宏观政策需加码扩内需、降成本｜宏观晚6点

Group 1: Macro News - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have released the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry 2025-2026," which includes 16 specific measures aimed at promoting industrial upgrades, enhancing the high-quality supply system, and fostering economic circulation [1] - The plan focuses on three main areas: promoting industrial upgrades, deepening the construction of a high-quality supply system, and driving the integration of technological and industrial innovation [1] Group 2: Renewable Energy Development - The National Energy Administration is actively researching policy measures to promote the development of deep-sea offshore wind power and solar thermal power, emphasizing the acceleration of new models and new business formats in renewable energy [2] - The administration aims to leverage a series of supportive policies to facilitate the growth of emerging industries in the renewable energy sector [2] Group 3: Local Government Debt - In August, local government bond issuance reached 977.6 billion yuan, exceeding the previously announced issuance plan of 940.8 billion yuan [5] - Five provinces (municipalities) issued over 50 billion yuan in bonds, with Anhui leading at 92.7 billion yuan, followed by Guangdong at 92.1 billion yuan and Zhejiang at 76.0 billion yuan [5]