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21社论丨协调好创新与竞争,推动高质量发展
Group 1 - The current consensus in the market is to combat "involutionary" competition through legal and market measures, stabilizing market prices and promoting the orderly exit of backward production capacity [1] - The complex causes of "involutionary" competition include local governments using industrial policies for inter-regional capacity investment competition, leading to overcapacity and price competition in related industries [1] - The shift to high-quality development emphasizes the importance of the real economy, with a focus on developing emerging industries and promoting the transformation and upgrading of manufacturing [1] Group 2 - Industrial policies and competition policies have coexisted in China, with industrial policies being necessary for promoting technological innovation and industrial upgrading, but they should be based on competitive policies [2] - The experience of Japan suggests that an overemphasis on industrial policies can lead to low growth, highlighting the need for a balance between industrial and competition policies during different growth phases [2] - During the high-quality development phase, the main drivers of economic growth are innovation and the market's ability to shift resources from low productivity to high productivity sectors [3] Group 3 - The need for a coordinated approach between industrial policies and macroeconomic policies is crucial to avoid asset bubbles and ensure effective resource allocation [3] - When industrial policies are misused by local governments for quantity-based expansion, it can lead to "involutionary" competition, reducing corporate profits and hindering innovation investment [3] - Establishing a unified national market is essential for ensuring fair competition and effective resource allocation [4] Group 4 - There is an urgent need to establish a system and institutional guarantees for achieving high-quality development, with central government-led industrial policies to promote innovation and industrial upgrading [4] - A well-coordinated relationship between industrial and competition policies is necessary to prevent local governments from undermining fair competition rules [4] - Improving the assessment systems for high-quality development and local government performance can help avoid the distortion of industrial policies into tools for regional competition [4]
建信期货多晶硅日报-20250708
Jian Xin Qi Huo· 2025-07-08 01:21
多晶硅日报 油) 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号:F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号:F3037892 硅)028-8663 0631 penghaozhou@ccb.ccbfutures.com 期货从业资格号:F3065843 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号:F3075681 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号:F03094925 研究员:李金(甲醇) 021-60635730 lijin@ccb.ccbfutures.com 期货从业资格号:F3015157 研究员:冯泽仁(玻璃纯碱) 021-60635727 fengzeren@ccb.ccbfutures.com 期货从业资格号:F03134307 行业 日期 2025 年 07 月 08 日 能源化工研究团队 研究员:李捷,CFA(原油燃料 研究员:任俊弛(PTA/MEG) ...
中国“十五五”规划将为世界提供“机会清单”
Zhong Guo Xin Wen Wang· 2025-06-28 08:13
自5月20日起,"十五五"规划编制工作开展网络征求意见活动。今年"十五五"规划相关工作节点比以往 开始得还要早,充分显示出党中央对五年规划的重视。 当前制定"十五五"规划的内外部大环境相较于"十四五"期间发生了明显变化。 从国内环境看,相比于"十四五"规划,党的二十大报告根据形势的变化和认识的深化,在2035年远景目 标的阐述上作出一定调整,进一步明确了基本实现现代化的方向指引,这也将为"十五五"规划的编制锚 定目标方向。此外,当下国内经济面临的稳增长压力比五年前更复杂,一些中长期的困难和挑战已经浮 现,比如人口问题、外部的输入性风险等。 《中共中央关于进一步全面深化改革、推进中国式现代化的决定》(以下简称《决定》)共提出300多项 重要改革举措,目前正在陆续出台实施,"十五五"规划也会将与之相关的改革举措纳入其中。特别是 《决定》对"完善市场经济基础制度"作出的部署安排非常重要,涵盖产权保护、市场准入、公平竞争、 社会信用体系等四个基础性制度。这关乎我国市场经济的竞争力和社会信心,近期有关的法律规定已陆 续出台,"十五五"期间各地各有关部门要将这些基础性制度真正贯彻落实,才能为经济发展带来积极效 应。从下一 ...