此次中央经济工作会议释放了哪些新信号，21世纪经济报道记者进行了梳理和解读。 作者丨王峰 编辑丨周上祺 中央经济工作会议12月10日至11日在北京举行。会议对2025年做出了"我国经济顶压前行、向 新向优发展"的重要判断。 这一局面来之不易，特别是2024年9月26日中央政治局会议果断部署一揽子增量政策，使社会 信心有效提振，经济明显回升，2025年宏观政策贯彻落实了多项超常规逆周期调节举措。 对于2026年经济工作，中央经济工作会议提出"加大逆周期和跨周期调节力度"，其中对多项宏 观政策的部署，措辞则从2025年的"加大""加强""增加""扩大"等，转为更加注重"保持""优 化"。同时，会议提出了多项新举措、新任务。 信号一：继续实施更加积极的财政政策 会议指出，保持必要的财政赤字、债务总规模和支出总量，加强财政科学管理，优化财政支出 结构，规范税收优惠、财政补贴政策。重视解决地方财政困难，兜牢基层"三保"底线。严肃财 经纪律，坚持党政机关过紧日子。 会议还指出，适当增加中央预算内投资规模，优化实施"两重"项目，优化地方政府专项债券用 途管理。 回顾2025年，赤字率从2024年的3%提升至2025年的4% ...

2026年经济怎么干？大量资金将流向哪里？老百姓生活会有哪些改变？ 这场重磅会议提出的一系列举措，直接关系居民和企业的钱袋子。 会议总结成绩，分析形势，为2026年经济工作划定路线图。 看总基调，依然坚持"稳中求进"，同时强调"提质增效"。 12月10日至11日举行的中央经济工作会议，就是最清晰的风向标。 制定实施城乡居民增收计划；推动投资止跌回稳；引导金融机构加力支持扩大内需、科技创新、中小微 企业等重点领域；加紧清理拖欠企业账款…… 看宏观政策，更加积极的财政政策、适度宽松的货币政策将持续发力。 看具体部署，明确提出八项重点任务。 所有谋划都指向一个目标："十五五"取得良好开局，让经济稳得住、百姓得实惠、发展有后劲。 提出"五个必须" 开局之年，做好经济工作至关重要。 对于做好新形势下经济工作，会议总结了"五个必须"： 扩大内需是重头戏 必须充分挖掘经济潜能，必须坚持政策支持和改革创新并举，必须做到既"放得活"又"管得好"，必须坚 持投资于物和投资于人紧密结合，必须以苦练内功来应对外部挑战。 清华大学中国发展规划研究院常务副院长董煜对三里河表示，这既是对今年工作的总结，同时又是对下 一步工作的指引，既是经 ...

Core Viewpoint - The Central Economic Work Conference held on December 10-11 in Beijing outlined eight key tasks for economic work in the coming year, emphasizing the importance of domestic demand, innovation, reform, and sustainable development. Group 1: Domestic Demand and Market Development - Emphasis on domestic demand as the main driver for economic growth, with plans to implement actions to boost consumption and increase residents' income [1] - Initiatives to expand the supply of quality goods and services, and to optimize the implementation of new policies [1] - Measures to stabilize investment, including increasing central budget investments and optimizing the use of local government special bonds [1] Group 2: Innovation and New Growth Drivers - Focus on innovation-driven development, with plans to enhance education, technology, and talent development [2] - Establishment of international technology innovation centers in key regions such as Beijing, Shanghai, and the Guangdong-Hong Kong-Macau Greater Bay Area [2] - Strengthening the role of enterprises in innovation and improving intellectual property protection in emerging fields [2] Group 3: Reform and High-Quality Development - Commitment to reform efforts to enhance the vitality of high-quality development, including the establishment of a unified national market [2] - Plans to deepen state-owned enterprise reforms and improve regulations supporting the private economy [2] - Initiatives to clear overdue payments to businesses and promote win-win development for platform enterprises and their operators [2] Group 4: Opening Up and International Cooperation - Promotion of multi-field cooperation and gradual expansion of service sector openness [2] - Encouragement of service exports and development of digital and green trade [2] - Efforts to enhance the foreign investment promotion system and support the Belt and Road Initiative [2] Group 5: Coordinated Development and Urban-Rural Integration - Focus on urbanization and rural revitalization, with an emphasis on county-level economic development [3] - Commitment to maintaining food production and stabilizing prices of essential agricultural products [3] - Strengthening coordination among major urban clusters and enhancing cross-administrative cooperation [3] Group 6: Green Transformation and Carbon Neutrality - Initiatives to promote energy efficiency and carbon reduction in key industries [3] - Development of a new energy system and expansion of green electricity applications [3] - Implementation of comprehensive waste management actions and environmental protection measures [3] Group 7: Social Welfare and Employment - Actions to stabilize employment for key groups such as college graduates and migrant workers [4] - Plans to optimize educational resource allocation and increase the supply of quality educational opportunities [4] - Initiatives to enhance healthcare services and support for vulnerable groups [4] Group 8: Risk Management and Financial Stability - Focus on stabilizing the real estate market with tailored measures for different cities [4] - Efforts to reform the housing provident fund system and promote the construction of affordable housing [4] - Strategies to manage local government debt risks and optimize debt restructuring methods [4]

为困难群众提供坚实的资金保障。"十四五"时期，在困难群众生活救助上连续四年上调救助标准，累计 安排资金1.76亿元。同时严格资金监管，通过预算管理一体化系统及"一卡通"发放监管平台全流程对资 金发放情况进行跟踪监督，确保资金专款专用。持续提升医疗保障水平。"十四五"时期，居民医保财政 补助标准从每人每年580元增加到700元，累计安排医保补助1.83亿元，保障了医保基金稳定运行，确保 参保群众看得起病。此外，每年安排财政医疗救助补助资金，资助困难群众参加城乡居民医保，并对他 们在医保报销之后的个人自付费用给予进一步救助，累计安排医疗救助资金1763万元，有效减轻了困难 群众的医疗压力。进一步夯实基层医疗基础。"十四五"时期，基本公共卫生服务补助标准从每人每年74 元提高至99元，累计安排资金2.9亿元，支持提高基本公共卫生服务水平。累计安排老年乡医生活补助 资金1255万元，保障老年乡医基本生活需求。安排资金135万元，完成122家村卫生室标准化改造，进一 步增强了基层医疗服务能力。 12月11日，德城区政府新闻办举行德城"十四五"发展成就系列主题新闻发布会第六场，德城区财政局党 组成员刘芳就区财政在保障困难 ...

Core Insights - The Central Economic Work Conference held on December 10-11 in Beijing emphasized the need for economic work in the coming year to focus on stability while seeking progress, enhancing quality and efficiency, and leveraging both existing and new policies to improve macroeconomic governance [1][3] Group 1: Economic Policy Focus - The conference outlined eight key tasks for the upcoming year, highlighting a shift towards prioritizing "quality and efficiency" alongside domestic demand [1] - There is a strong emphasis on innovation-driven growth and risk prevention, indicating a balanced approach to economic development [1] Group 2: Policy Implementation Strategies - Microeconomic policies will aim to stimulate market vitality and enhance the effectiveness of national economic circulation [3] - Structural policies will focus on ensuring the implementation of reforms and enhancing the momentum for high-quality development [3] - Technological policies will prioritize attracting foreign investment and expanding high-level openness to stabilize foreign trade and investment [3] Group 3: Risk Management and Coordination - The conference stressed the importance of effectively preventing and resolving major economic risks while maintaining a focus on coordinated development [3] - Regional policies will aim to enhance balanced and coordinated development, promoting urban-rural integration and regional synergy [3] Group 4: Social Policies and Public Welfare - Social policies will focus on safeguarding the bottom line of people's livelihoods and enhancing regional development vitality [3] - There will be a commitment to improving public welfare and ensuring that the population feels a sense of security and happiness [3]

Core Viewpoint - The Central Economic Work Conference held in Beijing from December 10 to 11 emphasizes prioritizing people's livelihoods and aims to implement practical measures for the public [1][2]. Employment and Labor - The conference plans to implement actions to stabilize and expand employment, focusing on key groups such as college graduates and migrant workers, while encouraging flexible employment and new employment forms to participate in employee insurance [1][2]. Education - There will be a restructuring of educational resources to increase the supply of ordinary high school places and enhance the enrollment of quality undergraduate programs in universities [1][2]. Healthcare and Social Welfare - The conference aims to optimize centralized drug procurement and deepen reforms in medical insurance payment methods. It also plans to implement a rehabilitation and nursing expansion project and promote a long-term care insurance system, with a focus on supporting vulnerable groups [1][2]. Population Policy - The conference advocates for a positive view on marriage and childbirth, aiming to stabilize the scale of new births [1][2]. Safety and Security - Emphasis will be placed on ensuring safety in production, disaster prevention and reduction, and the safety of food and pharmaceuticals [1][2].

"这次宣讲很有针对性，既聚焦基层工作难点堵点，又精准回应群众所思所盼，让我们对村庄发展方向 有了更清晰的认识。"农林村党总支书记、村委会主任王利宏深有感触地说。 安徽立足基层实际需求，开展"百千万"基层宣讲，通过面对面宣讲、心贴心交流，推动全会精神"飞入 寻常百姓家"，宣讲受众达258.2万人次。 12月2日，在四川省攀枝花市的银江水电站建设工地上，一场别开生面的全会精神宣讲正在进行—— 构建"理论+百姓+文艺"宣讲体系，将全会精神融入群众身边案例……连日来，北京、安徽、四川、中 央和国家机关等各地区各部门宣讲团结合自身实际，深入机关、企业、社区、乡村等一线，以宣讲对象 喜闻乐见的方式，开展分众化、多形式的宣讲活动，推动党的二十届四中全会精神走深走实、落地生 根。 "农旅融合人气旺……"近日，在北京城市副中心科技小院讲习所，文艺宣讲员陈金榜带来京韵大鼓《乡 村振兴谱新篇》，以铿锵有力的鼓点搭配朗朗上口的唱词，将全会部署中有关乡村振兴、民生保障等内 容娓娓道来，赢得现场观众阵阵掌声。 这是连日来北京市开展党的二十届四中全会精神基层宣讲活动的生动缩影。 从举办"强国复兴有我"百姓宣讲团宣讲31场，以百姓故事引发强 ...

中国式现代化，民生为大。 民之所望，政之所向。身边的一张张笑脸，映出的是枝叶关情的民生图景。本报记者深入基层，记录群 众身边的幸福变迁，多角度呈现2025年的民生画卷。 ——编者 【幼有所育】 上海降低家庭生育、养育、教育成本 "育儿补贴给了我们一个暖心包" 本报记者黄晓慧 午后，阳光洒进窗明几净的上海市静安区江宁路街道"宝宝屋"，社区居民林秀华来接孙子回家。在"宝 宝屋"，孩子们有育儿师的耐心陪伴。 12月8日召开的中央政治局会议，以"民生保障更加有力"总结一年来的民生领域各项工作，并对明年民 生工作提出明确要求，"坚持民生为大，努力为人民群众多办实事"。 幼有所育、学有所教、劳有所得、病有所医、老有所养、住有所居、弱有所扶，是牵动亿万家庭的民生 关切。300多个地级市和人口大县建设托育综合服务中心；学前教育毛入园率达到92%，高等教育毛入 学率达到60.8%；跨省异地就医直接结算惠及5.6亿人次；居民人均预期寿命达到79岁；脱贫人口务工就 业规模连续4年稳定在3000万人以上…… "孩子一岁半就能进普惠托育点，真是帮了我们的大忙。"林秀华的儿子李扬帆说。他和爱人吴女士都是 上班族。曾经，养育大宝让他们奔波 ...

Core Insights - China is leveraging its unique industrial chain, engineer dividend, and large-scale market advantages to position itself as a global leader in cutting-edge technology [1][4] - The "14th Five-Year Plan" emphasizes technological innovation, consumer upgrades, and social welfare, with a focus on transforming the blueprint into sustained consumer potential through effective implementation of key tasks [1][7] Group 1: Advantages Driving China's Competitive Edge - China's competitive edge is attributed to three main advantages: industrial chain clustering effects, engineer dividends, and a policy framework supported by a vast domestic market [4] - The integration of industrial policy with market mechanisms allows Chinese companies to achieve better pricing and support R&D investments, particularly in sectors like artificial intelligence [4] - Despite the U.S. having approximately ten times the capital expenditure in AI, China demonstrates comparable efficiency in practical application scenarios, showcasing its first-mover advantage in several key sectors [4][5] Group 2: Strategies for Boosting Consumption - To break the weak economic cycle, broader reforms and economic support are necessary beyond just technological innovation, as highlighted in the "15th Five-Year Plan" [7] - Strengthening the social security system is crucial for addressing low-price cycles and increasing consumer spending, with proposals to raise monthly social security subsidies for farmers and migrant workers from approximately 220 yuan to 1,000 yuan by the end of the "15th Five-Year Plan" [8] - If social security reforms are successfully implemented, it is projected that the share of household consumption in GDP could rise from about 40% to 45% within five years, potentially leading to a domestic consumption market exceeding $10 trillion by 2030 [8] Group 3: Real Estate Market Stabilization - To stabilize the real estate market, three policy directions are suggested: inventory reduction through government acquisition of properties for affordable housing, debt restructuring for certain real estate companies to prevent risk spread, and mortgage interest subsidies to encourage home purchases [9][10] - The effectiveness of these measures hinges on addressing concerns about public resource allocation for historical issues, with the mortgage subsidy approach being more operationally feasible [10]

Core Viewpoint - The news highlights the achievements and future plans of Rizhao City in enhancing public welfare and social services during the "14th Five-Year Plan" period, with a total expenditure of 118.4 billion yuan on people's livelihood, maintaining around 80% of the general public budget expenditure [1]. Group 1: Employment and Social Security - The city has focused on five key areas: employment and social security, educational equity, health for all, assistance for the vulnerable, and services for the elderly and children [3]. - A total of 1.63 billion yuan has been allocated for employment and entrepreneurship funding, with approximately 3.3 billion yuan in guaranteed loans, directly supporting 14,000 individuals in starting businesses [3]. - The city has organized over 100 recruitment events and provided vocational skills training for 149,000 participants, resulting in 148,000 new urban jobs [3]. Group 2: Education and Health - The city has constructed or renovated 81 primary and secondary schools and inclusive kindergartens, and has initiated a model for early childhood education [4]. - The maximum payment limit for employee medical insurance hospitalization has been raised to 200,000 yuan, and the reimbursement threshold for outpatient services has been lowered, with a reimbursement rate of 65% for rural residents [3][4]. - The per capita funding for basic public health services has increased to 99 yuan, with significant upgrades to medical facilities and services [3]. Group 3: Support for Vulnerable Groups - The urban and rural minimum living standards have increased by 36.1% and 45.3% respectively since the end of the "13th Five-Year Plan," aiming for monthly standards of 977 yuan and 812 yuan by 2025 [4]. - Over 700 million yuan has been distributed in subsidies for disabled individuals, ensuring basic living standards for those in need [4]. - A total of 630 million yuan has been invested in elderly care services, promoting a coordinated system of community and home-based care [4]. Group 4: Future Outlook - Looking ahead to the "15th Five-Year Plan," the city plans to enhance service awareness, optimize expenditure structure, and increase investment in public welfare to improve the quality of life for residents [4].