【券商聚焦】中金公司：“十五五”期间资本市场有望呈现“长期”、“稳进”趋势

金吾财讯

Nov 13

金吾财讯 | 中金公司发研报指，“十五五”时期是资本市场进一步通过投融资综合改革，推进高质量发展的关键阶段。“十五五”规划建议提出“提高资本市场制度包容性、适应性，健全投资和融资相协调的资本市场功能”。证监会署名文章对“十五五”期间重点任务举措做出部署：1）积极发展股权、债券等直接融资；2）推动培育更多体现高质量发展要求的上市公司；3）营造更具吸引力的“长钱长投”制度环境；4）着力提升资本市场监管的科学性、有效性；5）稳步扩大资本市场高水平制度型开放；6）共同营造规范、包容、有活力的资本市场生态。该机构认为“十五五”期间资本市场有望呈现“长期”、“稳进”趋势：第一，我国政府重视资本市场的发展，资本市场在“十五五”及2035年远景目标实现过程中有望发挥更为重要作用；第二，中国资产背后的基本面具备基础稳、优势多、韧性强、潜能大等特征；第三，中国股票资产面临全球货币体系重构的历史机遇，资产重估可能仍在初期阶段；第四，A股整体估值相对合理，并未高估。该机构认为因地制宜发展新质生产力、扩内需、促消费、惠民生或是“十五五”重要政策方向，数字科技、空间经济、高端制造、内需消费、生物科技等产业的结构性机会值得关注。

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【券商聚焦】中金公司：“十五五”期间资本市场有望呈现“长期”、“稳进”趋势\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2025-11-13 09:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/601995\">中金公司</a>发研报指，“十五五”时期是资本市场进一步通过投融资综合改革，推进高质量发展的关键阶段。“十五五”规划建议提出“提高资本市场制度包容性、适应性，健全投资和融资相协调的资本市场功能”。证监会署名文章对“十五五”期间重点任务举措做出部署：1）积极发展股权、债券等直接融资；2）推动培育更多体现高质量发展要求的上市公司；3）营造更具吸引力的“长钱长投”制度环境；4）着力提升资本市场监管的科学性、有效性；5）稳步扩大资本市场高水平制度型开放；6）共同营造规范、包容、有活力的资本市场生态。该机构认为“十五五”期间资本市场有望呈现“长期”、“稳进”趋势：第一，我国政府重视资本市场的发展，资本市场在“十五五”及2035年远景目标实现过程中有望发挥更为重要作用；第二，中国资产背后的基本面具备基础稳、优势多、韧性强、潜能大等特征；第三，中国股票资产面临全球货币体系重构的历史机遇，资产重估可能仍在初期阶段；第四，A股整体估值相对合理，并未高估。该机构认为因地制宜发展新质生产力、扩内需、促消费、惠民生或是“十五五”重要政策方向，数字科技、空间经济、高端制造、内需消费、生物科技等产业的结构性机会值得关注。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1147","symbol_name":"投资银行业与经纪业","start_time":0,"source_url":"1969541","article_id":"2583580038","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2583580038","pubTimestamp":1762995732,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"“十五五”规划建议提出“提高资本市场制度包容性、适应性，健全投资和融资相协调的资本市场功能”。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601995":"中金公司","BK1147":"投资银行业与经纪业","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK1564":"中资券商股","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","BK1516":"腾讯概念","BK0276":"资本市场","03908":"中金公司","BK1501":"阿里概念股","LU0359201612.USD":"贝莱德中国基金A2"},"translate_title":"[Brokerage Focus] CICC: The capital market is expected to show a \"long-term\" and \"steady progress\" trend during the \"15th Five-Year Plan\" period","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601995":1.5,"03908":1.5},"content_text":"金吾财讯 | 中金公司发研报指，“十五五”时期是资本市场进一步通过投融资综合改革，推进高质量发展的关键阶段。“十五五”规划建议提出“提高资本市场制度包容性、适应性，健全投资和融资相协调的资本市场功能”。证监会署名文章对“十五五”期间重点任务举措做出部署：1）积极发展股权、债券等直接融资；2）推动培育更多体现高质量发展要求的上市公司；3）营造更具吸引力的“长钱长投”制度环境；4）着力提升资本市场监管的科学性、有效性；5）稳步扩大资本市场高水平制度型开放；6）共同营造规范、包容、有活力的资本市场生态。该机构认为“十五五”期间资本市场有望呈现“长期”、“稳进”趋势：第一，我国政府重视资本市场的发展，资本市场在“十五五”及2035年远景目标实现过程中有望发挥更为重要作用；第二，中国资产背后的基本面具备基础稳、优势多、韧性强、潜能大等特征；第三，中国股票资产面临全球货币体系重构的历史机遇，资产重估可能仍在初期阶段；第四，A股整体估值相对合理，并未高估。该机构认为因地制宜发展新质生产力、扩内需、促消费、惠民生或是“十五五”重要政策方向，数字科技、空间经济、高端制造、内需消费、生物科技等产业的结构性机会值得关注。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}