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“反内卷”释放新信号——政策周观察第37期
一瑜中的·2025-07-07 15:00

Core Viewpoint - The article emphasizes the recent policy directions aimed at reducing "involution" in various industries, particularly focusing on the solar energy sector and the need for quality improvement and orderly competition [2][11]. Group 1: Policy Directions - On July 1, the Central Economic Committee meeting highlighted the importance of advancing a unified national market, addressing low-price disorderly competition, and promoting the exit of outdated production capacity [2][10]. - The Ministry of Industry and Information Technology held a meeting on July 3 with 14 solar industry companies, reiterating the need to implement the decisions from the Central Economic Committee meeting and to enhance product quality [2][11]. Group 2: Trade Relations - The Ministry of Commerce addressed questions regarding U.S.-China trade relations, noting that there is no confirmation of a potential visit by Trump with a business delegation, and emphasized the need for mutual respect and cooperation [3][12]. - The Ministry of Commerce announced anti-dumping duties on brandy imported from the EU for five years and stated that measures would be taken in response to the EU's restrictions on Chinese companies in public procurement [3][13]. Group 3: Real Estate Market - The Ministry of Housing and Urban-Rural Development conducted research in Guangdong and Zhejiang, urging local authorities to effectively utilize real estate regulation policies and ensure the stability of the real estate market [4][13]. - The report noted that the overall real estate market remains stable, with a year-on-year increase in new and second-hand housing transactions, indicating a shift in market dynamics [4][13].