Domestic Macro - The Central Political Bureau emphasized the implementation of a more proactive fiscal policy and moderately loose monetary policy during a meeting on February 27 [11] - The China Securities Regulatory Commission (CSRC) released the "Private Investment Fund Information Disclosure Supervision and Management Measures," effective from September 1, 2026 [11] - The State Taxation Administration announced six measures to support the construction of a unified national market on March 2 [11] - The Ministry of Science and Technology and other departments jointly issued opinions to accelerate the high-quality development of technology insurance, proposing 20 policy measures [11] - The National Development and Reform Commission (NDRC) held a meeting with private enterprises to promote high-quality development [11] - The government work report presented at the Fourth Session of the 14th National People's Congress set the economic growth target for this year at 4.5%-5% [11] Industrial Policy - The China Manned Space Engineering Office plans to deepen the application and development of the space station and lunar exploration in 2026, with two manned flights and one cargo supply mission [12] - The Ministry of Industry and Information Technology issued guidelines for the comprehensive utilization of photovoltaic components on March 3 [12] - The Ministry of Ecology and Environment solicited opinions on the technical policy for the safety supervision of small nuclear power reactors [12] - The government work report identified integrated circuits, aerospace, biomedicine, and low-altitude economy as emerging pillar industries [12] Local Policy - Shenzhen released new regulations for urban renewal projects, allowing projects without completed planning approvals to not build affordable housing [12] - The Shenzhen Municipal Bureau of Commerce issued guidelines for the 2026 vehicle replacement subsidy program [12] - Measures to stabilize the birth rate were announced in Nanchong, Sichuan Province, including financial support for newlyweds [12] Overseas Dynamics - The Ministry of Commerce announced adjustments to anti-discrimination measures against Canada, canceling additional tariffs on certain Canadian imports, effective until December 31, 2026 [13] - Tensions escalated between Pakistan and Afghanistan, with military actions reported [13] - Israel conducted a preemptive strike against Iran, leading to significant disruptions in global shipping routes [13] - The EU proposed the "Industrial Accelerator Act," aiming to increase the manufacturing sector's GDP share to 20% by 2035 [13] - The U.S. Treasury announced the implementation of a 15% "global import tariff" [13]
每周海内外重要政策跟踪:全国两会召开,积极基调延续-20260306
Guoxin Securities·2026-03-06 13:02