十五五规划
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新华社评论员:确保“十五五”开好局起好步
Xin Hua She· 2025-12-12 16:33
新华社北京12月12日电 题:确保"十五五"开好局起好步——一论学习贯彻中央经济工作会议精神 新华社评论员 接续奋斗,再启新程。在"十四五"圆满收官在即、"十五五"即将开启的重要历史节点,中央经济 工作会议在京举行。习近平总书记出席会议并发表重要讲话,总结2025年经济工作,分析当前经 济形势,部署2026年经济工作,为我们扎实做好明年经济工作,确保"十五五"开好局、起好步指 明了努力方向、提供了根本遵循。 开局关乎全局,起步决定后程。2026年是"十五五"开局之年,做好经济工作意义重大。做好明年 经济工作,要全面贯彻总体要求和政策取向,要坚持稳中求进、提质增效,发挥存量政策和增量 政策集成效应,加大逆周期和跨周期调节力度,提升宏观经济治理效能。"壹引其纲,万目皆 张。"做好明年经济工作,要抓住重点、奋发有为。会议确定了明年经济工作要抓好的八个方面重 点任务:坚持内需主导,建设强大国内市场;坚持创新驱动,加紧培育壮大新动能;坚持改革攻 坚,增强高质量发展动力活力;坚持对外开放,推动多领域合作共赢;坚持协调发展,促进城乡 融合和区域联动;坚持"双碳"引领,推动全面绿色转型;坚持民生为大,努力为人民群众多办实 事 ...
新华社评论员:确保“十五五”开好局起好步——一论学习贯彻中央经济工作会议精神
Xin Hua Wang· 2025-12-12 16:22
新华社北京12月12日电 题:确保"十五五"开好局起好步——一论学习贯彻中央经济工作会议精神 【纠错】 【责任编辑:张欣然】 发展之路永无止境,奋斗步伐永不停歇。我国经济发展中老问题、新挑战仍然不少,外部环境变化影响 加深,国内供强需弱矛盾突出,重点领域风险隐患较多。这些大多是发展中、转型中的问题,是前进中 的烦恼,经过努力是可以解决的,我国经济长期向好的支撑条件和基本趋势没有改变。我们要自觉把思 想和行动统一到党中央对形势的科学判断上来,把握我国发展大势,坚定信心、用好优势、应对挑战, 坚定不移办好自己的事,不断巩固拓展经济稳中向好势头,牢牢把握发展主动权。 开局关乎全局,起步决定后程。2026年是"十五五"开局之年,做好经济工作意义重大。做好明年经济工 作,要全面贯彻总体要求和政策取向,要坚持稳中求进、提质增效,发挥存量政策和增量政策集成效 应,加大逆周期和跨周期调节力度,提升宏观经济治理效能。"壹引其纲,万目皆张。"做好明年经济工 作,要抓住重点、奋发有为。会议确定了明年经济工作要抓好的八个方面重点任务:坚持内需主导,建 设强大国内市场;坚持创新驱动,加紧培育壮大新动能;坚持改革攻坚,增强高质量发展动力 ...
山东省委常委会召开扩大会议,传达学习中央经济工作会议精神
Xin Lang Cai Jing· 2025-12-12 14:19
省委常委会扩大会议传达学习中央经济工作会议精神 坚定扛牢经济大省挑大梁责任担当 努力为全国大局多作贡献 (来源:山东工商联) (来源:山东工商联) 省委常委会扩大会议传达学习中央经济工作会议精神 坚定扛牢经济大省挑大梁责任担当 努力为全国大局多作贡献 12月12日,省委常委会召开扩大会议,传达学习习近平总书记在中央经济工作会议上的重要讲话和李强总理总结讲话,研究我省贯彻落实意见。 12月12日,省委常委会召开扩大会议,传达学习习近平总书记在中央经济工作会议上的重要讲话和李强总理总结讲话,研究我省贯彻落实意见。 省委书记林武主持会议并讲话。 会议指出,这次中央经济工作会议,是在"十四五"即将圆满收官、"十五五"即将开启的重要历史节点上,召开的一次十分重要的会议,对于我们坚定信 心、奋发有为,实现"十五五"良好开局具有重大而深远的意义。习近平总书记的重要讲话,全面总结成绩,深入分析形势,科学谋划目标,系统部署任 务,深刻阐述了一系列事关经济社会发展的重大理论和实践问题,丰富和发展了习近平经济思想,为我们做好工作提供了根本遵循。李强总理就贯彻落实 习近平总书记重要讲话精神、做好明年经济工作提出要求,具有很强的针对性 ...
光大集团党委传达学习贯彻中央经济工作会议精神
Xin Lang Cai Jing· 2025-12-12 13:07
来源:光大未来 12月12日,光大集团党委书记吴利军主持召开党委扩大会议,传达学习中央经济工作会议精神,按照全 国金融系统工作会议要求,研究部署集团贯彻落实工作。集团党委班子成员参加会议。 会议认为,习近平总书记在中央经济工作会议上发表的重要讲话,全面总结了2025年经济工作,深刻分 析当前经济形势,部署2026年经济工作。习近平总书记的重要讲话站位高远,实事求是,催人奋进,为 各领域各方面做好"十五五"开局之年经济工作指明了方向。集团上下要认真学习、深刻领会、不折不扣 贯彻落实好习近平总书记重要讲话精神和党中央决策部署,坚定拥护"两个确立",坚决做到"两个维 护",坚定信心、稳中求进,把党中央部署要求落到实处。 会议要求,集团上下要结合习近平总书记在12月3日党外人士座谈会、12月8日中央政治局会议、党的二 十届四中全会上的重要讲话精神,全面领会中央经济工作会议精神,按照全国金融系统工作会议要求, 切实把思想和行动统一到党中央对形势的判断和决策部署上来,坚定做好金融工作的信心和决心,坚持 防风险、强监管、促高质量发展工作主线,切实抓好贯彻落实工作,有力有序有效做好2026年金融重点 工作,全力以赴推进高质量 ...
进出口银行党委传达学习中央经济工作会议精神
Xin Lang Cai Jing· 2025-12-12 12:17
来源:进出口银行 12月12日,进出口银行在京召开党委(扩大)会议,传达学习中央经济工作会议精神,按照全国金融系 统工作会议的要求,研究部署贯彻落实举措。党委书记、董事长陈怀宇主持会议并讲话,其他党委成员 出席会议。 会议认为,习近平总书记在中央经济工作会议上的重要讲话思想深邃、内涵丰富,站在强国建设、民族 复兴的战略高度,深刻洞察国内国际形势,对做好经济工作的规律性认识不断深化,对"十五五"开局之 年经济工作的战略部署指向明确,是马克思主义政治经济学中国化的最新成果,为开创中国式现代化新 局面提供了根本遵循。 会议指出,今年是"十四五"规划收官之年,以习近平同志为核心的党中央团结带领全党全国各族人民迎 难而上、奋力拼搏,推动中国经济巨轮无惧风雨、破浪前行,展现强大韧性和活力。全行上下要深刻领 会今年和"十四五"时期我国经济社会发展取得的巨大成就,深刻领悟"两个确立"的决定性意义,增 强"四个意识"、坚定"四个自信"、做到"两个维护"。 会议要求,要把学习贯彻中央经济工作会议精神作为当前和今后一个时期的重大政治任务,准确把握经 济工作面临的形势和主要目标任务,紧紧围绕金融工作主线,找准进出口银行工作的结合点和 ...
中央经济工作会议指明方向!A股这波机会该怎么抓?
Xin Lang Cai Jing· 2025-12-12 12:11
Core Insights - The Central Economic Work Conference held on December 10-11 in Beijing outlined key tasks for China's economic work in 2026, emphasizing the importance of maintaining confidence and leveraging advantages to address challenges [1][9] Economic Work Focus Areas - **Domestic Demand**: Emphasis on building a strong domestic market through consumption initiatives, income increase plans, and investment stabilization [1][11] - **Innovation Drive**: Focus on fostering new growth drivers by enhancing education, technology, and talent development, and establishing international innovation centers [1][11] - **Reform and High-Quality Development**: Commitment to deepening reforms, including a unified market construction and addressing competitive practices [2][11] - **Opening Up**: Promotion of multi-field cooperation and gradual expansion of service sector openness, along with enhancing foreign investment mechanisms [2][11] - **Coordinated Development**: Efforts to promote urban-rural integration and regional collaboration, ensuring stable prices for essential agricultural products [2][11] - **Green Transition**: Initiatives aimed at energy efficiency and carbon reduction across key industries [2][11] - **Public Welfare**: Focus on improving people's livelihoods through job stability and healthcare reforms [3][11] - **Risk Management**: Strategies to stabilize the real estate market and manage local government debt risks [3][11] Market Opportunities - **Technology and Manufacturing Exports**: Attention on sectors like semiconductor equipment, AI, and robotics, as well as traditional manufacturing exports [6][14] - **Supply Optimization**: Focus on industries with resource constraints and potential price increases, alongside sectors benefiting from policy adjustments [6][14] - **Consumer and Service Sector Upgrades**: Anticipation of a positive macroeconomic policy environment boosting consumer sectors, particularly in retail and food and beverage [6][14]
焦点访谈丨“十五五”文化建设新提法如何解锁创新密码?一文读懂
Yang Shi Xin Wen Ke Hu Duan· 2025-12-12 10:08
0:00 "十五五"规划建议指出,大力繁荣文化事业,营造良好文化生态,提升文化原创能力,推动新闻出版、广播影视、文学艺术等领域精品创作。培育形成规模 宏大、结构合理、锐意创新的高水平文化人才队伍。广泛开展群众性文化活动,繁荣互联网条件下新大众文艺。 其中"繁荣互联网条件下新大众文艺"是"十五五"规划建议中关于文化建设的一个全新的提法和目标。 中国文艺评论家协会副主席、北京师范大学艺术与传媒学院院长 胡智锋:背后的意义我认为是看到了正在勃发和兴旺发展中的新大众文艺景观,将酝酿整 个民族新的文化想象和文化创造的可能性。新大众文艺挖掘和充分调动藏在民间的具有想象力、创造力的高手,借助新时代互联网大平台和环境,释放自己 的创造力和想象力,激发全民族的创新创造活力。 专家说"繁荣互联网条件下新大众文艺",能激发全民族的创新创造活力。它为什么能量这么大?需要先搞清楚它的含义,也就是这个"新提法""新目标",到 底新在哪儿? "十五五"规划建议为什么要专门强调"繁荣互联网条件下新大众文艺",这背后又是一盘怎样的大棋? 新大众文艺是一片巨大的蓝海经济。以在网上爆火的微短剧为例,它创造的市场价值可谓惊人,2024年其市场规模达 ...
东莞证券财富通每周策略-20251212
Dongguan Securities· 2025-12-12 09:41
Market Overview - The Shanghai Composite Index experienced a fluctuation with a weekly trading volume exceeding 1.7 trillion yuan, reaching over 2 trillion yuan on Monday and Friday. The index fell by 0.34% while the Shenzhen Component Index rose by 0.84%, the ChiNext Index increased by 2.74%, and the STAR 50 Index gained 1.72% [1][3][5] Economic Outlook - The Central Political Bureau and the Central Economic Work Conference held in December set the direction for economic work in 2026, emphasizing the expansion of domestic demand, fostering new growth drivers, and mitigating risks as key tasks to ensure a good start for the 14th Five-Year Plan [2][3][8] - November exports showed resilience with a year-on-year growth rate of 5.9%, while the Consumer Price Index (CPI) continued to recover, increasing by 0.7% year-on-year, marking the highest level since March 2024 [11][12] Policy Insights - The Central Economic Work Conference highlighted the importance of stabilizing employment, enterprises, markets, and expectations, with a focus on quality improvement and effective growth. The policy framework aims to transition from scale growth to quality enhancement, emphasizing the need for better coordination between domestic economic work and international trade challenges [9][10][20] - The meeting introduced new policy measures, including flexible use of monetary tools like reserve requirement ratio cuts and interest rate reductions, to maintain liquidity and support investment recovery [10][20] Sector Recommendations - The report suggests focusing on sectors such as Technology, Media, Telecommunications (TMT), public utilities, finance, and electric power equipment for potential investment opportunities [15][20] Export and Import Dynamics - The report notes that while exports to the U.S. have decreased, exports to emerging markets remain robust, with significant growth in automobile exports, which surged by 53% year-on-year. However, imports showed a modest increase of 1.9% year-on-year, influenced by weak energy prices and sluggish domestic demand [11][12]
重磅会议定调!基金最新解读
Zhong Guo Ji Jin Bao· 2025-12-12 09:19
景顺长城基金表示,面对新一轮科技革命和产业变革,公司将沿着"十五五"规划、一流投资机构建设的 方向指引和基本要求,更好地服务投资者,真正承接好居民财富管理的新需求,分享经济发展成果。同 时,继续通过投研建设与产品创新齐行,不断加大在科技领域的投资布局,以专业能力促进公募行业高 质量发展,助力金融强国建设。 【导读】公募基金解读中央经济工作会议 据新华社报道,中央经济工作会议12月10日至11日在北京举行。 多家公募基金公司表示,会议为2026年经济工作指明了方向,基金公司应深刻领悟明年工作导向、抓住 政策机遇,综合自身优势增强综合实力,以及重点领域金融服务能力,进而提升金融服务实体经济质 效。 抓住政策机遇 助力资本市场高质量发展 在南方基金看来,会议强调"坚持民生为大,努力为人民群众多办实事",这一要求深刻诠释了金融工作 的人民性本质。财富的稳健增值是民生改善的重要支撑,更是共同富裕的题中应有之义。作为连接居民 财富与资本市场的核心桥梁,公募基金行业必须牢牢锚定以人民为中心的发展思想,将投资者的根本利 益置于首位,以专业能力回应民生期待,以责任担当夯实财富根基,持续提升投资者的幸福感与获得 感。 对于会议强 ...
解读2025中央经济工作会议:真抓实干“十五五”|宏观经济
清华金融评论· 2025-12-12 08:30
Core Viewpoint - The article emphasizes the importance of a systematic and practical approach to economic policy in China, focusing on targeted and effective measures to address existing challenges while maintaining long-term growth potential [4][5]. Group 1: Economic Policy Direction - The Central Economic Work Conference has shifted from general principles to a more systematic and practical approach, emphasizing "targeted precision" and "solid implementation" in economic policies [5]. - The conference acknowledges the intertwining of long-term positive economic trends with new challenges, advocating for integrated effects of existing and new policies rather than a scattered use of policy tools [5][7]. Group 2: Key Focus Areas - The conference identifies three main focus areas: expanding domestic demand, fostering innovation and reform, and addressing risk in key sectors such as real estate and local government debt [10]. - It highlights the need to tackle demand shortfalls, enhance innovation-driven growth, and manage risks effectively, particularly in the real estate market and local government debt [10][19]. Group 3: Practical Implementation - The article outlines specific actions to boost domestic demand, including initiatives to enhance consumer spending and increase investment through government support and private sector engagement [13][14]. - It stresses the importance of aligning consumption and investment strategies to create a robust foundation for domestic demand growth [14][15]. Group 4: Innovation and Reform - The conference sets a clear agenda for innovation, including the establishment of international technology innovation centers and the promotion of a collaborative ecosystem for technology and industry integration [16]. - It emphasizes the need for reforms that dismantle barriers and release institutional dividends, with specific regulations and action plans to support private enterprises and improve the business environment [17]. Group 5: Social Welfare and Risk Management - The article discusses measures to enhance social welfare, focusing on employment stability, education, healthcare, and support for vulnerable groups, ensuring a safety net for the population [18]. - It outlines a structured approach to risk management, particularly in the real estate sector and local government debt, advocating for precise and gradual measures to mitigate systemic risks [19][20]. Group 6: Capital Market Development - The article highlights the importance of deepening capital market reforms to enhance attractiveness and inclusivity, aiming to create a multi-layered and differentiated market system [22][23]. - It calls for optimizing return mechanisms for investors and improving the regulatory framework to support long-term investments and facilitate market access for various stakeholders [22][23].