据悉，湛海跨海轮渡及线路工程是湛海高速铁路的重要组成部分，湛海高速铁路北起广东省湛江 市，向南经雷州、徐闻、海安至海南省海口市，接海南环岛高铁，其中琼州海峡过海轮渡工程航距长约 23千米，采用"人乘船过海"的方式。 日前举办的海南省交通运输"十四五"时期发展改革成效专场新闻发布会透露，目前，湛海高铁前期 工作正在快速推进，力争在"十五五"期间建成并投入运营。 海南日报讯 (海南日报全媒体记者 邵长春 王培琳)国家发展改革委近日批复(核准)新一批重大项 目，包括湛(江)海(口)跨海轮渡及线路工程，怀柔、崖州湾国家实验室重大科研平台，广州新机场，辽 东半岛水资源配置工程，大渡河丹巴水电站等，总投资超4000亿元，加快构建现代化基础设施体系。 湛海高铁建成后，将实现海南环岛高铁与全国高铁网络的无缝衔接、高效联动，构建起"岛内循环 畅通高效、岛外联动便捷顺畅"的现代化综合交通新格局，推动海南自贸港向区域重要交通枢纽跨越升 级，切实满足群众高品质出行需求与区域经济发展运输保障需要。 2025年10月，自然资源部公示了关于新建湛江至海口铁路项目海域使用论证的报告，此次湛(江)海 (口)跨海轮渡及线路工程项目获批，标志着项 ...

Group 1 - The core viewpoint emphasizes the need for tailored development of new productive forces, adhering to practical realities and specific analyses [1][4] - The National Development and Reform Commission (NDRC) advocates for a unified national strategy to optimize major productivity layouts and prevent redundant construction and "involution" competition [4] - Local advantages should be leveraged, encouraging regions to identify their roles in the national development framework and set reasonable goals based on their resources and industrial foundations [7] Group 2 - A modern infrastructure system is to be constructed, focusing on new infrastructure, comprehensive transportation systems, new energy infrastructure, and modern water networks [12] - There is a push for breakthroughs in key core technologies across various sectors, including integrated circuits, industrial mother machines, high-end instruments, basic software, advanced materials, and biomanufacturing [14] - Policies will be implemented to promote green finance and consumption, facilitating the green and low-carbon transformation in key areas such as industry, urban construction, transportation, and energy [17] Group 3 - The establishment of an open, shared, and secure national integrated data market and technology market is prioritized, alongside the development of technology finance to enhance capital market functions [19]

文章提出，一是优化提升传统产业，推动重点产业提质升级，提升产业链自主可控水平，促进制造业数 智化转型，巩固提升传统产业在全球产业分工中的地位和竞争力；二是培育壮大新兴产业，通过实施产 业创新工程和新技术新产品新场景大规模应用示范行动，供需两端共同发力，满足消费升级需求，创造 新的市场需求，着力打造出若干新兴支柱产业；三是前瞻布局未来产业，针对其不确定性，积极探索多 元技术路线、典型应用场景、可行商业模式、市场监管规则，健全适应新业态新模式新场景的管理办 法，着力打造出若干战略性新兴产业；四是促进服务业优质高效发展，把扩大开放摆在突出位置，深化 监管改革，完善政策支持体系，扩大优质经营主体，加强服务标准和质量品牌建设，推动生产性服务业 向专业化和价值链高端延伸、生活性服务业高品质多样化便利化发展；五是构建现代化基础设施体系， 统筹规划推进新型基础设施、现代化综合交通运输体系、新型能源基础设施、现代化水网等建设，优化 布局结构，促进集成融合，提升安全韧性和运营可持续性。 北京商报讯（记者 刘洋 卓洋）12月29日，国家发展改革委创新和高技术发展司在刊发的《因地制宜发 展新质生产力》署名文章中提出，在推进现代化产业 ...

Hot News - China has lodged solemn representations with the US regarding the latter's imposition of Section 301 tariffs on some Chinese semiconductor products [2] - Ukrainian President Zelensky had a good phone call with US President Trump's envoy and son - in - law, emphasizing efforts to end the conflict [2] - China's National Development and Reform Commission aims to strengthen coal supply and strategic reserves of coal - made oil and gas [2] - Iraq has lost about 4,500 megawatts of power - generation capacity due to the suspension of Iranian natural - gas supply [2] - China's relevant departments held a fertilizer supply - guarantee meeting, with PetroChina and Sinopec to sell sulfur at a flat price to key phosphate - fertilizer producers [3] Plate Performance - Key sectors to watch: Silver, Shanghai copper, coke, Shanghai nickel, PVC [4] - Night - session performance of commodity futures: Non - metallic building materials rose 2.20%, precious metals 34.70%, oilseeds 7.74%, soft commodities 3.12%, non - ferrous metals 24.89%, coal - coking - steel - ore 10.21%, energy 2.23%, chemicals 10.35%, grains 1.18%, and agricultural and sideline products 3.39% [4] Asset Performance Equity - Shanghai Composite Index: daily increase of 0.47%, monthly increase of 1.83%, annual increase of 18.14% - S&P 500: daily unchanged, monthly increase of 1.21%, annual increase of 17.86% - Hang Seng Index: daily unchanged, monthly decrease of 0.15%, annual increase of 28.71% [6] Fixed - income - 10 - year Treasury bond futures: daily decrease of 0.02%, monthly increase of 0.24%, annual decrease of 0.67% - 5 - year Treasury bond futures: daily decrease of 0.03%, monthly increase of 0.23%, annual decrease of 0.52% [6] Commodity - CRB Commodity Index: daily unchanged, monthly decrease of 0.02%, annual increase of 1.58% - WTI crude oil: daily unchanged, monthly increase of 0.17%, annual decrease of 18.66% - London spot gold: daily unchanged, monthly increase of 6.18%, annual increase of 70.70% [6] Other - US Dollar Index: daily unchanged, monthly decrease of 1.49%, annual decrease of 9.70% - CBOE Volatility Index: daily unchanged, monthly decrease of 17.61%, annual decrease of 22.36% [6]

发改委明确"十五五"基建投资重点方向 商务部周四举行例行记者会。有媒体提问称，美东时间12月23日，美国贸易代表办公室发布针对中国半 导体政策301调查结果，宣布对部分中国半导体产品加征301关税，目前税率为0%，18个月后即2027年 的6月再提高税率，请问商务部对此有何评论？对此，商务部新闻发言人何咏前表示，中方注意到有关 情况，已通过中美经贸磋商机制向美方提出严正交涉。中方不认同美方301调查的所谓结论，坚决反对 美对华半导体产品加征301关税。 国家发展改革委基础设施发展司发布文章《加快构建现代化基础设施体系》。文章对"十五五"时期的基 础设施投资作出最新部署，涉及交通、能源等多个重点领域。发改委表示，交通领域，要高质量建设沿 海沿边沿江、出疆入藏、西部陆海新通道等战略骨干通道，完善铁路、公路、水运、民航等交通网络， 加快补齐西部、边境等薄弱地区交通短板，加强基础设施更新和数智化改造，健全多元化、韧性强的国 际运输通道体系。 商务部回应美将对中国半导体加征301关税 ...

Core Viewpoint - The 20th Central Committee's Fourth Plenary Session emphasizes the construction of a modern infrastructure system as a crucial task for building a modern industrial system and strengthening the foundation of the real economy [1] Group 1: Importance of Modern Infrastructure - Infrastructure plays a strategic, foundational, and leading role in national development, significantly impacting economic and social progress [2] - The Central Committee has consistently promoted the construction of a modern infrastructure system, recognizing its importance for long-term national development [2] - Infrastructure is essential for industrial development and serves as a critical component of the modern industrial system, reflecting a country's development level and civilization [2] Group 2: New Quality Productivity - The development of a modern infrastructure system is vital for nurturing new quality productivity, as historical innovations have relied on corresponding infrastructure [3] - Modern infrastructure networks facilitate the flow of technological innovation and production factors, enhancing efficiency and reducing costs [3] Group 3: Current Challenges - There are significant gaps in China's infrastructure compared to developed countries, with issues such as insufficient coordination and resilience in key areas [4] Group 4: Characteristics of Modern Infrastructure - The modern infrastructure system must be advanced, systematic, efficient, safe, and green, aligning with the needs of a socialist modernized nation [5] - Emphasis on integrating advanced technology with economic benefits is crucial for modern infrastructure development [5] Group 5: Transition to Systematic Planning - There is a need to shift from single-domain planning to cross-domain systematic planning for infrastructure, addressing imbalances and structural issues [6][7] Group 6: Development Direction - The development of modern infrastructure should focus on intelligence, greenness, and integration, leveraging new technologies for enhanced efficiency and sustainability [8] Group 7: Key Tasks for the 14th Five-Year Plan - The 14th Five-Year Plan aims to consolidate and expand China's infrastructure advantages, focusing on modernizing transportation and energy systems while enhancing safety and resilience [9][12] Group 8: New Energy Infrastructure - The new energy infrastructure will prioritize non-fossil energy sources and develop a new power system, aiming for a significant increase in clean energy supply [12] Group 9: Modern Water Network - The construction of a modern water network is essential for national public service systems, focusing on flood control and efficient water resource management [13] Group 10: Urban Infrastructure Resilience - Enhancing urban infrastructure to support both daily functions and emergency responses is critical for improving resilience and sustainability [14]

冬日的胶州湾，虽有海风凛冽，却难掩这片土地上的建设热潮。青岛国际邮轮港区的规划沙盘上，巨大的弧 形屋顶建筑"世界之眼"眺望远方。这里曾是老城区的"边缘地带"，如今正经历着一场由政策性金融"活水"助 力的蜕变。 现代化的基础设施是现代化产业体系的重要保障。《中共中央关于制定国民经济和社会发展第十五个五年规 划的建议》明确提出，构建现代化基础设施体系。政策性金融"活水"如何助力现代化基础设施体系提质升 级？近日，记者来到青岛探寻答案。 提供超长期资金 "青岛人均水资源量只有全国平均水平的9.5%，资源性缺水是城市发展的一大制约。"在官路水库的建设现 场，青岛官路水库公司副总经理董国富指着工程示意图介绍，官路水库是国家水网重要节点，是南水北调东 线重要调蓄工程。官路水库及输配水工程（一期）系列项目合计总投资逾170亿元，这项重大水利工程建成后 将使青岛拥有120天以上的水源储备能力。 国开行正是"长钱"和"耐心"资金的提供者，其牵头组建了100亿元贷款银团，其中自身占比35%、贷款期限长 达36年。"对于这种跨越时期较长的重大工程，短期贷款往往难以匹配。"国开行青岛市分行客户二处处长梁 伟解释，"我们提供的超长期限 ...

盛阅春强调，要强化要素保障，做好融资、用地、审批等工作，为推进重点项目落地建 设提供保障。要加强市、区工作统筹，市级层面建立定期研究工作机制，各部门各单位各司 其职、各负其责，做好协调配合，形成工作合力，及时协调解决项目推进中的难点堵点问 题，加快把项目"规划图"变成"实景图"。 市领导刘子清、陈劲超、曾晟、张斐参加会议。 编辑：胡之澜 12月7日，市委召开专题会议研究"十五五"时期水网、电网、路网"三网"建设工作，省 委常委、市委书记盛阅春主持会议并强调，要深入贯彻落实党的二十届四中全会精神和习近 平总书记考察湖北重要讲话精神，认真落实省委决策部署，按照"补短、联网、提能、安 全、生态"要求，推动我市"三网"规划建设提速提质，加快构建现代化基础设施体系，为全 力打造"五个中心"、全面建设现代化大武汉打下坚实基础。市委副书记、代市长熊征宇出席 会议。 会上，市发改委、市水务局、市交通运输局、市自然资源和城建局、国网武汉供电公司 汇报了水网、电网、高速公路网、铁路枢纽及客货运环线、轨道交通等建设谋划有关情况， 相关单位讨论交流发言。 认真听取发言后，盛阅春指出，"三网"建设既是提升城市安全韧性、支撑经济社会发展 ...

Core Viewpoint - Changsha Bank (601577) is focusing on optimizing its public business, particularly in infrastructure and industry support, while also managing its liabilities and improving investment returns [1][2][3][4]. Group 1: Business Focus - The bank is prioritizing infrastructure business optimization in line with national policies to enhance modern infrastructure systems [2]. - It aims to penetrate key local projects and industry chains, providing targeted marketing and financial services [2]. - The bank is also focusing on supporting traditional industries in technological upgrades and fostering new industrial clusters [2]. Group 2: Liability Management - The bank anticipates a steady improvement in liability costs over the next three years, emphasizing the management of high-cost deposits [3]. - Strategies include pricing authority, quota management, and performance assessments to encourage low-cost deposits [3]. Group 3: Investment Performance - The bank reported a significant increase in investment income due to proactive market engagement and adjustments in investment strategies [4]. - The investment strategy focuses on optimizing asset allocation and enhancing trading activities to capitalize on market fluctuations [4]. Group 4: Financial Performance - For the first three quarters of 2025, the bank's main revenue reached 19.721 billion, a year-on-year increase of 1.29%, with net profit rising to 6.557 billion, up 6.0% [6]. - In Q3 2025 alone, the bank's main revenue was 6.472 billion, reflecting a 0.68% increase year-on-year, while net profit for the quarter was 2.229 billion, up 7.88% [6]. Group 5: Market Sentiment - Over the past 90 days, seven institutions have rated the stock, with six buy ratings and one hold rating, indicating positive market sentiment [7]. - The average target price set by institutions is 10.42 [7].

贯彻落实四中全会精神，下一步，河南将全面强化综合运输通道功能，通过交通枢纽建设融入服务 全国统一大市场。 陕西：加快完善现代化综合交通运输体系 眼下，西安至延安高速铁路正在试运行，这条陕北革命老区首条高铁将于下个月全线开通。届时， 西安至延安的铁路运行时间将从现在的2个半小时缩短至1个小时左右，为革命老区的发展注入新动能。 党的二十届四中全会提出，要加快建设交通强国，构建现代化基础设施体系。河南、陕西充分发挥 区位优势，不断完善现代综合交通运输体系，推动高质量发展。 河南：加快交通枢纽建设 融入服务全国统一大市场 进入11月，河南重大交通项目建设稳步推进。月初平顶山港通航运营，千吨级船舶直抵江淮，豫西 地区实现"通江达海"；沿黄高速公路加紧施工，将于年底通车；商丘机场日前开工建设，豫东地区新添 一条重要空中通道。 河南地处中原腹地，是连接华北、华东、华中的重要枢纽。"十四五"期间，河南全省综合交通网总 规模达29.2万公里，比"十三五"末增加1.4万公里。高速公路新增里程超2900公里，17个地级市全部开通 高铁，内河航道通航里程达1825公里。郑州国际陆港核心功能区正式启用，10个物流枢纽被纳入国家物 流枢 ...