Domestic Macro - On November 14, Premier Li Qiang chaired a State Council executive meeting to discuss the implementation of the "two重" construction and measures to enhance the adaptability of supply and demand for consumer goods [5][8] - On November 17, Vice Premier He Lifeng co-hosted the fourth high-level financial dialogue between China and Germany, welcoming qualified companies listed on the Shanghai and Shenzhen stock exchanges to issue Global Depositary Receipts (GDRs) in Frankfurt [5][19] - On November 18, Premier Li Qiang emphasized at the SCO meeting that increasing tariffs and trade barriers severely impact international trade order, calling for embracing free trade and reducing barriers [5][19] Industry Policy - On November 14, the People's Bank of China released the "Interbank Market Brokerage Business Management Measures," effective from January 1, 2026, clarifying the scope of brokerage services [9][21] - On November 15, the State Administration for Market Regulation published a draft for public consultation on "Antitrust Compliance Guidelines for Internet Platforms," aiming to prevent abuse of market dominance [9][21] - On November 17, the Ministry of Commerce initiated a final review investigation of anti-dumping and countervailing measures on imported isopropanol from the U.S., continuing to impose anti-dumping duties of 254.4%-267.4% and countervailing duties of 34.2%-37.7% during the investigation [9][21] Local Policy - On November 15, Jiangsu Province raised the subsidy standard for automobile consumption renewal, with a maximum subsidy of 10,000 yuan [10][23] - On November 18, Beijing introduced a financial support plan to boost and expand consumption, particularly in the new energy vehicle sector [10][23] - On November 20, the Guangdong Provincial Government issued a plan for the construction of a national digital economy innovation development pilot zone, aiming for the digital economy's core industry value-added to exceed 16% of GDP by 2027 [10][23] Overseas Dynamics - On November 14, China and Switzerland held the third round of negotiations to upgrade their free trade agreement, making progress on various trade-related topics [11][25] - On November 18, U.S. President Trump signed an executive order adjusting the application scope of "reciprocal tariffs," excluding certain agricultural products from additional tariffs [11][25] - On November 19, the U.S. and Saudi Arabia signed a strategic partnership agreement on artificial intelligence, with investments amounting to $270 billion [11][25]
每周海内外重要政策跟踪（25/11/21）-20251124
Haitong Securities International·2025-11-24 05:17