来源：上海证券报·中国证券网 上证报中国证券网讯（记者 徐蔚）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。 华源证券总经理助理、研究所所长刘晓宁接受上证报采访时表示，每年4月、7月和12月召开的政治局会 议聚焦经济工作，7月底政治局会议为下半年经济工作定调。下半年经济还有财政货币双宽松托底，强 调宏观政策持续发力适时加力。"我们预计2025年将顺利达成GDP增长5%左右的目标。经济稳健增长， 也为股市稳中向好发展提供了支撑。" 刘晓宁表示，2024年9月底以来，在一些增量政策推动之下，经济回暖，股市稳步上涨，为企业提供融 资支持的同时也有效激发了资本市场活力，提升了市场信心与风险偏好，推动资本市场朝着更为稳健、 高效的方向发展。本次政治局会议提出，"增强国内资本市场的吸引力和包容性，巩固资本市场回稳向 好势头。"再次让股市投资者吃了定心丸，有望进一步增强股市信心，推动股市稳中向好发展。 ...

Core Viewpoint - The Central Political Bureau of the Communist Party of China held a meeting on July 30 to analyze the current economic situation and plan for economic work in the second half of the year, emphasizing the importance of macroeconomic policies and the upcoming Fourth Plenary Session of the 20th Central Committee in October to outline the 15th Five-Year Plan [1] Economic Growth - China's GDP growth rate for the first half of the year was 5.3%, positioning it as a leader among major economies, with an expectation to achieve a GDP growth target of around 5% by 2025 [1] Capital Market - The meeting highlighted the need to enhance the attractiveness and inclusiveness of the domestic capital market, aiming to consolidate the positive momentum in the capital market, which is expected to boost investor confidence and support a stable upward trend in the stock market [1]