Core Viewpoint - The Nanning Municipal People's Congress approved the draft of the 15th Five-Year Plan for Economic and Social Development, emphasizing the importance of this period for achieving socialist modernization and high-quality development in Guangxi [1][2]. Group 1: Achievements and Goals - The "14th Five-Year" period saw significant achievements in economic and social development in Nanning [1]. - The "15th Five-Year" period is identified as a critical time for solidifying the foundation for socialist modernization and for the high-quality development of Guangxi [1]. Group 2: Guiding Principles and Strategies - The plan is guided by Xi Jinping's thoughts on socialism with Chinese characteristics for a new era and aims to implement the spirit of the 20th National Congress and subsequent plenary sessions [2]. - The focus is on high-quality development, reform, and innovation, with the ultimate goal of meeting the growing needs of the people for a better life [2]. Group 3: Call to Action - The meeting called for unity among all ethnic groups in the city to work together under the leadership of the Party Central Committee, emphasizing confidence, teamwork, and practical efforts to build a modern people’s city [2].

（来源：经济参考报） "十五五"规划建议提出"推动贸易创新发展"。当前，西部地区与周边国家的经贸合作呈现深层次互补与 结构渐次优化的特征。从贸易结构看，以"资源、农产品与工业制成品"互惠贸易为特征的互补型分工格 局稳固，为拓展中间品贸易、绿色贸易奠定了现实产业基础。从经贸发展格局看，西部地区在高质量建 设"一带一路"中的枢纽作用显著增强。2025年西部地区进出口总额约4.3万亿元，其中超60%面向共 建"一带一路"国家。这标志着向西开放已成为我国市场多元化的关键支点，而中欧班列、西部陆海新通 道及跨境电商等平台，正推动我国西部内陆地区转变为向西开放前沿。 建议"十五五"时期加快构建中国与周边国家的政策协同与功能支撑体系。由国家层面设立跨部门联合推 进机制，整合各个部门的力量形成政策合力。同时，创新投融资支持模式，可探索设立由国家开发银行 与进出口银行等政策性银行联署协同的"产业合作基金"。以市场化运作支持跨境园区、物流枢纽、农业 科技平台等关键领域内外协同和产业链、供应链辐射效应显著的旗舰式标杆项目。以西部地区自贸试验 区为前沿，积极推动与周边国家在投资保护、产业准入、数字贸易、环境标准等领域的制度型开放会商 ...

Group 1 - The meeting emphasized the importance of the "Learning Regulations, Strengthening Work Style, and Establishing Image" theme education, which aims to enhance the foundational values and leverage overseas Chinese advantages to boost work dynamics [1] - The organization aims to achieve new breakthroughs and contributions towards the comprehensive revitalization of Shenyang by focusing on ideological construction, political participation, social services, external communication, and internal development [1] - By 2026, the organization plans to align with the "14th Five-Year Plan" implementation, aiming to elevate the quality of political participation and leverage the unique advantages of overseas Chinese to foster a collaborative effort for revitalization [1] Group 2 - The organization intends to upgrade social services to a systematic, branded, and sustainable model while continuously strengthening internal supervision and advancing organizational development [1] - The meeting highlighted the need for a proactive approach and effective performance in fulfilling responsibilities to support the successful initiation of the "14th Five-Year Plan" and contribute to high-quality development in Shenyang [1]

Core Viewpoint - The consensus among 13 brokerage firms is to hold stocks during the holiday period, as the current policy environment, fundamental expectations, and liquidity conditions support a spring market rally [1] Group 1: Market Outlook - Brokerages believe that the previous adjustments have released some risks, and the historical "Spring Festival effect" suggests a higher probability of market recovery after the holiday [1] - Everbright Securities indicates that high-frequency data and industry hotspots suggest a potential new round of increases post-holiday [1] Group 2: Investment Strategies - Galaxy Securities recommends a balanced approach of "lightly holding stocks during the holiday" [1] - Small-cap stocks are highlighted by multiple brokerages as having better performance in the spring market, with a focus on growth and cyclical themes [1] Group 3: Sector Focus - Dongwu Securities emphasizes three key areas for investment: overvalued technology sectors from the recent adjustment, sectors with positive outlooks such as energy storage and lithium batteries, and themes related to the "14th Five-Year Plan" including commercial aerospace, 6G, and nuclear power [1]

2026年首月，泰州国控投资集团有限公司控股子公司泰州国际集装箱码头有限公司以"骏马"般的速度和 干劲实现新年生产经营"开门红"，完成集装箱吞吐量4.48万标准箱，实现同比增长42.4%，为全年总体 目标的完成奠定坚实基础。 近年来，泰州国际集装箱码头紧紧把握国际、国内产业链、供应链动态与区域经济发展机遇，充分发挥 自身区位与硬件优势，通过优化航线网络布局、深化与船公司及腹地客户战略合作、提升口岸通关效率 等一系列措施，成功吸引并保障了重点航线、重点货源的稳定增长，实现了箱量规模的强势开局。 2026年是国家"十五五"规划开局之年，泰州国际集装箱码头以优异业绩开启了港口发展新征程。下一 步，公司全体干部职工将紧扣全年工作计划，继续发扬"龙马精神"，以"快马加鞭"的紧迫感，"一马当 先"的闯劲和"万马奔腾"的合力，持续提升综合服务水平，保障产业链、供应链畅通稳定，奋力冲刺全 年目标任务，为区域经济高质量发展贡献更强劲的港口力量。 供稿：市国投集团 审签：葛沁春 编辑：孔新宇 审核：王睿威 ...

来源：中国金融家杂志 新春畅想 哈尔滨银行股份有限公司 党委书记、行长 姚春和 新春启序，岁喜安康。值此辞旧迎新的美好时刻，谨向社会各界朋友、广大客户及合作伙伴致以诚挚的 新春祝福！ 过去一年，哈尔滨银行在以习近平同志为核心的党中央坚强领导下，紧扣金融三项任务，聚焦客户为 本、文化铸魂、治理求变，向远笃行、全面发力，有效推动改革化险和转型创新，实现规模、质量、结 构、效益协同并进。历经"振兴创业"三年系统重塑，经营基础更牢，转型动能更劲，服务实力更强，站 到向上攀登的新起点，迎来向新出发的"新哈行"。 策马踏春来，奋进正当时。"十五五"规划的宏伟蓝图已经展开，作为扎根本土、服务民生的金融主力 军，哈尔滨银行将从全新战略规划出发，以自身高质量发展提供高质量金融服务，进一步展现地方银行 的初心与担当。坚持党建引领，深入践行金融工作的政治性、人民性，始终把党的领导贯穿经营管理全 过程，坚定聚焦主责主业的战略定力，进一步提升贯彻新发展理念、服务构建新发展格局的能力水平， 确保始终与国家战略同频共振、与地方发展同向而行。坚守本源使命，锚定"十五五"时期经济社会发展 目标任务，在精准赋能实体经济中，持续做优金融"五篇大文 ...

Economic Growth - The national GDP growth target for 2026 is expected to remain around 5%[2] - 19 provinces have lowered their 2026 GDP growth targets, with most reductions between 0.5% to 2%[7] - The average GDP growth target across provinces for 2026 is set at 5.1%, down 0.25% from the previous year[9] Consumption - 12 out of 15 provinces that announced retail sales targets have reduced their 2026 targets, with reductions generally between 0.5% to 2%[18] - The average retail sales growth target for 2026 has been adjusted down from 5.9% to 4.7%[18] Investment - 12 out of 14 provinces have lowered their fixed asset investment targets for 2026, with reductions typically between 0.5% to 2%[19] - The average fixed asset investment growth target for 2026 has decreased from 7.1% to 5.6%[19] Employment - The unemployment rate target for 2026 is largely unchanged, with 19 out of 27 provinces setting it at 5.5%[23] - The total new employment target for 2026 remains consistent with previous years, with some provinces adjusting slightly[23] Fiscal Policy - 7 out of 19 provinces have reduced their general public budget revenue targets for 2026, with reductions ranging from 1% to 2.5%[26] - The average target for public budget revenue growth has been lowered from 3.5% to 3%[26] Inflation - The inflation target for 2026 is maintained at around 2%, consistent across provinces[16] Risks - Potential data collection omissions may affect analysis accuracy[38] - Economic performance may exceed expectations, leading to market uncertainties[39]

今年是"十五五"开局之年，全市生产总值增长预期目标为5%左右。为奋力实现"十五五"良好开局，关键是"五个 着力"：一是着力以国家战略为牵引，全面深化改革开放。我们将加快"五个中心"建设，深入推进浦东引领区、自 贸试验区及临港新片区、虹桥国际开放枢纽、东方枢纽国际商务合作区等改革开放高地建设，推进长三角一体化 发展，加快将改革开放红利转化为经济发展效益。 中国经济导报讯记者鲍筱兰2月7日，举行上海市人民政府主题记者会，上海市政府副秘书长、市发展改革委主任 顾军出席，回答中外记者关心的问题。 人民日报：2025年上海GDP增速跑赢全国，宏观经济数据亮眼，新一年上海将会怎样谋篇，实现"十五五"良好开 局？ 顾军：感谢您的提问。2025年，上海锚定"五个中心"建设重要使命，着力推动高质量发展，全市经济运行稳中有 进、进中提质，呈现势头向上、结构向优、动能向新、民生向好的发展态势。全年全市生产总值达到5.67万亿 元，比上年增长5.4%，圆满完成了年度和"十四五"经济增长预期目标。 顾军：感谢您的提问。把上海建设成为"五个中心"，是党中央从战略大局和发展全局出发，赋予上海的重要使 命。今年是"十五五"规划的开局之年，我 ...

Group 1: Core Insights - The "2026 Good Business New Year Meeting" attracted over 180 local and external business representatives, emphasizing collaboration for future development [1] - The "14th Five-Year Plan" outlines seven key tasks, with a focus on building a modern industrial system [1][2] - The county is actively implementing the plan with a strong commitment to practical actions and rapid progress in various sectors [1][3] Group 2: Transportation and Infrastructure - The "Three Highways and Four Railways" projects are accelerating, with plans to establish major transportation infrastructure, including the Tongsujiaying Railway and Jiaxing to Fengnan City Railway [2] - There is an initiative to integrate ticketing and security checks with Shanghai and Suzhou metro systems, creating a multi-layered, rapid transportation network [2] Group 3: Technological Innovation - The county aims to deepen integration with the Shanghai International Technology Innovation Center and develop a high-tech industrial park in collaboration with neighboring regions [2] - Key innovation platforms will be established, including the Xiangfu Lake Innovation Center and partnerships with universities to enhance technological capabilities [4][5] Group 4: Quality of Life and Healthcare - The "14th Five-Year Plan" prioritizes enhancing the quality of life, with a focus on community-level governance and addressing public concerns [6] - A new regional medical center is set to open in 2027, bringing advanced medical services to the local population [6] Group 5: Sports and Community Engagement - The "Sports Good City" initiative aims to enhance urban vitality and health through a comprehensive public sports service system and various local sports events [7] - The county plans to improve emergency response capabilities, including the establishment of an "Air 120" rapid rescue channel [7] Group 6: Overall Development Vision - The implementation of the "14th Five-Year Plan" is expected to lead to a more open, innovative, and high-quality living environment in Jiaxing [8]

期间，参会人员集体学习了新实施的《直播电商监督管理办法》，并围绕十五五规划网络市场监管内容的起草进行了座谈交流。 会上，东昌府区分享了直播电商新业态治理工作经验，并介绍短视频直播数字治理平台运用情况，茌平、临清、莘县、阳谷等县 级局从不同角度分享了工作做法和典型案例。会议指出，要坚持问题导向，提高违法线索处置效能；要强化监管执法，依法查办 典型违法案件；要提高创新意识，在发现问题、完善机制、个案处理、用好系统、异地协查等方面下功夫。 2月6日，市市场监管局召开直播电商监管座谈交流会，全市网监条线有关负责同志参加会议。 ...