坚定不移推动高质量发展，巩固稳中有进良好态势，全力以赴稳经营、提质效。落脚到实践中，就是要 精准捕捉潜在市场需求，创新提升商品和服务品质，以抢抓市场拓展发展空间；坚持向内挖潜，做好全 面预算管理，以强化管理提高发展质量；用好各类支持政策，靠前谋划实施一批重大项目和标志性工 程，以有效投资积蓄发展潜力。 推进布局优化和结构调整，加速构建现代化产业体系。国有经济优化布局和调整结构，不是简单收缩或 盲目扩张，而是坚持核心功能导向，遵循发展规律和改革方向，对国有经济布局进行系统性重构。新能 源、新能源汽车、新材料、航空航天、低空经济、量子科技、6G等，是接续发力的重点领域；具身智 能、生物制造、海洋能、绿色船舶等，是需要超前谋划的前沿赛道。 "新征程上，中央企业要充分认识肩负的职责使命，更好服务党和国家工作大局，服务经济社会高质量 发展，服务保障和改善民生，勇担社会责任，为中国式现代化建设贡献更大力量。"习近平总书记对中 央企业工作作出的重要指示，是国资央企各项工作的总方针、总纲领、总遵循。切实增强核心功能、提 升核心竞争力，以央企新担当护航中国式现代化新征程，已成为广泛共识并正转化为火热实践。 在我国经济社会发展中 ...

钛媒体App 12月29日消息，国务院国资委党委书记、主任张玉卓在学习时报刊发文章《坚定不移做强做 优做大国有企业和国有资本》。其中提到，确保在现代化产业体系建设上取得新突破。中国式现代化的 物质技术基础是产业现代化。当前，全球经济增长所依托的支柱产业正在发生显著变化，我国经济增长 的动力也在加快转换。中央企业作为建设现代化产业体系的排头兵，必须立足实体经济、聚焦主责主 业，坚持智能化、绿色化、融合化发展方向，以编制实施国资央企"十五五"规划为契机，持续优化国有 经济布局，因企制宜培育发展新质生产力，加快传统产业转型升级，深化拓展"人工智能+"行动，通过 设备改造、技术攻关、产品升级、品牌建设等多种途径，进一步增加高端产品和服务供给，不断巩固提 升我国传统优势产业在全球产业分工中的地位和竞争力；更大力度布局发展新兴产业和未来产业，依托 焕新、启航行动，接续发力新能源、新能源汽车、新材料、航空航天、低空经济、量子科技、6G等重 点领域，积极发展平台经济，超前谋划具身智能、生物制造、海洋能、绿色船舶等前沿赛道；着力打造 市场化、专业化国有资本运作平台，构建覆盖种子期、天使期、成长期、母基金等全链条的产业投融资 体 ...

"五年来，我们以前所未有力度加强科技创新，持续调整优化布局结构，中央企业研发经费累计超过5万 亿元，重大创新成果捷报频传，新兴产业领域投资年均增速超过20%，科技人才数量增加近50%，新质 生产力发展积厚成势。"张玉卓说。 2026年，聚焦融合强创新、促转化 12月22日至23日，中央企业负责人会议在京举行。会议总结了国资央企2025年工作和"十四五"规划成 绩，研究提出"十五五"工作思路，并部署了2026年重点工作。会议旨在推动中央企业增强核心功能、提 升核心竞争力，为开创中国式现代化建设新局面作出新的更大贡献。 "1至11月，中央企业研发投入8901.6亿元，研发投入强度达到2.62%。"国务院国资委主任张玉卓在会上 表示，2025年，国务院国资委持续加强政策供给，各中央企业以更大力度强化自主创新，在国家创新体 系中的作用更加凸显，创新能力稳步提升。 2025年，创新成效不断显现 张玉卓谈道，2025年，中央企业创新成效不断显现。97个原创技术策源地取得标志性成果121项。 记者从会上获悉，中央企业协同创新扩围提质。23个创新联合体新吸纳超过100家创新主体参与攻关， 1000多个合作项目高质量推进。8家 ...

2026年是"十五五"规划开局之年。国资央企如何统筹抓好改革发展等各项工作？日前举行的中央企 业负责人会议释放了新信号。 信号一：全力以赴稳经营、提质效 今年以来，国际环境变乱交织，中央企业顶住压力、经营稳中有进，1至11月实现增加值9.5万亿 元，同比增长1.4%。 新的一年，面对不确定难预料因素增多，中央企业怎么干？ 国务院国资委主任张玉卓在会上提出，中央企业要以抢抓市场拓展发展空间，要密切关注宏观形 势，加强行业运行结构性、趋势性分析，提升产供储销各环节的反应灵敏度；要通过强化管理来提高发 展质量，坚持向内挖潜，做好全面预算管理，加强全员、全要素、全生命周期成本管控。 今天的投资，就是明天的竞争力。2025年前11个月，央企完成固定资产投资（不含房地产）3.3万 亿元。 新的一年，国务院国资委要求中央企业继续"以有效投资积蓄发展潜力"，明确要求围绕产业链强基 补短、基础设施建设、能源资源保障、前瞻产业布局等重点领域，用好各类支持政策，靠前谋划实施一 批重大项目和标志性工程。 信号二：多措并举优布局、调结构 国有经济布局优化和结构调整，是做强做优做大国有资本和国有企业的内在要求。 "下一步，我们将以高质量 ...

央广网北京12月23日消息（记者 万玉航）近日，国务院国资委党委书记、主任张玉卓在接受媒体采访 时表示，近年来，国资央企在传统产业升级和新兴产业培育上协同发力，深入实施中央企业产业焕新、 未来产业启航、"AI+"等专项行动。 "十四五"时期，中央企业新兴产业领域投资年均增速超过20%，在新一代信息技术、新能源、新材料、 高端装备制造等领域打造了一批世界级产业集群，有力推动关键产业爬坡过坎、升级发展。 "十五五"时期，将指导推动中央企业进一步聚焦主责主业、发展实体经济，推动产业体系不断向高附加 值、高技术含量的方向跃迁，在建设现代化产业体系中发挥好龙头牵引作用。 抓好传统产业转型升级。深入开展新一轮中央企业数字化转型行动，深化拓展"AI+"专项行动，推动人 工智能、大数据、云计算、5G、物联网等信息技术与传统产业全过程、全要素深度融合，持续推进技 术改造和大规模设备更新，带头落实重点行业领域碳达峰实施方案，促进资源高效循环利用，加快产品 迭代升级，强化高端产品供给，推动实现智能化、绿色化、融合化发展。 抓好新兴产业和未来产业培育。深入实施焕新、启航行动，突出工程和场景牵引，找准未来5年体量足 够大、增速足够快、 ...

当"全球最大自贸港"落地海南，封关一词让很多人产生疑惑：这是否要把海南"封起来"？封关后去海南是否要办证、海南是不是要成第二个香港等等讨论 引爆了社交媒体。封关并非"封岛"，虽着眼在"封"，但实则是"放"，并且是更大程度的"开放"，其核心是四个字：境内关外。 对普通人来说，海南依然是中国境内，拿身份证就能自由往返；但对商品而言，海南已成为"关外"特殊区域。封关的本质，是把"管人"和"管物"拆开，既 保障人员自由流动，又实现商品最大限度开放。海南自贸港的定位是当今世界最高水平的开放形态，这场"封关"不是与世隔绝的壁垒，而是中国向世界敞 开大门的新坐标。 海南自贸港封关了，它的影响在封关的当天就显现出来，仅三亚一个城市免税的商品销售额就达到了1.18亿元人民币，同比增长了85%。当然，这只是政 策红利的一小部分，要担得起中国新一轮改革开放的关键试验区这个重任，海南自贸港的核心定位和最重要的作用是什么？对国家经济和民众生活又有怎 样的影响？ Part. 1 2025年12月18日，海南自贸港正式启动全岛封关运作，引发了国际社会广泛关注。 封关不封岛传递了重要信号，内涵丰富，既集聚了诸多政策优势与制度创新，自由化及自 ...

Core Viewpoint - The spring market rally may occur earlier this year due to various catalysts and the late timing of the Spring Festival, with a shift in market focus from large-cap value stocks to small-cap growth stocks, particularly in the AI application sector [1][8]. Group 1: Spring Rally Dynamics - Historical patterns indicate that spring rallies are more likely when the market is in a state of speculation, particularly when there are divergences in the DDM three-factor model [2][9]. - The current economic environment is characterized by moderate recovery, making a spring rally a high-probability event under speculative conditions [2][9]. - The late timing of the Spring Festival this year may lead to earlier market movements influenced by policy changes, economic data, and risk events, similar to trends observed in 2013 and 2018 [2][9]. Group 2: Five-Year Planning Impact - The release of five-year planning proposals historically correlates with stronger spring rallies, as seen in the aftermath of proposals in 2010, 2015, and 2020 [3][11]. - The current proposal emphasizes a shift towards growth styles following the initial dominance of value styles, reflecting a broader trend observed in previous five-year plans [3][11]. - Key sectors highlighted in the five-year plans, such as high-end manufacturing, energy construction, and new technologies, tend to perform well during spring rallies [4][12]. Group 3: Strategic Focus of the 15th Five-Year Plan - The 15th Five-Year Plan focuses on optimizing traditional industries, expanding emerging industries, and forward-looking layouts for future industries, particularly in AI and technology [5][13]. - The plan prioritizes the construction of a modern industrial system, high-level opening up, and improving people's livelihoods, which are expected to drive economic growth [6][13]. - Specific sectors such as quantum technology, biotechnology, and renewable energy are identified as future growth points, aligning with global trends in technology and innovation [6][14]. Group 4: Investment Opportunities - The upcoming spring rally is expected to favor sectors related to technology trends, such as AI applications and consumer electronics, which have shown signs of stagnation [7][14]. - High-demand sectors like semiconductors, energy storage, and wind power are anticipated to benefit from the rally [7][14]. - The market is advised to pay attention to low-positioned technology sectors, including robotics and innovative pharmaceuticals, which may have rotation potential [7][14].

Core Viewpoint - The article discusses the recent trend of local governments in China issuing special bonds to inject capital into government investment guidance funds, aiming to enhance funding efficiency and stimulate market liquidity, particularly in the technology innovation sector [4][6][12]. Group 1: Special Bonds and Government Investment Guidance Funds - Multiple regions, including Guangdong, Sichuan, and Shanghai, are set to issue a total of 200 billion yuan in special bonds, with Shenzhen recently issuing 65.2 billion yuan, primarily directed towards government investment guidance funds [5][6]. - The total scale of special bonds directed towards government investment guidance funds has exceeded 800 billion yuan, indicating a significant shift in funding strategy [5][6]. - The issuance period for these special bonds ranges from 10 to 30 years, with a focus on technology innovation as the primary investment area [5][6]. Group 2: Policy Changes and Implications - The policy shift allowing special bonds to be used for government investment guidance funds marks a significant change from previous regulations that prohibited such practices due to risk management concerns [10][11]. - The change is seen as a response to diminishing returns from traditional infrastructure investments and aims to transition fiscal policy from merely "supplementing projects" to "nurturing industries" [12][11]. - The government investment guidance funds are designed to leverage public funds to attract more social capital into strategic sectors, enhancing the efficiency of fund utilization and promoting industrial upgrades and technological innovation [13][12]. Group 3: Focus on Technology and Innovation - Local governments are increasingly directing special bonds towards technology innovation, with specific allocations for sectors such as artificial intelligence, aerospace, and biomedicine [15][18]. - The investment focus has shifted from broad areas to more specialized fields, aligning with China's transition from factor-driven to innovation-driven economic growth [15][16]. - The government investment guidance funds are expected to play a crucial role in addressing early-stage investment gaps in technology and innovation, thereby fostering the development of internationally competitive enterprises [16][19]. Group 4: Regional Strategies and Outcomes - Different regions are adopting tailored strategies based on their unique resources and development stages, with cities like Beijing and Shanghai focusing on advanced research and development capabilities [17][19]. - Shenzhen has established a robust government guidance fund system, with over 150 billion yuan in public funding attracting nearly 500 billion yuan in social capital, demonstrating a significant multiplier effect [18][17]. - The article emphasizes the need for a market-oriented approach and professional participation to enhance risk management and ensure effective use of fiscal resources in government investment guidance funds [19].

Core Points - The Ministry of Industry and Information Technology announced the launch of the National Emerging Industry Development Demonstration Base creation initiative, aiming to establish around 100 park-type and 1,000 enterprise-type demonstration bases by 2035 [1][2] - The initiative focuses on key emerging industries such as new generation information technology, new energy, new materials, biotechnology, high-end equipment, intelligent connected new energy vehicles, green environmental protection, low-altitude equipment, and aerospace [1][2] - The creation period for these demonstration bases is set for two years, after which an evaluation will be conducted to assess the completion of key tasks and performance indicators [1] Group 1 - The demonstration bases will include two categories: park-type and enterprise-type, with the goal of enhancing industrial innovation capabilities and optimizing the industrial development environment [2][3] - Demonstration parks will focus on promoting the cluster development of leading industries, attracting quality enterprises, and forming a development pattern that integrates large and small enterprises [3] - The initiative aims to establish a collaborative innovation system that integrates industry, academia, and research, enhancing the supply capacity of key common technologies and improving the conversion and industrialization of scientific and technological achievements [3] Group 2 - The work plan emphasizes the need for a strong industrial ecosystem, enhancing cooperation among upstream and downstream enterprises, and promoting the deep integration of innovation chains, industrial chains, capital chains, and talent chains [3] - It also highlights the importance of improving industrial governance capabilities and exploring management methods that meet the needs of emerging industries [3] - The initiative is expected to create a robust backbone force and important engines for leading the development of emerging industries, providing strong support for shaping new economic development momentum and advancing new industrialization [2]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has initiated the creation of National Emerging Industry Development Demonstration Bases to promote the growth of emerging industries in China, aligning with national strategic goals for 2035 and the 14th Five-Year Plan [1][2]. Group 1: Overall Requirements - The initiative aims to guide high-quality development and establish a modern industrial system centered on advanced manufacturing, focusing on key emerging industries [6][25]. - The creation of demonstration bases will emphasize local conditions, central-local collaboration, and the integration of various resources to foster innovation and development [6][26]. Group 2: Creation Objectives - By 2035, the goal is to establish approximately 100 demonstration parks and around 1,000 demonstration enterprises, enhancing innovation capabilities and optimizing the industrial environment [7][26]. - The focus will be on key emerging industries such as new-generation information technology, renewable energy, and high-end equipment [8][28]. Group 3: Demonstration Tasks - Demonstration parks will concentrate on developing industry clusters, enhancing innovation, and improving governance to foster high-quality growth [10][30]. - Demonstration enterprises will focus on product development, technological innovation, and management efficiency to increase market share and revenue [11][32]. Group 4: Evaluation Indicators - Evaluation indicators for demonstration parks include cluster development, collaborative innovation, ecological optimization, and governance improvement [12]. - For demonstration enterprises, indicators will focus on product development, technological innovation, business model innovation, and management effectiveness [12]. Group 5: Creation Cycle and Procedures - The creation period for demonstration bases is set at two years, followed by an evaluation and acceptance process [13]. - The MIIT will oversee the application process, evaluation, and recognition of qualified demonstration bases [15][34]. Group 6: Recognition and Impact Assessment - Successful demonstration bases will be officially recognized and awarded, with a review every three years to assess their impact and effectiveness [17][42]. - Bases that fail to meet standards or engage in misconduct will have their recognition revoked [42].