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十四届全国人大三次会议经济主题记者会点评:政策进一步细化
山西证券·2025-03-10 07:18

Group 1: Economic Growth Strategies - The four "increased efforts" are crucial for achieving the GDP growth target of around 5%[2] - Combining consumption promotion with improving people's livelihoods to boost resident consumption[2] - Expanding effective investment by addressing shortfalls and enhancing momentum[2] Group 2: Fiscal and Monetary Policies - A more proactive fiscal policy balances achieving annual targets with enhancing long-term growth momentum[2] - The central government has reserved sufficient tools and policy space to address uncertainties[2] - An appropriately loose monetary policy aims to balance short-term and long-term goals, supporting the real economy while maintaining banking health[3] Group 3: Financial Market Development - Greater efforts are needed to promote healthy stock market development, including optimizing multi-level market systems[4] - Enhancing coordination between primary and secondary markets and improving corporate governance to increase investor returns[4] - Strengthening regulatory enforcement and improving market infrastructure to adapt to changing conditions[4] Group 4: Risk Factors - Potential risks include the unexpected impact of Trump's 2.0 tariff policy on the economy and slower recovery of internal growth momentum[5] - Macro policy tools and their effectiveness may fall short of expectations[5]