阮晓东《2024年“两会”政府工作报告分析和新兴市场拓展》

阮晓东老师介绍

老师介绍 : 中科院博士，产业经济、区域经济研究专家

主讲课程 : 宏观经济,区域经济,产业发展,低空经济

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阮晓东《2024年“两会”政府工作报告分析和新兴市场拓展》

课程大纲

—“新质生产力”产业发展的重点领域及发展机遇

1、2024两会整体思路以及整体报告导向分析

·增长目标持平，积极政策延续

·积极财政：万亿国债持续增发

·稳健货币：盘活存量、提升效能

·扩大内需：设备更新、耐用品换新

·化解风险：标本兼治，关注地产

·房地产：重在托底，不强刺激

·现代化产业：加快发展新质生产力

·保民生稳就业：提高社保补助标准

·资本市场：增强内在稳定性

2、从2024年两会看中国经济新版图及投资风险及机遇

·区域一体化下的城市发展：基础设施及新基建

·绿色发展引领的产业创新：碳中和及相关产业

·内需引导与一带一路并举：出口替代与进口平衡

·新城镇化与公共产业发展：养老经济与城市更新

·人口：生育政策后我国健康产业及中医药的新热点

·风险：金融、供应链、地缘安全影响及不确定因素分析

3、新质生产力的主要内涵、发展路径和主要行业趋势分析

·新质生产力以数字化、网络化、智能化新技术为支撑

·以数据为关键生产要素，以科技创新为核心驱动力

·新质生产力以深化高新技术应用为主要行业特征

·新质生产力的经济社会影响具有广泛性和革命性

·战略性新兴产业保持稳定，未来产业发展新格局新态势

·新一代信息技术领域全面走向国际前列，局部领域短板仍在

4、我国新质生产力涉及的产业发展情况及投资机遇

·生物新技术和新产品实现广泛应用，相关产业逐步成主导产业

·先进制造业向着智能化、高效化、绿色化方向快速发展

·低碳化和无碳化正成为当代能源产业、节能环保发展的大趋势

·生物医药、轨道交通、电子信息等产业的发展态势分析

·6G技术、大数据、量子技术、虚拟现实发展态势分析

·航空航天、可控核聚变、新材料、低空经济等发展态势分析

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