蓝佛安：将不新增隐性债务作为“铁的纪律”｜宏观经济

Core Viewpoint - The article emphasizes the importance of implementing proactive fiscal policies to support China's economic development and modernization goals during the 14th Five-Year Plan period, highlighting the need for effective macroeconomic management and governance [2][3][4]. Group 1: Implementation of Proactive Fiscal Policies - The central government has continuously adjusted fiscal policies in response to changing economic conditions, focusing on targeted support for key sectors and weak links to ensure stable economic growth [3][4]. - The average economic growth rate in China is projected to be around 5.5% from 2021 to 2024, with over 12 million new urban jobs created annually [4]. - The total public budget expenditure during the 14th Five-Year Plan period is expected to exceed 136 trillion yuan, supporting various national strategies such as rural revitalization and regional coordinated development [4]. Group 2: Key Strategies for Fiscal Policy - The article outlines several key strategies for effective fiscal policy implementation, including: 1. Coordinating counter-cyclical and cross-cyclical adjustments to enhance long-term development potential [5]. 2. Balancing supply-side and demand-side management to foster a dynamic equilibrium between supply and demand [5]. 3. Innovating fiscal tools and reforming the fiscal and tax system to improve policy effectiveness [5]. 4. Strengthening policy coordination and integrating fiscal policies with national development plans [5]. 5. Managing expectations to enhance market confidence through transparent and predictable policy measures [5]. Group 3: Addressing Challenges and Risks - The article identifies the complex domestic and international challenges facing fiscal policy, including geopolitical tensions and economic uncertainties, necessitating a proactive approach to enhance fiscal effectiveness and governance [6][9]. - Emphasis is placed on the need for a robust fiscal framework to manage local government debt risks and ensure sustainable fiscal development [13]. Group 4: Focus on Social Welfare and Development - The article stresses the importance of directing fiscal resources towards social welfare, ensuring that public finance serves the needs of the people and addresses their diverse demands [7][10]. - It highlights the commitment to improving living standards, supporting education, healthcare, and social security systems, and promoting rural revitalization [11][12]. Group 5: Future Directions - The article outlines future directions for fiscal policy, including expanding domestic demand, supporting technological self-reliance, and enhancing urban-rural integration [10][11][12]. - It calls for deepening reforms in fiscal management and supervision to improve governance efficiency and ensure that fiscal policies effectively contribute to high-quality development [12][13].