当前，全省上下正以"开局起势"的拼搏之志、实干之姿，全力以赴拼经济、促发展，奋力实现"十五 五"良好开局。作为宏观管理和经济综合协调部门，省发改委将如何贯彻落实省委经济工作会议精神， 谋划好2026年经济工作？ 省发改委党组书记、主任孟芊表示，2025年，省发改委深入学习贯彻习近平总书记在福建考察时的重要 讲话精神，坚决贯彻落实党中央国务院决策部署和省委省政府工作要求，坚持扭住目标不放松、一张蓝 图绘到底，紧盯"奋勇争先、再上台阶"，履职尽责、担当作为，推动全省经济运行呈现总体平稳、稳中 有进的良好态势，全年主要预期目标预计顺利完成，"十四五"圆满收官。我们领会到，这些成绩来之不 易，根本在于习近平总书记领航掌舵，在于习近平新时代中国特色社会主义思想科学指引。回望"十四 五"时期，是我省发展历程中极不寻常、极不平凡的五年，习近平总书记两次莅临福建考察并发表重要 讲话，为新时代新福建建设把脉定向、指路引航。我们带着特殊感情、特殊使命、特殊责任，全面学 习、全面把握、全面贯彻落实。 2026年是"十五五"开局之年，也是福建在中国式现代化建设中奋勇争先、谱写新征程新福建建设新篇章 的关键之年。省发改委将深入学习贯彻 ...

证券时报记者 李颖超 当前，全球经济格局加速演变，准确理解中国宏观趋势与市场机遇尤为重要，国际金融机构正深入研判"十五 五"开局之年的发展路径与投资机会。新年伊始，来自汇丰银行、渣打银行等多家国际金融机构的首席经济学家、 投资策略总监接受了证券时报记者的采访，多家机构不约而同地将"十五五"规划建议作为分析核心，从增长目 标、政策重点、产业动能到资产"跟投"，系统勾勒出一幅以"内需主导、创新驱动、高水平开放"为关键词的中国经 济新图景。 保持中高速增长 向内需与创新要动力 对于2026年中国经济的增速设定，外资机构给出了贴近"潜在增长水平"的预测。 超配中国股票 青睐科技与价值板块 基于对宏观面和政策面的积极研判，多家外资机构在资产配置上明确表达了对中国资产的偏好。 据渣打银行（中国）有限公司财富方案部总经理梁大伟介绍，该行最新发布的《2026年全球市场展望》建议超配 中国股票，并认为其有望受益于企业治理的改善，以及针对科技与创新的针对性政策支持。 "渣打银行自身也超配中国股票，预期定向的政策刺激，以及与人工智能主题相关的强劲盈利增长，将为中国经济 提供强有力支持。"渣打银行（中国）有限公司财富方案部投资策略总 ...

在参加芙蓉区代表团审议时，陈博彰强调，要在建设全球研发中心城市中彰显更大作为，在建设国际消费中心城 市中打造更靓名片，在提升城市功能品质中树立更优样板，在保障改善民生福祉中传递更暖温度，在统筹发展和 安全中构筑更牢屏障，在全省及全市发展大局中扛重担、挑大梁。 在参加开福区代表团审议时，陈博彰指出，要在扩大有效需求上走在前、在推进科产融合上当标杆、在深化改革 开放上勇争先、在促进城乡融合上作示范、在守牢安全底线上下功夫，积极推动重点片区拓展提质，为实现"十五 五"良好开局作出新的更大贡献。 在长沙高质量发展和现代化建设中奋勇担当 陈博彰参加浏阳市、芙蓉区、开福区、望城区代表团审议 长沙晚报掌上长沙1月7日讯（全媒体记者 唐朝昭）7日，市委副书记、代市长陈博彰先后来到浏阳市、芙蓉区、 开福区、望城区代表团，与参加市十六届人大六次会议的代表们一起审议政府工作报告，审查"十五五"规划纲要 草案等。市领导张敏、肖正波、李伟群、张白云、杨长江、吴德峰、周志凯、周春晖、郑平，市政府秘书长许凡 参加。 代表们一致认为，政府工作报告和"十五五"规划纲要草案系统回顾了"十四五"以来特别是过去一年全市经济社会 发展取得的显著成效， ...

Core Viewpoint - The article emphasizes the importance of Hong Kong's integration into the national development framework, highlighting the central government's support for Hong Kong's prosperity and stability, as well as the city's resilience and vitality in its economy [1][2]. Group 1: Economic Development - Hong Kong's economy has shown strong resilience and vitality over the past year, with its status as an international financial center being reinforced [1]. - The scale of IPOs in Hong Kong has returned to a leading position globally, and the number of companies based overseas or in mainland China operating in Hong Kong has reached a historical high [1]. - The establishment of international organizations, such as the International Mediation Centre and the Asian Infrastructure Investment Bank, in Hong Kong reflects confidence in the city's future [1]. Group 2: Governance and Social Welfare - The Hong Kong government has implemented practical measures to improve the livelihood of its citizens, including the introduction of "simple public housing," annual reviews of the minimum wage, and the cancellation of the MPF offset mechanism [2]. - The governance approach focuses on achieving results and responding to public concerns, which has led to improvements in the quality of life for residents [2]. Group 3: Strategic Integration - The 20th Central Committee's decisions provide a strategic framework for Hong Kong to further integrate into the national development agenda, creating broader opportunities for the city [2]. - Hong Kong is positioned to leverage its unique advantages of being connected to the mainland while maintaining global links, facilitating its role in China's modernization process [2].

Group 1 - The year 2025 is highlighted as significant for China's modernization journey, with a focus on commemorating historical events and expanding high-level openness to the world [3][8] - The Central Economic Work Conference set a growth target of approximately 5% for 2025, with the total economic output expected to reach around 140 trillion yuan [10][12] - The conference emphasized a policy shift towards "quality improvement and efficiency enhancement," marking a transition from scale expansion to industrial upgrading [10][13] Group 2 - Eight key tasks for economic work in 2026 were outlined, including a focus on domestic demand, innovation-driven growth, and high-quality development [13][15] - Central enterprises are recognized as crucial to national economic development, with significant investments in strategic emerging industries and substantial contributions to tax revenue [13][14] - The establishment of the Hainan Free Trade Port is seen as a major strategic initiative to enhance China's openness and attract foreign investment, with actual foreign capital utilization reaching 102.5 billion yuan [21][24] Group 3 - The emphasis on innovation and technology is underscored by the expansion of international innovation centers in Beijing and Shanghai, aimed at fostering original innovation [27][28] - The focus on rural revitalization and agricultural modernization is highlighted, with specific measures to improve farmers' livelihoods and promote sustainable rural development [14][16] - The commitment to maintaining a strong anti-corruption stance and improving party conduct is reiterated as essential for economic and social development [16][17]

证券日报网讯1月7日，梅雁吉祥（600868）在互动平台回答投资者提问时表示，公司重视"十五五"规划 机遇，将稳步推进各项新能源业务，并聚焦主业提升经营质量，完善各业务的协同发展，相关进展请以 公告为准。 ...

Group 1: New Infrastructure Development - The "14th Five-Year Plan" emphasizes "moderate advance" in new infrastructure, focusing on information communication networks and integrated computing networks[2] - New infrastructure has expanded significantly, covering communication networks, data, and computing fields, driven by economic digital transformation[11] - From 2019 to November 2025, investment in electricity, internet software, and logistics has increased by 10.4%, 5.0%, and 4.1% respectively, highlighting the core investment attributes of new infrastructure[13] Group 2: Regional Strategies - Local governments focus on integrating infrastructure and enhancing traditional infrastructure's digital transformation, with 28 regions proposing smart upgrades[3] - The North China region emphasizes the construction of national data hubs and energy transition, with Beijing leading in data management and resource centers[22] - Eastern and Southern regions prioritize low-altitude infrastructure and smart upgrades in water transport, with Guangdong promoting comprehensive low-altitude flight infrastructure[24] Group 3: Policy Support for New Infrastructure - Fiscal policies have increased support for new infrastructure through policy financial tools, with 980.2 billion yuan allocated for digital economy and AI projects in 2025[5] - Monetary policy tools like technology innovation loans have been expanded to support new infrastructure, with green loans growing at rates of 17.5% and 25.1% for infrastructure upgrades[40] - Regulatory measures will optimize spatial layouts and control hidden debts to prevent redundant construction and "involution" competition[42]

Group 1: Economic Strategy and Focus Areas - Local governments emphasize "strengthening foundations and comprehensive efforts," with a focus on industrial strength rather than expanding domestic demand as prioritized by the central government[2] - Economic provinces prioritize building a modern industrial system, with Jiangsu, Shandong, and Zhejiang leading in this focus, while Guangdong and Shanghai emphasize regional development initiatives[3] - Over 10 regions are pushing for enterprises to "go global," with specific industries highlighted such as technology services in Beijing and cultural trade in Jiangsu[5] Group 2: Consumption and Investment - Consumption strategies focus on enhancing service consumption and developing new business models, with cities like Beijing and Zhejiang promoting unique consumption experiences[20] - Local governments are establishing international consumption centers, with cities like Shenzhen and Hangzhou aiming to become key consumption hubs[21] - Investment stability is emphasized through project management, with regions like Zhejiang advocating for a project-driven development approach[5] Group 3: Industrial Development and Innovation - Regions are focusing on innovation-driven growth, with a strong emphasis on green and low-carbon development, particularly in traditional industries[6] - Specific industries such as marine economy, aerospace, and low-altitude economy are gaining attention in various provinces, showcasing regional strengths[6] - Local governments are implementing reforms to enhance market access and promote high-level platforms for business development[7] Group 4: Risk Management and Regional Coordination - Risk management strategies are centered on real estate, local debt, and financial institutions, with a focus on controlling new risks and optimizing supply[10] - Regions are actively aligning with national strategies, emphasizing the importance of regional cooperation and development, particularly in major economic zones[11] - Local policies are being adjusted to prevent unhealthy competition and ensure a balanced economic environment, with a focus on standardizing investment and procurement practices[7]

本报讯 （记者毛艺融）1月7日，高盛首席中国股票策略师刘劲津及其团队发布《2026年中国股票市场 展望》称，看好2026年中国股市前景，MSCI中国指数和沪深300指数在2026年将分别上涨20%和12%， 对A股和H股均维持超配评级。 高盛认为，2026年，中国股票市场将迎来"慢牛"行情，股市回报更依赖于基本面和个股选择，核心逻辑 在于上市公司盈利增长加速、当前估值相对合理、政策支持、增量资金流入潜力大等因素支撑。 估值方面，高盛认为，当前MSCI中国指数市盈率为12.4倍，沪深300指数的市盈率为14.5倍，处于周期 中段水平，相对公允，但相对于全球其他市场仍有折价。 资金流方面，高盛认为，预计2026年南向资金净买入额有望达2000亿美元；国内个人投资者、机构投资 者的资产再配置可能带来大量资金流入，预计约4200亿美元；北向资金预计净流入约200亿美元，外资 长线基金对中国股票的配置仍有增长空间，每增长1%将带来约160亿美元的净流入。 高盛强调了四大投资主题，均与政策重点、结构性趋势紧密相关。 首先，高盛评选出中国十大领军企业。类似于美国的"七巨头"，高盛筛选出10家大型民营龙头企业，这 些企业将在 ...

Group 1 - The positive factors for stabilizing profits are increasing, including weak endogenous economic recovery, policy support, and potential improvements in PPI and real estate [4][11][18] - The PPI is expected to show marginal improvement due to seasonal demand and supply-demand balance driven by "anti-involution" policies [4][18][22] - The real estate market is experiencing a downtrend, but there are signs of potential stabilization, with some data showing slight improvements [4][28][29] Group 2 - The core factors influencing the height of the liquidity bull market are policies and stock market funds, with smaller bull markets focusing on profits while larger bull markets are driven by macro liquidity [4][11][18] - The capital market's institutional dividends can easily drive large-scale bull markets, and the "asset shortage" logic is expected to enhance the willingness to allocate funds to the stock market [4][18][22] - The regulatory policy adjustment rhythm will be crucial in the mid-term of the bull market, with significant changes in investor behavior expected as the market progresses [4][11][18] Group 3 - The style judgment indicates that small-cap growth stocks remain a trend, but there will be volatility in the mid-term of the bull market [4][29][31] - Long-term trends favor small-cap stocks, but there may be significant quarterly fluctuations influenced by new resident funds and growth-value style disturbances [4][31][32] - Growth style is likely to maintain a performance advantage over value style [4][31][32] Group 4 - Industry allocation suggests a foundation in finance, with technology as the main line and themes rotating actively [4][33][39] - Non-bank financials are gaining elasticity and have certain allocation value, while technology is expected to see a second wave of growth in the later stages of the bull market [4][33][39] - Key sectors to watch include power equipment, certain cyclical industries, and new consumption, focusing on improvements in ROE [4][39][42][44]