事件点评：明确定调政策发力，科技仍是主线

Group 1 - The report emphasizes a positive policy tone, highlighting the importance of expanding domestic demand, fiscal stimulus, and the strategy of promoting science and education [4][6][10] - The fiscal policy is set to be more aggressive, with an increase in the deficit rate and scale compared to last year, indicating a significant rise in fiscal spending [4][6][10] - The report prioritizes expanding domestic demand, with a focus on boosting consumption and lowering the CPI target for 2025, reflecting ongoing economic pressures [4][6][10] Group 2 - New measures include promoting the stabilization of the real estate market, enhancing strategic reserves, and establishing market stabilization mechanisms [4][10][12] - The report indicates a shift in focus to consumer spending, with specific actions to support consumption, including a special fund of 300 billion yuan for replacing old consumer goods [4][12][14] - The development of new productive forces is highlighted, with an emphasis on emerging industries such as robotics, commercial aerospace, and 6G technology [4][12][14] Group 3 - The market outlook is positive, with expectations of increased confidence driven by clear growth policies and fiscal measures [4][15][27] - The report suggests that the technology sector remains a key focus, with potential benefits for TMT, consumer goods, and certain cyclical industries [4][22][25] - Specific sectors such as commercial aerospace, robotics, and AI are expected to benefit from supportive policies and technological advancements [4][25][27]