锚定“十五五”开局 专家建言宏观政策优化与深层次改革破题

Core Insights - The "15th Five-Year Plan" is a critical period for achieving socialist modernization by 2035, emphasizing the urgency of economic research in key areas [2][3] - Experts discussed macroeconomic policies, fiscal reforms, revitalizing existing assets, and building a consumer-friendly financial system as essential topics for the "15th Five-Year Plan" [2][3] Group 1: Strategic Orientation - The economic development strategy during the "15th Five-Year Plan" should reflect its transitional nature, focusing on foundational work and comprehensive efforts to meet the 2035 modernization goal [3] - Key areas of focus include improving expectation management mechanisms, reforming income distribution systems, and optimizing fiscal structures to enhance investment in both physical and human capital [3] Group 2: Policy Optimization - The year 2026 marks the beginning of the "15th Five-Year Plan," presenting both challenges and long-term supportive conditions for macroeconomic policies [5] - Recommendations include consolidating industrial advantages, maintaining a reasonable manufacturing ratio, and addressing local government challenges in boosting consumption [5] Group 3: Debt and Asset Management - The "15th Five-Year Plan" will see a focus on revitalizing existing economic features, with an emphasis on debt restructuring and optimizing resource allocation [6] - A new framework for understanding debt, assets, and resources is proposed, highlighting the importance of maintaining resource liquidity to create valuable combinations [6] Group 4: Reform and Innovation - The "15th Five-Year Plan" necessitates deepening financial theoretical innovation to support the construction of a financial powerhouse [7] - Emphasis is placed on developing theories that address practical issues in finance, ensuring financial security, and enhancing the foundational role of financial systems in economic development [7] Group 5: Fiscal Policy and Consumer Finance - Fiscal reforms are essential for national governance, requiring alignment with other policies while addressing structural issues in the medium to long term [8] - Building a consumer-friendly financial system is crucial for facilitating domestic circulation, with recommendations for both supply-side financial reforms and demand-side enhancements [8]