Workflow
要多少钱才算重来
2024-10-10 01:03

Fiscal Policy and Economic Impact - The 2008 stimulus package of 4 trillion yuan is equivalent to at least 12 trillion yuan today, considering GDP and fiscal expenditure growth[2] - Fiscal expenditure is expected to increase by 6 trillion yuan annually in 2025-26, with an additional 4 trillion yuan each year[2] - Fiscal deficit to GDP ratio is projected to remain controllable, with potential reduction to below 4% within 2-3 years[2] Market Expectations and Investment Focus - Market expectations for fiscal expenditure increase are below 3 trillion yuan, with over 5 trillion yuan considered above expectations[2] - Key investment areas include autonomous and controllable core technologies, biomedicine, direct birth subsidies, and direct consumption subsidies[2] Historical Fiscal Data - Fiscal expenditure in 2008 was 62.6 trillion yuan, with a 26% increase from the previous year[3] - In 2020, fiscal expenditure was 245.7 trillion yuan, with a 3% increase from 2019[3] Risk Factors - Risks include slower-than-expected implementation of growth stabilization policies and weaker-than-expected domestic economic recovery[2] - Escalation of overseas uncertainties could also impact economic stability[2]