中共中央政治局会议点评：政策强调落实落细，增量政策适时加力

Group 1 - The report emphasizes the importance of the "14th Five-Year Plan" and its role in achieving the 2035 long-term goals, highlighting that the "15th Five-Year Plan" period is crucial for foundational work and significant breakthroughs [1][2] - The meeting acknowledged the positive economic performance in the first half of the year and indicated that macroeconomic policies will continue to be effective and timely, focusing on stabilizing market expectations and addressing risks [2][3] - Consumption policies will focus on enhancing livelihood security and expanding consumer demand, with measures such as increasing pensions and implementing childcare subsidies to boost consumer capacity [3][5] Group 2 - Investment strategies will shift towards "high-quality promotion" of key projects, moving from merely increasing efforts to enhancing quality and efficiency in construction [3][5] - The report highlights the ongoing emphasis on new productive forces in the technology sector, with a shift from quantity to quality in developing competitive industries [5] - In the real estate sector, the focus will be on urban renewal and improving existing stock rather than large-scale expansion, indicating a stabilization in real estate investment [5]