12.8政治局会议学习体会:2026年我国将继续在国际经贸斗争中“占优”,“绿色”主题排序“跨越式”上升
British Securities·2025-12-12 11:32

Economic Growth Outlook - The GDP growth target for 2026 is likely to remain around "5.0%" based on the successful achievement of 2025's economic goals[8] - To meet the "5.0%" GDP growth target, the fourth quarter GDP must reach approximately 375,043.96 billion yuan, with a year-on-year growth of 4.61%[8] International Trade and Economic Strategy - China is expected to continue to "gain the upper hand" in international economic and trade struggles in 2026, building on previous successes against U.S. tariffs[10] - The U.S. unemployment rate is projected to rise to at least 5.0% in 2026, which may pressure the U.S. government's domestic and foreign policies[12] Employment and Market Stability - The average number of employees in industrial enterprises decreased by 1.40% year-on-year in October, indicating challenges in employment stability[14] - The total profit of industrial enterprises increased by 1.90% year-on-year in October, but the number of loss-making enterprises rose to 4.0%, the highest since February 2025[14] Policy Direction and Focus Areas - The 12.8 Politburo meeting emphasized the need for a more proactive macroeconomic policy, focusing on stabilizing employment, enterprises, markets, and expectations[13] - The meeting outlined eight key tasks for 2026, highlighting the importance of green development, which has seen a "leap" in priority[19]

12.8政治局会议学习体会:2026年我国将继续在国际经贸斗争中“占优”,“绿色”主题排序“跨越式”上升 - Reportify