我国人口老龄化程度较高，但老年人中低龄化特征显著：60至69岁的低龄老年人约占全体老年人的 56%。去年发布的中国城乡老年人生活状况抽样调查数据显示，约七成老年人赞同发挥余热、参与社会 发展。 "更好保障老年人参与政治、经济、文化和社会生活，推动实现老有所为，有利于满足老年人基本生活 需要，帮助其实现自我价值，还有利于发挥老年人潜能，为社会创造物质财富和精神财富。"中国老龄 科学研究中心研究员王莉莉说。 从2021年《中共中央国务院关于加强新时代老龄工作的意见》专门提出"促进老年人社会参与"，到2025 年民政部等19部门联合发文明确2035年老年人社会参与服务体系建设目标……我国出台系列政策措施， 不断提高老年人社会参与的积极性与便利度，拓宽社会参与渠道，为老年人更好参与经济社会生活提供 有力保障。 老年是有作为、有进步、有快乐的重要人生阶段，老年人是党和国家的宝贵财富。"十五五"规划建议提 出，积极开发老年人力资源，发展银发经济。 从社区调解到科普宣传，从乡村义诊到支教讲学……截至2025年9月底，以"银龄行动"等项目为抓手， 全国5358万老年志愿者，汇聚起16.4亿小时服务总时长，书写着老有所为的新时 ...

"更好保障老年人参与政治、经济、文化和社会生活，推动实现老有所为，有利于满足老年人基本生活需要，帮助其实现自我 价值，还有利于发挥老年人潜能，为社会创造物质财富和精神财富。"中国老龄科学研究中心研究员王莉莉说。 新华社北京12月11日电（记者朱高祥）老年是有作为、有进步、有快乐的重要人生阶段，老年人是党和国家的宝贵财富。"十 五五"规划建议提出，积极开发老年人力资源，发展银发经济。 从社区调解到科普宣传，从乡村义诊到支教讲学……截至2025年9月底，以"银龄行动"等项目为抓手，全国5358万老年志愿 者，汇聚起16.4亿小时服务总时长，书写着老有所为的新时代动人篇章。 我国人口老龄化程度较高，但老年人中低龄化特征显著：60至69岁的低龄老年人约占全体老年人的56%。去年发布的中国城 乡老年人生活状况抽样调查数据显示，约七成老年人赞同发挥余热、参与社会发展。 2024年12月5日，北京市西城区老墙根社区的老年志愿者在编织围巾。新华社记者 李欣 摄 从2021年《中共中央 国务院关于加强新时代老龄工作的意见》专门提出"促进老年人社会参与"，到2025年民政部等19部门 联合发文明确2035年老年人社会参与服务体系 ...

Core Viewpoint - The proposal by the Jilin Provincial Committee emphasizes the promotion of high-quality and efficient development of the modern service industry, aiming to enhance its integration with advanced manufacturing and modern agriculture [1] Group 1: Modern Service Industry Development - The plan includes actions to expand and improve the service industry, focusing on the specialization and high-end value chain extension of productive services [1] - It aims to enhance the quality, diversity, convenience, and professionalism of life services [1] - The initiative promotes the digitalization of the service industry [1] Group 2: Ice and Snow Economy - The strategy aims to consolidate and develop the ice and snow economy by promoting ice and snow sports, enriching ice and snow culture, and cultivating the ice and snow equipment industry [1] - It seeks to improve the quality of ice and snow tourism and accelerate talent training in this sector [1] - The goal is to create a world-class ice and snow brand and establish ice and snow tourism destinations [1] Group 3: Elderly and Health Services - The focus is on industries such as elderly care services, traditional Chinese medicine health maintenance, ecological health care, and domestic services [1] - The plan aims to enrich product offerings and accelerate the cultivation of leading enterprises in chain and group formats [1] - It emphasizes the development of the silver economy and "bird migration" style summer vacation economic clusters [1] Group 4: Logistics Infrastructure - The proposal includes accelerating the construction of national logistics hubs and key cold chain logistics bases [1] - It aims to improve the modern logistics operation system characterized by "channels + hubs + networks" [1]

记者 张杨 "十五五"规划建议提出，要积极应对人口老龄化，健全养老事业和产业协同发展政策机制。 "银发岁月不是夕阳余晖，而是人生盛景。"昨天，在解放日报社和上海银行联合主办的"大城养老 银发机遇"主题论坛上，上海银行党委副书记、行长施红敏的一番话引发现场共鸣。当日，上海政府职 能部门、金融机构代表、媒体负责人等齐聚一堂，围绕构建银发经济新生态等话题深入交流，共谋未 来。 携手应对老龄化趋势 同时，上海银行发布了全新"美好生活工作室"八大公益助老服务行动，并携手解放日报社、太保寿 险、国泰海通证券、光明集团、上汽大通、携程集团等首批合作伙伴，共同启动"美好生活服务联盟"； 联合上海市老年基金会、老年大学、志愿服务公益基金会等机构，启动"公益助老志愿者联盟"。联盟将 通过成员的资源整合、权益打通与产品共创，为市民推出更多实实在在的专属服务与保障。 加速发展第三支柱 论坛上，专家学者贡献了深刻洞见，企业机构更碰撞出不少思想火花。 截至2024年末，上海户籍60岁及以上老年人口达577.62万人，占总人口的37.6%。作为全国最早进 入人口老龄化且老龄化程度最高的城市，上海对高质量养老服务的供给和需求，也需要走在全国 ...

Economic Development - Jiangsu's GDP has crossed three trillion yuan milestones, reaching over 14 trillion yuan this year, with all 13 cities ranked among the top 100 in the country [1] - The province has implemented over 1,600 major projects, enhancing infrastructure such as the Shanghai-Nanjing high-speed railway and the second phase of the Huaihe River waterway [1] Industrial Innovation - Jiangsu's regional innovation capability has risen to second in the country, with R&D investment intensity reaching the level of medium innovation countries [2] - The number of high-tech enterprises has increased by over 70% compared to the end of the 13th Five-Year Plan, with nearly 90% of patent authorizations generated by enterprises [2] - The province's advanced manufacturing industry has seen rapid growth, with high-tech industries accounting for over 50% of industrial output [2] Urban and Rural Development - Jiangsu has actively promoted regional integration and cooperation, with the GDP per capita ratio between southern and northern Jiangsu narrowing to 1.86:1 [3] - The urbanization rate of the permanent population is now 75.5%, which is approximately 10 percentage points higher than the national average [3] - Jiangsu contributes significantly to national grain production, producing 5.4% of the country's grain with only 3.2% of the arable land [3] Environmental Sustainability - Jiangsu has established four national carbon peak pilot projects and has launched a provincial carbon footprint public service platform [4] - The province's renewable energy installed capacity has surpassed that of coal power, becoming the largest energy source [4] - PM2.5 concentration has met national air quality standards for four consecutive years, and the water quality of the Yangtze River has maintained Class II for seven years [4] Social Welfare - The income ratio between urban and rural residents has narrowed to 2.04:1, with urban employment growth consistently above 10% nationally [5] - Jiangsu has established a comprehensive elderly care service system and achieved over 70% coverage in childcare for children under three [5] - The basic medical insurance coverage rate remains stable at over 95%, with record high admission rates for high school and university [5]

江苏区域创新能力跃升至全国第二，特别是基础研究取得新的突破，苏州实验室升级为国家实验室，五年来共有6项成果入选"中国科学十大进展"。与"十 三五"末相比，全省高新技术企业数量增长超70%，近九成的专利授权由企业创造、超八成的科技平台和高层次人才都在企业。制造业高质量发展指数连 续五年全国领先，国家先进制造业集群数量居全国第一。动力电池、新型电力装备、集成电路、节能环保、生物医药、软件、海工装备、轨道交通装备等 战略性新兴产业规模位居全国第一。全省未来产业核心企业总数超3100家，营收规模超7500亿元，占战略性新兴产业比重约10%左右。其中，合成生物、 新型储能、氢能等产业整体发展水平全国领先。"江苏制造"叫得更响：从C919大飞机的关键部件，到全球领先的盾构机；从新能源汽车到智能家电，江 苏制造的身影已经遍布全球。 江豚、东方白鹳……珍稀物种齐聚江苏 江苏做好"区域互补、跨江融合、南北联动"大文章。长江经济带和长三角一体化发展联动推进，比如说长江江苏段只占长江通航里程的1/7、承担的货运 量占到了70%，长三角生态绿色一体化发展示范区成为跨区域协作的生动样板。南北结对帮扶，差距不断缩小。统筹推进新型城镇化和 ...

在我国人口老龄化进程加快、"十五五"规划建议明确提出"积极开发老年人力资源，发展银发经济"的背景下，银发经 济正成为推动经济增长与社会发展的重要新引擎。12月8日，由中央广播电视总台财经节目中心主办的首届《CMG银 发经济盛典》在北京举行，总台党组成员、副台长齐竹泉，民政部党组成员、中国老龄协会会长孙硕鹏等嘉宾出席活 动。活动汇聚多部委官员、地方政府代表及产业界人士，共同解读政策动向、分享创新实践、展望产业未来。 本次盛典围绕"银发经济"展开，通过现场演绎、权威政策解读、产业案例分享等形式，系统展示了我国在养老事业与 产业协同发展方面的最新进展与未来方向。活动同步发布了由总台研究院撰写的《CMG银发经济新观察：2025中国银 发生活与消费数据报告》，该报告基于近12万份问卷调研，从健康、文化、宜居、价值四个维度，对我国60岁以上老 年群体的生活与消费现状进行了深入分析，为银发经济高质量发展提供数据支撑。 齐竹泉在致辞中表示，总台举办此次盛典旨在关注潜力巨大的银发经济，鼓励老年人追求美好生活，同时引导企业把 握产业趋势，共同推动老年友好型社会建设。 盛典设置了"消费服务""科技数智""人才"三大板块，呈现了一系 ...

0:00 浙江寿仙谷医药股份有限公司董事会秘书刘国芳：中国正处于高质量发展的时期，人们对高水平健康的 追求趋势不会变。中国进入了银发经济时代，60岁以上的人口占比达到了30%，人们对中药的功效越来 越接受和认可。所以，未来大健康产业会是一个发展潜力巨大的产业，也会是一个复苏比较快的行业。 ...

Group 1: Economic Development Trends - The year 2025 is significant for China's modernization process, with a focus on high-quality development and achieving major economic and social goals [2] - The Central Economic Work Conference highlighted the importance of developing new economic sectors such as the "first release economy," "ice and snow economy," "silver economy," and promoting healthy platform economy and county economy [3][4] Group 2: First Release Economy - The first release economy is gaining traction, with cities like Beijing, Shanghai, and Chengdu enhancing policy support to attract new brands and stores, becoming a key driver for domestic demand [3][6] - Chengdu has seen the establishment of 631 first stores in the first three quarters of the year, indicating a growing trend of "first release" becoming a lifestyle [8] Group 3: Ice and Snow Economy - The ice and snow economy is evolving from a seasonal focus to a year-round industry, with the market expected to exceed 1 trillion yuan by 2025 [3][9] - Harbin's Ice and Snow World is integrating technology and culture, offering diverse shopping and dining experiences to enhance consumer engagement [11] Group 4: Silver Economy - The silver economy is expanding with new service models for the elderly, including specialized travel services that cater to their needs, reflecting a shift in consumption patterns towards quality and personalization [12][13] - The elderly demographic is becoming a significant force in the tourism market, with over 80% of travelers on specialized trains being aged 60 and above [13] Group 5: Platform Economy - The platform economy is transitioning from a "what to sell" model to a "what is needed" approach, enhancing consumer experience through direct subsidies and one-stop services [14][15] - E-commerce platforms are driving growth in both domestic demand and foreign trade, with significant increases in sales and participation in global promotional events [16] Group 6: County Economy - The county economy is experiencing robust growth, with initiatives like "Hundred Villages, Thousand Stays" promoting eco-tourism and local industries, leading to increased income for local residents [17][18] - The integration of tourism and local agriculture is driving economic development, with significant increases in visitor numbers and revenue [18] Group 7: Marine Economy - The marine economy is focusing on green and low-carbon initiatives, with advancements in shipbuilding technology and sustainable practices [19][21] - The marine engineering sector is seeing growth, with a reported output value of 32.85 billion yuan in the first ten months of the year, reflecting a 16.9% increase [21] Group 8: Bay Area Economy - The Guangdong-Hong Kong-Macao Greater Bay Area is fostering innovation and collaboration, with companies leveraging regional strengths for technological advancements [22][24] - The synergy between Hong Kong's research capabilities and the manufacturing strengths of the Pearl River Delta is facilitating the commercialization of scientific innovations [24]

英大证券研究所证券研究报告 观点： 总量视角 【A 股大势研判】 周二晨报提醒，虽然周一 A 股延续强势，不过，仍存结构性隐忧。驱动行情 的是"政策预期"与"情绪修复"，而非扎实的"基本面改善"。上行中可能还有震荡， 市场走势如我们预期，周二沪深三大指数涨跌不一，个股涨少跌多，整体维持弱 势震荡格局。 金 点 策 略 晨 报 2025 年 12 月 10 日 密切关注两大因素 分析师：惠祥凤 执业证书编号：S0990513100001 电话：0755-83007028 邮箱：huixf@ydzq.sgcc.com.cn 密切跟踪美联储议息会议与国内重要会议的进展，根据政策信号动态调整持 仓结构：若出现超预期利好，可适度提升仓位参与结构性机会；若政策不及预期 或海外风险升温，则应进一步收缩防线，聚焦核心资产。 操作上，轻指数，重个股。踏准板块轮动节奏，采取均衡配置、高抛低吸或 是占优策略。无论是科技成长方向（半导体芯片、泛 AI 主题及机器人行业等）， 还是顺周期行业（光伏、电池、储能、化工、煤炭、有色等），亦或是红利股（银 行、公用事业、"大象股"等），尽量选择有业绩支持的标的逢低布局，远离缺乏业 绩支撑的高 ...