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华源证券刘晓宁:股市有望保持稳中向好态势
Zheng Quan Shi Bao Wang·2025-07-30 11:53

Core Viewpoint - The Central Political Bureau of the Communist Party of China held a meeting on July 30 to analyze the current economic situation and plan for economic work in the second half of the year, emphasizing the importance of macroeconomic policies and the upcoming Fourth Plenary Session of the 20th Central Committee in October to outline the 15th Five-Year Plan [1] Economic Growth - China's GDP growth rate for the first half of the year was 5.3%, positioning it as a leader among major economies, with an expectation to achieve a GDP growth target of around 5% by 2025 [1] Capital Market - The meeting highlighted the need to enhance the attractiveness and inclusiveness of the domestic capital market, aiming to consolidate the positive momentum in the capital market, which is expected to boost investor confidence and support a stable upward trend in the stock market [1]