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沉下心来抓落实、办实事(“十五五”开好局起好步)
Ren Min Ri Bao· 2026-01-04 01:22
Group 1 - The "15th Five-Year Plan" is a crucial period for achieving socialist modernization, with emphasis on high-quality development and practical measures across various regions and departments [1][2] - The importance of aligning local actions with national strategies and market demands is highlighted, encouraging regions to explore new models for high-quality development [4][3] - The Hainan Free Trade Port is actively engaging with international high-standard economic and trade rules, aiming to convert policy advantages into developmental strengths [5] Group 2 - The Yangtze River Delta is enhancing its supply chain for robotics, showcasing regional collaboration in technology innovation and integration [6] - Various regions are focusing on resource-based economic transformation, ecological protection, and agricultural development, contributing to national goals [8] - The emphasis on problem-solving and responsiveness in governance is evident, with local governments implementing efficient service mechanisms to address citizen needs [9][10] Group 3 - The need for inter-regional cooperation and coordinated development is stressed, particularly in the context of the Yangtze River Economic Belt, which aims for ecological protection and sustainable development [15] - Departments are encouraged to work together to overcome challenges and streamline processes, particularly in the construction and housing sectors, to support high-quality development in the Guangdong-Hong Kong-Macao Greater Bay Area [16]
书写新年愿望
Xin Lang Cai Jing· 2026-01-03 22:20
一元复始,万象更新。时光的年轮刻下奋斗者的足迹,逐梦的笑脸拼出向上的表情。 2026年是"十五五"规划的开局之年,也是充满希望的新起点。本版推出特别报道,一起走近非遗代表性 传承人、创业者、基层法官、社区工作者、气象工作者、石油工匠,感受他们的奋斗与热情,倾听他们 的愿望与期待,一起努力创造更加灿烂的明天,共赴充满光荣和梦想的远征。 ...
沉下心来抓落实、办实事——各地区各部门推动经济社会发展开年见闻(“十五五”开好局起好步)
Ren Min Ri Bao· 2026-01-03 22:17
Core Viewpoint - The "15th Five-Year Plan" marks a crucial period for achieving socialist modernization, emphasizing the importance of starting strong and maintaining momentum in development efforts [1][2]. Group 1: National Strategy and Regional Development - The central government emphasizes the need for all regions and departments to act within the national framework, ensuring coordinated efforts across the country [3][4]. - Regions are encouraged to explore new models of high-quality development that align with national strategies, market demands, and local advantages [4]. Group 2: Economic and Technological Innovation - Hainan Free Trade Port is leveraging policy advantages to enhance its development, aiming to align with international high-standard economic and trade rules [5]. - The Yangtze River Delta is developing a robust supply chain for robotics, showcasing regional collaboration in technological innovation [6]. Group 3: Problem-Solving and Public Services - The government is adopting a problem-oriented approach to address development challenges, emphasizing quick responses to public service issues [9][10]. - Beijing is enhancing its citizen service hotline to improve urban governance and address community needs effectively [10][11]. Group 4: Collaborative Efforts and Integration - Regions are encouraged to work together to achieve coordinated development, with examples of cross-regional environmental protection initiatives [15]. - Departments are collaborating to streamline processes and standards, facilitating the integration of modular construction products into the Hong Kong and Macau markets [16].
自治区发改委部署今年9项重点工作
Xin Lang Cai Jing· 2026-01-03 19:18
(来源:内蒙古日报) 本报1月3日讯 (记者 李永桃)近日,自治区发展和改革工作会议在呼和浩特召开,部署2026年全区发 展改革系统9项重点工作。 按照全国发展和改革工作会议、自治区党委十一届十一次全会暨全区经济工作会议部署要求及自治区党 委"1571"工作部署,自治区发展改革委立足政策和研究、规划和计划、投资和项目、改革和创新、综合 统筹和综合平衡五大职能,确定2026年要在9大领域做实做细做好相关工作,确保"十五五"开好局起好 步。 这9项工作具体是:编制好实施好"十五五"规划,更好引领地区经济社会高质量发展;多措并举推进投 资持续稳定增长,谋深谋实重大项目;深入实施提振消费专项行动,推动供给提质升级;加快构建现代 化产业体系,大力推动传统产业优化升级,继续培育壮大新兴产业和未来产业;进一步全面深化改革, 深度对接全国统一大市场,持续开展招标投标系统整治,落实好各项改革任务;深入扩大高水平对外开 放,立足打造我国向北开放桥头堡,统筹做好"引进来"和"走出去"工作;优化营商环境促进民营经济发 展壮大,以更大力度、更高标准打造市场化、法治化、国际化一流营商环境;以"双碳"为引领加快推进 全面绿色转型,筑牢我国 ...
租房渐超买房?2.6亿人将受益!十五五改写中国人的住房命运
Sou Hu Cai Jing· 2026-01-03 19:11
Core Insights - The rental market in China is undergoing a significant transformation, with 260 million people currently renting, representing nearly one-fifth of the population. This shift is driven by the implementation of the first Housing Rental Regulation in October 2025, which aims to change the perception of renting from a temporary solution to a long-term living arrangement [1]. Group 1: Regulatory Changes - The new regulations prohibit the separate rental of kitchens, bathrooms, basements, and garages, and impose strict controls on subletting practices, effectively reducing the prevalence of misleading rental listings [3]. - The regulations require clear disclosure of deposit amounts and conditions for refunds in rental contracts, providing legal support for tenants against unjustified deductions by landlords [3]. - Cities like Chengdu have introduced a "tenant self-registration" feature, allowing renters to complete contract registrations independently, enhancing the rental process's efficiency [3]. Group 2: Equal Rights and Public Services - The regulations emphasize equal rights for renters in accessing public services, allowing long-term renters to apply for residency and educational opportunities for their children without the need to purchase property [4]. - Multiple cities have removed the requirement of home ownership for residency, enabling renters to enjoy the same public services as homeowners [4]. Group 3: Housing Supply Innovations - Major cities are piloting mixed housing models that integrate market-rate, affordable, and talent apartments within the same community, promoting a sense of equality among residents [6]. - Chengdu's innovative "bed, room, and apartment" rental system caters to different life stages, allowing young professionals to transition from shared spaces to private apartments as their circumstances change [6]. Group 4: Affordable Rental Housing - The government is expanding the supply of affordable rental housing, with rents set significantly below market rates, often at around 60% of the market price, making it accessible to a broader demographic [7]. - The regulations encourage applications for affordable housing without income caps, allowing individuals with higher salaries to benefit from subsidized rents [7]. Group 5: Real Estate Market Dynamics - The 14th Five-Year Plan aims to enhance the quality of the housing market, ensuring that new constructions meet higher standards, including minimum ceiling heights and soundproofing [9]. - The plan also emphasizes the importance of selling completed homes rather than pre-sales, with funds being managed through a tripartite system to prevent developers from misusing funds [9]. Group 6: Urban Integration and Quality of Life - The focus on urban integration is bringing essential services and resources closer to satellite cities, allowing residents to access quality education and healthcare without the need to live in core urban areas [12]. - The rental market is stabilizing, with an increase in rental yields, indicating a shift towards a more rational and sustainable real estate market [14]. Group 7: Fundamental Shift in Housing Philosophy - The overarching goal of these reforms is to shift the housing paradigm from viewing properties as investment assets to recognizing them as essential living spaces, enhancing the overall quality of life for residents [14].
1月度金股:“春季行情”徐徐展开-20260103
Soochow Securities· 2026-01-03 12:01
Group 1 - The "Spring Market" is gradually unfolding, with both internal and external environments showing positive changes, including favorable macroeconomic conditions and supportive policies [2][3] - The report suggests that the focus for investment should be on growth sectors, particularly those related to the "14th Five-Year Plan," which is expected to attract significant capital [3][4] - Key investment directions for January include AI industry chains, emerging industries, and cyclical price increases in industrial metals and chemicals [6][7] Group 2 - The report highlights specific companies as top investment picks, including North China Innovation (机械), Maiwei Co., Ltd. (机械), Wanhua Chemical (能源化工), Chipbond Technology (电子), Ping An Insurance (非银), Zijin Mining (煤炭有色钢铁), Giant Network (传媒互联网), AVIC High-Tech (军工), Sanhua Intelligent Control (电新), and Kaiter (北交所) [7][11] - North China Innovation is expected to benefit from increased domestic equipment adoption and the expansion of storage and AI chip production [14][20] - Maiwei Co., Ltd. is positioned to capitalize on the U.S. solar expansion due to a significant gap in battery production capacity [23][30] - Wanhua Chemical is projected to strengthen its market position in MDI and TDI, with expected price increases due to supply constraints [33][35] - Chipbond Technology is set to benefit from the growing demand for PCB and semiconductor equipment driven by AI [41][42] - Ping An Insurance is anticipated to maintain strong growth in new business value (NBV) and dividend yield, supported by its insurance operations [45][46] - Zijin Mining is expected to see price increases in gold and copper, with a clear growth path in production [49][50] - Giant Network's game "Supernatural Action Group" is expected to show significant potential for long-term growth and profitability [56][57] - AVIC High-Tech is positioned to benefit from the increasing demand for aerospace composite materials as the C919 enters mass production [58][59] - Sanhua Intelligent Control is expected to see growth from its involvement in Tesla's supply chain and the increasing demand for cooling solutions in data centers and energy storage [65][66] - Kaiter is projected to benefit from the automotive electronics sector and its expansion into robotics and liquid cooling markets [72][78]
继续回答好延安“窑洞之问”——习近平主席二〇二六年新年贺词启示录③
Ren Min Ri Bao· 2026-01-03 01:25
我们党历史这么长、规模这么大、执政这么久,如何跳出治乱兴衰的历史周期率?从"让人民来监 督政府"到"自我革命","窑洞之问"的两个答案穿越时空、历久弥新,彰显的是党与人民风雨同舟、血 脉相通、生死与共。 "党兴方能国强。"二〇二六年新年贺词中,习近平主席着眼我们党肩负的历史使命和时代重任,强 调"要砥砺初心使命,持之以恒、久久为功,继续回答好延安'窑洞之问',书写无愧于人民的时代答 卷"。 新的一年,再启新程。要求继续回答好延安"窑洞之问",体现我们党清醒的历史自觉、坚定的历史 主动。 党的二十届四中全会审议通过"十五五"规划建议,为未来5年我国发展擘画蓝图。今年是"十五 五"开局之年,党中央已经对全年经济社会发展和其他各项工作作出部署。如何确保党中央决策部署贯 彻落实到位、实现"十五五"良好开局? 面对百年变局加速演进,面对老问题、新挑战,尤须保持战略清醒,积极识变应变求变。如何才能 保持箭在弦上的备战姿态,随时有效应对风险挑战? ………… 习近平总书记指出:"我们的现代化既是最难的,也是最伟大的。"只有知难而进、迎难而上,主动 担重担难,敢于攻坚克难,才能在披荆斩棘中不断开辟伟大事业的通途,我们的时代答卷 ...
2026:让每一滴汗水都能被看见
Xin Lang Cai Jing· 2026-01-02 18:29
Core Viewpoint - The article highlights China's economic resilience and growth potential in 2025, projecting a GDP growth of around 5%, positioning it among the leading economies globally [3][4]. Group 1: Economic Performance - In 2025, China's GDP is expected to grow by approximately 5%, maintaining its position among major global economies [3]. - The strong performance reflects the resilience of the Chinese economy, driven by innovation from entrepreneurs and the hard work of millions of laborers [3]. Group 2: New Productive Forces - The core industries of artificial intelligence are rapidly expanding, with significant breakthroughs in quantum computing and deep-sea exploration [4]. - The digital economy's core industries are increasingly contributing to GDP, indicating a shift from factor-driven to innovation-driven growth [4]. Group 3: Domestic Demand - The total retail sales of consumer goods are steadily increasing, supported by policies like "trade-in" for automobiles and home appliances [4]. - The introduction of the "Private Economy Promotion Law" is expected to stabilize over 180 million business entities, enhancing the market environment [4]. Group 4: Open Cooperation - Despite global trade protectionism, China's foreign trade has shown resilience, with a 3.6% year-on-year increase in total goods trade in the first eleven months [4]. - The proportion of trade with Belt and Road Initiative countries exceeds half of the total foreign trade, indicating a robust open economy [4]. Group 5: Future Strategies - In 2026, the focus will be on expanding domestic demand to stimulate a virtuous cycle of consumption and investment [5][6]. - The government plans to implement proactive fiscal policies and maintain a moderately loose monetary policy to support economic stability and growth [5]. Group 6: Technological Innovation - The strategy for 2026 emphasizes self-reliance in technology, targeting key areas such as artificial intelligence, integrated circuits, and biotechnology [6]. - The aim is to enhance the role of enterprises in technological innovation and increase R&D investment intensity [6]. Group 7: Overall Outlook - The development blueprint for 2026 emphasizes strategic determination, comprehensive reform, and high-quality opening-up to navigate challenges [7]. - The collective effort of all contributors is essential for achieving high-quality development and advancing towards modernization [7].
【中外对话】中外专家寄语2026年:中国“十五五”规划意义重大 将惠及全球
Xin Lang Cai Jing· 2026-01-02 13:17
2026年是"十五五"规划开局之年。展望新的一年,外交学院战略与和平研究中心创建主任、中国人民大 学全球治理与发展研究院副院长苏浩对中新网"中外对话"节目表示,中国作为世界第二大经济体,其经 济发展既拥有稳定基础与广阔进步空间,也为世界经济提供重要动力与稳定支撑。《地缘政治经济报 告》创始人、美国外交政策专家贲杰民·诺顿(Benjamin Norton)也指出,"十五五"规划不仅对中国至关重 要,对世界也意义重大。中国在科技创新等方面的贡献,不仅造福本国人民,也惠及全球民众。(管娜 甘甜 赵丽) 本文转自【中国新闻网】; ...
主线已在路上,2026 一起数涨停
Sou Hu Cai Jing· 2026-01-02 11:18
Group 1 - 2026 is expected to be a significant year, marking the beginning of the 15th Five-Year Plan and various industry milestones, including autonomous driving, liquid cooling, and commercial space travel [1] - The A-share market is characterized by a strong tendency to speculate on concepts, with several industries already experiencing heated speculation in 2025 [1] Group 2 - Predictions for 2026 include the Federal Reserve likely cutting interest rates more than twice, with a projected inflation rate of 2.6% and economic growth at 4.3% [2] - The Chinese yuan is expected to appreciate to 6.5 due to the weakening of the US dollar, attracting foreign capital into Chinese assets [2] - A rebound in both CPI and PPI is anticipated in the second half of 2026, driven by rising global commodity prices and a potential end to over 40 months of negative PPI growth [2] - The Shanghai Composite Index is projected to reach 4153 points in the first half of 2026, with a focus on emerging industries and low PE cyclical stocks [2] - The A-share market is expected to see a balanced style, with a concentration on new industries and a continuation of the bull market in precious and industrial metals due to the Fed's rate cuts [2] - The upcoming bull market in non-ferrous metals is expected to be significant, driven by both demand from AI-related industries and limited supply growth due to long-term industry stagnation [2]