11月24日，第六届中俄中小企业实业论坛在西安开幕。中共中央政治局委员，全国人大常委会副委 员长，中俄友好、和平与发展委员会中方主席李鸿忠出席开幕式并致辞。 俄罗斯联邦委员会副主席茹拉夫廖夫，中俄友好、和平与发展委员会俄方主席季托夫在开幕式上致 辞。陕西省委书记赵一德，中国贸促会会长任鸿斌，俄罗斯沃洛格达州州长菲力蒙诺夫致辞。陕西省省 长赵刚主持。陕西省政协主席徐新荣出席。 李鸿忠在致辞中表示，在习近平主席和普京总统的战略引领下，中俄新时代全面战略协作伙伴关系 务实求进、笃定前行，各领域合作保持积极向好势头。中国共产党二十届四中全会对"十五五"时期中国 经济社会发展作出顶层设计和战略擘画。中国将坚持以经济建设为中心，集中力量推进高质量发展，坚 定不移推进高水平对外开放，愿同包括俄罗斯在内的世界各国共享发展机遇。中方将同俄方一道，以两 国元首达成的重要共识为根本遵循，持续优化合作机制，为两国中小企业合作提供更便利条件、营造更 良好环境，充分发挥中俄友好、和平与发展委员会的两国民间交往主渠道作用，全力服务中俄关系大 局。 俄方在致辞中表示，俄中关系达到前所未有高度，两国在众多领域拥有巨大合作潜力。论坛已成为 两国 ...

Group 1 - The core viewpoint emphasizes the historical transformation and achievements in the rule of law in China since the 18th National Congress, highlighting the importance of Xi Jinping's legal thought as a guiding principle for modern socialist governance [4] - The "14th Five-Year Plan" focuses on improving and safeguarding people's livelihoods, emphasizing the principle of putting people first in economic and social development [6] - The national railway passenger traffic from January to October reached 3.95 billion, marking a year-on-year increase of 6.4%, setting historical records for total and daily passenger flow [8] Group 2 - The 15th National Games have significantly boosted tourism in Hong Kong and Macau, indicating a resurgence in the tourism sector [12] - The Central Government's initiatives in the "14th Five-Year Plan" have led to a notable increase in water efficiency, with the water-saving industry market estimated to exceed 760 billion [9] - The foreign trade in the central and western regions of China reached 6.68 trillion, continuing to lead the nation in growth rates [10]

Group 1: Core Insights - The visit of King Felipe VI of Spain to China from November 10 to 13 marks the first state visit since his ascension and the first by a Spanish monarch in 18 years, highlighting the importance of bilateral relations [2][3] - Xi Jinping emphasized the strategic partnership between China and Spain, aiming to enhance cooperation in various fields including trade, technology, and cultural exchanges [3][4] - The signing of 10 cooperation documents in areas such as trade and education signifies a deepening of economic ties, with Spain positioning itself as a key partner for China in Europe [4][6] Group 2: Economic Cooperation - Spain aims to deepen economic collaboration with China, focusing on sectors like renewable energy, digital economy, and artificial intelligence, while also increasing imports of quality Spanish products [3][5] - The bilateral trade relationship is particularly strong in the pork and pharmaceutical industries, with Spanish pork exports to China increasing by 8% in the first seven months of the year, reaching €700 million [6] - Spanish companies are increasingly investing in China, with around 400 Spanish firms currently operating in the country, and an expected 9,000 Spanish companies exporting to China in 2024 [5][6] Group 3: Cultural and Diplomatic Engagement - Cultural exchanges are a significant aspect of the visit, with activities commemorating Spanish poet Antonio Machado and the importance of cultural institutions like the Confucius Institute and the Cervantes Institute [7][8] - The extension of visa-free policies for Spanish citizens traveling to China is part of broader diplomatic efforts to enhance mutual understanding and cooperation [7][8] - The visit is seen as a strategic move for Spain to maintain its independent foreign policy while navigating the complexities of international relations, particularly in the context of US-China tensions [8]

11月7日，省委书记赵一德参加省政协十三届常委会第十七次会议联组讨论，宣讲党的二十届四中 全会精神。他强调，要认真学习贯彻党的二十届四中全会精神，贯通落实习近平总书记历次来陕考察重 要讲话重要指示，充分发挥人民政协显著政治优势，围绕制定实施我省"十五五"规划广纳群言、广集众 智、广谋良策，为谱写陕西新篇、争做西部示范贡献更多智慧和力量。 赵一德强调，"十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期。要系统把 握陕西发展面临的新形势新任务，着眼全国大局、发挥自身优势、明确主攻方向，谋深谋准谋实我省未 来5年经济社会发展，努力在创新驱动引领高质量发展、打造内陆改革开放高地、担负新时代的文化使 命、推动城乡融合发展促进共同富裕、推动发展方式绿色低碳转型、提升全域本质安全水平等方面取得 新进展，奋力在西部地区推进中国式现代化建设中发挥示范作用。 省政协主席徐新荣主持。 在听取10位政协委员发言后，赵一德指出，党的二十届四中全会是在向第二个百年奋斗目标进军的 新征程上举行的一次十分重要的会议，是乘势而上、接续推进中国式现代化建设的又一次总动员、总部 署。全省政协系统要把学习宣传贯彻全会精神作为重大政治 ...

Core Points - The meeting focused on studying and implementing the spirit of the 20th Central Committee's Fourth Plenary Session, emphasizing the importance of integrating this with the study of "Xi Jinping: The Governance of China, Volume V" [1][3] - The meeting highlighted the significant achievements and deployments from the 20th Central Committee, aiming to deepen reforms and modernize governance systems [3] Group 1 - The meeting was chaired by An Wei, who emphasized the need for city leaders to combine the study of the 20th Central Committee's spirit with practical applications [3] - An Wei outlined several focal areas for development, including high-quality growth, modern industrial systems, and enhancing urban competitiveness [4] - The importance of political responsibility and organizational leadership was stressed, along with the need for effective planning for the 14th and 15th Five-Year Plans [4] Group 2 - The meeting included contributions from various members of the theoretical study group, indicating a collaborative approach to learning and implementation [2][5] - An Wei called for a focus on green and low-carbon development, cultural confidence, and improving people's livelihoods as part of the city's strategic goals [4] - The necessity of achieving modern social governance and ensuring safety in urban development was also highlighted [4]

Group 1 - The market is experiencing fluctuations due to a combination of cautious sentiment and external news, leading to a shift of funds from the technology sector to defensive sectors like banking and coal [1] - Looking ahead to Q4, significant events such as important meetings and the "14th Five-Year Plan" are expected to influence market trends, with a forecast of a stepwise upward movement in indices [1] - There is a potential for a style switch in November, with large-cap growth stocks possibly shifting towards small-cap or value stocks, depending on market consensus regarding the "14th Five-Year Plan" [1] Group 2 - If the market returns to a small-cap theme, there is an optimistic outlook for sectors such as commercial aerospace and satellites [1]

Group 1 - The core viewpoint is that the domestic and international political and economic environment affecting the capital market will remain consistent with the trends observed in the third quarter, but with increased uncertainties leading to potential volatility in the fourth quarter [1] - The domestic economy is expected to meet its annual growth target, and there is a possibility of slight fiscal policy adjustments in response to the macroeconomic landscape for next year [1] - The overall landscape regarding US-China tariffs is not expected to change significantly, but the US government may impose industry-specific tariffs that could indirectly pressure China's exports [1] Group 2 - The significant gains in the equity market during the third quarter, combined with increasing uncertainties, suggest that volatility may rise in the fourth quarter [1] - If market risk appetite is suppressed, defensive sectors with dividend attributes may present short-term performance opportunities [1] - The upcoming 20th Central Committee's Fourth Plenary Session and its key agenda, the "14th Five-Year Plan," are expected to have a profound impact on China's industrial landscape and may create new investment opportunities [1] Group 3 - The initiation of a new interest rate cut cycle by the Federal Reserve is anticipated to weaken the dollar, potentially leading to a global asset revaluation [2]

Core Viewpoint - The meeting held by the Zhengzhou Municipal Committee emphasized the importance of collaboration among various political parties and organizations to promote high-quality development in Zhengzhou, focusing on economic and social progress as well as anti-corruption efforts in the first half of the year [1][2]. Group 1: Economic and Social Development - The meeting reported achievements in economic and social development in the first half of the year, with a consensus on the need to advance sectors such as advanced manufacturing, exhibition economy, cross-border e-commerce, and resilient city construction [1]. - Various representatives from democratic parties and organizations expressed their support for the city's development and provided suggestions for future initiatives [1]. Group 2: Strategic Focus Areas - The Municipal Committee highlighted key areas for future focus, including building a regional innovation hub, modernizing the industrial system, enhancing logistical capabilities, and developing a resilient and smart city [2]. - Emphasis was placed on accelerating the construction of the Zhengzhou metropolitan area and maintaining social harmony and stability [2]. Group 3: Collaborative Efforts - The need for collective brainstorming and future planning was stressed, with a call for leveraging the strengths of various parties to contribute to the scientific formulation of the "14th Five-Year Plan" [2]. - The importance of strengthening the internal construction of political parties was also highlighted, aiming to enhance team capabilities and improve work styles to support Zhengzhou's modernization efforts [2].

Group 1 - The meeting highlighted the importance of political leadership in the work of the CPPCC, ensuring the correct political direction [1] - The CPPCC is focusing on key areas such as the scientific formulation of the 14th Five-Year Plan, promoting the deep integration of technological and industrial innovation, and improving people's livelihoods [1] - There is an emphasis on enhancing the construction of specialized consultation institutions to improve the quality and effectiveness of consultations [1] Group 2 - The meeting was chaired by the Vice Chairman of the CPPCC, with participation from other key officials [3] - Prior to the meeting, attendees conducted research on projects such as the Haidian Energy Storage Technology Innovation Industrial Base [2]