Group 1 - The core viewpoint emphasizes the strong start of China's economy in 2026, marked by significant consumer activity during the Spring Festival holiday, which serves as a vital indicator of economic resilience [2][3] - During the 2026 Spring Festival holiday, over 2.8 billion trips were made, with transportation sectors showing growth rates exceeding 10% for rail, road, and waterway passenger volumes, and a 7.3% increase in civil aviation passenger volume [2] - Domestic tourism reached 596 million trips with total spending of 803.483 billion yuan, both figures setting historical records [2] Group 2 - The government emphasizes the need for urgency and responsibility among departments to achieve economic stability throughout the year, focusing on consumption upgrades and innovative growth [3][4] - Various regions are holding "New Spring First Meetings" to discuss strategies for economic development, with a focus on the synergy between manufacturing and service industries, and promoting technological innovation [3][4] - The upcoming National People's Congress in March is expected to translate current momentum into institutional arrangements and clear action guidelines for economic growth [4][5]

国有资本经营预算收入安排5.96亿元 支出安排 8.31亿元 社会保险基金预算收入安排560.17亿元 支出安排 491.32亿元 着力加大重点领域保障力度 2026年预算数 增幅% I玩 目 (万元) 教育支出 2917354 8.8 科学技术支出 795808 2.5 文化旅游体育与传媒支出 7.1 311146 社会保障和就业支出 2412619 2.2 3.3 卫生健康支出 1394311 资源勘探工业信息等支出 1000070 8.3 商业服务业等支出 522084 33.8 2026年财政支持 经济社会发展主要措施 支持提振消费扩大投资 巩固经济回升向好态势 支持培育新质生产力 加快构建现代化产业体系 支持推进城乡融合 统筹新型城镇化和乡村振兴协同发展 支持保障改善民生 增强人民群众获得感幸福感安全感 支持提升城市能级 着力加快城市建设治理现代化 转自：西安发布 零基预算、强化绩效 全面统筹、集中决策 厉行节约、过紧日子 严控风险、兜牢"三保" "四本预算" UKTA ET 100 EFF "四本预算" 5-744 般公共预算收入安排1009亿元 增长3% 支出安排1700.69亿元 政府性基金预 ...

（记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：贵公司增资一汽旗翼是基于什么原因呢？ 富维股份（600742.SH）2月27日在投资者互动平台表示，本次参与一汽旗翼增资，是发展新质生产 力，打造第二增长曲线的关键战略举措。公司将结合智能座舱、轻量化方面的技术积累，拓展相关产品 布局，实现现有技术与新兴业务的协同复用，打破原有业务边界，推动公司从传统汽车零部件业务向高 端新兴产业延伸，进一步完善在新型智能出行装备领域的战略布局。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：深交所 "十四五"期间，深交所着力推动投融资两端协调发展，持续增强市场内在稳定性，提升市场韧性。上市 公司重质量、重回报的市场氛围加速形成。深入开展"上市公司质量回报双提升"专项行动，支持上市公 司利用资本市场工具做优做强。深市公司营业收入年均复合增长率9.1%，研发投入超过3万亿元。现金 分红超2.2万亿元，较"十三五"增长103%，一年多次分红成为常态。回购金额上限超过4250亿元，主动 回购金额较"十三五"增长近1倍。重大资产重组超200单，交易金额近7000亿元。"并购六条"发布以来， 新增筹划重大资产重组154单，涉及金额超3000亿元，分别增长123%和258%，其中收购新质生产力标 的占比近7成。中航电测收购成飞集团等一批示范性案例相继落地。中长期资金入市规模突破性提升。 积极落实推动中长期资金入市的指导意见，不断优化迭代指数编制方法，大力发展ETF等基金产品，努 力构建中长期资金"愿意来、留得住、发展得好"的市场环境，推动指数化投资高质量发展。截至"十四 五"末，深市ETF产品规模合计1.79万亿元，较"十四五"初 ...

助力创新药发展加速跑——国家医保局积极推动落实代表委员建议提案 "心里的负担突然放下了，感觉自己又有了希望！"广西的乳腺癌患者霍女士，在当地买到了"当年获 批、当年入保"的创新药伊那利塞片。 这款原本每盒售价3万多元的创新药，经医保谈判降价再叠加报销，患者自付费用大幅降低。 霍女士的境遇改善，是国家医保局积极回应全国人大代表和全国政协委员关切、推动创新药惠及民生的 生动写照。 近年来，我国创新药发展进入了快车道，仅2025年获批上市的创新药76个，创新药海外授权总金额突破 1300亿美元，产业发展成果亮眼。 2025年全国两会期间，甄爱华代表、孙洁委员等代表委员们聚焦创新药产业高质量发展的核心需求，围 绕创新药价格体系建设、多元支付、入院使用等发展堵点，提出了具有针对性、可行性的意见建议。 创新药关系到人民群众健康和医药产业高质量发展，办理好相关建议提案，既是回应社会关切，也是推 动医药领域新质生产力发展的关键。 作为牵头办理部门，国家医保局与代表委员积极联系，通过专题座谈、实地调研、电话沟通等多种方 式，深入了解诉求，并邀请代表委员作为专家参与相关政策文件的制定，共同探讨推动创新药发展的具 体路径，全年主办 ...

2025年，西安扩大政府创业投资和产业投资基金规模，规范支持科创型企业发展，规上高新技术企业达 到2700家，培育制造业单项冠军企业36家，新增专精特新"小巨人"企业48家，创历史新高。 叶牛平表示，"十四五"时期，西安创新能力实现新跃升。全社会研发投入强度保持在5%以上，每万人 发明专利拥有量从46.8件增加至95.3件。技术合同成交额4805.7亿元，是"十三五"末的近3倍。国家级高 新技术企业、科技型中小企业总数分别突破1.6万家和2万家，均增长两倍以上。国家创新型城市排名提 升至第6位。 当日提交大会审查的《西安市国民经济和社会发展第十五个五年规划纲要(草案)》明确，围绕该市今后 五年的发展目标，将切实筑牢产业强市根基，加快构建具有西安特色的现代化产业体系；加力推进西安 区域科技创新中心建设，聚力打造新质生产力重要策源地。 据悉，叶牛平还在报告中提出2026年西安经济社会发展主要预期目标：地区生产总值增长5.5%左右， 规模以上工业增加值同比增长9%。(完) 中新网西安2月27日电 (杨英琦 党田野)西安市第十七届人民代表大会第七次会议27日开幕，商业航天、 无人机、机器人等产业发展被列入该市2026 ...

（编辑 丛可心） 证券日报网讯 2月27日，三角轮胎发布公告称，公司制定估值提升计划暨提质增效重回报行动方案，具 体包括：一、聚焦主业，提升经营质量；二、专注科技创新，发展新质生产力；三、完善公司治理体 系，保障投资者合法权益；四、强化"关键少数"责任，促进与股东利益的融合；五、优化激励机制，共 促发展动能；六、重视股东回报，共享发展成果；七、加强信息披露和投资者沟通，积极传递公司价 值。 ...

北交所 投资策略：围绕"制度优化与功能强化"主线，重点关注治理规范、主业清晰、具备扩 产或技术升级需求的优质上市公司，以及具备第二增长曲线布局能力、符合科技创新方 向的中小市值企业。中期维度关注制度红利逐步兑现过程中权重股与稀缺标的的配置价 值。 告 风险提示：发行节奏提速带来的资金分流与结构分化风险；企业盈利能力不达预期的再 定价风险。 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 | 事 件 点 评 北交所 北交所事件点评 分析师：李紫忆（SAC 执业证书编号：S0340522110001） 行 业 研 究 制度优化落地，再融资机制向"效率提升+结构引导"方向深化。本次措施并非单纯放松 | | --- | | 无评级 再融资机制优化，北交所制度功能进一步完善 （维持） | | 2026 年 2 月 27 日 | | 电话：0769-22177163 邮箱：liziyi@dgzq.com.cn | | 事件： | | 北京证券交易所发布优化再融资一揽子措施，从支持优质上市公司高效融资、提升创新 | | 型 ...

1. Report Industry Investment Rating - No relevant content found. 2. Core Viewpoints of the Report - The certainty of the US economy has declined, and the market should follow the domestic economic expectations. The US economic resilience is facing challenges due to factors such as the uncertainty of monetary policy, changes in tariff policies, and persistent dollar liquidity tightness. In contrast, the domestic economy shows signs of an unexpected recovery, and the upcoming "Two Sessions" is expected to have a positive impact on the domestic asset prices [2][6]. 3. Summary by Relevant Catalogs 3.1 US Economic Situation - **Short - term Resilience with Increased Uncertainty**: Although the seasonally adjusted US consumption growth rate has declined, leading indicators suggest that consumption growth still has support. The relatively healthy labor market also indicates short - term economic resilience. However, factors such as the uncertainty of monetary policy, changes in tariff policies, and persistent dollar liquidity tightness have increased the uncertainty of the US economy [7][10][23]. - **Monetary Policy Uncertainty**: The Fed's 1 - month interest - rate meeting did not cut interest rates as expected. The new Fed Chairman Kevin Warsh's previous "hawkish" attitude has cast a shadow on the market. Although the report adheres to the view that the US monetary policy will be loosened, the process may be more tortuous and require greater driving forces. There is a risk that the previous preventive interest - rate cuts in the US may turn into rescue - style cuts, which will reduce the certainty of the economy and asset prices [10][14][15]. - **Tariff Policy Changes**: The US Supreme Court's ruling that Trump's IEEPA tariff is unconstitutional has increased the uncertainty of US tariff policies. Trump's new tariff measures are only short - term transitions, and the mid - term may shift to a tariff framework based on 338, 301, or 232. This change has increased the medium - and long - term risks of the US economy and may also affect Sino - US relations [17][18]. - **Dollar Liquidity Tightness**: The Fed's attempt to ease the dollar liquidity tightness through balance - sheet expansion has had limited effects. The persistent liquidity tightness has increased the risk of the US economy [23]. 3.2 Domestic Economic Situation - **Signs of Unexpected Recovery**: In February, which is a window period for Chinese economic data, the 2026 Spring Festival consumption was unexpectedly hot. High - frequency data shows that the subway passenger volume and domestic flight volume were significantly better than in previous years. However, the per - capita daily travel expenditure has not returned to the pre - 2020 level, indicating that economic recovery and consumption expansion require policy support [27][29]. 3.3 2026 National "Two Sessions" Preview - **Key Focus Areas**: The "Two Sessions" is expected to focus on four key areas: the formulation and implementation of the "15th Five - Year Plan", the setting of economic goals and policy guarantees, policies related to the cultivation and development of new - quality productivity, and industrial policies and "anti - involution" [35]. - **Impact on the Market**: As long as the current policy direction and economic trend continue, the "Two Sessions" will support domestic asset prices. The market has low expectations for the "Two Sessions", and as long as there are no major changes, the market will still have a structural upward trend [40]. 3.4 Outlook for Chinese Asset Trends - **Stock Market**: Before the "Two Sessions" in early March, the market will enter a stable period, and the "Two Sessions" will maintain policy stability. As long as there are no major changes, the market will have a structural upward trend [41]. - **Treasury Bonds**: The "re - allocation" of maturing deposits is beneficial to the short - term bond market. In the medium term, either domestic prices will rise or the economy will stabilize, so treasury bonds may fluctuate in the long run [41]. - **Commodities**: In the short term, it is the off - season for demand, and seasonality is the dominant factor. Trading opportunities need to be found based on the certainty of domestic economic expectations, but this passive choice needs to be treated with caution. In the medium term, the macro and fundamental changes have been reflected in commodity prices to a certain extent, and the strong may remain strong. In the long term, the differentiation of commodity prices will improve, and the prices of low - valued commodities may return [41]. - **Renminbi Exchange Rate**: The Renminbi will continue to appreciate, but the appreciation trend will be more volatile due to the slowdown of the decline in the US dollar index and the expected impact on imports and exports. In the short term, it has support around 6.8 [41].

聚焦项目建设核心，打响全年攻坚战役。今年，肇源县围绕食品加工、特色农业、油气服务等领域，谋 划玉米深加工、大鹅深加工、冷水鱼深加工等重点产业项目。对畅能生物质、贝拓天然气深加工等重大 项目实行"一企一策""滴灌式"服务，确保开春即开工；对德伦堡、源生源等投产项目建立"一对一"跟踪 机制，推动产能充分释放。 锚定五个发展方向，明确攻坚核心领域。锚定县域经济转型新路径："新"聚焦新质生产力，一手抓传统 产业智改数转，一手抓新赛道择优布局；"联"推动县域融入更大产业链与市场圈，实现"县域产、全域 卖、全国通"；"特"深耕特色农产品优势，打造"一县一品"地域品牌矩阵；"优"提升县城承载能力与公 共服务水平，集聚人流、物流、资金流；"融"推进城乡、产业、功能深度融合，催生新业态新模式。 推出"1+5"保障体系，亮明实干激励导向。"政策跟着项目走，奖励围着干事发。"大会发布"1+5"发展保 障体系，释放初"让实干者得实惠"强烈信号。乡镇部门引进项目投产后，可获县本级财政贡献10%的工 作经费补贴，招商经费全额保障；表现突出的干部直接纳入优秀储备库，作为提拔使用、职级晋升的优 先依据；企业最高可获500万元科技创新奖励，人 ...