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新旧动能转换攻坚,经济第一大省广东展望新五年
Di Yi Cai Jing· 2026-01-26 12:25
在地区生产总值从11.37万亿元提高到14.58万亿元之后,广东提出用13年(2022年到2035年)实现经济 总量倍增的愿景。 1月26日,广东省十四届人大五次会议开幕,省长孟凡利在开幕会上作政府工作报告。 2026年及"十五五"主要目标 2026年广东的主要预期目标是地区生产总值增长4.5%~5%,在实际工作中全力争取更好结果,地方一 般公共预算收入增长3%左右,居民收入增长与经济增长同步。 根据广东省政府工作报告,广东"十五五"时期经济社会发展的主要目标有,地区生产总值年均增长5% 左右,高质量发展取得显著成效,科技自立自强水平大幅提高、城乡区域发展更加协调、进一步全面深 化改革取得新突破等。展望未来,从党的二十大到二〇三五年,用13年时间基本实现社会主义现代化, 经济总量实现倍增,人均地区生产总值达到中等发达国家水平。 中山大学岭南学院经济学系教授、港澳珠江三角洲研究中心副主任林江在接受第一财经记者采访时表 示,可以用务实、转型、稳预期来评价该目标。"广东经济体量大、基数高,4.5%~5%的年度增速 和'十五五'时期年均5%左右,对应的增量依然可观,体现了经济大省在复杂环境下稳中求进、挑大梁的 责任担 ...
“十五五”开局,北京重点着墨教育科技人才一体发展
Group 1 - The core viewpoint of the news is the integration of education, technology, and talent development as a key focus in Beijing's "14th Five-Year Plan" [1][2] - The plan emphasizes five continuous themes, including the implementation of central government decisions, achieving socialist modernization, a people-centered development approach, deepening reforms, and aligning strategic goals with practical implementation [1] - Beijing aims to leverage its strategic functions as the national political, cultural, international communication, and technology innovation center to enhance its modernization efforts [1] Group 2 - By 2025, Beijing will establish a leading group for education, technology, and talent work, marking an innovative step in promoting integrated development [2] - The city plans to strengthen collaboration between central and local governments and enhance regional cooperation to become a global hub for scientific innovation and high-level talent [2] - Key initiatives include attracting strategic scientists and leading technology talents, promoting interdisciplinary studies, and expanding enrollment in top-tier universities [2][3] Group 3 - Beijing will implement key talent plans and projects, establishing a support mechanism for top talents, young talents, and reserve forces [3] - A special allocation mechanism for critical technology talent will be created to facilitate cross-departmental and cross-regional collaboration [3] - The city aims to enhance talent exchange among universities, research institutions, hospitals, and enterprises to optimize talent utilization [3]
开年即冲刺!珠海高新45个项目集中签约,总投资超100亿
Nan Fang Du Shi Bao· 2026-01-26 12:03
Group 1 - The signing of 45 key projects in Zhuhai High-tech Zone represents a strong commitment to attracting investment and aims to achieve a robust economic start in the first quarter of 2026, with a total investment exceeding 10 billion yuan and expected output value nearing 13 billion yuan [1][4] - The projects exhibit three distinct characteristics: high quality, optimal structure, and strong focus, aligning with the main industry directions of the high-tech zone, including compound semiconductors, new generation information technology, high-end equipment manufacturing, and new energy [2][4] - The signing event is seen as a recognition of the favorable development environment in the high-tech zone and marks a new starting point for promoting high-quality development [2][3] Group 2 - The high-tech zone is committed to providing comprehensive services to create an optimal business environment, with positive feedback from companies regarding the efficiency of the investment service team and the smooth transition from project initiation to implementation [3] - Companies like Jingtai Optics and Sanshi Garden Technology have expressed confidence in expanding their operations in the high-tech zone, citing strong support in areas such as site assurance and financial connections [3] - The event included promotional activities to introduce housing policies and services aimed at helping enterprises efficiently connect with resources and policies [3]
中芬企业在京签署多项商业协议
Xin Hua Wang· 2026-01-26 12:03
芬兰总理奥尔波表示,中国是芬兰重要的贸易伙伴和出口市场,芬兰企业十分看重中国市场的巨大 潜力。芬中创新企业合作委员会自2017年成立以来,已成为促进企业交流和经贸往来的重要平台。两国 在绿色低碳、循环经济、工业数字化等领域合作意愿强烈,希望双方企业将交流成果转化为具体合作项 目。芬方支持自由贸易和公平竞争,期待欧中增进互信、减少贸易壁垒。芬方欢迎中国企业赴芬兰投 资,将为中国企业打造良好的营商环境。 商务部部长王文涛表示,在两国领导人战略引领下,中芬经贸合作成果丰硕,"含新量""含绿量"不 断提升,树立了开放合作、互利共赢的典范。今年是中国"十五五"开局之年,中国将继续推进高质量发 展,坚定不移扩大高水平对外开放,欢迎中芬企业坚定信心、把握机遇,进一步拓展贸易、投资、创新 等领域合作。希望芬政府发挥积极作用,推动欧盟审慎使用经贸限制工具,同中方相向而行,共同反对 保护主义,为中芬、中欧企业合作营造公平、开放、非歧视、可预期的政策环境。 中芬两国工商界代表120余人参会。商务部新闻发言人此前表示,奥尔波此次率20余家企业高管随 访,涵盖机械、森工、创新、清洁能源、食品等芬优势领域,充分体现了芬方对深化双边经贸关 ...
稳妥确立务实目标,全力争取更好结果
Nan Fang Du Shi Bao· 2026-01-26 11:51
1月26日上午,广东省十四届人大五次会议在广州开幕,省长孟凡利代表省人民政府作政府工作报告。 报告提到,2026年广东的主要预期目标是:地区生产总值增长4.5%—5%,在实际工作中全力争取更好 结果,地方一般公共预算收入增长3%左右,居民收入增长与经济增长同步。 可以预见,围绕扩大内需、科技创新、产业升级、区域协调、优化营商环境等关键领域,一系列更具针 对性、突破性的政策措施将加快落地,驱动经济航船在守住基本盘的同时,不断向着更高水平乘风破 浪。这份"全力争取"的斗志,源于广东雄厚的产业根基和澎湃的创新活力,也必将转化为推动经济持续 回升向好的强大动能。 (文章来源:南方都市报) 从经济环境角度看,2025年广东人均GDP约为11.48万元。这样的数据直观反映了人民的生活水平,同 时也意味着过去那种凭土地、靠低人力成本优势的经济发展模式难以为继。而在国际层面,近年来,全 球地缘冲突不绝,关税战此起彼伏,扰动不止,不确定性增加,外部压力持续加大。过去很长一段时 间,广东经济一路领跑,现在到了经济发展的十字路口,必须直面房地产调整、动能转换、模式更迭等 现实,抓住新的技术革命大风口,戮力推动经济转型。 沿着高质量 ...
2026年总量与政策年度展望:风至势起,进而有为
Guoyuan Securities· 2026-01-26 11:11
Group 1 - The core viewpoint of the report emphasizes the need for a systematic reshaping of macro governance paradigms through "three rebalances," aiming to establish a new starting point for high-quality development in 2026, which is the first year of the 14th Five-Year Plan [1] - The report identifies the main contradiction in the economy as "strong supply and weak demand," highlighting the necessity for policies to focus on expanding domestic demand while addressing structural issues [2][3] - The macroeconomic policy framework for 2026 is expected to prioritize internal demand, reform, and innovation, aiming for high-quality development while balancing external and internal factors [3] Group 2 - In 2025, the economic operation showed a steady improvement supported by proactive macro policies, with industrial production demonstrating resilience and a shift towards high-tech industries [2][12] - The report notes that the external demand has been stronger than internal demand, with exports playing a significant role in supporting economic stability [3][33] - The investment landscape remains challenging, particularly in real estate, while manufacturing investment is buoyed by equipment renewal policies [2][3] Group 3 - The economic outlook for 2026 suggests a moderate GDP growth target of around 5%, with growth driven by improvements in domestic demand and supply efficiency [4] - Price indicators are expected to show a mild upward trend, with PPI likely to recover due to improved supply-demand dynamics and global manufacturing inventory cycles [4][33] - The market dynamics are shifting from liquidity-driven growth to profit-driven growth, particularly in the midstream manufacturing sector, which is expected to see significant profit recovery [4][33]
2026年扬州市级重大项目清单出炉:以实干绘就“十五五”高质量发展新图景
Yang Zi Wan Bao Wang· 2026-01-26 09:45
Group 1 - The core focus of the news is the discussion around the "2025 Major Project List" in Yangzhou, which includes 610 projects with a total planned investment of 150.6 billion yuan, aimed at achieving high-quality economic growth and the goal of becoming a "trillion-yuan city" [2] - The project list emphasizes a "stable quantity and high quality" approach, with 98.5% of the projects belonging to the "613" industrial system, focusing on breakthroughs in high-end equipment, new materials, and new-generation information technology [2] - A total of 391 advanced manufacturing projects are included, accounting for 64% of the list, while 117 modern service projects aim to enhance the service industry, promoting a "9+6" service development system [2] Group 2 - The news highlights the simultaneous acceleration of public welfare and urban construction, with ongoing expansions in educational and medical resources, including new school and hospital projects expected to be completed by 2026 [3] - Infrastructure projects are also advancing, with significant investments in transportation networks, including the expansion of highways and airports, expected to enhance connectivity by 2027 [3] - The local government emphasizes the importance of these major projects as both a "ballast" for the 14th Five-Year Plan and a "driving force" for achieving the trillion-yuan city goal, with plans for close monitoring and support for project implementation [3]
天津“十四五”约束性指标全部完成
Xin Lang Cai Jing· 2026-01-26 09:43
Core Insights - The Tianjin government has reported solid progress in high-quality development since the start of the 14th Five-Year Plan, achieving all key targets set in the planning outline [1][2]. Economic Performance - Tianjin's GDP has averaged a growth rate of 4.4% over the past five years, with public budget revenue steadily increasing [2]. - The proportion of strategic emerging industries in the city's industrial sector has exceeded 30%, and the added value of the service industry has surpassed 1 trillion yuan [2]. - Per capita disposable income for residents has grown by an average of 5% annually, while energy consumption per unit of GDP has decreased, meeting all binding targets [2]. Collaborative Development - The collaborative development among Beijing, Tianjin, and Hebei has shown significant momentum, with improved mechanisms for cooperation and more efficient allocation of resources [2]. - Over 80 central enterprises have expanded their operations in Tianjin, and more than 1,000 quality enterprises have integrated into key industrial chains [2]. - The capacity of the Beijing-Tianjin intercity railway has increased by over 50% in the past five years [2]. Innovation and Industry - The integration of technological and industrial innovation has accelerated, with the Tianjin High Education Science and Technology Innovation Park emerging as a new hub for innovation [2]. - There are over 12,500 national technology-based small and medium-sized enterprises in Tianjin, with eight industries surpassing 100 billion yuan in scale [2]. - The service sector has contributed over 70% to economic growth [2]. Reform and Governance - Comprehensive reforms and opening-up initiatives have progressed significantly, with over 100 national-level pilot reform projects being implemented [3]. - The Tianjin Free Trade Zone has ranked among the top three in the country for institutional innovation for five consecutive years [3]. - The number of state-owned enterprises has seen an average profit growth of 11.1% annually, and there are now 88 listed companies in the city [3]. Urban Development and Social Welfare - Urban governance and public welfare have improved, with over 400 kilometers of new rail transit lines and 32 urban renewal projects completed [3]. - The average annual concentration of PM2.5 has decreased by 25% compared to 2020, and the number of good air quality days has increased to 281 [3]. - A total of 228,700 new primary and secondary school places have been created, and 95,600 units of affordable rental housing are under construction [3].
2025年湖南GDP突破5.5万亿元 同比增长4.8%
Xin Lang Cai Jing· 2026-01-26 09:43
Economic Performance - In 2025, Hunan's GDP reached 55,308.65 billion yuan, with a year-on-year growth of 4.8% at constant prices [1] - The primary industry added value was 4,951.76 billion yuan, growing by 4.2%; the secondary industry added value was 19,915.46 billion yuan, growing by 4.1%; and the tertiary industry added value was 30,441.43 billion yuan, growing by 5.3% [2] Consumption and Investment - The total retail sales of consumer goods in Hunan reached 21,204.59 billion yuan, with a year-on-year increase of 3.6% [2] - Driven by the "old-for-new" policy, related retail sales grew by 26.4% [2] - Private investment accounted for 65.2% of total investment, while high-tech industry investment made up 16.7% of total investment [2] - Investment in equipment and tools increased by 19.3% [2] Export Growth - Exports of new products such as electric vehicles, lithium batteries, and solar cells saw an increase of 88% [2] High-tech Manufacturing - The added value of high-tech manufacturing above designated size grew by 11.2% year-on-year [3] - Production of new energy vehicles exceeded 1 million units, marking a significant increase of 34.9% [3] - Production of industrial control computers and systems grew by 42.7%, while optoelectronic devices and industrial robots saw increases of 39.2% and 37.3%, respectively [3] Social Welfare and Employment - In 2025, Hunan's fiscal expenditure focused on social welfare, with related spending accounting for over 72% of general public budget expenditures [3] - The province created 826,800 new urban jobs, achieving 118.1% of the annual target [3] - Infrastructure improvements included the establishment of 100 county-level high schools and 20 county medical centers, along with the installation of 8,893 electric vehicle charging stations [3]
稳健医疗:公司始终坚持医疗业务和消费品业务同步发展
Zheng Quan Ri Bao· 2026-01-26 09:40
(文章来源:证券日报) 证券日报网1月26日讯 ,稳健医疗在接受调研者提问时表示,2026年开年,公司召开了面向全集团的战 略宣贯大会,大会以"产品领先,卓越运营,品牌向上,数智赋能"为主题,向全体员工明确未来三年战 略方向与2026年经营计划。公司始终坚持医疗业务和消费品业务同步发展,未来将保持战略定力,持续 深耕主业,走高质量发展之路。在业绩目标方面,收入端将朝着股权激励设定的目标持续努力。盈利能 力方面,两大主业持续通过产品创新迭代、优化产品结构、提升渠道管理质量、降本增效、提升投放效 率、加强品牌建设等措施,稳步提升盈利水平。面向2026年,公司上下众志成城,信心满满,将努力沿 着既定战略目标持续努力。中长期来看,公司坚持长期主义发展理念,公司一直重视保障股东投资利 益,希望通过良好的经营成绩及稳定的分红政策回报股东的长期支持。 ...