第一，牢牢把握"十五五"时期四川发展所处的历史方位。即将过去的"十四五"是迈步新征程的第 一个五年，在四川发展历程上具有里程碑意义。总书记对四川工作高度重视、寄予厚望，特别是 2022年、2023年连续两年亲临四川视察并作出重要指示，赋予打造"两高地、两基地、一屏障"使 命任务，为四川现代化建设擘画了美好蓝图。在以习近平同志为核心的党中央坚强领导下，省委 团结带领全省各族人民迎难而上、砥砺前行，新时代治蜀兴川事业发展取得重大成就，全省经济 总量跨过两个万亿元大关、跃升至全国第五位、实现历史性晋位，为"十五五"发展打下坚实基 础。 受省委常委会委托，我就《中共四川省委关于制定四川省国民经济和社会发展第十五个五年规划 的建议》（以下简称《建议》）起草情况，向全会作说明。 一、起草背景和主要考虑 习近平总书记高度重视"十五五"规划编制工作，深刻阐明一系列方向性、战略性、前瞻性重大问 题，为科学谋划"十五五"发展提供了根本遵循。党的二十届四中全会深入分析国内外形势，对未 来5年发展作出顶层设计和战略擘画，必将对党和国家事业发展产生重大而深远的影响。 省委十二届八次全会的主要任务是深入学习贯彻党的二十届四中全会精神和习 ...

2025年10月23日，《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》（下称《建 议》）审议通过。《建议》的内容广泛，涵盖了经济和社会政策的诸多方面。我想重点关注两项关键的 宏观经济政策：新质生产力的发展和提高家庭消费的计划。在我看来，这两项举措都体现了政策制定者 致力于缓解中国人口结构变化带来的影响。 中国的人口结构变化主要体现在劳动年龄人口减少和退休人员数量增加。这些趋势已经开始显现，并将 在2026至2030年以及后续几年加速（图1）。劳动年龄人口数量的下降将减少劳动力的供给，对商品和 服务的生产造成影响。而退休人口增加将减少国民储蓄。这些正是"十五五"规划努力应对的问题。 中国政府在提出《建议》的同时，明确了到2035年人均国内生产总值达到中等发达国家水平的中期发展 目标。其将这一目标定义为能够进入国际货币基金组织（IMF）认定的"发达国家"行列。目前，在IMF 的196个成员国中，只有41个被认为是发达国家（图2）。此外，在过去20年里，只有12个新兴市场国家 成为了发达国家，其中5个是像安道尔、马耳他和圣马力诺这样的小型经济体。 IMF的分类标准并不仅仅基于"经济"方面的表现，随着时 ...

Group 1: Economic Development Strategy - The "15th Five-Year Plan" period is crucial for achieving socialist modernization, emphasizing the need for continuous effort and progressive development[11] - The meeting highlighted the importance of maintaining a stable economic foundation, with strengths in the economy, resilience, and potential for long-term growth[12] - The goal is to achieve significant progress in high-quality development, with a focus on technological self-reliance and strengthening the real economy[14] Group 2: Technological Innovation and Self-Reliance - The emphasis is on accelerating high-level technological self-reliance to lead new productive forces, moving from merely having technology to achieving excellence and leadership[21] - Policies will focus on breaking through key core technologies and enhancing original innovation to seize future technological competition[22] - The aim is to create a robust national innovation system capable of producing disruptive technological achievements[21] Group 3: Domestic Demand and Economic Circulation - The strategy includes expanding domestic demand and strengthening the domestic economic cycle, with specific measures to enhance consumer spending and investment in human capital[23] - The focus is on creating a closed-loop logic between improving people's livelihoods and promoting consumption[24] - The meeting called for breaking down barriers to building a unified national market to unleash domestic demand potential[25] Group 4: High-Level Opening Up - The meeting stressed the need to expand high-level opening up and maintain a multilateral trade system, promoting reform and development through openness[27] - China aims to deepen institutional opening up, enhancing its economic resilience and competitiveness by aligning with international high standards[27] Group 5: Common Prosperity and Social Welfare - The meeting emphasized increasing efforts to improve people's livelihoods and advance common prosperity, ensuring coverage for all citizens[28] - Policies will focus on basic public services and strengthening social security for vulnerable groups[28] - The real estate sector is shifting towards high-quality development, focusing on meeting people's needs and improving product quality[28]

香港各界："十五五"时期香港将迎来新发展机遇 中新网香港10月26日电 (戴梦岚 华净雯)10月23日，中国共产党第二十届中央委员会第四次全体会议在 北京闭幕，会议审议通过了《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》。香港 社会各界人士持续关注"十五五"规划建议相关内容，表示将抓住"十五五"时期国家发展机遇，坚持高质 量发展，为强国建设贡献更大力量。 香港再出发大联盟表示，香港社会各界应把握国家"十五五"时期发展机遇，深度融入国家发展大局，推 动经济多元发展和社会全面进步，从而破解香港长期存在的深层次矛盾。凭借"一国两制"下享有"背靠 祖国、联通世界"的独特优势，香港可协助国家推动高水平对外开放、加快高水平科技自立自强，这同 时也将给香港由治及兴带来无限机遇。 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 港区全国政协委员、香港环保从业员总会主席林晓辉接受中新网记者采访时表示，全会提出了"十五 五"时期 ...

Core Points - The Fourth Plenary Session of the 20th Central Committee of the Communist Party of China reviewed and approved the "Suggestions on Formulating the 15th Five-Year Plan for National Economic and Social Development" [1][2] - The "Suggestions" outline seven key goals for the 15th Five-Year Plan, emphasizing high-quality development, technological self-reliance, deepening reforms, improving social civilization, enhancing living standards, advancing ecological progress, and strengthening national security [2][4] Group 1: Economic Development - The "Suggestions" consist of 15 parts and 61 articles, divided into three main sections: general overview, specific strategic tasks, and tasks to strengthen centralized leadership [2] - The expected GDP for this year is approximately 140 trillion yuan, indicating continued economic growth [2] - The 15th Five-Year Plan aims to create around 10 trillion yuan of new market space over the next five years through the enhancement of key industries [4] Group 2: Industrial Strategy - The plan prioritizes building a modern industrial system and strengthening the foundation of the real economy [4] - It emphasizes upgrading traditional industries and developing advanced manufacturing clusters, particularly in sectors like chemicals, machinery, and shipbuilding [4] - The plan also focuses on fostering emerging industries such as new energy, new materials, and aerospace, with an aim to create new economic growth points [4] Group 3: Domestic Demand Expansion - The strategy to expand domestic demand includes three aspects: increasing volume, improving efficiency, and facilitating circulation [5][6] - The plan proposes actions to boost consumption and investment, including implementing special actions to stimulate consumption and enhancing service consumption [6] - It aims to create a unified national market by breaking down local protectionism and market segmentation [6] Group 4: Social Development - The plan sets a target to increase the average life expectancy of Chinese residents to around 80 years by the end of 2024 [7] - It emphasizes the need for a comprehensive approach to healthcare, including optimizing medical insurance and drug procurement policies [7] - The plan also focuses on promoting a fertility-friendly society, improving elderly care, and developing the silver economy [7]

Group 1 - The core viewpoint of the article is that the current bull market in A-shares is characterized as a "confidence bull" driven by a significant shift in macroeconomic policy and an increase in risk appetite, rather than being fundamentally driven by corporate earnings [6][10][13] - A-shares have shown remarkable performance, with major indices reaching new highs and a significant increase in trading volume, indicating a strong market sentiment [2][3] - The increase in retail investor participation is evident, with a notable rise in new account openings and a shift of funds from savings to the stock market [3][4] Group 2 - The current bull market is not fundamentally driven, as economic indicators show signs of slowing down, including declines in industrial production, fixed asset investment, and real estate sales [4][5] - The bull market is influenced by a liquidity trap and a lack of alternative investment options, leading to a surge in capital inflow into the stock market as investors seek returns [5][9] - The driving forces behind the bull market include a significant increase in risk appetite and a decrease in the risk-free interest rate, which have been mutually reinforcing since the macroeconomic policy shift on September 24, 2023 [9][10][11] Group 3 - The macroeconomic policy shift on September 24, 2023, marked a turning point, leading to a series of measures that boosted market confidence, including monetary easing and support for the real estate sector [10][14] - The bull market is expected to have strategic significance for the development of new economies and hard technologies, providing necessary capital market support for these sectors [17] - The current bull market is seen as a potential driver for wealth effect recovery, which could positively impact consumer spending and the real estate market [17][18]

Core Viewpoint - A new round of technological revolution and industrial transformation is deeply developing, leading to a restructuring of global industrial and supply chains, with international competition becoming more intense. The manufacturing industry in China is expected to strengthen and improve in market competition, achieving high-quality development [1][3]. Group 1: Manufacturing Industry Performance - In June, the Manufacturing Purchasing Managers' Index (PMI) was reported at 49.7%, an increase of 0.2 percentage points from the previous month, marking two consecutive months of growth [1]. - Among the 21 surveyed industries, 11 are in the expansion zone, an increase of 4 from the previous month, indicating an overall improvement in the manufacturing sector's prosperity [1]. - The recovery in manufacturing is attributed to improvements in both supply and demand sides, with the new orders index returning to the expansion zone at 50.2% after two months below 50% [1][2]. Group 2: Economic Context and Challenges - The manufacturing sector reflects macroeconomic trends, with both supply and demand gradually improving, particularly in equipment and high-tech manufacturing, which are showing rapid growth [2]. - Despite the positive trends, the PMI remains below the 50% threshold, indicating that the foundation for economic growth still needs to be solidified [2]. - External challenges such as global economic slowdown, weak external demand, and geopolitical risks pose significant threats to China's economic development [2]. Group 3: Strategic Recommendations - To enhance the competitiveness of the manufacturing sector, it is essential to strengthen innovation capabilities, focusing on upgrading traditional industries through technological advancements [2][3]. - Policy implementation is crucial, with initiatives such as pilot programs for the integration of human resources services and manufacturing in selected cities aimed at exploring new paths for industrial upgrading and employment promotion [3]. - Continuous policy support is needed to stabilize investment, foreign trade, and consumption, facilitating the transformation of the manufacturing industry towards high-end, intelligent, and green development [3].