评11月政治局会议:聚焦巡视整改与高质量发展,勾勒中长期政策主线
Huafu Securities·2025-11-29 11:33

Group 1 - The core message from the November Politburo meeting emphasizes the importance of strengthening the Party's leadership and ensuring the execution of national development strategies to facilitate high-quality development and clear obstacles for the second centenary goal [2][19] - The meeting indicates that the policy environment will continue to be purified, focusing on high-quality development and identifying potential risks and opportunities in the capital market [2][19] - The integration of inspection rectification with the "14th Five-Year Plan" suggests that the top-level design and local practices will be based on a thorough understanding of current development experiences and corrections of existing deviations [8][10] Group 2 - The meeting highlights that inspection rectification will be a key driver for high-quality development, with a focus on enhancing policy execution and reducing discrepancies in local implementation of central decisions [8][9] - The emphasis on a correct performance view and the implementation of new development concepts will guide local governments in aligning with national strategies, promoting sustainable and quality growth [10][11] - The meeting outlines the need for a robust cadre team and governance structure to effectively address complex challenges and enhance decision-making and execution capabilities [16][18]