证监会明确表态稳市场！5000万股民迎转机，下周一更大级别行情可期 "证监会终于发声稳市场！"这条消息在10月17日晚间在投资圈刷屏，再次点燃了投资者的热情。小区楼下的长椅上，张大爷戴着老花镜刷着股市新闻，和老 伙计们热议"这回政策力度真不小"；地铁里的年轻白领一边啃着早餐，一边在股民群里分享证监会的最新举措；就连便利店老板都趁着没顾客的间隙，打开 行情软件盘算着要不要加仓——毕竟对于咱们2.4亿A股投资者来说 ，证监会的每一次表态、每一项政策，都直接牵动着家里的"钱袋子"。这次证监会不仅 明确释放稳市场信号，还搭配了多部门政策组合拳，5000万股民期盼的转机真的来了，下周一是否会迎来更大级别行情？ 一、证监会10月17日重磅发声：鼓励现金分红，夯实市场信心 10月17日，证监会直接放出"定心丸"，修订发布《上市公司治理准则》并明确自2026年1月1日起施行。这份新规最让股民开心的是，明确要求上市公司"积 极回报股东"，在公司章程里写清楚现金分红政策，保持分红的稳定性和合理性，还鼓励符合条件的公司增加现金分红频次。 要知道，现金分红可是股民最实在的收益之一，以前有些公司明明盈利却少分红，让股民只能靠股价波动" ...

Core Viewpoint - The article discusses the recent policy developments aimed at stabilizing the real estate market in China, focusing on optimizing the use of existing urban space and facilitating foreign investment in property purchases [2][3]. Group 1: National Policies - The Ministry of Natural Resources approved the "Guidelines for Optimizing Urban Stock Space Activation Planning," which fills a technical standard gap for planning the activation of stock space, promoting a shift from "incremental land dividends" to "stock space value" [2]. - The guidelines are expected to accelerate the implementation of existing projects, reduce inventory, and stabilize the land market in the short term, while guiding the industry towards urban renewal and improved living conditions in the long term [2]. Group 2: Local Policies - Eight provinces and cities released policies to stabilize the market, with a focus on housing security, including Suzhou's implementation of a plan for affordable rental housing and Shanghai's introduction of property tax exemption details for eligible first-time homebuyers [3][4]. - Silver City has fully lifted urban residency restrictions, allowing various groups to apply for household registration, which is expected to attract more residents [4]. - Fuzhou has made significant changes to its housing fund withdrawal policy, extending the withdrawal period from one year to three years, which will ease the financial burden on homebuyers [4][8]. Group 3: Policy Trends - The frequency of local market stabilization policies remains low, with a notable increase in subsidy and tax incentive policies, indicating a shift in focus towards supporting homebuyers [11][12]. - The recent month has seen a rise in the issuance of policies related to housing security, with a total of four new policies introduced, while subsidy and tax incentive policies have also gained traction [8][11].

Core Viewpoint - Local governments have significantly increased the frequency of policies aimed at stabilizing the real estate market, with 18 announcements made in the past week, marking a shift to a "high-frequency output" mode for market stabilization since July 2025 [1][2][12]. Policy Trends - The frequency of local "stabilization" policy announcements has remained at 18 for the past week, consistent with the previous week. This marks a notable increase since the central urban work conference in mid-July 2025, indicating a proactive approach to stabilize the market [2][3]. - The most frequently mentioned policy type is the optimization of housing provident fund policies, with 7 mentions in week 32, accounting for over one-third of all stabilization policies [3][6]. Recent Developments - Beijing has introduced multiple supportive measures, including the unbinding of purchase restrictions outside the Fifth Ring Road, an increase in loan limits, and a reduction in down payment ratios for provident fund loans [12][13]. - The focus on "good housing" has increased, with 5 mentions in the past week, as cities like Fujian and Chengdu have issued new regulations to enhance housing quality [3][14]. Housing Quality and Urban Development - Recent policies emphasize high-quality urban development, with cities implementing measures to improve housing quality and meet new housing demands. This includes the introduction of guidelines for high-quality housing design in Fujian [14]. - The housing security measures have been expanded in cities like Chengdu and Xi'an, addressing the needs of specific groups and enhancing the overall housing market [14]. Summary of Local Policies - In the past week, 17 provinces and cities have issued 18 stabilization policies, with significant changes in Beijing's housing policies expected to benefit a large portion of new housing supply [12][13]. - Other cities have also optimized their provident fund policies, allowing for greater flexibility in loan terms and usage [13].

中国证监会主席吴清在发布会上表示，将进一步出台深化科创板、创业板改革措施，在市场层次、投资者保护等增强制度包容性、适应性，并将发布《推动 公募基金高质量发展行动方案》。 此次新闻发布会，备受市场期待。不少投资者还清楚记得去年A股的"924行情"。2024年9月24日国新办发布会上，中国人民银行、国家金融监督管理总局、 中国证监会宣布出台降准降息、下调存量房贷利率，创设证券、基金、保险公司互换便利，创设股票回购、增持再贷款等一系列重磅政策。 市场为之大振。当日A股全线爆发，全市场超5100只个股上涨。沪指飙涨4.15%，深指涨大涨4.36%，创业板指大涨5.54%。 又一波稳市场稳预期政策出台，受此影响，5月7日早盘，A股全线大幅高开，沪指涨1.17％，深指涨1.35％，创业板涨1.91％。 5月7日，A股早盘全线高开 当日上午9时，国务院新闻办公室举行新闻发布会。中国人民银行、国家金融监督管理总局、中国证券监督管理委员会负责人介绍"一揽子金融政策支持稳市 场稳预期"有关情况，并答记者问。 中国人民银行行长潘功胜在发布会上宣布，降准0.5个百分点，向市场提供长期流动性约1万亿元，并降低政策利率0.1个百分点。同 ...