每周海内外重要政策跟踪（25/08/22）-20250822

Domestic Macro - On August 15, Xi Jinping's article emphasized the need to promote the healthy and high-quality development of the private economy[8] - The central bank's second-quarter monetary policy report indicated a focus on maintaining appropriate monetary easing and ensuring liquidity[8] - Premier Li Qiang highlighted the importance of consolidating economic recovery during the State Council's ninth plenary meeting on August 18[8] Policy Developments - The Ministry of Finance announced a new 100 billion yuan quota for agricultural and small business loans on August 19[4] - The Ministry of Commerce extended the anti-subsidy investigation period for EU dairy products on August 18[4] - The National Health Insurance Administration initiated a meeting to discuss key healthcare policies on August 18[4] Local Policies - Hainan Province announced adjustments to real estate policies to support housing improvements on August 15[5] - Chongqing's Business Committee allocated an additional 300 million yuan for vehicle replacement subsidies in 2025[5] - Shanghai released an implementation plan to accelerate the development of "AI + manufacturing" on August 17[5] Overseas Dynamics - The U.S. expanded the scope of tariffs on steel and aluminum imports by 50% on August 15, affecting hundreds of products[6] - The Federal Reserve's July meeting minutes revealed that nearly all policymakers supported maintaining interest rates, with only two dissenting[6] - The U.S. and Russia held a meeting in Alaska on August 15, but no agreements were reached[6]