中国证监会主席吴清在2026金融街论坛年会上表示,中国经济长期向好趋势强劲,资本市场底层逻辑发生深刻变化,中国资产配置价值凸显。他强调上市公司经营质量提升,并指出全球地缘政治与技术变革对资本市场的影响。
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吴清在2026金融街论坛年会上发表讲话,讨论中国资本市场现状及未来挑战。
中新社北京10月19日电 (记者 陈康亮)中国证监会主席吴清19日在北京表示,中国资产的配置价值更加凸显。
吴清是在当天举行的2026金融街论坛年会上作上述表述的。他指出,中国宏观政策发力提效,创新动能不断释放,中国经济向新向优、长期向好的支撑条件和基本趋势依然强劲,资本市场运行底层逻辑已悄然发生深刻变化,中国资产的配置价值更加凸显。
吴清表示,今年是“十五五”开局之年,中国证监会全力应对多重超预期输入性风险挑战,一体推进防风险、强监管、促高质量发展,市场基础制度逐步完善,全链条监管体系不断健全,投融资综合改革持续推进,资本市场动能向新、结构向优、生态向好,有效回报投资者、有力服务经济社会高质量发展。
官方统计显示,作为国民经济“压舱石”、产业发展“领头羊”的上市公司,经营发展进一步提质增效,上半年共实现营收37.7万亿元(人民币,下同),净利润3.6万亿元、同比增长19.5%,年内分红回购2.1万亿元,是同期IPO(首次公开发行股票)融资和再融资的2.7倍。
“上市公司投资价值有效提升,不仅夯实了资本市场行稳致远的根基,更彰显了中国经济高质量发展的底气和活力。”吴清说。
同时,吴清提醒,当前百年变局加速演进,新一轮科技革命和产业变革蓬勃发展,世界政治经济格局和金融生态面临深刻调整和重塑,对资本市场产生日益广泛而深远的影响。一是地缘冲突扰动抬升全球风险溢价,二是利率环境复杂化推动资产再定价再平衡,三是人工智能驱动市场加快变革,四是全球市场联动共振明显加大。
At the opening ceremony of the 2026 Financial Street Forum Annual Meeting, Ding Xiangqun, director of the State Administration of Financial Supervision, said that China's banking and insurance industries are operating stably overall, large institutions are operating steadily, small and medium-sized institutions are advancing in an orderly manner in reforming and de-risking risks, and risks are generally controllable. She emphasized the need to focus on key areas to proactively mitigate risks, improve disposal mechanisms, strengthen coordination and linkage, severely crack down on illegal financial activities, and promote the construction of financial rule of law so that the regulatory system can truly become a "live high-voltage line."

Mintek, South Africa's national mineral research institute, cooperated with the Steenkampskohl Mine to successfully develop rare earth refining technology and enter mass production. Although the goal is to diversify the world's dependence on Chinese raw materials, the first batch of products is still mainly exported to China because of the scarcity of facilities with the ability to handle radioactive materials around the world.
The 2026 Financial Street Forum Annual Conference opened in Beijing. Pan Gongsheng, Governor of the People's Bank of China, announced that he would expand the scope of application of the Standing Lending Facility, establish liquidity support tools for non-bank institutions, promote bond market interconnection, and pilot overseas RMB clearing banks to participate in the domestic foreign exchange market to support the development of technology finance.
The first phase of the 140th Canton Fair ended in Guangzhou on October 19. Overseas buyers took away sample bags representing Made in China, handbags representing partnership, and “wallets” representing future trade intentions through this exhibition, which reflects the vitality of China’s foreign trade and the recognition of the global market.
Pan Gongsheng, governor of the People's Bank of China, said at the 2026 Financial Street Forum Annual Meeting that the central bank will consider opportunities to switch the main operating periods of the open market to overnight, promote the diversification of loan interest rate pricing benchmarks, and gradually withdraw from the benchmark interest rates for deposits and loans of financial institutions.
The first phase of the 140th Canton Fair closed in Guangzhou on October 19. This exhibition focuses on advanced manufacturing, new energy and embodied intelligence, attracting more than 12,000 companies to participate. Cutting-edge achievements such as robots and intelligent connected cars were displayed on site, and many exhibitors received a large number of overseas orders.