报告导读： "十五五"或聚焦扩大消费、新质生产力、共同富裕、深化改革及绿色转型，关 注新兴未来产业、服务业、海洋和绿色低碳领域重点产业机遇及科技民营企业、新兴产业 国企、战略腹地等潜在受益主体。 "十五五"规划目标预期与政策线索： 1、经济实现量的合理增长：考虑到确保2035年远景目标顺利完成，"十五五"期间GDP年均增速目标可能设定为区间4.5%-5.0%之间或底线4.5%以上。 4、全面深化改革：党的二十届三中全会部署的300多项改革举措或将成为"十五五"规划的重点。重要方向包括： 以综合整治"内卷式"竞争和有效降低全社会物流成本为抓手纵深推进全国统一大市场建设。 建设国家战略腹地和关键产业备份。四川、重庆、广西等地具备契合国家战略的区位优势，有望在关键产业发挥重要作用。 5、全面绿色转型：目标方面，绿色低碳方面或设立以碳排放强度控制为主、总量控制为辅的目标，降低单位GDP二氧化碳排放的要求提升。政策方面，确保 2030年前实现碳达峰。 "十五五"时期产业机遇： 1、培育新兴产业和未来产业。看好市场渗透率较快提升、技术路线相对清晰的电子信息制造等战略性新兴产业，以及产品初步落地、技术有望取得突破的人 形机 ...

Economic Growth and Policy Goals - The GDP annual growth target for the "15th Five-Year Plan" is set between 4.5% and 5.0%, with a minimum of 4.5% to ensure the 2035 vision is achieved[2]. - The focus on developing new productive forces will see a significant increase in innovation-driven targets compared to the "14th Five-Year Plan"[2]. - The plan aims to enhance living standards with new targets in housing, healthcare, and elderly care, emphasizing investment in human resources[2]. Reform and Green Transition - Over 300 reform measures from the 20th Central Committee will be prioritized in the "15th Five-Year Plan," focusing on comprehensive reforms[2]. - The green transition will shift from energy consumption control to carbon emission control, aiming for a 65% reduction in carbon intensity by 2030 compared to 2005 levels[19]. Industry Opportunities - Emerging industries such as electronic information manufacturing and humanoid robots are expected to see rapid market penetration and technological breakthroughs[3]. - The service sector, including retail, healthcare, and telecommunications, has significant growth potential, driven by rising consumer demand[3]. - The marine economy, particularly in tourism and transportation, is projected to grow rapidly, with a focus on policy support[3]. Risks and Challenges - There are risks related to misinterpretation of policies and unexpected changes in domestic and international macroeconomic conditions[39].

SE コフラ s PG 近日,国家发改委表示,正与相关部门着手"十五 五"海洋经济发展规划编制工作,部署尽快突破- 批关键核心技术。海洋强国建设正迎来新的篇章。 2024年,中国海洋生产总值首破10万亿元大关, 增速超GDP0.9个百分点,国际海运量占全球总量 约三分之一,海水产品产量连续多年居全球第一。 山山市民法公安江 > "上二门" 叶井 九六年纪六十 十四两十年江川之八 丁门化 阳川心, 门内江介入 省也展开了新一轮的激烈竞逐 -- 雄心勃勃,各有 "王牌"。海洋经济总量连续30年居全国首位的 广东,今年成立省委书记挂帅的海洋强省委员会, 在全国率先出台《广东省海岸带及海洋空间规划 (2021-2035年)》,从机制体制创新中谋求增 量;山东省GDP总量近两成来自于海洋经济,海 洋界院士"扎堆"达到22人,位居全国第一,海洋 科研实力雄厚;分布于杭州湾两岸的浙江宁波舟山 和上海则在海港吞吐量方面实现全球领先,剑指世 界一流强港。 年国 5 7 3 7 3 1 1 1 有1元来自广东 2024年部分沿海省份海洋生产总值 单位:万亿元 1.26 2024年 士国海洋 川东 生产总值 L:30 10.54 ...

Core Insights - Hubei Province has completed a transportation investment of 104.16 billion yuan in the first half of the year, achieving 51.9% of its annual target, with a year-on-year growth of 1.8% [1] - The province aims for a total transportation investment of 200 billion yuan, striving for 220 billion yuan by the end of the year, focusing on major transportation projects [1][2] - The Han-Xiang-Gui inland waterway corridor, approximately 3,200 kilometers long, is a key project that will enhance connectivity between major river systems in China [2][3] Investment and Development Goals - Hubei's transportation investment in the first half of the year ranks third nationally and first in Central China [1] - The province plans to enhance its logistics efficiency through multi-modal transport and digital transformation, aiming to reduce costs and improve quality [1][2] - The Han-Xiang-Gui corridor will facilitate low-cost water transport to coastal ports, benefiting the central and western regions [2] Project Progress and Future Plans - The feasibility study for the Hanjiang Qianpan Mountain to Xinglong section of the waterway has been approved, marking progress in the Han-Xiang-Gui corridor project [3] - Hubei plans to start construction on key projects this year, targeting a fixed asset investment of 10 billion yuan and increasing port throughput capacity by 20 million tons [3]

Group 1 - The construction of a maritime power is a significant strategic task for the rejuvenation of the Chinese nation, with breakthroughs in marine economic development, technological innovation, and ecological restoration since the 18th National Congress of the Communist Party of China [1] - China's marine economy is projected to exceed 10 trillion yuan in production value for the first time in 2024, with a focus on high-tech, high-efficiency, and high-quality advancements [2] - The country has maintained a global lead in new ship orders, completed shipbuilding, and backlog orders, indicating a robust marine industry [2] Group 2 - Coastal regions are accelerating the high-quality development of the marine economy by optimizing spatial layout and industrial structure, with provinces like Fujian and Zhejiang implementing innovative strategies [3] - The establishment of marine economic demonstration zones and the promotion of high-quality development regulations in provinces like Guangdong provide comprehensive support for marine economic growth [2][3] - The integration of marine resources and technology is being enhanced through initiatives like the "Dream" exploration vessel and the promotion of marine numerical forecasting models [2]

Group 1: Future Transportation Technologies - The 17th International Transportation Technology and Equipment Exhibition is taking place in Beijing, showcasing new technologies in land, sea, and air transportation [1] - The Southwest Jiaotong University has developed a polymorphic coupling rail transportation dynamic model testing platform, capable of testing different maglev train systems, with a maximum test speed of 1500 kilometers per hour in a low vacuum environment [1][3] - The future of maritime vessels is expected to become more intelligent, with real-time data feedback from a land-based center for navigation and engine data [5] Group 2: Innovations in Air Travel - The new generation cabin display system developed by Tongji University in collaboration with Boeing (China) can transform cabin surfaces into interactive screens, allowing passengers to select entertainment options through gesture control [7] - The transportation sector is encouraged to enhance collaborative innovation among enterprises, universities, and research institutions, focusing on the integration of artificial intelligence and transportation to achieve breakthroughs in key technologies [9]

Core Viewpoint - Guangdong is set to achieve a marine economy GDP exceeding 2 trillion yuan in 2024, maintaining its position as a leader in China's marine economy for 30 consecutive years, contributing one-fifth of the national marine economy GDP and one-seventh of the regional GDP [1] Group 1: Modern Marine Industry System - Guangdong has established a comprehensive modern marine industry system with 6 out of 15 major marine industries ranking in the top three nationally, and emerging marine industries growing at an average annual rate of 14.7% over the past five years [3] - Traditional marine industries have seen an increase in value added exceeding 680 billion yuan, with a year-on-year growth of 7.5%, and the emergence of trillion-level offshore ranches and oil fields [3] - Since 2018, the provincial government has allocated 2 billion yuan in special funds to support the development of six major marine industries, resulting in 315 innovative projects and generating approximately 21.8 billion yuan in industrial output [3] Group 2: Five-Pronged Approach to Marine Economic Development - The Guangdong Provincial Committee emphasizes the goal of building a strong marine province and has established a work committee to oversee marine economic development, implementing a three-year action plan for marine strength [5] - The province has introduced a spatial planning framework to optimize marine industry development, including the "Guangdong Coastal Zone and Marine Spatial Planning (2021-2035)" to promote a balanced marine spatial layout [5] - The province aims to enhance collaboration between traditional industries and emerging sectors, leveraging state-owned and leading enterprises to drive growth in marine shipping and petrochemical industries [6] Group 3: Infrastructure and Environmental Protection - Guangdong is focusing on creating a modern marine city development pattern, integrating port, industry, and urban planning to enhance marine economic activities [6] - The province has approved the use of 27,500 hectares of marine area in 2024, marking a 78% year-on-year increase, while also implementing various measures for coastal protection and restoration [6] - The establishment of provincial marine laboratories and national-level innovation platforms aims to foster technological advancements in marine science and industry [7]