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多家欧洲金融机构发布报告称中国经济有望保持稳定增长 中方回应
Zhong Guo Xin Wen Wang· 2026-01-07 08:45
毛宁:刚刚过去的2025年,中国经济有效应对各种风险挑战,顶压前行、向新向优发展,科技创新成 果、绿色能源转型领跑全球,综合国力跃上新台阶。中国持续推进高水平对外开放,已成为150多个国 家和地区的主要贸易伙伴,对世界经济增长贡献率保持在30%左右,为全球发展注入动力。 今年是"十五五"开局之年。展望"十五五",中国经济长期向好的支撑条件和基本趋势不会变,优势将更 加彰显。我们将以"创新"和"绿色"作为高质量发展的引擎和底色,以"开放"和"共享"助力全球共同发 展,不断扩大自主开放和制度型开放。我们将继续做好自己的事,续写中国奇迹的新篇章;也将继续以 开放的姿态与各国共享发展繁荣。中国式现代化的新征程,将为中国与世界共创未来增添新动能,提供 新机遇。(完) 中新网北京1月7日电 (记者 曾玥 谢雁冰)中国外交部发言人毛宁7日主持例行记者会。 有记者提问:近日,英国渣打银行、法国兴业银行、荷兰国际集团等多家欧洲金融机构发布研究报告 称,在科技创新和绿色转型支撑下,中国经济有望在2026年保持稳定增长,在全球主要经济体中展现出 较强韧性。发言人对此有何评论? ...
超2700万!A股2025年新开户数创3年新高
Xin Lang Cai Jing· 2026-01-07 08:40
Group 1 - The core viewpoint of the article highlights a significant increase in new A-share accounts in 2025, reaching 27.44 million, a 9.75% year-on-year growth, marking the highest annual figure since 2022 [2][3] - The data indicates a strong correlation between new account openings and market conditions, with a notable increase in new accounts during the second half of the year, particularly in December, which saw a 30.54% year-on-year increase [2][3] - Individual investors remain the primary force in account openings, with 27.33 million new personal accounts, while institutional accounts surged by 35% to 104,500, indicating a structural shift in the market [3][4] Group 2 - The growth in new accounts is attributed to a shift in asset allocation towards equity markets, driven by the adjustment in the real estate market and the performance of sectors like AI and new energy, which resonate with younger investors [3][4] - Policy initiatives aimed at enhancing the capital market environment, including lowering transaction costs and promoting long-term capital inflows, have significantly boosted market attractiveness [4][5] - Analysts express optimism for the A-share market in 2026, anticipating a continued "slow bull" market driven by incremental capital and steady corporate earnings recovery [5][6] Group 3 - The expected drivers for the A-share market in 2026 include a transformation in corporate profit structures, sufficient valuation recovery potential, and increased liquidity from insurance funds and high-net-worth individuals [6][7] - Different institutions predict various investment focuses, including technology innovation, advanced manufacturing, upstream cycles, and domestic consumption, reflecting a consensus on the market's potential [7][8] - Goldman Sachs forecasts a transition from a "hope" phase to a "growth" phase in the Chinese stock market, with a projected 14% profit growth in 2026 and a potential 38% increase by the end of 2027 [8]
平安基金权益投资总监神爱前:慢牛行情有望在2026年得到延续 重点把握科技创新与周期品的结构性机会
Quan Jing Wang· 2026-01-07 08:31
Core Insights - The market is expected to continue its slow bull trend initiated in 2025, driven by supportive policies, moderate economic recovery, and ample liquidity, with a focus on structural opportunities in technology innovation and cyclical sectors [1] - Investor confidence is steadily improving, with external conditions also showing signs of improvement, including the onset of a Federal Reserve rate cut cycle and a more expansionary fiscal policy among major economies [1] - The supply-side adjustments in cyclical sectors are leading to a healthier supply structure, with some industries experiencing a rebound in gross margins, supported by macro policies driving moderate demand recovery [2] Investment Strategy - The investment strategy emphasizes a systematic research platform with a core philosophy of "doing the right thing for the long term," supported by a dual drive of talent and platform [3] - The company has established eight professional research teams covering various investment styles, with a focus on deep industry research across nine major tracks and over 30 sub-strategies [3] - The "Four True Mechanisms" (true mechanisms, true teams, true talents, and true communication) are in place to ensure organizational vitality and achieve integrated investment research [3] Sector Analysis - In the cyclical sector, the reduction in capital expenditure by listed companies is improving the supply landscape, with a gradual recovery in PPI expected in 2026, leading to greater elasticity in profit recovery [2] - The technology sector is witnessing sustained high growth in capital expenditure from global AI giants, with ongoing advancements in models and commercial metrics, indicating a positive industry trend [2] - Domestic AI investment is anticipated to accelerate in 2026, with major internet companies increasing capital expenditure and innovations in mid-to-low-end applications driving upstream demand for computing power [2]
多地新年第一会 绘就“十五五”开局新图景
Zhong Guo Xin Wen Wang· 2026-01-07 08:10
Group 1 - The core focus of the New Year meetings across various regions is the optimization of the business environment, which is seen as a crucial strategic task for economic development [1][2][3] - Local governments are emphasizing direct communication with entrepreneurs, as demonstrated by Liaoning's initiative where provincial leaders have added over 600 entrepreneurs on WeChat to facilitate problem-solving [1][2] - The meetings highlight the importance of private enterprises, with representatives being given prominent positions, indicating a clear commitment to prioritizing service to businesses [2][3] Group 2 - Many regions are also focusing on technological innovation, with Hubei aiming to become a hub for original innovation and talent attraction, showcasing this commitment through honoring scientists [4] - The meetings reflect a consensus on key development themes while also showcasing regional characteristics, such as Chongqing's focus on enhancing the Chengdu-Chongqing economic circle [5] - The New Year meetings signal the start of the "14th Five-Year Plan" period, with a collective push towards high-quality economic development [6][7]
外交部:中国经济长期向好的基本趋势不会变
Yang Shi Xin Wen· 2026-01-07 07:43
今年是"十五五"开局之年,展望"十五五",中国经济长期向好的支撑条件和基本趋势不会变,优势将更 加彰显。我们将以"创新"和"绿色"作为高质量发展的引擎和底色,以"开放"和"共享"助力全球共同发 展,不断扩大自主开放和制度型开放。我们将继续做好自己的事,续写中国奇迹的新篇章;也将继续以 开放的姿态同各国共享发展繁荣。中国式现代化的新征程,将为中国与世界共创未来增添新动能,提供 新机遇。 (文章来源:央视新闻) 1月7日,外交部发言人毛宁主持例行记者会。有记者问,近日,英国渣打银行、法国兴业银行、荷兰国 际集团等多家欧洲金融机构发布研究报告称,在科技创新和绿色转型支撑下,中国经济有望在2026年保 持稳定增长,在全球主要经济体中展现出较强韧性。发言人对此有何评论? 毛宁表示,刚刚过去的2025年,中国经济有效应对各种风险挑战,顶压前行、向新向优发展,科技创新 成果、绿色能源转型领跑全球,综合国力跃上新台阶。中国持续推进高水平对外开放,已成为150多个 国家和地区的主要贸易伙伴,对世界经济增长贡献率保持在30%左右,为全球发展注入动力。 ...
海南热带果蔬科创基地项目主体结构全面封顶
Zhong Guo Jin Rong Xin Xi Wang· 2026-01-07 07:26
该项目位于海南省保亭黎族苗族自治县保城镇,总建筑面积46112.94平方米,主要建设内容包括4栋实验楼、1栋学术楼、2栋宿舍楼及配套设施。项目通过 深化"教—产—企"融合模式,创新采用"垦地联合、校地联合"机制,致力于打造集科研技术创新、成果转化和人才培养于一体的国际化热带果蔬科教基地。 编辑:穆皓 海南热带果蔬科创基地项目主体结构全面封顶。 由中国能建葛洲坝一公司承建的海南热带果蔬科创基地项目主体结构近日全面封顶,标志着项目建设取得阶段性成果。 转自:新华财经 面对作业面有限、工期紧张及极端天气等挑战,项目团队科学统筹施工组织,通过优化工序、强化协调,确保各环节有序衔接。在安全、质量及环保管理方 面,常态化开展安全咨询日、消防应急演练等活动,严格落实质量安全管控措施,为工程顺利推进提供坚实保障。 项目团队积极践行科技创新理念,自主研发的《一种弧形屋面清水混凝土施工装置》获发明专利授权。在BIM技术应用方面,项目先后荣获"优路杯"优秀 奖、海南省BIM技术应用大赛一等奖等多项荣誉。通过BIM技术进行施工方案模拟和三维可视化交底,有效提升了施工效率和质量控制水平。 中国能建葛洲坝一公司海南热带果蔬科创基地项目执 ...
20cm速递|科创创业ETF(588360)飘红,政策支持或加速板块流动性改善
Mei Ri Jing Ji Xin Wen· 2026-01-07 07:11
Core Viewpoint - The establishment of the Sci-Tech Innovation Growth Layer and the implementation of the fifth set of rules for the Sci-Tech Innovation Board are expected to accelerate the listing and financing process for high-quality, unprofitable sci-tech enterprises, improving liquidity through increased foreign participation and innovative product launches [1] Group 1 - The continuous entry of long-term value investment funds, such as social security and insurance funds, is anticipated to further optimize the market ecology of the Sci-Tech Innovation Board, establishing a positive development trend for the sector [1] - The Sci-Tech Innovation and Entrepreneurship ETF (588360) tracks the Sci-Tech Innovation and Entrepreneurship 50 Index (931643), which has a daily price fluctuation limit of 20% [1] - The index selects 50 securities with larger market capitalization and better liquidity from the Sci-Tech Innovation Board and the Growth Enterprise Market to reflect the overall performance of technology innovation enterprises [1] Group 2 - The index covers multiple high-tech industry sectors, including new generation information technology, biomedicine, and new materials, showcasing significant growth and innovation characteristics [1]
第1,第1,第1……武汉厉害了
Chang Jiang Ri Bao· 2026-01-07 06:53
Group 1 - Wuhan ranks first in the number of enterprises selected for the national first batch of leading intelligent factories, with two companies on the list [4] - The total number of A-level and above logistics enterprises in Wuhan increased by 21, maintaining the top position in the country [6] - Wuhan Port's container throughput reached 195 million TEUs, ranking first in the Yangtze River middle and upper reaches [9] Group 2 - Tianhe Airport's passenger throughput exceeded 30 million, ranking first in Central China [11] - Wuhan added 11 academicians, ranking second in the country [16] - The number of newly registered business entities surpassed 600,000, ranking second among sub-provincial cities [16] Group 3 - The number of private enterprises in Wuhan exceeded 1.2 million, ranking fourth among sub-provincial cities [21] - Wuhan achieved a breakthrough in national laboratories during the "14th Five-Year Plan" period, leading the construction of national key laboratories, ranking third in quantity [19] - Wuhan's natural index for scientific research cities ranks eighth globally and fifth nationally, with the balance of loans for technology-based enterprises exceeding 420 billion yuan [22]
锚定战略重点 深化改革攻坚
Xin Lang Cai Jing· 2026-01-07 06:53
会议指出,要进一步厚植创新生态。张江科学城要聚焦建设国际一流科学城目标任务,加快优化完善管 理体制机制,全力营造良好创新生态、产业生态,加大政策、空间、要素等支持力度,全力支持高增长 企业特别是瞪羚企业、独角兽企业茁壮成长,全力引育世界一流企业。要推动科创园区规模化集约化发 展,在加强高质量孵化器建设上持续用力。要高质量服务科技企业走出去,深化国际科技开放合作。 会议强调,要强化上下统筹、市区协同,加强跨部门、跨领域、跨层级贯通协作,推动科技任务实施、 成果应用推广与行业规划、产业政策对接衔接,齐心协力开创上海科技创新工作新局面。 会议听取上海国际科技创新中心建设2025年工作进展及2026年工作打算、我市财政科技支出、张江科学 城建设、国家战略科技力量和新型研发机构建设等情况汇报。 市领导吴伟、张为、李政、华源、陈杰出席会议。 本报讯 市委科技委员会昨天上午举行会议。市委书记、市委科技委员会主任陈吉宁主持会议并强调, 要深入学习贯彻党的二十届四中全会精神和习近平总书记关于科技创新的重要论述,按照十二届市委八 次全会部署,牢记"四个放在",坚持"四个面向",为国担当、勇为尖兵,持续强化科技创新策源功能和 高端 ...
国务院国资委主任张玉卓:中央企业要大力发展战略性新兴产业与未来产业,开辟增长的“第二曲线”
Zheng Quan Shi Bao Wang· 2026-01-07 06:29
人民财讯1月7日电,1月5日至6日,国务院国资委党委书记、主任张玉卓赴四川深入有关中央企业科 研、生产一线调研,张玉卓强调,今年是"十五五"开局之年,中央企业要抢抓机遇、锐意创新,积极为 经济稳中向好注入强劲动能。要切实狠抓提质增效,深化精益管理,以有效投资积蓄发展潜力,靠前谋 划实施一批重大项目和标志性工程,持续增强价值创造能力;加快推动产业升级,统筹推进传统产业巩 固提升和新兴动能培育壮大,推动传统产业智能化绿色化融合化转型,大力发展战略性新兴产业与未来 产业,开辟增长的"第二曲线";持续加强科技创新,瞄准重点领域关键环节,加大研发投入,优化创新 生态,培育拓展应用场景;着力深化改革攻坚,进一步完善公司治理结构,探索更加符合行业和企业特 点的管理运营体系,更好激发各级企业各类人才的积极性主动性创造性。 ...