智通财经APP获悉，11月12日，中国光伏行业协会发布声明称，当下，协会和行业内各企业正一道努力，相关工作正在稳步推进。网络流传的小 道消息均为不实信息，望请各位注意甄别，慎重决策。协会坚定维护国家利益，行业利益，妄图通过造谣抹黑、恶意做空光伏行业牟取利益的恶 劣行为，我们将与之斗争到底。 本文编选自"中国光伏行业协会CPIA"微信公众号，智通财经编辑：冯秋怡。 协会始终坚信，在中央坚定指导支持下，行业，企业积极协调配合下，相关工作一定会成功。 当下，协会和行业内各企业正一道努力，相关工作正在稳步推进。网络流传的小道消息均为不实信息，望请各位注意甄别，慎重决策。 协会坚定维护国家利益，行业利益，妄图通过造谣抹黑、恶意做空光伏行业牟取利益的恶劣行为，我们将与之斗争到底。 原文如下： 关于网络不实消息的声明 9月16日出版的第18期《求是》杂志发表了中共中央总书记、国家主席、中央军委主席习近平的重要文章《纵深推进全国统一大市场建设》。文章 明确指出："更好发挥行业协会自律作用，引导企业提升产品品质。推动落后产能有序退出。" 我们时刻牢记习近平总书记的要求，在相关部委的坚强指导下努力推进行业自律和"反内卷"工作：从 ...

Core Insights - The total logistics cost in China for the first three quarters reached 14.2 trillion yuan, with a growth rate decrease of 0.6 percentage points compared to the first half of the year [1] - The ratio of logistics costs to GDP is 14.0%, down 0.1 percentage points year-on-year, indicating progress in optimizing logistics structure and enhancing supply chain efficiency [1][2] - The reduction in logistics costs is expected to alleviate the financial burden on the real economy, particularly benefiting small and medium-sized enterprises [2] Logistics Cost and Economic Impact - The decrease in logistics costs is equivalent to a savings of approximately 100 billion yuan, allowing enterprises to allocate more funds for technology research and market expansion [2] - There is a notable growth in logistics volume for high-end manufacturing sectors, such as industrial control computers and 3D printing equipment, which increased by over 30% [2] - The optimization of the logistics system supports the construction of a unified national market by reducing regional circulation barriers and promoting efficient resource allocation [2] Challenges and Systematic Reforms - Despite the progress, challenges remain, including the contradiction between low costs in single logistics segments and high overall operational costs [2] - Small and medium-sized logistics enterprises face significant financial pressures, which may impact their long-term competitiveness [2] - Compared to developed countries, there is still room for improvement in the ratio of logistics costs to GDP in China [2] Future Directions for Logistics Development - Continuous efforts to reduce logistics costs should focus on establishing integrated circulation rules and standards, enhancing the connectivity of the logistics system [3] - There is a need to optimize logistics network distribution and improve infrastructure in rural areas [3] - Technological innovation, including the integration of artificial intelligence and open logistics data, is essential for advancing the logistics system [3] - The initiative to lower logistics costs is crucial for the construction of a unified national market, enhancing industrial competitiveness, and ensuring smooth national economic circulation [3]

Core Viewpoint - The construction of a unified national market is both a critical battle and a long-term endeavor, requiring the elimination of obstacles and inefficiencies to ensure effective implementation of policies and regulations [3][5][20]. Group 1: Supervision and Governance - The central government emphasizes the need to remove barriers to the construction of a unified national market, with a focus on effective supervision to eliminate persistent issues [3][4]. - Local governments, such as in Shandong and Jiangsu, are actively addressing inefficiencies in administrative processes and ensuring that policies benefiting enterprises are effectively implemented [5][6]. - Political supervision is crucial for correcting distorted performance views that hinder the execution of policies related to the unified market [5][7]. Group 2: Market Integration and Optimization - The concept of "Five Unifications and One Opening" is essential for breaking local protectionism and market segmentation, facilitating the transformation of China's vast market potential into real advantages [4][20]. - Efforts are being made to streamline market access for private enterprises, with local governments focusing on reducing hidden barriers and improving approval processes [11][12]. - The establishment of platforms like "City Procurement" in Jiangsu aims to support small and medium-sized enterprises in navigating export challenges and integrating domestic and foreign trade [16][17]. Group 3: Addressing Corruption and Mismanagement - There is a strong focus on addressing corruption and mismanagement within local governments, particularly in areas such as project approvals and resource allocation [6][7][21]. - Local authorities are implementing strict measures to combat issues like "image projects" that waste public resources and do not align with market needs [7][20]. - The promotion of a culture of accountability and transparency is being emphasized to ensure that government actions align with the goals of a unified national market [14][21]. Group 4: Performance Metrics and Outcomes - Recent statistics indicate significant growth in trade activities, with a reported 37.3% increase in exports from the Changshu garment market, highlighting the effectiveness of new policies [18]. - Local governments are actively monitoring and improving the efficiency of administrative processes, resulting in a 55% reduction in inspection frequency for businesses [13][11]. - The establishment of a credit system in the bidding and procurement process aims to enhance market fairness and efficiency, addressing issues of low-price bidding and unfair competition [10][12].

Core Insights - The article emphasizes the importance of "scenarios" as a bridge connecting technology and industry, facilitating the large-scale commercialization of new technologies and products [1][2][3] Group 1: Role of Scenarios - Scenarios are crucial for promoting the large-scale application of new technologies and products, acting as training grounds for iterative optimization [1][2] - The concept of scenarios has evolved beyond traditional definitions, now encompassing technology innovation, industrial applications, and market consumption [1] Group 2: Government Initiatives - Recent government reports and meetings have highlighted the need for large-scale application demonstrations of new technologies and products, indicating a strategic focus on "scenarios" [2] - The implementation opinions from the State Council emphasize systematic deployment for accelerating scenario cultivation and large-scale application [2] Group 3: Strategic Focus Areas - The State Council prioritizes the layout of new fields and tracks, high-value niche scenarios, and cross-regional comprehensive scenarios, reflecting a forward-looking approach to technology innovation and industrial transformation [3] - The implementation path includes fostering new scenarios through reform and innovation, enhancing infrastructure, and establishing supportive regulations and policies [3] Group 4: Market Dynamics - Scenarios are recognized as important and scarce market resources that can unlock the commercial value of technology and provide growth opportunities for new tech companies [4] - Successful scenario implementation requires a supply-demand linkage, necessitating localized strategies to avoid homogenization and competition [4]

Core Points - During the "14th Five-Year Plan" period, Heilongjiang Province has actively integrated into and served the national unified market construction, establishing policies and systems conducive to the competitive development of business entities, resulting in significant achievements [1][3] - The number of business entities in Heilongjiang Province increased by 28% compared to the end of the "13th Five-Year Plan," with enterprises growing by 34.9% [1] Group 1 - Heilongjiang Province has established a provincial-level anti-monopoly and anti-unfair competition committee, innovating the "three letters and two documents" system for fair competition review, correcting 168 policy measures that violated fair competition standards, and abolishing 1,702 local standards [3] - The province has handled 609 cases of monopoly and unfair competition, effectively breaking local protectionism and market segmentation, thereby continuously optimizing the market competition ecology [3] Group 2 - In terms of regional cooperation, Heilongjiang Province has actively promoted collaboration among the three northeastern provinces and one region in areas such as administrative law enforcement, enterprise credit, food safety, standard certification, and inspection and testing, establishing a linkage mechanism for "same standards in different places" [3] - The province initiated and jointly handled 224 cases and released 13 regional standards, while also deepening cooperation with Guangdong Province to help more advantageous agricultural and forestry products from Heilongjiang enter the Guangdong-Hong Kong-Macao Greater Bay Area market [3] Group 3 - Moving forward, Heilongjiang Province will continue to strengthen comprehensive governance of competitive order, further optimize the market environment, and focus on enhancing product quality to inject new momentum for high-quality development [3]

Core Viewpoint - The Ministry of Finance released the "2025 Mid-Year Report on China's Fiscal Policy Execution," highlighting a proactive fiscal policy aimed at stabilizing employment, businesses, markets, and expectations, while promoting economic recovery [1][3]. Fiscal Policy Execution - The fiscal operation in the first half of 2025 was stable, with good budget execution and a gradual recovery in tax revenue [3]. - The central government allocated 300 billion yuan for long-term special bonds to support consumption, alongside 7.279 billion yuan for service industry development, aimed at stimulating rural and county-level consumption [4]. Investment and Consumption - The fiscal policy coordinated efforts to boost consumption and expand investment, with 42.7% of the annual issuance of special bonds completed in the first half, which is 17.7 percentage points faster than the previous year [4]. - The Ministry of Finance has implemented measures to support effective investment, including the issuance of special bonds for infrastructure and housing projects [4]. Trade and Tariff Adjustments - The Ministry effectively utilized tariff adjustments, implementing temporary import tax rates lower than the most-favored-nation rates on 935 items since January 1, 2025, to enhance the synergy between domestic and international markets [5]. Fiscal Management Pilot Programs - The Ministry initiated fiscal management pilot programs in 12 provinces to improve fiscal resource allocation and budget management, with a focus on achieving breakthroughs in key areas over two years [7][6]. Future Fiscal Policy Directions - The report outlines six key areas for future fiscal policy, including: 1. Utilizing more proactive fiscal policies to stimulate consumption and support key sectors [10]. 2. Supporting employment stability and foreign trade through enhanced public services and training [11]. 3. Fostering new growth drivers by promoting innovation and upgrading manufacturing [11]. 4. Improving social welfare services, particularly for the elderly and children [11]. 5. Preventing and mitigating risks in key areas through debt management policies [11]. 6. Enhancing fiscal governance and reforming tax policies [11].

Core Viewpoint - The Ministry of Finance emphasizes the need to accelerate the cultivation and development of new growth drivers, focusing on industrial innovation and technology supply, as well as promoting the transformation and upgrading of the manufacturing sector [1] Group 1: Policy Initiatives - Strengthening the supply of key core technologies and actively fostering emerging and future industries [1] - Enhancing the allocation and management of fiscal science and technology funds to improve the effectiveness of technological investments [1] - Increasing support for the digital transformation of small and medium-sized enterprises (SMEs) to promote specialized and innovative development [1] Group 2: Market Environment - Advancing the construction of a unified national market, ensuring equal treatment of various business entities in fiscal subsidies and government procurement [1] - Creating a favorable environment for business development through equitable policies [1]

Core Insights - The report emphasizes the strengthening of industrial innovation and technology supply, focusing on advancing key core technology breakthroughs and actively nurturing emerging and future industries [1] - It highlights the continuous promotion of manufacturing transformation and upgrading, along with improving the allocation and management of fiscal science and technology funds to enhance the effectiveness of technological investments [1] - There is a significant push to support the digital transformation of small and medium-sized enterprises (SMEs), encouraging more SMEs to develop specialized and innovative capabilities [1] - The report also mentions the deepening of the construction of a unified national market, ensuring equal treatment of various business entities in fiscal subsidies and government procurement to create a favorable environment for business development [1]

Core Viewpoint - The article emphasizes the importance of expanding domestic demand as a strategic foundation during the "14th Five-Year Plan" period, aligning with the central government's decisions to promote modernization and national rejuvenation [1] Group 1: Enhancing Consumer Spending - The focus is on boosting resident consumption by optimizing the environment, innovating scenarios, and reducing restrictions, while integrating consumption expansion with the development of new productive forces [2] - Measures include canceling unreasonable restrictions in the consumption sector, improving mechanisms for paid leave, and enhancing service consumption through relaxed access and brand leadership [2] - Long-term strategies aim to increase residents' consumption capacity and rates by improving income distribution and labor remuneration, alongside expanding social security systems to support consumption [2] Group 2: Expanding Effective Investment - The strategy includes optimizing investment structures to stimulate private investment and addressing barriers in market access and rights protection [3] - Emphasis is placed on enhancing investment efficiency by ensuring that investments yield greater economic and social value, particularly in infrastructure and public services [3] - The reform of investment financing systems is highlighted, utilizing new policy financial tools to invigorate investment [3] Group 3: Major Landmark Projects - The plan involves implementing significant landmark projects that align with national strategies, focusing on urban renewal, energy systems, and major technological infrastructure [4] - Infrastructure investment is to be maintained at a sustainable level while addressing the needs of an aging population and promoting service consumption in health and education [4] Group 4: Unified National Market Construction - The initiative aims to establish a unified market by standardizing institutional rules and eliminating barriers to resource allocation and government actions [5] - Efforts will be made to enhance market competition through legal frameworks against unfair practices and to streamline logistics costs across the economy [5]

11月5日，全省服务和融入全国统一大市场建设工作会议在济南召开。省委常委、常务副省长张海 波出席会议并讲话，副省长王桂英主持会议。 王桂英指出，各级各部门要切实扛牢政治责任，聚焦"六个加力"重要任务，抓好工作谋划，凝聚发 展合力，全力推进各项任务落实。要结合制定"十五五"规划，进一步完善体制机制，补齐工作短板，更 大力度推进统一大市场建设，为奋力谱写中国式现代化山东篇章作出新的更大贡献。 各市和省有关部门、单位负责同志参加会议。（记者 陈晓婉） 张海波强调，纵深推进全国统一大市场建设，是党中央作出的重大决策部署。各级各部门要切实提 高站位，抢抓机遇，聚焦"五统一、一开放"基本要求和"六个着力"重点任务，在完善市场制度规则、畅 通市场基础设施、规范政府行为尺度、优化市场监管执法、提升要素资源配置效率和扩大对内对外开放 联通上持续加力，加快打造服务和融入全国统一大市场建设"省域典范"，为全省高质量发展持续注入强 劲动能。 ...