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新华视点丨努力完成全年经济社会发展目标任务——从中央政治局会议看下半年经济工作部署
Xin Hua She· 2025-07-30 16:37
中共中央政治局7月30日召开会议,分析研究当前经济形势,部署下半年经济工作,为完成全年经济社 会发展目标任务、实现"十四五"圆满收官指明了前进方向。 巩固拓展经济回升向好势头 今年上半年,面对更趋复杂严峻的外部环境,我国经济顶住压力、迎难而上,国内生产总值(GDP)同 比增长5.3%,主要经济指标表现良好,高质量发展取得新成效。 此次中央政治局会议指出,今年以来,"我国经济展现强大活力和韧性",同时指出,"当前我国经济运 行依然面临不少风险挑战"。 "要正确把握形势,增强忧患意识,坚持底线思维,用好发展机遇、潜力和优势,巩固拓展经济回升向 好势头。"会议作出重要判断。 国家发展改革委宏观经济研究院研究员张林山表示,会议科学分析研判当前经济形势,既看到成绩,也 不回避问题,强调从底线思维出发部署应对风险挑战之策,更好统筹发展和安全、着力激活经济发展潜 力,有助于引导社会预期,切实增强做好经济工作的责任感和紧迫感。 "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"……会议作出一系列重要部署。 宏观政策持续发力、适时加力 宏观政策是护航经济稳定运行的重要手 ...
政治局会议:下半年宏观政策“适时加力”,增强资本市场吸引力和包容性
Di Yi Cai Jing· 2025-07-30 13:43
Economic Growth and Policy Measures - China's economy achieved a growth rate of 5.3% in the first half of the year, showing resilience despite challenges [1][3] - The Central Political Bureau emphasized the need for proactive fiscal policies and moderately loose monetary policies to release policy effects [1][3] - Analysts suggest potential new measures such as interest rate cuts and increased fiscal deficit to support growth [2][4] Risk Management and Debt Control - The meeting highlighted the importance of preventing and resolving risks in key areas, particularly local government debt [1][6] - There is a strict prohibition on new hidden debts, and efforts will be made to clear local financing platforms [7][8] - The focus on high-quality urban renewal aims to mitigate risks associated with real estate and local debt [7][8] Capital Market Development - The meeting called for enhancing the attractiveness and inclusiveness of the domestic capital market to stabilize its recovery [9] - Key reforms will focus on financial openness, investment-side reforms, and increasing long-term capital inflows [9] Domestic Demand and Consumption - The government aims to effectively release domestic demand potential and stimulate consumption through targeted actions [10][11] - Initiatives include supporting service consumption and improving the consumption environment in key cities [10][12] Foreign Trade and Investment - The meeting stressed the need to stabilize foreign trade and foreign investment, particularly supporting export enterprises facing challenges [13][14] - There is a focus on optimizing export tax rebate policies and promoting the integration of domestic and foreign trade [13][14]
详解政治局会议:宏观政策适时加力,依法依规治理企业无序竞争
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-30 13:04
Core Points - The meeting of the Central Political Bureau on July 30 emphasized the importance of the upcoming Fourth Plenary Session of the 20th Central Committee, which will focus on the economic situation and work for the second half of the year [1] - The "14th Five-Year Plan" is nearing completion, and the "15th Five-Year Plan" will set the direction for national economic and social development, highlighting the coexistence of strategic opportunities and risks [2][3] - The meeting identified four major advantages for the "15th Five-Year Plan" period: the advantages of the socialist system with Chinese characteristics, the advantages of a super-large market, a complete industrial system, and abundant talent resources [2][3] Economic Policy and Strategy - The meeting called for sustained macroeconomic policies, effective release of domestic demand potential, deepening reforms, expanding high-level opening-up, and ensuring social welfare [4][5] - It was noted that China's economy showed resilience with a growth rate of 5.3% in the first half of the year, but there are concerns about investment slowdown and real estate market fluctuations [5] - The meeting emphasized the need for a more proactive fiscal policy and moderately loose monetary policy to enhance policy effectiveness and support economic recovery [6][7] Domestic Demand and Consumption - The meeting stressed the importance of effectively releasing domestic demand potential and expanding consumption, particularly in the service sector [7] - It highlighted the need to cultivate new growth points in service consumption and to view the service industry as part of the real economy [7] Reform and Market Development - The meeting reiterated the commitment to deepen reforms, promote technological innovation, and enhance the integration of technology and industry [8] - It emphasized the importance of advancing the construction of a unified national market to optimize market competition and governance [8][10] International Trade and Foreign Investment - The meeting recognized the need to expand high-level opening-up and stabilize foreign trade and investment, particularly in light of increased uncertainties in international trade [10][11] - Specific measures were proposed to support foreign trade enterprises and optimize export tax rebate policies [10]
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
Zhong Guo Jing Ying Bao· 2025-07-30 08:27
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]