Group 1: Economic Growth and Policy Direction - The Central Political Bureau meeting emphasized the need to consolidate and expand the positive momentum of economic recovery, with GDP growing by 5.3% year-on-year in the first half of the year [2] - The meeting highlighted the importance of maintaining policy continuity and stability while enhancing flexibility and foresight in economic measures [3][4] - A series of important deployments were made, including the acceleration of government bond issuance and improving the efficiency of fund utilization [5] Group 2: Domestic Demand and Consumption - The meeting stressed the need to effectively release domestic demand potential, with final consumption expenditure contributing 52% to economic growth in the first half of the year [6][7] - It was noted that there is a need to implement special actions to boost consumption, particularly in the service sector, to address gaps in supply [8] - Expanding consumption demand is crucial for improving people's livelihoods and stabilizing employment, especially for vulnerable groups [9] Group 3: Investment and Infrastructure - Investment is identified as a key driver for expanding domestic demand, with a focus on high-quality promotion of "two重" construction to stimulate private investment [10] - The meeting underscored the importance of infrastructure investment as a support for economic growth and related industry chains [10] Group 4: Reform and Innovation - The meeting called for unwavering commitment to deepening reforms, particularly in technology innovation and market competition [11] - Emphasis was placed on fostering a healthy development of the private economy and optimizing the business environment to drive high-quality growth [11] Group 5: External Trade and Investment - The meeting highlighted the need to expand high-level opening up and stabilize the fundamentals of foreign trade and investment [12] - Support measures for foreign trade enterprises were discussed, including enhancing financing support and promoting integrated development of domestic and foreign trade [13] Group 6: Risk Management and Financial Stability - Continuous prevention and resolution of risks in key areas were emphasized to ensure stable economic development [14] - The meeting addressed the need for effective management of local government debt risks and enhancing the attractiveness of the domestic capital market [16] Group 7: Social Welfare and Employment - The meeting reiterated the importance of solidifying social welfare measures and ensuring that development benefits are equitably shared among the population [17] - Employment policies were prioritized, particularly for key groups such as recent graduates and migrant workers, to stabilize the labor market [17]

Group 1 - The central government emphasizes the need to consolidate and expand the positive momentum of economic recovery, with GDP growth of 5.3% in the first half of the year, indicating strong vitality and resilience in the economy [2][3] - The meeting highlighted the importance of maintaining policy continuity and stability while enhancing flexibility and foresight, focusing on stabilizing employment, enterprises, markets, and expectations [2][3] - Macro policies will continue to play a crucial role in stabilizing economic operations, with a call for more proactive fiscal policies and moderately loose monetary policies [3][4] Group 2 - The meeting stressed the need to effectively unleash domestic demand potential, especially in the context of a complex external environment, with final consumption contributing 52% to economic growth in the first half of the year [6][7] - There is a focus on implementing special actions to boost consumption, particularly in expanding goods consumption and cultivating new growth points in service consumption [8][9] - Investment is identified as a key driver for expanding domestic demand, with an emphasis on high-quality infrastructure construction and stimulating private investment [10] Group 3 - The meeting underscored the necessity of deepening reforms to drive economic growth, with a focus on technological innovation, optimizing market competition, and improving the business environment for private enterprises [11][12] - High-level opening-up is emphasized to stabilize foreign trade and foreign investment, with measures to support foreign trade enterprises and enhance their competitiveness [12][13] Group 4 - Continuous efforts are required to prevent and mitigate risks in key areas, including local government debt and capital market stability, to ensure sustainable economic development [14][16] - The meeting highlighted the importance of ensuring social welfare and employment, particularly for key groups such as recent graduates and migrant workers, while maintaining safety in production and food supply [17]

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 ...

Core Points - The meeting of the Central Political Bureau emphasized the importance of the 14th Five-Year Plan and the upcoming Fourth Plenary Session of the 20th Central Committee, focusing on economic and social development strategies [1][2] - The meeting highlighted the need to maintain strategic confidence and adapt to complex changes in the economic environment, while leveraging China's institutional advantages and market potential [1][2] - The meeting called for a proactive macroeconomic policy to ensure stable economic growth and to address risks and challenges in the current economic landscape [3][4] Economic Development Strategy - The meeting underscored the necessity of adhering to Marxist principles and Xi Jinping's thoughts to achieve the goal of building a modern socialist country and promoting national rejuvenation [2] - Emphasis was placed on achieving qualitative improvements in the economy while ensuring reasonable quantitative growth, focusing on comprehensive development and common prosperity [2][3] Policy Recommendations - The meeting advocated for a continuation of active fiscal policies and moderately loose monetary policies to enhance policy effectiveness and support economic recovery [3][4] - It was recommended to stimulate domestic demand, particularly through consumption initiatives and effective investment strategies [3][4] Reform and Innovation - The meeting stressed the importance of deepening reforms and fostering technological innovation to enhance productivity and develop competitive emerging industries [4][5] - There was a call to optimize market competition and regulate local investment behaviors to ensure a fair business environment [4] Employment and Social Welfare - The meeting highlighted the priority of employment policies, particularly for vulnerable groups such as graduates and migrant workers, while ensuring social safety nets are in place [5] - It emphasized the need for food security and maintaining reasonable prices for essential agricultural products to support rural development [5]

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 ...

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]

转自：证券时报 人民财讯7月30日电，中共中央政治局7月30日召开会议，会议强调，要扎实做好民生保障工作。突出就 业优先政策导向，促进高校毕业生、退役军人、农民工等重点群体就业。落实好惠民政策，健全分层分 类社会救助体系。夯实"三农"基础，推动粮食和重要农产品价格保持在合理水平。巩固拓展脱贫攻坚成 果，确保不发生规模性返贫致贫。始终把人民群众生命安全放在第一位，加强安全生产和食品安全监 管，全力做好防汛应急抢险救灾，保障迎峰度夏期间能源电力供应。做好"十五五"规划编制工作。 ...

Group 1 - The article emphasizes the need for the Ministry of Finance to align its actions with the central government's analysis of the economic situation, promoting high-quality economic and social development through effective fiscal policies [1][22] - The Ministry plans to implement a childcare subsidy system, gradually promote free preschool education, and provide subsidies for elderly care services for disabled seniors to better meet the service needs of the population [1][23] Group 2 - The Ministry of Finance aims to enhance employment stability through policies such as job retention subsidies, tax reductions, and employment support for key groups [1][23] - There is a focus on increasing educational support and improving the quality of educational resources, alongside the implementation of social security, healthcare, and welfare policies to ensure basic living standards for vulnerable groups [1][23] Group 3 - The Ministry is committed to accelerating the issuance and utilization of long-term special bonds and local government bonds to create tangible work output as part of its fiscal policy [1][22] - The article highlights the importance of using fiscal funds to guide and stimulate economic activity, ensuring that various policy effects are continuously released [1][22]

Group 1 - The article emphasizes the need for a more proactive fiscal policy to enhance economic stability and growth through increased fiscal counter-cyclical adjustments [1] - It highlights the importance of issuing and utilizing ultra-long special bonds and local government special bonds to generate tangible work output promptly [1] - The article discusses the role of fiscal funds in guiding and stimulating policy effectiveness, particularly in supporting traditional industry upgrades and the development of emerging industries [1] Group 2 - The article stresses the importance of strengthening social welfare measures to address urgent public concerns, including employment stability and educational support [2] - It advocates for the implementation of a childcare subsidy system and the gradual introduction of free preschool education to better meet the needs of families [2] - The article calls for enhanced social security, healthcare, and assistance policies to ensure basic living standards for vulnerable populations [2] Group 3 - The article outlines the need for continuous reform of the fiscal and tax system to improve governance efficiency and budget management [3] - It suggests optimizing the VAT refund policy and developing tax systems that align with new business models [3] - The article emphasizes the importance of enhancing local fiscal autonomy through improved transfer payment systems [3] Group 4 - The article focuses on promoting consumption to expand domestic demand and unlock market potential [4] - It discusses the need to improve policies supporting service consumption in areas such as elderly care, childcare, culture, and tourism [4] - The article highlights the importance of coordinating fiscal and financial policies to better meet consumer demand and support the real estate market's sustainable development [4]

金十数据7月30日讯，财政部部长蓝佛安在学习时报刊文表示，加强民生保障，推动解决人民群众急难 愁盼问题。加大稳就业政策实施力度，有力实施稳岗返还、税费减免、就业补贴等政策，强化重点群体 就业保障。加大教育发展支持力度，推动教育资源扩优提质。深入实施社保、医疗、优抚等有关补助政 策，健全分层分类社会救助体系，保障好困难群众基本生活。抓紧实施育儿补贴制度，逐步推行免费学 前教育，发放失能老年人养老服务补贴，更好满足人民群众在"一老一小"方面的服务需求。 财长蓝佛安： 抓紧实施育儿补贴制度，逐步推行免费学前教育 ...