重磅！中央定调下半年经济

Group 1 - The meeting emphasized a positive outlook on the current economic situation, stating that China's economy has shown strong vitality and resilience, with a GDP growth rate of 5.3% in the first half of the year, exceeding the annual target of around 5.0% [2][3] - The meeting acknowledged the achievements of the first half of the year and set a macro policy tone for the second half to consolidate and expand the economic recovery [2][4] - The macro policy will continue to focus on stable growth, with specific measures including accelerating government bond issuance and maintaining ample liquidity [4][6] Group 2 - The meeting did not emphasize challenges from the international economic environment, indicating a potential stabilization of bilateral tariffs between China and the U.S. in the next 90 days [3] - There will be targeted support for export enterprises facing difficulties, reflecting a proactive approach to stabilize foreign trade and investment [3][4] - The meeting highlighted the importance of promoting domestic demand and effectively releasing its potential, with expectations for further consumer stimulus policies [6][7] Group 3 - The meeting signaled a continued push for "anti-involution" policies, focusing on optimizing market competition and regulating disorderly competition among enterprises [5][6] - The emphasis on enhancing the attractiveness and inclusiveness of the domestic capital market suggests ongoing support for stabilizing and improving market conditions [7] - The potential for new policies to attract domestic and foreign capital inflows into the market is anticipated, which could support a bullish trend in the market [7]