摩根士丹利：中国经济-消费新闻发布会：刺激措施温和，清晰度有限
摩根·2025-03-19 02:43
March 17, 2025 02:24 PM GMT China Economics | Asia Pacific Consumption Press Conference: Modest Stimulus, Limited Clarity Key Takeaways Modest increase in welfare spending: The press conference disclosed a marginal increase (~Rmb4bn) in central government subsidies for basic public health service, basic medical assistance, and promotion of employment. These combined with the NPC's slightly improved basic pension and medical insurance amount to a Rmb75bn rise in basic welfare spending in 2025 over 2024. Limi ...