政治局会议点评:长短兼顾、乘势而上
Guolian Securities·2024-05-06 08:00

Group 1 - The report emphasizes the importance of the Yangtze River Delta integration as a significant deployment by the central government, aimed at achieving more balanced, coordinated, and sufficient development across different regions [1][19][60] - The meeting highlighted the need for continuous and high-quality development of the Yangtze River Delta integration, indicating its crucial role in the new round of comprehensive reform and opening up [1][19][61] - The report identifies five key tasks for the next phase, including developing new productive forces, deepening reform and opening up, preventing and resolving risks in key areas, promoting green and low-carbon development, and improving people's livelihoods [27][56] Group 2 - The report notes that the current economic situation is characterized by a good start, with positive factors increasing, but still faces challenges such as insufficient effective demand and significant risks in key areas [32][45] - The meeting called for a proactive approach to macroeconomic policy, emphasizing the need to maintain momentum and avoid a scenario where policy support weakens as economic data improves [8][34] - The report suggests that the emphasis on developing new productive forces and risk investment is a response to current challenges, including issues related to "bottleneck" problems [56][57]