央视网消息：每天8点，央视网为您梳理24小时内发生在咱们身边的大小事儿。 ·中国人民银行将推出10项政策加大宏观调控强度。 ·商务部：对原产于印度的进口氯氰菊酯实施反倾销措施。 ·国家外汇管理局：4月末我国外汇储备规模为32817亿美元，较3月末上升1.27%，已连续17个月稳定在3.2万亿美元以上。 ·市场监管总局：5月至12月在全国开展整治制售假劣肉制品专项行动，重点排查以其他畜禽肉生产假冒牛（羊、驴）肉、以预制调理肉冒充"原切肉"等突 出问题。 ·我国建成10万人规模红十字救援队。 ·2025年度"国考"计划补录2577人。 ·中国公布首批18位苏联籍抗日航空英烈更新信息。 ·江苏检察机关依法对苟仲文涉嫌受贿、滥用职权案提起公诉。 ·2025年5月7日凌晨1时许，原二战时期日军"慰安妇"制度受害幸存者小瑞奶奶(化名，根据老人及其家属的意愿，研究中心暂不公开老人的个人信息)在湖 南华容县去世，享年96岁，目前，中国大陆地区登记在册的日军"慰安妇"制度受害幸存者只剩7人。 ·美联储宣布维持联邦基金利率目标区间不变。 ·巴基斯坦国防部长：巴方已击落5架印度战机。 ·莫桑比克发生多起针对外国公民绑架案，中使馆发 ...

5月7日，受政策面提振，A股三大股指全线高开，此后高位震荡。截至收盘，上证指数报3342.67点，涨 0.80%；深证成指报10104.13点，涨0.22%；创业板指报1996.51点，涨0.51%。沪深两市合计成交14683 亿元，较前一日放量1321亿元。 金融与房地产板块5月7日携手走强，成为带动股指上涨的主要力量。以申万行业划分，银行指数5月7日 上涨1.49%，房地产指数上涨1.06%。 复盘历次央行降准操作，降准后A股短期有较大概率走强。在最近21次全面降准生效后的5个交易日， 有12次上证指数录得上涨。最近一次降准发生在2024年9月27日，当天沪指跳空上涨2.88%，降准后5日 累计上涨超过10%。从板块表现看，历次降准后，银行、非银金融、地产等行业短期上涨较为明显，家 电、建材等地产链相关行业也往往有所表现。 东吴证券首席经济学家芦哲表示，"一行一局一会"出台了全面、清晰、务实的一揽子金融支持政策，以 稳市场稳预期为目标，释放出强烈的宏观调控信号。当前，短期资本市场资金较为充足，一揽子政策有 望进一步提升市场对新增流动性的预期，实现稳定资本市场的目标。中长期来看，总量政策调控和结构 性的精准 ...

原标题：国新办举行新闻发布会，介绍"一揽子金融政策支持稳市场稳预期"有关情况 降准又降息 央行加大宏观调控强度 5月7日上午9时，国新办举行新闻发布会，中国人民银行行长潘功胜、金融监管总局局长李云泽、中国证监会主席吴 清介绍"一揽子金融政策支持稳市场稳预期"有关情况，这是自去年9月24日以来，三部门"一把手"时隔近8个月再次齐 聚国新办新闻发布会。新京报记者梳理了此次发布会值得关注的要点。 中国人民银行10项政策 ●降低存款准备金率0.5个百分点 预计将向市场提供长期流动性约1万亿元 ●完善存款准备金制度阶段性将汽车金融公司、金融租赁公司的存款准备金率从目前的5%调降为0% ●下调政策利率0.1个百分点公开市场7天期逆回购操作利率从目前的1.5%调降至1.4%，预计将带动贷款市场报价利率 （LPR）同步下行约0.1个百分点 ●下调结构性货币政策工具利率0.25个百分点 包括：各类专项结构性工具利率、支农支小再贷款利率，都从目前的1.75%降至1.5%，这些工具利率是中央银行向商 业银行提供再贷款资金的利率。抵押补充贷款（PSL）利率从目前的2.25%降至2% ●降低个人住房公积金贷款利率0.25个百分点 五年 ...

Economic Outlook - Economists believe there is significant policy space to boost domestic demand and consumption, focusing on developing service consumption, optimizing the consumption environment, and implementing "two new" policies to stabilize employment and increase residents' income [1][28][32] Confidence Index - The "First Financial Chief Economist Confidence Index" for May is 49.84, falling below the neutral line of 50, indicating economic pressure due to declining external demand and uncertain tariff policies [5][1] Inflation and Price Trends - The predicted average year-on-year CPI for April is -0.17%, a decrease from March's -0.1%, while the PPI is expected to be -2.65%, slightly lower than March's -2.5% [8][4] Retail Sales - The predicted year-on-year growth rate for social retail sales in April is 5.45%, down from 5.9% in March, with expectations for a recovery in consumption supported by various government policies [12][28] Industrial Production - The predicted year-on-year growth rate for industrial added value in April is 5.62%, lower than March's 7.7%, indicating a potential slowdown in industrial activity [13][14] Fixed Asset Investment - The predicted average growth rate for fixed asset investment in April is 4.11%, slightly down from 4.2% in March, reflecting mixed signals in infrastructure and real estate investments [15][16] Real Estate Investment - The predicted year-on-year growth rate for real estate development investment in April remains at -9.9%, indicating ongoing challenges in the real estate sector [16][18] Trade Balance - The predicted trade surplus for April is $91.341 billion, with expectations of a decline in imports by 5.68% and a modest increase in exports by 2.48% [18][4] Financial Data - Predictions for April include new loans at 7,764 billion yuan, a significant drop from March's 36,400 billion yuan, and a total social financing amount of 1.31 trillion yuan [19][20] Monetary Policy - The People's Bank of China plans to implement ten policies to enhance macroeconomic control, including a reduction in the reserve requirement ratio and interest rates, to support economic growth [4][22] Currency and Foreign Reserves - The predicted exchange rate for the RMB against the USD by the end of May is 7.18, with foreign reserves expected to be around $32,330.11 billion by the end of April [24][25] Policy Recommendations - Economists suggest that future policies should focus on increasing disposable income for low- and middle-income groups, enhancing service consumption, and improving the consumption environment to stimulate economic growth [31][32][30]

当前，全球经济充满不确定性，经济碎片化和贸易紧张局势加剧，扰乱全球产业链和供应链，引发国际 金融市场动荡，削弱全球经济增长动能。潘功胜表示，人民银行将加大宏观调控强度，推出一揽子货币 政策措施，主要有三大类共十项措施。一是数量型政策，通过降准等措施，加大中长期流动性供给，保 持市场流动性充裕；二是价格型政策，下调政策利率，降低结构性货币政策工具利率，也就是中央银行 向商业银行提供再贷款的利率，同时调降公积金贷款利率；三是结构型政策，完善现有结构性货币政策 工具，并创设新的政策工具，支持科技创新、扩大消费、普惠金融等领域。 近期，一系列增量金融政策陆续出台，对促进经济金融平稳运行发挥了积极作用。日前召开的中央政治 局会议强调，要加紧实施更加积极有为的宏观政策，并对设立新型政策性金融工具，支持科技创新、扩 大消费、稳定外贸等作出部署。 "当前，银行保险机构各项业务有序开展，主要监管指标均处于健康区间。大型金融机构基本盘稳 固，'压舱石'作用明显。"金融监管总局局长李云泽介绍，将加力加劲推动既定政策落地见效，加快加 强增量政策储备，近期将推出进一步扩大保险资金长期投资试点范围，支持小微企业、民营企业融资一 揽子政策 ...

从消息面上看，令海内外市场集体大涨的主要原因有两个：一是何立峰副总理作为中美经贸中方牵头 人，将在访问瑞士期间，与美方牵头人美国财长贝森特举行会谈。市场倾向于认为，这是一个积极的开 始；二是国务院新闻办公室于今日上午9时举行新闻发布会，中国人民银行、国家金融监督管理总局、 中国证券监督管理委员会负责人介绍"一揽子金融政策支持稳市场稳预期"有关情况，并答记者问。市场 对于此次会议有较为积极的预期。所以，昨晚在美股大跌之时，A50和恒指期货表现都非常强劲。 中国人民银行将推出10项政策加大宏观调控强度 中国人民银行行长潘功胜7日在国新办新闻发布会上表示，中国人民银行将加大宏观调控强度，推出10 项政策，进一步实施好适度宽松的货币政策，推动经济高质量发展。 潘功胜介绍，一揽子货币政策措施包括以下10项： 第一，降低存款准备金率0.5个百分点，预计将向市场提供长期流动性约1万亿元。 第二，完善存款准备金制度，阶段性将汽车金融公司、金融租赁公司的存款准备金率，从目前的5%调 降至0%。 第三，下调政策利率0.1个百分点，即公开市场7天期逆回购操作利率从目前的1.5%调降至1.4%，预计将 带动贷款市场报价利率（LPR） ...

目前美国对华综合累计税率已超过100%，今后还有可能会有更多的不确定性。这将不可避免地对中国出口、消费、投资乃至于GDP产生重大冲击。初步估 算，美国对华关税每加征10%，中国出口或下降2%-2.5%，在美国关税未减免的情况下，2025年中国出口有可能下滑8%-10%；2026年出口增速可能进一步 下降15%左右。随着出口受阻，消费和投资领域也将出现连锁效应，对出口、消费、投资的变化如果不加干预，不排除极端情况下2025年中国GDP增速可能 下降1.0-1.5个百分点。同时，股票市场也出现了较大波动。 除了支持政府债券发行之外，一方面需要支持商业银行加大信贷投放，尤其是增加对出口、农业、"卡脖子"等相关行业企业的资金支持。另一方面，还需要 支持政策性银行、商业银行、证券、保险、基金等头部金融机构与大型央企集团、众多上市公司增持金融资产，稳定股市，稳定市场信心。综合来看，市场 存在较大的资金缺口。 2.年内存准率还有进一步下调的空间 存准率变动与国内经济发展需求密切相关，服务于宏观调控的政策目标。随着我国金融市场总体规模逐步扩大，货币政策总量调节的传导链条将更加复杂， 存准率对市场总量的调节难度上升。我国货币政 ...

Core Viewpoint - The People's Bank of China (PBOC) is implementing a comprehensive set of monetary policy measures to stabilize the market and expectations amid external shocks, with a focus on enhancing liquidity and supporting key sectors [1][2][3][4] Group 1: Monetary Policy Measures - The PBOC will introduce ten specific measures categorized into three main types: quantity-based, price-based, and structural policies [1][2] - Quantity-based policies include a 0.5 percentage point reduction in the reserve requirement ratio (RRR), expected to provide approximately 1 trillion yuan in long-term liquidity [1] - Price-based policies involve lowering the policy interest rate by 0.1 percentage points and reducing various structural monetary policy tool rates by 0.25 percentage points [2] - Structural policies aim to enhance existing tools and create new ones to support technology innovation, consumption expansion, and inclusive finance [3] Group 2: Specific Policy Details - The RRR for auto finance and financial leasing companies will be reduced from 5% to 0% [1] - The 7-day reverse repurchase rate will decrease from 1.5% to 1.4%, likely leading to a similar drop in the Loan Prime Rate (LPR) [2] - The personal housing provident fund loan rate will be lowered by 0.25 percentage points, with the five-year and above first home rate dropping from 2.85% to 2.6% [2] - An additional 300 billion yuan will be allocated to technology innovation and technical transformation re-loans, increasing the total to 800 billion yuan [3] - A new 500 billion yuan re-loan for service consumption and elderly care will be established to encourage bank lending in these areas [3] - The total amount for capital market support tools will be combined to 800 billion yuan, optimizing the use of securities and stock repurchase loans [3] - A risk-sharing tool for technology innovation bonds will be created, allowing the PBOC to provide low-cost re-loan funds for purchasing these bonds [3]

Core Viewpoint - The article emphasizes the need for a more proactive fiscal policy in China, as outlined by the Central Economic Work Conference, aiming for a deficit rate of 4% in 2023, the highest in recent years, to support economic growth and stability [1][15]. Policy Goals - The fiscal policy aims to integrate economic and social development goals, increase counter-cyclical adjustments, raise the deficit rate, and optimize expenditure structure while maintaining necessary spending intensity [15][16]. - The deficit scale is set at 5.66 trillion yuan, an increase of 1.6 trillion yuan from the previous year [15]. Tools Arrangement - The government plans to utilize various fiscal tools, including government bonds, fiscal subsidies, special funds, and tax incentives, to enhance policy coordination across fiscal, monetary, employment, industrial, and regional policies [16]. - A total of 11.86 trillion yuan in new government bonds will be issued, an increase of 2.9 trillion yuan from last year, to support investment and financial stability [16]. Focus Areas - The fiscal policy will target weak links in high-quality development and economic circulation, with increased support for education, science and technology, social security, and health care, all seeing budget increases of over 5% [2][16]. - Central government transfers to local governments will be increased to 10.34 trillion yuan, a year-on-year growth of 8.4%, enhancing local financial support [2][16]. Implementation Rhythm - The government emphasizes a proactive approach to policy implementation, ensuring timely execution of confirmed policies and preparing for new policies to align with market expectations [2][16]. Economic Context - The article highlights the challenges posed by external factors, such as the U.S. imposing "reciprocal tariffs," which necessitate a robust fiscal response to mitigate adverse impacts on China's economy [3][18]. - The fiscal policy is seen as a critical tool to counteract these external risks and support sustainable economic growth [3][18]. Achievements and Future Directions - The implementation of fiscal policies has already shown positive effects, with GDP growth of 5% in the previous year and a strong start to the current year [9][18]. - The government aims to further enhance fiscal policy effectiveness through reforms and improved management practices, focusing on high-quality development and addressing key economic challenges [17][20].

Group 1: Monetary and Credit Growth - As of the end of February, the broad money supply (M2) reached 320.52 trillion yuan, growing by 7% year-on-year [6] - The balance of RMB loans stood at 261.78 trillion yuan, with a year-on-year increase of 7.3% [3] - The total social financing stock was 417.29 trillion yuan, reflecting an 8.2% year-on-year growth [4] Group 2: Loan and Financing Structure - In the first two months of the year, RMB loans increased by 6.14 trillion yuan, with corporate loans accounting for 5.82 trillion yuan of this total [2] - The balance of inclusive small and micro loans reached 33.43 trillion yuan, growing by 12.4% year-on-year, while medium to long-term loans for manufacturing increased by 10.3% [3] - The average interest rate for newly issued corporate loans was approximately 3.3%, down about 40 basis points from the previous year [3] Group 3: Social Financing and Government Bonds - The cumulative increase in social financing for the first two months was 9.29 trillion yuan, which is 1.32 trillion yuan more than the same period last year [4] - In February, the issuance of local government bonds accelerated, with nearly 800 billion yuan issued for debt replacement, exceeding one-third of last year's total [4] - The net financing of corporate bonds has also seen rapid growth, supported by low bond market interest rates [4] Group 4: Economic Outlook and Policy Implications - Experts suggest that the financial system will continue to support the real economy's recovery and high-quality development due to stable credit growth and effective macro policies [1][2] - The central bank has indicated that it will maintain a proactive monetary policy to address uncertainties in the external environment while ensuring stable economic growth [7] - There is potential for further monetary policy adjustments to enhance support for key sectors and promote economic transformation [7]