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《福建省“十五五”规划纲要》锚定2035远景
Zhong Guo Jing Ji Wang· 2026-02-04 05:50
二、福建省是改革开放先行省份。"十五五"时期,福建将在全面深化改革、扩大高水平开放上奋勇争 先,奋力争创改革开放引领地。改革上,纵深推进新时代民营经济强省战略,加快打造国际一流营商环 境,坚决破除经济发展的"中梗阻"、社会民生的堵点痛点,改出政府效率、改出市场活力、改到群众满 意。开放上,积极对接长三角一体化、粤港澳大湾区建设等国家区域重大战略,加强基础设施、科技创 新、产业发展、文化旅游、重点区域等领域的合作;发挥"海丝"核心区集聚辐射和引领示范作用,加快 建设外贸强省、引资大省、开放强省,巩固拓展国内国际双循环的重要节点、重要通道功能;拓展对外 贸易增长新空间,引导龙头企业、优质产品有序出海,寻找新机遇、闯出新天地(301277)。 三、福建坚持以人民为中心。"十五五"时期,福建将在推动区域协调发展和城乡融合发展上作出示范, 进一步缩小地区、城乡、收入"三大差距"。统筹"山"与"海",深化新时代山海协作,构建沿海人口经济 集中集聚、山区生态重点保护、山海协同联动的区域发展格局。统筹"城"与"乡",以县域为重点联动推 进优城、强县、兴村"三篇文章",促进城乡"人、地、钱"等要素平等交换、双向流动。健全覆盖全 ...
智观天下丨全球复苏十字路口:中国经济起到稳定器作用
Sou Hu Cai Jing· 2026-02-04 04:42
Group 1: Global Economic Context - The global economic recovery is fragile, driven by structural contradictions, with a significant drop in global trade growth from 2.4% in 2025 to 0.5% in 2026 [4] - Manufacturing data reflects this demand shrinkage, with the US manufacturing PMI contracting for nine consecutive months and Germany's unemployment reaching a 12-year high of 3.085 million [4] - Global debt has surpassed $307 trillion, with a debt-to-GDP ratio climbing to 336%, limiting countries' policy responses to crises [4] Group 2: Monetary Policy Divergence - Divergent monetary policies among major economies increase global economic uncertainty, with the Federal Reserve balancing inflation and growth, while the European Central Bank cautiously lowers rates amid wage growth concerns [5] - The World Bank warns that missteps in monetary policy by major economies could trigger a new wave of global financial turmoil [5] Group 3: China's Economic Resilience - China's economic resilience stems from deepening domestic demand and innovative policy tools, such as the "trade-in" policy for consumer goods, which has stimulated consumption in sectors like automobiles and electronics [5][6] - Infrastructure investment plays a crucial role, with new projects enhancing transportation networks and fostering new economic growth points through digital infrastructure and clean energy investments [6] Group 4: Technological Innovation - Breakthroughs in technology are reshaping China's economic growth, with advancements in high-temperature recyclable epoxy resin and reusable rocket engines positioning China as a leader in commercial aerospace [6] - Chinese companies dominate the global market for optical modules, holding a 43% market share, supported by systemic innovations in silicon photonics and cooling solutions [6] Group 5: Global Economic Governance - China's "dual circulation" development model offers new insights for global economic governance, contrasting with the unilateralism of Western countries [7] - The successful operation of the China-Europe Railway Express and the import of Chilean cherries demonstrate China's commitment to open trade and supply chain resilience [7] Group 6: Green Transition - China's green transition provides replicable pathways for developing countries, with the largest clean energy corridor generating over 2.351 trillion kilowatt-hours in the first three quarters [7] - The reduction of iron-lithium battery costs to 0.32 yuan/Wh is accelerating decarbonization in the global shipping industry [7] Group 7: Digital Economy Advancements - China is showcasing its leadership in the fourth industrial revolution through breakthroughs in digital infrastructure and applications, such as the "East Data West Computing" project [8] - The adoption of Chinese AIGC solutions by major companies like Microsoft and Sony indicates the global recognition of Chinese technology standards [8]
2月4日汇市早评:炸锅!美联储鹰派锁死全年利率
Jin Tou Wang· 2026-02-04 02:30
Core Viewpoint - The global currency market is experiencing stable trading with a lack of clear directional guidance, as various economic data and key events are set to be released, influencing market sentiment and currency valuations [1][5]. Economic Data and Events - Key economic data to be released includes the U.S. API and EIA crude oil inventory data, China's Caixin Services PMI, and various PMIs from France, Germany, the Eurozone, and the UK for January [1][8]. - The U.S. ADP employment figures and the final reading of the S&P Global Services PMI for January will also be closely monitored [1][8]. Currency Analysis - **U.S. Dollar Index (DXY)**: Currently in a weak consolidation phase, with resistance at 97.75-97.82 and support at 97.45 and 97.20 [2]. - **GBP/USD**: The pair is under pressure, with significant resistance at 1.3710 and support at 1.3650, indicating a bearish outlook [3]. - **EUR/USD**: The exchange rate is fluctuating around 1.18, with key support at 1.1780 and resistance at 1.1820-1.1850, lacking strong fundamental support [3]. - **USD/JPY**: The pair is trading within a range of 152-156, with resistance at 156.03 and support at 155.28-154.68, reflecting a cautious market sentiment [4]. Recent News Impact - The Federal Reserve's stance on interest rates, as indicated by comments from officials, is expected to influence the dollar index and U.S. Treasury yields significantly [5]. - The U.S.-India trade agreement, which includes reduced tariffs and increased purchases of U.S. goods, is likely to reshape trade dynamics and impact commodity prices [5]. - The recent rise in the ISM Manufacturing PMI to 52.6 suggests a return to expansion, which may bolster the dollar and U.S. equity markets [6]. - Developments in U.S.-Iran nuclear negotiations could affect oil prices and market sentiment towards risk assets [6]. - The postponement of key employment data due to government shutdowns may lead to increased volatility in the dollar and Treasury markets [6].
从地方两会看2026年经济发展“关键词”
Jin Rong Shi Bao· 2026-02-04 02:08
关键词一:5% 国内生产总值(GDP)增速是衡量地区经济发展的关键指标。2026年,在已公布信息的逾20个省自治区 直辖市中,多地将经济增速目标设定在5%左右。 2025年北京GDP增速为5.4%,高于全国5%的增速,2026年,北京经济社会发展主要预期目标是"地区生 产总值增长5%左右"。北京市发展改革委相关负责人表示,这一目标既有利于提振信心,激励各方共同 努力,也有利于把握发展主动,为应对不确定性和解决发展问题留出空间。 中部经济大省河南2025年GDP同比增长5.6%,并把"经济增长5%左右"定为2026年经济社会主要预期目 标,表示要在实际工作中努力争取更好结果。在东北地区,吉林省也将GDP增速目标设定为5%左右, 同时提出要实现新能源产业产值增长8%以上,装备制造业增加值增长10%左右,加快构建产业发展优 势。"这些目标的设定体现了自我加压、更加有为,是务实、理性、奋进、科学的。"吉林省政府工作报 告指出。 多个省份设定了经济增长区间目标。其中,浙江、江西2026年经济社会发展主要预期目标为全省生产总 值增长5%至5.5%,广东、黑龙江将2026年的目标增速定为地区生产总值增长4.5%至5%。值得 ...
贵州国资板块大涨 贵绳股份涨幅居前
Xin Lang Zheng Quan· 2026-02-04 01:51
责任编辑:小浪快报 02月04日消息,截止09:45,贵州国资板块大涨,贵绳股份等个股涨幅居前。 声明:市场有风险,投资需谨慎。本文基于第三方数据库自动发布,不代表新浪财经观点,任何在本文 出现的信息均只作为参考,不构成个人投资建议。如有出入请以实际公告为准。如有疑问,请联系 biz@staff.sina.com.cn。 ...
武汉发布数智经济发展行动方案到2028年,人工智能产业规模超两千亿元
Chang Jiang Ri Bao· 2026-02-04 01:03
Core Insights - The article discusses the launch of the "Wuhan Smart Economy Development Action Plan (2026-2028)" aimed at establishing Wuhan as a leading city in smart economy by 2028, with a target of over 200 billion yuan in AI industry scale and more than 1,500 AI-related enterprises [1][2][3] Group 1: Development Goals - By 2028, Wuhan aims for an AI industry scale exceeding 200 billion yuan and over 1,500 AI-related companies, establishing itself as a super-large AI city [1][6] - The plan emphasizes the integration of smart technologies with economic and social development across various sectors, including manufacturing, agriculture, and services [1][2] Group 2: Key Initiatives - The action plan includes eight major projects focusing on industrial upgrades, scene cultivation, infrastructure enhancement, data element development, and smart governance [7][14] - Specific targets include the production of high-performance computing power exceeding 15,000 P, a cumulative data transaction volume of 3 billion yuan, and the establishment of 1,000 large-scale data enterprises [6][10] Group 3: Infrastructure and Ecosystem - The plan outlines the construction of a multi-layered application ecosystem and advanced infrastructure to support smart economy initiatives, including enhanced 5G coverage and high-quality data sets [2][10] - It aims to create a collaborative innovation ecosystem that encourages technological breakthroughs and supports talent development [2][11] Group 4: Strategic Focus Areas - The strategy includes a shift from "Internet+" to "AI+" and emphasizes the importance of integrating smart technologies into various industries and public services [13][15] - The focus will be on three core industries: sensors, optical communication, and integrated computing, along with the development of application service providers and intelligent products [16][17] Group 5: Future Outlook - The plan anticipates that by 2025, the core industries of Wuhan's smart economy will reach a scale of 1.1 trillion yuan, positioning the city as a strategic growth engine for industrial upgrades [16][18] - The city aims to enhance its overall competitiveness and ensure the successful implementation of the smart economy development blueprint through detailed task assignments and organizational support [2][14]
全国工业百强区宝安区跃居第二
Nan Fang Du Shi Bao· 2026-02-03 23:16
引才 "人才导航"与人工智能等赛道精准对接 宝安城区图。 宝安区宣供图 "处其实,不居其华。"这是南都N视频记者在宝安区七届五次党代会现场最直观的感受。 2025年,既是"十四五"规划的收官之年,也是宝安跨入"万亿工业大区"后的起步之年。回望过去一年, 宝安的"实"体现在一组极具分量的坐标中。 这一年,宝安以"实"稳台阶,筑牢了万亿工业大区的深厚底蕴。规上工业总产值突破万亿大关,稳居全 国工业百强区第二;机场货运百万吨、旅客千万级双双刷新纪录;进出口总额跨越6000亿元门槛,展现 出衔接全球的强大韧性。 这一年,宝安以"活"聚人气,塑造了世界级商圈的活力名片。社消零总额超1600亿元,58万平方米新开 商业面积领跑全市;前海·宝中商圈跻身世界级TOP30潜力榜单,大悦城、冰雪世界闪耀亮相;千万级 客流在湾区核心奔涌,让万亿工业大区散发出热气腾腾的烟火气与国际范。 这一年,宝安以"新"求突破,释放了新质生产力的澎湃动能。战新产业总产值直冲1.2万亿元,具身智 能、低空物流等首创平台集中启用;12款发明上榜《时代》周刊,专利授权连续六年夺冠;实现了从硬 件制造向"含智量"的跃升,挺起了"智造强区"的坚实脊梁。 这 ...
经济运行稳中有进 民生事业持续改善
Xin Lang Cai Jing· 2026-02-03 20:49
亮眼数据背后,是产业赛道的加速突围,是改革创新的持续发力,更是民生温度的不断升温。成绩从何 而来?哪些领域异军突起?群众的幸福感与获得感又藏在哪些关键数字里? 提振消费 兑现以旧换新补贴169亿元 四川晒2025年"年度答卷" 着力扩内需稳增长,推动经济持续向新向优量质提升。2025年,四川发行项目建设专项债券1833亿元, 出台稳增长"21条""18条"等政策,纳入国家102项重大工程的285个计划新开工项目全部开工,810个省 重点项目完成投资10428.6亿元。 制图\\\\高翔 水电装机容量突破1亿千瓦、保持全国第1位,谋划多年、惠及3400万人的引大济岷工程启动建设。 2月3日上午,省十四届人大五次会议在成都开幕,省长施小琳代表省人民政府作工作报告。报告指出, 2025年全省实现地区生产总值67665亿元,比上年增长5.5%,总量和增速均居全国第5位。 提振消费促增长,兑现以旧换新补贴169亿元,全省社会消费品零售总额增长5.1%。加快文旅产业全域 全业态发展,全省接待游客超11亿人次,其中入境游客340万人次,引进营业性演出1.2万场。举办国际 赛事50余场。 产业建圈强链 新增规上工业企业149 ...
Inside the US-India Trade Deal
Youtube· 2026-02-03 14:20
This was something that was one big stumbling block, the sentiment in the capital market and also for the Indian rupee, as you pointed out. So I'm not surprised that the reaction is very positive in both these markets. And I mean, at the end of the day, it is the world's biggest consumption market, $21 trillion of GDP.And therefore, to be able to have access to it is important and for all labour intensive products and to I think the China plus one strategy that many Western companies and multinationals were ...
尼泊尔证券交易所指数微幅上涨
Shang Wu Bu Wang Zhan· 2026-02-03 13:24
2026年2月2日,尼泊尔股市波动后小幅收高,基准尼泊尔证券交易所(NEPSE)指数上涨1.53点,收于 2695.73点,市场当日总成交额为82.2亿卢比。在行业板块中,开发银行、酒店和旅游业、制造业等子指 数对上涨有所贡献,其中酒店及旅游板块领涨1.77%。个股方面,共有114家公司股价上涨,134家公司 下跌,SY Panel Nepal等三家公司股价触及涨停板。尽管指数上涨,但总成交量较前一交易日有所下 降。当日成交额最高的公司为阿库科拉水电公司,成交额达4.139亿卢比。 尼泊尔《共和报》2月2日报道: ...