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！ 2026年经济的增长动能与复苏质量，在很大程度上取决于存量问题的解决进度与实效 文|《财经》记者 孙颖妮 编辑 | 王延春 2025年底中央经济工作会议闭幕后，各部委近期陆续列出2026年任务清单，更多增量政策即将出台。同 时，各地政府部门也陆续召开经济工作会议，分析当前形势，部署2026年经济任务。 2026年，是"十五五"规划的开局之年，在这一关键节点，做好经济工作对稳增长、提振市场信心至关重 要。2026年中国经济预计在政策支持和结构转型、深度改革下稳步增长，多位专家预测，增速可能在 4.5%-5%左右，重点在于扩大内需，通过创新驱动和绿色发展培育新动能，同时稳定房地产市场与化解 地方债务，保持财政和货币政策的积极支持。 过去的2025年，中国经济在中美贸易摩擦等内外复杂因素影响下抗住压力，彰显韧性，亮点纷呈。以科 技创新为核心驱动力的新质生产力加速形成，科技创新多点突破，人工智能大模型、人形机器人、生物 创新药等前沿领域取得重要进展，驱动经济提质增效。2025年1月-11月，规模以上高技术制造业增加值 同比增长9.2%，智能消费 ...

新华社北京1月7日电（记者董雪、曹嘉玥）近日，多家欧洲金融机构研究报告称，中国在全球主要经济 体中展现出较强韧性。对此，外交部发言人毛宁1月7日表示，中国将继续以开放的姿态与各国共享发展 繁荣。 她表示，今年是"十五五"开局之年。展望"十五五"，中国经济长期向好的支撑条件和基本趋势不会变， 优势将更加彰显。中国将以"创新"和"绿色"作为高质量发展的引擎和底色，以"开放"和"共享"助力全球 共同发展，不断扩大自主开放和制度型开放。 "我们将继续做好自己的事，续写中国奇迹的新篇章；也将继续以开放的姿态与各国共享发展繁荣。"毛 宁说，中国式现代化的新征程，将为中国与世界共创未来增添新动能，提供新机遇。 毛宁说，刚刚过去的2025年，中国经济有效应对各种风险挑战，顶压前行、向新向优发展，科技创新成 果、绿色能源转型领跑全球，综合国力跃上新台阶。中国持续推进高水平对外开放，已成为150多个国 家和地区的主要贸易伙伴，对世界经济增长贡献率保持在30%左右，为全球发展注入动力。 当日例行记者会上，有记者问：近日，英国渣打银行、法国兴业银行、荷兰国际集团等多家欧洲金融机 构发布研究报告称，在科技创新和绿色转型支撑下，中国经济 ...

Group 1: Cultural Exchange and Human Connection - The "China-Saudi Cultural Year" has led to increased cultural exchanges, with over 60 events promoting mutual understanding and strengthening the strategic partnership between China and Saudi Arabia [2][6] - Activities included exhibitions of Chinese minority heritage and tea culture, performances of operas, and immersive experiences in Saudi Arabia, enhancing cultural appreciation among Gulf nations [2][3] Group 2: Technological Collaboration and Economic Opportunities - Chinese companies are entering the Gulf market with innovations in autonomous driving, exemplified by the launch of the first self-driving taxi service in Saudi Arabia [4] - Approximately 300 Chinese tech firms showcased advancements in AI, IoT, and digital governance at the Gulf Information Technology Exhibition in Dubai, indicating strong interest in Chinese technology products [4] - The partnership in renewable energy is growing, with companies like BYD signing contracts for energy storage projects in Saudi Arabia, highlighting the shift towards sustainable energy solutions [5] Group 3: Strengthening Multilateral Cooperation - The ASEAN-China-GCC summit in May 2025 emphasized enhanced cooperation in trade, investment, and energy transition, signaling a commitment to future collaboration [5][6] - The Gulf Cooperation Council (GCC) Secretary-General expressed a desire for a free trade agreement with China, indicating a high level of trust and strategic partnership [5][6]

今年是"十五五"开局之年，展望"十五五"，中国经济长期向好的支撑条件和基本趋势不会变，优势将更 加彰显。我们将以"创新"和"绿色"作为高质量发展的引擎和底色，以"开放"和"共享"助力全球共同发 展，不断扩大自主开放和制度型开放。我们将继续做好自己的事，续写中国奇迹的新篇章；也将继续以 开放的姿态同各国共享发展繁荣。中国式现代化的新征程，将为中国与世界共创未来增添新动能，提供 新机遇。 （文章来源：央视新闻） 1月7日，外交部发言人毛宁主持例行记者会。有记者问，近日，英国渣打银行、法国兴业银行、荷兰国 际集团等多家欧洲金融机构发布研究报告称，在科技创新和绿色转型支撑下，中国经济有望在2026年保 持稳定增长，在全球主要经济体中展现出较强韧性。发言人对此有何评论? 毛宁表示，刚刚过去的2025年，中国经济有效应对各种风险挑战，顶压前行、向新向优发展，科技创新 成果、绿色能源转型领跑全球，综合国力跃上新台阶。中国持续推进高水平对外开放，已成为150多个 国家和地区的主要贸易伙伴，对世界经济增长贡献率保持在30%左右，为全球发展注入动力。 ...

Core Insights - The 2025 China Economic Summit Forum and the 23rd Economic Figures Annual Meeting will be held from January 24 to 25, 2026, in Beijing, focusing on high-quality development and brand growth in the capital market [1][3][10] Group 1: Event Overview - The forum is organized by authoritative institutions including the China Asia Economic Development Association and the China Economic Figures Network, ensuring high standards and credibility [2][3] - The event coincides with the conclusion of the "14th Five-Year Plan" and the planning of the "15th Five-Year Plan," addressing key topics such as consumption stimulation, green transformation, digital economy, and new productivity cultivation [3] Group 2: Key Activities - A closed-door meeting for invited guests will take place on January 25, featuring industry leaders discussing high-end resources and economic resilience [3] - The forum will unveil the "2025 China Top 500 Listed Companies Brand" list, recognizing innovation, contribution, and development [5][7] Group 3: Brand Evaluation - The "Top 500 Listed Companies Brand" list is developed by Asiabrand and the Asia Brand Research Institute, utilizing a rigorous evaluation system based on 22 indicators across 8 dimensions [5][7] - This list aims to reflect the overall brand value and growth trends of Chinese listed companies, providing insights for global investors and guiding companies in optimizing brand strategies [7] Group 4: Networking and Collaboration - The forum serves as a platform for industry leaders to connect, share insights, and explore collaboration opportunities, addressing challenges faced by entrepreneurs [7][10] - It aims to create a "think tank" and "alliance of peers" to overcome information and resource isolation [7]

在中韩经贸合作深入的背景下，2026年开年，中国制造业企业正与韩国企业展开广泛合作，提升在全球 供应链中的影响力。今年恰逢TCL成立45周年，作为中国企业全球化的先行者，TCL在创始人、董事长 李东生的带领下，正持续强化产业纵深与全球布局，在技术密集型产业赛道向产业链上游发展，并冲 刺"在海外再造五个TCL"的目标。该公司当前正积极推进与韩国企业的长期合作、积极进入全球市场。 在大洋彼岸的美国拉斯维加斯，开年的首个重要消费电子展CES（国际消费电子展）则于1月6日开幕。 TCL作为中国品牌中展位最大的展商之一，将展出智能终端、半导体显示和新能源光伏三大主要业务的 最新成果。从产业链合作到全球市场开拓，站上了全球化新起点的TCL正持续推动变革转型。 1月5日，由中国贸促会、韩国大韩商工会议所共同主办的中国—韩国商务论坛在京举行，来自中韩两国 的政府官员、工商界人士、专家学者等400余人出席论坛。此次三星电子、SK集团、现代汽车、LG集 团四大集团会长等200多名韩国企业家组成的经济代表团也出席了论坛。 一年一度的CES在美国拉斯维加斯举行 全球影响力升级 中国制造在全球价值链中有着不可替代的系统性优势，这种强劲 ...

在中韩经贸合作深入的背景下， 2026年开年，中国制造业企业正与韩国企业展开广泛合作，提升在 全球供应链中的影响力。今年恰逢TCL成立45周年，作为中国企业全球化的先行者，TCL在创始 人、董事长李东生的带领下， 正持续强化产业纵深与全球布局 ，在技术密集型产业赛道向产业链上 游发展，并冲刺 "在海外再造五个 TCL" 的 目标 。该公司当前正积极推进与韩国企业的长期合 作、积极进入全球市场。 在大洋彼岸的美国拉斯维加斯，开年的首个重要消费电子展 CES（国际消费电子展）则于 1月6日 开幕。 TCL作为中国品牌中展位最大的展商之一，将展出智能终端、半导体显示和新能源光伏三大 主要业务的最新成果。从产业链合作到全球市场开拓，站上了全球化新起点的TCL正持续推动变革转 型。 1月5日，由中国贸促会、韩国大韩商工会议所共同主办的中国—韩国商务论坛 在京举行 ，来自中韩 两国的政府官员、工商界人士、专家学者等 400余人出席论坛。此次三星电子、 SK集团、现代汽 车、LG集团四大集团会长等200多名韩国企业家组成 的 经济代表团 也出席了论坛 。 一年一度的 CES 在美国拉斯维加斯举行 全球影响力升级 中国制造在 ...

Core Insights - The article discusses the dual flow of globalization in the precious metals new materials sector, with international companies entering the Chinese market while Chinese companies seek global opportunities and face challenges [1] - It emphasizes the need for Chinese precious metals companies to move beyond a single trade mindset and build a global circular system for resources, materials, and recycling [1] Business Layout - Focus on core segments of the precious metals value chain and develop a diversified collaborative growth model [2] Industry Chain Integration - Companies like Umicore and Heraeus are enhancing their global presence and refining their industry chain layout, serving as models for domestic companies [1] - The full industry chain loop includes upstream resource control, midstream material manufacturing, and downstream battery recycling [3] Strategic Focus - Leading companies are increasingly focusing on core business areas and shedding non-core assets to enhance competitiveness [11] - Umicore has exited certain projects to concentrate on cash-generating core businesses [11] Technological Collaboration - Companies are leveraging technological synergies to drive innovation, such as Umicore's extension of catalytic coating technology from automotive catalysts to fuel cell applications [13] Capital Operations - Strategic investments are crucial for acquiring key technologies and driving product commercialization [14] - Heraeus is investing millions in Chinese companies to quickly access critical technologies [14] Regional Cooperation - Joint ventures, such as the one between Tanaka Precious Metals and Chengdu Guangming Pait, enhance resource control capabilities and establish a recycling network [15] Market Strategy in China - Global leaders are intensifying their investments in the Chinese market through production bases and R&D centers [17] - Companies like Heraeus are expanding their production capabilities in China to meet high-end industry demands [18] Global Resource Assurance - Leading companies are building global recycling networks to enhance resource security in the Chinese market [19] Local Management - Companies are establishing localized management structures to improve regional market capabilities, such as the upgrade of the Shanghai Songjiang factory by Johnson Matthey [21] Future Outlook - The industry is poised for transformation driven by green initiatives and technological innovation, with hydrogen, battery materials, and circular economy sectors expected to be key growth areas [22]

Group 1: Cultural Exchange and Human Connection - The "China-Saudi Cultural Year" has led to over 60 cultural exchange activities, enhancing mutual understanding and strengthening the strategic partnership between China and Saudi Arabia [2] - Events included exhibitions of Chinese minority heritage and tea culture, performances of operas, and immersive experiences in Saudi Arabia, fostering deeper cultural interactions [2] - Similar cultural activities have been organized in other Gulf countries, such as Qatar and Kuwait, increasing local interest in Chinese culture [2] Group 2: Technological Collaboration and Market Expansion - Chinese companies are entering the Gulf market with innovative technologies, such as autonomous driving services launched by WeRide in Saudi Arabia [4] - Approximately 300 Chinese tech firms showcased advancements in AI, IoT, and digital governance at the Gulf Information Technology Exhibition in Dubai, indicating strong regional interest in Chinese technology [4] - Partnerships in renewable energy are emerging, with companies like BYD signing contracts for energy storage projects in Saudi Arabia, highlighting the growth of the "new energy + storage + manufacturing" model [4][5] Group 3: Future Cooperation and Strategic Partnerships - The ASEAN-China-GCC summit in May 2025 emphasized enhanced cooperation in trade, investment, and energy transition, signaling a commitment to future collaboration [5] - The Gulf Cooperation Council (GCC) Secretary-General expressed a desire for a free trade agreement with China and anticipation for upcoming summits, indicating a high level of diplomatic engagement [6] - The ongoing collaboration between China and Gulf countries is expected to evolve into more concrete and sustainable partnerships, driven by mutual learning and shared development goals [6]

Core Insights - The Yangtze River Economic Belt contributes nearly half of China's GDP while accounting for about one-third of the country's energy consumption and carbon emissions [1] Industry Developments - Traditional industries such as steel and petrochemicals in the Yangtze River Economic Belt are actively pursuing green transformation, establishing 24 national carbon peak pilot cities and parks, along with 14 zero-carbon parks [1] - Approximately 10,000 old operating vessels have been scrapped and updated as part of the push for clean energy and new energy ship development [1] Innovation and Industrial Upgrading - The region has cultivated 41 national-level advanced manufacturing clusters and 30 strategic emerging industry clusters, representing 51% and 45% of the national totals, respectively [1] - A regional innovation system is being enhanced, with three technology innovation centers and eight national laboratories established along the river, leading to breakthroughs in key technologies in fields such as artificial intelligence and quantum information [1] Future Directions - The Yangtze River Economic Belt will continue to focus on green, high-end, and intelligent development, fostering green low-carbon industries tailored to local conditions to achieve development while protecting the environment [1]