数字化浪潮席卷全球，特大城市治理迎来新的时代考题，郑州以数智强市建设为引擎，以城市高效 能治理创新实践中心为载体，在推进国家中心城市现代化建设的道路上勇毅前行。 市委十二届九次全会明确提出，"十五五"时期要纵深推进高效能治理，奋力打造数智强市，基本建 成全国城市高效能治理创新实践中心。 这一部署既是对"十四五"时期城市治理成果的延续深化，更是立足特大城市发展需求、破解治理难 题的战略抉择—— 紧扣"数智赋能、高效治理"核心，将数智强市建设与高效能治理创新实践中心打造有机衔接，纳 入"七个强市""七个中心"建设整体布局，其目标，不仅是构建技术先进、算力充沛、应用广泛的数智生 态，更要建立党建引领、数据驱动、全域协同的治理体系，实现城市治理从被动应对向主动预判、从经 验决策向数据决策、从分散作战向协同联动的转变，为特大城市治理现代化探索"郑州方案"。 "十四五"坚实筑基 数智治理初显成效 郑州打造"数智强市+高效能治理创新实践中心"，并非空中楼阁，而是建立在"十四五"时期的扎实 成就之上。 "十四五"期间，郑州迎难而上、砥砺奋进，在数智化建设与城市治理方面取得一系列突破性成就， 为"十五五"发展奠定坚实基础。 数 ...

Group 1 - Major investment banks like Goldman Sachs, Morgan Stanley, and UBS are optimistic about the global stock market outlook for 2026, expecting double-digit gains in both developed and emerging markets due to strong earnings growth, declining interest rates, and reduced policy headwinds [1] - The United States is projected to maintain its position as the global growth engine, driven by a resilient economy and an AI-driven supercycle that is leading to record capital expenditures and rapid earnings expansion [1] - The momentum of the AI industry is spreading globally across various sectors including technology, utilities, banking, healthcare, and logistics, creating both winners and losers amid an already imbalanced K-shaped economy [1] Group 2 - Goldman Sachs has released a list of recommended stocks for investment based on the Earnings Revision Leading Indicator (ERLI), which includes companies such as AIA Group (01299.HK), Xiaomi Group-W (01810.HK), Lenovo Group (00992.HK), and Hong Kong Exchanges and Clearing (00388.HK) [1] - Other notable stocks on the list include China Ping An (02318.HK), Zijin Mining (02899.HK), Techtronic Industries (00669.HK), and China Pacific Insurance (02601.HK) [1] - Additional companies mentioned are ZTO Express-W (02057.HK), Luoyang Molybdenum (03993.HK), Hua Hong Semiconductor (01347.HK), and China Aluminum (02600.HK) [1]

"如果中国消费在全球的占比能够接近制造业的体量，中国将新增一个不低于10万亿美元的超大消费市场。" 在中国（海南）改革发展研究院院长、海南自由贸易港研究院院长迟福林看来，这正是"十五五"时期中国经济高质量发展的关键变量。 12月29日，第63期南方出版论坛在广州举行，迟福林以《高质量发展与全面深化改革》为题作专题报告，围绕"内需主导、消费拉动"的发展路径，系统阐释 了"十五五"时期中国经济的重点方向与改革着力点。 在他看来，在全球经济不确定性明显上升、国际经贸秩序面临深刻调整的背景下，"坚持内需主导、建设强大国内市场"，将是适应发展阶段变化、增强中国 经济韧性的战略选择。 中国（海南）改革发展研究院院长、海南自由贸易港研究院院长迟福林（图源：时代周报黎广/摄） 服务型消费仍有提升空间 在迟福林看来，中国大市场由两大基本要素构成——中国制造与中国消费。前者正在通过转型升级，为全球提供创新与投资空间；后者则有潜力为世界经济 提供规模可观的新增需求。 他用一组数据作对比：2023年，中国制造业增加值占全球比重达28%，而最终消费支出占全球消费支出的比重仅为13.2%。如果中国最终消费支出的全球占 比能够与制造业大体 ...

来源：深圳特区报、深政观察 中共深圳市委关于制定深圳市国民经济和 社会发展第十五个五年规划的建议 （2025年11月28日中国共产党深圳市第七届 委员会第十一次全体会议通过） "十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期，将迎来深圳经济 特区建立50周年。中国共产党深圳市第七届委员会第十一次全体会议全面系统深入学习贯彻 习近平新时代中国特色社会主义思想，认真学习贯彻党的二十大和二十届历次全会精神，深入 贯彻落实习近平总书记对广东、深圳系列重要讲话和重要指示精神，坚定扛起党中央赋予深圳 的新时代历史使命，落实省委"1310"具体部署和省委十三届七次全会精神，体现时代性、把 握规律性、富于创造性，就制定深圳市国民经济和社会发展"十五五"规划提出以下建议。 一、抢抓"十五五"关键时期战略机遇，锐意进取、奋发作为，坚决在推进中国式现代化的伟 大实践中走在前列、勇当尖兵 （1）"十四五"时期深圳发展取得新进展新成效。 "十四五"时期，深圳发展历程极不平凡， 发展成果极为珍贵。在以习近平同志为核心的党中央坚强领导下，在省委的正确领导下，市委 团结带领全市广大党员干部群众，坚持稳中求进工作总基调，完整 ...

Core Insights - The "14th Five-Year" period has seen significant achievements in revitalizing Jilin's economy, with stable GDP growth and improved economic structure [1] - The focus is on building a modern industrial system, emphasizing the transformation of traditional industries and the growth of strategic emerging industries [2][3] - There is a strong push for innovation and the establishment of a robust technological platform, with a notable increase in high-tech enterprises [1][2] Economic Development - Jilin's GDP has shown stable growth, with a continuous optimization of the economic structure and enhanced resilience and vitality [1] - The province has implemented effective strategies to expand domestic demand, particularly in tourism and consumption sectors [1] Industrial Transformation - The strategy emphasizes the optimization and upgrading of traditional industries, including the transition of the automotive sector to new energy vehicles and the petrochemical industry towards higher quality and reduced oil dependency [2] - There is a focus on fostering strategic emerging industries such as new energy, new materials, and biomanufacturing, with specific targets for growth in these sectors [3][4] Future Industry Layout - Jilin aims to seize opportunities in future industries like artificial intelligence, hydrogen energy, and advanced manufacturing, with plans to develop a comprehensive ecosystem around these sectors [4] - The province is set to enhance its capabilities in high-performance computing and develop new battery technologies [4] Modern Service Industry - The development of the modern service industry is prioritized, with initiatives to enhance service quality and integrate with advanced manufacturing and agriculture [5] - There is a specific focus on promoting the ice and snow economy, including the development of related tourism and equipment industries [5] Infrastructure Development - Jilin plans to advance its infrastructure system, balancing new construction with the renovation of existing facilities, and enhancing digital infrastructure [6] - Key projects include the expansion of transportation networks and the optimization of water and energy resource management [6]

Core Viewpoint - The article discusses the phenomenon of "involution" in various industries, characterized by chaotic competition that undermines cost and quality standards, prompting calls for reform and regulatory action to address low-price disorderly competition [1][2]. Industry Overview - Over 20 national and local industry associations have called for a "counter-involution" movement across sectors including steel, automotive, photovoltaic, catering, finance, logistics, and beauty services, indicating widespread concern about the impact of this competition on industry transformation and development [1]. - The current competitive landscape has shifted from external expansion to internal exploration, leading to intensified competition among domestic firms as external competitors diminish [2]. Competitive Dynamics - The average gross profit margin for five leading wind power companies has plummeted from 19.2% in 2021 to 5.5% in 2024, with many firms reportedly operating at a loss [3]. - Quality and safety standards are under threat as companies cut costs in materials and processes to remain competitive, resulting in a significant number of substandard products in the market [3]. - Research and development expenditures among 30 major photovoltaic companies fell by 18.12% year-on-year in the first half of 2025, jeopardizing the industry's innovation capabilities [4]. Types of Competition - The article identifies four distinct forms of competition within the current landscape: - **Rule-breaking competition**: Involves illegal practices such as false advertising and substandard products, which undermine market fairness [5]. - **Internal consumption competition**: Characterized by homogenous competition in a limited market, leading to price wars without significant technological advancements [5]. - **Strategic investment competition**: Involves companies accepting short-term losses for long-term market positioning [5]. - **Innovation-driven price reduction**: Results from technological advancements that lower costs, indicating a healthy competitive environment [6]. Regulatory and Governance Actions - The government aims to create a fair competitive environment while companies focus on innovation and efficiency [8][12]. - New policies are being implemented to address issues such as "below-cost sales" and to enhance the regulation of unfair pricing practices [9]. - Industry associations are playing a crucial role in promoting self-regulation and rational pricing among companies [10]. Future Outlook - Despite the current challenges, companies express optimism about future growth, particularly in the renewable energy sector, with projections for significant increases in installed capacity by 2035 [12]. - Companies are adapting by focusing on cost efficiency, technological advancements, and exploring new markets, indicating a shift towards a more sustainable competitive strategy [11][12].

Core Insights - The Daduqiao District Political Consultative Conference (PCC) is actively engaging with local businesses to address their concerns and streamline processes, focusing on simplifying policy application systems and optimizing approval processes for factory expansions [1][2] - The PCC has implemented a "Five Thousand Action" initiative, which aims to connect a hundred committee members with a thousand enterprises, promoting economic development through various collaborative efforts [1][3] - Recent discussions have highlighted common issues faced by businesses, such as the mismanagement of newly constructed roads, which has led to parking violations affecting production and company image [2] Group 1 - The Daduqiao District PCC has organized roundtable discussions to directly address business concerns, resulting in over 100 issues being resolved for more than 200 enterprises this year [1] - The PCC's innovative approach includes on-site visits, online Q&A sessions, and policy advocacy to enhance the business environment [1][3] - The PCC has identified and proposed solutions for high-frequency issues, such as the management of newly constructed roads that have not been officially transferred, leading to parking problems [2] Group 2 - The PCC has focused on key areas such as technological innovation and consumer upgrades, providing suggestions to the district government for implementation [3] - Collaborative efforts have been made to promote rural revitalization through the integration of agricultural, cultural, and tourism resources [3] - Specialized discussions on various industries, including biomedicine and modern logistics, have provided valuable insights for government decision-making [3]

Core Viewpoint - The "2025 Argentina Enterprises and Shanghai Business Face-to-Face" event aims to enhance bilateral economic and trade cooperation between Argentina and Shanghai, leveraging the spillover effects of the China International Import Expo (CIIE) [1][3]. Group 1: Event Overview - The event was organized by the Shanghai Federation of Industry and Commerce and the Argentina-China Chamber of Commerce, focusing on creating an efficient platform for economic cooperation [1]. - The Shanghai Federation of Industry and Commerce has maintained a strong partnership with the Argentine business community since signing a cooperation memorandum in 2006, facilitating exchanges through visits, forums, and project connections [1][3]. Group 2: Economic Cooperation Potential - Argentina's Consul General in Shanghai emphasized the importance of Shanghai and the Yangtze River Delta region in terms of economic scale, consumer capacity, and market potential, highlighting Argentina's commitment to fostering multi-faceted cooperation [3]. - The Argentine pavilion at the CIIE showcased the food and beverage industry and promoted the "Argentine Brand," with over 80 Argentine companies participating, reflecting a strong interest in the Chinese market [3][4]. Group 3: Chamber of Commerce Initiatives - The Argentina-China Chamber of Commerce has been instrumental in promoting economic cooperation, with a focus on enhancing the business environment and addressing key issues such as double taxation and visa facilitation [4][5]. - Recent activities include hosting "China Day" and organizing participation in the CIIE, which have established significant platforms for bilateral trade [5]. Group 4: Agreements and Future Collaboration - During the event, key agreements were signed to deepen cooperation between the two chambers, including a memorandum of understanding and a strategic cooperation agreement between the Shanghai International Logistics Supply Chain Chamber and the Argentine Innovation Center [7][9]. - Companies from both regions engaged in discussions to explore collaboration opportunities, with a focus on practical economic cooperation [9].

Core Insights - Guangxi has been enhancing its business environment, transitioning from self-promotion to widespread recognition of its improvements in service and efficiency [1][2] Group 1: Mechanism and Efficiency Improvement - Guangxi has established a mechanism to promote projects to private capital and facilitate their participation in project construction, resulting in over 350 billion yuan in credit approvals through various financial matching events [1] - The region has implemented a regular mechanism for introducing key measures to improve the business environment, focusing on practical and operational initiatives [1] Group 2: Legal Framework and Fairness - A special review of laws and regulations affecting businesses has been conducted, leading to the modification of 32 regulations and the abolition of 22, with a focus on correcting unfair administrative practices [1] - The courts have resolved over 87,000 business-related cases this year, with an execution amount of 13.3 billion yuan, and a satisfaction rate of 92.87% for litigation services [1] Group 3: Cost Reduction and Support - Financial institutions in Guangxi have provided 73.04 billion yuan in subsidized loans to 19,000 businesses, while the average industrial and commercial electricity price has decreased by approximately 0.0745 yuan per kilowatt-hour [2] - The region has reduced natural gas costs for major users by over 650 million yuan and maintained a logistics cost-to-GDP ratio of 13.8%, below the national average for four consecutive years [2] Group 4: Service Improvement and Problem Resolution - Guangxi has addressed 4,181 issues identified through service research, achieving a resolution rate of 97.9%, and has improved the problem-solving rate for business complaints to 88% [2] - The "Enterprise Call I Handle" platform has assisted businesses in recovering over 1 billion yuan in overdue payments [2] Group 5: Reform and Public Welfare - Guangxi has implemented 154 reform measures and 30 micro-reforms aimed at benefiting the public and businesses, streamlining regulatory processes and enhancing credit repair for businesses [3] - A standardized regulatory checklist has been established, and a national platform for credit repair has restored 134,700 business credit records this year [3]

Group 1 - The core viewpoint of the articles highlights the resurgence of the low-altitude economy with Didi's entry, indicating that the industry is maturing as policies become more detailed, and companies involved in the related supply chain will benefit first, showcasing significant investment value [1] - The eVTOL (electric Vertical Take-Off and Landing) sector is gaining traction as a new carrier for the low-altitude economy, with numerous listed companies increasing their investments in this area. As of October 10, 2025, 33 listed companies have seen their stock prices double this year, with notable increases from companies like Beifang Changlong (301357.SZ) and Shanghai Xiba (603200.SH) [2][3] - The A-share low-altitude economy concept includes 434 listed companies, categorized into four core segments: complete machine manufacturing, core components, operational services, and air traffic management and support [3] Group 2 - In the complete machine manufacturing sector, leading companies like Wanfeng Aowei have over 260 aircraft orders, including a significant order of 100 units from Puyin Jinzu. The company plans to achieve mass production of flying cars by 2025 [4] - The core components of eVTOL are crucial for performance and safety, including power systems, avionics, and fuselage components. Companies like Zongshen Power are making strides with their CA500 aviation piston engine, which is set to be the first domestic aviation power product to gain airworthiness approval [5] - The battery sector is highly active, with companies like EVE Energy and CATL making significant advancements in battery technology for eVTOL applications. EVE Energy has showcased high-performance battery systems for electric airships and is developing solid-state batteries with a target energy density of 400Wh/kg by 2028 [7][12] Group 3 - The air traffic management system is dominated by companies like Lais Information, which holds a 90% market share and has secured over 2 billion in orders for air traffic information systems by 2025 [6] - The solid-state battery market is projected to grow significantly, with eVTOL expected to drive a demand increase of 30GWh for lithium batteries by 2030, creating a billion-dollar market for solid-state batteries [12][13] - The industry is supported by government policies aimed at promoting the production of high-performance aviation lithium batteries, with plans to achieve mass production of 400Wh/kg batteries by 2026 [12][13]