国泰海通｜策略：决策层调研与政策风向标——政策与地缘研究7月第1期

Group 1: Core Insights - The article emphasizes the focus of China's decision-making on technology, consumption, employment, foreign trade, and platform economy since the April Politburo meeting, aiming for a multi-dimensional collaboration to strengthen economic recovery [1] - Key areas of investigation include high-end manufacturing technologies, consumer policies, employment stability for specific groups, foreign trade orders, and digital consumption regulation [1] Group 2: Domestic Economic and Industrial Policies - The Central Financial Committee's meeting on July 1 highlighted the importance of building a unified national market and regulating low-price competition among enterprises [2] - Measures to support the high-quality development of innovative drugs were announced by the National Healthcare Security Administration and the National Health Commission [2] - The National Energy Administration held a mid-term meeting on wind and solar energy resource surveys on July 2 [2] - The State Council issued a notice on July 9 to further enhance employment support policies [2] Group 3: Capital Market Policies - The implementation of the new information disclosure management measures for listed companies began on July 1, clarifying industry disclosure requirements [3] - The China Securities Regulatory Commission approved the first batch of 10 technology innovation bond ETFs to guide funds into the technology sector [3] - The People's Bank of China released a draft for public consultation regarding the rules for the cross-border payment system on July 4 [3] Group 4: Global Geopolitical and Economic Tracking - The U.S. Congress passed the "Big and Beautiful" Act on July 3, indicating significant legislative changes [4] - OPEC+ agreed to increase production by 548,000 barrels per day starting in August [4] - The U.S. unemployment rate decreased to 4.1% with 147,000 new jobs added in June, reflecting a slight improvement in the labor market [4]