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【研选行业+公司】设备更新+重大项目双轮驱动,3只龙头股成配置优选
第一财经· 2025-11-01 12:05
【今日速览】 ①行业迎"设备更新+重大项目"双轮驱动,长期增长确定性强!3只龙头股成配置优选; ②三年净利剑指3.31亿!这家汽车热管理龙头绑定头部车企,机器人六维力传感器送样在即,打开 第二增长空间。 前言 券商研报信息复杂?机构调研数据过时?屡屡错失投资机会?那是你不会挖!想知道哪份研报有用?什 么时候该看?《研报金选》满足你!每日拆解热门产业链或核心公司,快市场一步的投研思维+严苛的 研报选择标准+几近偏执的超预期挖掘,游资私募都在用! 【金选回顾】 《研报金选》自6月18日推出以来,反复提示固态电池行业投资机会,截至目前板块整体上涨接近 40%,相关个股如先导智能期间最高涨幅超190%。 点击付费阅读,解锁市场最强音,把握投资机会! ...
“十四五”重大项目复盘与“十五五”展望|宏观经济
清华金融评论· 2025-09-26 09:14
Core Viewpoint - The upcoming 14th National Congress will discuss the "14th Five-Year Plan" and its major projects, which will reflect the strategic intentions and medium-to-long-term goals of the country, guiding future policies and resource allocations [4][5][6]. Summary by Sections Major Project Positioning and Classification - Major projects in the Five-Year Plans are essential for reflecting national strategic intentions and medium-to-long-term goals, serving as the core direction for policy resources and funding [6][8]. - There is no unified standard for defining major projects, but they generally need to align with high-quality development and national industrial policies [6][7]. - Major projects are categorized into infrastructure, industrial, livelihood, and ecological projects, with local adaptations based on regional development plans [6][7]. Historical Review of Major Projects - Since the first Five-Year Plan in 1953, major projects have evolved from focusing on heavy industry to encompassing infrastructure, technology, and ecological initiatives [11][12]. - The "14th Five-Year Plan" emphasizes high-quality development, green low-carbon initiatives, and technological innovation, reflecting a shift in national strategic focus [12][15]. Implementation Mechanisms - The implementation of major projects is supported by a series of policies to ensure smooth execution, including streamlined approval processes and enhanced funding mechanisms [8][9][10]. - The "13th Five-Year Plan" introduced a systematic approach to major projects, emphasizing a "list-style" method for effective implementation [15]. Upcoming "15th Five-Year Plan" Major Projects - The "15th Five-Year Plan" is expected to continue the focus on livelihood, technology, infrastructure, ecological construction, and security projects, building on the previous plan's objectives [20][21]. - Local governments are actively planning major projects that align with national strategies while addressing regional needs, particularly in infrastructure and technology innovation [21][23]. Specific Project Examples - Significant projects under the "14th Five-Year Plan" include major water conservancy projects, transportation infrastructure, and initiatives in artificial intelligence and green energy [16][19][22]. - Local plans for the "15th Five-Year Plan" include substantial investments in waterway construction and technology-driven projects, with some regions planning over 500 major projects with total investments exceeding 180 billion [22][24].