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博时市场点评12月12日:两市放量上涨,成交突破2万亿
Xin Lang Cai Jing· 2025-12-12 08:29
中央经济工作会议12月10日至11日在北京举行。会议强调,做好明年经济工作,要更好统筹国内经济工 作和国际经贸斗争,更好统筹发展和安全,实施更加积极有为的宏观政策,增强政策前瞻性针对性协同 性,持续扩大内需、优化供给,做优增量、盘活存量,因地制宜发展新质生产力,纵深推进全国统一大 市场建设,持续防范化解重点领域风险,着力稳就业、稳企业、稳市场、稳预期,推动经济实现质的有 效提升和量的合理增长。 简评:本次中央经济工作会议为2026年经济工作定调"稳中求进、提质增效",政策组合拳力度显著。财 政货币政策协同发力,财政赤字与债务规模保持必要力度,货币政策强调降准降息工具运用与流动性充 裕。重点任务聚焦内需主导、创新驱动、改革攻坚等八大方向,尤其突出扩大消费、激活民间投资、发 展新质生产力、化解地产与地方债务风险,政策导向明确且具操作性,有望为"十五五"开局奠定坚实基 础,逐步提振市场信心。 世界银行发布最新一期中国经济简报,预计2025年中国经济增长率为4.9%,较此前预期上调0.4个百分 点。世行表示,中国政府更加积极的财政政策和适度宽松的货币政策支撑了国内消费和投资。同时,中 国出口市场更加多元化,为保持出口 ...
浙江:积极争取全国社会保障基金、保险资金以及各类国家级基金在浙江省落地或联合设立子基金
news flash· 2025-07-02 04:01
Core Viewpoint - The document outlines the implementation opinions of the Zhejiang Provincial Government Office on promoting the high-quality development of government investment funds, emphasizing the importance of developing patient capital and leveraging government investment funds as long-term and patient capital for cross-cycle and counter-cyclical adjustments [1] Group 1 - The government investment funds will play a crucial role in supporting long-term investments and ensuring continuity in investment for enterprises [1] - There is a focus on attracting national social security funds, insurance funds, and various national-level funds to establish or co-establish sub-funds in Zhejiang Province [1] - The policy allows for follow-up investments and reasonable extensions of the fund's duration in areas requiring long-term layout, ensuring the sustained development of invested enterprises [1]