要安全。 "十五五",为何是中国关键一跃? "十五五"处于一个特殊历史节点:从2025年到2035年基本实现社会主义现代化,只剩两个五年。而"十 五五",正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。 公报提出的"科技自立自强水平大幅提高"是"十五五"的主要目标之一。会议强调要"加强原始创新和关 键核心技术攻关,推动科技创新和产业创新深度融合。" 目前,中国在新能源汽车、光伏、5G等领域已形成全球领先优势,但在高端芯片、工业软件、生物医 药等关键领域仍存在"卡脖子"风险。"十五五"时期,实现科技自立自强,确保产业链供应链的韧性与安 全,将是关乎发展全局的生命线。 全球科技竞争白热化,意味着国家资源将更集中投向关键领域,新质生产力驱动经济增长的作用将更加 彰显。 可以预见的是,在"十五五"期间, ...
二十届四中全会公报:要大力提振消费 扩大有效投资 坚决破除阻碍全国统一大市场建设卡点堵点
Di Yi Cai Jing· 2025-10-23 09:25
(文章来源:第一财经) 据新华社,中国共产党第二十届中央委员会第四次全体会议,于2025年10月20日至23日在北京举行。 全会提出,建设强大国内市场,加快构建新发展格局。坚持扩大内需这个战略基点,坚持惠民生和促消 费、投资于物和投资于人紧密结合,以新需求引领新供给,以新供给创造新需求,促进消费和投资、供 给和需求良性互动,增强国内大循环内生动力和可靠性。要大力提振消费,扩大有效投资,坚决破除阻 碍全国统一大市场建设卡点堵点。 ...