政策高频 |7月中央政治局会议召开（申万宏观·赵伟团队）

Group 1 - The core viewpoint of the article emphasizes the need for a stable economic environment, focusing on employment, enterprises, markets, and expectations, while implementing proactive fiscal and moderate monetary policies [1][2][3] - The Central Political Bureau meeting on July 30 highlighted the importance of maintaining policy continuity and flexibility to promote domestic and international dual circulation, aiming to achieve the annual economic and social development goals [2][3] - The meeting also stressed the need for high-quality urban renewal and the preparation of the "14th Five-Year Plan" [1][2] Group 2 - The meeting with non-Party figures on July 23 gathered opinions on the current economic situation and emphasized the importance of stabilizing employment and enterprises while boosting consumption [3][4] - The U.S.-China economic talks in Stockholm on July 28-29 resulted in an agreement to extend the suspension of certain tariffs for 90 days, highlighting the mutual benefits of stable economic relations [5][6] - The implementation plan for childcare subsidies was announced, providing annual subsidies of 3,600 yuan per child for those under three years old starting January 1, 2025, with financial support from the central government [7][8] Group 3 - The National Development and Reform Commission (NDRC) is seeking public input on guidelines for government investment funds, focusing on enhancing high-end capacity supply and avoiding investments in structurally problematic industries [9][10] - A multi-department meeting from July 24 to August 1 outlined key tasks for the second half of the year, emphasizing the need to expand domestic demand and improve market regulation [11][12] - The joint implementation plan for promoting agricultural product consumption aims to enhance supply quality and innovate distribution methods to stimulate market demand [12][13]