邀请函丨中信证券“谈经论策”第八季

来源：中信证券研究

尊敬的客户，您好！

中信证券谨定于4月9日在北京举办第八届“谈经论策”论坛，诚挚邀请您拨冗莅临，与全球投资者共探大势、共话未来。

“谈经论策” 论坛由中信证券研究部宏观政策组于2018年创设，旨在汇集全球经济与政策的真知灼见，为金融界、投资界人士搭建交流平台。历经八载深耕，论坛已成为行业内极具影响力与口碑的标志性活动。本届论坛将汇聚政策制定部门与国内外顶尖智库的知名学者及权威专家，围绕全球地缘博弈、国内宏观环境、深化改革、产业发展等核心议题展开深度研讨与思想碰撞。

谈经论策，畅叙幽情，中信证券诚邀各位客户积极报名参加。

中信证券股份有限公司

2026年4月

Dear Clients,

Greetings from CITIC Securities!

CITIC Securities is pleased to host the 8th Macro & Policy Dialogue in Beijing on April 9. We sincerely invite you to attend this event, where we will explore major market trends and discuss the future together with global investors.

Founded in 2018 by the Macroeconomic and Policy Research Team of CITIC Securities Research Department, the Macro & Policy Dialogue is designed to gather insights on global economy and policies, and build a communication platform for professionals in the financial and investment industries. This edition will bring together renowned scholars and authoritative thought leaders from policy-making authorities and top think tanks at home and abroad, for in-depth discussions and exchanges on key topics including global geopolitical competition, China’s macroeconomic environment, deepening reforms, and industrial development.

Let us engage in in-depth discussions on economy and policy. CITIC Securities sincerely invites all clients to register and participate.

CITIC Securities Co., Ltd.

April 2026

论坛日程安排

论坛一: “十五五”政策演进与改革深化

丨主持人丨

杨帆，中信证券宏观与政策首席分析师

09:00-09:45

“十五五”宏观经济与政策展望

张晓晶，国家金融与发展实验室主任、国家资产负债表研究中心主任

09:45-10:30

全球地缘格局重构下的大国博弈

吴心伯，复旦大学国际问题研究院院长、美国研究中心主任，复旦大学特聘教授

10:30-11:15

财税改革的深化路径与政策导向

李旭红，北京国家会计学院党委委员、副院长，财政部首批税政管理人才库专家，北京市政协委员

11:15-12:00

竞争政策体系的完善及其对资本市场的影响

黄勇，对外经济贸易大学法学院教授、竞争法中心主任，北京市人大常委会委员

论坛二：全球地缘变局与中国产业变革

丨主持人丨

于翔，中信证券政策研究首席分析师

13:30-14:15

美以伊战争及其外溢影响

田文林，中国人民大学区域国别研究院中东研究所所长，吴玉章特聘教授，中国中东学会常务理事

14:15-15:00

加快制造业数智化转型—人工智能融合发展的新机遇

张义，中国工业互联网研究院政策研究所所长

15:00-15:45

中国未来产业发展态势怎么看？

胡拥军，国家信息中心未来产业和平台经济研究中心秘书长

15:45-16:30

科技创新赋能产业高质量发展

陈劲，清华大学经济管理学院教授、技术创新研究中心主任

16:30-17:15

中国绿色低碳经济转型的逻辑、展望与制度创新

张希良，清华大学核能与新能源技术研究院教授、能源环境经济研究所所长

闭门会议

丨主持人丨

田良，中信证券金融产业首席分析师

13:30-14:20

银行信贷支持经济的重点领域与前景展望

田新峰，中信银行总行大客部副处长

14:20-15:10

保险资产大类配置

王女士，前清华大学中国保险与养老金研究中心研究专员

15:10-16:00

保险资金权益投资展望

翟先生，人保资本保险资产管理有限公司投资总监

16:00-17:00

从证券资金看股票市场活跃度

张金其，上海岗底斯信息技术有限公司副总经理

Forum 1 · Policy Evolution & Reform Deepening During the 15th Five-Year Plan Period

09:00-09:45

The 15th Five-Year Plan Period: Macroeconomy and Policy Outlook

Zhang Xiaojing, Director of National Institution for Finance & Development, Director of National Balance Sheet Research Center

09:45-10:30

Great Power Game Under the Reconstruction of the Global Geopolitical Pattern

Wu Xinbo, Dean of Institute of International Studies, Director of Center for American Studies, Distinguished Professor, Fudan University

10:30-11:15

Deepening Path and Policy Orientation of Fiscal and Tax Reform

Li Xuhong, Member of the Party Committee and Vice President of the National Accounting Institute for Beijing, Expert in the First Batch of Tax Policy Management Talent Pool of the Ministry of Finance, Member of the Beijing Municipal Committee of the CPPCC

11:15-12:00

Perfecting Antitrust Rule of Law for a Unified National Market

Huang Yong, Professor of School of Law, Director of Competition Law Center, University of International Business and Economics, Member, Standing Committee of Beijing Municipal People’s Congress

Forum 2 · Global Geopolitical Changes & China’s Reform Policy Options

13:30-14:15

The US-Israel-Iran Conflict and Its Spillover Effects

Tian Wenlin, Director of Middle East Institute at the School of Global and Area Studies, RUC

14:15-15:00

Accelerating Digital-Intelligent Transformation of Manufacturing: New Opportunities for AI Integration

Zhang Yi, Director, Policy Research Institute, China Academy of Industrial Internet

15:00-15:45

Outlook for the Development of Future Industries in China

Hu Yongjun, Secretary-General of Future Industry and Platform Economy Research Center, State Information Center

15:45-16:30

Scientific and Technological Innovation Empowering High-Quality Industrial Development

Chen Jin, Professor of School of Economics and Management, Director of Research Center for Technological Innovation, Tsinghua University

16:30-17:15

Logic, Outlook and Institutional Innovation of China’s Green and Low-Carbon Economic Transition

Zhang Xiliang, Director of Institute of Energy, Environment and Economy, Professor of Institute of Nuclear and New Energy Technology, Tsinghua University

Closed-Door Session

13:30-14:20

Key Areas and Prospects of Bank Credit Support for the Economy

Tian Xinfeng, Deputy Director, Major Client Department, Head Office of China CITIC Bank

14:20-15:10

Insurance Asset Allocation

Ms. Wang, Former Research Specialist at China Center for Insurance and Pension Research, Tsinghua University

15:10-16:00

Outlook on Equity Investment by Insurance Funds

Mr. Zhai, Investment Director PICC Capital Insurance Asset Management Co., Ltd.

16:00-17:00

Stock Market Activity from the Perspective of Securities Capital

Zhang Jinqi, Deputy General Manager Shanghai Kailides Information Technology Co., Ltd.

报名与参会方式