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“十五五”开局这么干
Xin Lang Cai Jing· 2026-01-20 19:55
(来源:工人日报) 此外,着力解决群众"急难愁盼",民生福祉实现新提升。进一步加强普惠性、基础性、兜底性民生建 设,努力促进高质量充分就业,全年城镇调查失业率平均为5.2%,有序实施育儿补贴制度,逐步推行 免费学前教育,推动优化节假日安排,让千家万户有实打实的获得感,以惠民生为牵引,打开发展新空 间。 结构向"优"、动能向"新"、态势向"好" 2026年是"十五五"开局之年,中国经济核心潜力主要体现在哪些方面?又该如何充分挖掘? 国家发展改革委国民经济综合司司长周陈介绍,展望2026年,我国经济结构将持续向"优"、发展动能持 续向"新"、整体发展态势持续向"好",新质生产力稳步发展,消费与投资、科技与产业、城乡与区域都 将释放出巨大的发展潜能。他表示,具体可以从点、线、面3个角度来看。 2026年是"十五五"开局之年。如何充分挖掘中国经济潜能?2026年宏观政策将如何施策?今天,国务院 新闻办举行新闻发布会,介绍落实中央经济工作会议精神,推动"十五五"实现良好开局有关情况。国家 发展改革委有关负责人对当前经济热点问题进行了解读。 "十四五"实现圆满收官 1月19日,国家统计局发布数据显示,2025年中国国内生 ...
稳就业、稳企业、稳市场、稳预期
Xin Lang Cai Jing· 2026-01-20 18:52
在1月20日举行的国新办发布会上,财政部副部长廖岷介绍,2026年财政部门将"硬核"支持稳就业、稳 企业、稳市场、稳预期,确保"十五五"实现良好开局。 按照中央经济工作会议部署,2026年财政部门将继续实施更加积极的财政政策,概括起来就是"总量增 加、结构更优、效益更好、动能更强"。 继续实施更加积极的财政政策 总量增加:扩大财政支出盘子,确保必要支出力度。2026年财政赤字、债务总规模和支出总量将保持必 要水平,确保总体支出力度"只增不减"、重点领域保障"只强不弱"。 结构更优:持续优化支出结构,确保资金用在紧要处。 效益更好:着力提高资金使用效益,每一分钱都要产生应有的效益。2026年继续安排超长期特别国债, 用于"两重"建设和"两新"工作,并优化政策实施。 动能更强:就是深化财税重点领域改革,进一步激发经济内生活力。 6项政策激发民间投资、促进居民消费 今年首场国务院常务会议决定推出财政金融协同促内需一揽子政策。在昨日国新办举行的发布会上,财 政部有关负责人介绍了一揽子政策的要点内容。 一个目标:扩大内需; 两个重点:以更大力度"激发民间投资",以更大力度"促进居民消费"; 三个原则:坚持"简便高效"" ...
【公告臻选】航空航天+国防军工+隐身材料+自主可控!公司签订3亿元航空发动机用特种功能材料销售合同
第一财经· 2026-01-20 14:26
1月4日提示《国产CPU/IP+芯片+AI+量子科技+无人驾驶+云计算!公司的量子安全产品已被头部企 业采用并已实现销售收入》,国芯科技(688262)1月5日低开高走大涨7.18%,1月20日放量飙 升,收涨7.43%,盘中一度大涨近15%,创出近一年来新高; 1月19日提示《光刻胶+半导体+OLED+电子化学品+国产替代!公司实控人将变为上海市国资委》, 江化微(603078)1月20日一字板涨停。 前言 面对每晚海量的公告无从下手?《公告臻选》助你高效决策!专业筛选每晚最重要的关键公告,提供通 俗易懂的深度解读,揭示复杂术语背后的投资机会。助你10分钟掌握市场全貌,决胜开盘之前。 【臻选回顾】 ①航空航天+国防军工+隐身材料+自主可控!公司签订3.28亿元航空发动机用特种功能材料销售合同 ; ②CPO+先进封装+封测龙头+存储芯片+国产替代!公司存储器产线已稳步进入量产阶段; ③稀有金属+航空航天+新能源+半导体+高端制造!公司子公司增储9.17万吨钨金属量等资源。 点击解锁付费内容,捕捉每天公告中的"黄金机会"! 【今日速览】 ...
推行满一年,eVTOL试点六城战果如何?
Sou Hu Cai Jing· 2026-01-20 13:41
Core Insights - The establishment of six pilot cities for eVTOL (electric Vertical Take-Off and Landing) by the Central Air Traffic Control Commission in November 2024 is a significant boost for the low-altitude economy, granting local governments more autonomy in airspace management and operational planning [2] - The pilot program aims to enhance urban competitiveness, attract investment, create jobs, and improve urban management through effective low-altitude airspace utilization [2] Group 1: Hefei Developments - Hefei has become the first city globally to issue an Operational Certificate (OC) for eVTOL, laying a solid institutional foundation for the industry [3] - The city has established a comprehensive infrastructure plan, including a logistics network and a data center, to facilitate low-altitude operations [3][5] - Hefei has attracted over 10 eVTOL manufacturers and 300 supporting enterprises, creating a localized industry chain [6] Group 2: Hangzhou Achievements - Hangzhou's low-altitude economy has surpassed 40 billion yuan, with a 26% increase, and has successfully attracted 74 new enterprises in the eVTOL sector [9] - The city has implemented self-regulatory agreements for low-altitude flights, enhancing operational standards and safety [7] - Hangzhou has initiated eVTOL applications in tourism, leveraging local attractions for commercial opportunities [9] Group 3: Shenzhen Initiatives - Shenzhen has launched a comprehensive plan to build 1,200 take-off and landing sites by 2026, significantly exceeding the number of local metro stations [10][11] - The city offers substantial financial incentives for eVTOL development, including a one-time reward of 15 million yuan for compliant aircraft [11] - Shenzhen has established a large-scale eVTOL manufacturing facility, enhancing its position in the industry [13] Group 4: Suzhou Legislative Framework - Suzhou has enacted the "Suzhou Low Altitude Economy Promotion Regulations," marking a new phase of regulated development in the eVTOL sector [14] - The city has achieved significant product innovations, including the world's first fully certified cargo eVTOL [16] - Suzhou's industry cluster has grown to over 500 enterprises, with a production capacity of 3,000 aircraft planned annually [16] Group 5: Chengdu Growth - Chengdu's eVTOL industry has experienced explosive growth, supported by a comprehensive policy framework that includes substantial financial incentives [17] - The city has successfully developed its first passenger eVTOL, with over 1,000 commercial orders secured [19] - Chengdu ranks third in the national low-altitude economy development index, reflecting its rapid advancements [19] Group 6: Chongqing Progress - Chongqing's low-altitude economy has seen a 109% increase in flight hours, supported by targeted policy measures and infrastructure development [23] - The city has introduced a smart management platform for low-altitude operations, enhancing regulatory efficiency [21] - Chongqing has attracted international eVTOL technology, showcasing its appeal as a hub for low-altitude innovation [23] Group 7: Overall Industry Challenges - The pilot cities face challenges in airspace management, requiring effective coordination among various government departments to ensure safety and efficiency [24] - Infrastructure development must balance physical and digital needs to support the growing low-altitude economy [24]
两部委同日重磅发声!政策靠前发力,多措并举扩内需
Group 1: Economic Policy Initiatives - The Chinese government is focusing on policies to stimulate consumption, stabilize investment, and cultivate emerging industries as part of the 2026 economic strategy [1][2] - The National Development and Reform Commission (NDRC) is planning to implement significant high-tech industry projects and develop a strategy for expanding domestic demand from 2026 to 2030 [1][3] - A comprehensive package of policies was released by the Ministry of Finance, including optimizing personal consumption loan subsidies and implementing special guarantees for private investment [1][2][4] Group 2: Consumer and Investment Support - The Ministry of Finance aims to enhance consumer spending and private investment through various measures, including a 1% subsidy on personal consumption loans and expanding the scope of eligible financial institutions [4][5] - A total of 625 billion yuan has been allocated for the first phase of the "old for new" consumption support program, which has already been initiated in several provinces [3][4] - The government is also focusing on increasing the loan limits for businesses and expanding the categories of supported consumption areas to stimulate economic activity [5][8] Group 3: Focus on High-Tech Industries - The government is prioritizing investments in high-tech sectors, with the National Entrepreneurship Investment Fund set to attract over 1 trillion yuan in investments for projects in fields like quantum technology and biomedicine [10][11] - The share of high-tech manufacturing value added in industrial output has exceeded 17%, indicating a growing emphasis on innovation and technology [11][12] - Policies are being developed to support technological innovation and enhance the capabilities of small and medium-sized enterprises in high-tech sectors [12]
权威数读丨这三个维度,释放2026年中国经济发展潜能
Xin Hua Wang· 2026-01-20 13:22
Group 1 - The core viewpoint is that China's economy is expected to reach a total volume of 140 trillion yuan by 2025, maintaining a growth rate of 5%, which positions it among the leading global economies [1] - In 2026, there is a focus on fully unleashing development potential to create new economic momentum and growth, setting a strong foundation for the "14th Five-Year Plan" [1] Group 2 - New economic growth points are emerging, particularly in sectors such as new energy, new materials, aerospace, quantum technology, biomanufacturing, and intelligent wearable technology [2] - The installed capacity of new-type energy storage has surpassed 100 million kilowatts, accounting for over 40% of the global total [2] - Artificial intelligence is projected to drive explosive growth in high-end manufacturing, emerging consumption, and new business models [2] - The added value of high-tech manufacturing is expected to exceed 17% of the industrial output above designated size [2] Group 3 - China possesses a complete industrial system and a vast market of over 1.4 billion people, along with the world's largest and most diverse talent resources [4] - There is a full-chain advantage in pushing innovation results from "shelf" to "market" [4] - By 2025, the added value of the digital economy is anticipated to reach 49 trillion yuan, accounting for approximately 35% of GDP [4] - The integration of digital consumption, digital trade, and micro-short dramas is expected to foster concentrated development in innovation, industry, and talent [4]
近6万亿背后:江苏外贸的增长密码与转型之路
Sou Hu Cai Jing· 2026-01-20 13:15
Core Viewpoint - Jiangsu Province's foreign trade achieved a total import and export value of 5.95 trillion yuan in 2025, marking a 6% increase from the previous year, which is 2.2 percentage points higher than the national average, accounting for 13.1% of China's total foreign trade value during the same period [1] Group 1: Structural Changes - Trade with countries involved in the Belt and Road Initiative accounted for half of Jiangsu's total trade for the first time, with a year-on-year growth of 11.3%, becoming the core engine of foreign trade growth [2] - Traditional markets continue to play a stabilizing role, while emerging markets are becoming significant growth drivers, indicating a profound structural transformation in Jiangsu's foreign trade [2][5] Group 2: Industry Clusters and Upgrades - Jiangsu's foreign trade is undergoing a transformation from "single-point breakthroughs" to "cluster advancements," with enterprises as innovation leaders and industry clusters providing competitive advantages [6][9] - The aerospace industry in Suzhou has developed a complete ecosystem, integrating core manufacturing, parts maintenance, and technology research and development, attracting multinational companies [9] Group 3: Emerging Business Models - Cross-border e-commerce is emerging as a new growth engine for Jiangsu's foreign trade, leveraging its unique advantages to break traditional trade limitations [10] - Many small and medium-sized enterprises are successfully utilizing cross-border e-commerce platforms to meet niche overseas demands, thus avoiding intense competition in traditional foreign trade [11][12] Group 4: Policy Support - Comprehensive and multi-layered policy support from the provincial government, including the "22 measures for stabilizing foreign trade," has been crucial for enterprises [12] - Initiatives like the "Jiangsu Quality Products Global Action" and specialized platforms for technical trade measures have provided targeted support for industries such as new energy [12]
三省“双子星”抢龙头,透视区域经济新格局
Xin Jing Bao· 2026-01-20 11:44
Group 1: Economic Competition Overview - The competition between cities like Shenyang and Dalian is intensifying, with Shenyang narrowing the GDP gap to less than 500 billion yuan in 2024, marking a significant phase in the "Northeast first city" contest [1][2] - In Southeast China, Fuzhou and Quanzhou have been in a prolonged economic rivalry for over 20 years, with Fuzhou reclaiming its leading position in recent years after being surpassed by Quanzhou in 1999 [1][6][7] Group 2: Shenyang vs. Dalian - In 2024, Dalian's GDP reached 9516.9 billion yuan, while Shenyang's was 9027.1 billion yuan, with Dalian becoming the first city in Northeast China to join the "trillion yuan club" [2] - Shenyang's economic growth rate of 6.1% in 2023 allowed it to slightly surpass Dalian's 6.0%, reducing the economic gap by 245 billion yuan over two years [2][3] - Dalian's economic strength is rooted in its industrial base and port advantages, while Shenyang is leveraging its transportation hub status and policy support to transition towards high-end manufacturing [3][4] Group 3: Fuzhou vs. Quanzhou - Fuzhou's economic growth has been bolstered by its provincial capital status and the development of digital economy initiatives, with its digital economy surpassing 450 billion yuan by 2020 [6][7] - The GDP gap between Fuzhou and Quanzhou narrowed from over 600 billion yuan in 2018 to approximately 130 billion yuan by 2020, with Fuzhou regaining its position as the leading city in 2021 [7] - Quanzhou is focusing on upgrading its traditional manufacturing sectors while also developing emerging industries such as artificial intelligence and new materials [7][8] Group 4: Tangshan vs. Shijiazhuang - Tangshan surpassed Shijiazhuang in GDP for the first time in 2005, and by 2021, the gap had widened to 1740 billion yuan, but Shijiazhuang has since begun to close this gap [8][10] - In 2024, Tangshan's GDP crossed the trillion yuan mark, while Shijiazhuang reached 8203.4 billion yuan, indicating a potential shift towards a "dual trillion city" economy in Hebei [8][10] - Both cities are focusing on integrating with the Beijing-Tianjin-Hebei region and developing new industries, with Shijiazhuang emphasizing artificial intelligence and future industries [10][11]
新的经济增长点蓄势待发,创业板ETF易方达(159915)助力便捷布局新兴产业发展机遇
Sou Hu Cai Jing· 2026-01-20 11:15
Group 1 - The ChiNext Index fell by 1.8%, the ChiNext Mid 200 Index decreased by 2.2%, and the ChiNext Growth Index dropped by 2.4% [1] - The National Development and Reform Commission stated that new economic growth points such as new energy, new materials, aerospace, quantum technology, biomanufacturing, and embodied intelligence are gaining momentum [1] - The installed capacity of new energy storage has surpassed 100 million kilowatts, accounting for over 40% of the global share [1] Group 2 - The "Artificial Intelligence +" initiative implemented last year is enhancing the advantages of various scenarios in China, accelerating the transition of AI from the digital world to the physical world [1] - This transition is expected to drive explosive growth in high-end manufacturing, emerging consumption, and new business models in China [1]
资本大迁徙:五年前后,2025年中国创投11大高增长赛道深度解析
3 6 Ke· 2026-01-20 11:01
Core Insights - The Chinese venture capital market is experiencing a significant shift from consumer-driven sectors to hard technology sectors, with funding for hard tech such as drones, robotics, and new materials increasing dramatically while consumer sectors like second-hand e-commerce and local logistics see funding drop by over 95% [1][15] Funding Growth by Sector - Drones: Funding events increased from 23 in 2021 to 139 in 2025, with total funding rising from 1.757 billion to 7.227 billion yuan, marking a growth rate of 504.35% in event numbers and 311.33% in funding amount [2][3] - Robotics: Funding events surged from 157 to 627, with total funding jumping from 19.863 billion to 58.776 billion yuan, reflecting a growth rate of 299.36% in event numbers and 195.91% in funding amount [2][3] - New Materials: Increased from 258 events and 22.50116 billion yuan in 2021 to 616 events and 48.14507 billion yuan in 2025, showing a growth rate of 138.76% in event numbers and 113.97% in funding amount [2][4] High-Growth Sectors - Aerospace: Funding events grew from 67 to 201, with total funding increasing from 9.699 billion to 17.6297 billion yuan, achieving a growth rate of 200% in event numbers and 81.77% in funding amount [2][4] - Optical and Photonic: Events increased from 37 to 138, with funding rising from 2.867 billion to 5.56726 billion yuan, reflecting a growth rate of 272.97% in event numbers and 94.18% in funding amount [2][4] Key Drivers of Growth - The rise of drones is driven by the transition from consumer to industrial applications, supported by national policies promoting low-altitude economy [7] - Robotics growth is fueled by advancements in AI and the emergence of "embodied intelligence," leading to increased investment in humanoid robots and automation [8] - The push for domestic alternatives and self-sufficiency in sectors like new materials and aerospace is a significant driver of investment, particularly in response to external technology restrictions [9][10] Strategic Insights - The shift towards hard technology represents a fundamental change in investment paradigms, moving from short-term gains to long-term value creation [15] - The demand for automation in manufacturing due to rising labor costs and the need for efficiency is driving investments in robotics and smart equipment [11] - Continuous policy support, including tax incentives and funding for high-tech industries, is crucial for sustaining growth in hard technology sectors [12]