川财证券研究所晨报

Group 1 - The core viewpoint of the report indicates that the GDP growth target for 2024 is set at around 5%, which is slightly lower than the 5.2% growth rate of 2023, but still represents a solid growth rate considering the low base from 2022 due to the pandemic [15][60] - The government plans to issue special long-term bonds amounting to 1 trillion yuan this year, aimed at supporting major national strategies and enhancing security capabilities in key areas, aligning with the fiscal policy to strengthen and improve efficiency [2][60] - The report emphasizes the importance of accelerating the development of new productive forces, highlighting technology as a key factor in improving production efficiency and driving high-quality development [16][60] Group 2 - The report notes that from January to February, the national industrial added value above designated size increased by 7.0% year-on-year, which is a 0.2 percentage point acceleration compared to December of the previous year [7][20] - Real estate development investment in the same period was 118.42 billion yuan, showing a year-on-year decline of 9.0%, with residential investment down by 9.7% [7][21] - The report also mentions that the retail sales of consumer goods reached 81,307 billion yuan, reflecting a year-on-year growth of 5.5% [19][20]