李超表示，下一步，国家发展改革委将坚持问题导向，坚持"立破并举"，把有利于全国统一大市场建设 的制度规则立起来，把不利于统一市场的障碍坚决破除，纵深推进全国统一大市场建设。 建设全国统一大市场，既是一场攻坚战，也是一项持久战。李超表示，前一阶段，在各方面共同努力 下，全国统一大市场建设取得积极成效，"四梁八柱"已基本建立。 在肯定阶段性成果的同时，李超指出，全国统一大市场建设仍然存在一些堵点卡点，以及深层次的体制 机制障碍。 她介绍，目前主要存在以下几方面问题：在市场准入方面，地方保护、市场分割和区域壁垒现象仍然存 在；在要素配置方面，市场在资源配置中的决定性作用尚未充分发挥，各类要素协同配置效能仍有提升 空间；在地方政府行为方面，部分地方招商引资行为不规范；在监管执法方面，各地有关处罚事项的规 定和标准仍存在差异，"同案不同罚"现象依然存在。此外，财税、统计、政绩考核等制度，也有待根据 全国统一大市场建设要求进一步调整完善。 一方面，将加快完善制度供给。包括推动出台妨碍建设全国统一大市场事项清单，进一步规范地方政府 经济促进行为；研究制定促进招商引资健康发展的政策措施，引导地方政府因地制宜探索高水平招商引 ...

第三，加快推动流通规则和标准统一的重点任务。一是推进市场设施高标准联通。加快构建"通道 +枢纽+网络"的现代物流运行体系，实施铁路货运网络工程、内河水运体系联通工程。加快推进综合货 运枢纽及集疏运体系建设，着力打通"最后一公里"。健全城乡多层次商贸网络，加强县域商业体系建 设，完善县乡村三级物流配送体系。二是推动各种交通运输方式深度融合。加快铁路货运市场化改革， 提高水运组织化、智能化水平，强化货物特别是大宗散货"公转铁"、"公转水"。统一各种运输方式规则 标准，大力发展多式联运。三是进一步完善统一的流通标准体系。强化商贸物流、电子商务、农产品流 通等重点领域规则标准制定和修订。加强和改进国家标准管理，研究推动国家标准和行业标准整合，严 禁地方政府超范围制定地方标准。四是着力推动内外贸一体化发展。推进制度规则衔接，扩大检验认证 互认范围，促进内外贸规则制度、标准认证衔接。 编辑：高弼浡 新华社北京12月12日电 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提 出："健全一体衔接的流通规则和标准"。这是坚持目标导向和问题导向、推动降低全社会物流成本的重 要举措，也是建设全国统一大市场的重要抓手。 ...

Group 1 - The core viewpoint of the article emphasizes the need for the implementation of a unified national market in Shanxi Province, focusing on enhancing market access and regulatory frameworks [1] - The proposal includes the establishment of a market access negative list system and a market access efficiency evaluation index system to streamline market entry [1] - It highlights the importance of strengthening property rights protection and improving information disclosure, social credit, mergers and acquisitions, and market exit systems [1] Group 2 - The initiative aims to enhance fair competition by eliminating barriers in areas such as resource acquisition, qualification recognition, bidding, and government procurement [1] - It seeks to address "involution" competition through comprehensive reforms and strengthen unified market supervision and enforcement [1] - The plan includes the development of high-standard market connectivity and logistics cost reduction measures to support the unified market construction [1]

12月3日，贵州省委副书记、省长李炳军主持召开省政府常务会议，研究部署我省"十五五"规划纲要和 专项规划编制、教育事业发展、完善生育支持政策体系等工作。 12月3日，贵州省委副书记、省长李炳军主持召开省政府常务会议，研究部署我省"十五五"规划纲要和 专项规划编制、教育事业发展、完善生育支持政策体系等工作。 会议强调，要深入贯彻党的二十届四中全会和省委十三届八次全会精神，高质量编制我省"十五五"规划 纲要和专项规划。要科学研究测算目标指标，兼顾积极有为和切实可行，更好调动全省上下后发追赶的 积极性。要坚持以高质量发展统揽全局，推动各项工作提质增效。要坚决落实建设全国统一大市场部署 要求，规范政府经济促进行为。要把培育提升经营主体摆在更加突出位置，下大力优化营商环境，深化 国资国企改革，加快地方政府融资平台改革转型，支持民营企业发展壮大。要统筹新项目谋划和存量项 目盘活，扎实做好项目前期工作，为推进"十五五"规划目标任务提供有力支撑。要加强对市县规划制定 的指导，压实主体责任，确保各级各类规划上下衔接、协同联动。 会议要求，要深入学习贯彻习近平总书记关于教育的重要论述，全面落实教育强国建设规划纲要，加快 建设特色 ...

Global Landscape - The strategic interaction and policy choices between China and the US significantly impact global trade, industrial chain layout, and capital flows [4] - China is estimated to account for over 40% of global manufacturing capacity, reinforcing its influence in trade and industry [4] - The debt-driven growth model poses challenges but also reflects China's substantial policy resources and market development potential [4] Chinese Economy - The current economic situation is characterized as "high at the front and low at the back," with a GDP growth rate of 5.2% in the first three quarters, making the annual target achievable [6] - Consumption grew by 4.5%, supported by policies like "old-for-new" exchanges, while investment saw a decline of 0.5% [6] - Exports were a highlight, increasing by 6.1%, particularly strong in emerging markets like Africa and ASEAN [6] "14th Five-Year" Plan Highlights - The plan emphasizes accelerating "technological self-reliance," aiming to build a modern industrial system with advanced manufacturing as its backbone [8] - There is a strong push for consumption and increased social welfare spending, particularly in response to an aging population [8] - The establishment of a nationwide unified market is prioritized, optimizing resource allocation in energy, public services, and data [8] Asset Allocation Strategies - In a low-interest-rate environment, high-dividend assets are highlighted as scarce and valuable, with Hong Kong stocks offering a dividend rate 30% higher than A-shares [11] - Sectors like military, gold, and rare earths are recommended as strategic allocations in response to global geopolitical tensions [11] - Focus on AI technology sectors, including computing power and robotics, is essential as they represent a significant investment opportunity [11] - New consumption trends driven by younger demographics and single-person economies present emerging investment opportunities [11]

Core Viewpoint - The article emphasizes the importance of a strong domestic market as a strategic foundation for China's modernization, highlighting the need to expand domestic demand and enhance the interaction between consumption and investment [1] Group 1: Domestic Market Development - The "15th Five-Year Plan" aims to boost consumption, expand effective investment, and eliminate barriers to building a unified national market as key strategies for strengthening the domestic market [1] - The National Development and Reform Commission stresses the need to understand domestic market development laws and enhance the role of domestic demand in economic support [1] Group 2: Investment Strategies - The article discusses the need to stimulate private investment and clarify investment directions for both central and local governments, focusing on high-quality projects that meet development needs [2] - It highlights a strategic shift in investment from quantity expansion to quality improvement, emphasizing precise allocation of limited funds to enhance national competitiveness and promote social equity [2] Group 3: Major Projects and Infrastructure - The implementation of significant landmark projects in urban renewal, strategic transportation corridors, new energy systems, and major water conservancy projects is outlined as a means to sustain infrastructure investment growth [3] Group 4: Unified Market Construction - The establishment of a unified national market is crucial for facilitating a smooth domestic circulation of resources, with ongoing efforts to reduce market access barriers and streamline regulations [4] - The article notes that the number of market access negative list items has decreased from 328 to 106, indicating progress in removing obstacles to resource flow [4] Group 5: Consumer Spending and Economic Growth - The focus on boosting consumer spending includes optimizing the environment, innovating consumption scenarios, and enhancing residents' consumption capacity [5] - The article stresses the importance of increasing residents' income and improving social security systems to support consumption growth [5] Group 6: Role of Capital Markets - Capital markets are identified as key players in expanding domestic demand, with expectations for a bull market to amplify consumer spending [6] - The article suggests that consumer growth should reach 5% to 6% during the "15th Five-Year Plan" period, with a target for final consumption to account for over 60% of GDP by 2030 [6]

Core Viewpoint - The 20th Central Committee of the Communist Party emphasizes the need for a combination of effective markets and proactive government in economic and social development during the "14th Five-Year Plan" period [1] Group 1: Market and Government Interaction - The principle of balancing effective market mechanisms with government intervention is crucial for resource allocation and addressing market shortcomings [1] - The local market regulatory authority in Hechi City recognizes the importance of this principle for promoting high-quality economic and social development [1] Group 2: Local Regulatory Actions - The market regulatory department aims to enhance market vitality while ensuring healthy and orderly local economic development [1] - Key actions include deepening the "delegation, management, and service" reform to optimize the business environment and stimulate the vitality of business entities [1] - Implementation of a unified national market system is essential for protecting property rights and ensuring fair competition [1] - There is a commitment to combat illegal activities in the market sector to safeguard public welfare and enhance regulatory efficiency [1]

Core Insights - The 20th Central Committee's Fourth Plenary Session is a significant mobilization for advancing Chinese-style modernization, coinciding with the conclusion of the 14th Five-Year Plan and the initiation of the 15th Five-Year Plan [1] Group 1: Economic Development and Planning - The 15th Five-Year Plan period is crucial for solidifying the foundation of socialist modernization and fully unleashing potential, with a focus on transforming new advantages into high-quality development [2][3] - The plan emphasizes building a modern industrial system and strengthening the foundation of the real economy, responding to profound changes in the international environment [2] - The 15th Five-Year Plan is seen as a key phase for achieving the long-term goal of basic socialist modernization by 2035, requiring systematic planning and implementation [4] Group 2: Strategic Opportunities and Challenges - The current development environment is characterized by complex changes, with both strategic opportunities and risks, necessitating a proactive approach to adapt and respond [2][3] - The importance of maintaining strategic determination and enhancing economic, technological, and comprehensive national strength is highlighted as essential for winning strategic competition [3] Group 3: Corporate Strategies and Opportunities - Enterprises are encouraged to align their development directions with the 15th Five-Year Plan, focusing on key tasks and exploring international markets [5] - Companies should leverage policy benefits such as financial subsidies and tax incentives to support their growth [5] - Cultural enterprises are presented with opportunities to enhance cultural exchange and storytelling, contributing to the construction of a culturally strong nation [5] Group 4: Market Dynamics - The establishment of a unified national market is crucial for facilitating domestic circulation and transforming the domestic market from large to strong [3] - Expanding domestic demand is emphasized as a strategic foundation, with a focus on improving public service spending and increasing disposable income [3]

Core Viewpoint - The article emphasizes the importance of Xi Jinping's economic thought in guiding China's economic work in the new era, highlighting the need for resilience and strategic action in the face of challenges and risks [1][5][20]. Group 1: Economic Resilience and Strategy - The Chinese economy has grown stronger through challenges, including poverty alleviation, supply-side structural reforms, and risk prevention [1][4]. - Xi Jinping's economic thought advocates for maintaining strategic determination and patience, avoiding short-termism in long-term goals [5][17]. - The call for open cooperation and win-win outcomes reflects China's role as a leader in promoting trade and investment liberalization [5][16]. Group 2: Innovation and Technology - China has made significant strides in innovation, recently ranking in the top ten of the Global Innovation Index [12][13]. - The development of high-end chips and core technologies is crucial for maintaining competitive advantages in the global market [14][20]. - The emphasis on mastering core technologies underlines the strategic importance of self-reliance in technological advancement [13][14]. Group 3: Risk Management and Economic Stability - The article discusses the importance of proactive risk management, highlighting successful measures taken to mitigate financial risks and stabilize the economy [21][22]. - The need for a comprehensive approach to economic stability is underscored, focusing on enhancing domestic demand and supply chain resilience [22][30]. - The government's efforts to address real estate financing and other systemic risks demonstrate a commitment to maintaining economic health [21][30]. Group 4: Infrastructure and Development - The completion of significant infrastructure projects, such as the world's tallest bridge, illustrates the ongoing commitment to improving connectivity and economic development [23][24]. - The focus on rural revitalization and poverty alleviation reflects a long-term strategy for achieving common prosperity [25][26]. - The construction of a unified national market is seen as a key strategy for enhancing economic resilience and competitiveness [30][31].

Core Viewpoint - The meeting emphasized the importance of high-quality development and the need to implement various policies to stabilize employment, businesses, and market expectations while promoting effective investment and consumption [1] Group 1: Economic Strategy - The meeting highlighted the necessity to deeply learn and implement the important speeches and instructions from General Secretary Xi Jinping during his visits to Shaanxi [1] - It called for a focus on high-quality development as the primary task and better coordination between development and safety [1] - The meeting stressed the importance of the "three-year" activities to effectively expand investment and boost consumption [1] Group 2: Policy Implementation - The meeting required a firm commitment to achieving the goals set for building a unified national market and enhancing the effectiveness of policy measures [1] - It emphasized the role of the energy industry as a stabilizing force and the need to support non-energy industrial enterprises in maintaining and increasing production [1] - The meeting discussed various measures to tap into consumption potential and promote the prosperity of the service industry [1] Group 3: Project Management - The meeting reinforced the use of the "four batches" project management mechanism and the importance of managing deviations [1] - It called for continuous supervision, proactive support, and in-depth scheduling to address bottlenecks in economic operations and business development [1] - The focus was on accelerating the completion and production of key projects to achieve tangible results and lay a solid foundation for the province's economic development during the "14th Five-Year Plan" [1]