【钛媒体综合】近日，中国证监会党委书记、主席吴清主持召开党委（扩大）会议，传达学习中央经济工作会议精神，结合全国金融系统工作会议要求，研 究部署证监会系统贯彻落实举措。 会议强调，这次中央经济工作会议对资本市场工作作出重要部署，充分体现了党中央对资本市场的高度重视和殷切期望。证监会系统要深入学习贯彻习近平 总书记重要讲话精神，认真落实中央经济工作会议部署，按照全国金融系统工作会议安排，坚持稳中求进、提质增效，紧扣防风险、强监管、促高质量发展 主线，持续深化资本市场投融资综合改革，更好助力稳就业、稳企业、稳市场、稳预期，为经济高质量发展和"十五五"良好开局积极贡献力量。 一是坚持战略引领，认真做好"十五五"规划编制和实施。积极配合编制国家"十五五"规划纲要，科学制定资本市场"十五五"规划体系，系统谋划未来五年资 本市场发展主要目标、任务和重要举措，以钉钉子精神抓好落实。 二是坚持固本强基，持续增强市场内在稳定性。积极培育高质量上市公司群体，开展新一轮公司治理专项行动，引导优质公司持续加大分红回购力度。全面 推动落实中长期资金长周期考核机制，大力发展权益类公募基金，推动指数化投资高质量发展。加强跨市场跨行业跨境风 ...

来源：上海证券报·中国证券网 上证报中国证券网讯（记者 梁银妍）中国证监会党委日前传达学习贯彻中央经济工作会议精神，研究 部署了五方面重点工作。业内专家预期，资本市场将加快完善中长期发展制度框架，提质增效服务实体 经济高质量发展，并从投融两端、风险管控、预期引导等方面，全方位夯实市场稳定运行的内在基础。 提质增效 科学制定资本市场"十五五"规划体系 会议提出，坚持稳中求进、提质增效，紧扣防风险、强监管、促高质量发展主线，持续深化资本市场投 融资综合改革，更好助力稳就业、稳企业、稳市场、稳预期。 方正证券首席经济学家燕翔接受上证报记者采访表示，这为资本市场进一步深化改革明确了方向，即坚 持稳中求进、提质增效的主基调，为经济高质量发展和"十五五"良好开局积极贡献力量。通过持续深化 投融资综合改革，增强投资者信心、吸引更多中长期资金入市，提高资本市场定价及运行效率、更好服 务实体经济，有效降低金融风险、维护宏观经济稳定发展。 会议还强调，积极配合编制国家"十五五"规划纲要，科学制定资本市场"十五五"规划体系，系统谋划未 来五年资本市场发展主要目标、任务和重要举措。 不少专家表示，历经30多年发展，我国资本市场基础制 ...

Group 1: Domestic Policy Developments - The State Council organized the fifteenth special study session focusing on accelerating the innovation and development of service trade, emphasizing the need to cultivate new momentum for foreign trade development [9][10][11] - The State Council's executive meeting discussed implementing comprehensive reforms for market-oriented allocation of factors in certain regions, highlighting the importance of deepening market-oriented reforms for a high-level socialist market economy [11][12] Group 2: Equity Market Analysis - In August, major equity indices in China continued to rise, with the Shanghai Composite Index, CSI 100, CSI 500, and Shenzhen Composite Index all increasing by over 10%, while the ChiNext Index surged by 24.13% [3] - The China Securities Regulatory Commission held a seminar on the "14th Five-Year" capital market planning, indicating a focus on the future development of the capital market [3] Group 3: Fixed Income Market Analysis - The People's Bank of China conducted a net fund injection of 446.6 billion yuan in August, with liquidity tightening slightly towards the end of the month [3] - The issuance of local government bonds accelerated in July, and the year-on-year decline in corporate profits significantly narrowed [3] Group 4: Commodity Market Analysis - The prices of non-ferrous metals rebounded, while crude oil prices saw a slight decline, and the prices of agricultural products, particularly pork, remained low [3] - The State Council issued opinions on promoting green and low-carbon transformation, which may impact the commodity market [15] Group 5: Foreign Exchange Market Analysis - The US dollar index declined by 2.2% in August, while the Chinese yuan appreciated by 1.21% during the same period [4] - The international balance of payments data showed a slight expansion in trade surplus in July, indicating a stable foreign exchange environment [4][22] Group 6: Major Events Outlook - The report anticipates that after September, policies will maintain continuity and stability, enhancing flexibility and predictability to address potential geopolitical risks and economic challenges [4]

Core Viewpoint - The China Securities Regulatory Commission (CSRC) is planning to implement the "14th Five-Year Plan" for the capital market, focusing on high-quality development and enhancing market attractiveness and inclusiveness [1][3]. Group 1: Capital Market Development - The CSRC aims to consolidate the positive momentum of the capital market and deepen comprehensive reforms in investment and financing [1][3]. - There has been a noticeable improvement in market fundamentals, with increased confidence and activity in the A-share market since the implementation of the "New National Nine Articles" and other policies [2]. Group 2: Policy Recommendations - Experts suggest enhancing the multi-tiered capital market system and further deepening institutional reforms to improve market functions [2]. - Recommendations include increasing the quality and investment value of listed companies, fostering long-term capital, and improving legal frameworks for key areas such as stocks, bonds, and derivatives [2]. Group 3: Strategic Importance - The "15th Five-Year Plan" period is seen as crucial for achieving socialist modernization and high-quality development in the capital market [3]. - The CSRC emphasizes the importance of leveraging the expertise of scholars and industry professionals to address strategic and foundational issues in the capital market [3].

Group 1 - The core viewpoint emphasizes the importance of scientifically formulating and implementing the "15th Five-Year Plan" for the capital market, which is seen as a crucial period for achieving high-quality development [2] - The meeting highlighted the positive effects of recent capital market policies, including the "New National Nine Articles" and "Science and Technology Innovation Board" reforms, which have enhanced market confidence and activity [1][2] - Suggestions for the "15th Five-Year Plan" include improving the multi-level capital market system, enhancing the quality of listed companies, and promoting long-term capital investment [1][2] Group 2 - The "15th Five-Year Plan" period is identified as a key stage for solidifying the foundation for socialist modernization and advancing capital market reforms [2] - The China Securities Regulatory Commission (CSRC) aims to consolidate the positive momentum of the capital market and deepen comprehensive reforms to enhance market attractiveness and inclusivity [2] - Experts and scholars are encouraged to leverage their professional expertise to conduct research on significant strategic and foundational issues in the capital market [2]