记者 张骏 市委季度工作会议昨天下午举行。市委书记陈吉宁主持会议并强调，要深入学习贯彻习近平总书记 考察上海重要讲话精神，强化大局意识，强化主动作为，强化整体推进，干字当头、奋力一跳，努力完 成全年经济社会发展目标任务，为"十四五"收官、"十五五"开局打下坚实基础。 陈吉宁结合国庆中秋假期城市服务保障和运行安全情况，三季度以来市委抓经济运行调度、招商引 资和企业服务以及各区、各部门落实推进情况，同与会同志作了深入分析，研判发展形势，明确工作重 点。陈吉宁指出，当前外部环境依然复杂严峻，完成全年目标任务需要倍加努力、加力冲刺。要进一步 提高经济运行调度的科学性、精准性，持续放大政策效应、改革效应，巩固经济回升势头。消费潜力要 充分释放，抓住进博会等契机，扩围实施"两新"等政策，强化政策和活动联动发力、融合发展。围绕落 实《关于扩大服务消费的若干政策措施》，加紧拿出行动方案，抓好服务业扩大开放综合试点，培育打 造服务消费新增长点。投资进度要紧抓不放，确保重大项目加快落地推进。外贸外资要保持韧性，密切 跟踪研判，及时动态优化政策，以政策的确定性、敏捷性更好对冲外部环境的不确定性。先行先试的改 革举措要强化复制推广， ...

持续放大政策效应、改革效应，巩固经济回升势头。 上海市委季度工作会议今天下午举行。上海市委书记陈吉宁主持会议并强调，要深入学习贯彻习近平总 书记考察上海重要讲话精神，强化大局意识，强化主动作为，强化整体推进，干字当头、奋力一跳，努 力完成全年经济社会发展目标任务，为"十四五"收官、"十五五"开局打下坚实基础。 市信访办扎实推进信访工作法治化，在全国率先探索建立涉法涉诉信访工作衔接协同机制，稳妥规范化 解突出矛盾，12345市民服务热线提质增效，形成有效答疑释惑的政策知识库，围绕"十五五"规划编 制，实施专项人民建议征集，召开77场市民圆桌会、收集建议1万余条。但在推动矛盾化解协同联动、 数据赋能城市治理、建立健全基层工作机制等方面仍存不足。 陈吉宁结合国庆中秋假期城市服务保障和运行安全情况，三季度以来市委抓经济运行调度、招商引资和 企业服务以及各区、各部门落实推进情况，同与会同志作了深入分析，研判发展形势，明确工作重点。 陈吉宁指出，当前外部环境依然复杂严峻，完成全年目标任务需要倍加努力、加力冲刺。要进一步提高 经济运行调度的科学性、精准性，持续放大政策效应、改革效应，巩固经济回升势头。消费潜力要充分 释放， ...

Core Viewpoint - The reduction of VOCs (volatile organic compounds) is a critical constraint for improving air quality, and grassroots environmental work must implement practical measures to address the challenges in VOCs governance as the "14th Five-Year Plan" approaches its conclusion [1][3]. Group 1: Challenges in VOCs Governance - The grassroots VOCs governance faces three main difficulties: 1. Difficulty in promoting source substitution due to high cost pressures and weak technical adaptability, leading many enterprises to adopt a wait-and-see attitude [1]. 2. Gaps in process control, with significant issues related to unorganized emissions from storage tanks and pipeline leaks, resulting in regulatory blind spots [1]. 3. Poor effectiveness of end-of-pipe treatment, with many enterprises lacking the ability to select and manage effective VOCs treatment technologies [1]. Group 2: Solutions for VOCs Governance - To address these challenges, a systematic governance approach is recommended, including: 1. Establishing three lists: a target gap list to quantify emission reduction needs by industry and enterprise, a rectification task list with clear deadlines and standards, and a responsibility implementation list to ensure accountability [2]. 2. Engineering reduction strategies should prioritize low-cost, quick-effect solutions tailored to specific industries, such as using "adsorption + combustion" for low-concentration waste gas in furniture and printing industries [2]. 3. Structural reduction should be guided by policies and market forces, with government projects leading by example in using low-VOCs materials and providing incentives for compliant enterprises [3]. Group 3: Future Directions - The next four months are crucial for achieving the goals of the "14th Five-Year Plan," requiring precise measures to ensure timely completion and the establishment of long-term mechanisms for VOCs governance [3].

Economic Overview - The actual GDP growth in the first half of 2025 was 5.3%, laying a solid foundation for achieving the annual target of 5.0%[3] - Fixed asset investment in infrastructure and manufacturing maintained a high growth rate, contributing significantly to economic performance[3] Policy Recommendations - Emphasis on maintaining policy continuity and stability while enhancing flexibility and foresight to stabilize employment, enterprises, markets, and expectations[3] - The need for a more proactive fiscal policy and moderately loose monetary policy was highlighted, including accelerating government bond issuance and promoting a decline in social financing costs[3] Domestic Demand and Consumption - The report stresses the importance of implementing special actions to boost consumption and cultivating new growth points in service consumption, particularly through recently introduced childcare subsidies[4] - Focus on effective investment and the implementation of policies to optimize market competition and regulate local investment attraction behaviors[4] Risk Management - Key areas for risk prevention include addressing risks in the real estate sector, managing local government debt, and enhancing the attractiveness and inclusivity of domestic capital markets[4] - The report identifies several external risks, including uncertainties from U.S. tariff policies and geopolitical tensions, which could impact economic expectations[3] Strategic Outlook - The upcoming Fourth Plenary Session of the 20th Central Committee will focus on formulating the 15th Five-Year Plan, marking a critical transition period for economic strategy[2] - The meeting acknowledged the complex and changing development environment, emphasizing the need to leverage domestic advantages while adapting to external challenges[2]

智通财经7月29日电，早盘军工板块延续强势，中光防雷涨超10%，中船应急、国瑞科技、新雷能、北 方长龙、中船汉光等跟涨。消息面上，东方证券研报指出，部分景气敏感型上游环节二季度已呈现业绩 好转态势，伴随积极的变化越来越多落地，板块确定性进一步增强。"十四五"收官之年景气度持续恢 复，军贸有望成为第二增长极。 军工板块延续强势 中光防雷涨超10% ...