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含“金”量极高!郑栅洁、蓝佛安、王文涛、潘功胜、吴清,五大财经要员最新发声!(核心要点一文速览)
证券时报· 2025-03-06 09:44
3月6日(星期四)下午,十四届全国人大三次会议举行记者会,邀请国家发展改革委主任郑栅 洁、财政部部长蓝佛安、商务部部长王文涛、中国人民银行行长潘功胜、中国证券监督管理委员 会主席吴清就发展改革、财政预算、商务、金融证券等相关问题回答中外记者提问。 国家发展改革委 郑栅洁:民营经济的活力和动力不断增强 郑栅洁表示,传统产业转型升级显著加快,民营经济的活力和动力不断增强。民营经济出口去年占 64.7%,提升1.4个百分点;制造业民间投资、基础设施民间投资分别增长10.8%、5.8%。 郑栅洁:提振消费专项行动方案将很快发布实施 郑栅洁表示,提振消费专项行动方案将很快发布实施。 郑栅洁:去年向民间资本推出8000多个重大项目 郑栅洁表示,去年向民间资本推出8000多个重大项目,今年将支持民营企业在新兴产业、未来产业的投资 布局,也将在铁路、水利、核电等领域推出有吸引力的重大项目。 郑栅洁:近期将设立国家创业投资引导基金 带动地方资金、社会资本的规模将接近1万亿元 郑栅洁表示,近期将设立国家创业投资引导基金,目的就是做优、做强、做大创新型企业。郑栅洁表示, 培育壮大新质生产力是一项长期任务、系统工程。组建国家创业投资 ...
2025政府工作报告: 哪些新变化?
对冲研投· 2025-03-05 11:24
Core Viewpoint - The government work report emphasizes the need for proactive policies to address the increasingly complex external environment, focusing on boosting demand, enhancing technological innovation, and improving consumption mechanisms [3][6]. Policy Measures - Policies should be implemented early and decisively to counter external uncertainties, with a focus on timely and sufficient responses [3][6]. - The report highlights the importance of accelerating the construction of a modern industrial system, with a strong emphasis on emerging and future industries as key to global competition [3][6][7]. Consumption and Demand - Consumption is identified as a critical area for policy support, with mechanisms being developed to enhance consumer capacity, including labor wage growth and diversified service offerings in health, elderly care, and childcare [6][9]. - The report indicates that consumption will be strategically promoted in response to economic pressures [6]. Technological Development - The focus on "new quality productivity" is increasing, with an emphasis on accelerating technological advancements in areas such as artificial intelligence, commercial aerospace, and low-altitude economy [7][8]. - The "Science and Education Prosperity" strategy is highlighted as essential for building a supportive ecosystem for education, research, and talent development [7]. Fiscal Policy - The government plans to enter a new phase with a fiscal deficit rate set at 4%, breaking historical records and indicating a significant increase in fiscal commitment [9]. - New special bond issuance is expected to exceed 4 trillion yuan, with specific allocations for debt repayment and land reserve purposes [9]. Monetary Policy - The monetary policy is expected to maintain a moderately loose stance, with potential for a reserve requirement ratio cut as a timely response to external uncertainties [8][9].
首次!把稳住楼市股市写进《政府工作报告》总体要求!来看权威解读
证券时报· 2025-03-05 07:12
国务院新闻办公室于3月5日上午11时30分举行吹风会,《政府工作报告》起草组负责人、国务院研究室主任沈丹 阳,《政府工作报告》起草组成员、国务院研究室副主任陈昌盛解读《政府工作报告》,并答记者问。 陈昌盛:宏观调控中重视资产价格,把稳住楼市股市写进总体要求 ,这是第一次 陈昌盛表示,今年的政府工作报告充分体现2024年9月26日中央政治局会议以来,党中央对宏观调控思路的创 新。比如,报告明确提出强化宏观政策民生导向。 陈昌盛指出,报告还有一些新的提法, 比如,打破了"消费是慢变量"的常规,把提振消费放在更加突出的位置,而 且强调促消费和扩投资之间要形成互动。 再比如, 宏观调控中重视资产价格,把稳住楼市股市写进总体要求,这是第一次。 强调将政策资源更多投资于人、 服务于民生,这些都是宏观政策的创新,旨在通过形成经济发展与民生改善的良性循环,在稳增长、稳就业中更好 地促进高质量发展。 陈昌盛:要通过更大力度稳住楼市、股市等来推动CPI目标实现 陈昌盛表示, 价格是经济运行的"体温"。近两年,我国物价水平总体偏低,这对消费者来说是好事,但从国民经 济大循环来看并不好。促进物价温和回升被看作经济运行健康的表现。今年 ...
2025年怎么干?政府工作报告一图速览
21世纪经济报道· 2025-03-05 04:55
Key Points - The government plans to set the deficit ratio at around 4%, with an increase in the deficit scale by 1.6 trillion yuan compared to the previous year [2] - Local government special bonds are proposed to be arranged at 4.4 trillion yuan, an increase of 500 billion yuan from last year [2] - The total new government debt scale is expected to reach 11.86 trillion yuan, an increase of 2.9 trillion yuan from the previous year [2] - The issuance of ultra-long special government bonds is planned at 1.3 trillion yuan, which is 300 billion yuan more than last year [2] - A special bond issuance of 500 billion yuan is also proposed [2] - Special actions to boost consumption will be implemented, including 300 billion yuan in special bonds to support the replacement of old consumer goods [2] - The government aims to promote the healthy development of emerging industries such as commercial aerospace and low-altitude economy [2] - Future industries such as biomanufacturing, quantum technology, embodied intelligence, and 6G will be cultivated [2] - The digital transformation of the manufacturing industry will be accelerated, focusing on smart connected new energy vehicles, AI smartphones and computers, and intelligent manufacturing equipment [2] - The supply of high school education degrees will be expanded, gradually implementing policies to address educational needs [2] - A long-term mechanism to resolve corporate accounts receivable issues will be established [3] - Special actions to regulate enterprise-related law enforcement will be carried out [3] - The government will continue to promote stability in the real estate market and enhance the management of existing housing stock [3] - The revitalization of agriculture will be deepened, with increased support for grain-producing counties [3] - The urbanization process will be advanced by integrating eligible agricultural transfer populations into the housing security system [3] - A green consumption incentive mechanism will be improved to promote low-carbon production and lifestyle [3] - Employment channels for college graduates and youth will be broadened, with a focus on protecting the rights of flexible and new employment forms [3] - The optimization of drug procurement policies will be enhanced, with a focus on quality assessment and supervision [3]