【1月4日香港财政司司长称港金融市场可为内地前沿科企提供资金支持】1月4日，香港特区政府财政司 司长陈茂波表示，国家推进高水平科技自立自强，香港金融市场能为内地前沿科企提供有力资金支持。 截至去年年底，超400家新公司在港上市。预计今年申请上市企业中，前沿科企将陆续到来。 本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 ...

报告中，孙文才主席立足全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》核 心要义，结合自身深耕文艺领域与基层工作的丰富经验，从全会召开的重大历史意义切入，深入阐释了"十五 五"时期作为基本实现社会主义现代化关键阶段的战略定位。他采用"宏大战略+身边实例"的宣讲模式，以通俗易 懂的语言精准解读全会提出的高质量发展、科技自立自强、共同富裕等七大发展目标，将"建设现代化产业体 系""深化改革释放发展潜力"等重大部署与岳阳本地发展实践、校园教育教学紧密衔接，让抽象的政策理论转化为 可感可知的现实图景。 针对青少年学生群体，孙文才主席重点围绕"青春与使命"展开深度论述，鼓励同学们深刻认清"十五五"时期的历 史机遇与时代挑战，主动将个人成长融入国家发展大局。他结合经典文艺作品中的励志故事，引导同学们树立正 确的价值观，在勤学善思中锤炼过硬本领，在品德修养中砥砺高尚品格，以脚踏实地的实际行动响应全会号召， 用青春力量书写民族复兴的时代篇章。 此次宣讲活动为学校思政教育注入了鲜活的时代内涵，不仅帮助师生们精准把握了党的二十届四中全会的精神实 质和实践要求，还搭建了个人理想与国家发展蓝图对接的桥梁。对 ...

Group 1 - Morgan Stanley anticipates a more proactive fiscal policy in China for 2026, driven by the "14th Five-Year Plan" and supportive measures in fiscal and real estate policies [3] - Key positive changes include flexible policies, resilient corporate performance in sectors like AI and biopharmaceuticals, and increased interest from overseas investors in Chinese assets [3] - The outlook for China's exports remains strong, with domestic demand policies being a critical variable for 2026 [3] Group 2 - UBS is optimistic about the continued upward trend of the Chinese stock market in 2026, driven by advanced manufacturing and technological self-reliance [4] - Structural changes are expected to support the rise of Chinese stocks, with AI and technology being key long-term growth drivers [4] - UBS forecasts a 37% growth in earnings per share for the Hang Seng Tech Index by 2026, supported by strong liquidity and favorable policies [5] Group 3 - Goldman Sachs predicts that gold prices may rise to $4,900 per ounce by December 2026, driven by central bank demand and a potential interest rate cut cycle [6] - Central banks are expected to purchase an average of 70 tons of gold monthly in 2026, contributing approximately 14 percentage points to gold price increases [6] - Goldman Sachs also sees copper prices strengthening due to supply constraints and sustained demand, maintaining a long-term price target of $15,000 per ton by 2035 [6] Group 4 - Nomura expects that the investment boom driven by AI and supportive monetary and fiscal policies will continue to propel global economic growth in 2026 [7] - Despite challenges such as reduced global cooperation and tight fiscal policy space, the AI-led investment trend is anticipated to provide a strong foundation for economic performance [7] - Nomura forecasts stable and accelerating growth in the global economy for 2026, although growth will be uneven across regions [7]

Core Viewpoint - The "2026 Tariff Adjustment Plan" aims to scientifically adjust import provisional tax rates, optimize tariff categories, and continue implementing agreement and preferential tax rates, which will support the development of new productive forces and meet the growing needs of the people while promoting high-quality development [1]. Group 1: Import Provisional Tax Rate Adjustments - The plan will implement provisional tax rates lower than the most-favored-nation rate for 935 items to enhance the linkage between domestic and international markets and expand the supply of quality goods [1]. - Key components include reducing import tariffs on critical components and advanced materials to promote high-level technological self-reliance and the construction of a modern industrial system [1]. - Tariff reductions will also support the green transformation of the economy and society by lowering tariffs on resource-based products like lithium-ion battery recycled black powder [2]. Group 2: Support for Healthcare and Living Standards - The adjustment will lower import tariffs on medical products such as artificial blood vessels and diagnostic kits for certain infectious diseases, reflecting a people-centered development philosophy [2]. - This move is expected to enhance public health and improve the well-being of citizens, particularly in addressing cardiovascular diseases [2]. - The tariff reductions on medical devices and pharmaceuticals aim to increase the supply of quality goods and reduce the medical burden on consumers [2]. Group 3: Optimization of Tariff Categories - The plan will add new tariff categories for emerging products like intelligent bionic robots and bio-aviation kerosene, increasing the total number of tariff categories to 8,972 [3]. - This adjustment will help industries and companies accurately grasp trade data and assess overseas market trends, facilitating the formulation of effective development strategies [3]. - The plan continues to implement agreement rates for certain imported goods from 34 trade partners, promoting regional integration and economic cooperation [3]. Group 4: Support for Least Developed Countries - The plan will maintain zero tariff treatment for 100% of products from 43 least developed countries, supporting their development [3]. - It will also continue to apply preferential tax rates for certain imported goods from countries like Bangladesh, Laos, Cambodia, and Myanmar under relevant trade agreements [3]. - This approach demonstrates China's commitment to responding to global uncertainties with determined policies, showcasing its role as a contributor to global development [3].

夯实根基，需要保持历史耐心和战略定力。无论是建设现代化产业体系，还是全面推进乡村振兴；无论 是实现高水平科技自立自强，还是积极稳妥推进碳达峰碳中和，都难以毕其功于一役，都需要付出百倍 努力，来不得半点虚功、容不得丝毫马虎。要牢固树立和践行正确政绩观，保持"时时放心不下"的责任 感，增强只争朝夕的紧迫感，务实功、出实招、求实效，既做即期见效的显绩，更做打基础、增后劲、 利长远的潜绩。在工作中，坚决杜绝"把说了当做了、把做了当做成了、把做成了当做好了"，避免出现 不必要的"沉降"现象，给发展留下后遗症。 站在"十五五"规划开局之年，我们对"夯实基础"有着更深刻的理解。党的二十届四中全会指出，"十五 五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期，在基本实现社会主义现代化进程 中具有承前启后的重要地位。 夯实基础，就是要更加关注对发展和安全具有基础性影响的事，巩固拓展优势、破除瓶颈制约、补强短 板弱项，使发展根基更稳、韧性更强。全面发力，就是要锚定目标，聚焦经济社会发展各领域协同发 力，实现系统性突破、整体性提升。 九层之台，起于累土。越是长久基业、长远大计，越是要从基础做起、从根本抓起。推进中国式现 ...

Group 1: Morgan Stanley's Outlook - Morgan Stanley anticipates a more proactive fiscal policy in China for 2026, supported by real estate policies to stabilize the economy [1] - Three positive changes are expected to boost confidence: flexible policies, resilient corporate performance in sectors like AI and biopharmaceuticals, and increased foreign investment interest in Chinese assets [1] - The firm predicts that China's exports will remain relatively strong, with a key variable being domestic demand policies [1] Group 2: UBS's Market Perspective - UBS believes that the upward trend in the Chinese stock market will continue into 2026, driven by advanced manufacturing and technological self-reliance [2] - Structural changes are expected to propel Chinese stocks, with AI and technology being key long-term growth drivers [2] - UBS forecasts a 37% growth in earnings per share for the Hang Seng Tech Index in 2026, supported by strong liquidity and favorable policies [2] Group 3: Goldman Sachs on Commodity Prices - Goldman Sachs projects gold prices to rise to $4,900 per ounce by December 2026, driven by central bank demand and a potential Fed rate cut cycle [3] - The firm estimates that central bank gold purchases will average around 70 tons per month in 2026, contributing approximately 14 percentage points to gold price increases [3] - In industrial metals, Goldman Sachs favors copper due to constrained supply and growing demand, maintaining a long-term price target of $15,000 per ton by 2035 [3] Group 4: Nomura's Economic Growth Forecast - Nomura expects AI-driven investment trends and supportive monetary and fiscal policies to continue driving strong global economic growth in 2026 [5] - The firm notes that despite reduced global cooperation and tight fiscal policy space, the investment momentum from AI will lay a strong foundation for economic performance [5] - Nomura anticipates signs of stability and accelerated growth in the global economy for 2026, although growth will remain uneven across regions [5]

Group 1: Economic Outlook - Morgan Stanley anticipates a more proactive fiscal policy in China for 2026, driven by the "14th Five-Year Plan" and supportive measures in fiscal and real estate policies [2] - UBS expects the Chinese stock market to continue its upward trend in 2026, with advanced manufacturing and technological self-reliance as new growth engines [3] - Nomura forecasts that the investment boom driven by artificial intelligence, along with supportive monetary and fiscal policies, will sustain strong global economic growth in 2026 [6] Group 2: Market Trends - Morgan Stanley highlights three positive changes boosting confidence: flexible policies, resilient enterprises in key sectors, and increased foreign investment interest in Chinese assets [2] - UBS notes that the technology sector, particularly in AI, is becoming a key driver of long-term profit growth, with the Hang Seng Tech Index expected to see a 37% increase in earnings per share by 2026 [3] - Goldman Sachs predicts gold prices will rise to $4,900 per ounce by December 2026, supported by central bank demand and a potential increase in personal investment in gold [4] Group 3: Sector-Specific Insights - Goldman Sachs identifies copper as a long-term favorite due to constrained supply and growing demand, maintaining a price forecast of $15,000 per ton by 2035 [4] - Nomura emphasizes that the AI-driven investment trend will continue to shape economic performance, despite challenges from reduced global cooperation and tight fiscal spaces [6]

记者丨崔文静 编辑丨姜诗蔷 随着全球科技竞争进入白热化，中国资本市场正面临一道关键的战略考题：如何从保障市场平稳运行的"稳定器"，转型升级为推动 科技自立自强的"核心引擎"？"十五五"规划建议提出"科技自立自强水平大幅度提高"的明确目标，对资本市场的功能定位提出了前 所未有的高要求。 破解"卡脖子"难题、保障产业链安全，资本市场的改革已刻不容缓。它需要一场从价值观到方法论的系统性重塑——告别对规模与 短期盈利的过度追捧，转向识别和拥抱那些拥有核心技术、敢于闯荡"创新无人区"的真正价值。 近日，21世纪经济报道记者专访清华大学国家金融研究院院长、清华大学五道口金融学院副院长田轩，深入探讨资本市场支撑科技 竞争的战略转型。田轩指出，当前资本市场亟需一次深刻的"理念革新"，打破传统评价体系的束缚。他直指创投基金"5+2"模式与硬 科技长研发周期之间的错配，并开出"延长存续期、完善S基金市场"的破局药方；针对市场"短视"痼疾，他建议建立差异化信息披露 体系，为创新预留宝贵的"缓冲带"。 在田轩的蓝图里，一个能支撑中国赢得科技未来的资本市场，必须构建"基础研究—成果转化—产业孵化"的全链条资本支持生态， 设立"国家基础 ...

作为金融赋能科技产业发展的主力军，银行业通过金融资产投资公司（AIC）在股权投资、科创债发 行、理财资金配置等多重渠道积极布局，构建股、债、贷协同发力的立体化服务网络，其服务模式也正 经历一场从"信贷输血"到"全链条生态赋能"的深刻重构。 进入2026年，科技金融将迈入深化系统变革的关键阶段。聚焦"卡脖子"技术攻关与新兴产业培育，金融 体系亟待沿"点、线、面"路径实现精准滴灌与生态化布局，以更高效率、更低成本的资源配置，构建真 正适配新质生产力发展需求的现代科技金融生态。 构建全链条生态服务体系 回顾2025年，银行业赋能科技创新的逻辑与实践，实现了从传统"信贷输血"到"全链条生态赋能"的深刻 转变。 一方面，科技信贷投入持续加码，在组织架构上，专营化特征凸显，越来越多的商业银行成立科技支行 或科创金融服务中心，打造"敢贷、愿贷、能贷"的专业化前台。尤其人工智能、量子计算、生物医药等 新质生产力领域，成为金融机构竞逐焦点。 上海金融与发展实验室首席专家、主任曾刚表示，各家银行在AI领域业务布局上呈现出明显的"头部集 中、政策倾斜"特点。国有大行及股份制银行纷纷设立"科创金融中心"或"科技特色支行"，在信贷资源 ...

一直以来，青岛市总工会构建多元激励机制与创新服务体系，通过统筹各类创新平台、优化资源配置， 广泛动员职工投身发展新质生产力的时代浪潮。"十四五"期间，青岛市职工年均取得国家发明专利8000 余项、产生应用型创新成果2万余项。这一系列亮眼数据的背后，是"五位一体"职工创新创造体系的强 力支撑——以全员创新企业、创新工作室、创新班组、创新能手和创新成果为载体，结合"四技五小两 比"等常态化全员创新活动，真正将创新理念融入生产实践的每一个环节。 （来源：工人日报） 本报讯 （记者张嫱 通讯员王子枫）创新，深植于山东青岛的城市基因，更是一代代青岛产业工人砥砺 奋进的鲜明底色。从70多年前纺织女工郝建秀创立的"细纱工作法"响彻全国，到"人民工匠"许振超一次 次刷新集装箱装卸世界纪录，再到如今，大国工匠管益辉团队突破封锁研发出高铁"膝盖"部件，使中国 高铁转向架寿命大幅提升、成本显著降低……这些闪光的成就，串联起青岛从"制造"迈向"智造"的奋进 轨迹，彰显了广大职工身上所迸发的创新伟力。 面向未来，青岛市总贯彻落实全会关于"加快高水平科技自立自强，引领发展新质生产力"的部署要求， 围绕"10+1"创新型产业等重点产业，强 ...