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5000亿元!国家发改委重磅宣布!
Jin Rong Shi Bao· 2025-09-29 11:16
Core Insights - The National Development and Reform Commission (NDRC) is actively promoting new policy financial tools with a total scale of 500 billion yuan to support effective investment and enhance financial services for the real economy [3] - Despite facing external pressures, China's economy is generally stable, with solid progress in high-quality development, although challenges remain [4] - The NDRC aims to increase the application rate of new intelligent terminals and intelligent agents to over 70% by 2027, highlighting the importance of AI technology in various sectors [5][6] Group 1: New Policy Financial Tools - The NDRC is working with relevant parties to implement new policy financial tools, which will be used entirely to supplement project capital [3] - The NDRC plans to expedite the allocation of these funds to specific projects to generate more tangible work volume and promote effective investment [3] Group 2: Economic Stability and Challenges - In August, some economic indicators showed fluctuations, including a slowdown in consumption growth and weak investment, raising concerns about achieving the annual economic growth target [4] - The NDRC emphasizes that, despite external challenges, the overall economic operation remains stable, with improvements in industrial profits and resilience in demand [4] - The NDRC will continue to strengthen economic monitoring and policy research to adapt to changing circumstances and ensure the achievement of annual targets [4] Group 3: Promotion of Intelligent Technology - The NDRC's "Artificial Intelligence+" initiative aims for over 70% application rate of new intelligent terminals and agents by 2027, which are seen as direct carriers of AI technology [5][6] - The NDRC will focus on creating a supportive policy environment, promoting technological innovation, and expanding market demand to facilitate the widespread adoption of intelligent technologies [6][7] - Efforts will include collaboration between AI companies and industry leaders, as well as promoting pilot demonstrations in key sectors like education, healthcare, and transportation [7]
【光大研究每日速递】20250311
光大证券研究· 2025-03-10 09:08
点击注册小程序 查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 今 日 聚 焦 【钢铁】高度重视供给侧政策预期下钢铁行业的投资机会——金属周期品高频数据周报(2025.3.3- 3.9) 2025年2月8日,工信部对《钢铁行业规范条件(2015年修订)》进行了修订,形成《钢铁行业规范条件 (2025年版)》,规范条件对钢铁企业实施"规范企业"和"引领型规范企业"两级评价,在发改委"供给侧更 好适应需求变化"的大政策目标下,我们认为钢铁板块的盈利有望修复到历史均值水平,钢铁股的PB也有 望随之修复。 (王招华/戴默) 2025- 03-10 您可点击今日推送内容的第1条查看 【石油化工】OPEC+将开启增产,地缘政治风险犹存——石油化工行业周报第393期(20250303- 20250309) 3月3 ...