整治'内卷式'竞争
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2026年政策密码
Jing Ji Guan Cha Bao· 2026-02-25 05:50
(原标题:2026年政策密码) 岁末年初,国家发展改革委、财政部、住房和城乡建设部等多部委密集召开年度工作会议,为2026年发展布局。从扩大内需到动能重构;从整治 行业"内卷",到稳定房地产市场,政策释放出一系列信号。 2026年,政策有哪些关键词?这些"关键词"又将如何影响中国人的生意和生活? 关键词:培育壮大新动能 2025年底召开的中央经济工作会议,部署了2026年经济工作的重点任务,其中之一就是"坚持创新驱动,加紧培育壮大新动能"。 国家发展改革委和财政部的工作会议也均提及了"培育发展新动能"。全国发展和改革工作会议提出,要"大力培育壮大新兴产业和未来产业,培育 壮大若干新兴支柱产业,深化拓展'人工智能+'行动,补齐科技服务业短板,完善低空经济产业生态,深入推进数字经济高质量发展。" 全国财政工作会议表示,要"支持科技创新和产业创新深度融合,加快培育壮大新动能。进一步增加财政科技投入,完善财政科技经费管理,强化 企业科技创新主体地位" 从上述部委表述来看,培育壮大新动能的重点是:以科技创新为产业创新提供内生动力,以产业创新为科技创新创造应用价值。从产业来看,未 来将以人工智能、数字经济为抓手,着重在6 ...
扩内需政策料协同发力PPI有望继续呈现改善态势
Zhong Guo Zheng Quan Bao· 2025-09-11 00:40
Group 1 - In August, China's Commodity Price Index (CBPI) rose for the fourth consecutive month, indicating a positive trend in various price indicators due to policies aimed at expanding domestic demand [1][2] - The Manufacturing Purchasing Managers' Index (PMI) for major raw material purchase prices and factory prices increased to 53.3% and 49.1%, respectively, marking a three-month upward trend [2] - The CBPI reached 111.7 points in August, with a month-on-month increase of 0.3% and a year-on-year increase of 1.2%, reflecting ongoing expansion in enterprise production and operations [2] Group 2 - The implementation of policies to address "involution" in competition is expected to improve market competition order and alleviate supply-demand conflicts, supporting a positive price cycle [3] - Key sectors such as photovoltaic, automotive, steel, and cement are seeing improvements in supply-demand dynamics due to the enforcement of "involution" policies [4] - The steel industry reported a total profit of 59.2 billion yuan in the first half of the year, a year-on-year increase of 63.26%, indicating a positive trend in profitability [4] Group 3 - There are signs of improvement in the Producer Price Index (PPI), but the transmission mechanism to the Consumer Price Index (CPI) remains weak, limiting the impact on consumer prices [5] - The effectiveness of stimulating internal demand is crucial for achieving a virtuous cycle of improved corporate profitability and enhanced economic momentum [5] - The National Development and Reform Commission plans to implement policies to expand domestic demand, including a trade-in program for consumer goods and support for digital consumption [6]