Domestic Macro - The Central Committee of the Communist Party of China held a press conference on October 24 to introduce the spirit of the 20th Central Committee's Fourth Plenary Session, emphasizing the need for high-quality financial development and the construction of a financial power [6][17]. - On October 26, the People's Bank of China (PBOC) reported on the financial work situation, indicating a steady push for the opening of financial services and markets, and promoting trade and investment facilitation [6][20]. - The PBOC announced the resumption of open market operations for government bonds on October 27, maintaining a supportive monetary policy stance [6][20]. Industry Policy - The State Administration for Market Regulation held an anti-monopoly compliance seminar on October 24, guiding manufacturing enterprises towards rational competition [7][23]. - The Ministry of Education released ten measures to strengthen mental health work for primary and secondary school students on October 24 [7][23]. - On October 30, the Ministry of Finance and other departments jointly issued a document to improve the duty-free shop policy starting November 1, aiming to boost consumption [7][23]. Local Policy - Anhui Province issued a comprehensive management plan for "large assets" on October 24, detailing implementation scope and tasks [8]. - Guangdong Province's government released measures to support the high-quality development of the low-altitude economy, emphasizing financial service support [8]. Overseas Dynamics - On October 24, the EU leaders' meeting focused on the Ukraine situation and European defense upgrades [10]. - The U.S. Federal Reserve lowered interest rates by 25 basis points on October 29 and announced the end of balance sheet reduction starting December 1 [10][20]. - A meeting between Chinese President Xi Jinping and U.S. President Trump on October 30 resulted in consensus on various issues, including fentanyl cooperation and expanding agricultural trade [10][20].
每周海内外重要政策跟踪(25、10、31)-20251103
Haitong Securities International·2025-11-03 08:45