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(经济观察)从四中全会关键表述看中国经济动向
Zhong Guo Xin Wen Wang· 2025-10-23 13:26
中新社北京10月23日电 题:从四中全会关键表述看中国经济动向 中新社记者 王恩博 中共二十届四中全会公报23日公布。透过其中关键表述,可一观当前和今后一个时期的中国经济动向。 全会还提出,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。 ——提升宏观经济治理效能。近年来,宏观调控的前瞻性、针对性、有效性不断提高,助力中国经济妥 善应对各类风险挑战。 着眼增强高质量发展动力,全会提出"坚持和完善社会主义基本经济制度""完善宏观经济治理体系"等, 并表示要充分激发各类经营主体活力,加快完善要素市场化配置体制机制,提升宏观经济治理效能。 ——"十五五"时期经济社会发展主要目标。公报提出了"十五五"时期经济社会发展的主要目标,包 括"高质量发展取得显著成效""进一步全面深化改革取得新突破""美丽中国建设取得新的重大进展"等。 着眼更远的未来,全会还明确:到二〇三五年实现中国经济实力、科技实力、国防实力、综合国力和国 际影响力大幅跃升,人均国内生产总值达到中等发达国家水平,人民生活更加幸福美好,基本实现社会 主义现代化。 ——长期向好的支撑条件和基本趋势没有变。"十五五"时期是基本实现社会主义现 ...
风电产业链企业频现高增长,业内普遍对长期发展有信心
Hua Xia Shi Bao· 2025-10-23 13:13
Core Viewpoint - The wind power industry has experienced significant growth in installed capacity this year, leading to substantial profits across various segments of the supply chain [2][3][4]. Company Performance - China National Materials Technology (中材科技) reported a 33.47% increase in revenue to 8.369 billion yuan for Q3 2025, with net profit rising 234.84% to 481 million yuan, driven by increased sales of wind turbine blades and rising prices of fiberglass products [3][4]. - Kangda New Materials (康达新材) announced a net profit of 80 to 90 million yuan for the first three quarters, marking a turnaround, with its adhesive business for wind turbine blades as the core driver [2][4]. - China Jushi (中国巨石) achieved total revenue of 13.904 billion yuan, a 19.53% year-on-year increase, and a net profit of 2.568 billion yuan, up 67.51% [4]. Industry Trends - The wind power sector saw a remarkable 98.9% year-on-year increase in newly installed capacity, totaling 51.4 GW in the first half of 2025, with offshore wind power growing by 200% and onshore by 95.5% [4][6]. - The bidding volume for wind turbines reached 71.9 GW, an 8.77% increase year-on-year, indicating sustained demand in the market [4]. Future Outlook - Companies express cautious optimism regarding the sustainability of current performance, acknowledging potential fluctuations in 2026 due to the "rush installation" phenomenon but maintaining confidence in the long-term growth of the wind power industry [5][6]. - The "14th Five-Year Plan" anticipates a significant increase in wind power capacity, with annual additions expected to reach at least 120 million kilowatts, ensuring robust growth through 2035 [6][7]. - The wind power industry's growth is supported by three main factors: continuous policy support, technological advancements, and strong market demand, with a positive long-term outlook despite potential short-term challenges [7].
“十五五”时期,中国将着重办好这些事
财联社· 2025-10-23 12:08
Core Points - The article discusses the key tasks and strategies outlined in the work report presented at the Fourth Plenary Session of the 20th Central Committee of the Communist Party of China, focusing on economic and social development for the upcoming five years [1][2]. Group 1: Economic Development Strategies - Emphasis on building a modern industrial system to strengthen the foundation of the real economy [2][3] - Accelerating high-level technological self-reliance to lead the development of new productive forces [2][3] - Expanding domestic markets and constructing a new development pattern [2][3] Group 2: Agricultural and Rural Development - Prioritizing agricultural modernization and promoting comprehensive rural revitalization [2][3] - Enhancing agricultural production capacity and quality, while improving rural living conditions [2][3] Group 3: Cultural and Social Development - Stimulating cultural innovation and development to enrich socialist culture [4] - Increasing efforts to improve people's livelihoods and promote common prosperity [5][6] Group 4: National Security and Defense - Modernizing the national security system and capabilities to ensure a higher level of safety [5][6] - Advancing the modernization of national defense and the military to achieve strategic goals [6][7] Group 5: Environmental Sustainability - Committing to a comprehensive green transformation of economic and social development to build a beautiful China [7][8] - Promoting carbon neutrality and enhancing ecological safety [7][8]
2025金融街论坛将设绿色金融平行论坛,同步发布行业白皮书
Di Yi Cai Jing· 2025-10-23 11:49
Core Viewpoint - The China Everbright Bank is set to host a parallel forum titled "High-Quality Development of Green Finance to Support Carbon Peaking and Carbon Neutrality" during the 2025 Financial Street Forum, where it will officially release the "Green Finance White Paper" [1] Group 1: Green Finance Initiatives - The "Green Finance White Paper" will outline international green finance theories and China's green finance policies, showcasing the country's green finance product system [1] - The company aims to leverage its unique advantages in "comprehensive finance + green industry" to promote innovative practices in the integration of green production and finance [1] - Everbright Group has been actively exploring innovative green finance products, including carbon footprint-linked loans and transformation loans, as well as green bonds and green asset securitization [1] Group 2: Future Outlook - The white paper will also provide insights and recommendations for the future development of green finance in China [1] - The establishment of a green public welfare trust and the creation of a new ecosystem for green investment and financing are part of the company's strategic initiatives [1]
光大集团将承办2025金融街论坛“绿色金融”主题平行论坛
Jing Ji Guan Cha Wang· 2025-10-23 11:19
Core Viewpoint - The core focus of the news is on Everbright Bank's commitment to green finance and its strategic initiatives to support carbon neutrality through a comprehensive financial service system [1] Group 1: Green Finance Initiatives - Everbright Group will host a parallel forum titled "High-Quality Development of Green Finance to Support Carbon Peak and Carbon Neutrality" during the 2025 Financial Street Forum [1] - The group will officially release the "Green Finance White Paper" at the forum [1] Group 2: Strategic Framework - Everbright Group has established a "1+4+1+N" collaborative service system in the green finance sector, integrating comprehensive finance with environmental industries [1] - The system is led by the group and involves collaboration among four major financial sectors: banking, securities, insurance, and asset management, supported by Everbright Environment's green ecology [1] - The strategy focuses on creating a systematic green collaborative work framework through a diverse range of financial products [1]
二十届四中全会公报:加快建设新型能源体系
国家能源局· 2025-10-23 10:34
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。 (来源:中国电力报) 全会提出,加快经济社会发展全面绿色转型,建设美丽中国。牢固树立和践行绿水青山就是金山银山的理念,以碳达峰碳中和为牵引,协 同推进降碳、减污、扩绿、增长,筑牢生态安全屏障,增强绿色发展动能。要持续深入推进污染防治攻坚和生态系统优化,加快建设新型 能源体系,积极稳妥推进和实现碳达峰,加快形成绿色生产生活方式。 ...
【招银研究|行业深度】储能行业之抽水蓄能——抽蓄步入战略发展期,关注下游中长期融资需求
招商银行研究· 2025-10-23 09:56
Core Viewpoint - Pumped storage will continue to be in a strategic development period, with an expected average annual compound growth rate of over 14% for new installations during the 14th Five-Year Plan period. The rapid increase in renewable energy penetration is driving the demand for flexible resources in the power grid, which can be met by pumped storage due to its technological maturity and cost-effectiveness [3][6][21]. Group 1: Market Demand and Growth - The demand for pumped storage installations is primarily influenced by the penetration rate of renewable energy, project planning, and electricity pricing policies. The current pricing policy has clarified the profitability model for pumped storage, making long-term development planning crucial for its growth [3][4][21]. - The cumulative installed capacity of pumped storage is expected to reach 120 GW by 2030, doubling from 62 GW at the end of 2025, indicating significant growth potential in the next five years [3][21]. Group 2: Economic Factors - The two-part electricity pricing policy underpins the revenue expectations for pumped storage, with initial investment costs, financing costs, operational expenses, and electricity price income being the core variables affecting profitability [4][32]. - The actual yield of pumped storage projects is closely related to initial investment costs, financing costs, operational expenses, and electricity price income. Lower financing and operational costs lead to better yield outcomes [4][32]. Group 3: Industry Structure and Financing - The pumped storage industry chain is mature, with the downstream investment sector expected to have a financing demand exceeding 270 billion during the 14th Five-Year Plan period, making it a significant target for bank funding [5]. - The State Grid maintains a leading position in the pumped storage sector, with its pumped storage division upgraded to a directly subordinate unit, enhancing its capacity to mobilize substantial investment in future projects [5]. Group 4: Technological Maturity and Cost Efficiency - Pumped storage is currently the most mature and cost-effective technology for large-capacity, long-duration energy storage, with a lifecycle cost per kilowatt-hour that is the lowest among various storage technologies [14][19]. - The lifecycle cost advantages of pumped storage stem from moderate initial investment, low operational maintenance costs, and high energy conversion efficiency, typically reaching 75%-80% [19]. Group 5: Future Development and Policy Support - The medium- to long-term development plan for pumped storage ensures sustainable growth, with an expected average annual compound growth rate of around 14% for new installations during the 14th Five-Year Plan [21][28]. - The two-part pricing policy is expected to stabilize revenue, while the initial investment costs are projected to remain stable, with regional variations in costs due to differing construction conditions [32][48].
2026年《中国能源报》火热征订中!
中国能源报· 2025-10-23 08:07
Core Viewpoint - The article emphasizes the role of "China Energy News" as a leading media platform in the energy sector, promoting high-quality development and supporting the carbon peak and carbon neutrality goals set by the government [1]. Group 1: Overview of "China Energy News" - "China Energy News" was founded on June 1, 2009, and is the first mainstream economic newspaper in China covering the entire energy industry chain [1]. - The publication serves as an authoritative platform for interpreting President Xi Jinping's important discourses on energy work and showcases the high-quality development of the energy sector [1]. - It has established strong partnerships with various government agencies, enterprises, and think tanks, enhancing its influence and reach within the industry [1]. Group 2: Audience and Engagement - The readership of "China Energy News" spans the entire energy industry chain, making it a preferred choice for professionals in various sub-sectors [1]. - Many readers habitually save and collect issues of "China Energy News," indicating its value and relevance in the industry [1]. - The publication aims to engage professional readers and encourages them to contribute to its distribution efforts, fostering collaboration for the advancement of the energy sector [1].
标准引领 创新驱动
"十四五"以来,自然资源标准化工作以习近平新时代中国特色社会主义思想为指导,深入贯彻《国 家标准化发展纲要》精神,建立完善标准体系及专项标准体系,强化部局融合,加强关键急需标准供 给,推进标准应用,开展标准化国际合作,充分发挥标准引领支撑作用,自然资源标准化工作形成新格 局、取得新成效。 建设高质量标准体系 绘就标准化发展新蓝图 为贯彻落实《国家标准化发展纲要》,自然资源部与市场监管总局等共18个部门联合印发《贯彻实 施〈国家标准化发展纲要〉行动计划(2024—2025年)》,扎实推进自然资源节约集约利用、生态环境恢复 与保护、新型基础建设、碳达峰碳中和、乡村振兴、新型城镇化等领域标准化工作任务落实。同时聚焦 服务自然资源业务工作,印发《自然资源标准化工作三年行动计划》,对标准化工作进行全面部署和系 统安排。 ——研究构建自然资源标准体系。围绕支撑自然资源"两统一"职责履行,印发《自然资源标准体 系》。按照资源属性及业务流程两条主线,创新性地建立了包括"自然资源综合管理、自然资源门类、 自然资源信息化和测绘技术"三大板块,标准体系涵盖自然资源调查监测等13个标准子体系、52个专业 门类。推进专项标准体系做深做 ...
21社论丨大力推进气候适应型社会建设
21世纪经济报道· 2025-10-22 23:22
近日,世界气象组织发布的报告称,自20世纪60年代以来,二氧化碳增长速度已增至三倍,浓 度水平达到至少80万年来的最高值,浓度上升使地球走向更长期的升温轨迹,并正朝着升温3 摄氏度的方向发展。 为应对全球气候变化,我国做出了极大的努力。2020年9月,我国在联合国大会上明确提出力 争2030年前实现二氧化碳排放达峰、2060年前实现碳中和。党的二十大要求,统筹产业结构 调整、污染治理、生态保护、应对气候变化,协同推进降碳、减污、扩绿、增长。党的二十届 三中全会进一步强调,要积极应对气候变化,健全绿色低碳发展机制。 近年来,我国频繁遭遇异常天气,对人们的生产生活带来显著影响。国家气候中心气象专家表 示,最近10多年我国东部地区汛期多雨带较之本世纪头10年和上世纪90年代明显地北移。水利 部的数据显示,今年7至8月,中国总体确实呈现"北涝南旱"的降水格局。 进入9月后,我国西北地区东部、华北南部和黄淮等出现连阴多雨天气,给秋粮收获带来困 难,也对推进秋种带来风险。华北以及长江中下游地区是我国粮食主产区,需要提前形成预 案,以应对可能的"北涝南旱"趋势对粮食安全的影响。国家气象局的数据显示,我国每年因各 种气象灾害 ...