两重工作
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中央经济工作会议重磅定调,提及房地产、降准降息,信息量很大
21世纪经济报道· 2025-12-12 04:38
Core Viewpoint - The Central Economic Work Conference emphasizes the need for a more proactive macro policy to enhance economic stability and growth, focusing on expanding domestic demand and optimizing supply, while addressing risks in key areas to ensure a good start for the 14th Five-Year Plan [1][3][5]. Group 1: Economic Growth and Challenges - The economic growth rate for the first three quarters of 2025 was 5.2%, with quarterly growth rates of 5.4%, 5.2%, and 4.8% respectively [4]. - Despite a resilient export growth of 6.2% year-on-year from January to November, domestic demand remains weak, with retail sales growing only 4.3% and fixed asset investment declining by 1.7% during the same period [3][4]. - The government aims to achieve a growth target of around 5% for the year, despite facing downward pressure in the fourth quarter [4][6]. Group 2: Policy Measures - The conference outlines eight key tasks for 2026, including prioritizing domestic demand and fostering innovation-driven growth [1][5]. - A more proactive fiscal policy is anticipated, with the deficit rate expected to rise from 3% in 2024 to 4% in 2025, alongside increased local special bonds and long-term special bonds [8][10]. - Monetary policy will remain moderately loose, focusing on stabilizing economic growth and ensuring reasonable price recovery, with potential interest rate cuts expected in early 2026 [9][11]. Group 3: Investment and Consumption - The government plans to enhance investment by increasing central budget investments and optimizing the use of local government special bonds, with a focus on revitalizing private investment [13][15]. - The "Two New" policies, aimed at large-scale equipment updates and consumption upgrades, will continue to be implemented, with significant funds allocated to support these initiatives [13][15]. - Despite high growth rates in certain consumer goods, overall consumption growth remains low, necessitating further measures to unlock consumer potential [14]. Group 4: Risk Management and Structural Reforms - The conference stresses the importance of stabilizing the real estate market and managing local government debt risks, with specific measures to encourage the acquisition of existing housing for affordable housing projects [21][22]. - Efforts to clear overdue payments to enterprises are highlighted as a means to improve cash flow and facilitate smoother financial operations [18][22]. - Structural reforms will focus on enhancing the quality of competition and addressing issues related to "involution" in various industries [17][20].
【省发展改革委】陕西95%以上的“两重”项目已开工
Shan Xi Ri Bao· 2025-11-04 00:39
10月30日,记者从省发展改革委获悉:自去年"两重"工作启动以来,国家累计下达陕西"两重"资金 239.2亿元。截至目前,陕西2024年"两重"资金已使用70%以上,2025年"两重"项目开工率超95%,预计 年底前达100%。 ■ 自去年"两重"工作启动以来,国家累计下达陕西"两重"资金239.2亿元 ■ 截至目前,陕西2024年"两重"资金已使用70%以上,2025年"两重"项目开工率超95%,预计年底 前达100% ■ 我省中欧班列西安集结中心建设"软硬结合"做法入选国家优秀典型案例 省发展改革委固定资产投资处处长齐振民介绍,我省高度重视"两重"建设,成立工作专班,优化完 善工作机制,统筹各方力量,系统开展项目储备、审核筛选、落地推进、政策配套、资金监管、投产见 效等工作。 对标"两重"建设支持的投向领域,我省多次开展到县区、到企业、到项目单位的政策培训和解读, 组织各级各部门精准开展项目谋划储备,并在省级层面建立部门间的联合审核把关机制;省发展改革委 和各行业主管部门对储备项目进行共同审核,确保筛选出优质项目。对于"两重"资金支持的项目,我省 按照"清单化、节点化、颗粒化"方式管理推进,省级要素保障部 ...