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国泰君安期货商品研究晨报:贵金属及基本金属-20250916
Guo Tai Jun An Qi Huo· 2025-09-16 02:36
1. Report Industry Investment Ratings No industry investment ratings are provided in the report. 2. Core Views of the Report - Gold: Downward revision of non - farm payrolls [2] - Silver: Breakout upward [2] - Copper: Driven by multiple logics, price increases [2] - Zinc: Maintains a sideways trend [2] - Lead: Reduced inventory supports the price [2] - Tin: Ranges sideways [2] - Aluminum: Ranges sideways; Alumina: Rebounds upward; Cast aluminum alloy: Follows electrolytic aluminum [2] - Nickel: Contradictions in the smelting end are not prominent, focus on news - related risks at the ore end [2] - Stainless steel: Long - and short - term logics compete, steel prices may fluctuate [2] 3. Summaries by Related Catalogs Gold and Silver - **Fundamental Data**: Yesterday, the closing prices of various gold and silver products showed different degrees of increase, such as the daily increase of Shanghai Gold 2510 being 0.41%. The trading volume and positions of some contracts also changed. For example, the trading volume of Shanghai Silver 2510 increased by 326,453 compared with the previous day. The inventory of some products also changed, like the Shanghai Gold inventory increased by 2,799 kilograms [5]. - **Macro and Industry News**: There are various news including Sino - US reaching a basic framework consensus on resolving the TikTok issue, China's market regulatory authority investigating NVIDIA for anti - monopoly, and China's economic data in August showing characteristics of "slow industry, weak investment, and light consumption" [5][7][8]. - **Trend Intensity**: Gold trend intensity is 0, silver trend intensity is 0 [9]. Copper - **Fundamental Data**: The closing price of the Shanghai copper main contract decreased by 0.15% during the day and increased by 0.54% during the night session. The trading volume and positions of futures contracts changed, and the inventory of Shanghai copper increased by 5,083 tons [11]. - **Macro and Industry News**: Investors almost consider the Fed's interest rate cut this week a certainty. The Trump administration announced a reduction in the import tariff on Japanese cars to 15%. Anglo American and Teck Resources agreed to merge, and Peru's copper production in July increased by 2% year - on - year [11][13]. - **Trend Intensity**: Copper trend intensity is 1 [13]. Zinc - **Fundamental Data**: The closing price of the Shanghai zinc main contract increased by 0.02%, and the trading volume and positions of futures contracts changed. The inventory of Shanghai zinc increased by 5,466 tons [14]. - **News**: The market regulatory authority investigated NVIDIA for anti - monopoly, and major car companies responded to the "60 - day payment term" initiative [15]. - **Trend Intensity**: Zinc trend intensity is 0 [16]. Lead - **Fundamental Data**: The closing price of the Shanghai lead main contract increased by 0.70%, and the trading volume and positions of futures contracts changed. The inventory of Shanghai lead decreased by 68 tons, and the LME lead inventory decreased by 3,950 tons [17]. - **News**: Investors almost consider the Fed's interest rate cut this week a certainty, and the Trump administration reduced the import tariff on Japanese cars [18]. - **Trend Intensity**: Lead trend intensity is 0 [18]. Tin - **Fundamental Data**: The closing price of the Shanghai tin main contract increased by 0.99% during the day and 0.48% during the night session. The trading volume and positions of futures contracts changed, and the Shanghai tin inventory decreased by 178 tons [21]. - **Macro and Industry News**: Similar to the gold and silver section, there are multiple macro - level news [22]. - **Trend Intensity**: Tin trend intensity is 0 [23]. Aluminum, Alumina, and Cast Aluminum Alloy - **Fundamental Data**: The closing price of the Shanghai aluminum main contract decreased by 100 compared with T - 1. The trading volume and positions of futures contracts changed. The inventory of domestic aluminum ingots increased by 1.10 million tons. The closing price of the Shanghai alumina main contract increased by 21 compared with T - 1 [24]. - **Comprehensive News**: An important article by General Secretary Xi Jinping was published in Qiushi Journal [26]. - **Trend Intensity**: Aluminum trend intensity is 0, alumina trend intensity is 0, and aluminum alloy trend intensity is 0 [26]. Nickel and Stainless Steel - **Fundamental Data**: The closing price of the Shanghai nickel main contract increased by 1,360 compared with T - 1. The trading volume and positions of futures contracts changed. The price of some nickel - related products and the spread between contracts also changed [27]. - **Macro and Industry News**: The Indonesian CNI nickel - iron project entered the trial - production stage, environmental violations were found in the IMIP, and Indonesia planned to shorten the mining quota period [27][28][30]. - **Trend Intensity**: Nickel trend intensity is 0, stainless steel trend intensity is 0 [33].
金融期货早评-20250916
Nan Hua Qi Huo· 2025-09-16 02:20
Report Industry Investment Ratings No relevant content provided. Core Views of the Report Financial Futures - **Macro**: China's economy needs government support. Consumption - related policies will continue. Overseas, US inflation is resilient, and the market focuses on the Fed's actions [1]. - **Renminbi Exchange Rate**: The US dollar index shows a risk of downward break - out. The RMB against the US dollar is expected to fluctuate weakly and converge to the central parity rate [2]. - **Stock Index**: The domestic fundamentals are weak, putting pressure on the stock index. It will be affected by the Fed's rate - cut decision [4]. - **Treasury Bonds**: Focus on Sino - US economic talks and the Fed's September meeting. Hold long positions [5]. - **Container Shipping**: The decline of SCFIS European line has slightly converged. The futures price is likely to continue to fluctuate. Short - term intraday operations are recommended [7]. Commodities Non - ferrous Metals - **Gold & Silver**: Medium - to long - term may be bullish. Short - term, maintain the idea of buying on dips [8][11]. - **Copper**: It will be in a high - level consolidation. The price may be around 81,000 yuan per ton in the short term [12]. - **Aluminum**: It will be oscillating strongly. The weekly price range is 20,600 - 21,400 yuan/ton [14]. - **Alumina**: It will be in a weak operation. Recommend shorting on rallies [15]. - **Cast Aluminum Alloy**: It will be oscillating strongly. The price difference with aluminum is between 400 - 500 yuan/ton [16]. - **Zinc**: It will mainly oscillate [16]. - **Nickel & Stainless Steel**: They are strongly affected by the mining end. Short - term, they are in a bottom - strengthening oscillation [17]. - **Tin**: It will be in a high - level oscillation around 274,000 yuan per ton [20]. - **Lead**: It will be in a high - level oscillation. Be cautious about chasing high prices [21]. Black Metals - **Rebar & Hot - Rolled Coil**: The macro - level drives upward. The short - term fundamentals are mixed, but the macro - drive is strong, and the price shows an oscillatingly strong trend [24]. - **Iron Ore**: The shipment has recovered. The price will oscillate within a limited range before the National Day [26]. - **Coking Coal & Coke**: The overall supply is becoming more relaxed. The price will maintain a wide - range oscillation. Pay attention to the 1 - 5 reverse spread [28]. - **Silicon Iron & Silicon Manganese**: They are supported by cost and will be strong in the short term. Try to go long on specific contracts [29]. Energy and Chemicals - **Crude Oil**: Geopolitical disturbances drive a small rebound. Supply pressure dominates. Recommend shorting on rallies [31]. - **LPG**: Driven by the macro - level, the price goes up. The external market provides support [33]. - **PTA - PX**: They oscillate with the cost and the macro - environment. PTA processing fees are expected to be repaired [36]. - **MEG - Bottle Chip**: They are oscillating strongly in the short term due to macro - warming [37]. - **Methanol**: Reduce long positions. It may oscillate in the short term [38]. - **PP**: The downside space is limited. Recommend going long on dips [42]. - **PE**: The demand recovers slowly. It will maintain an oscillating pattern [45]. - **PVC**: It is recommended to wait and see. The current fundamentals are poor, but the short - selling willingness of funds is low [46]. - **Fuel Oil**: It fluctuates with the cost. It is not advisable to continue shorting [46]. - **Low - Sulfur Fuel Oil**: Pay attention to the opportunity to short the high - low sulfur spread in the far - month contract [47]. - **Asphalt**: It is pushed up by the "anti - involution" concept. The short - term peak season is not outstanding. Consider long - position allocation after the crude oil stabilizes [48]. - **Urea**: It is in a pattern of having support below and suppression above. The 01 contract is expected to oscillate between 1650 - 1850 [49]. - **Soda Ash**: The supply - demand pattern of supply exceeding demand remains unchanged. The price is restricted by high inventory [50]. - **Glass**: The price lacks a clear trend. Pay attention to supply - side ignition, cost, and demand seasonality [51]. - **Caustic Soda**: The spot price is weakening. Pay attention to the spot rhythm, peak - season performance, and downstream stocking enthusiasm [52]. - **Pulp**: It rebounds with the commodity sentiment. Recommend buying on dips [53]. - **Propylene**: The futures and spot prices diverge. The futures are driven up by the macro - level, while the spot weakens [55]. Agricultural Products - **Hogs**: Policy disturbances emerge again [56]. Summary by Relevant Catalogs Financial Futures - **Macro**: China's economic data in August shows "slow industry, weak investment, and light consumption". Policies in the consumption field will continue. Overseas, US inflation is resilient, and the market focuses on the Fed's actions [1]. - **Renminbi Exchange Rate**: The US dollar index shows a risk of downward break - out. The RMB against the US dollar is expected to fluctuate weakly and converge to the central parity rate. Enterprises are given corresponding exchange - rate operation suggestions [2][3]. - **Stock Index**: The domestic fundamentals are weak, putting pressure on the stock index. It is affected by the Fed's rate - cut decision, but the downward space is limited [4]. - **Treasury Bonds**: The bond market is less affected by the A - share market. The economic data in August is weak. Pay attention to Sino - US economic talks and the Fed's September meeting. Hold long positions [5]. - **Container Shipping**: The decline of SCFIS European line has slightly converged. The futures price is likely to continue to fluctuate. Short - term intraday operations are recommended [7]. Commodities Non - ferrous Metals - **Gold & Silver**: The price rises due to the Fed's easing expectations. The market focuses on the Fed's actions and tariff policies. Long - term, it may be bullish. Short - term, maintain the idea of buying on dips [8][11]. - **Copper**: The price is affected by the US inflation data and the Fed's rate - cut expectations. It will be in a high - level consolidation in the short term [12]. - **Aluminum**: It is affected by the Fed's rate - cut expectations and the improvement of fundamentals. The price is expected to be oscillating strongly in the early peak season [14]. - **Alumina**: The supply is in an oversupply state. The price may be weak in the short term. Recommend shorting on rallies [15]. - **Cast Aluminum Alloy**: It is affected by the shortage of scrap aluminum. It will be oscillating strongly [16]. - **Zinc**: It is mainly oscillating. The supply is in an oversupply state, and the demand is average [16]. - **Nickel & Stainless Steel**: They are strongly affected by the mining end. The fundamentals are stable. Short - term, they are in a bottom - strengthening oscillation [17]. - **Tin**: It is affected by the Fed's rate - cut expectations. It will be in a high - level oscillation around 274,000 yuan per ton in the short term [20]. - **Lead**: The price reaches a two - month high. The supply is relatively tight, and the demand is average. Short - term, the upward space is limited. Be cautious about chasing high prices [21]. Black Metals - **Rebar & Hot - Rolled Coil**: The macro - level drives upward. The current steel inventory is accumulating seasonally. The market has expectations for peak - season demand. The price shows an oscillatingly strong trend [24]. - **Iron Ore**: The shipment has recovered. The iron - water output has limited room for further increase. The price is expected to oscillate within a limited range before the National Day [26]. - **Coking Coal & Coke**: The supply is becoming more relaxed. The price will maintain a wide - range oscillation. Pay attention to the 1 - 5 reverse spread [28]. - **Silicon Iron & Silicon Manganese**: They are supported by cost and will be strong in the short term. Try to go long on specific contracts [29]. Energy and Chemicals - **Crude Oil**: Geopolitical disturbances drive a small rebound. Supply pressure dominates. Recommend shorting on rallies [31]. - **LPG**: Driven by the macro - level, the price goes up. The external market provides support [33]. - **PTA - PX**: They oscillate with the cost and the macro - environment. PTA processing fees are expected to be repaired [36]. - **MEG - Bottle Chip**: They are oscillating strongly in the short term due to macro - warming [37]. - **Methanol**: Reduce long positions. It may oscillate in the short term [38]. - **PP**: The downside space is limited. Recommend going long on dips [42]. - **PE**: The demand recovers slowly. It will maintain an oscillating pattern [45]. - **PVC**: It is recommended to wait and see. The current fundamentals are poor, but the short - selling willingness of funds is low [46]. - **Fuel Oil**: It fluctuates with the cost. It is not advisable to continue shorting [46]. - **Low - Sulfur Fuel Oil**: Pay attention to the opportunity to short the high - low sulfur spread in the far - month contract [47]. - **Asphalt**: It is pushed up by the "anti - involution" concept. The short - term peak season is not outstanding. Consider long - position allocation after the crude oil stabilizes [48]. - **Urea**: It is in a pattern of having support below and suppression above. The 01 contract is expected to oscillate between 1650 - 1850 [49]. - **Soda Ash**: The supply - demand pattern of supply exceeding demand remains unchanged. The price is restricted by high inventory [50]. - **Glass**: The price lacks a clear trend. Pay attention to supply - side ignition, cost, and demand seasonality [51]. - **Caustic Soda**: The spot price is weakening. Pay attention to the spot rhythm, peak - season performance, and downstream stocking enthusiasm [52]. - **Pulp**: It rebounds with the commodity sentiment. Recommend buying on dips [53]. - **Propylene**: The futures and spot prices diverge. The futures are driven up by the macro - level, while the spot weakens [55]. Agricultural Products - **Hogs**: Policy disturbances emerge again [56].
新华社权威速览丨总书记部署全国统一大市场建设
Xin Hua Wang· 2025-09-16 02:14
Core Viewpoint - The construction of a national unified market is a significant decision made by the Central Committee, essential for building a new development pattern, promoting high-quality development, and gaining an advantage in international competition [2][3]. Group 1: Five Unifications and One Openness - The basic requirements for advancing the national unified market construction are "Five Unifications" and "One Openness" [4]. - "Five Unifications": - Unification of market basic systems, particularly in property rights protection, fair competition, and quality standards [4]. - Unification of market infrastructure to facilitate the flow of logistics, capital, and information, and to improve the modern commercial circulation system [4]. - Unification of government behavior standards to ensure clear regulations for local economic development and investment attraction [4]. - Unification of market supervision and law enforcement, establishing clear criteria for administrative penalties [4]. - Unification of factor resource markets to promote free flow and efficient allocation, reducing resource misallocation and waste [4]. - "One Openness": - Continuous expansion of openness, implementing internal and external connectivity without closed operations [4]. Group 2: Key Focus Areas - The article emphasizes the need to address key challenges and eliminate persistent issues [6]. - Focus Area 1: Addressing chaotic low-price competition among enterprises, particularly in "involution" areas, through legal and regulatory measures [6]. - Focus Area 2: Rectifying irregularities in government procurement and bidding, including issues like lowest price bidding and conflicts of interest [6]. - Focus Area 3: Standardizing local investment attraction practices with a unified list of encouraged and prohibited behaviors [6]. - Focus Area 4: Promoting the integration of domestic and foreign trade, facilitating the path from export to domestic sales [6].
期指:或震荡偏强走势
Guo Tai Jun An Qi Huo· 2025-09-16 02:12
Report Summary 1. Industry Investment Rating No industry investment rating is provided in the report. 2. Core View The report suggests that stock index futures may show a volatile and moderately strong trend. On September 15, the current - month contracts of the four major stock index futures showed mixed performance, with trading volume and open interest generally decreasing, indicating a cooling of investors' trading enthusiasm [1][2]. 3. Summary by Relevant Content 3.1 Stock Index Futures Data Tracking - **September 15 Quotes**: The closing prices, price changes, basis, trading volumes, and open interests of various stock index futures contracts (such as IF, IH, IC, IM) and their underlying indexes (CSI 300, SSE 50, CSI 500, CSI 1000) are presented. For example, the CSI 300 closed at 4533.06, up 0.24%, while IF2509 closed at 4527.8, up 0.04%, with a basis of - 5.26 [1]. - **Trading Volume and Open Interest Changes**: On the trading day, the total trading volume of stock index futures decreased, with IF down 10859 lots, IH down 9934 lots, IC down 38503 lots, and IM down 46447 lots. The total open interest also decreased, with IF down 11030 lots, IH down 1517 lots, IC down 18126 lots, and IM down 15462 lots [2]. 3.2 Basis Charts - Basis charts of IF, IH, IC, and IM are provided, showing the basis changes of current - month, next - month, current - quarter, and next - quarter contracts from August 20 to September 15 [4]. 3.3 Top 20 Member Position Changes - The changes in long and short positions of the top 20 members in various stock index futures contracts are presented. For example, in the IF2509 contract, long positions decreased by 13634 lots, and short positions decreased by 13985 lots [5]. 3.4 Trend Intensity - The trend intensities of IF and IH are 1, and those of IC and IM are also 1. The trend intensity ranges from - 2 to 2, with - 2 being the most bearish and 2 being the most bullish [6]. 3.5 Important Drivers - Policy Factors: An important article by General Secretary Xi Jinping will be published in the 18th issue of Qiushi magazine, emphasizing the rectification of corporate low - price disorderly competition and government procurement bidding chaos. The National Bureau of Statistics states that in August, the national economy was generally stable, but there are still many risks and challenges [7]. - Market Conditions: The market is optimistic about the interest - rate decision week. The S&P has reached 6600 points, and the NASDAQ has hit a record high for six consecutive trading days. In the domestic A - share market, the Shanghai Composite Index fell 0.26% to 3860.5 points, while the Shenzhen Component Index rose 0.63%, and the ChiNext Index rose 1.51%. The A - share trading volume was 2.3 trillion yuan, down from 2.55 trillion yuan the previous day [7][8].
《求是》杂志发表习近平总书记重要文章 纵深推进全国统一大市场建设
Xin Hua She· 2025-09-16 01:11
文章指出,要聚焦重点难点,下决心清除顽瘴痼疾。第一,着力整治企业低价无序竞争乱象。"内 卷"重灾区,要依法依规有效治理。更好发挥行业协会自律作用,引导企业提升产品品质。推动落后产 能有序退出。第二,着力整治政府采购招标乱象。重点整治最低价中标、以次充好、利益勾连等突出问 题。规范政府采购和招标投标,加强对中标结果的公平性审查。第三,着力整治地方招商引资乱象。要 制定全国统一的地方招商引资行为清单,明确鼓励和禁止的具体行为。加强招商引资信息披露。第四, 着力推动内外贸一体化发展。畅通出口转内销路径,提高国内国际标准一致性,培育一批内外贸优质企 业。第五,着力补齐法规制度短板。持续开展规范涉企执法专项行动。健全有利于市场统一的财税体 制、统计核算制度和信用体系。第六,着力纠治政绩观偏差。完善高质量发展考核体系和干部政绩考核 评价体系。 文章强调,建设全国统一大市场,既是攻坚战,也是持久战,各地区各部门要从政治和全局高度抓 好落实。中央和地方、地方和地方、政府和企业、企业和企业都要加强协调配合,形成推进合力。 扫一扫在手机打开当前页 新华社北京9月15日电 9月16日出版的第18期《求是》杂志将发表中共中央总书记、 ...
金社平:以“立破之道”建设好全国统一大市场
Ren Min Ri Bao· 2025-09-16 00:22
市场是最稀缺的资源,超大规模市场是我国的优势所在。用好市场资源和优势,纵深推进全国统一大市 场建设,是当务之急,更是战略之举。 习近平总书记指出:"建设全国统一大市场,不仅是构建新发展格局、推动高质量发展的需要,而且是 赢得国际竞争主动权的需要""必须把全国统一大市场建设好,增强我们从容应对风险挑战的底气"。 7月30日召开的中共中央政治局会议指出,纵深推进全国统一大市场建设,推动市场竞争秩序持续优 化。 上半年,国内生产总值同比增长5.3%,内需对经济增长贡献率达68.8%。面对严峻复杂的外部环境,中 国大市场彰显出强大韧性。 与此同时,一些行业和企业低价无序竞争、有的地方"政策洼地"比拼、产业盲目跟风等现象依然存在, 成为做强国内大循环的阻碍。 打通堵点、畅通循环,必须用好"立破之道"。 "立"什么、"破"什么,怎么"立"、如何"破"……在认识上和实践中解决好这些问题,才能更好推进全国 统一大市场建设,更好构建新发展格局,把发展的主动权牢牢掌握在自己手里。 (一) 构建全国统一大市场,要立"显规则"、破"潜规则"。 "改革有破有立,得其法则事半功倍"。全国统一大市场建设,坚持以制度建设为主线,破立并举、先 ...
财联社9月16日早间新闻精选
Xin Lang Cai Jing· 2025-09-16 00:17
Group 1 - The article highlights the importance of addressing low-price and disorderly competition among enterprises, particularly in areas heavily affected by "involution" [1] - The Chinese and U.S. economic leaders discussed key trade issues, reaching a basic framework consensus on cooperation regarding TikTok and reducing investment barriers [2][3] - The National Foreign Exchange Administration announced reforms to enhance cross-border investment and financing, allowing foreign direct investment profits to be reinvested domestically [4] Group 2 - Nvidia is under further investigation by China's market regulator for potential antitrust violations [5] - The China Association of Automobile Manufacturers released a payment guideline for auto manufacturers to suppliers, establishing a 60-day payment term [6] - The Ministry of Commerce criticized the U.S. for unilateral actions regarding tariffs on imports of Russian oil, stating it violates previous agreements and could disrupt global trade [7] Group 3 - Ningde Times announced that its sodium-ion battery has passed national standard certification, becoming the first of its kind globally [11] - Several companies, including Junsheng Electronics and Chip Microelectronics, are making significant acquisitions in the semiconductor sector, indicating a trend towards consolidation in this industry [12] - Tesla's CEO Elon Musk purchased approximately 2.57 million shares of the company, valued at around $1 billion, indicating strong confidence in the company's future [16] Group 4 - International gold prices reached a new record high, with spot gold surpassing $3,685 per ounce, reflecting a continuous upward trend over the past four weeks [17]
人民日报:以“立破之道”建设好全国统一大市场
Ren Min Ri Bao· 2025-09-15 23:34
Core Viewpoint - The construction of a unified national market is essential for enhancing China's economic resilience and competitiveness in the global arena, as emphasized by President Xi Jinping [1][2]. Group 1: Market Construction Strategy - The strategy involves establishing clear rules ("立显规则") while breaking down hidden rules ("破潜规则") to ensure fair competition and reduce opportunistic behaviors [2][3]. - The market access system is crucial for enabling various business entities to participate in competition, with recent reforms in Zhejiang's nuclear power project illustrating increased private capital participation [2][3]. Group 2: Regulatory Framework - The release of the 2025 version of the Market Access Negative List, which reduced the number of restrictions from 151 to 106 (approximately 30% reduction), highlights the government's commitment to facilitating business development [3][8]. - Various regulatory measures, including the establishment of a social credit system and the revision of competition laws, aim to create a fair and orderly market environment [3][4]. Group 3: Infrastructure and Logistics - The construction of transportation infrastructure, such as the completion of the Su-Tai Expressway, is vital for enhancing regional connectivity and supporting integrated development in the Yangtze River Delta [5][7]. - Efforts to streamline logistics and transportation services are underway, with initiatives to improve cross-regional coordination and reduce logistics costs [7][8]. Group 4: Open Market Dynamics - The emphasis on breaking local protectionism and fostering a unified market is crucial for enhancing economic circulation and resource allocation [10][11]. - The integration of domestic and international markets is a priority, with measures being taken to align standards and regulations to facilitate trade [13][14]. Group 5: Future Outlook - The commitment to expanding high-level openness and leveraging China's vast market potential is expected to create new opportunities for global economic growth [15].
全国统一大市场建设迎来重要定调,国内物流成本仍有大幅降本增效空间
Xuan Gu Bao· 2025-09-15 23:20
Group 1 - The construction of a national unified market is a major decision by the central government, necessary for building a new development pattern and promoting high-quality development, as well as gaining an advantage in international competition [1] - The basic requirements for advancing the national unified market construction are "five unifications and one openness," which include unifying market basic systems, infrastructure, government behavior, market regulation, and resource markets, along with expanding openness [1] - The logistics industry is a crucial part of modern services, impacting various sectors of the real economy, with current logistics costs being significantly higher than the global average, approximately double that of developed countries like the United States [2] Group 2 - Companies such as Tielong Logistics, China Railway Special Cargo, and Huamao Logistics are expected to benefit from the national unified market construction [3] - The growth rate of logistics expenditure in China is projected to align with GDP growth, estimated at around 6.2% from 2020 to 2025, driven by increasing domestic consumption and trade activities [2]
以“立破之道”建设好全国统一大市场
Ren Min Ri Bao· 2025-09-15 22:22
市场是最稀缺的资源,超大规模市场是我国的优势所在。用好市场资源和优势,纵深推进全国统一大市 场建设,是当务之急,更是战略之举。 习近平总书记指出:"建设全国统一大市场,不仅是构建新发展格局、推动高质量发展的需要,而且是 赢得国际竞争主动权的需要""必须把全国统一大市场建设好,增强我们从容应对风险挑战的底气"。 7月30日召开的中共中央政治局会议指出,纵深推进全国统一大市场建设,推动市场竞争秩序持续优 化。 上半年,国内生产总值同比增长5.3%,内需对经济增长贡献率达68.8%。面对严峻复杂的外部环境,中 国大市场彰显出强大韧性。 与此同时,一些行业和企业低价无序竞争、有的地方"政策洼地"比拼、产业盲目跟风等现象依然存在, 成为做强国内大循环的阻碍。 打通堵点、畅通循环,必须用好"立破之道"。 "立"什么、"破"什么,怎么"立"、如何"破"……在认识上和实践中解决好这些问题,才能更好推进全国 统一大市场建设,更好构建新发展格局,把发展的主动权牢牢掌握在自己手里。 (一) 构建全国统一大市场,要立"显规则"、破"潜规则"。 "改革有破有立,得其法则事半功倍"。全国统一大市场建设,坚持以制度建设为主线,破立并举、先 ...