省委经济工作会议召开后，省发展改革委迅速召开全省发展改革工作会议暨优化系统营商环境会 议，深刻学习领会、全面贯彻落实省委决策部署和省政府工作安排。"我们将着眼振兴大局，锚定年度 目标，纲举目张、精准发力，全力以赴完成好2026年经济社会发展目标任务，以实干实绩确保'十五 五'开好局、起好步。"省发展改革委党组书记、主任周轶赢表示。 作为综合经济部门，省发展改革委在全省经济运行中承担着重要的参谋助手角色。周轶赢表示，将 全面落实省委规划《建议》，制定好实施好我省"十五五"规划纲要和专项规划。围绕2026年经济实现良 好开局，加强经济监测预警分析，做好政策衔接、工作衔接，统筹制定出台有效有感的稳经济政策措 施，加强预期管理，提振社会信心。 聚焦进一步全面深化改革，周轶赢表示，要用改革的理念优化营商环境，推动落实优化营商环境行 动方案。融入和服务全国统一大市场建设，协同推进"准入、场景、要素"一体化改革，持续开展招标投 标领域突出问题系统整治。大力发展民营经济，优化市场准入环境，擦亮"政企面对面 政策零距离"品 牌，构建亲清的政商关系。大力发展通道经济，加快推进东北海路大通道建设。 围绕全面绿色转型，周轶赢介绍，将 ...

Core Viewpoint - The emphasis on achieving a strong start in the new year is crucial for setting the pace for subsequent activities, with a focus on effective and rapid implementation of policies and projects [3][4]. Group 1: Urgency and Implementation - There is a strong call for a sense of urgency among stakeholders to ensure that various tasks are executed effectively and swiftly, moving from planning to tangible results [3]. - The need for quick disbursement of funds, prompt implementation of measures, and continuous support services is highlighted to enhance efficiency and transition from theoretical plans to practical outcomes [3]. Group 2: Strategic Agility - The external environment is rapidly changing, necessitating a high level of strategic agility among Shanghai officials, which includes proactive engagement and seizing opportunities [4]. - There is an emphasis on the importance of actively pursuing high-quality industries, projects, enterprises, and talents that are essential for Shanghai's development, rather than waiting for them to come [4]. Group 3: Time Management - The end of the year and the approach of the Spring Festival present unique challenges, making effective time management critical for achieving results [3]. - The principle of "one part planning, nine parts execution" is stressed, indicating that planning should be closely aligned with actionable paths and methods to ensure quality and efficiency throughout the process [3].

Core Viewpoint - The article highlights the robust investment and cooperation activities in China as the economy embarks on the "15th Five-Year Plan," showcasing the proactive role of listed companies in driving economic growth and innovation [1]. Investment Cooperation - A series of investment and cooperation announcements have emerged, indicating strong economic vitality. For instance, on January 4, the Beijing Economic Development Zone held a high-quality development conference, resulting in the signing of 22 key projects with a total investment of approximately 40 billion yuan, over 80% of which are future industry projects [3]. - On the same day, Shengyi Technology announced a cooperation intention with the Dongguan Songshan Lake High-tech Industrial Development Zone to invest approximately 4.5 billion yuan in a high-performance copper-clad laminate project, which is crucial for the new generation of information technology [3]. Project Acceleration - The construction of significant projects is underway, such as the semiconductor intelligent manufacturing industrial base in Zhengzhou, which has a total investment of 1.8 billion yuan. This project aims to integrate high-end research and manufacturing capabilities [6]. - Guangli Technology, a leader in the semiconductor industry, is breaking foreign monopolies through overseas acquisitions and independent research, with its new project expected to be completed by 2027 [7]. - In Suzhou, the Bozhong Precision Machinery's new energy intelligent equipment R&D and manufacturing base has commenced construction with a total investment of 1 billion yuan, expected to achieve annual sales of 4 billion yuan upon full production [7]. Market Expansion - Companies are also focusing on market expansion to lay the groundwork for growth in the new year. For example, Xusheng Group received a notification from a North American electric vehicle manufacturer for a project with a lifecycle sales amount of approximately 7.8 billion yuan over eight years, starting production by the end of 2026 [9]. - Defu Technology announced a cooperation agreement with a leading domestic CCL company to ensure stable supply of high-end electronic circuit copper foil products, which is expected to positively impact the company's financial performance [9]. - Qiaoyin Co. has won a bid for a comprehensive urban sanitation project with a contract value of 1.225 billion yuan over 25 years, which is anticipated to enhance the company's market development and operational performance [9].

白云区企业家大会在华为广州研发中心召开。谭札烽 摄 1月4日，广州市白云区企业家大会在华为广州研发中心召开。大会以"奋进'十五五'实现新突破"为主 题，推动企业发展战略与白云区"十五五"规划深度融合，努力构建"双赢、多赢、共赢"发展格局。超过 160位各行业领域企业家参加大会。 在这当中，既有龙头企业、上市公司，也汇聚了一批高新技术企业、"专精特新"小巨人企业为代表的创 新力量。企业家代表们一致认为，白云区区位优势明显、产业基础扎实、政策支持有力，特别是 在"6+6+X"现代产业集群培育和营商环境优化方面的持续发力，为企业成长提供了广阔的舞台。 作为深耕白云的央企龙头，南方航空正全力发挥航空主业优势，为白云区的现代化产业体系，装上强劲 的"航空引擎"。中国南方航空股份有限公司战略规划投资部副总经理黄翔表示，展望"十五五"，南方航 空将与白云区携手共进，推动航空价值链拓展提升、供应链深度融合，助力白云谱写高质量发展新篇 章。 广东省机场管理集团有限公司副总经理邓勇刚也表示，期待和白云区一起，将独特的"临空优势"转化为 实实在在的产业优势和经济增长极，共同打造"港产城"融合发展的新生态。 作为扎根白云区18载的新 ...

二是继续实施好适度宽松的货币政策。把促进经济高质量发展、物价合理回升作为货币政策的重要考 量，灵活高效运用降准降息等多种货币政策工具，保持流动性充裕，保持社会融资条件相对宽松，引导 金融总量合理增长、信贷投放均衡，使社会融资规模、货币供应量增长同经济增长和价格总水平预期目 标相匹配。畅通货币政策传导机制，发挥好政策利率引导作用，做好利率政策执行和监督，促进社会综 合融资成本低位运行。有序扩大明示企业贷款综合融资成本工作覆盖面，推动明示个人贷款综合融资成 本。保持人民币汇率在合理均衡水平上的基本稳定，防范汇率超调风险。 本报记者 刘 琪 2026年中国人民银行工作会议1月5日至6日召开。会议以习近平新时代中国特色社会主义思想为指导， 深入学习贯彻党的二十届四中全会和中央经济工作会议精神，总结2025年工作，分析当前形势，研究中 国人民银行"十五五"改革发展规划，部署2026年工作。 会议认为，2025年以来，面对复杂严峻的国内外经济金融形势，中国人民银行坚决落实党中央、国务院 决策部署，在执行好存量货币政策基础上，推出新的一揽子货币政策措施，有力支持实体经济稳定增长 和金融市场平稳运行，持续深化金融供给侧结构性 ...

本报讯（记者刘宏伟）1月6日，市政协召开十六届二十九次常委会会议。市政协主席于学利主持会议并 讲话。 （来源：沈阳日报） 转自：沈阳日报 于学利强调，要全面贯彻中共二十大和二十届历次全会精神，按照市委十四届十次全会和市委经济工作 会议部署要求，坚持围绕中心、服务大局，牢牢把握高质量发展这一主题，，市政协召开十六届二十九 次常委会会议）锚定建设东北亚国际化中心城市，紧扣"十五五"规划的实施，找准议政建言的切入点、 结合点和着力点，高质量谋划好全年工作。要认真筹备市政协十六届五次会议，精益求精、追求极致， 高标准完成会议各项任务，把会议开成团结奋进、务实高效、风清气正的大会。 市政协副主席王燕玲、许桂清、于振明、王会奇、李军、侯巍、赵彦志，秘书长闫卫东参加会议。市政 协党组副书记纪政列席会议。 会议听取了市党群系统、市政府系统、市法院、市检察院关于政协沈阳市第十六届委员会第四次会议以 来提案办理工作情况的通报；审议通过《中国人民政治协商会议沈阳市委员会提案工作条例》；审议通 过政协沈阳市第十六届委员会委员调整名单；审议通过政协沈阳市第十六届委员会常务委员会组成人员 调整建议名单；审议通过关于政协沈阳市第十六届委员 ...

李在明感谢上海的热情接待。他表示，此次来华进行国事访问，与习近平主席举行会谈，达成重要共识和务实成 果，相信必将推动韩中关系开创新局面。上海是韩中交流交往的节点城市，感谢对在上海的大韩民国临时政府旧 址的保护。期待把握中国"十五五"规划带来的机遇，找到新的合作增长点，在持续推动人员往来中加深彼此了 解、增进睦邻友好。 中国驻韩国大使戴兵，上海市领导华源、陈宇剑参加会见。 据上观新闻消息，上海市委书记陈吉宁1月6日会见了韩国总统李在明。 陈吉宁代表上海市委、市政府和全市人民，对李在明总统一行到访上海表示热烈欢迎。他说，中韩是搬不走的重 要近邻，也是分不开的合作伙伴。习近平主席同总统先生在北京举行会晤，为中韩关系发展指明了方向。作为中 国的经济中心城市和改革开放的前沿窗口，上海正深化建设国际经济、金融、贸易、航运和科技创新中心，加快 建成具有世界影响力的社会主义现代化国际大都市。我们坚持发展为民，一切工作的出发点和落脚点，就是要让 老百姓过上更好的日子。愿同韩方一道，在两国元首战略引领下，进一步加强沟通对接，促进人员往来，增进理 解互信，在深化友好交流交往中更好把握合作机遇、拓展合作空间、实现合作共赢，为推动中韩 ...

Core Viewpoint - The 2026 People's Bank of China work conference emphasizes the need for a stable and sustainable monetary policy to support economic growth and financial market stability, marking the beginning of the "14th Five-Year Plan" period [2][5]. Group 1: Monetary Policy - The conference highlights the effectiveness of moderately loose monetary policy implemented in 2025, which included multiple rounds of significant adjustments to policy rates and structural monetary policy tools to lower overall financing costs [3][5]. - Future monetary policy will focus on optimizing liquidity mechanisms, enhancing the structure of financing, and improving the market-based interest rate formation and transmission mechanisms [3][4]. Group 2: Financial Reform and Opening-up - Financial reform and opening-up will be deepened, with an emphasis on institutional innovation to stimulate internal momentum, including improvements in cross-border payment systems and the establishment of mechanisms like "Bond Connect" [4][5]. - The conference outlines plans to enhance the infrastructure for cross-border use of the Renminbi and support the construction of international financial centers in Shanghai and Hong Kong [4]. Group 3: Financial Risk Prevention - The importance of robust financial risk prevention measures is underscored, with a focus on enhancing macro-prudential and financial stability management tools to prevent systemic financial risks [5]. - The conference calls for continued efforts to combat illegal activities in financial markets and to ensure an orderly exit of financing platforms to mitigate risks effectively [5].

东西问丨沈联涛对话斯宾塞：大湾区如何成为中国高质量发展"火车头"？ 中新社香港1月6日电 题：沈联涛对话斯宾塞：大湾区如何成为中国高质量发展"火车头"？ 作者 戴梦岚 邱兆翔 2025年11月，由香港特区政府特首政策组和中国社会科学院旗下智库共同主办的"中国经济运行与政策"国际论坛2025 在香港举行，论坛主题为"多极世界格局下的经济变革"。香港如何抓住"十五五"时期国家发展机遇等话题成为与会人 士热议焦点。 论坛期间，香港特区特首顾问团成员沈联涛与2001年诺贝尔经济学奖得主迈克尔·斯宾塞(Michael Spence)接受中新 社"东西问"专访，就"十五五"时期粤港澳大湾区如何成为中国高质量发展"火车头"等议题展开对谈。 现将访谈实录摘要如下： 中新社记者："十五五"时期，粤港澳大湾区应如何更好发挥高质量发展的"火车头"、动力源作用？香港应如何更好融 入国家发展大局？ 香港特区特首顾问团成员沈联涛(右)与2001年诺贝尔经济学奖得主迈克尔·斯宾塞(Michael Spence)接受中新社"东西 问"专访。 邱兆翔 摄 中新社记者：2025年10月，中共二十届四中全会审议通过《中共中央关于制定国民经济和社会 ...

Investment Rating - The report rates the defense and military industry as "Overweight," indicating a positive outlook for the sector compared to the overall market performance [26]. Core Insights - The external geopolitical situation has increased attention on the military industry, which is currently undervalued and under-allocated. The industry is expected to gradually improve due to the ongoing "14th Five-Year Plan" and favorable foreign trade expectations, suggesting a new round of market activity [3][4]. - The "14th Five-Year Plan" aims to achieve high-quality modernization of national defense and military forces, indicating that the military industry is entering a new cycle of quality and quantity improvement [3]. - The report anticipates that the military industry's fundamentals will continue to improve in the first half of 2026, with a recovery in orders and performance expected to return to normal [3]. - The report highlights the IPO of Blue Arrow Aerospace, which is expected to raise 7.5 billion yuan, marking a golden development period for commercial aerospace [3]. - The report emphasizes the importance of domestic demand growth and technological advancements in driving investment opportunities within the military sector [3]. Market Review - Last week, the Shenwan Defense and Military Index rose by 3.05%, while the CSI Military Leaders Index increased by 4.29%. In comparison, the Shanghai Composite Index rose by 0.13%, the CSI 300 fell by 0.59%, and the ChiNext Index dropped by 1.25% [4][11]. - The defense and military sector's 3.05% increase ranked second among 31 Shenwan primary industry sectors [4]. - The top five performing stocks in the defense and military sector last week were: - Leike Defense: +33.09% - China Satellite Communications: +26.21% - China Satellite: +18.69% - Aerospace Development: +17.22% - Aerospace Morning Light: +14.87% [11]. - Conversely, the bottom five performing stocks were: - Tianjian Technology: -18.92% - *ST Aowei: -14.11% - Zhongguang Defense: -8.17% - Jianglong Shipbuilding: -7.10% - *ST Zhisheng: -4.50% [12]. Valuation Changes - The current PE-TTM for the Shenwan military sector is 91.39, placing it in the 73.38% valuation percentile since January 2014, and in the 99.41% percentile since January 2019. The aerospace and aviation equipment sectors are noted to be at relatively high valuation levels since 2020 [12][13].