2月1日，中国人民政治协商会议第十三届广西壮族自治区委员会第四次会议在南宁开幕。黄克 何学俏 摄 2月1日，中国人民政治协商会议第十三届广西壮族自治区委员会第四次会议在南宁开幕。 孙大伟、谭丕创、徐绍川、费志荣、黄俊华、钱学明、王乃学、何辛幸、巫家世、刘咏梅、彭健铭及卢能干等在主席台前排就座。徐绍川主持大会。 自治区党委领导陈刚、韦韬、王维平、房灵敏、陈奕君、蔡允革、王心富、许永锞、卢新宁、周异决、庄革、苗庆旺，自治区人大常委会、政府领导班 子成员，自治区高级法院院长、检察院检察长，驻桂部队主要领导，自治区正省级老同志，其他省级领导等到会祝贺。 大会首先审议通过自治区政协十三届四次会议议程。 孙大伟代表政协第十三届广西壮族自治区委员会常务委员会作工作报告。报告指出，一年来，自治区政协及其常委会坚持以习近平新时代中国特色社会 主义思想为指导，深入学习贯彻习近平总书记关于加强和改进人民政协工作的重要思想，贯彻落实习近平总书记关于广西工作论述的重要要求，坚持以铸牢 中华民族共同体意识为主线，坚持和加强中国共产党对人民政协的全面领导，提高站位把牢正确政治方向；深入学习贯彻中共二十大和二十届历次全会精 神，集智聚力助推 ...

2026 年 02 月 01 日 相关研究 证券分析师 袁豪 A0230520120001 yuanhao@swsresearch.com 唐猛 A0230523080003 tangmeng@swsresearch.com 研究成功费 唐猛 A0230523080003 tangmeng@swsresearch.com 联系人 唐猛 A0230523080003 tanqmeng@swsresearch.com 1 月制造业、建筑业 PMI 双降，天气叠加节日 因素投资景气度有所下降 ──申万宏源建筑周报（20260126-20260130） 本期投资后了 请务必仔细阅读正文之后的各项信息披露与声明 一周板块回顾：板块表现方面，SW 建筑装饰指数-1.44%，沪深 300 指 0 数+0.08%，相对收益为-1.52pct。周涨幅最大的三个子行业分别为国际 工程 (+0.50%)、专业工程 (+0.11%)、钢结构 (-0.69%)，对应行业 内三个公司：中材国际 (+6.04%)、罗曼股份 (+18.60%)、鸿路钢构 (+5.11%); 年涨幅最大的三个子行业分别是专业工程 (+22.53%)、 钢结构 ...

Investment Rating - The report maintains a "Positive" outlook on the construction industry, indicating a favorable investment environment for 2026 as it marks the beginning of the "14th Five-Year Plan" [1]. Core Insights - The manufacturing PMI for January 2026 is reported at 49.3%, a decrease of 0.8 percentage points from the previous month, while the construction PMI stands at 48.8%, down 4.0 percentage points, reflecting a decline in investment sentiment due to weather and holiday factors [3][11]. - The report highlights the government's initiative to foster new growth points in service consumption, encouraging local governments to utilize financial resources and industry funds to enhance infrastructure in tourism and residential areas [11]. - The report identifies key companies with significant profit growth expectations, such as Zhite New Materials, which anticipates a net profit of 160-200 million yuan for 2025, representing a year-on-year increase of 117.11%-171.39% [13][14]. Industry Performance - The SW Construction Decoration Index decreased by 1.44%, underperforming compared to the Shanghai Composite Index, which increased by 0.08% [3][4]. - The best-performing sub-industries for the week included International Engineering (+0.50%) and Professional Engineering (+0.11%), while the Steel Structure sub-industry saw a decline of 0.69% [5][9]. - Year-to-date, the Professional Engineering sub-industry has increased by 22.53%, and the Steel Structure sub-industry by 21.12%, with notable companies like Zhite New Materials showing a staggering increase of 234.08% [5][9]. Key Company Developments - China Aluminum International signed 4,891 contracts in 2025, with a total contract value of 46.836 billion yuan, marking a year-on-year growth of 51.94% [13][16]. - Other companies such as Shanghai Construction and Zhengzhong Design are projected to experience varying profit changes, with Shanghai Construction expecting a significant decline in net profit for 2025 [14][15]. - The report emphasizes the importance of monitoring new contract signings and order volumes for key companies to gauge future performance [19].

2026年，是"十五五"开局之年。开局决定全局，起跑关乎后程。 发展千头万绪，善抓重点方能纲举目张。高质量发展，是新时代的硬道理，必须完整准确全面贯彻 新发展理念。做强工业经济"头号工程"、全方位扩大内需、构建现代化产业体系、强化科技创新引领， 正是把握这一"硬道理"、推动蓝图落地的重要抓手。找准突破口，对准"城墙口"持续冲锋，就能以重点 突破带动全局跃升。 再出发，攻坚克难，方能闯关夺隘。 前进路上无坦途。科技创新与产业创新如何深融？新兴产业与未来产业如何抢占先机？这些都 是"难而正确"的必答题。唯有以改革"排头兵"姿态，刀刃向内、动真碰硬，在深化重点改革、拓展开放 空间、优化营商环境上再加力，才能把"绊脚石"踏成"垫脚石"，为高质量发展筑牢根基。 开局之年，首在起势。 以"十大重点"为作战图，一个堡垒一个堡垒攻克，一件实事一件实事办成，我们必将在2026的新征 程上，积小胜为大胜，为山东"十五五"发展写下更加硬核的开篇。（评论员 赵晓昕） 翻开今年的省政府工作报告，必须重点抓好的十个方面工作，勾勒出一张方向清晰、举措扎实 的"行军图"。从全方位扩大内需到发展新质生产力，从深化改革到乡村振兴，每一项都紧扣山 ...

Group 1 - The core viewpoint of the news is the convening of a democratic consultation meeting by the Shaanxi Provincial Committee of the Communist Party of China to discuss personnel arrangements and gather opinions from various democratic parties, the Federation of Industry and Commerce, and non-party representatives [1][2] Group 2 - The meeting was chaired by Deputy Secretary of the Provincial Party Committee, Xing Shanping, and attended by key officials including the Minister of the United Front Work Department, Li Mingyuan, and the Minister of the Organization Department, Zhang Wei, who provided explanations regarding personnel arrangements [1] - Representatives from various democratic parties and organizations expressed unanimous support for the personnel arrangements and emphasized the importance of collaboration under the leadership of the Shaanxi Provincial Committee to ensure the success of the provincial two sessions [1] - Xing Shanping highlighted the significance of consultative democracy as an important form of whole-process people's democracy and urged all parties to actively contribute ideas and suggestions to support key initiatives such as the "Three-Year" activities and the development of various economic sectors [2]

省政府党组高度重视开好这次民主生活会。会前，省政府党组周密制定工作方案，广泛征求各方面 意见建议，组织开展谈心谈话，党组成员通过集体研讨、个人自学等方式深化理论学习。刘小涛主持起 草省政府党组对照检查材料，党组同志认真检视剖析、撰写个人发言提纲，为开好民主生活会做了充分 准备。 会议通报了省政府党组深入贯彻中央八项规定精神学习教育整改整治情况、2024年度民主生活会整 改落实情况、2025年省政府党组贯彻执行中央八项规定精神情况、2025年省政府党组整治形式主义为基 层减负工作情况和本次民主生活会征求意见情况。刘小涛代表省政府党组作对照检查，带头进行个人对 照检查，其他党组成员逐一进行个人对照检查，严肃认真开展批评和自我批评。自我批评正视问题、剖 析根源，相互批评开诚布公、直奔主题，达到了增进团结、改进作风、促进工作的目的。大家一致表 示，要针对查摆出的问题和不足，认真制定整改方案，明确整改措施、整改责任和整改时限，确保民主 生活会取得实实在在成效。 按照中央部署和省委安排，1月30日，省政府党组召开2025年度民主生活会。会议认真贯彻落实党 的二十届四中全会精神和习近平总书记对江苏工作重要讲话精神，以打攻坚 ...

赵龙强调，要进一步加强学习，坚持不懈用习近平新时代中国特色社会主义思想凝心铸魂，全面深刻准 确领会和把握"十五五"战略部署，坚持干什么学什么、缺什么补什么，向书本学、向实践学、向群众 学、向先进学，不断提高专业素养，增强实干本领。要树立和践行正确政绩观，解决好"政绩为谁而 树、树什么样的政绩、靠什么树政绩"问题，坚持立党为公、执政为民，为人民出政绩、以实干出政 绩，涵养"功成不必在我"的精神境界和"功成必定有我"的使命担当，谋事求实、举措务实、结果真实， 创造经得起实践和历史检验、真正造福人民、得到群众公认的业绩。要提升执行力，扭住建设机制活、 产业优、百姓富、生态美的新福建目标不放松，在战略上保持定力，在战术上精心运筹，因地制宜、实 事求是，主动找船架桥奔目标，一步一个脚印把宏伟蓝图变为美好现实。要敢于斗争、担当作为，发扬 斗争精神，增强斗争本领，以苦练内功来应对外部挑战，与发展中的困难矛盾作斗争，与作风建设中的 不良风气作斗争，在敢斗善斗中打开一片新天地、闯出一条胜利路。要加强党风廉政建设，严格落实中 央八项规定及其实施细则精神和我省实施办法，完善作风建设常态化长效化机制，把权力关进制度笼 子；抓实中央巡 ...

Group 1 - The core task is to study and implement the spirit of the 20th Central Committee's Fourth Plenary Session, which is crucial for the current and future political landscape [1] - The emphasis is on understanding and applying the strategic deployment made for the "14th Five-Year Plan" period, focusing on economic and social development [2] - There is a call for unity in thought and action, aligning with the important speeches of General Secretary Xi Jinping and the decisions of the Party Central Committee [1][2] Group 2 - The need to maintain strategic determination and enhance confidence in the face of complex domestic and international situations is highlighted [2] - The construction of a modern industrial system with unique advantages for Sichuan is identified as a key strategic task during the "14th Five-Year Plan" period [2] - The importance of prioritizing people's well-being and improving livelihoods while expanding development space is emphasized, indicating a dual focus on economic and social development [2]

Core Viewpoint - Zhanjiang's business development has shown resilience and growth, with significant achievements in 2025, setting a strong foundation for the upcoming "15th Five-Year Plan" period [1][3]. Group 1: Consumption Market Performance - In 2025, Zhanjiang's total retail sales of social consumer goods reached 162.06 billion yuan, growing by 2.8%, maintaining its position among the top six in the province for five consecutive years [6]. - The "old-for-new" policy directly boosted sales by approximately 4.67 billion yuan, with retail sales of furniture and home appliances increasing by over 500% and 286% respectively [6]. - Online retail sales grew by 16.4%, ranking fifth in the province, indicating sustained consumer vitality [6]. Group 2: Foreign Trade and Investment - In 2025, the total import and export volume reached 62.86 billion yuan, with an average annual growth of 7.5% during the "14th Five-Year Plan," surpassing the provincial average [8]. - Actual foreign investment during the "14th Five-Year Plan" totaled 15.58 billion yuan, ranking first in the northern and western regions of Guangdong, reflecting a steady improvement in the level of openness [8]. Group 3: Collaborative Development and Trade Facilitation - Zhanjiang Comprehensive Bonded Zone has achieved over 8 billion yuan in cumulative import and export volume since its operation, showcasing effective collaboration and innovation [9]. - The number of open berths at Zhanjiang Port has increased to 58, leading the northern and western regions of Guangdong, with the implementation of a "parallel port" smart logistics model significantly enhancing shipping efficiency [12]. Group 4: County-Level Commercial Upgrades and Cultural Tourism - New counties, including Xiamen and Wuchuan, have been selected for national-level county commercial construction actions, indicating a focus on upgrading local commerce [13]. - The integration of cultural tourism and dining has been exemplified by the selection of Lianjiang's Anpu Food Town as a provincial-level typical case, enhancing local economic vitality [13]. Group 5: Strategic Focus for 2026 - In 2026, Zhanjiang's business system will focus on five key areas to achieve a strong start for the "15th Five-Year Plan," aiming to boost consumption and attract investment [15]. - Initiatives will include promoting local products nationally, enhancing cross-border e-commerce, and expanding international cooperation through participation in key trade fairs [21][23]. - Efforts will be made to ensure a stable supply of essential goods and maintain price stability, contributing to a secure market environment [29].

胡昌升同代表们深入讨论，现场气氛热烈。他说，任振鹤同志所作的政府工作报告，系统总结了"十四五"时期和2025年全省发展来之 不易的成就，确定的发展目标科学合理，作出的工作部署全面系统，诠释了执行者、行动派、实干家的政治品格和责任担当，是一个 顺应发展大势、符合人民意愿、凝聚奋进力量的好报告。省人大常委会工作报告坚持政治引领、彰显法治精神，政治站位高、总结成 绩实、举措谋划准，充分体现了服务中心大局的政治自觉，有力彰显了发展全过程人民民主的价值追求。省法检"两院"工作报告深入 践行习近平法治思想，总结工作数据翔实，分析问题精准到位，部署任务路径清晰，是政治高度、法治力度和民生温度的集中体现。 胡昌升指出，"十四五"以来，定西市认真落实省委、省政府决策部署，顽强拼搏、扬优聚势、克难奋进，经济跑出了加速度，产业培 育了新亮点，基础设施建设实现了大发展，人民群众的获得感幸福感安全感持续增强。他强调，今年是"十五五"开局之年，是我省追 赶进位的关键一年。定西市要坚持以经济建设为中心，围绕实施"五强"行动、推进"三化一融合"、打造"七地一屏一通道"等重点工作， 不断增添措施、抓实载体、加快发展。要在建设现代化产业体系上彰 ...