1月13日《地方两会的"信息点"》 1月15日《浙江率先开局》 1月26日《北京GDP目标维持在5%左右》 1月17日《广东浙江均设置区间目标》 文 ： 华创证券首席经济学家 张瑜（执业证号：S0360518090001） 联系人： 陆银波（15210860866） 袁玲玲（微信 Yuen43） 往期重点内容 | | | | 已召开会议18省市GDP目标情况(去年基本实现目标标黄色) | | | | --- | --- | --- | --- | --- | --- | | 分类 | | 省份 | 今年目标 | 去年目标 | 去年实际 | | | | 广东 | 4.5-5,在实际工作中全力争 | 5左右 | 3.9% | | | 下调约 | | 取更好结果 | | | | 调整为 区间目 | 0.5个点 | 浙江 | 5-5.5,在实际工作中努力争 | 5.5左右 | 5.5% | | | | | 取更好结果 | | | | 标 | | 新疆 | 5-5.5 | 6左右 | 5.5% | | | 上调约 0.5个点 | 江西 | 5-5.5 | 5左右 | 5.2% | | | | 河南 | 5左右,在实际工 ...

Core Viewpoint - The article emphasizes the commitment of the local government in Yanjing County to implement high-quality development strategies, focusing on ecological advantages and the integration of various industries to promote sustainable growth and improve living standards. Group 1: Industry Development - The county aims to promote "three industries in parallel," focusing on ecological agriculture with tea, edible fungi, and traditional Chinese medicine as key sectors, enhancing the comprehensive benefits of these industries [6] - The strategy includes deep processing of tea and the integration of the edible fungi industry, alongside full-chain projects for mountain walnut and traditional medicinal materials [6] - The county plans to develop ecological industries in designated zones, with specific focuses on the liquor and water industries, ecological food and beverage, and green building materials [6][7] Group 2: Infrastructure Projects - The government is working on improving urban construction management systems, enhancing urban resilience, and accelerating digital infrastructure development [7] - A comprehensive transportation network is being established, including the construction of the Zhaoqian Railway and upgrades to provincial roads and highways [7] - Efforts are being made to develop a large water network, including the construction of a major reservoir and the implementation of interconnecting regional water supply projects [7] Group 3: Social Welfare and Employment - The focus is on rural revitalization and ensuring food security while expanding employment services and supporting entrepreneurship and skills training [8] - The government aims to optimize educational resources and improve public health services to ensure equitable access to development benefits [8] Group 4: Governance and Leadership - The local government emphasizes the importance of ecological protection, debt risk management, and maintaining social stability as part of its development strategy [8] - There is a strong commitment to enhancing party leadership and building a robust political ecosystem to support the county's development goals [8]

据了解，2022年以来，自治区自然资源厅先后发布三批编制38个生态产品价值实现典型案例，其 中"北海市冯家江生态治理与综合开发""梧州市六堡茶产业赋能增值助推生态产品价值实现""桂林市创 新旅游产业用地政策推进自然资源资产高效利用"3个案例入选全国生态产品价值实现典型案例，成为全 国推广的"广西样本"。（唐广生 范雁阳 付丹峰） 作为西部陆海新通道核心工程，平陆运河沿线设有101个弃渣堆存场。自治区水利厅通过规范核算 交易、明确收益分配、建立反哺机制三项举措，推动水土保持生态产品价值转化。项目委托第三方评估 生态产品价值，通过绿色水经济平台进行交易，收益由项目单位与村集体共享，并反哺于水土流失治 理、乡村基础设施建设和村民增收。该案例在全国率先将水土保持生态产品从生态领域拓展至生产建设 项目，为大型工程弃渣资源化利用提供了可复制的操作路径。 玉林市依托"南方药都""南国香都"的产业优势，推动香料产业高质量发展，形成以"国储林+香 料"为代表的协同发展模式。通过林地流转与联农带农机制，强化种质资源保护，建成全国首个香料香 精国家林木种质资源库；创新实施低效林改造奖补，推广林下套种，提升综合效益。同时，加快建设广 ...

Core Insights - The 10th Sanya International Cultural Industry Expo (Cultural Expo) has commenced with the theme "Tide Rising in Free Trade Port, Culture Painting Future" [3] - The Sanya Theme Pavilion, positioned as the "Maritime Silk Road Sanya Reception Hall," integrates three core elements: marine culture, intangible cultural heritage, and cultural innovation [3][4] - The pavilion showcases the vibrant and developmental potential of Sanya's cultural industry under the backdrop of the free trade port through immersive displays, interactive experiences, and diversified transactions [3] Pavilion Design and Layout - The Sanya Pavilion covers approximately 140 square meters, designed with a ship-shaped structure resembling a sailing boat, featuring a top adorned with ocean wave patterns and Li brocade elements [3] - The interior design employs a colorful grid style, with distinct areas marked by marine blue and vine yellow, enhancing the thematic representation and showcasing various exhibits [3] - The layout includes exhibition and trading areas, intangible heritage display zones, and performance stages, ensuring smooth and convenient visitor flow [3] Cultural and Commercial Activities - The exhibition trading area features premium merchants representing duty-free, scenic spots, official merchandise from the Asian Beach Games, urban cultural creations, and local specialties [4] - During the expo, the pavilion hosts immersive performances, including traditional dances and songs, alongside interactive sessions with the mascot of the Asian Beach Games, enhancing visitor engagement [4] - The pavilion aims to bridge Sanya's cultural resources and creative achievements with domestic and international cultural industries, fostering collaboration opportunities brought by the full closure of Hainan's free trade port [4]

Core Viewpoint - The APBA Asia Pickleball Alliance Cup held in Lushan West Sea marks a significant step towards internationalizing the region as a "hometown of pickleball," with over 200 participants from various countries and a total prize pool of 3 million yuan [3][4]. Group 1: Event Overview - The tournament took place from December 19 to 21, featuring 12 categories including men's singles, men's doubles, and mixed doubles for players aged 50 and above [1]. - The event attracted top players from countries such as Malaysia, Indonesia, Singapore, and the United States, highlighting its international appeal [1]. Group 2: Regional Development and Impact - Lushan West Sea has built 16 international standard pickleball courts and hosted over 20 various levels of pickleball events since 2024, enhancing its reputation as a sports tourism destination [4]. - The region aims to integrate sports and tourism, leveraging the popularity of pickleball to boost local tourism and consumer spending, thus enhancing brand influence [3][4]. - The establishment of the Lushan West Sea Pickleball Association and related enterprises reflects a strategic move to strengthen the "sports+" advantage and create new tourism opportunities [3][4].

Core Viewpoint - Since the beginning of the 14th Five-Year Plan, Linyi City has focused on promoting cultural tourism through policy empowerment, project-driven initiatives, and innovative business models, leading to significant growth in the cultural and tourism industries, which have become key drivers of the city's economic growth [1] Group 1: Economic Performance - In the first half of the year, the cultural industry added value reached 12.682 billion yuan, while the tourism industry added value was 18.981 billion yuan, representing year-on-year growth of 5.6% and 7.7% respectively [1] - The city is on track to exceed 100 million visitors and achieve a tourism revenue target of 100 billion yuan this year [1] Group 2: Policy Initiatives - A series of policies have been implemented to boost cultural and tourism consumption, including the "Nine Policy Measures to Boost Cultural and Tourism Consumption" and the "Action Plan for Deepening Integration and Expanding Cultural and Tourism Consumption" [1] - Initiatives such as cultural and tourism consumption seasons, tourism team rewards, and various festivals have been launched to directly stimulate consumption growth [1] Group 3: Project Development and Product Supply - Key cultural tourism projects like Langya Ancient City and Mengtong Scenic Area have been completed and are attracting tourists [2] - New consumer experience activities and tourism routes have been introduced, enhancing the diversity of cultural tourism products [2] Group 4: System and Mechanism Improvement - The "Linyi City Tourism Industry 100 Billion Action Plan (2024-2026)" has been established, focusing on enterprise cultivation and financial support for the tourism sector [3] - Financial products tailored for the tourism industry, such as "Homestay Loans" and "Cultural Tourism Revitalization Loans," have been launched to support market participants [3] Group 5: Future Development Plans - Linyi City aims to enhance its tourism appeal by focusing on three major campaigns: beautifying the Yihe River, activating Mount Meng, and breaking through all-region tourism [3] - The city plans to accelerate key project construction and enrich new business formats and scenarios in the cultural tourism sector to establish itself as a nationally recognized tourist destination [3]

Group 1 - The core point of the article is the establishment of a new tourism industry company in Quanzhou, Fujian, with a registered capital of 500 million yuan [1] - The company is named Quanzhou Tourism Industry Co., Ltd., and its legal representative is Su Zhibin [1] - The business scope includes investment activities using its own funds, as well as the development and operation of rural handicrafts, leisure agriculture, and rural tourism resources [1] Group 2 - Quanzhou Tourism Industry Co., Ltd. is wholly owned by Fujian Quanzhou Cultural Tourism Development Group Co., Ltd. [1]

Group 1 - A new company, Quanzhou Tourism Industry Co., Ltd., has been established with a registered capital of 500 million yuan [1] - The legal representative of the company is Su Zhibin, indicating a structured leadership [1] - The company's business scope includes investment activities using its own funds, development and operation of rural handicrafts and products, leisure agriculture, and rural tourism resources [1] Group 2 - Quanzhou Tourism Industry Co., Ltd. is wholly owned by Fujian Quanzhou Cultural Tourism Development Group Co., Ltd., showing a clear ownership structure [1]

Core Insights - The tax revenue collected by the tax authorities in China exceeded 29 trillion yuan in the first 11 months of the year, driven by a stable economy and an active capital market [1] - The manufacturing sector is experiencing accelerated high-end development, with significant growth in sales revenue and investment in automation and digital technologies [3] - High-tech industries continue to show robust growth, with sales revenue increasing by 14.7% year-on-year, particularly in high-tech services and manufacturing [4] - The consumer market is witnessing positive changes due to government policies and new consumption models, with notable increases in retail sales across various sectors [5][6] Tax Revenue and Economic Performance - Tax revenue from the manufacturing sector remains stable at around 30%, indicating its crucial role in the economy [3] - The implementation of tax reduction policies has contributed to the high-quality development of the manufacturing industry, with equipment manufacturing sales revenue growing by 8.3% [3] - Traditional industries are also enhancing their quality, with R&D investment increasing by 12.3% year-on-year [3] High-Tech Industry Growth - High-tech industries have shown a year-on-year sales revenue growth of 14.7%, with high-tech services growing by 17.2% and high-tech manufacturing by 11.1% [4] - The digital economy's core industries have seen a sales revenue increase of 10%, with significant growth in digital product services and applications [4] Consumer Market Dynamics - The "trade-in" policy has stimulated consumer demand, with retail sales of mobile communication devices and home appliances increasing by 20.3% and 26.5%, respectively [6] - The tourism sector is also thriving, with a 285% increase in the number of overseas travelers benefiting from tax refund policies [6] - New cultural and tourism experiences are emerging, contributing to a 19.1% increase in sales revenue from film screenings and a 10.8% increase in travel services [6] Future Tax Policies - The tax authorities plan to continue implementing supportive tax policies to enhance consumption and optimize tax payment services [7]

Group 1 - The reduction in Chinese tourists is expected to result in losses exceeding 2 trillion yen for Japan, significantly impacting the tourism industry and local economies [1] - If the current state of Japan-China relations persists for over a year, the consumption loss from Chinese tourists could exceed 2 trillion yen, even without considering the 2.6 trillion yen figure [1] Group 2 - The Japanese government's economic stimulus plan, amounting to approximately 21.3 trillion yen, is likely to have counterproductive effects in the current inflationary environment [2] - Fiscal stimulus during inflation, as opposed to deflation, is expected to exacerbate yen depreciation and increase prices [4] Group 3 - Rising long-term interest rates, driven by the government's reliance on issuing additional bonds to cover spending gaps, will further cool the Japanese economy [5] - The increase in long-term interest rates will amplify the negative effects on the economy, highlighting the drawbacks of relying on bond issuance due to insufficient fiscal sources [7]