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科技创新引领新质生产力发展
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7.30政治局会议精神解读:从“应对冲击”转向“提质增效”
Huafu Securities· 2025-07-30 12:02
Economic Outlook - The assessment of the economic situation has become more positive, with major economic indicators performing well, leading to a projected economic growth of 5.3% in the first half of the year, exceeding the annual target[3] - Concerns over external shocks have significantly eased, reflecting the effectiveness of measures taken against the recent tariff war with the U.S.[3] - The focus of future economic work is expected to shift towards enhancing domestic circulation and improving quality and efficiency[3] Policy Adjustments - Supply-side quality enhancement has re-emerged as a policy focus, emphasizing technological innovation and the development of internationally competitive emerging industries[4] - The macroeconomic policy stance has shifted to a more neutral tone, with potential for minor interest rate cuts, particularly a 10 basis point reduction expected in August[5] - Fiscal policy remains cautious, with a low probability of increasing special bond issuance, while emphasizing the need to effectively release domestic demand potential[5] Real Estate and Capital Markets - The focus of real estate policy is shifting from stimulating incremental demand to high-quality urban renewal, with a more cautious approach to urban development[6] - The meeting highlighted the importance of enhancing the attractiveness and inclusivity of domestic capital markets, aiming to consolidate the positive momentum in capital market recovery[6]
5月13日晚间央视新闻联播要闻集锦
今日摘要 习近平出席中拉论坛第四届部长级会议开幕式并发表主旨讲话。 习近平举行仪式欢迎巴西总统访华,两国元首举行会谈。 习近平致电祝贺阿尔巴尼斯当选连任澳大利亚总理。 李强会见巴西总统。 赵乐际会见巴西总统。 赵乐际同津巴布韦众议长举行会谈。 全国政协召开"以科技创新引领新质生产力发展"专题协商会,王沪宁出席并讲话。 中国人民抗日战争暨世界反法西斯战争胜利80周年纪念活动标识发布。 中央层面深入贯彻中央八项规定精神学习教育工作专班、中央纪委办公厅公开通报李献林、叶金广等人 违规吃喝严重违反中央八项规定精神问题。 俄罗斯方面称不接受最后通牒式对话。 内容速览 习近平出席中拉论坛第四届部长级会议开幕式并发表主旨讲话 5月13日上午,国家主席习近平在国家会议中心出席中国-拉美和加勒比国家共同体论坛第四届部长级 会议开幕式并发表主旨讲话。习近平宣布,中方同拉方携手启动五大工程,共谋发展振兴,共建中拉命 运共同体。 习近平举行仪式欢迎巴西总统访华 国家主席习近平13日下午在人民大会堂东门外广场举行仪式,欢迎巴西联邦共和国总统路易斯·伊纳西 奥·卢拉·达席尔瓦对我国进行国事访问。 习近平同巴西总统会谈 欢迎仪式后,习近平 ...