2024年7月中央政治局会议解读：突出强调改革和新质生产力

Economic Environment - The current economic environment is characterized by increasing external challenges and insufficient domestic demand, leading to a differentiated economic performance[5] - The focus is on enhancing risk awareness and maintaining strategic confidence to address transitional issues in the economy[5] Policy Focus - Emphasis on expanding domestic demand by boosting consumption, particularly for middle and low-income groups, and enhancing their consumption capacity[27] - The government aims to support emerging industries and unicorn companies while ensuring the exit of inefficient production capacities[2] Development Goals - The meeting highlighted the need to develop new quality productivity and deepen reforms to promote high-quality development[9] - There is a commitment to stabilize economic growth, improve living standards, and ensure social stability while achieving annual economic and social development targets[9] Investment and Financing - Policies will focus on increasing effective investment and enhancing financial support for the real economy, aiming to lower overall financing costs[10] - The issuance and utilization of special bonds will be accelerated to support major national strategies and key areas[10] Risk Management - Continuous efforts will be made to prevent and mitigate risks in key sectors, particularly in the real estate market, by implementing new policies to ensure market stability[24] - The government will work on a comprehensive debt resolution plan to address local financing platform debt risks[24]