筹划统筹：王拓付奇 【编者按】2026年是"十五五"开局之年，为确保"十五五"开好局、起好步，省政府工作报告中发布一系 列今年经济社会发展主要预期目标，这些目标该如何完成？ 本期《经济周刊》推出"贯彻落实省两会精神"特别策划，看各界如何从过去一年的实践中汲取经验，并 循着省两会的要求，在新的一年中跃马扬鞭、奔着更高水平目标持续迈进。 ...

□任迎伟 "十五五"规划建议明确指出，"提升职业学校办学能力，建设特色鲜明高职院校。""十五五"时期 是夯实基础、全面发力的关键时期，职业教育作为教育体系与产业生态的关键连接点，已从教育 体系的层次之分转向类型之分，成为国家发展的战略性支撑。要深刻把握职业教育的核心使命、 核心驱力、核心任务，奋力谱写"十五五"职业教育高质量发展新篇章，助力区域经济和产业高质 量发展。 把准职业教育的核心使命 数字技术转型与融合的赋能。数字技术为职业教育高质量发展注入全新动能。职业教育的数字化 发展不是技术应用的简单叠加，而是一场涉及教育理念、教学模式、治理体系的全方位变革，推 动从知识灌输向能力塑造转变，促使产业发展变化的需求能更快、更高效地转化为课堂教学内 容，实现从技能传授到智慧赋能的跃迁。 现代化建设民生保障的需求。社会结构变迁与民生需求升级对职业教育提出新要求。回应人口结 构变化带来劳动力供给总量减少与老龄化的双重挑战，适应新型城镇化加速推动农业转移人口市 民化所需的大规模职业技能培训，满足消费升级对生活性服务业人才质量的更高要求，都是职业 教育的应有之义。职业教育应在服务终身学习、促进就业创业、支撑区域发展中发挥更 ...

编者按 在"十五五"开局起步的关键时刻，兵团党委八届十一次全会胜利召开。会议审议兵团国民经济和社会发 展第十五个五年规划纲要，明确了未来五年经济社会发展的指导思想、主要目标、基本原则和重大战略 任务。奋进新征程，只有深入理解这一系列部署的内在逻辑和系统要求，才能增强推动经济社会发展的 科学性、预见性、主动性，确保兵团经济社会发展沿着正确的方向前进；只有准确把握"十五五"时期经 济社会发展必须遵循的重要原则、把握推动高质量发展的科学方法论，才能高质量完成"十五五"规划目 标任务。为贯彻落实兵团党委八届十一次全会精神，推动"十五五"规划落地落实，本版围绕相关问题编 发文章，供读者学习参考。 ...

Core Viewpoint - The article emphasizes the Chinese government's focus on effective investment and economic stability as it enters the "14th Five-Year Plan" period, highlighting the importance of practical planning and execution in various sectors [2][9]. Group 1: Government Initiatives - On February 2, the Premier emphasized the need for local governments to create the "14th Five-Year Plan" with a focus on practicality and system integration, advocating for concise and effective planning at the grassroots level [2]. - On February 6, the State Council held a meeting to discuss policies for promoting effective investment, stressing the importance of planning in infrastructure, urban renewal, and emerging industries [9]. - The Premier highlighted the need for macroeconomic policies to be proactive, ensuring timely allocation of fiscal funds and coordination in project construction to achieve annual targets [10]. Group 2: Agricultural Policies - On February 3, the Central Committee issued a document focusing on agricultural modernization and rural revitalization, including a new round of grain production enhancement actions and the integration of AI in agriculture [3][12]. - The implementation opinions from the Ministry of Agriculture emphasized the need for comprehensive management of pig production and the promotion of high-standard farmland construction [14]. Group 3: Financial Regulations - On February 6, the central bank and eight departments issued a notice to further prevent and manage risks related to virtual currencies, reinforcing a strict prohibition on domestic virtual currency activities [4][13]. - The notice also outlined regulations for domestic entities engaging in overseas virtual currency activities, emphasizing the need for strict compliance with regulatory requirements [13].

Investment Focus - The report emphasizes that both A-shares and Hong Kong stocks are in an upward trend with a phase of consolidation, indicating a healthier market environment [1][35] - The first trading week of February showed signs of stabilization in A-shares with reduced turnover, while the Hang Seng TECH Index experienced a decline of approximately 6.5% [1][35] Market Outlook - The report is optimistic about a potential recovery in the Chinese equity market leading up to the Spring Festival, driven by proactive policy support and a stabilizing "policy put" below 4,100 points for the Shanghai Composite [2][36] - The overall short-selling turnover in Hong Kong is around 19%, with the Hang Seng TECH Index seeing a quick rebound in short-selling turnover to 21%, suggesting a potential for a near-term rebound [2][36] - Strategic investors, particularly insurers, are increasing their exposure to Chinese equities due to the low risk-free yield in China, making equities more attractive compared to bonds and real estate [2][36] Investment Strategy - The recommended strategy is to remain invested through the holiday, taking advantage of the Spring Festival "red-envelope" rally and using recent market pullbacks as an opportunity to increase exposure [2][37] - The report highlights the importance of focusing on structural investment opportunities within the Chinese equity market [2][37] Sector Focus - The report suggests a focus on technology sectors, particularly commercial aerospace, AI hardware, and sectors benefiting from the "anti-involution" and "going abroad" trends, which are expected to show performance recovery [3][4] - Consumer sectors such as automotive, tourism, and textiles are highlighted as key areas for investment during the Spring Festival [4] - The report also points to the potential for recovery in cyclical industries, including chemicals, engineering machinery, and real estate, as seasonal policies are expected to boost demand [4]

★下周观点：持仓过节 周度报告——股指期货 高位题材回撤，股市切向低位 [★Ta一bl周e_复Su盘mm：a贵ry]金属与科技齐跌 股 指 期 货 本周（02/02-02/06）以美元计价的全球股市收跌。MSCI 全球指 数跌 0.14%，其中发达市场（+0.03%）>新兴市场（-1.42%）> 前沿市场（-1.77%）。印度股市涨 3.08%跑赢全球，韩国股市跌 5.06%全球表现最差。中国权益下跌，分市场看，中概股>A 股> 港股。A 股沪深京三市日均成交额 24069 亿元，环比上周（30636 亿元)缩量 6567 亿元。A 股宽基指数多数下跌，其中微盘股指数 涨 2.35%表现最好，科创 50 指数跌 5.76%表现较弱。本周 A 股 中信一级行业中共 15 个上涨（上周 10 个），15 个下跌（上周 20 个）。涨幅最大的行业为食品饮料（+4.44%），跌幅最大的 行业为有色金属（-8.46%）。利率方面，本周 10Y 国债收益率下 行，1Y 上行，利差缩小。ETF 资金流向方面，跟踪沪深 300 指 数的 ETF 份额本周减少 11 亿份，跟踪中证 500 的 ETF 份额减 少 16 亿份。 ...

聚智慧同心共绘高质量发展新蓝图 汇力量奋力谱写"十五五"开局新篇章 政协承德市第十五届委员会第六次会议闭幕 李浩王东利当选市政协副主席 2月7日下午，中国人民政治协商会议承德市第十五届委员会第六次会议圆满完成各项议程，在雄壮的国 歌声中闭幕。图为会议现场。承德日报记者 张骁 摄 2月7日下午，政协承德市第十五届委员会第六次会议圆满完成各项议程，在承德大剧院闭幕。会议号 召，全市各级政协组织、政协各参加单位和广大政协委员，要更加紧密地团结在以习近平同志为核心的 中共中央周围，在中共承德市委坚强领导下，解放思想、奋发进取，加快建设高质量发展的"生态强 市、魅力承德"，奋力谱写中国式现代化建设承德篇章，为推进强国建设、民族复兴伟业作出新的更大 贡献！ 方志勇、吴清海、李建华、张富民、白宝君、郭靖涛、董旭明、谷宏健、李浩、王东利、王利华、池大 勇在主席台前排就座。 市委书记柴宝良，市委副书记、市长王亚军，市委副书记蒋文冬，市领导刘宏伟、李晓波、杨颖、李晓 鹏、田德锋、杨海龙、李东等在主席台就座。 下午5时30分，闭幕会开始。方志勇主持会议。 市政协十五届六次会议应出席委员366名，实际出席委员314名，符合规定人数。 ...

Core Viewpoint - The Hong Kong government's Financial Secretary, Paul Chan, emphasizes that the national "14th Five-Year Plan" provides direction for accelerating Hong Kong's development in the next phase [1][3] Group 1: Economic Development - The Hong Kong government is actively collaborating with various departments and public institutions to cultivate new productive forces in the region [1] - Over the past three years, the introduction of key enterprise offices has attracted more than 100 companies to establish operations in Hong Kong, with expected investments exceeding 60 billion HKD [1] Group 2: Innovation and Integration - The government aims to seize opportunities presented by the "14th Five-Year Plan" to integrate more actively into the national development framework [3] - There is a focus on promoting deep integration of technological innovation and industrial innovation, enhancing the connection between technology and industry [3] - The goal is to advance the economy towards high quality, high value-added, and diversified growth [3]

证券分析师 袁豪 A0230520120001 yuanhao@swsresearch.com 唐猛 A0230523080003 tangmeng@swsresearch.com 研究成功费 唐猛 A0230523080003 tangmeng@swsresearch.com 2026年02月08日 相关研究 联系人 唐猛 A0230523080003 tangmeng@swsresearch.com 系统谋划重点领域重大项目投资,发挥央国企 扩投资作用 ──申万宏源建筑周报（20260202-20260206） 本期投资后了 请务必仔细阅读正文之后的各项信息披露与声明 一周板块回顾：板块表现方面，SW 建筑装饰指数-1.81%，沪深 300 指 0 数-1.33%，相对收益为-0.48pct。周涨幅最大的三个子行业分别为装饰 幕墙 (+2.17%)、钢结构 (+2.05%)、生态园林 (+0.55%)，对应行业 内三个公司：名雕股份 (+31.83%)、杭萧钢构 (+9.62%)、国晟科技 (+25.29%)；年涨幅最大的三个子行业分别是钢结构（+23.50%）、专 业工程（+19.18%）、装饰幕墙（+ ...

运行：中共三门峡市委宣传部 中共三门峡市委网信办 在讨论"十五五"规划纲要草案时，委员们表示，"十五五"规划纲要草案与中央及省委"十五五"规划建议 一脉相承、上下贯通，立足全市发展大局，科学擘画了未来五年的发展蓝图，具有很强的指导性和可操 作性。要聚焦三门峡高质量发展大局和群众关切，紧扣省委"1+2+4+N"目标任务体系和市委"3+6+N"目 标任务体系，锚定重点领域精准发力，多建务实之言、多谋发展之策，扎实高效推动规划部署落地生 根。 在讨论计划报告、预算报告时，委员们认为，两个报告数据翔实、内容客观，全面总结了去年我市国民 经济和社会发展计划的执行情况及财政预算执行情况，对今年的工作安排科学合理、重点突出，为加快 现代化三门峡建设夯实了保障。（全媒体记者 王志强） 声明：本号原创文章谢绝媒体转载。如经授权转载，请于文章开头注明"来源：三门峡发布微信公众 号"。 主办：中共三门峡市委 三门峡市人民政府 转自：三门峡发布 市政协委员分组讨论政府工作报告 和"十五五"规划纲要草案、计划报告、预算报告 2月7日，出席市政协八届四次会议的政协委员围绕政府工作报告和"十五五"规划纲要草案、计划报告、 预算报告进行分组 ...