会议听取了关于"深化国有'三资'管理改革"推进情况的汇报，强调要认真落实省委、省 政府部署要求，以国有"三资"管理改革为抓手，盘活用好各类国有资源，为有力有效稳增 长、防风险、保民生提供基础保障。要全面清查、分类研判，在科学精准开展价值评估的基 础上，建立"三资"管理台账，务求实现"心中有底"。要科学处置、高效利用，强化市场化思 维，遵循金融管理规律，依法依规推进国有"三资"盘活利用，推动分散变集中、资源变资 产、资产变资本。 市委副书记、市长、市委全面深化改革委员会副主任盛阅春，市人大常委会主任胡立 山，市政协主席杨智出席会议。 会议学习了党的二十大以来习近平总书记关于全面深化改革的重要讲话精神，审议了 《中共武汉市委全面深化改革委员会2025年工作要点》。会议指出，要深入学习贯彻习近平 总书记关于全面深化改革的一系列新思想、新观点、新论断，特别是对湖北武汉改革发展提 出的重要要求，担当使命、勇于探索，切实抓好重点领域和关键环节改革，加快推动"三个 优势转化"，重塑新时代武汉之"重"，努力在支点建设中当好龙头、走在前列。要健全推动 经济高质量发展体制机制，不断激发新时代新征程武汉发展的动力活力。要健全城市建 ...

Core Viewpoint - 2025 is a crucial year for advancing comprehensive coverage of inspections, guided by Xi Jinping's Thought on Socialism with Chinese Characteristics for a New Era, focusing on high-quality development of inspection work [1][2][3][4]. Group 1: Inspection Focus Areas - The inspections will focus on understanding the implementation of Xi Jinping's strategic deployments in various regions, emphasizing the need to reveal political deviations in the execution of major national strategies [1][2]. - Inspections will also assess the progress of over 300 important reform measures proposed at the 20th Central Committee's third plenary session, identifying issues such as local protectionism and superficial implementation [2]. - The inspections will evaluate the integration of development and security, ensuring that local governments fulfill their responsibilities in maintaining national security [2][3]. Group 2: Party Governance and Accountability - The effectiveness of strict governance within the Party is contingent on the responsibilities of Party organizations and leaders, particularly the "first responsible person" [3][4]. - Inspections will focus on the accountability of Party committees in managing corruption risks across various sectors, including finance, state-owned enterprises, and healthcare [3]. - The inspections will also examine the construction of leadership teams and grassroots Party organizations, ensuring adherence to democratic centralism and effective decision-making [4]. Group 3: Rectification and Oversight - There is a strong emphasis on the importance of rectification following inspections, with specific attention to the responsibilities of Party committees and supervisory bodies in addressing feedback [4]. - The inspections aim to identify and rectify issues related to ineffective responses to previous problems, ensuring accountability and continuous improvement [4]. - The overall approach to inspections will prioritize political effectiveness, legal compliance, and social impact, with a focus on disciplined conduct [4].

H KHJ/JX -JHDA 门川川 次会议首次提出了"统筹研究消化存量房产" 可能指向了市场近期关注的城投收购二手房的 模式。 (天风宏观宋雪涛) 图 2:水泥熟料产能利用率明显偏低(单位:%) 90 80 70 60 50 40 30 20 10 0 01周 11周 21周 31周 05周 09周 13周 15周 17周 19周 25周 27周 29周 33周 39周 03周 07周 23周 35周 37周 2021年 2020年 2022年 2023年 2024年 资料来源: Wind,天风证券研究所 图 1: 1-4 月政府债净融资同比下降 44%(单位:亿元) 120,000 100,000 80,000 60,000 40,000 20,000 0 ш ш ш III III ur 8 Z 3 u 9 6 TI t 2020年 2021年 2022年 2023年 2024年 资料来源: Wind,天风证券研究所 从政治局会议对于经济的基调来看,出台增量 政策的空间有限，加快落实存量政策可能是下 阶段的政策重心。目前存量政策仍未完全落 地, 1-4月政府债净融资规模同比下降44%,特 别国债尚未启动 ...