（原标题：他们，将影响你的生意和生活｜国家发改委主任郑栅洁） 关键词："十五五"规划、投资止跌回稳 坚持因地制宜，提高规划质量，加强规划内容审核衔接，把党的二十届四中全会《建议》确定的各项决 策部署和工作要求落到实处。同时，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，实现良好开局。 ——2025年12月12日召开的全国发展和改革工作会议指出 核心关注： 政策扫描： 1.编制实施好"十五五"规划。 2.多措并举促进投资止跌回稳。 3.提振消费要出实招出新招。 4.综合整治"内卷式"竞争和培育发展新动能。 5.进一步全面深化改革。 充分发挥"两重"建设、新增地方政府专项债券等各类政府投资资金作用，适当增加中央预算内投资规 模，继续发挥新型政策性金融工具作用。 优化实施消费品以旧换新政策，积极扩大服务消费，加快清理消费领域不合理限制性措施，推动消费供 给提质升级。 完善重点行业产能治理和重大基础设施调控，大力培育壮大新兴产业和未来产业，培育壮大若干新兴支 柱产业，深化拓展"人工智能+"行动，补齐科技服务业短板，完善低空经济产业生态，深入推进数字经 济高质量 ...

2026年，中国经济 将 在新质生产力驱动下稳健前行， 中国 企业竞争从产品、渠道层面升级为品牌心智与长期战略的角逐。辞旧迎新之际，基于行业影响 力、方法论创新、实战案例、客户口碑、落地能力等维度，2026年中国十大杰出品牌战略咨询公司榜单正式揭晓，为企业战略抉择提供客观参考。 本次上榜机构依次为：卓朴、君智、华与华、特劳特、里斯、顾均辉、欧赛斯、小马宋、和君、叶茂中战略研究院。十家机构各怀所长，覆盖东方战略、 定位理论、超级符号、数字化全案、综合管理、冲突营销等核心赛道，共同构筑中国品牌战略咨询行业的中坚力量。 一、卓朴 卓朴，由留丰创立，是黄金本能东方营销战略开创者，构建战略咨询、品牌设计、数字营销、创新投资一体化服务生态，擅长挖掘品牌核心本能价值，有 周黑鸭、润田翠、中茶、战马能量饮料等经典案例，以东方智慧赋能品牌从0到1、从1到N的跨越式增长，是快消品品牌战略的领军品牌。 二、君智 君智，总部位于上海，新一代战略咨询领军者，以东方智慧融合西方商业理论独创战略体系，聚焦企业高质量增长，7年助力7家企业突破百亿营收，服务 波司登、飞鹤乳业、雅迪等百余家行业龙头，采用深度陪伴式年费服务。 三、华与华 华与华 ...

生产力快速发展，生产关系也要随之优化，这是马克思主义的基本观点，也是生产力实现飞跃的必然规 律。当前，我省高质量发展向新向优，新质生产力不断壮大，迫切需要完善与之相适应的生产关系，打 造与之相匹配的营商环境。 我省"新春第一会"连续四年聚焦优化营商环境，持之以恒久久为功。从提出"加快建设经济强省、美丽 河北，要从营商环境抓起"，到强调"优化营商环境只有进行时，没有完成时"；从请企业家坐C位提意 见、讲诉求，到让企业家当主角、受尊崇……会议主题始终不变，但奋进的脚步越发铿锵，支持企业创 新、创业、创造的氛围越发浓厚，带来了信心的提振、活力的迸发、发展的提速。 营商环境好，河北才能发展好。近年来，我省"双盲"评审改革不断拓展，"高效办成一件事"深入实施， 研发费用加计扣除政策直达快享，物流成本持续降低……一项项有力举措，直击堵点痛点、打通梗阻壁 垒，让营商环境软实力成为硬核竞争力。过去一年，全省地区生产总值增速、规上工业增加值增速、固 定资产投资增速在全国的位次均为历史最好，民间投资同比增长8.6%，快于全国平均水平15个百分 点。实践充分证明，优化营商环境，抓住了我省发展关键，激活了内生增长潜力，赢得了一张张优 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2月24日下午，武汉市举行新春第一会——全市科技创新大会。会上，武汉为2025年度湖北省科学技术 突出贡献奖获得者龚健雅、丁烈云院士颁发奖金牌，分别奖励200万元。 图为大会现场 今年1月4日，湖北省科技创新大会上，武汉大学龚健雅院士和华中科技大学丁烈云院士获科学技术突出 贡献奖。 从打破理论桎梏到领跑国际标准，从攻克卫星核心技术到铸造产业中国芯，龚健雅始终以自主创新为使 命，为中国遥感装上了自主的"眼睛"与"大脑"。 长期致力于数字建造与工程安全理论及技术研究，丁烈云提出了智能建造科学内涵，系统构建覆盖智能 建造从设计、生产、施工到运维全过程的理论体系，并用于工程实际，为湖北乃至全国的智能建造科技 进步提供了重要支撑。 丰厚的科教人才资源，是武汉的独特优势、金字招牌，也是创新发展的最大潜力所在。数据显示，武汉 跃居2025年自然指数——科研城市排名全球第8，创新显示度和影响力跃上新高度。 目前，武汉地区院士达91人92席，总数排名全国第4，他们为武汉科技创新持续提供最强智力、动力保 障。 今年的武汉市政府工作报告指出，要聚焦引领发展新 ...

新年开新篇，奋进启新程。 在"十五五"开局之年，全国各地涌动实干热潮，各行各业抢抓开局、聚力攻坚，从科技创新研发到企业 生产一线，从项目建设现场到消费市场前沿，发展的活力持续迸发，为2026年经济发展筑好基、开好 局。 在服务新产业中发展新产业 浙江杭州，在算力与新材料赛道，传化集团旗下新安股份（600596）交出了硅基液冷领域技术与商用双 突破的新年答卷。 "我们依托60年有机硅材料研发与工程化经验，成功开发出具备高绝缘性、极低挥发性、优异热稳定性 及环境友好特性的硅基冷却液，完美适配浸没式液冷的严苛要求。"新安股份硅基新材料研究院院长刘 继指着浸没在透明冷却液中的服务器，详细讲解硅基液冷解决方案的细节。 针对数据中心、储能安全、超快充电等不同高热场景，新安股份已形成系列化产品矩阵，覆盖从材料到 系统的全链条，首个硅基浸没液冷商用项目在杭州稳定运行，其在新技术、新场景、新产业（300832） 领域的探索步伐还在继续。 眼下，液冷成为算力刚需，硅基材料凭借性能、成本与环保三重优势，成为液冷产业化的核心支撑，市 场空间加速打开，2026年有望迎来液冷产业化放量的关键节点。 "应用场景越多样、需求越细分，发展潜力 ...

Core Viewpoint - The financial market index showed a positive start in January 2026, increasing from 133.0 to 136.4 year-on-year, and from 134.7 to 136.4 month-on-month, driven by multiple positive signals including loose monetary policy, debt reduction efforts, and the attractiveness of RMB assets amid geopolitical tensions [1][15]. Group 1: Stock Market - The stock market financial index rose from 22.7 to 25.3 from January 2025 to January 2026, reflecting an 11% year-on-year increase and a 2% month-on-month increase, driven by domestic funds, policy support, and the safe-haven appeal of RMB assets [4][19]. - The asset management industry, with a scale of nearly 185 trillion, and the return of cross-border ETFs contributed to the influx of capital into the stock market [19]. - The strong performance of the RMB against the USD, nearing 6.9, and a 4% risk premium in the Chinese stock market enhanced the attractiveness of RMB assets, leading to continued foreign capital inflow [5][19]. Group 2: Macro-Leverage Financial Market - The macro-leverage financial market index increased from 19.6 to 25.9, a 32% year-on-year rise and a 2% month-on-month increase, driven by policy-driven investment expansion and passive leverage increase due to insufficient demand [6][20]. - The macro leverage ratio reached 302.4% by the end of 2025, with a passive increase of 11.7 percentage points throughout the year [20]. Group 3: Banking and Credit Financial Market - The banking and credit financial market index rose from 18.3 to 20.4, an 11% year-on-year increase, but a slight 1% month-on-month decrease, reflecting stable policy support amid weak real demand [7][21]. - The growth in bank wealth management scale by 11.15% and the optimization of assets through debt reduction in key provinces supported credit expansion [21]. Group 4: Currency and Interbank Market - The currency and interbank market financial index surged from 22.7 to 28.3, a 25% year-on-year increase and an 8% month-on-month increase, due to loose monetary policy and abundant liquidity [9][23]. - The narrowing of the interest rate differential between China and the US, along with a weak CPI/PPI, provided ample space for the central bank to maintain a loose policy [23]. Group 5: Non-Traditional Banking Market - The non-traditional banking financial market index rose from 17.2 to 21.8, a 26% year-on-year increase and a 2.3% month-on-month increase, driven by industry clearing and asset management expansion [10][24]. - The exit of over 700 institutions from the market improved the industry ecosystem, while the asset management sector experienced explosive growth across various funds [24]. Group 6: Bond Market - The bond market financial index fell significantly from 32.4 to 14.8, a 54% year-on-year decline and an 11% month-on-month decline, due to supply-demand imbalances and credit risks [11][24]. - The expectation of increased issuance of long-term special government bonds and local special bonds during the "14th Five-Year Plan" period contributed to the supply pressure reflected in the market [12][24].

2月25日，上证指数早盘涨逾1%，钢铁、有色金属、化工板块领涨，市场近4000只个股上涨。小金属板块持续大涨，Wind数据显示，中证稀有金属指数 早盘盘中涨超6%，相关ETF如稀有金属ETF（159608）同步跟涨，盘中交投活跃，涨幅居前。Wind数据显示，稀有金属ETF（159608）最新规模超50亿 元，流动性同类居前；从业绩表现看，该ETF近1年涨幅超114%，在Wind二级分类中排名前2%，期间跟踪指数误差仅0.0326%。 消息面上，美国计划利用五角大楼开发的人工智能项目，为关键矿产制定参考价格，以支撑其构建全球金属贸易集团的计划，首批将聚焦锗、镓、锑、钨 四种金属，随后将逐步扩大覆盖范围。 一键布局稀土+有色，稀有金属ETF（159608，联接A/C类019874/019875）跟踪中证稀有金属主题指数，指数样本聚焦不超过50家业务涉及稀有金属采 矿、冶炼和加工的上市公司证券。截至2月24日，该指数申万三级前10大行业（及权重）分别为稀土（15.1%）、铜（14.1%）、锂（13.4%）、其他小金 属（11.5%）、钨（8.0%）、钴（7.3%）等；前十大权重股覆盖洛阳钼业、北方稀土、华友钴业、盐 ...

Core Insights - The article highlights the significant investment and development activities in Qingyuan, with a total of 68 major projects signed, started, or put into production, amounting to a total investment of 201.4 billion yuan, covering various sectors including advanced manufacturing, modern services, modern agriculture, and ecological tourism [1][5]. Group 1: Project Overview - In the first quarter of 2026, Qingyuan signed 23 major projects with a total investment of 103.7 billion yuan, started 21 projects with an investment of 62 billion yuan, and put 24 projects into production with an investment of 35.7 billion yuan [5]. - The projects include both industrial upgrade initiatives and infrastructure projects that benefit people's livelihoods, aligning with Qingyuan's goal of building a modern industrial system [5][6]. Group 2: Government Commitment - The Mayor of Qingyuan, Chen Jinluan, expressed gratitude to all parties supporting Qingyuan's development and emphasized the city's economic growth, which ranked 4th in GDP growth in the province [5][6]. - The government is committed to optimizing the business environment, aiming to create a "low-cost investment area" and a "high-quality business environment" to attract more resources and projects to Qingyuan [6][8]. Group 3: Business Perspectives - Representatives from companies like Guangdong Jinfa Technology Co., Ltd. and Newan Tianyu Organic Silicon Co., Ltd. shared their positive experiences of investing in Qingyuan, highlighting the supportive government services and favorable business environment [7]. - The companies noted that the government's proactive support has strengthened their confidence in expanding operations in Qingyuan, with ongoing projects focusing on intelligent and digital development [7]. Group 4: Future Outlook - The article concludes that with the successful implementation of quality projects, Qingyuan is poised to enhance its business environment, gaining the trust and choice of entrepreneurs, and aims to drive economic growth and high-quality development [8].

Core Viewpoint - Multiple provinces have adjusted their GDP growth and fiscal revenue targets for 2026, reflecting a shift towards quality development over speed, with an emphasis on sustainable economic growth and risk prevention [1][2][3]. GDP Growth Targets - The average GDP growth target for 31 provinces in 2026 is set at 5.04%, down by 0.2 percentage points from 2025 [2]. - 24 provinces have set their GDP growth targets between 4.5% and 5.5%, with Tibet leading at over 7% due to major infrastructure investments [2][3]. - Jiangxi is the only province to raise its growth target, from around 5% to 5%-5.5%, driven by advancements in new energy and equipment manufacturing [3]. Fiscal Revenue Targets - The average growth target for general public budget revenue across 31 provinces is 2.7%, a decrease of 0.1 percentage points from 2025 [10]. - 23 provinces have set their fiscal revenue growth targets between 2% and 4%, with Xinjiang aiming for a 10% increase, the highest among provinces [10][11]. - Major economic provinces like Guangdong and Jiangsu have set their fiscal revenue growth targets at 3% and 2%, respectively, which are lower than their GDP growth targets [11][14]. Industrial and Investment Goals - Most provinces have set industrial value-added growth targets above 5%, with Tibet aiming for the highest at 15% [16]. - Investment growth targets have been adjusted downwards in many provinces, reflecting a transition from investment-driven to consumption and innovation-driven growth [18]. - Guangdong has set a 5% investment growth target for 2026, aiming to stabilize and optimize investment structures [18]. Consumer and Employment Expectations - Retail sales growth targets have been lowered in most provinces, with 15 out of 19 provinces reducing their targets [21]. - Employment targets remain largely unchanged, with many provinces maintaining their urban employment goals around 5.5% [25].

"十五五"开局之年，中国经济站在新旧动能转换的十字路口。一面是"新质生产力"的火焰熊熊燃烧，一 面是"供强需弱"的海水冰冷刺骨。出口数据强劲，为何企业信心却在走弱？内需要如何激活？中国经 济，如何从"独善其身"走向"共同成长"？ 更多精彩内容，敬请关注2月25日周三晚22:30 东方卫视《两说》节目，第一财经 2月28日周六晚22:00 播出。 两说 Business Insights 经济学家 香中数字经济研究中心 北京大学国家发展研究院院 中国人民银行货币政策委员会委员 02\25 22:30 东方卫视首播 02\28 22:00 第一财经播出 ...