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上证报:扩内需存量政策将加快落地
news flash·2025-07-17 23:28

Group 1 - The core viewpoint is that to strengthen the domestic circulation and promote a strong synergy for expanding domestic demand, existing policies will accelerate implementation in the second half of the year [1] - According to the chief economist of Minsheng Bank, there is still significant room for expanding domestic demand through existing policies [1] - For fiscal policy, there is over 7 trillion yuan of broad fiscal space remaining for the second half of the year, with specific remaining amounts of 4.03 trillion yuan for deficits, 2.24 trillion yuan for special bonds, and 745 billion yuan for ultra-long special government bonds [1] Group 2 - After the fiscal funds are in place, a special fund of 138 billion yuan for replacing old with new will be distributed in two batches in July and October [1] - New policy financial tools are currently in the consultation phase, with some localities preparing projects in line with the consultation draft, and the funding amount for this round of new policy financial tools may be 500 billion yuan [1]