Group 1 - The core viewpoint of the report emphasizes that Hong Kong is navigating through significant global changes while maintaining its core competitiveness and forming new advantages [1][2] - The Hong Kong economy is showing a steady improvement, with a reported growth of 3.1% in the first quarter and an expectation of continued growth in the second quarter [1] - The implementation of the National Security Law has created a stable environment for rebuilding the city, ensuring the rights and freedoms of citizens while positioning Hong Kong as a safe harbor for global investment [1] Group 2 - The report highlights that global investment opportunities are being actively sought, and Hong Kong can assist countries in diversifying risks, attracting funds, businesses, and talent [1] - The government plans to adopt various policy measures to support businesses in facing challenges and to create a better investment and business environment [1] - As of 2024, there are 9,960 companies with foreign parent companies based in Hong Kong, representing an annual increase of approximately 10% [1] - The total value of asset and wealth management business in Hong Kong reached approximately HKD 35.1 trillion by the end of last year [1] - By the end of March this year, the number of registered funds reached 976, with a net inflow of over USD 44 billion, marking a growth of 285% year-on-year [1] Group 3 - The report emphasizes the government's commitment to managing various risks with a bottom-line thinking approach while promoting economic stability and actively integrating into national development [2] - The theme of the report is "One Country, Two Systems, Unique Advantages," aiming to clarify Hong Kong's advantages under this framework and its broader development prospects [2]

Group 1 - The core viewpoint of the report emphasizes a three-dimensional policy system focusing on short-term stability, medium-term structural adjustment, and long-term breakthroughs, particularly in the context of the transition from the "14th Five-Year Plan" to the "15th Five-Year Plan" [2][18] - The report highlights the collaborative approach of fiscal and monetary policies, aiming to create a synergistic effect that enhances economic stability and supports domestic demand [10][18] - The governance of "involution" and optimization of production capacity is underscored, with a focus on regulating disorderly competition and promoting the exit of excess capacity in key industries [11][18] Group 2 - The report suggests monitoring export-oriented industries that may benefit from the reduction of tariffs by the U.S., particularly those with high export ratios such as home appliances and consumer electronics [21] - It identifies high-growth sectors that could thrive under precise policy support and global technological resonance, including domestic computing power and defense industries [21] - The report points to thematic opportunities arising from the "15th Five-Year Plan," indicating potential investment avenues aligned with national strategic goals [21]

Core Viewpoint - The meeting of the Central Political Bureau emphasizes the importance of the 14th Five-Year Plan and the need to adapt to complex economic changes while maintaining strategic confidence and focusing on domestic development [1][2][3] Economic Analysis - The meeting highlights that the current economic environment presents both opportunities and challenges, necessitating a focus on stabilizing employment, enterprises, and market expectations [3][4] - It acknowledges that despite risks, the economy has shown resilience and positive indicators, with effective macroeconomic policies leading to high-quality development [2][3] Policy Recommendations - The meeting calls for a continuation of proactive fiscal policies and moderately loose monetary policies to enhance policy effectiveness and support economic recovery [3][4] - Emphasis is placed on expanding domestic demand, particularly through consumption initiatives and effective investment strategies [3][4] Reform and Innovation - There is a strong focus on deepening reforms and fostering technological innovation to develop new competitive industries [4][5] - The meeting stresses the importance of creating a unified national market and optimizing market competition [4] External Trade and Investment - The meeting underscores the need to stabilize foreign trade and investment, providing support to affected enterprises and enhancing integration between domestic and foreign trade [4][5] Risk Management - Continuous efforts are required to prevent and mitigate risks in key areas, including local government debt and capital market stability [4][5] Social Welfare - The meeting prioritizes employment policies and social safety nets, ensuring support for vulnerable groups and maintaining food security [5]

就当前经济形势和下半年经济工作 中共中央召开党外人士座谈会 习近平主持并发表重要讲话 李强通报有关情况 王沪宁蔡奇丁薛祥出席 习近平指出，上半年，各民主党派中央、全国工商联和无党派人士紧扣中共中央重大决策部署，聚焦经 济社会发展中的一些重点难点问题深入调研、建言献策，积极开展民主监督，体现了在中国共产党领导 下团结合作的政治担当和实干精神。他代表中共中央向大家表示衷心感谢。 习近平对各民主党派、全国工商联和无党派人士提出两点希望。一是统一思想认识，凝聚广泛共识。深 刻理解把握中共中央关于当前经济形势的分析判断和经济工作的指导思想、大政方针、重要部署，多做 宣传政策、解疑释惑、理顺情绪、凝聚共识的工作，汇聚起团结奋斗的强大正能量。二是立足自身优 势，推动高质量发展。结合履职选准调研题目，统筹用好各类资源和专业智库，提出更多具有前瞻性、 操作性的意见建议。全国工商联要引导民营经济人士坚守主业、做强实业，坚定不移走高质量发展之 路。 刘国中、李干杰、何立峰、张国清、吴政隆，中共中央、国务院有关部门负责人出席座谈会。 出席座谈会的党外人士还有邵鸿、何报翔、王光谦、秦博勇、朱永新、杨震和张恩迪、方光华、周黎安 等。 7 ...

7月23日，中共中央在中南海召开党外人士座谈会，就当前经济形势和下半年经济工作听取各民主党派 中央、全国工商联负责人和无党派人士代表的意见建议。中共中央总书记习近平主持座谈会并发表重要 讲话强调，做好下半年经济工作，要坚持稳中求进工作总基调，完整准确全面贯彻新发展理念，加快构 建新发展格局，保持政策连续性稳定性，增强灵活性预见性，着力稳就业、稳企业、稳市场、稳预期， 有力提振消费、破除"内卷"，畅通国内大循环，促进国内国际双循环，努力完成全年经济社会发展目标 任务，实现"十四五"圆满收官。 中共中央政治局常委李强、王沪宁、蔡奇、丁薛祥出席座谈会。李强受中共中央委托通报了上半年经济 工作有关情况，介绍了关于下半年经济工作有关考虑。 座谈会上，民革中央主席郑建邦、民盟中央主席丁仲礼、民建中央主席郝明金、民进中央主席蔡达峰、 农工党中央主席何维、致公党中央主席蒋作君、九三学社中央主席武维华、台盟中央主席苏辉、全国工 商联主席高云龙、无党派人士代表孙其信先后发言。他们完全赞同中共中央对当前经济形势的分析判断 和下半年经济工作的考虑，并就推动科技创新和产业创新跨区域协同、促进文体旅商融合发展、促进服 务业消费、超前布局 ...

2025.07. 30 本文字数：2151，阅读时长大约4分钟 据新华社，中共中央政治局7月30日召开会议，决定今年10月在北京召开中国共产党第二十届中央 委员会第四次全体会议，主要议程是，中共中央政治局向中央委员会报告工作，研究关于制定国民经 济和社会发展第十五个五年规划的建议。会议分析研究当前经济形势，部署下半年经济工作。中共中 央总书记习近平主持会议。 会议强调，做好下半年经济工作，要坚持以习近平新时代中国特色社会主义思想为指导，坚持稳中求 进工作总基调，完整准确全面贯彻新发展理念，加快构建新发展格局，保持政策连续性稳定性，增强 灵活性预见性，着力稳就业、稳企业、稳市场、稳预期，有力促进国内国际双循环，努力完成全年经 济社会发展目标任务，实现"十四五"圆满收官。 会议指出，宏观政策要持续发力、适时加力。要落实落细更加积极的财政政策和适度宽松的货币政 策，充分释放政策效应。加快政府债券发行使用，提高资金使用效率。兜牢基层"三保"底线。货币 政策要保持流动性充裕，促进社会综合融资成本下行。用好各项结构性货币政策工具，加力支持科技 创新、提振消费、小微企业、稳定外贸等。支持经济大省发挥挑大梁作用。强化宏观政策 ...

中共中央政治局7月30日召开会议，决定今年10月在北京召开中国共产党第二十届中央委员会第四次全 体会议，主要议程是，中共中央政治局向中央委员会报告工作，研究关于制定国民经济和社会发展第十 五个五年规划的建议。会议分析研究当前经济形势，部署下半年经济工作。中共中央总书记习近平主持 会议。 会议指出，"十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期，我国发展环境面 临深刻复杂变化，战略机遇和风险挑战并存、不确定难预料因素增多，同时我国经济基础稳、优势多、 韧性强、潜能大，长期向好的支撑条件和基本趋势没有变，中国特色社会主义制度优势、超大规模市场 优势、完整产业体系优势、丰富人才资源优势更加彰显，要保持战略定力，增强必胜信心，积极识变应 变求变，集中力量办好自己的事，在激烈国际竞争中赢得战略主动，推动事关中国式现代化全局的战略 任务取得重大突破。 会议强调，"十五五"时期经济社会发展要坚持马克思列宁主义、毛泽东思想、邓小平理论、"三个代 表"重要思想、科学发展观，全面贯彻习近平新时代中国特色社会主义思想，围绕全面建成社会主义现 代化强国、实现第二个百年奋斗目标，以中国式现代化全面推进中华民族伟大复 ...

Core Viewpoint - The meeting of the Central Political Bureau emphasizes the importance of the 14th Five-Year Plan period for achieving socialist modernization and addresses the current economic situation, highlighting the need for strategic focus and adaptability in the face of complex challenges and opportunities [1][2]. Economic Development Strategy - The meeting outlines the necessity to adhere to Marxist principles and Xi Jinping's thoughts, aiming for a comprehensive approach to achieve the second centenary goal and advance national rejuvenation through Chinese-style modernization [2]. - It stresses the importance of maintaining a balance between quality and reasonable growth in the economy, ensuring the well-being of the people, and making significant progress towards socialist modernization [2][3]. Policy Recommendations - The meeting calls for sustained macroeconomic policies, including proactive fiscal measures and moderately loose monetary policies, to enhance policy effectiveness and support economic recovery [4]. - It emphasizes the need to stimulate domestic demand, particularly through consumption initiatives and effective investment strategies [4][5]. Reform and Innovation - The meeting highlights the importance of deepening reforms, particularly in technology and industry, to foster new competitive industries and optimize market conditions [4][5]. - It advocates for high-level opening-up to stabilize foreign trade and investment, while also addressing risks in key sectors [5]. Social Welfare and Employment - The meeting prioritizes employment policies, particularly for vulnerable groups, and aims to ensure food security and prevent large-scale poverty [5][6]. - It underscores the need for a robust social safety net and effective disaster response measures to protect public welfare [5]. Engagement and Implementation - The meeting encourages active participation from all sectors, urging leaders and entrepreneurs to align with the new development philosophy and contribute to high-quality economic growth [6].

中共中央政治局7月30日召开会议，决定今年10月在北京召开中国共产党第二十届中央委员会第四次 全体会议，主要议程是，中共中央政治局向中央委员会报告工作，研究关于制定国民经济和社会发 展第十五个五年规划的建议。会议分析研究当前经济形势，部署下半年经济工作。中共中央总书记 习近平主持会议。 会议强调，要有效释放内需潜力。深入实施提振消费专项行动，在扩大商品消费的同时，培育服务 消费新的增长点。在保障改善民生中扩大消费需求。高质量推动"两重"建设，激发民间投资活力， 扩大有效投资。 会议指出，"十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期，我国发展环 境面临深刻复杂变化，战略机遇和风险挑战并存、不确定难预料因素增多，同时我国经济基础稳、 优势多、韧性强、潜能大，长期向好的支撑条件和基本趋势没有变，中国特色社会主义制度优势、 超大规模市场优势、完整产业体系优势、丰富人才资源优势更加彰显，要保持战略定力，增强必胜 信心，积极识变应变求变，集中力量办好自己的事，在激烈国际竞争中赢得战略主动，推动事关中 国式现代化全局的战略任务取得重大突破。 会议强调，"十五五"时期经济社会发展要坚持马克思列宁主义、毛 ...

Core Viewpoint - The meeting of the Central Political Bureau emphasizes the importance of stabilizing employment, enterprises, markets, and expectations to effectively promote domestic and international dual circulation, aiming to achieve the economic and social development goals for the year and ensure a successful conclusion to the 14th Five-Year Plan [1] Group 1 - The meeting highlights the need to adhere to Xi Jinping's new era of socialism with Chinese characteristics as the guiding principle for economic work in the second half of the year [1] - It stresses the importance of maintaining policy continuity and stability while enhancing flexibility and foresight in economic measures [1] - The focus is on achieving stability in employment, enterprises, markets, and expectations to support the overall economic framework [1]