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每周海内外重要政策跟踪-20251110
Haitong Securities International· 2025-11-10 05:26
Domestic Macro - The National Development and Reform Commission (NDRC) and other departments released the "Action Plan for Deepening Smart City Development and Promoting Comprehensive Digital Transformation," aiming to establish over 50 fully digital transformation cities by the end of 2027 [5][15]. - The Chairman of the China Securities Regulatory Commission (CSRC) Wu Qing emphasized key tasks for enhancing the inclusiveness and adaptability of the capital market during the "14th Five-Year Plan" period [5][15]. - The Ministry of Finance established a new Debt Management Department to oversee government debt management systems and risk prevention [5][15]. Industry Policy - The Minister of Finance, Lan Fo'an, highlighted the need to support consumption, expand investment, and stabilize foreign trade [6][15]. - The NDRC and other departments launched a smart city development action plan [6][15]. - The 138th Canton Fair concluded with on-site intended export transactions exceeding 25 billion USD, indicating strong international interest [6][15]. Local Policy - Shenzhen optimized policies for converting existing non-residential buildings into affordable rental housing [7][15]. - The Xiamen Special Economic Zone's personal bankruptcy protection regulations officially took effect [7][15]. - Guangdong Province allocated an additional 3.5 billion CNY to promote consumption [7][15]. Overseas Dynamics - President Xi Jinping attended the APEC informal leaders' meeting and proposed three suggestions for regional cooperation [8][15]. - China and South Korea renewed their bilateral currency swap agreement [8][15]. - The U.S. announced plans to invest approximately 500 billion USD into alternative investment markets [8][15].