"政策之内抢着干"，展现的是奋勇争先的劲头与主动作为的自觉。海南自贸港一系列含金量极高的 特殊政策，为"抢着干"提供了广阔空间。去年，首单跨境资产管理试点业务落地、全国首条第七航权航 线投入运营……这些成果都是"抢着干"的生动诠释。当前，着眼于全面实施封关运作后的新形势，更要 以强烈的机遇意识，主动研究政策、吃透政策、对接政策、落实政策，找准政策与自身工作的结合点、 发力点，在政策框架内主动作为，最大限度释放政策红利，推动政策优势尽快转化为发展优势、竞争优 势。 "没有政策探索干"，需要的是敢闯敢试的魄力与创新突破的勇气。"惟改革者进，惟创新者强，惟 改革创新者胜。"当前，海南自由贸易港建设步入新阶段，必然会遇到许多没有先例可循的新情况、新 问题。这就要求我们，必须发扬"敢闯敢试、敢为人先、埋头苦干"的特区精神"探索干"，在法治框架和 风险可控的前提下，敢闯"盲区"，善闯"难区"，打破思维定式、突破路径依赖，坚持实事求是，以创造 性实践破解发展难题，以创新性举措推动事业发展，为我国更高水平对外开放探索新路径、作出新示 范。 实干为先，方得始终。高标准建设海南自由贸易港的新征程上，挑战与机遇并存，压力与动力同 ...

Key Points - The report highlights a selection of stocks for October, including companies such as China Southern Airlines (600029.SH) and Contemporary Amperex Technology Co., Ltd. (300750.SZ) [1] - The macroeconomic analysis emphasizes the importance of the "14th Five-Year Plan" period for China's reform and innovation, indicating that it is a critical time for achieving significant progress towards socialist modernization [5] - The fixed income section discusses the recent fluctuations in the bond market, noting that the central bank's actions to pause and then resume government bond trading reflect its intention to stabilize yields [6][7] - The report provides an overview of market indices, showing slight declines in major indices such as the Shanghai Composite Index, which closed at 3988.22, down 0.22% [3] - Industry performance data indicates that the comprehensive index rose by 2.06%, while sectors like non-ferrous metals and beauty care saw declines of 2.72% and 1.51%, respectively [4]

Group 1: Economic Context and Challenges - The "15th Five-Year Plan" coincides with the timeline set by the Third Plenary Session to complete comprehensive reform tasks by 2029, indicating a critical period for China's modernization and reform efforts[2] - The external environment poses significant challenges, with increased geopolitical tensions and intensified competition, particularly in the tech sector between China and the US[4] - The overall judgment for the "15th Five-Year Plan" period indicates a mix of strategic opportunities and risks, with rising uncertainties and instability in the global landscape[4] Group 2: Domestic Market and Innovation - Building a strong domestic market is essential, leveraging China's large-scale market advantages to stimulate internal demand and reduce reliance on macroeconomic policies[9] - The plan emphasizes the need for high-level technological self-reliance, aiming to overcome bottlenecks and enhance competitive advantages in international markets[15] - The government aims to expand domestic demand through various measures, including promoting consumption and investment, with a focus on improving living standards and addressing structural issues[11] Group 3: Economic Performance Indicators - China's goods exports are projected to average 14.43% of the global market share from 2021 to 2025, an increase of 1.16 percentage points compared to the previous five-year period[6] - The net export of goods and services is expected to contribute an average of 0.91 percentage points to economic growth during the same period, with a contribution rate of 16.34%, up by 0.83 and 11.10 percentage points respectively from the previous period[6] - In the first three quarters of 2023, China's economic growth reached 5.2%, surpassing the consensus forecast of 4.8%, despite ongoing challenges in domestic demand and low inflation[9]