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国家发改委肖渭明:清理地方政府欠款是优化营商环境的重要举措之一
券商中国· 2025-12-13 23:30
国家发展改革委副秘书长肖渭明在年会上发表《贯彻落实中央经济工作会议部署 扎实做好明年经济发展重点 工作》的主旨演讲。肖渭明表示,明年要全方位扩大国内需求,持续破除阻碍全国统一大市场建设的卡点堵点 等。在优化营商环境部分,他谈到,清理政府欠款是目前改进提升营商环境的最大动作。单个合同或单个项目 欠款50万元以下的,到2025年底要全部清理完毕。全面推进加快加力清理拖欠企业账款的行动也是今后几年我 国持续优化营商环境的重要举措之一。 中央经济工作会议指出,加大逆周期和跨周期调节力度,提升宏观经济治理效能。肖渭明表示,这两个周期各 有所指,"逆周期"表明现在经济有下行压力,所以要采取有效的手段,"跨周期"说明现在一些结构性的矛盾问 题,不是短期内能够有效解决的。因此,要短长结合,继续实施更加积极的财政政策和适度宽松的货币政策, 强化政策预期管理,加强宏观政策和重大改革举措的协同配合,扎实开展各类经济政策和非经济政策、存量政 策和增量政策的宏观政策取向一致性评估。 12月13日,中国国际经济交流中心举办2025—2026中国经济年会。 排版:刘珺宇 校对:杨立林 百万用户都在看 肖渭明表示,明年要全方位扩大国内需求。 ...
南财早新闻|2025-2026中国经济年会举行;医保力争明年实现分娩个人“无自付”
(原标题:南财早新闻|2025-2026中国经济年会举行;医保力争明年实现分娩个人"无自付") 今日关注 1、 财政部党组召开会议传达学习中央经济工作会议精神,会议指出,明年政策取向上,要坚持稳中求 进、提质增效,发挥存量政策和增量政策集成效应,加大逆周期和跨周期调节力度,提升宏观经济治理 效能。财政部门要准确把握明年经济工作的总体要求和政策取向,保持必要的财政赤字、债务总规模和 支出总量,提高政策精准性和有效性。用好用足各类政府债券资金,发行超长期特别国债,持续支 持"两重"建设、"两新"工作。 2、12月13日,在2025-2026中国经济年会上,中央财办分管日常工作的副主任、中央农办主任韩文秀表 示,我国主要经济指标表现好于预期;今年我国经济总量预计达140万亿元左右;2026年要促进居民收 入增长和经济增长同步;明年将根据形势变化出台实施增量政策;优化"两新"政策实施,给予地方更多 自主空间。 宏观经济 1、全国发展和改革工作会议在北京召开,研究部署2026年发展改革重点任务。会议强调,要加强经济 监测预警分析,完善政策工具箱,加强预期管理,做好今明两年政策衔接、工作衔接,推动政策靠前发 力,实现良好 ...
陆家嘴财经早餐2025年12月14日星期日
Wind万得· 2025-12-13 22:23
Group 1 - The Ministry of Finance emphasizes the need for a stable yet progressive policy approach for the upcoming year, focusing on enhancing macroeconomic governance and utilizing various government bond funds effectively [2] - The central economic meeting indicates that China's GDP is expected to reach approximately 140 trillion yuan in 2025, with a focus on synchronizing income growth with economic growth [3] - The National Development and Reform Commission highlights the importance of investment recovery and consumer spending, proposing measures to optimize consumption policies and enhance public resource allocation [4] Group 2 - The healthcare sector is set to see significant improvements, with 949 new drugs added to the medical insurance directory during the 14th Five-Year Plan, and plans for instant settlement of medical insurance funds by 2026 [5] - The Ministry of Natural Resources stresses the need for optimizing land use and resource management, particularly in urban renewal and the development of marine industries [4][5] - The private equity sector has seen substantial growth, with the total scale surpassing 22 trillion yuan, indicating a robust performance in the investment landscape [9] Group 3 - The lithium iron phosphate industry is experiencing a price increase, with major manufacturers announcing price hikes for their products starting in 2026 [10] - The film industry in China has achieved a total box office of over 50 billion yuan in 2025, with domestic films accounting for nearly 82% of the total [10] - The artificial intelligence sector in Shanghai is expanding rapidly, with a goal to add 1,000 new AI companies in the next three years, supported by various government initiatives [11] Group 4 - The cryptocurrency sector is witnessing regulatory developments, with the U.S. government approving plans for five new national banks focused on cryptocurrency [12] - The beverage industry, particularly Coca-Cola, is facing challenges in its sale of Costa Coffee, with negotiations stalling due to pricing issues [15] - The semiconductor industry is seeing increased collaboration between U.S. companies and Chinese firms, as evidenced by AMD's discussions with Chinese officials [6]
阿里巴巴:“银发+AI”应用趋势报告 2025
Sou Hu Cai Jing· 2025-12-13 18:43
Group 1 - The report analyzes the integration of aging and AI, highlighting eight major trends in the context of an aging population and intelligent technology [1] - The usage rate of AI among the elderly decreases with age, but older and rural seniors show stronger engagement, with some early adopters using AI as effectively as younger individuals [1][34] - Medical AI is rapidly developing, enhancing health expectancy for the elderly through consumer-facing applications (like health assistants and AI hearing aids) and business-facing solutions (empowering nursing homes and hospitals) [1][58] Group 2 - Home-based elderly care is the primary model, with AI combined with smart hardware (like wristbands and cameras) creating a health and safety protection network, becoming standard for home care [1][73] - The expectation for embodied intelligent robots is high, but they face challenges in technology, domain knowledge, and initial promotion, with specialized robots already in application [2] - AI can alleviate loneliness among the elderly, but issues like passive interaction, dialect and cultural barriers, and lack of empathy remain [3] Group 3 - The market for age-friendly smart products (related to health management, smart homes, and smart travel) and intergenerational emotional consumption is expected to see significant growth driven by AI [4] - Human-machine collaboration can break the employment disadvantages faced by the elderly, with the "experience + AI" model enabling them to remain active in the workforce, making "one-person companies" feasible [5] - The popularization of AI among the elderly requires user-friendly products and diversified training, as well as improved access to public service knowledge [6] Group 4 - The elderly population in China is projected to reach 220 million by the end of 2024, accounting for 15.6% of the total population, indicating a shift towards a super-aged society [20] - The report emphasizes that AI is becoming a key variable in the aging society, significantly impacting health care, daily living, and social interactions for the elderly [27] - The collaboration between Alibaba and Zhejiang Open University aims to promote AI learning among the elderly, leveraging the enthusiasm and learning capabilities of older adults [26]
帮主郑重:2026五大确定性风口!中长线布局就盯这几条赛道
Xin Lang Cai Jing· 2025-12-13 14:53
朋友们,我是帮主郑重!站在2025年的尾巴上往2026年看,是不是觉得市场热点轮动快得让人眼花缭 乱,手里的钱不知道往哪儿投才稳妥?别急,作为跑了20年财经线、只做中长线的老炮,见惯了风口起 起落落,今天就掏心窝子跟大家唠唠——迷雾之中,主线其实早就藏不住了!刚刚结束的中央经济工作 会议,还有国内外顶尖机构的2026展望,都齐刷刷指向了这几个方向,这可不是短炒的概念,而是决定 未来五到十年国运和财富的超级赛道。 第二个风口,是"新能源与电力体系"的全面升级。这可不是以前单纯的光伏风电了,现在AI数据中心 爆发式增长,全球都可能面临"电力短缺",这既可能推高能源价格,也让整个电力系统必须变得更强 大、更智能。从储能(现在政策允许储能当独立主体参与电力交易,赚钱效应越来越明显)到特高压电 网,再到支撑清洁能源的铜、稀土等有色金属,供需缺口摆在那儿,长期逻辑特别硬。 首先,以"AI+"和"高端制造"为长期核心仓,这是新质生产力的脊梁,波动中要敢于坚守;其次,关 注"再通胀"背景下的周期机遇,全球电力紧张可能给能源、有色金属带来阶段性双击;最后,在喧嚣中 保持冷静,2026年市场会更看重实打实的盈利,不是飘在空中的故 ...
加紧清理拖欠企业账款,国家发改委明确时间表
第一财经· 2025-12-13 14:44
2025.12. 13 本文字数:1410,阅读时长大约2分钟 作者 | 第一财经 祝嫣然 国家发改委副秘书长肖渭明13日表示,目前改进提升营商环境的最大动作,就是清理政府欠款,即 单个合同或单个项目欠款50万元以下的,到2025年底要全部清理完毕。 12月13日,由中国国际经济交流中心举办的"2025-2026中国经济年会"在北京举行。肖渭明在年会 上发表《贯彻落实中央经济工作会议部署 扎实做好明年经济发展重点工作》的主旨演讲。 中央经济工作会议指出,坚持改革攻坚,增强高质量发展动力活力。制定全国统一大市场建设条例, 深入整治"内卷式"竞争。制定和实施进一步深化国资国企改革方案,完善民营经济促进法配套法规政 策。加紧清理拖欠企业账款。 肖渭明强调,要持续破除阻碍全国统一大市场的卡点、堵点,清理不合理限制,打破市场分割和地方 保护,深入推进招投标改革,改进提升营商环境。 中央财办分管日常工作的副主任韩文秀也在同一场合提到,要继续纵深推进全国统一大市场建设,下 更大的气力推进解决拖欠企业账款问题,坚决防止前清后欠。 稳经济首先要稳企业。企业唯有资金流顺畅,才能安心生产、大胆投资、积极扩岗。去年,中共中央 办公厅 ...
国家发展改革委肖渭明:清理地方政府欠款是优化营商环境的重要举措之一
12月13日,中国国际经济交流中心举办2025—2026中国经济年会。国家发展改革委副秘书长肖渭明在年 会上发表《贯彻落实中央经济工作会议部署扎实做好明年经济发展重点工作》的主旨演讲。肖渭明表 示,明年要全方位扩大国内需求,持续破除阻碍全国统一大市场建设的卡点堵点等。在优化营商环境部 分,他谈到,清理政府欠款是目前改进提升营商环境的最大动作。单个合同或单个项目欠款50万元以下 的,到2025年底要全部清理完毕。全面推进加快加力清理拖欠企业账款的行动也是今后几年我国持续优 化营商环境的重要举措之一。 中央经济工作会议指出,加大逆周期和跨周期调节力度,提升宏观经济治理效能。肖渭明表示,这两个 周期各有所指,"逆周期"表明现在经济有下行压力,所以要采取有效的手段,"跨周期"说明现在一些结 构性的矛盾问题,不是短期内能够有效解决的。因此,要短长结合,继续实施更加积极的财政政策和适 度宽松的货币政策,强化政策预期管理,加强宏观政策和重大改革举措的协同配合,扎实开展各类经济 政策和非经济政策、存量政策和增量政策的宏观政策取向一致性评估。 肖渭明表示,明年要全方位扩大国内需求。深入实施提振消费专项行动,加快放宽服务消费的限 ...
智库书单 | 2026年经济工作八项重点任务怎么干?
Sou Hu Cai Jing· 2025-12-13 10:55
Group 1 - The Central Economic Work Conference held from December 10 to 11 in Beijing summarized the economic work for 2025, analyzed the current economic situation, and deployed tasks for 2026, emphasizing the need to maintain stability while seeking progress and improving quality and efficiency [1] - In 2026, eight key tasks will focus on enhancing macroeconomic governance effectiveness through integrated effects of existing and new policies, and increasing counter-cyclical and cross-cyclical adjustments [1] Group 2 - The "China Development Report 2025" records the ideological, institutional, and practical achievements formed during the advancement of Chinese-style modernization in 2024, including four significant research outcomes from the State Council Development Research Center [3] - The "Global Development Report 2025" analyzes major instability and uncertainty factors facing the world and their profound impacts on global development, focusing on issues such as global trade, climate change, health, food security, poverty reduction, and cooperation among developing countries [3] Group 3 - The report on "Silver Economy" from Shanghai highlights the city's exploration in capturing new demands and creating new scenarios to empower high-quality growth in new economic formats, drawing insights from international best practices [10] - The "Turning to Consumption Driven" report enriches theoretical understanding of expanding domestic demand and proposes innovative paths and mechanisms for constructing a complete domestic demand system [12] Group 4 - The "International Consumption Center Cities" report analyzes the conditions and foundations for major cities in China to transition into international consumption centers, providing overall strategies and policy recommendations [14] - The "Digital Trade Development and Cooperation Report (2022-2023)" clarifies the concept of digital trade and analyzes the current state and trends of global digital trade development, showcasing China's achievements and efforts in promoting international digital trade cooperation [41] Group 5 - The "New Quality Productivity Practice and Exploration" compiles research on the theoretical origins, practical paths, and innovative models of new quality productivity, clarifying its essential differences from traditional productivity [22] - The "Artificial Intelligence Major Application Scenarios Series" covers over ten typical scenarios, integrating theory and practice to explore the governance of artificial intelligence in various sectors [21]
锚定国货与银发经济双风口,匠心忠华以系列优势构建全域电商新生态
Sou Hu Cai Jing· 2025-12-13 10:42
在国货消费兴起与银发经济增长的双重机遇下,匠心忠华以"点亮国货之光"为使命,依托供应链数字 化、全品类商品矩阵、CPS合作、店长管理等核心优势,在领域内快速崛起。平台不仅构建起连接供应 商、店长与消费者的闭环生态,成为兼具商业价值与社会价值的行业标杆。 供应链数字化:产销协同的坚实底座 供应链的效率与稳定直接决定平台核心竞争力。匠心忠华通过自建供应链体系,与市场主流ERP系统深 度对接,实现了供应商、平台与店长之间的数据互通、订单同步及库存实时管理,有效破解了传统电商 普遍存在的供需错配、库存积压等痛点。 同时,其数字化管控贯穿商品全流程,既保证了商品品质的稳定与配送效率的提升,也为合作供应商提 供了可靠的支持。目前,平台已与2000+品牌供应商达成深度合作,形成覆盖广、响应快、履约强的供 应链网络,为后续拓展奠定了坚实基础。 全品类商品矩阵:一站式满足多元消费需求 "我们以自营业务为核心,构建了覆盖食品酒饮、居家百货、服饰鞋包、美妆个护、营养健康、米面粮 油等全品类商品矩阵,上架的SKU超万款。"匠心忠华相关负责人表示,平台聚焦民生刚需,通过产地 直连与全程溯源体系严控品质,不仅引入东北大米、有机黑木耳等优 ...
事关提振消费、扩大投资,国家发改委肖渭明发声
12月10日至11日,中央经济工作会议在北京举行,总结2025年经济工作,分析当前经济形势,部署2026 年经济工作。 12月13日,由中国国际经济交流中心举办的"2025-2026中国经济年会"在京举行,今年年会的主题为"贯 彻落实中央经济工作会议精神以高质量发展为'十五五'开好局"。 国家发展改革委副秘书长肖渭明在年会上发表《贯彻落实中央经济工作会议部署扎实做好明年经济发展 重点工作》的主旨演讲。 肖渭明表示,要坚持改革攻坚。持续破除阻碍全国统一大市场的卡点、堵点,清理不合理限制,打破市 场分割和地方保护。深入推进招投标改革,改进提升营商环境。加紧清理拖欠企业账款,单个合同或单 个项目欠款50万元以下的,到2025年底要全部清理完毕。 肖渭明表示,要深入扩大高水平对外开放,进一步拓展中间品贸易,培育服务出口新增长点,引导外资 更多投向先进制造、现代服务、高新技术、节能降碳环保的领域,扎实推动共建"一带一路"高质量发 展,研究一批扩大自主开放单边开放的新举措。以海南自贸港全岛封关为契机,不断完善政策制度体 系,加快推进区域和双边贸易投资协定进程,扩大和丰富高标准自由贸易区域网络。 肖渭明表示,要以"双碳"为 ...