Domestic Macro Policy - The National Development and Reform Commission (NDRC) plans to accelerate the establishment of new policy financial tools to encourage private enterprises to participate more in major national projects [15][33] - The State Council issued an opinion on gradually implementing free preschool education, which will exempt public kindergarten fees for the last year of preschool starting from the autumn semester of 2025, benefiting approximately 12 million children [15][28] - The Central Committee of the Communist Party and the State Council issued regulations to reduce formalism and lighten the burden on grassroots levels [15][28] Domestic Industry Policy - The People's Bank of China emphasized the continuation of a moderately loose monetary policy and the implementation of key monetary policy measures [16][31] - The Ministry of Industry and Information Technology (MIIT) issued a digital transformation implementation plan for the machinery industry, aiming for significant advancements by 2027 [16][31] - The Ministry of Finance and the State Taxation Administration announced the resumption of VAT on interest income from newly issued government bonds starting August 8 [16][31] Local Policy - Hangzhou's municipal committee emphasized the need to cultivate new growth points in service consumption [5][39] - Shanghai and Jiangsu provinces issued a decision to promote collaborative technological innovation in the Yangtze River Delta [5][39] - Guangdong province introduced loan interest subsidy implementation rules for manufacturing and high-tech enterprises, with a maximum annual subsidy of 20 million yuan per enterprise [5][41] Overseas Dynamics - The U.S. President signed an executive order imposing tariffs ranging from 10% to 41% on countries that have not reached agreements with the U.S., effective from August 7, 2025 [6][44] - OPEC+ agreed to significantly increase oil production in September [6][44] - The Bank of England lowered its key interest rate by 25 basis points to 4% [6][44]
每周海内外重要政策跟踪(25/08/08)-20250808
GUOTAI HAITONG SECURITIES·2025-08-08 10:09