格隆汇1月1日｜澳门特区行政长官岑浩辉发表2026年元旦贺词。他指出，2025年是祖国盛事、大事、喜 事连连的一年，是中国式现代化迈出新的坚实步伐的一年。"九三"阅兵成功举行，"十四五"规划圆满收 官，"十五五"规划建议擘画了国家未来五年发展的宏伟蓝图。全体澳门市民为祖国取得的伟大成就感到 无比骄傲和自豪！ 岑浩辉表示，2026年是国家"十五五＂规划与澳门"三五＂规划的开局之年。我们将 主动对接国家"十五五"规划，编制好、实施好"三五"规划，把握发展机遇，实现特区更好发展；筑牢国 家安全屏障，夯实爱国爱澳根基，确保社会大局和谐稳定；坚持和完善行政主导体制，继续深化公共行 政改革，不断提升治理效能；扎实推动经济适度多元发展，有效落实经济适度多元发展规划，加快设立 政府产业基金及引导基金，有序推进四大工程项目建设，促进"1+4"多元产业提质发展；落实"澳门+横 琴＂新发展定位，对标"三个要看"要求，以澳琴一体化为目标，加快推进合作区建设；切实办好民生实 事，支持青年成长成才，有效保障居民就业、养老、医疗及教育等方面的权益；不断健全强化防灾减灾 体系，增强城市安全保障能力，建设安全宜居澳门；持续推进"一中心、一平台 ...

Core Viewpoint - The news highlights the achievements and progress made during the "14th Five-Year Plan" period in China, emphasizing economic growth, technological advancements, and improvements in people's livelihoods as the country moves towards modernization and a prosperous future [4][5][19]. Economic Growth - China's economy is projected to reach 140 trillion yuan by 2025, marking a significant increase from previous years, with the total economic growth during the "14th Five-Year Plan" period equivalent to creating a third-largest economy in the world [5]. - The country has successfully crossed major economic thresholds of 110 trillion, 120 trillion, and 130 trillion yuan during this period [5]. Technological Advancements - Research and development investment is expected to exceed 3.6 trillion yuan in 2024, with a research intensity of 2.68%, surpassing the average level of EU countries [5]. - China ranks first globally in the number of research personnel and has achieved significant breakthroughs in various scientific fields, including quantum technology and life sciences [5]. Environmental Protection - The national forest coverage rate has increased to over 25%, contributing to a quarter of the world's new greening area, while air quality has remained stable with 87% of days classified as good [6]. - The country has established the world's largest carbon trading market and has accelerated the transition to green energy, with non-fossil energy generation capacity exceeding that of fossil fuels [6]. Cultural and Social Development - The cultural influence of China has grown, with significant achievements in film and gaming, showcasing the vitality of cultural innovation [9]. - The government has made strides in improving the welfare of citizens, including better employment protections and support for elderly care, with over 2.24 million households receiving assistance for home modifications [10]. National Defense and Infrastructure - Major projects such as the launch of the first electromagnetic aircraft carrier and the construction of significant hydropower projects demonstrate China's commitment to enhancing its national defense and energy capabilities [7]. - The opening of the Xi'an to Yan'an high-speed railway marks a significant advancement in transportation infrastructure, enhancing connectivity in the region [3]. Future Outlook - The "15th Five-Year Plan" is set to focus on high-quality development, with an emphasis on innovation and sustainable growth as China aims to solidify its position in the global economy [20][18]. - The government is committed to deepening reforms and promoting common prosperity, ensuring that the benefits of growth are shared among all citizens [20].

（来源：中国妇女报） 党的二十届四中全会10月20日至23日在北京举行，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》中，多项部署涉及妇女儿童和家庭。如倡导积极婚育观，优化生育支持 政策和激励措施，发挥育儿补贴和个人所得税抵扣政策作用，有效降低家庭生育养育教育成本。发挥市 民公约、村规民约等作用，加强家庭家教家风建设，推进移风易俗，有效治理婚丧嫁娶中的陋习等问 题。更好发挥工会、共青团、妇联等群团组织作用，加强产业工人队伍建设、青少年发展、妇女儿童事 业发展政策保障等。 转自：中国妇女报 ...

Group 1 - The core message emphasizes the importance of grassroots promotion of the spirit of the 20th Central Committee, with various organizations conducting diverse and multi-level宣讲活动 across different regions [1][5]. - In Jilin Province, over 18,000 grassroots宣讲活动 have been conducted, involving more than 150 participants in a training program aimed at enhancing宣讲 effectiveness [2][5]. - The宣讲 activities are tailored to local contexts, utilizing familiar language and addressing community-specific issues to ensure the message resonates with the audience [3][4]. Group 2 - In Jiangxi Province, a宣讲 team effectively translated macro-level policies into relatable concepts for local farmers, enhancing understanding and engagement [3]. - Yunnan Province's宣讲 efforts included innovative formats, such as integrating local cultural elements and utilizing AI virtual宣讲员 to reach a broader audience [4]. - The Xinjiang Production and Construction Corps focused on youth宣讲, engaging with students in various educational institutions to discuss the implications of the 20th Central Committee's spirit [6].

转自：成都日报锦观 以拼劲干劲抓好目标落实 推动实现"十五五"良好开局 全市各级各部门认真学习贯彻市委经济工作会议精神 刚刚闭幕的市委经济工作会议，系统谋划部署了2026年重点目标任务，为成都今年经济工作锚定了航 向、凝聚了共识。会议召开后，各区（市）县广大党员干部认真学习领会会议精神。大家一致认为，面 对依然复杂的外部环境和艰巨繁重的改革发展稳定任务，只有拿出拼的精神、鼓足干的劲头，不折不扣 抓好目标落实，才能在高质量发展道路上稳步前行，推动实现"十五五"良好开局。 金牛区将聚力实体经济，推进产业园区强承载，推进先进制造业强集群，推进现代服务业强质效，着力 构建现代都市产业体系。推进科产融合，强化企业创新主体地位，完善热带雨林创新生态，构建协同创 新联合体，不断增强创新成果转化效能。持续扩大内需，激发赛演文创活力，打造特色消费场景，构建 都市文旅品牌，加快提升都市消费品质活力。深化改革开放，加快要素市场化改革，推动内外贸一体发 展，擦亮营商环境金招牌，持续促进要素资源优化配置。提升功能品质，稳步推进城市更新，焕新城市 街巷活力，完善基础设施网络，夯实生态环境本底，加快建设诗意栖居公园城区。增进民生福祉，深 ...

12月30日，巨石绿色能源（涟水）有限公司500MW风电项目胜利开工。 12月30日，巨石绿色能源（涟水）有限公司500MW风电项目胜利开工。 中国建材集团总经理助理、中国建筑材料科学研究总院党委书记、董事长郅晓，中国建材股份党委常委、中国巨石董事长刘燕，中国巨石党委委 员、副总裁曹国荣，中国建筑材料科学研究总院党委委员、副总经理文寨军，涟水县政府党组成员、开发区管委会主任禹成余等领导出席开工仪 式。 风电二期项目建设，是巨石积极践行"双碳"战略，为"十五五"规划开好局、起好步的关键项目。项目拟安装185米超高混塔、220米大叶轮、智能控 制的最新现代化智能风电机组；全部建成后将形成约76台风机规模，预计年上网电量约12.4亿度，相当于三分之一的涟水县年用电量，每年可减少 二氧化碳排放约100万吨。项目除配套淮安零碳智能制造基地电子布生产线的绿电需求外，还将进一步助力当地打造"零碳工业园区"建设。 来源：巨石在线 中国建材集团总经理助理、中国建筑材料科学研究总院党委书记、董事长郅晓，中国建材股份党委常委、中国巨石董事长刘燕，中国巨石党委委 员、副总裁曹国荣，中国建筑材料科学研究总院党委委员、副总经理文寨军，涟 ...

新年伊始，江苏劳动者迎来重磅民生利好。12月31日，江苏省人民政府新闻办公室召开"高质量完成'十 四五'规划"系列主题新闻发布活动第六场——"保障和改善民生"主题新闻发布会，正式宣布自2026年1 月1日起，全省最低工资标准将全面上调。调整后，一类地区月最低工资标准达2660元，二类地区为 2430元，三类地区为2180元。这一举措将切实提升劳动者收入水平，为"苏式"民生建设增添温暖注脚。 发布会同时亮出了江苏"十四五"期间人社领域的亮眼成绩单。五年来，江苏始终坚持稳中求进、改革创 新，聚焦就业、社保、人才、权益维护等民生重点领域精准发力，交出了一份实实在在的民生答卷。 就业大局稳中向好 累计新增就业超680万人 就业是最大的民生。"十四五"以来，江苏全省城镇新增就业累计达到683.8万人，占全国的1/10以上，城 镇调查失业率始终控制在5%以内，持续低于全国平均水平，就业形势保持总体稳定。 在政策保障上，江苏构建了全方位的就业优先政策体系。推动出台《江苏省就业促进条例》《江苏省人 力资源市场条例》，修订《江苏省失业保险规定》，每年制定稳岗促就业专项政策，打出社保降费、稳 岗返还、扩岗补助等政策"组合拳"。" ...

Core Insights - The event held by Jiufang Zhituo focused on investment opportunities and challenges in the context of China's economic landscape as it transitions into the 14th Five-Year Plan's conclusion and the 15th Five-Year Plan's initiation [1][2] Economic Outlook - China's economy is expected to maintain a growth rate of 4% to 5% in 2026, supported by fiscal policies and technological advancements [1][4] - The global economy is projected to continue its stable recovery, with the U.S. economy growing around 3% and Europe experiencing moderate recovery [4] Policy and Market Dynamics - The 15th Five-Year Plan emphasizes stabilizing economic growth, enhancing consumption rates above 50%, and driving industrial upgrades through technological innovation [4][6] - The capital market is shifting from a "financing main channel" to a "capital allocation hub," focusing on innovation and balanced investment [11] Investment Opportunities - High-end manufacturing, technology consumption, and artificial intelligence are identified as key sectors for structural investment opportunities [1][4] - The A-share market is expected to see a growth range of 10% to 20% in 2026, with a focus on technology, resources, and consumer sectors [10][12] Sector-Specific Insights - The AI sector is anticipated to shift from upstream computing power to downstream applications, with significant investment opportunities in mobile technology and AI healthcare applications [14][19] - The precious metals market is expected to remain strong, with gold and silver benefiting from ongoing demand and market dynamics [15][21] Technological Advancements - The fourth technological revolution, characterized by AI, green energy, and quantum information, positions China to potentially lead in new technological arenas during the 15th Five-Year Plan [7][19] - The nuclear fusion sector is highlighted as a strategic focus, with significant investment opportunities in companies involved in core equipment and large scientific projects [21]

在 2025年收官之际，九方智投首席策略荟于12月31日在上海成功举行。本次活动以"遇见十五五解码政策新坐 标，抢占投资新蓝海"为主题，通过主题演讲和圆桌对话的形式，从宏观策略、行业等多个维度来解码投资机遇。 九方智投总经理、九方金融研究所所长程伟在致辞中表示， 2025年中国经济在压力之下彰显韧性，随着"十四 五"规划圆满收官与资本市场改革深化，为新质生产力发展提供了坚实土壤。展望2026年作为"十五五"规划开局之 年，市场将面临确定性机遇与不确定性挑战交织的复杂图景，预计进入深度分化、结构性机会主导的新阶段。 会上，九方智投首席经济学家、中国社会科学院世界经济与政治研究所全球宏观经济研究室主任肖立晟分析称， 2026年中国经济有望在财政发力与科技突破中稳步前行。展望"十五五"期间中国经济与资本市场走势，他认为， 2026年全球经济将延续稳定复苏态势，中国经济在财政主导的政策支持下有望保持4%~5%增长，资本市场或现先 扬后抑格局，结构性机会集中于高端制造、科技消费与人工智能领域。 宏观研判" 十五五"新篇， 科技创新成破局关键 具体看来，会议以 "宏观研判"环节开篇，复旦大学美国研究中心教授、博士生导师韦 ...

Group 1: Core Insights - The report predicts that the defense industry will gradually enter a recovery phase in 2026, driven by increased military spending and the release of backlog orders from the previous five-year plan [2][19][20] - The military expenditure is expected to rise significantly, with a notable increase in defense budgets across various countries, indicating a positive trend for the global military market [23][22] - The report emphasizes the importance of military trade, particularly in light of recent geopolitical events that have opened up long-term growth opportunities for the industry [15][46] Group 2: Focus Areas - Key areas of focus include main battle equipment such as missiles, unmanned systems, and new production models, as well as military trade which is anticipated to reshape the global market [3][25] - In the realm of new combat capabilities, attention is directed towards military AI, aerospace satellites, and deep-sea technology, which are expected to drive innovation and growth [4][25] - The report highlights the significance of military-civilian integration, particularly in sectors like nuclear fusion and large aircraft manufacturing, which present substantial market opportunities [5][26] Group 3: Investment Strategies - The investment strategy for 2026 emphasizes the importance of focusing on companies that are well-positioned in the market, have strong pricing power, and are likely to benefit from military trade and new equipment production [6][38] - Specific companies to watch include those involved in missile production, unmanned systems, and new equipment, which are expected to experience significant growth in the coming years [27][29] - The report suggests that the military trade sector is poised for a transformation, with increased global military spending driving demand for military equipment and services [41][46]