● 新华社济南2月2日电（记者邹伟） 李强首先来到济南二机床集团有限公司，察看灯塔工厂生产线，详细询问减材制造、增材制造等工艺以 及新材料应用情况，对企业通过数智化转型持续提升竞争力表示赞许。李强说，智能制造是推动产业技 术变革和优化升级的主攻方向，要积极利用人工智能技术对生产制造全链条全周期进行重塑。在保持规 模优势基础上更加注重科技创新，推动技术产品迭代升级，提高自主可控能力。要根据相关产业特别是 新兴产业、未来产业发展需求，持续加大研发投入，强化软硬件协同，不断增加优质供给。在聊热入济 供热北线4号中继能源泵站，李强深入了解聊热入济、济南燃煤锅炉替代等工作进展，对当地供热"一张 网"建设予以肯定。李强指出，清洁供热既有利于民生保障，又有利于降碳增效和生态保护，具有良好 综合效益。要加强区域能源统筹利用，推进管网设施联通，优化供热计量方式，加快绿色低碳技术研发 应用，将工业余热转化为稳定清洁热源。李强听取山东省能源建设和核电发展情况汇报，要求统筹抓好 清洁能源项目建设和运行安全，提升技术水平和监管能力，更好助力构建新型能源体系。 调研期间，李强主持召开省市县乡四级政府负责同志代表座谈会，听取对《政府工作报 ...

调研期间，李强主持召开省市县乡四级政府负责同志代表座谈会，听取对《政府工作报告》和《"十五 五"规划纲要（草案）》两个征求意见稿及政府工作的意见建议。李强强调，去年中国经济在应对冲击 中实现新的发展，今年我们要继续坚定信心、克难奋进。各级政府要按照党中央决策部署，狠抓落实、 主动作为，发挥各地特色优势，努力培育新的增长点，推动各项工作尽快落地见效。要进一步强化服务 意识，持续提升政务效能，落实各项惠企政策，解决好企业关切和诉求。要围绕推动高质量发展，结 合"十五五"规划的编制和实施，深入谋划一批重大举措、重大项目，在因地制宜发展新质生产力、做强 国内大循环、促进居民就业增收等重点领域取得更大进展。李强强调，地方政府编制"十五五"规划要坚 持实事求是，注重系统集成，特别是基层专项规划编制要坚持少而精，不要贪大求全。 （文章来源：期货日报网） 据新华社电中共中央政治局常委、国务院总理李强2月2日在山东调研。他强调，要深入贯彻习近平总书 记关于做好今年和"十五五"时期经济社会发展工作的重要指示精神，坚持远近结合，抓好开局起步，靠 前发力实施各项政策，坚决把党中央各项决策部署落实到位，更加扎实有效地促发展惠民生增后劲 ...

Group 1 - The core message emphasizes the importance of implementing policies effectively to promote development and improve people's livelihoods, aligning with the directives from the central government [1] - The focus on intelligent manufacturing as a key direction for industrial technological transformation and optimization, highlighting the need for continuous investment in research and development to enhance competitiveness [2] - The significance of clean heating for both public welfare and ecological protection, with an emphasis on the integration of regional energy utilization and the advancement of green low-carbon technologies [2] Group 2 - The meeting with government representatives aimed to gather feedback on the "Government Work Report" and the draft of the "14th Five-Year Plan," stressing the need for local governments to actively implement central policies and foster new growth points [3] - The call for high-quality development and the necessity for local governments to create precise and practical plans for the "14th Five-Year Plan," avoiding overly ambitious projects [3]

新华社济南2月2日电（记者邹伟）中共中央政治局常委、国务院总理李强2月2日在山东调研。他强调， 要深入贯彻习近平总书记关于做好今年和"十五五"时期经济社会发展工作的重要指示精神，坚持远近结 合，抓好开局起步，靠前发力实施各项政策，坚决把党中央各项决策部署落实到位，更加扎实有效地促 发展惠民生增后劲。 李强首先来到济南二机床集团有限公司，察看灯塔工厂生产线，详细询问减材制造、增材制造等工艺以 及新材料应用情况，对企业通过数智化转型持续提升竞争力表示赞许。李强说，智能制造是推动产业技 术变革和优化升级的主攻方向，要积极利用人工智能技术对生产制造全链条全周期进行重塑。在保持规 模优势基础上更加注重科技创新，推动技术产品迭代升级，提高自主可控能力。要根据相关产业特别是 新兴产业、未来产业发展需求，持续加大研发投入，强化软硬件协同，不断增加优质供给。在聊热入济 供热北线4号中继能源泵站，李强深入了解聊热入济、济南燃煤锅炉替代等工作进展，对当地供热"一张 网"建设予以肯定。李强指出，清洁供热既有利于民生保障，又有利于降碳增效和生态保护，具有良好 综合效益。要加强区域能源统筹利用，推进管网设施联通，优化供热计量方式，加快绿 ...

Core Viewpoint - The optimization of major productivity layout is a significant deployment for national economic development and a key means to promote efficient resource allocation and achieve regional coordinated development [1] Group 1: Regional Strategic Overlay Effects - The regional coordinated development strategy focuses on balanced development across four major sectors, enhancing regional vitality and creating a collaborative industrial layout [2] - The regional major strategy emphasizes the activation of five key regional economic dynamics, while the main functional area strategy aims to guide county-level development [2] - A multi-level spatial collaborative pattern has been established, laying a solid foundation for a high-quality regional economic layout and land spatial system [1][2] Group 2: Major Productivity Layout Optimization Measures for the 14th Five-Year Plan - The focus should be on key areas to optimize major productivity layout, emphasizing a highly coordinated regional development mechanism [5] - The construction of a national strategic hinterland is crucial for enhancing regional resilience and security, particularly in response to international and domestic changes [6] - Developing new quality productivity is essential for high-quality development, requiring a tailored approach based on regional conditions [7] Group 3: Regional Open Layout Optimization - The optimization of regional open layout is a proactive strategy to respond to changes in international economic cooperation, requiring a comprehensive approach [8] - The construction of a modern infrastructure system is vital for enhancing market connectivity and eliminating geographical barriers to factor flow [9] - The development of marine economy is a core support for building a maritime power, necessitating the promotion of marine industry structure upgrades and ecological civilization [10]

2026 年 02 月 01 日 宏观研究团队 走好中国特色金融发展之路，建设金融强国 ——宏观周报 | 何宁（分析师） | 沈美辰（分析师） | | --- | --- | | hening@kysec.cn | shenmeichen@kysec.cn | | 证书编号：S0790522110002 | 证书编号：S0790524110002 | |  国内宏观政策：建设金融强国 | | 过去两周（1 月 18 日-1 月 31 日）国内宏观主要聚焦以下几个方面： 金融监管政策方面，政策聚焦大宗商品交易监管。近期商品价格波动明显，上期 所、广期所、上金所等交易所多次发布调整涨跌停板、下调交易限额、上调保证 金比例等多项举措。 贸易方面聚焦美方表示在 4 月之前，中美双方有机会开启新一轮经贸谈判，商务 部对此回应表示，中方愿与美方用好中美经贸磋商机制，管控分歧、推进合作。 海外宏观政策：特朗普提名凯文·沃什为下任美联储主席 经济增长方面，国家发改委有关负责人介绍，2026 年宏观政策要把发力点放在 做强国内大循环上，全方位扩大国内需求。将优化"两新"政策的支持范围和补 贴标准；研究制定出台扩大内需战略实施 ...

Group 1 - The core viewpoint emphasizes the importance of expanding domestic demand as a strategic foundation for China's economic development, highlighting the need for a strong domestic market to ensure economic stability amid global uncertainties [1][2] - The macroeconomic perspective identifies consumption as the final demand and investment as the key link between supply and demand, suggesting that the expansion and upgrading of consumer spending can guide investment and enhance its effectiveness [1][2] - The article discusses the transition of China's consumption structure from goods-focused to a balance between goods and services, driven by advancements in digital technology and artificial intelligence, which will continuously release significant consumer potential [2][3] Group 2 - The need for coordinated efforts between consumption and investment is underscored, with challenges such as weak domestic demand and inefficiencies in investment highlighted as barriers to effective interaction [2][3] - Investment strategies should focus on both physical assets and human development, with an emphasis on infrastructure, technology innovation, and addressing social welfare needs to strengthen long-term consumer capacity [3] - Strengthening institutional frameworks is deemed crucial for facilitating smooth economic cycles, with calls for comprehensive reforms to enhance resource allocation efficiency and convert demand into economic growth [3]

Group 1 - The core viewpoint emphasizes the importance of expanding domestic demand as a strategic foundation for China's economic development, highlighting the need for a strong domestic market to ensure economic stability amidst global uncertainties [1][2] - The macroeconomic perspective identifies consumption as the final demand and investment as the key link between supply and demand, suggesting that the expansion and upgrading of consumer spending can guide investment and enhance its effectiveness [1][2] - The article discusses the transition of China's consumption structure from primarily goods consumption to a balanced focus on both goods and services, driven by advancements in digital technology and artificial intelligence, which will continuously release significant consumer potential [2][3] Group 2 - The article outlines the challenges faced in achieving a synergistic effect between consumption and investment, including weak domestic demand and inefficiencies in investment, which hinder the positive interaction between the two [2][3] - It stresses the need for comprehensive policy measures to strengthen macroeconomic regulation, combining investments in physical assets and human capital, while also advocating for deep reforms to facilitate smoother economic circulation [2][3] - The investment strategy should focus on both physical and human capital, with an emphasis on infrastructure development, technological innovation, and addressing social welfare needs to solidify long-term consumer capacity [3]

Group 1 - The core viewpoint emphasizes the importance of expanding domestic demand as a strategic foundation for China's economic development, with a focus on enhancing the internal circulation of the economy [1][2] - The central economic work conference has prioritized "domestic demand as the main driver" for economic tasks in 2026, highlighting the need for a robust domestic market to navigate global economic uncertainties [1][2] - The interaction between consumption and investment is crucial for economic growth, with increased consumer spending and effective investment driving job creation, income growth, and technological advancement [1][2] Group 2 - China's consumption structure is shifting from a focus on goods to a balanced emphasis on both goods and services, driven by advancements in digital technology and artificial intelligence, which will continue to unleash significant consumer potential [2][3] - There are challenges in achieving a synergistic effect between consumption and investment, including weak domestic demand and inefficiencies in investment, necessitating comprehensive policy measures to address these issues [2][3] - Investment strategies should integrate both physical and human capital, focusing on infrastructure development and enhancing social services to strengthen long-term consumer capacity [3]

更多政策解读、城市月报、房企研究报告 ..... 中指云 就在 \ Q 中指】三场发布会召开，利好消息不断 落地! 《中指解读》根据中指调查数据,当前影响购房者置业的因素中，居民收入不稳定排在首位。 本次发布会进一步明确 2026年宏观政策的发力点放在做强国内大循环上,全方位扩大国内需求，明 确提出"目前有关方面正在研究制定稳岗扩容提质行动和城乡居民增收计划",预计年内将有具体 政策落地,稳定居民收入或收入预期将为购房需求释放奠定重要基础,若更多"投资于人"的举措 出台,也有望为稳定房地产市场发挥积极作用。 三场发布会召开,利好消息不断落地! 1月20日,国新办举行两场新闻发布会,一是请国家发展改革委副主任王昌林介绍落实中央经 济工作会议精神,推动"十五五"实现良好开局有关情况;二是请财政部副部长廖岷介绍发挥积极 财政政策作用,推动经济社会高质量发展有关情况。除此之外,自然资源部召开例行新闻发布会, 发布解读《自然资源部 住房和城乡建设部关于进一步支持城市更新行动若干措施的通知》。同一天, 三个部门召开三场新闻发布会,财政部等多部门推出财政金融促内需一揽子政策,彰显政策协调一 致性,其中多个政策与房地产密切相 ...