需求侧政策储备

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后续可能还有哪些政策储备?【宏观视界第28期】
一瑜中的· 2025-08-27 13:58
Core Viewpoint - The article discusses potential demand-side policy reserves that may be implemented in the near future, focusing on both the restart or optimization of existing policies and new initiatives that are currently in progress [2][3]. Group 1: Infrastructure Investment - There will be an increase in infrastructure investment in the second half of the year, driven by the introduction of new policy financial tools and the commencement of major projects in water conservancy and railways [2]. - Significant projects from the "14th Five-Year Plan" will be expedited before the planning period ends [2]. Group 2: Consumer Sector Policies - The Ministry of Commerce has announced that new policies to expand service consumption will be introduced in September, which may include the relaxation of consumption restrictions such as vehicle purchase quotas [3]. - There is a focus on increasing income through various measures, including potential adjustments to minimum wage standards and new policies in elder care and employment [4]. Group 3: Policy Dimensions - The article categorizes potential policies into two dimensions: existing policy expansion/optimization and new policies that are in progress [5]. - Existing policies may include increasing revenue through profit remittances from state-owned enterprises and enhancing local fiscal capacity by adjusting consumption tax collection [5]. Group 4: Investment and Real Estate - Major engineering projects, such as the Yaxia Hydropower Project and the New Tibet Railway, are expected to be expedited [5]. - Policies aimed at reducing the financial burden on homebuyers, such as lowering transaction costs and down payment ratios, are also anticipated [5]. Group 5: Social Welfare and Employment - There is a potential increase in social welfare support related to childbirth, elderly care, and unemployment, alongside enhanced employment support measures [5]. - The article emphasizes the importance of improving minimum wage standards across provinces [5].