人民财讯11月14日电，11月14日，在中泰证券举办的财富管理与ETF生态高质量发展高峰论坛上，中泰 国际首席经济学家李迅雷解读了"十五五"规划下的产业投资机会，聚焦三大亮点：一是加速"科技自立 自强"，构建以先进制造业为骨干的现代化产业体系，重点投向未来制造、未来信息、未来材料、未来 能源、未来空间、未来健康等六大领域。二是大力度促消费，加大民生投入，应对人口老龄化，银发经 济、创新药、服务消费成为新增长点。三是加快构建全国统一大市场，通过"反内卷"打破地域与行业壁 垒，通过价格机制改革、并购重组提升ROE，解决上市公司盈利能力偏低的问题。 （原标题：李迅雷：关注"十五五"规划三大亮点——科技自立、消费提振与构建全国统一大市场） ...

Core Viewpoint - The China Xiong'an Group has completed the intelligent upgrade of its electronic bidding and procurement platform, establishing a comprehensive smart supervision system to promote transparent transactions and prevent collusion in bidding processes [1][6]. Group 1: Intelligent Supervision System - The platform has transitioned from passive, manual supervision to proactive, intelligent, and full-process smart supervision, addressing hidden compliance risks in bidding and procurement [2]. - The introduction of DeepSeek model technology enables automatic scanning and semantic analysis of bidding documents, identifying potential compliance risks such as unfair competition and unreasonable thresholds [2]. - The system incorporates over 140 regulatory rules and risk points, achieving full-process monitoring from project initiation to document archiving [2]. Group 2: Real-time Risk Management - A robust rule engine combined with AI reasoning creates a complete supervision loop, issuing "red" warnings for rule violations and "yellow" alerts for potential risks [3]. - The system generates supervisory tasks automatically for all warning signals, ensuring timely handling and feedback on risk issues [3]. Group 3: Enhanced Evaluation Efficiency - The platform integrates various intelligent evaluation tools, freeing experts from repetitive tasks and enhancing the objectivity and efficiency of the evaluation process [4]. - Advanced comparison technologies allow for deep analysis of technical bids, quickly identifying similarities and plagiarism, which are common collusion behaviors [4]. - The platform can automatically verify bidders' qualifications and performance against external databases, significantly improving the efficiency and accuracy of compliance checks [4]. Group 4: Trustworthy Data Foundation - The platform integrates a digital identity system, requiring real-name authentication for participation, effectively preventing fraudulent activities [5]. - As the first trading platform in Hebei to join the national CA mutual recognition system, it facilitates nationwide digital certificate access, reducing institutional transaction costs and enhancing market participation [5]. - The successful upgrade of the electronic bidding and procurement platform marks a significant milestone in the group's digital transformation, addressing long-standing regulatory challenges in the procurement sector [5][6].

Core Viewpoint - The construction of a unified national market is a key measure for promoting economic quality development and serves as an important institutional guarantee for achieving Chinese-style modernization [9][10]. Group 1: Importance of a Unified National Market - The unified national market is essential for smooth domestic economic circulation and has significant practical implications in the current complex domestic and international economic environment [14]. - The establishment of a unified market is a natural trend in developing a socialist market economy and is crucial for enhancing China's competitiveness in international markets [6][10]. Group 2: Progress and Challenges - Various regions have actively promoted reforms for a unified market, achieving positive progress in improving market access systems and eliminating local protectionism [6][10]. - Despite positive outcomes, challenges remain, including market segmentation, local protectionism, and high institutional transaction costs that hinder the flow of production factors across regions [6][10]. Group 3: Principles for Reform - The construction of a high-level socialist market economy requires a combination of effective markets and proactive government intervention, ensuring fair competition and unified property rights protection [6][7]. - The approach should include both establishing new regulations and abolishing outdated ones that hinder the development of a unified market [7]. Group 4: Global Perspective and Openness - The construction of a unified market should align with "institutional openness," connecting domestic market rules with international standards, particularly in areas like data flow and intellectual property protection [7][10]. - This alignment will enhance the internationalization of the domestic market and support the new dual circulation development pattern [7]. Group 5: Future Directions - The unified national market is a major topic for effective governance and must be approached with a systematic mindset to fully leverage both central and local advantages [7][10]. - Continuous reforms are necessary to transform China's institutional advantages into robust social productivity and global competitiveness [7].

Core Viewpoint - The article emphasizes the importance of constructing a unified national market to support China's modernization efforts, highlighting the need for policy implementation to stimulate consumption and stabilize the real estate market [3][5]. Group 1: Economic Development Strategies - The government aims to accelerate the construction of a unified national market and expand domestic demand to boost consumption [3]. - There is a focus on promoting the replacement of old durable consumer goods to stabilize market expectations [4]. - The article discusses the need for a new model of real estate development to meet public expectations for quality housing [4]. Group 2: Market Integration and Reform - The construction of a unified national market is identified as a key task for deepening reforms, which is essential for facilitating domestic circulation and promoting high-quality economic development [5][6]. - The article notes that international experience shows that a unified market is a core feature of mature market economies, enhancing resource allocation efficiency [5]. - Various reforms are being implemented to eliminate market segmentation and improve fair competition, including the establishment of a unified electricity market and carbon market [6]. Group 3: Expert Insights and Recommendations - Experts from regulatory, academic, and industry backgrounds are invited to analyze the construction of a unified market from multiple dimensions, including market rule establishment and resource market reform [6][9]. - The article suggests that reducing market transaction costs and enhancing the legal framework for fair competition are critical for the successful implementation of a unified market [6][10]. - There is a call for the cultivation of data enterprises and the establishment of a unified data market to support the overall market integration efforts [9][10].

Group 1: High-Quality Belt and Road Initiative - The Chinese government aims to discuss a high-quality action plan for the Belt and Road Initiative with ASEAN and GCC countries, focusing on infrastructure, market rules, and payment systems [2][4]. Group 2: Anti-Monopoly and Fair Competition - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee emphasizes the need to enhance fair competition governance and address new challenges in the market [4][5]. Group 3: Modern Enterprise System - The Central Committee and State Council released opinions on improving the modern enterprise system, focusing on income distribution, management compensation, and corporate governance [8][9]. Group 4: Marketization of Resource and Environmental Factors - The government issued opinions to enhance the marketization of carbon emissions and water rights, aiming for a more active trading market by 2027 [11][12]. Group 5: Employment Public Service Model - The Ministry of Human Resources and Social Security proposed a precise employment public service model to improve job matching and support for unemployed individuals [14][15]. Group 6: Smart Supply Chain Development - Eight government departments released a plan to accelerate the development of smart supply chains across key sectors, aiming to reduce logistics costs and enhance supply chain integration [16][17].