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国庆大事9看点:喜大于忧、乘势而上
GOLDEN SUN SECURITIES· 2025-10-09 00:30
Group 1 - The report highlights that the macro environment remains favorable for the market, suggesting a positive outlook and encouraging investors to adopt an optimistic stance [4] - The report notes significant events during the National Day holiday, including the rise of the Nikkei index, new highs in gold prices, and a slight increase in both China and US PMI [4] - The report emphasizes the importance of the upcoming Fourth Plenary Session of the Central Committee, scheduled for October 20-23, which is expected to provide further insights into economic policies [4] Group 2 - The report recommends focusing on Hong Kong stocks with strong earnings elasticity, such as the WanGuo Gold Group, and growth-oriented energy companies like China Qinfa [5] - It suggests paying attention to automotive new forces with strong product cycles and growth potential, including Li Auto and Xpeng Motors [5][7] - The report indicates that the technology sector is experiencing divergence, with electronics and computing performing relatively well, while telecommunications and media lag behind [6] Group 3 - The report discusses the banking sector's transformation from a traditional "fund intermediary" to a "core hub for factor allocation," driven by comprehensive reform trials in ten regions [12][14] - It highlights that the banking sector is expected to benefit from long-term reform dividends, leading to valuation recovery and profit enhancement [16][17] - The report emphasizes the need for banks to enhance their risk management capabilities and financial technology applications to create value [17] Group 4 - The report outlines the growth potential of the domestic satellite commercialization sector, driven by policy support and the rapid deployment of low-orbit satellites [34][35] - It mentions the acceleration of satellite launches and the establishment of a commercial application demonstration year for satellite internet services [36] - The report identifies relevant companies in the satellite communication space, such as Putian Technology and China Satellite [38] Group 5 - The report indicates that the financial attributes of metals are being driven by market dynamics, with gold prices reflecting a weakening of dollar credit [40] - It discusses the implications of the current economic cycle on the demand for precious metals as a wealth storage tool [40] - The report suggests that the steel sector is also influenced by financial attributes, with ongoing market adjustments expected [40]
勇当要素市场化配置改革的“拓荒牛”
Ren Min Ri Bao· 2025-09-30 04:17
近期,国务院印发《关于全国部分地区要素市场化配置综合改革试点实施方案的批复》(以下简称《批 复》)。"要素市场化配置改革"迅速成为社会关注的焦点。这是对广大党员干部担当精神和攻坚能力的 又一次集中检验。 "市场化配置"是此次改革的鲜明主线,关键在于正确处理政府与市场的关系,实现"发挥市场在资源配 置中起决定性作用"和"更好发挥政府作用"的有机统一。过去,在要素流通中,在资源配置中,一些地 方和部门习惯运用行政手段,进行调控甚至干预。如今,政府的角色应更多地转向市场规则的制定者、 市场秩序的维护者、公共服务的提供者。对党员干部而言,这其实就是一场深刻的"自我革命",需要克 服"不舍得放权""不放心市场"的惯性思维,需要提升通过市场化、法治化方式管理经济的能力,需要主 动摒弃不合时宜的工作方式。 再看"要素",这是一项新课题。长期以来,商品市场发育成熟,大多数商品和服务依供需关系,自由流 动、市场定价。相比之下,要素市场发育不够健全。以劳动力为例,户籍壁垒、社保衔接、结构性就业 矛盾等问题,都在不同程度上制约了劳动力的自由流动和高效配置。从商品市场化到要素市场化,正是 社会主义市场经济向更深层次、更高质量发展的内 ...
勇当要素市场化配置改革的“拓荒牛”(金台潮声)
Ren Min Ri Bao· 2025-09-29 22:13
"市场化配置"是此次改革的鲜明主线,关键在于正确处理政府与市场的关系,实现"发挥市场在资源配 置中起决定性作用"和"更好发挥政府作用"的有机统一。过去,在要素流通中,在资源配置中,一些地 方和部门习惯运用行政手段,进行调控甚至干预。如今,政府的角色应更多地转向市场规则的制定者、 市场秩序的维护者、公共服务的提供者。对党员干部而言,这其实就是一场深刻的"自我革命",需要克 服"不舍得放权""不放心市场"的惯性思维,需要提升通过市场化、法治化方式管理经济的能力,需要主 动摒弃不合时宜的工作方式。 再看"要素",这是一项新课题。长期以来,商品市场发育成熟,大多数商品和服务依供需关系,自由流 动、市场定价。相比之下,要素市场发育不够健全。以劳动力为例,户籍壁垒、社保衔接、结构性就业 矛盾等问题,都在不同程度上制约了劳动力的自由流动和高效配置。从商品市场化到要素市场化,正是 社会主义市场经济向更深层次、更高质量发展的内在要求。细读《批复》可以发现,改革既涉及土地、 劳动力、资本等传统要素,要破除流动障碍、提高配置效率;也涵盖技术、数据等新兴要素,要在确 权、定价、流通、收益等方面探索突破。很多问题没有现成答案,迫切需要 ...
都市圈新信号释放:中国城市竞争 正从“虹吸”转向“协同”
近期,南京都市圈已经启动了新一轮发展规划编制工作。作为我国第一个获批的都市圈,其上一轮规划 已到期,更新规划也意味着开启现代化都市圈建设新阶段。 现代化都市圈规划建设始于2019年。当年,国家发改委出台了《关于培育发展现代化都市圈的指导意 见》,明确提出培育发展一批现代化都市圈,形成区域竞争新优势。 截至目前,获得国家发改委函复的国家级都市圈已经增至17个,分别是南京、福州、成都、长株潭、西 安、重庆、武汉、沈阳、杭州、郑州、广州、深圳、青岛、济南、厦漳泉、合肥和石家庄都市圈。 其中,南京、福州、成都、长株潭、西安、重庆等较早获批的都市圈,规划期都是到2025年,这些都市 圈也将启动新一轮规划编制。 21世纪经济报道梳理发现,今年9月,《济南都市圈国土空间规划(2025–2035 年)》公开征求意见, 南京、成都、福州、郑州、深圳、青岛等都市圈也有最新规划动向,空间格局、合作机制、同城化是规 划重点方向。 同城化提升 目前,南京都市圈正处于从"地理临近"向"功能提升"转变的阶段,重心是轨道一体化与一小时通勤、产 业协同与供应链对接、公共服务共建、实现跨省协同治理。 江苏省社科院社会政策所所长张春龙告诉21世纪 ...
南京都市圈GDP突破5.4万亿,中国城市竞争释放新信号
记者丨柳宁馨 编辑丨周上祺 近期,南京都市圈已经启动了新一轮发展规划编制工作。作为我国第一个获批的都市圈,其上一轮规划 已到期,更新规划也意味着开启现代化都市圈建设新阶段。2024年南京都市圈地区生产总值超5.4万亿 元,综合实力位居全国都市圈前列。 (南京主城区夜景,拍摄:柳宁馨) 现代化都市圈规划建设始于2019年。当年,国家发改委出台了《关于培育发展现代化都市圈的指导意 见》,明确提出培育发展一批现代化都市圈,形成区域竞争新优势。 截至目前,获得国家发改委函复的国家级都市圈已经增至17个,分别是南京、福州、成都、长株潭、西 安、重庆、武汉、沈阳、杭州、郑州、广州、深圳、青岛、济南、厦漳泉、合肥和石家庄都市圈。 其中,南京、福州、成都、长株潭、西安、重庆等较早获批的都市圈,规划期都是到2025年,这些都市 圈也将启动新一轮规划编制。 21世纪经济报道梳理发现,今年9月,《济南都市圈国土空间规划(2025–2035 年)》公开征求意见, 南京、成都、福州、郑州、深圳、青岛等都市圈也有最新规划动向,空间格局、合作机制、同城化是规 划重点方向。 不过,南京都市圈新一轮规划需补上多方面短板。张春龙认为,交通上,宁 ...
都市圈新信号释放:中国城市竞争,正从“虹吸”转向“协同”
南京、福州、成都、长株潭、西安、重庆等较早获批的都市圈,规划期都是到2025年,这些都市圈也将 启动新一轮规划编制。 近期,南京都市圈已经启动了新一轮发展规划编制工作。作为我国第一个获批的都市圈,其上一轮规划 已到期,更新规划也意味着开启现代化都市圈建设新阶段。 截至目前,获得国家发改委函复的国家级都市圈已经增至17个,分别是南京、福州、成都、长株潭、西 安、重庆、武汉、沈阳、杭州、郑州、广州、深圳、青岛、济南、厦漳泉、合肥和石家庄都市圈。 其中,南京、福州、成都、长株潭、西安、重庆等较早获批的都市圈,规划期都是到2025年,这些都市 圈也将启动新一轮规划编制。 21世纪经济报道梳理发现,今年9月,《济南都市圈国土空间规划(2025–2035 年)》公开征求意见, 南京、成都、福州、郑州、深圳、青岛等都市圈也有最新规划动向,空间格局、合作机制、同城化是规 划重点方向。 同城化提升 目前,南京都市圈正处于从"地理临近"向"功能提升"转变的阶段,重心是轨道一体化与一小时通勤、产 业协同与供应链对接、公共服务共建、实现跨省协同治理。 江苏省社科院社会政策所所长张春龙告诉21世纪经济报道记者,南京都市圈同城化与产业协 ...
“中国鞋都”产销两旺 招引跨境电商平台集聚
Zhong Guo Xin Wen Wang· 2025-09-19 08:49
Core Insights - The event in Wenzhou highlighted the growing collaboration between local shoe manufacturers and cross-border e-commerce platforms, with a transaction volume of nearly 650 million RMB on the day of the event [1] - The shoe industry in Wenzhou is projected to achieve an output value of 15.2 billion RMB in 2024, reflecting a year-on-year growth of 10.9% [1] - The integration of traditional manufacturing with digital transformation is seen as a key strategy for Wenzhou's fashion industry to compete in the cross-border market [2] Industry Developments - The "Ten Chains, Hundred Events, Ten Thousand Enterprises" initiative aims to enhance collaboration between various stakeholders in the shoe industry, fostering a "creative + craftsmanship" model [2] - Wenzhou's cross-border e-commerce exports are expected to grow by 28.6% in 2024, contributing to a total foreign trade export of 52.5 billion RMB, which is a 21.4% increase year-on-year [4] - The region is becoming a hub for cross-border e-commerce, with a 20-fold increase in import and export volume over the past three years, and cross-border e-commerce now accounting for 10% of foreign trade exports [4] Digital Economy and Innovation - The approval of the "Hangzhou-Ningbo-Wenzhou" pilot for market-oriented resource allocation is anticipated to boost the digital economy in Wenzhou [3] - The integration of AI in production and sales processes is expected to create a new global pathway for Chinese enterprises, enhancing operational efficiency and cost structure [4]
要素市场堵点难点如何破解
Jing Ji Ri Bao· 2025-09-17 22:07
日前,国务院批准在北京城市副中心、苏南重点城市、杭甬温等10个地区开展要素市场化配置综合改革 试点,标志着我国要素市场化改革已从顶层设计步入具体实操阶段。 在国务院政策例行吹风会上,国家发展改革委副主任李春临表示,此次综合改革试点具有试点地区范围 广、要素领域覆盖全、试点举措任务实、全国示范意义强等特点,对于进一步完善要素市场体系和市场 机制,促进要素资源跨区域、跨领域顺畅流动,实现资源配置效率最优化、效益最大化,推动经济高质 量发展具有重要意义。 协同推进打通堵点难点 打通科技成果转化链条、研究探索建立国有企业研发准备金制度;深化产业用地市场化改革、盘活存量 土地和低效建设用地;加强资源环境市场制度建设,构建绿色要素交易机制……围绕当前要素市场领域 存在的堵点难点,试点地区提出了一系列综合举措。 深入推动要素市场化配置综合改革试点、建设完善的统一要素资源市场,是实现要素创新性配置、保障 生产要素按照市场规则在全国统一市场范围内顺畅流动的基础支撑。中国宏观经济学会会长徐善长表 示,此次综合改革试点任务的谋划和安排非常明确,即以应用为牵引、以技术为支撑、以市场为纽带, 加快形成"技术突破—场景验证—产业应用—体 ...
中国改革报 | 福建省要素市场化配置改革取得积极成效
Sou Hu Cai Jing· 2025-09-17 10:29
□ 中国发展改革报社记者 丁南 国务院日前印发《关于全国部分地区要素市场化配置综合改革试点实施方案的批复》,在包括福建省福 厦泉在内的全国10个地区开展要素市场化配置综合改革试点。根据国务院批复同意的《福厦泉要素市场 化配置综合改革试点实施方案》,此次试点范围包括福州市、厦门市、泉州市全域,涉及7个方面20项 举措。 记者从福建省发展改革委了解到,福建省高度重视要素市场化改革工作,把深化要素市场化改革作为融 入全国统一大市场建设的重要环节和提高全要素生产率、推动全方位高质量发展的关键一招。福建省发 展改革委会同省有关部门积极探索推进省级事权层面的要素市场化配置改革,取得阶段性成效。 土地要素方面:从"赋权"和"盘活"入手 据介绍,福建已下放部分省级土地管理权限,将省政府可授权的农用地转建设用地、土地征收及成片开 发方案审批事项,委托福州市、厦门市、泉州市政府审批。 早在2022年9月,经国务院批准,泉州市成为全国首批开展盘活利用低效用地试点城市。此次国务院批 复的试点方案,进一步明确支持厦门市、泉州市探索低效工业用地再开发,通过产业升级、土地收储等 措施盘活存量土地,进一步提高土地要素配置效率。 "农地入市" ...
落户规则改了!长三角、大湾区、成渝等城市,将互认居住、社保年限
第一财经· 2025-09-16 14:25
Core Viewpoint - The article discusses the new round of household registration system reform in China, focusing on the implementation of cumulative mutual recognition of residence and social security years within urban agglomerations, which aims to facilitate easier settlement in major cities for individuals working and living across different cities [3][4]. Summary by Sections Overview of the Reform - The reform allows for the cumulative recognition of residence and social security years across cities within urban clusters, significantly lowering the barriers for settling in large cities [5][6]. Pilot Areas - The State Council has approved pilot reform plans in ten regions, including key cities in Jiangsu, Zhejiang, and the Guangdong-Hong Kong-Macau Greater Bay Area, to implement this mutual recognition [3][5]. Specific City Initiatives - In the Suzhou area, residents can transfer their residence and social security years without starting anew when moving between five key cities [5]. - The Hangzhou-Ningbo-Wenzhou area will implement a similar system, promoting the use of electronic residence permits and public services based on resident population [6]. - The Chang-Zhu-Tan area supports relaxed settlement policies and mutual recognition of residence years and residence permits [6]. Historical Context and Future Directions - The concept of cumulative mutual recognition was first proposed in early 2019, with ongoing local explorations in provinces like Jiangsu and Zhejiang [7][8]. - The reform aims to break down institutional barriers to the free flow of labor and talent, enhancing the ability to attract and retain talent in urban areas [10]. Key Measures and Challenges - The reform includes expanding the rights and benefits for residence permit holders and linking public service provision to the resident population size [11]. - A significant challenge remains in ensuring that new residents receive equal access to public services such as education and healthcare, which requires substantial financial investment [10].