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中央政治局会议定调:增强资本市场吸引力和包容性,巩固回稳向好势头
中经实习记者 孙汝祥 记者 夏欣 北京报道 7月30日,中共中央政治局召开会议。会议指出,要增强国内资本市场的吸引力和包容性,巩固资本市 场回稳向好势头。 会议指出,要坚定不移深化改革。坚持以科技创新引领新质生产力发展,加快培育具有国际竞争力的新 兴支柱产业,推动科技创新和产业创新深度融合发展。纵深推进全国统一大市场建设,推动市场竞争秩 序持续优化。依法依规治理企业无序竞争。推进重点行业产能治理。规范地方招商引资行为。坚持"两 个毫不动摇",激发各类经营主体活力。 会议强调,要扩大高水平对外开放,稳住外贸外资基本盘。帮助受冲击较大的外贸企业,强化融资支 持,促进内外贸一体化发展。优化出口退税政策,高水平建设自贸试验区等开放平台。 会议指出,要持续防范化解重点领域风险。落实好中央城市工作会议精神,高质量开展城市更新。积极 稳妥化解地方政府债务风险,严禁新增隐性债务,有力有序有效推进地方融资平台出清。增强国内资本 市场的吸引力和包容性,巩固资本市场回稳向好势头。 (编辑:夏欣 审核:何莎莎 校对:张国刚) 会议指出,做好下半年经济工作,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 ...
宏观经济点评报告:核心是以人为本的新型城镇化:中央城市工作会议学习解读
SINOLINK SECURITIES· 2025-07-16 08:50
Group 1: Urbanization Strategy - The core idea of the Central Urban Work Conference is to accelerate human-centered new urbanization through urban renewal[2] - The goal is to build innovative, livable, beautiful, resilient, civilized, and smart modern cities[7] - The focus is on addressing the shortfalls in basic public services and promoting the urbanization of agricultural migrant workers[8] Group 2: Economic Transformation - The strategy aims to shift the economy from being a "manufacturing powerhouse" to a "consumer powerhouse" by releasing the consumption potential of low- and middle-income groups[2] - The total number of migrant workers in China is approximately 300 million, with 132 million residing in urban areas[10] - The estimated cost to provide basic public services for the 132 million urban migrant workers is around 6-7 trillion yuan[10] Group 3: Policy Implementation - The meeting outlined seven key tasks for urban work, emphasizing the optimization of the modern urban system[8] - Future urban development will focus on creating modern urban clusters and metropolitan areas, rather than excessive concentration in mega-cities[12] - The government plans to enhance the supply of basic public services and ensure equal access, particularly for migrant populations[11] Group 4: Infrastructure and Safety - The need for urban infrastructure upgrades is highlighted, with an estimated investment requirement of about 4 trillion yuan for the next five years[16] - The conference stressed the importance of urban safety, including the renovation of old pipelines and the regulation of high-rise buildings[16]