Group 1: Manufacturing Industry Trends - The "14th Five-Year Plan" aimed to maintain a stable proportion of manufacturing, while the "15th Five-Year Plan" shifts to maintaining a "reasonable proportion," indicating a potential decline from the current level, which is double the OECD average[2][10]. - In 2024, China's nominal manufacturing value added is projected to account for 24.9% of GDP, significantly higher than the OECD average of 12.4%[2][10]. - From 2011 to 2020, China's manufacturing value added as a percentage of GDP decreased from 31.6% to 25.7%, but the decline has slowed since 2020 due to real estate cycle adjustments[2][11]. Group 2: Investment and Growth Rates - The annualized growth rate of China's real manufacturing value added (PPP) from 2021 to 2024 is expected to be 4.6%, surpassing the global average of 1.7% during the same period[2][20]. - High-end manufacturing investment is projected to grow at an annualized rate of 12.2% from 2021 to 2024, outpacing the overall manufacturing investment growth rate of 9.5%[3][26]. - Traditional manufacturing sectors are expected to see an investment growth rate increase from 2.9% during the "13th Five-Year Plan" to an average of 8.9% from 2021 to 2024[3][27]. Group 3: Emerging Industries and Future Prospects - The "15th Five-Year Plan" emphasizes breakthroughs in high-tech industries and aims to enhance competitiveness in sectors like AI, hydrogen energy, and quantum information[3][29]. - The production of new energy vehicles is projected to rise from 340,000 units in 2015 to 13.168 million units in 2024, reflecting significant growth in the sector[3][46]. - The brain-computer interface industry is expected to grow from 2.33 billion yuan in 2022 to 3.2 billion yuan in 2024, with an annual growth rate of 17.2%[3][48].

Core Viewpoint - The article outlines the directives from the Central Committee of the Communist Party of China and the State Council regarding the preparations for the 2026 New Year and Spring Festival, emphasizing the importance of ensuring a joyful and safe holiday for the public while addressing various social and economic needs [3]. Group 1: Support for Vulnerable Populations - Local governments are urged to provide timely and sufficient financial aid to those in need, including early disbursement of relief funds where possible [4]. - Special attention is to be given to vulnerable groups such as the elderly, disabled, and children in difficult situations, with initiatives like the "Warm Winter Delivery" campaign [4]. - Measures will be taken to combat wage arrears and support employment for those facing job difficulties [4]. Group 2: Market Supply Stability - Authorities are tasked with ensuring stable production and transportation of essential resources like coal, electricity, oil, and gas to maintain energy supply and price stability [5]. - There will be a focus on monitoring food supply chains to ensure adequate availability and price stability of essential goods [5]. - Efforts will be made to enhance consumer experiences and safety in the food and service sectors, including strict regulation against price gouging [5]. Group 3: Cultural and Spiritual Enrichment - Initiatives such as the "New Year Goes to the Grassroots" campaign will be launched to promote cultural activities and community engagement [6]. - Various cultural events and performances will be organized to celebrate the Spring Festival and enhance community spirit [6]. - Tourism will be promoted with improved offerings and consumer incentives to enrich the holiday experience [6]. Group 4: Safe and Convenient Travel - Enhanced transportation services will be implemented to meet the travel demands during peak holiday periods, including free passage for small vehicles on major holidays [7]. - Emergency plans will be optimized to address potential travel disruptions due to adverse weather or other emergencies [7]. - Safety measures will be reinforced across transportation networks to prevent accidents and ensure passenger safety [7]. Group 5: Safety Production Responsibility - There will be a strict enforcement of safety regulations across various sectors to prevent accidents, particularly in high-risk areas such as construction and tourism [8]. - Regular inspections will be conducted to identify and mitigate fire hazards and other risks in public spaces [8]. - Public awareness campaigns will be launched to educate citizens on safety practices and emergency preparedness [8]. Group 6: Social Stability Maintenance - A proactive approach will be taken to identify and resolve social conflicts and risks at the grassroots level [9]. - Law enforcement will intensify efforts to combat crime and ensure public safety in crowded areas [9]. - Monitoring of public sentiment will be prioritized to manage potential unrest effectively [9]. Group 7: Promoting Good Practices - The article emphasizes the importance of traditional values and frugality, discouraging extravagant practices during the holiday season [10]. - There will be a crackdown on corruption and wasteful spending within government and public sectors [10]. - Efforts will be made to streamline administrative processes to reduce the burden on local authorities [10]. Group 8: Emergency Preparedness - A 24-hour duty system will be established to ensure readiness for emergencies during the holiday period [11]. - Training and drills will be conducted to prepare for various types of emergencies [11]. - Clear reporting protocols will be enforced to ensure timely communication during crises [11].

转自：北京日报客户端 2025年是"十四五"规划收官之年，也是"十五五"规划谋篇布局之年。"十五五"时期健康北京建设规划正 在编制中，为把《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》《中共北京市委关 于制定北京市国民经济和社会发展第十五个五年规划的建议》中明确的卫生健康目标任务落实落细，将 社会各界意见建议充分体现到"十五五"时期健康北京建设规划编制中，北京市卫生健康委员会现开 展"十五五"时期健康北京建设规划公众建言献策活动，征集对建设健康北京的具体举措建议。 真诚邀请 社会各界提供 宝贵意见建议 期待您的积极参与 01 时间 本次活动截止时间为2026年1月10日18点。 02 内容 本次建言的领域包括： 1.关于实施健康优先发展战略的举措； 2.关于健全健康促进政策制度体系的举措； 3.关于创新爱国卫生运动方式方法的举措； 6.关于强化慢性病综合防控的举措； 7.关于加强心理健康和精神卫生服务的举措； 8.关于深化京津冀卫生健康协同发展的举措； 9.关于优化医疗机构功能定位和布局的举措； 10.关于实施医疗卫生强基工程的举措； 11.关于完善分级诊疗体系的举措； 12.关于全方位提升急诊 ...

六、全力维护社会大局稳定。坚持和发展新时代"枫桥经验"，对各类矛盾纠纷和风险隐患开展拉网式排 查，加大领导干部接访下访力度，充分发挥综治中心作用，努力把各种不稳定因素解决在萌芽状态、化 解在基层一线。依法严厉打击"盗抢骗"、"黄赌毒"、"食药环"等违法犯罪。全面排查治安隐患和盲点， 强化繁华商圈、旅游景区、公交地铁、车站机场、学校医院、公园广场等人员密集场所安全防范，强化 新华社北京12月22日电 近日，中共中央办公厅、国务院办公厅印发了《关于做好2026年元旦春节期间 有关工作的通知》。全文如下： 2026年是"十五五"规划开局之年。各地区各部门要以习近平新时代中国特色社会主义思想为指导，全面 贯彻党的二十大和二十届历次全会精神，统筹做好元旦、春节期间各项工作，确保人民群众度过欢乐平 安祥和的节日。经党中央、国务院同意，现将有关事项通知如下。 一、关心困难群众生产生活。各级党委和政府要认真做好救助帮扶、走访慰问，切实为群众办实事解难 事。按规定及时足额发放救助金，有条件的地方可提前发放救助金或增发一次性生活补贴。加大临时救 助力度，对遭遇突发性、紧迫性困难的群众，及时给予基本生活保障，做好受灾人员冬春救助。 ...

Core Viewpoint - The notice issued by the Central Committee of the Communist Party of China and the State Council emphasizes the importance of ensuring a stable and orderly market supply during the 2026 New Year and Spring Festival, focusing on energy security and support for vulnerable populations [1][2]. Group 1: Support for Vulnerable Populations - Local governments are urged to provide timely and sufficient assistance to those in need, including the issuance of relief funds and additional living subsidies where possible [2]. - Special attention will be given to vulnerable groups such as the elderly, disabled, and children in difficult situations, with initiatives like the "Warm Winter Delivery" campaign [2]. - Measures will be taken to address wage arrears and support employment for those facing job difficulties [2]. Group 2: Market Supply Stability - The notice calls for robust production and transportation guarantees for coal, electricity, oil, and gas to ensure stable energy supply and pricing for the public [3]. - There will be a focus on food security, with responsibilities assigned to local governments to monitor and ensure the supply of essential goods like grains, meat, and vegetables [3]. - Regulatory measures will be strengthened to prevent price gouging and fraud in essential goods and services [3]. Group 3: Cultural and Spiritual Enrichment - Activities such as the "New Year Goes to the Grassroots" theme interviews and various cultural performances will be organized to enhance community spirit and cultural engagement [3]. - The promotion of tourism and cultural products will be prioritized to enrich the public's holiday experience [3]. Group 4: Safe and Convenient Travel - Enhanced planning for transportation during peak travel times will be implemented to meet public demand, including the waiver of tolls for small vehicles during holidays [4]. - Safety measures will be reinforced for various travel-related services, ensuring priority for military personnel and other key groups [4]. Group 5: Safety Production Responsibility - There will be a strict enforcement of safety production responsibilities across various sectors, with a focus on preventing major accidents [5]. - Regular inspections will be conducted in high-risk areas such as old buildings, tourist attractions, and public venues to identify and mitigate fire hazards [5]. Group 6: Social Stability Maintenance - A comprehensive approach will be taken to address social conflicts and risks, with increased engagement from leadership to resolve issues at the grassroots level [6]. - Law enforcement will focus on serious crimes and public safety in crowded areas, ensuring a secure environment during the holiday season [6]. Group 7: Promotion of Good Practices - The notice encourages the promotion of traditional values and frugality while combating negative social practices [7]. - There will be a crackdown on violations related to holiday spending and gift-giving, reinforcing the importance of integrity and accountability [7]. Group 8: Emergency Preparedness - A 24-hour emergency response system will be established to ensure readiness for any unexpected events during the holiday period [8]. - Local units are required to maintain service quality while avoiding bureaucratic inefficiencies during the holiday season [8].

三、 丰富群众精神文化生活。开展"新春走基层"主题采访活动，唱响时代强音，激发奋进力量。 办好春节联欢等文艺演出活动，开展"欢欢喜喜过大年"主题活动、"非遗贺新春·寻味中国年"主题推 广。开展"我们的中国梦——文化进万家"、文化科技卫生"三下乡"等活动，面向基层提供优质文化产 品。开展军民共建活动。丰富旅游产品，提升旅游品质和旅游体验，推出系列消费惠民措施。加强跨部 门执法协作，维护文化和旅游市场秩序。 四、 保障群众平安便捷出行。加强客流动态研判，强化重点地区、热点线路、高峰时段运力供 给，统筹做好春运工作，最大限度满足群众出行需要。落实好重大节假日期间免收小型客车通行费政 策，强化道路疏堵保畅，提升充电、加油、用餐、如厕等服务质量。加强务工流、学生流、旅游流等重 点客流出行保障，严格落实军人、服现役和退出现役的残疾军人、消防救援人员、烈士遗属等重点群体 出行依法优先优待政策。优化完善应急预案，有效应对恶劣天气、旅客滞留、险情事故等突发情况。深 入开展高速公路、桥梁隧道等基础设施风险隐患排查，严厉打击酒驾醉驾、"三超一疲劳"、非法营运、 农村"两违"等行为，确保出行安全。 五、 狠抓安全生产责任落实。压紧压 ...

Core Viewpoint - The article discusses the "spring market" phenomenon in the capital market, highlighting its significance as a seasonal trend and a key opportunity for investors to position themselves for the upcoming year, particularly with the expectations for 2026 as the start of the "14th Five-Year Plan" [1] Group 1: Understanding the "Spring Market" - The "spring market" refers to a phase of upward movement in the market from year-end to the first quarter, driven by multiple factors such as policy expectations, liquidity environment, fundamental outlook, and market risk appetite [2] - Over the past seven years (2019-2025), the spring market has shown a high frequency of positive returns, occurring in four out of seven years, with notable variations in strength and structural characteristics [2][3] - The performance of major indices during the spring market varies significantly, with growth stocks generally outperforming, but specific leading sectors changing each year [2][4] Group 2: Drivers of the Spring Market - The spring market is supported by three seasonal positive factors: 1. Policy expectation window, where the December Central Economic Work Conference sets the tone for the following year's economic policies, creating a fertile ground for thematic investments [5] 2. A relatively friendly liquidity environment, as banks increase credit to achieve a "good start" for the year, providing potential incremental funds to the stock market [5] 3. A performance data vacuum in the first quarter, allowing the market to focus on medium to long-term trends without immediate earnings constraints [6] Group 3: Outlook for 2026 - The conditions for the spring market in 2026 appear more mature, with a higher probability of occurrence, and the initiation of the market may occur earlier than usual, potentially starting in late December 2025 [7] - High expectations for policy in 2026, as it marks the beginning of the "14th Five-Year Plan," with anticipated policies focusing on technological innovation and industrial upgrades [7][8] - The consensus on profit recovery is forming, with expectations for industrial enterprises to enter a recovery phase in 2026, particularly in the midstream manufacturing sector [8] Group 4: Key Investment Themes - If the spring market unfolds as expected, it is likely to exhibit more balanced and structured characteristics rather than a simple broad-based rally, with three main investment themes: 1. Technology innovation and self-sufficiency, focusing on AI technology and its applications [9] 2. Recovery of cyclical sectors and improvement in supply-demand dynamics, particularly in mid to downstream manufacturing and traditional cyclical industries [9] 3. Low valuation and stable performance assets, with a focus on defensive and steady income-generating sectors, including brokerage firms [10]

（原标题：资本市场"十五五"改革前瞻：精耕细作提升制度包容性、适应性） 21世纪经济报道记者 杨坪 实习生 唐可欣 深圳报道 随着2025年走向尾声，行业即将迈向"十五五"发展的关键之年。 中国银河证券首席经济学家、研究院院长章俊认为，"十五五"规划建议为资本市场改革提供了明确的方 向性框架，即以提高资源配置效率为核心，以服务新质生产力为主线，以推动资本市场高质量发展为目 标。未来改革将沿着"投资端更长期、融资端更多元、开放更高水平"的路径全面深化。 2025年是"十四五"的收官之年，这一年，资本市场发生了一系列深刻的变化。 投融资端，伴随着一系列改革举措的落地，资本市场支持科技创新、培育增长新动能的功能显著增强， 上市公司质量和市场整体回报水平也都有了明显提升。 "首先，新'国九条'对资本市场的核心运行机制进行了系统化重塑。其次，科创板"1+6"改革进一步提升 了资本市场服务硬科技的精准度。此外，境外发行上市备案流程的简化，使科技企业在更大范围内配置 资源、链接全球资本成为可能。这些改革并非孤立推进，而是在为新质生产力的加速形成铺设金融基础 设施。资本市场在这一过程中不再只是融资平台，而是创新扩散、资源流动 ...

人民财讯12月22日电，中共广州市委关于制定广州市国民经济和社会发展第十五个五年规划的建议发 布。其中提到，深化国资国企改革，做强做优做大国有资本和国有企业，推进国有经济布局优化和结构 调整，健全国有企业推进原始创新制度安排，加快在重点领域形成体系化产业布局，优化国有企业市场 化经营机制，完善分类考核评价体系，打造一批数字化、平台化新型国企，不断增强核心功能、提升核 心竞争力。发展壮大民营经济，推进基础设施竞争性领域和重要应用场景向民营企业公平开放，健全防 范化解拖欠企业账款长效机制，推动大中小企业协同融通发展，高水平建设"中小企业能办大事"创新示 范区、广州民营科技园，打造中小企业创新发展之都。弘扬企业家精神，深入实施"新时代穗商"培养工 程，支持更多优质企业根植广州、辐射全国、走向世界。 ...

根据MIR预测，从2024年到2028年，丝杠市场品牌格局将继续向国产倾斜，内地品牌市占率将提升至近 50%左右。我国电主轴市场正处于迅速发展阶段，根据华经产业研究院的数据，2024年，我国电主轴行 业市场规模达到56.77亿元，同比增长7.4%。 金融街证券表示，数控机床作为高端制造的基础设备，具有高度敏感性，高档数控机床的技术瓶颈已经 成为中国制造提质增效的"卡脖子"问题。近年来中国金属切削机床的产量呈现稳中有升的态势，"十五 五"规划建议提出，采取超常规措施，全链条推动集成电路、工业母机、高端仪器等重点领域关键核心 技术攻关取得决定性突破。 12月22日上午，A股三大指数集体上涨，上证指数盘中上涨0.58%，贵金属、通信设备、电子元器件等 板块涨幅靠前，教育、工程机械跌幅居前。机床板块走强，截至10点38分，机床ETF（159663）上涨 2.41%，其成分股国机精工上涨9.99%，鼎泰高科上涨9.03%，中钨高新上涨6.41%，华工科技上涨 5.31%，浙海德曼上涨4.20%。 （文章来源：每日经济新闻） ...