【申万宏观 | 政策高频】综合整治“内卷式”竞争，维护公平竞争市场秩序

Group 1 - The core viewpoint emphasizes the importance of building a community of shared future between China and Latin America, with initiatives to enhance cooperation and trade [1] - President Xi Jinping proposed five major projects to promote development and revitalization, including inviting 300 political party officials from Latin American countries to China annually for visits [1] - The focus on high-quality development through the Belt and Road Initiative and the import of high-quality products from Latin America is highlighted [1] Group 2 - Premier Li Qiang stressed the need to strengthen the domestic circulation as a strategic move for stable economic growth, aiming for high-quality development [2] - Key areas for enhancing domestic circulation include efficient allocation of resources, deep integration of technological and industrial innovation, and ensuring a dynamic balance between supply and demand [2][3] - The government aims to address critical issues affecting economic circulation, support foreign trade enterprises, stabilize employment, and boost consumption [2][3] Group 3 - The U.S. and China made significant progress in trade talks, with the U.S. canceling 91% of additional tariffs and China reciprocating with similar measures [4] - The agreement includes a temporary suspension of 24% tariffs, indicating a potential easing of trade tensions [4][5] Group 4 - The National Committee of the Chinese People's Political Consultative Conference emphasized the role of technological innovation in driving new productive forces and achieving high-quality development [6] - The goal is to establish China as a technological powerhouse by 2035, focusing on key core technologies and deep integration of technology and industry [7] Group 5 - The State Council issued guidelines for sustainable urban renewal, aiming to optimize urban structures and enhance living quality [8] - Eight main tasks were outlined, including the renovation of old neighborhoods and improving urban infrastructure [9] Group 6 - The establishment of a "National Venture Capital Guidance Fund" aims to support technological innovation and the growth of technology-based enterprises [10][11] - The fund will focus on nurturing strategic emerging industries and facilitating the transformation of major technological achievements into productive forces [11] Group 7 - The State Administration for Market Regulation announced measures to combat "involution" competition and maintain fair market order, including stricter enforcement against unfair competition and price violations [13] - The initiative includes revising laws related to pricing and e-commerce to protect the rights of business entities [13][14]