Economic Performance - The GDP of Guangxi has grown by 5.1% year-on-year, exceeding expectations and outperforming the previous year and the national average [1] - The region has shown a positive trend in economic development, characterized by stability and quality improvement [1] Innovation and Technology - The establishment of the China-ASEAN Artificial Intelligence Application Cooperation Center has attracted numerous leading enterprises [2] - The successful launch of the 1000th industrial humanoid robot by Liuzhou Youbixuan marks a significant milestone in local manufacturing [1] - The Fangchenggang International Medical Open Test Zone has achieved a historic breakthrough with the development of the region's first class I new drug [1] Open Economy - The 22nd China-ASEAN Expo and Summit were successfully held, enhancing the region's international engagement [2] - The container throughput at Beibu Gulf Port has surpassed 10 million TEUs, positioning it among the world's major ports [2] - The Changzhou Water Conservancy Hub has maintained the highest annual cargo volume in the country [2] Business Environment - The "Efficient Handling of Affairs" reform has been implemented across the region, improving the business environment [2] - Financial policies like "Guihui Loan" have been effectively supporting the real economy [2] - There is a growing consensus among entrepreneurs that "making money in Guangxi" is increasingly feasible [2] Social Welfare - Direct payments of maternity allowances to individuals have been initiated, enhancing social welfare [2] - The process for cross-provincial medical treatment settlements has been made more convenient [2] - Ongoing efforts in pollution prevention and ecological system optimization are contributing to improved quality of life for residents [2] Legislative Support - The local legislature has passed regulations to protect and manage the Pinglu Canal, providing legal support for major national projects [3] - Research on artificial intelligence governance legislation is being strengthened to prepare for emerging fields [3] - The Six Fort Tea Development Regulation has been established as the first local law for a specialty tea variety in the country [3] Future Outlook - The year 2026 marks the beginning of the "15th Five-Year Plan," with significant implications for future development [4] - The upcoming conference will review the government work report and approve the "15th Five-Year Plan" outline, highlighting its importance [4] - There is a call for representatives to contribute wisdom and practical strategies for advancing Guangxi's modernization [4]

权益市场方面，祝松认为，积极的政策取向将为宏观经济合理增长保驾护航，进而为权益市场提供坚实 支撑。结构上，受益于政策支持的周期、内需等方向，有望迎来较好机会。 2026年作为"十五五"规划的开局之年，宏观经济与市场走势备受关注。鹏华基金债券投资一部总经理、 拥有18年公募投资经验的基金经理祝松，基于宏观研判与实战积累，对新年市场及"固收+"策略作出深 入分析。他指出，2026年"固收+"领域机遇整体大于挑战，关键在于把握权益资产的结构性机会，重点 关注下行风险有限、上行弹性较足的板块，例如周期领域的金融、建筑、建材、化工，部分消费细分赛 道，以及受益于"反内卷"政策支持的新能源等方向。 债券市场方面，祝松判断，货币政策仍将保持适度宽松，债券利率大幅上行的可能性较低；但政策利率 下调空间有限，叠加"反内卷"等政策可能抬升通胀中枢，债市整体或呈现小幅震荡格局。 "固收+"机遇占优，三维策略把握机会 消费与投资双轮驱动，关注外部与地产风险 祝松认为，2026年国内宏观经济增长的核心支撑将来自消费增长与投资企稳。消费端，自2024年以来国 家通过"两新"、"国补"等政策持续刺激内需，2025年中央经济工作会议进一步明 ...

如今，科创中心回归城市中心已经成为全球趋势。市政协常委娄永琪呼吁要把握重要契机。"上海 每个区都有各自特点，每所高校也各有所长。如果我们把区域与学校进行不同排列组合，那么上海有望 出现更多创新范式。"娄永琪建议，复兴岛可以作为试点，在这里推出更多应用系列场景，构建出未来 城市实验区、创新创业和人才集聚区、时空智能创新先行区。 本次市人代会的一大亮点，是"十五五"规划草案将提交代表审查和大会表决。此前，人大代表们已 围绕"十五五"民生改善主题深入社区，与居民面对面交流，收集意见建议5400余条。记者获悉，不少代 表将继续就规划的具体内容与实施路径建言献策，推动"十五五"蓝图更贴近民意、更符合实际。 "医疗人工智能的精准性与专业性，离不开海量、高质量健康医疗数据。"今年两会，市人大代表姚 海嵩准备就"以智慧医学赋能民生健康"领域建言，他认为，要加大大健康医疗数据的开放共享力度，同 时加快推进相关立法进程，建立健全数据安全与保护的规范体系，让健康保障更有力、更贴心。 去年，46岁的单身女性蒋女士因病离世，掀起社会对意定监护及遗产管理问题的讨论。市政协委员 张玉霞认为，这一案例突出体现了临时监护落地难的问题。"在法定 ...

Investment Focus - The report emphasizes a balanced allocation between technology and value sectors, focusing on market structure rather than short-term index fluctuations [1][11] - Recent market movements show a stronger rebound in value sectors compared to high-tech, with increased expectations for policies supporting the real estate sector [1][12] - Rising commodity prices and stabilization in certain product prices are aiding valuation recovery in undervalued sectors like real estate and baijiu [1][12] Market Outlook - The report anticipates stabilization and upward movement in Chinese equities (A-shares and Hong Kong stocks) leading into the Lunar New Year, driven by domestic fundamentals and liquidity conditions [2][13] - A series of political and economic catalysts, including local and national meetings and the rollout of the 15th Five-Year Plan, are expected to enhance market sentiment [2][13] Investment Strategy - The report suggests positioning for the Lunar New Year "red packet" rally by focusing on industries benefiting from holiday effects and macroeconomic catalysts [2][14] - Key areas of focus include AI applications, high-quality tech manufacturing, and future industries such as defense and domestic chip production [2][14] Sector Analysis - Non-bank financials, particularly brokers and insurers, are expected to recover from previous outflows due to their strong fundamentals [3][19] - The holiday consumption chain, including sectors like gaming, food and beverage, and travel, is highlighted as a potential growth area [3][19] - Hong Kong dividend assets with earnings leverage, such as real estate and chemicals, are also noted for their potential upside following policy support [3][19] Liquidity Data - A-share ETF flows show a divergence, with broad-based ETFs experiencing significant outflows while sector-specific ETFs saw inflows, particularly in metals and chemicals [4][16] - In Hong Kong, short-selling activity has returned to historical averages, with notable inflows into energy and property sectors [5][17]

Market Outlook - The market is expected to remain volatile in February, with indices likely to perform better post-holiday compared to pre-holiday levels [1][2] - The lack of clear catalysts before the Spring Festival is anticipated to reduce market activity, while policy catalysts are expected to accelerate after the holiday due to the upcoming Two Sessions [2] Fundamental Analysis - The period of January to February is characterized as a data vacuum, with market focus on marginal improvements in performance driven by industrial changes [2] - Key sectors include cyclical price increases, particularly in semiconductors and AI-related products, which are expected to maintain a positive trend [2][5] Liquidity and Capital Supply - February is projected to see continued net inflows of incremental capital, with foreign capital expected to flow in before the holiday and financing likely to rebound afterward [4] - The central bank is expected to maintain a stable liquidity environment through targeted measures, despite some liquidity tightening from government bond issuances [4] Industry Recommendations - The report suggests focusing on cyclical and technology sectors, with increased attention on discretionary consumption as the Spring Festival approaches [3][6] - Recommended sectors include electronics (semiconductors), media (advertising, gaming, film), machinery (automation, engineering), power equipment (batteries, grid equipment, photovoltaic), basic chemicals, and social services [3][6] Performance Trends - In January, high-performing sectors included certain resource products, public utilities, and information technology, with notable price increases in industrial metals and chemicals [6] - The report highlights a recovery in profitability for certain sectors, particularly in resource products and TMT (Technology, Media, Telecommunications) driven by AI [5][6]

本报讯 记者李思娴 陈思伊报道 2月1日，中国人民政治协商会议昆明市第十四届委员会第六次会议在昆 明会堂开幕。 中共云南省委副书记、昆明市委书记、滇中新区党工委书记刘洪建，中共昆明市委副书记、市长杨承 新，市委副书记杨越远，市人大常委会党组书记、主任刘申寿等到会祝贺，并在主席台就座。 大会执行主席李康平、杨蔚玲、王键、戴彬、吴波、许绍忠在主席台前排就座。 开幕大会由王键主持。 下午2时30分，大会宣布开幕，全体人员起立，奏唱中华人民共和国国歌。 本次会议应到委员456名，实到435名，符合规定人数。 会议审议通过了《中国人民政治协商会议昆明市第十四届委员会第六次会议议程》。 市政协主席李康平代表政协昆明市第十四届委员会常务委员会作工作报告。 报告指出，2025年是"十四五"规划收官之年。在中共昆明市委的领导下，在省政协的指导下，市政协坚 持以习近平新时代中国特色社会主义思想为指导，全面贯彻中共二十大和二十届历次全会精神，深化落 实习近平总书记关于加强和改进人民政协工作的重要思想以及考察云南重要讲话精神，以学习宣传中共 二十届四中全会精神为主线强化思想政治引领，以促进"十四五"规划圆满收官为重点履职尽责，以提高 ...

一年来，在全国政协有力指导和中共四川省委坚强领导下，省政协及其常委会坚持以习近平新时 代中国特色社会主义思想为指导，深入贯彻落实习近平总书记关于加强和改进人民政协工作的重 要思想、对四川工作系列重要指示精神，认真贯彻落实中共四川省委十二届历次全会部署，坚持 党的领导、统一战线、协商民主有机结合，坚持"四心、一率"总体工作要求，各项工作再上新台 阶、作出新贡献。从提升成渝地区双城经济圈发展能级，到加快构建具有四川特色和优势的现代 化产业体系；从擦亮"锦绣天府·安逸四川"文旅品牌，到不断增进民生福祉，广大政协委员以"为 国履职、为民尽责"的使命担当，积极投身现代化四川建设宏阔征程，在服务大局中发挥优势，在 助推发展中挺膺担当，交出了一份让省委满意、让人民认可的履职答卷。 2026年是"十五五"开局之年。站在新的历史起点推进四川现代化建设，离不开省政协一如既往的 大力支持参与。当前，国内外环境依然复杂严峻，四川正处于结构调整、动能转换、发展转型最 吃劲的紧要关头，更需要凝聚全省上下的智慧与力量。全省各级政协组织和广大政协委员要紧扣 中心大局，始终牢记政治责任、继续发扬优良传统，坚持党的领导、统一战线、协商民主有机结 ...

2026年是"十五五"规划的开局之年，省"十五五"规划草案也将是今年省两会讨论热点。如何绘好新蓝 图、实现新突破？两会正是汇聚众智、凝聚共识的重要平台。本报特邀14位来自不同领域的代表委员， 分享他们投身改革发展一线的实践故事，讲述履职路上的思考与收获，畅谈对"十五五"开局之年的展望 与期待。 "十四五"圆满收官，"十五五"蓝图待启。承前启后的发展答卷上，过去五年，全省上下以奋斗作为最鲜 明的底色，将"十四五"蓝图转化为生动现实。8500万江苏儿女在长江两岸、大运河畔，以实干为舟、以 创新作帆，推动高质量发展的航船破浪前行、行稳致远。从科技自立自强的创新突破，到城乡区域发展 的协同共进；从生态环境的持续改善，到文明善治的温暖底色——每一项成就，都在书写"走在前、做 示范"的江苏担当。 奋进这五年，人大代表、政协委员是亲历者、参与者和推动者。胸怀"国之大者"、心系"民之关切"，代 表委员们深入一线调研，积极建言献策。一份份扎实的议案提案，一场场深入的审议讨论，一次次生动 的履职实践，迸发出助推发展的智慧火花，转化为惠民利企的政策举措，诠释着"人民至上"的履职初 心。 □ 本报记者陈月飞方思伟顾敏陈珺璐徐睿翔林元 ...

●兵团日报全媒体记者 历史的画卷，在砥砺前行中铺展；时代的华章，在接续奋斗里书写。2月1日，中国共产党新疆生产建设 兵团第八届委员会第十一次全体会议在乌鲁木齐召开。 2026年是"十五五"开局起步的关键之年，此时召开的兵团党委八届十一次全会，承载着锚定发展方向、 擘画未来蓝图的重大使命。全会全面贯彻落实党的二十大和二十届历次全会精神，认真落实中央经济工 作会议精神，学习贯彻习近平总书记在省部级主要领导干部学习贯彻党的二十届四中全会精神专题研讨 班上的重要讲话精神，落实自治区党委工作要求，审议兵团国民经济和社会发展第十五个五年规划纲 要，系统总结2025年工作，安排部署2026年和今后五年重点任务，进一步统一思想、凝聚共识，明确在 新起点上奋力建设社会主义现代化兵团的行动指南。 与会同志一致表示，纲要体现了兵团党委一张蓝图绘到底的决心和毅力，目标振奋人心、举措求真务 实，前行方向更加明晰，奋进坐标更加笃实，将更加紧密地团结在以习近平同志为核心的党中央周围， 牢记嘱托、感恩奋进，在兵团党委坚强领导下，求真务实、担当实干，忠实履行新时代兵团职责使命， 奋力建设社会主义现代化兵团，实现"十五五"良好开局。 行动是最有 ...

岁序更替，华章日新；使命在肩，催人奋进。在全面贯彻落实党的二十届四中全会精神、奋力开启"十 五五"壮丽征程的关键节点，兵团党委八届十一次全会胜利召开。此次全会以习近平新时代中国特色社 会主义思想为指导，全面贯彻落实党的二十大和二十届历次全会精神，深入学习贯彻习近平总书记重要 讲话精神，落实自治区党委工作要求，审议兵团"十五五"规划纲要，系统总结过往成绩、科学部署未来 任务，为新时代兵团事业发展指明方向、提供遵循，对动员广大干部职工群众接续奋斗、谱写中国式现 代化兵团篇章，具有重大而深远的意义。 征程万里风正劲，重任千钧再出发。2026年是"十五五"开局之年，做好今年工作意义重大、事关长远。 这次全会对2026年兵团经济社会发展作出整体谋划、系统安排，发展思路清晰明确，目标举措精准务 实。当下的要务，就是要深入学习贯彻全会精神，振奋精神、狠抓落实，把目标任务变成现实图景。着 力提升维稳戍边能力，坚决维护新疆社会大局稳定；着力推动高质量发展，持续巩固经济稳中向好态 势；进一步全面深化兵团改革开放，增强高质量发展动力活力；铸牢中华民族共同体意识，持续增 强"五个认同"；着力保障和改善民生，持续提高职工群众幸福感满意 ...