李稻葵：建议出台房贷贴息政策，70亿财政补贴可撬动280万亿市场规模

Core Viewpoint - The "2025 Sina Finance Annual Conference and the 18th Golden Unicorn Forum" will be held on January 15, 2026, in Beijing, focusing on the theme of "Starting the 14th Five-Year Plan, New Economic Voyage - Reshaping Growth Paradigms, Co-creating Future Prosperity" [1][7]. Group 1: Economic Potential and Government Transformation - The potential for China's economic growth remains significant, and there is a need for confidence in this potential [3][9]. - A transformation from a "development-oriented government" to a government that promotes comprehensive and high-quality economic development is essential [3][10]. - A new framework of "government and market economics" is proposed, which includes establishing four national-level coordination mechanisms [10]. Group 2: Proposed Coordination Mechanisms - The first mechanism is a Human Resources Development Committee to coordinate investments in education, healthcare, and elderly care [10][11]. - The second mechanism is a Real Estate Development Committee aimed at enhancing top-level design, with a suggestion to provide interest subsidies to help young people buy homes, potentially leveraging a market scale of 280 trillion yuan [10][11]. - The third mechanism is an International Trade Balance Development Committee to address external trade frictions [4][11]. - The fourth mechanism is an Artificial Intelligence Development and Governance Committee to coordinate technological innovation and employment security [4][11]. Group 3: Economic Outlook for the Year - There are several positive expectations for the year, including stabilization of real estate prices in key regions [5][11]. - The stock market is expected to be optimistic, with a shift in investment interest towards A-shares as international assets become cheaper [5][11]. - A recovery in nominal GDP growth is anticipated for the year [5][11].