此前发布的河南省"十五五"规划建议提出"支持郑州商品交易所优势再造，实施大宗商品集疏储运能力 提升行动，推进大宗商品储运基地、国际大宗商品交易中心建设，积极申建大宗商品资源配置枢纽"。 郑州大学商学院副教授罗兴表示，郑商所应抓住河南省"十五五"建设大宗商品储运基地、国际大宗商品 交易中心、大宗商品资源配置枢纽的历史机遇，将期货市场发展与河南省正在推进的大宗商品储运基 地、国际大宗商品交易中心建设紧密结合。 在上述受访人士看来，河南省政府工作报告中"促进要素资源自由流动"的表述，不仅着眼于省内，而且 意在推动区域要素市场一体化建设。郑商所作为立足郑州、辐射全国的金融基础设施，相关创新举措将 对区域要素流动产生积极影响。 2026年河南省政府工作报告全文近日发布。报告提出"支持郑商所品种工具创新，促进要素资源自由流 动"，这不仅为区域要素市场化配置注入了动力，同时也为郑州期货市场的进一步发展提供了政策支 持。 报告提出，突出建设循环枢纽。建设联通境内外、辐射东中西的物流通道枢纽，提升郑州国际航空物流 枢纽能级，加快中国邮政国际航空枢纽、洛阳等10个国家物流枢纽、商丘等5个国家骨干冷链物流基地 建设，持续降低社会物 ...

"苏州蓝皮书"既是一份全面梳理苏州每一年经济社会发展的"年度体检报告"，也是一份带着深度思 考、展望未来趋势的"战略参考书"。据市社科院有关人士介绍，该书自2023年开始连续推出，坚持围绕 中心、服务大局，贴近苏州实际，注重研究实效，形成"理论+数据+案例+建议"相结合的风格，具有连 续性、系统性、务实性和开放性的特点，汇集了政府部门、高校、智库和一线实践者等多方的智慧，是 观察苏州、研究苏州、建言苏州的一个重要窗口。 昨天（1月31日）下午，"苏州蓝皮书"《苏州经济社会发展报告（2026）》在苏州江村学院举办新 书发布会，来自上海、南京、苏州等地的专家学者齐聚，围绕"苏州高质量发展的实践路径"展开座谈， 为"十五五"时期苏州经济社会发展大局聚智献策。 今年的《苏州经济社会发展报告（2026）》由20篇专题报告构成，内容涵盖经济运行、新质生产 力、深化改革、区域协同、社会民生、文化建设等多个关键领域，在保持"蓝皮书"基本框架相对稳定的 基础上，进一步强化了对新兴领域和改革深水区的关注。重点突出三方面内容：一是系统总结过去一年 苏州的发展实践，全面反映2025年苏州在贯彻新发展理念、服务国家战略、推进"强富美高 ...

产业观察 [table_Header]2026.01.29 四大增长极经济与产业洞察报告（2025） 产业研究中心 摘要：聚焦四大战略区域 2025 年协同发展，解构要素配置与产业生态新格局 期 2026.01.18 [Table_Summary] 核心观点：区域协同、产业升级与统一大市场建设的联动是高质量发展的 关键支撑。四大增长极通过制度协同破除行政壁垒，要素市场化改革畅通 资源流动，形成"顶层引领+地方创新"的协同格局。产业层面呈现梯度分 工与集群化演进，长三角技术密集型产业领跑，粤港澳大湾区聚焦跨境融 合，京津冀疏解赋能并重，川渝强化双核联动。通过"要素流动—产业协 同 —市场统一"联动路径，推动区域从"集群化"迈向"链群化"，既发挥比 较优势实现差异化发展，又通过跨域平台与规则衔接强化协同，为全国构 建优势互补、高质量发展的区域经济布局提供实践支撑。 筑基与引领：2025 年四大区域聚焦制度协同、规则衔接与跨域合作，以顶 层规划与专项政策为支撑，形成"顶层引领+地方创新"的协同格局，筑牢 区域高质量发展制度根基。 破壁与赋能：要素市场化改革正推动资源配置逻辑从"区域内优化"向"跨 区域重组"转化。人 ...

Core Viewpoint - The seminar on the high-quality development of the property rights market during the "14th Five-Year Plan" was held in Changzhou, Jiangsu Province, focusing on the future development of the property rights market and the importance of inclusive reforms in the economic landscape [1][15]. Group 1: Economic Marketization and Reforms - Professor Chang Xiuzhe emphasized the need for reforms to focus on "factors" in the process of economic marketization, highlighting that 97.5% of prices in the goods and services sector have been liberalized, while the liberalization of factor markets remains slow [8]. - He proposed accelerating the reform of factor markets, including labor, land, capital, knowledge, technology, management, and data, to meet developmental needs [8][9]. - Chang also introduced the concept of inclusive reform, advocating for a structure that accommodates both state-owned and private enterprises, as well as a balance between market determination and government intervention [9]. Group 2: Framework of the Property Rights Market - The basic framework of the property rights market consists of three circles and three layers, with the outer circle focusing on the construction of a high-level socialist market economy system [10]. - The middle circle emphasizes the market economy system, aiming to fully leverage the market's role in resource allocation, which supports the core circle of building a high-standard market system [10]. - The core circle includes three essential components: protecting market entities, establishing a robust factor market, and ensuring the integration of supply-demand, pricing, and competition mechanisms [10]. Group 3: Social Credit and Compliance Management - Expert He Yabin highlighted the importance of building a social credit system and compliance management framework within the property rights industry, which aligns with the strategic goals of the central government and the requirements of the "14th Five-Year Plan" [12][14]. - He noted that social credit is crucial for the development of the property rights industry, while compliance management serves as a safeguard for operational standards [14]. Group 4: Historical Mission and Future Development - The "14th Five-Year Plan" assigns a significant historical mission to the property rights industry, indicating its critical role in connecting capital, technology, and data as a foundational facility for national strategy [15][17]. - The property rights market is expected to expand its business scope to cover seven categories and over 30 types of business by 2025, emphasizing the need for a unified platform for the disclosure of state-owned asset transaction projects [17].

（来源：中国改革报） 《重点任务清单》以"一个目标、两个作用、三个结合"的核心思路，明确7方面重点任务，勾勒出四川 和成都省市两级同题共答，推进要素市场化改革试点的清晰路径。这场覆盖土地、技术、人力、数据、 生态等多领域的系统性改革，正为四川、成都高质量发展注入强劲动能，也将为西部乃至全国要素市场 化改革提供可复制、可推广的实践经验。 一个目标、两个作用、三个结合 四川省发展改革委副主任梁武湖在发布会上介绍，此次成都开展要素市场化配置综合改革试点的核心目 标是：到2027年，全面完成国家部署的试点任务，传统要素配置效率显著提升，新型要素配置方式和价 值实现路径优化拓展，劳动生产率和全要素生产率持续提高，形成系列标志性改革成果，为经济高质量 发展提供坚实支撑。这一目标的提出，既呼应了国家顶层设计要求，也贴合成都作为成渝地区双城经济 圈极核城市的发展定位。 实现这一目标，离不开省、市两级的协同发力。据介绍，《重点任务清单》强化"两个作用"，明确省级 层面发挥综合统筹、协调指导、评估问效作用，要素主管部门做好改革授权和业务指导，及时破解重大 问题；市级层面则聚焦组织实施、大胆创新、差异探索，结合资源禀赋谋划牵引性强 ...

Core Viewpoint - The Central Economic Work Conference emphasizes the importance of economic work in 2026, focusing on the "Five Musts" to navigate the current economic landscape and enhance growth potential [1]. Group 1: Economic Potential - The conference highlights the need to fully tap into economic potential, leveraging China's complete industrial system, vast market scale, and rich talent resources to foster new growth points through consumption, investment, technology, and regional development [3][5]. Group 2: Policy Support and Reform - It is essential to combine policy support with reform and innovation, as demonstrated during the "14th Five-Year Plan" period, which effectively addressed various challenges and achieved significant accomplishments [7]. - The construction of a unified national market will be advanced, with the release of the "Negative List for Market Access (2025 Edition)" and the implementation of laws to promote the private economy and revise unfair competition regulations [8][9]. Group 3: Market Regulation - The conference stresses the importance of balancing market vitality and regulation, with measures to eliminate barriers to free flow of resources and enhance fair competition, particularly in the digital economy [10][12]. Group 4: Investment in People and Infrastructure - Investment strategies will focus on both physical assets and human resources, with increased fiscal spending in education, social security, and healthcare, aiming for a budget of nearly 4.5 trillion yuan for education, reflecting a 6.1% year-on-year increase [14][15]. - Infrastructure investment is also prioritized, with a reported 12.2% increase in equipment purchases and a 3.5% rise in private investment in infrastructure, indicating a strong commitment to economic support [16]. Group 5: Internal Resilience - The conference underscores the necessity of strengthening internal capabilities to face external challenges, with projections indicating a resilient economic growth rate of 5.0% for 2025 and 4.5% for 2026, despite various pressures [19][20].

Core Viewpoint - The city's economic operation is showing a positive trend in 2025, laying a foundation for the "14th Five-Year Plan" and the establishment of "five centers" [1] Group 1: Economic Development Strategy - In 2026, the municipal development and reform department will take the lead in achieving the goals of building a "national economic center" and will focus on four key areas [1] Group 2: Reform and Market Initiatives - Emphasis will be placed on reform awareness, particularly in promoting market-oriented reforms of factors, expanding asset securitization, and enhancing investment and financing mechanisms to establish a nationally influential venture capital center [1] Group 3: Project Implementation - There will be a strong focus on project awareness to accelerate the construction of infrastructure and major industrial projects, as well as to enhance consumer capacity through initiatives like trade-in programs [1] Group 4: Coordination and Collaboration - The strategy includes a high-level approach to promote regional collaboration, optimize traditional industries, and foster emerging and future industries, aiming for a smart economy in the city [1] Group 5: Market Environment - The plan aims to invigorate market entities, improve the market circulation system, and create a top-tier market environment, ensuring that policies benefiting enterprises are easily accessible [1]

Core Insights - Changzhou High-tech Zone has become a significant area for foreign investment, attracting global 500 companies to establish their operations, including headquarters and R&D centers, indicating a favorable business environment [1][5][10]. Group 1: Company Developments - Saint-Gobain, a global leader founded in 1665, established its factory in Changzhou in 2005 and has since expanded its gypsum powder business, with a production capacity of 34 million square meters of gypsum board and 16,500 tons of gypsum powder annually [5][7]. - The company relocated its China headquarters to Changzhou High-tech Zone in 2022, marking a strategic decision that reflects the region's supportive business environment and efficient government services [5][7]. - Alant New Materials has also made significant investments in Changzhou, focusing on high-performance materials for the new energy sector, with ongoing projects that leverage local industrial synergies [10][13]. Group 2: Economic Impact - In 2023, Saint-Gobain's factory in Changzhou generated nearly 500 million yuan in output, contributing to a total output of over 3 billion yuan for the company's operations in China [7]. - The Changzhou High-tech Zone has attracted 34 billion USD in foreign investment during the 14th Five-Year Plan period, with a total import and export volume exceeding 650 billion yuan, maintaining its position as the leading area in the city [15]. - The region has seen a doubling of foreign investment projects compared to the previous five-year period, with 121 new projects and an agreement investment amount of 2.036 billion USD [15]. Group 3: Environmental Initiatives - Saint-Gobain has implemented a green circular economy approach by utilizing desulfurized gypsum from power plants, achieving a utilization rate of over 96%, thus reducing reliance on natural gypsum and minimizing waste [7]. - The company has established a partnership with local power plants to convert industrial waste into high-quality gypsum products, demonstrating a commitment to sustainable practices [7]. Group 4: Future Outlook - The Changzhou High-tech Zone aims to enhance its open economy and promote high-quality industrial development, focusing on cross-border integration and collaboration among enterprises [22][24]. - The region is set to encourage foreign investment in headquarters and R&D centers, leveraging its strategic location and comprehensive service systems to support companies in exploring new markets [24][26].

Core Insights - Jinan's Laiwu District is focusing on becoming an advanced manufacturing center in the Yellow River Basin and a sub-center city, utilizing market-oriented reforms to stimulate regional development [1] Group 1: Land Resource Management - The district adheres to the principle of "protection first, intensive use," implementing a combination of strict red line policies, revitalizing existing land, and standard land supply [2] - During the 14th Five-Year Plan, a total of 302 land supply projects covering 25,464 acres were completed, generating revenue of 10.1 billion [2] - The district has established a lifecycle management mechanism for idle land, resolving 27 cases of idle land covering 1,636 acres over the past five years [2] Group 2: Talent and Innovation - A system focusing on "employment first, skills training, and entrepreneurship empowerment" has been developed to enhance innovation [3] - The district has conducted targeted skills training for 116,000 individuals, resulting in 43,300 new urban jobs and attracting over 20,000 young talents [3] - A comprehensive R&D platform has been established, including various national and provincial innovation centers, to support industrial upgrades [3] Group 3: Financial Services - A financial service system has been established to connect capital with the real economy, involving financial specialists and government-enterprise cooperation [4] - The district has conducted 2,732 enterprise visits, resulting in 944 credit agreements and financing projects totaling 20.476 billion [4] - Over 14,000 enterprises and individual businesses have received loans exceeding 2.6 billion [4] Group 4: Data Resource Management - The district is focusing on data as a new production factor, establishing a comprehensive management system to convert data resources into assets [6] - A total of 4,776 5G base stations have been built, achieving a 95% coverage rate in administrative villages, facilitating data flow [6] - The district has initiated digital transformation projects across 327 industrial enterprises, achieving a coverage rate of over 75% [6]

Core Viewpoint - The central economic work conference emphasizes "domestic demand as the main driver" as the top annual task, highlighting the need to enhance resident income growth and wealth accumulation to stimulate domestic consumption and address structural obstacles in the economy [1]. Group 1: Causes and Challenges - The release of resident consumption potential faces structural challenges that require coordinated policy efforts to promote consumption upgrades [2]. - Changes in population structure lead to increased savings tendencies, with the elderly population expected to reach 22.0% by the end of 2024, affecting consumption potential [2]. - The high proportion of real estate in household assets necessitates a stable real estate market to boost consumer confidence and wealth expectations [2]. - Structural contradictions in supply and demand across over 220 industrial sectors need optimization, with significant potential for consumption growth among low-income groups [2]. - Increased uncertainty in the international environment and fluctuations in external demand highlight the urgency of expanding domestic demand [2]. Group 2: Fundamental Solutions - To address low consumption, systemic reforms are essential, focusing on income growth, wealth security, and consumer confidence [3]. - Restructuring the income distribution pattern is crucial, aiming to increase labor compensation's share of GDP to over 60% and support low-income groups through various initiatives [3]. - Market-oriented reforms in financial, land, and labor sectors are necessary to broaden wealth accumulation channels and enhance residents' ability to generate income [4][5]. - Investment in human capital is vital, with a focus on education and vocational training to improve labor quality and adaptability to industry needs [5]. - Enhancing public service systems and increasing fiscal investment in social welfare can alleviate consumer concerns and stimulate spending [6]. Group 3: Conclusion - The strategy to expand domestic demand is fundamentally linked to the prosperity of the people, requiring a comprehensive approach across multiple sectors [7]. - With the implementation of policies aimed at income distribution reform and market-oriented changes, resident income is expected to rise steadily, unlocking consumption potential [7].