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民生证券首席经济学家陶川:四中全会背后的5个新亮点
Zheng Quan Ri Bao Wang· 2025-10-24 13:36
第五,确保"十四五"增长目标顺利收官是当前要务,四季度政策更偏渐进式宽松。与五年前不同的是, 本次全会专门研判了当前的经济形势,并明确提出"坚决实现全年经济社会发展目标"。考虑到提振消费 专项行动、地方化债等既定任务是公报的重点,且实现全年"5%左右"增长目标压力可控(四季度GDP仅 需约4.5%),预计年内政策将以深化落实为主。更多增量工具可能留待明年部署,体现"承前启后"的务 实思路。 对此,民生证券研究院首席经济学家陶川表示,本次会议分量格外独特,为新的五年征程"打头阵"。一 方面,这是在经历"极不寻常、极不平凡"的五年后,在面临"不确定难预料因素增多"的环境下,进行的 新的部署和规划;另一方面,以"2035年基本实现社会主义现代化"为坚定目标,"十五五"进入承上启下 的关键五年,经济的核心地位会愈发突出。正是基于此,陶川认为有五大信号值得重点关注: 第一,经济增长目标导向相对"十四五"更加明确。时隔十年,在五年规划中重提"以经济建设为中心", 经济增长目标导向相对"十四五"更加明确,这意味着"十五五"规划有望锚定当前潜在增速,为未来五年 设定具体的预期性经济增速目标。 第二,"敢于斗争、善于斗争",在 ...
学有所悟丨从沂蒙精神中汲取奋进力量
Core Points - The article emphasizes the importance of the Yimeng Spirit as a vital part of the Chinese Communist Party's spiritual heritage, highlighting its core values of unity between the party and the people, and the deep bond between the military and civilians [1][2][3] - It stresses the need for the discipline inspection and supervision agencies to uphold the Yimeng Spirit, enhancing their political judgment and execution capabilities to ensure the party's authority and unity [2][3] - The article outlines the historical significance of the Yimeng Spirit, showcasing its role in motivating the local population during revolutionary struggles and its ongoing relevance in contemporary governance [4][5][6] Summary by Sections Yimeng Spirit and Party Leadership - The Yimeng Spirit is characterized by unwavering adherence to the party's leadership, which is seen as essential for the discipline inspection agencies [2] - The spirit reflects a historical commitment to the party, with significant contributions from the local population during revolutionary times [1][2] People-Centric Governance - The Yimeng Spirit emphasizes prioritizing the people's interests, with historical examples of selfless contributions from the local community [2][3] - The discipline inspection agencies are urged to focus on public grievances and enhance community satisfaction through effective governance [3] Struggle and Progress - The Yimeng Spirit serves as a motivation for continuous struggle against corruption and inefficiency within the party and government [4][5] - The article calls for a proactive approach in addressing issues of corruption and ensuring accountability within the ranks of the discipline inspection agencies [4][6] Legacy and Future - The Yimeng Spirit is portrayed as a living legacy that must be passed down through generations, adapting to contemporary challenges while maintaining its core values [5][6] - The discipline inspection agencies are encouraged to strengthen their internal capabilities and uphold the spirit in their operations [6]