金 融 期 货 研 究 2026 年 3 月 5 日 期货研究 | | | 毛磊 | | | 投资咨询从业资格号：Z0011222 | | maolei@gtht.com | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 【期指期现数据跟踪】 | | | | | | | | | | 期指数据 | | | | | | | | | | | 收盘价 | 涨跌幅% | 基 差 | 成交额-亿 | 成交量 | 变 动 | 持仓量 | 变 动 | | 沪深300 | 4602.62 | ↓1.14 | | 6089.2 | | | | | | IF2603 | 4591 | ↓1.16 | -11.62 | 1215.9 | 88154 | ↓18914 | 140207 | ↓5696 | | IF2604 | 4580.4 | ↓1.19 | -22.22 | 86.1 | 6258 | ↓949 | 7968 | ↑846 | | IF2606 | 4540 | ↓1.28 | -62.62 | 434.3 | 31815 | ↓5482 | ...

两会时间已经开启，今日（3月5日）两会日程： 审查国务院关于2025年中央和地方预 算执行情况与2026年中央和地方预算 草案的报告及2026年中央和地方预算 草案 ■十四届全国人大四次会议将于今日开幕 3月5日上午9时，十四届全国人大四次会议将在北京开幕，国务院总理李强将作政府工作报告。 届时，中央广播电视总台所属中央电视台综合频道、新闻频道、中文国际频道、中国国际电视台各外 语频道、4K超高清频道，中央人民广播电台中国之声、大湾区之声、中国国际广播电台环球资讯广 播等频率将进行现场直播；央视新闻、央视频、央视网等中央重点新媒体平台将同步转播。 ■首场"代表通道""部长通道"将于今日开启 3月5日上午，十四届全国人大四次会议开幕会前，举行"代表通道"集中采访活动。开幕会后，举 行"部长通道"集中采访活动。 听取国务院总理李强关于政府工作的 报告 审查国民经济和社会发展第十五个五 年规划纲要草案 审查国务院关于2025年国民经济和社 会发展计划执行情况与2026年国民经 济和社会发展计划草案的报告及2026 年国民经济和社会发展计划草案 听取全国人大常委会副委员长李鸿忠 关于中华人民共和国生态环境法典草 案的 ...

据央视新 闻， 3月5日上午9时， 十四届全国人大四次会议将在北京开幕，国务院总理李强将作政府工作报告。 听取全国人大常委会副委员长李鸿忠 关于中华人民共和国生态环境法典草 案的说明、关于中华人民共和国民族 团结进步促进法草案的说明、关于中 华人民共和国国家发展规划法草案的 说明 下午 各代表团举行全体会议 审议政府工作报告 首场"代表通道""部长通道"将于今日开启 3月5日上午， 十四届全国人大四次会议 开幕会前，举行"代表通道"集中采访活动。开幕会后，举行"部长通道"集中采访活动。 算执行情况与2026年中央和地方预算 草案的报告及2026年中央和地方预算 草案 全国政协委员列席十四届全国人大 上午 四次会议开幕会 听取政府工作报告、关于中华人民共 和国生态环境法典草案的说明、关于 中华人民共和国民族团结进步促进法 草案的说明、关于中华人民共和国国 家发展规划法草案的说明 下午 举行小组会议 审议政协常委会工作报告和提案工作 情况的报告 DE FUL 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 实时盯盘 VIP资讯 全国政协十四届四次会议 ...

西安市第十七届人民代表大会第七次会议议程 （2026年2月26日西安市第十七届人民代表大会第七次会议预备会议通过） 一、听取和审议西安市人民政府工作报告； 六、听取和审议西安市中级人民法院工作报告； 七、听取和审议西安市人民检察院工作报告； 八、选举； 九、其他。 二、审查和批准西安市国民经济和社会发展第十五个五年规划纲要草案； 三、审查和批准西安市2025年国民经济和社会发展计划执行情况与2026年国民经济和社会发展计划 草案的报告，批准西安市2026年国民经济和社会发展计划； 四、审查和批准西安市2025年预算执行情况和2026年预算草案的报告，批准西安市2026年市级预 算； 五、听取和审议西安市人民代表大会常务委员会工作报告； ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 中共中央政治局2月27日召开会议，讨论国务院拟提请第十四届全国人民代表大会第四次会议审查的中 华人民共和国国民经济和社会发展第十五个五年规划纲要草案稿和审议的《政府工作报告》稿。（新华 社） ...

Core Viewpoint - The meeting highlighted the achievements of China's economic and social development during the "14th Five-Year Plan" and emphasized the importance of collaboration among various political parties and organizations in shaping the "15th Five-Year Plan" [2][3]. Group 1: Achievements and Contributions - The past year saw significant accomplishments in economic and social development, attributed to the leadership of the Central Committee and the collective efforts of the people [2][3]. - Various political parties and organizations actively contributed by conducting research and providing valuable suggestions to the government [3]. Group 2: Future Directions and Challenges - The year marks the beginning of the "15th Five-Year Plan," with rising uncertainties in the external environment and ongoing economic challenges [3]. - There is a need for a proactive macroeconomic policy and coordinated reforms to enhance both qualitative and quantitative economic growth [3]. - Political parties and organizations are encouraged to focus on key issues in economic and social operations, providing insights to help the government address prominent challenges [3].

李强主持召开各民主党派中央、全国工商联负责人和无党派人士代表座谈会 听取对政府工作报告、"十五五"规划纲要的意见建议 李强强调，今年是"十五五"开局之年，外部环境不确定性上升，经济发展面临的风险挑战仍然不 少。需要科学准确把握形势变化，正视困难，坚定信心，集中精力办好自己的事，实施更加积极有为的 宏观政策，强化改革举措与宏观政策协同，推动经济实现质的有效提升和量的合理增长。李强希望各民 主党派、工商联和无党派人士聚焦经济社会运行中的重点问题深化研究，积极建言献策，帮助政府解决 发展过程中面临的突出矛盾。同时，加强与各领域的联络沟通，多做凝聚人心、提振信心的工作，为推 动经济社会高质量发展汇聚更多智慧和力量。 李干杰、吴政隆、邵鸿、何报翔、王光谦、朱永新、杨震等参加座谈会。 新华社北京1月26日电 中共中央政治局常委、国务院总理李强1月26日下午主持召开各民主党派中 央、全国工商联负责人和无党派人士代表座谈会，听取对《政府工作报告》和《"十五五"规划纲要（草 案）》两个征求意见稿的意见建议。 座谈会上，民革中央主席郑建邦、民盟中央主席丁仲礼、民建中央副主席孙东生、民进中央主席蔡 达峰、农工党中央主席何维、致公党 ...

Core Viewpoint - The meeting highlighted the importance of implementing high-quality development strategies in response to the complex external environment and the need for proactive macroeconomic policies to ensure economic stability and growth [2][3]. Group 1: Economic Performance and Challenges - The past year was marked by significant challenges, but the country managed to implement effective counter-cyclical measures, leading to improved market confidence and economic resilience [1][2]. - Despite ongoing uncertainties and challenges, the long-term positive trends and support conditions for the economy remain unchanged, indicating a broad prospect for high-quality development [2]. Group 2: Policy Recommendations - Emphasis was placed on the need for a more proactive fiscal policy and moderately loose monetary policy, along with a combination of various policy measures to achieve substantial improvements in quality [3]. - The focus should be on expanding domestic demand as a strategic basis for development, enhancing internal driving forces, and ensuring that improvements in people's livelihoods are closely linked to consumption and investment [3]. Group 3: Contributions and Collaboration - Participants were encouraged to leverage their strengths and actively reflect on the actual economic and social development situations, providing suggestions to contribute to high-quality development [3].

Group 1 - The provincial government is actively seeking input on the "Government Work Report (Draft for Comments)" and the "14th Five-Year Plan" from various stakeholders, including democratic parties, business associations, and non-partisan individuals [1] - The provincial government emphasizes the importance of collaboration and communication with stakeholders to enhance democratic decision-making and scientific governance [1] - Business leaders from companies such as Jiangsu Guoxin Group, AstraZeneca, and Zhongtian Technology provided suggestions to support high-quality development and modernization efforts in Jiangsu [2] Group 2 - The provincial government aims to strengthen resource allocation to meet the urgent needs of enterprises and protect their legal rights [2] - There is a focus on promoting investment in quality enterprises, enhancing competitive industries, and addressing technological gaps to foster innovation [2] - The government encourages representatives and committee members to continue their role in connecting with the public and gathering opinions for informed decision-making [2]

Group 1 - The meeting was chaired by Cheng Shuping, the Deputy Mayor of Chengdu, to gather opinions and suggestions on the "15th Five-Year Plan" and the government work report from various stakeholders, including representatives from democratic parties, business associations, and independent experts [1][2] - Participants expressed high praise for the achievements of the "14th Five-Year Plan" and the city's development plans for 2026, emphasizing the importance of fostering the private economy, optimizing the business environment, and promoting technological innovation [1][2] - Cheng Shuping highlighted the significance of the "15th Five-Year Plan" as a critical period for achieving socialist modernization and enhancing Chengdu's core functions and development advantages, with a focus on economic growth, industrial development, and urban governance [3] Group 2 - Cheng Shuping requested that the drafting team and relevant departments carefully analyze and incorporate the suggestions into actionable measures, acknowledging the contributions of all parties involved in the city's progress [2] - The government aims to align the "15th Five-Year Plan" with annual objectives to seize development opportunities and enhance government efficiency, encouraging continued support and input from stakeholders [3] - The meeting included participation from city leaders and government officials, indicating a collaborative approach to governance and planning [4]