Core Viewpoint - The article emphasizes the importance of stabilizing market expectations to support economic recovery and growth, highlighting the need for effective macroeconomic policy management and timely responses to market concerns [1][3]. Group 1: Economic Performance and Challenges - Despite facing complex domestic and international challenges, China's economy has shown resilience and maintained stable growth, with key economic indicators performing well [3]. - However, there are still significant issues such as insufficient demand and the challenges of transitioning from old to new growth drivers, indicating that the foundation for economic recovery is not yet solid [3][4]. Group 2: Importance of Expectation Management - Expectation management is crucial for macroeconomic governance and is a key tool for effective economic work, requiring attention to both supply-demand balance and market expectations [3][4]. - Weak market expectations, influenced by factors like trade wars and social security concerns, have negatively impacted production and investment willingness among economic entities [4][5]. Group 3: Policy Implementation and Communication - Timely and precise implementation of macroeconomic policies is essential to enhance predictability and guide market expectations positively [5]. - There is a need to address the "temperature difference" between macro data and micro experiences, ensuring that policies are effectively communicated and understood by businesses and the public [5][9]. Group 4: Long-term Planning and Institutional Framework - Strengthening medium to long-term expectation management is vital, with the "14th Five-Year Plan" serving as a strategic guide for economic and social development [6][7]. - A stable and predictable institutional environment is fundamental for enhancing development confidence, necessitating reforms to eliminate systemic barriers and improve market competition [8]. Group 5: Enhancing Public Communication - Improving economic communication and public discourse is necessary to stabilize expectations and foster a positive outlook on economic development [9]. - The media plays a critical role in conveying accurate information and guiding public perception, which is essential for maintaining confidence in the economy [9].
《求是》杂志评论:进一步稳定市场预期
证券时报·2025-10-15 03:37