5月21日,在浙江嘉兴举办的第十九届工程建设行业信息化发展大会上,建管家携手数字化建工企业研究 院、建筑产业数字化联合研究中心、钉钉联合出品的中国建筑业市场机遇全景洞察报告《十五五规划前 瞻:政策赋能、新兴赛道与区域增长极重构》正式发布。 数据报告发布现场 新变局:地缘冲突影响下的安全战略与规划路径。 十五五时期(2026-2030年),是我国经济迈向高质量发展的蓄势攻坚期,也是我国突破围堵全面提升国际竞 争力的战略转折期。受劳动力供给增长和全球经济增速放缓因素影响,公共债务率持续攀升,我国将成为 全球经济增长的最大贡献者。俄乌冲突、巴以冲突等地缘事件加剧了全球阵营对抗,此外,中美战略竞争 长期化,美国对中国的贸易投资打压不断升级,导致供应链"脱钩断链"风险增加,给中国经济增长带来外部 不确定性。 "十五五时期"地缘冲突下的国家安全规划战略 新布局:经济政策调整与十五五规划展望。 十五五时期,中国经济政策重点聚焦于高质量发展、产业升级、内需扩大、风险防范以及高水平开放等 方面。在宏观政策调控方面,财政政策更加积极有为,货币政策适度宽松;在产业结构与转型升级方面,推 动新型工业化与新质生产力发展,优化基建投资结 ...

会议强调，要深入学习习近平总书记在河南考察时的重要讲话精神，聚力创新引领产业强市，促进 科技创新和产业创新深度融合，把新兴领域党的建设作为加强社会工作的重点，系统推进历史文化遗产 保护传承和活化利用，扎实开展深入贯彻中央八项规定精神学习教育，确保学有质量、查有力度、改有 成效。 会议学习了习近平总书记对"十五五"规划编制工作作出的重要指示精神，强调，要坚持守正创新、 问计于民，科学设定今后五年的目标任务、思路举措和重大项目，合力科学编制出经得起历史和实践检 验的高质量"十五五"规划。 会议学习了习近平总书记对精神文明建设工作作出的重要指示精神，指出，持续固本培元、激发向 善力量，巩固全国文明城市创建成果，统筹推进文明培育、文明实践、文明创建，有力有效推动人民思 想觉悟、道德水准、文明素养不断提升。 会议学习了习近平总书记致复旦大学建校120周年的重要贺信精神、致中国少年先锋队第九次全国 代表大会的重要贺信精神和在第35个全国助残日到来之际作出的重要指示精神，强调，统筹推进教育科 技人才体制机制一体改革，进一步与高校、科研院所在产业协同、科研合作、人才招引等方面加大对接 力度、深化务实合作。坚持党建带团建、队建 ...

Group 1 - The meeting emphasized the importance of high-quality development, focusing on the foundation of the real economy, technological advancements in agriculture, and addressing ecological and cultural issues [1][2] - The meeting highlighted the need for effective social governance, emphasizing the role of party leadership and legal frameworks in addressing community concerns [1] - The meeting discussed the preparation of the "14th Five-Year Plan," stressing the importance of identifying key issues and setting scientific development goals [1] Group 2 - The meeting underscored the significance of spiritual civilization construction, promoting values that unite the community and enhance social civility [2] - The meeting called for a proactive approach to contribute to Jiangsu's development, focusing on employment stability and market confidence [2] - The meeting addressed the need for reducing bureaucratic burdens on grassroots levels, emphasizing a problem-oriented approach [3] Group 3 - The meeting recognized the importance of ecological environment protection, advocating for scientific research and effective mechanisms to address environmental issues [3]

国家能源局在北京组织召开"十五五"能源规划专家座谈会，听取有关专家对"十五五"能源发展的意见建 议。国家能源局党组书记、局长王宏志强调，"十五五"时期是基本实现社会主义现代化承上启下的关键 时期，也是深入实施能源安全新战略、全面推进新型能源体系建设、加快建设能源强国的关键时期，我 国能源发展的确定性和不确定性因素正在发生深刻变化，面临诸多新形势新挑战。 ...

5 月 30 日 上午 ，国家能源局在北京组织召开 "十五五"能源规划专家座谈会 ， 听取有关专家对 "十五五"能源发展的意见建议 。国家能源局党组 书记 、局长 王宏志主持 会议 并与专家进行深入 交流。 王宏志强调， "十五五"时期是基本实现社会主义现代化承上启下的关键时期，也是深入实施能源 安全新战略、全面推进新型能源体系建设、加快建设能源强国的关键时期，我国能源发展的确定性 和不确定性因素正在发生深刻变化，面临诸多新形势新挑战。要持续深化重大问题研究，加强规划 内容多角度论证和多方案比选，提升规划目标任务和政策举措的系统性整体性协同性。要提高规划 编制的科学化规范化水平，采取多种形式广泛征求有关方面意见建议，把地方经验、行业期盼、专 家意见等充分吸收到"十五五"能源发展中，编制一份高质量"十五五"能源发展规划。 座谈会上， 叶奇蓁、江亿、刘吉臻、金之钧、郭剑波、汤广福、姜智敏、王震、郭春丽 等院士专 家先后发言。 大家认为， "十四五"以来，我国能源高质量发展深入推进，新型能源体系建设实现 良好开局。"十五五"时期，要如期实现碳达峰目标，能源发展面临新的阶段性特征和要求。专家们 围绕"十五五"能源规划 ...

编者按： 中国经济前景光明，信心在哪里？底气在哪里？活力在哪里？《解码中国经济 ——12 位经济学家的思享 课》一书由《中国经济周刊》编写，特邀黄奇帆、刘世锦、董煜等 12 位著名经济学家，深入解读中国经 济未来走势。 2025 年是 " 十五五 " 规划编制的谋划之年。书中对今年这个关键节点的重要意义进行了解读。在作者看 来，五年规划和体制改革之间的深度互动，是中国发展奇迹的重要秘诀。以下内容为书籍节选，内容有 删减。 为什么2025年是关键节点 对于中长期发展，2025年是一个关键时间节点。 2025年是"十五五"规划编制年，既要实现"十四五"规划的收官，也要谋划好下一个五年的发展。 文 | 董煜 "十五五"规划 （2026—2030年）是我国迈向2035年基本实现社会主义现代化目标的关键五年规划。 一方面，2024年中国国内生产总值（GDP）站上130万亿元人民币的新台阶，2025年是"十四五"规划收 官之年，同时也是"十五五"规划的谋划之年；另一方面，全球经济格局正在经历深刻变革，数字化浪潮 汹涌澎湃。外部环境变化带来的不利影响加深，新旧动能转换的压力持续，中国经济大船更需顶风破浪 前行。 要为高质量 ...

Group 1: Company Overview - Zhongjin Qixin International Consulting is a licensed unit for foreign-related surveys by the National Bureau of Statistics and an AAA enterprise credit certification agency, focusing on providing industry market share certification, product certification, localization rate reports, and feasibility studies for project planning [2] - The company specializes in certification services for "specialized, refined, distinctive, and innovative" small giant enterprises and single champion market share [2] - Zhongjin Qixin offers authoritative preparation services for feasibility reports and business plans, with 13 years of experience in project preparation, assisting in project establishment, financing, commercial cooperation, and investment decision-making [2] Group 2: Market Analysis - Solid-state batteries utilize solid electrolytes to replace liquid electrolytes and separators, overcoming energy density limits and safety issues, making them a crucial technology for the next generation of lithium batteries [3] - Solid-state batteries have a theoretical energy density limit of over 500 Wh/kg, significantly higher than the 350 Wh/kg limit of traditional lithium-ion batteries [3] - The development of solid-state batteries is supported by advancements in electrode materials, with potential for high nickel multi-element and lithium-rich manganese-based materials [3][4] Group 3: Safety and Performance Advantages - Solid-state batteries exhibit high safety and energy density, with solid electrolytes that can withstand thermal runaway and puncture risks, making them safer than liquid batteries [4][7] - The heat generation of solid-state batteries is only 25-30% of that of traditional lithium batteries, indicating a significant safety advantage [7] - Solid-state batteries can accommodate new electrode materials, such as lithium-rich manganese-based materials, which show excellent cycling stability [6] Group 4: Industry Trends and Projections - The global and Chinese power equipment and new energy industry is expected to grow significantly from 2020 to 2031, with detailed market size and growth rate analyses provided [8][9] - The industry faces various challenges and opportunities, with a focus on technological advancements and regulatory environments influencing market dynamics [8][12] - The "14th Five-Year Plan" is anticipated to identify new growth points for the power equipment and new energy industry, with strategic measures outlined for development [12][13]

中信证券杨帆："十五五"开局政策思路重点聚焦三方面 智通财经5月28日电，中信证券2025年资本市场论坛"砥砺开新局"于5月28日在上海举办。中信证券宏观 与政策首席分析师杨帆于会上指出，不确定性或贯穿2025年经济运行。回顾历史上不确定性陡升时期， 全球经济呈现阶段性收缩与结构性分化并存的特征。但不确定环境也为改革带来契机，应对不确定性， 以底线思维谋篇"十五五"开局。政策思路或重点聚焦在三方面，一是扩内需与促消费，财政扩张或将向 促进消费意愿回升的方向倾斜；二是政策将更加重视价格修复，推动物价温和回升；三是金融"活水"浇 灌培育新质生产力，推动科技创新和产业创新融合发展。展望下半年经济表现，关税扰动仍是影响经济 运行的主线，物价端率先反映下行压力，但对GDP影响可能较为滞后，经济或呈现"生产偏强、投资回 升、消费稳健、出口仍具韧性"的特点。（智通财经记者 赵昕睿） ...

Core Insights - The global chemical industry is facing structural imbalances in basic products, characterized by low-end capacity duplication and insufficient high-end supply [1] - The "14th Five-Year Plan" for the chemical industry will focus on high-quality development, innovation-driven growth, and a modern industrial system that is green, safe, and controllable [2] Group 1: Structural Challenges - The traditional top-down planning model has led to severe homogenization of production capacity across regions, exacerbating supply-demand imbalances [1] - The changing social demand structure necessitates a shift towards "demand-driven supply" to rewrite industrial planning logic [1] Group 2: Strategic Objectives - The "15th Five-Year Plan" will emphasize the "strong country" goal, enhancing new quality productivity, global competitiveness, and security assurance in the chemical industry [2] - The plan will adopt a localized approach to identify suitable product routes and build differentiated advantages through various strategic directions [2][3] Group 3: Structural Adjustments - The plan will continue the high-end structural adjustment approach from the "14th Five-Year Plan," focusing on deep supply-side structural reforms [3] - It will encourage vertical extension of the industrial chain and promote upstream development of specialty raw materials, midstream processing capabilities, and downstream high-value-added products [3] Group 4: Innovation and Technology - The chemical industry must integrate technological and industrial innovation, enhancing the soft environment and strengthening hard technology to elevate industry capabilities [4] - The focus will be on green, safe, and intelligent innovations, transitioning towards low-carbon and intelligent manufacturing [4][5] Group 5: Green Transformation - The industry will pursue a comprehensive green low-carbon transformation, leveraging renewable energy for chemical processes and promoting low-carbon technologies [5] - Emphasis will be placed on safety through advanced technologies and digital solutions to enhance operational safety and efficiency [5] Group 6: Industry Mapping - A detailed industry map will be essential for the "15th Five-Year Plan," providing macro guidance for local industrial planning and showcasing the entire industrial chain [6] - The mapping will include various aspects such as competitive landscape, growth potential, and regional collaboration [6][7]

5月26日，省委常委会召开会议，学习习近平总书记对"十五五"规划编制工作、精神文明建设工作 的重要指示和在河南考察时的重要讲话精神，研究我省贯彻落实举措。省委书记信长星主持会议并讲 话。 会议听取了我省推进产业工人队伍建设改革情况，强调，要紧扣习近平总书记赋予江苏的使命任务 和国家重大战略深化改革，加强产业工人思想政治引领，大力弘扬劳模精神、劳动精神、工匠精神，组 织产业工人踊跃参加面向生产全过程的技术创新，健全产业工人终身职业技能培训制度，畅通产业工人 发展通道，努力建设一支知识型、技能型、创新型的劳动者大军。 会议研究了省委十四届九次全会有关事项，讨论了《江苏省预防化解矛盾纠纷条例（草案修改 稿）》。 会议还研究了其他事项。 会议强调，党的十八大以来，习近平总书记对精神文明建设作出的一系列重要论述和重要指示，是 习近平文化思想的重要组成部分，为做好精神文明建设工作提供了重要遵循。要认真学习领会，持续深 化理论武装，统筹推动文明培育、文明实践、文明创建，推进城乡精神文明建设融合发展，发挥先进典 型示范作用，推动文化繁荣发展，进一步形成向上向善的社会风尚，为推进中国式现代化江苏新实践提 供强大精神力量。 会议 ...