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每周海内外重要政策跟踪(25/11/14)-20251114
GUOTAI HAITONG SECURITIES·2025-11-14 13:03

Domestic Macro - The Ministry of Commerce and the General Administration of Customs announced the suspension of multiple export control measures effective from November 7, 2025, impacting various materials including rare earths and lithium batteries [5][15] - The Ministry of Finance released a report on the execution of China's fiscal policy for the first half of 2025, emphasizing the need for a more proactive fiscal policy and continued implementation of consumption-boosting initiatives [5][15] - The National Development and Reform Commission held a press conference on November 11, 2025, to discuss measures to further promote private investment development [5][15] Industry Policies - The Ministry of Industry and Information Technology issued a notice on November 7, 2025, to initiate key product innovation tasks in the fine chemical sector for 2025 [6][19] - The National Energy Administration released guidelines on promoting the integration of coal and new energy development on November 7, 2025 [6][19] - The National Development and Reform Commission and the National Energy Administration published guidance on promoting the consumption and regulation of new energy on November 10, 2025 [6][19] Local Policies - On November 8, 2025, a major project planning and implementation meeting was held in Qingdao, and the Chongqing government adjusted some administrative divisions [7][19] - The Beijing Municipal Government issued opinions on constructing a comprehensive data element pilot zone to deepen the market-oriented allocation of data elements on November 9, 2025 [7][19] - The Shanghai Municipal Government's executive meeting on November 10, 2025, focused on creating an open innovation hub to support leading industries in global competition [7][19] Overseas Dynamics - On November 8, 2025, the U.S. Democratic Party softened its stance on government shutdown, while the Republican Party acknowledged progress [9] - The South Korean government plans to reduce the maximum tax rate on dividend income from 35% to 25% [9] - On November 11, 2025, the European Union proposed to gradually eliminate Huawei and ZTE equipment from member states [9]