5月7日，国新办举行新闻发布会，介绍"一揽子金融政策支持稳市场稳预期"有关情况。会上，除降准、 降息等货币政策大动作，金融监管总局针对稳楼市、稳股市、健全科技金融体制等问题推出的8项增量 政策也引发社会各界的广泛关注。 增量政策包括：加快出台与房地产发展新模式相适配的系列融资制度；进一步扩大保险资金长期投资试 点范围；进一步调降保险公司股票投资风险因子；尽快推出支持小微企业、民营企业融资一揽子政策； 制定实施银行业保险业护航外贸发展系列政策措施；修订出台并购贷款管理办法；发起设立金融资产投 资公司的主体扩展至符合条件的全国性商业银行，加大对科创企业的投资力度；制定科技保险高质量发 展意见。 什么是"房地产发展新模式"？增量保险资金将如何影响、牵动A股市场？金融资产投资公司如何助力科 创企业发展？带着这些问题，5月8日，搜狐财经特别连线了招联首席研究员董希淼，就百姓关心的政策 问题进行了详细解读。 董希淼表示，此次出台的一揽子金融政策，可以看作去年924政策的2.0版本。对于此次政策推出的背 景，董希淼认为，当前，国际市场不确定性加大，全球经济增长前景并不乐观。在促内需、抗外部冲击 的背景下，亟需新的政策措施出 ...

"稳住楼市、股市对提振社会预期、畅通内需循环具有重要意义。"在5月7日举行的国务院新闻办新闻发 布会上，国家金融监管总局局长李云泽表示，4月25日中央政治局会议再次对稳定楼市和股市提出了明 确要求。金融监管总局坚决贯彻落实党中央、国务院部署要求，协同打好"组合拳"，积极做好相关工 作。对"助小微""保外贸""科技金融"等方面也均进一步健全制度及加大支持力度。 稳楼市："白名单"贷款增至6.7万亿元 谈及"稳楼市"方面，李云泽透露，将扎实推动城市房地产融资协调机制扩围增效，支持打赢保交房攻坚 战。他表示，目前，商业银行审批通过的"白名单"贷款增至6.7万亿元，支持了1600多万套住宅的建设 和交付，有力保障了广大购房人的合法权益，为房地产市场止跌回稳提供了重要支撑。 与此同时，房地产市场的积极变化在信贷数据上也有所体现。据李云泽透露，今年一季度，房地产贷款 余额增加7500多亿元，其中新增个人住房贷款创2022年以来单季最大增幅，住房租赁贷款同比增长 28%。最近一些来华的头部国际投资机构也认为中国房地产市场的投资价值正在逐步显现。 "下一步，我们将加快完善与房地产发展新模式相适配的系列融资制度，包括房地产开发 ...

新办新闻发布会火线解读：稳市场 稳预期 20250507 摘要 • 央行货币政策从关注金融风险转向全面稳增长、稳就业，标志着实质性宽 松阶段的到来，预计三季度仍有降准降息空间，并可能重启抵押补充贷款 （PSL）等政策工具。 • 5 月 7 日会议是对前期宏观政策框架的落实，并非新的重大拐点，市场关 注中美贸易谈判及增量财政政策变化。货币宽松先行成为定价逻辑核心， 未来预计有进一步宽松举措以确保经济稳定增长。 • 降准 50 个基点提供约 1 万亿长期流动性，节约银行成本约 200 亿；降息 10 个基点带动 LPR 下降，结构性货币政策调整亦节省金融市场资金，公 积金贷款利率下降节省居民利息支出。 • 结构性货币政策包括增加科技创新和技术改造再贷款额度至 8,000 亿，提 供服务消费和养老贷款 5,000 亿，增加支农支小再贷款额度 3,000 亿，以 及优化支持资本市场货币政策工具。 • 未来政策发力重点包括支持外贸企业、资本市场发展、稳定房地产市场、 支持科技领域，以及实施性宽松货币政策，年内降准降息仍有空间。政策 性金融工具方面，预计央行可能重启 PSL。 Q&A 近期央行出台了一系列政策，请详细介绍 ...

四是科创资源聚集，多项指标"领跑"。天津经开区全社会R&D投入持续保持全市首位；技术市场活跃 度显著提升，一季度技术合同交易额突破40亿元，同比增长10%，持续领跑全市；创新人才引育成效显 著，5人入选滨海新区第四批杰出人才培养计划，入选人数居新区首位。 天津经开区相关负责人表示，一季度亮眼成绩是新起点，天津经开区将乘势而上，持续深化科技创新工 作，在未来产业发展、科技金融、创新平台建设等多个方面持续发力，不断激发创新活力。 二是完善科技金融，赋能创新"续航"。天津经开区天使投资基金正式发布，基金总规模5亿元，投资领 域重点聚焦人工智能生成技术等未来技术产业化新赛道，及经开区"4+1"优势产业未来化新方向。通过 投早、投小、投硬科技，为"含金""含绿"又"含新"的初创科技型企业注入资金活力，助力企业加速迈 过"最先一公里"。 三是推进平台搭建，汇聚科创"动能"。一季度天津经开区共有12家市级企业重点实验室获批，数量位列 全市第一。市级以上企业技术中心数量首次突破百个，区域企业的创新实力迈上新台阶。同时，天津科 技大学生物源纤维制造技术全国重点实验室成功获批，为区域产学研深度融合提供强大的支撑，有力推 动科技成 ...

根据《行动方案》，湖北将加快投资扩量提质，打造高标准供给体系，实施万企万亿"智改数转"工程， 统筹政府投资民间投资双轮驱动，分类探索政府和社会资本合作新机制，推动国有资本重点聚焦战略必 争、民生必保领域，引导和撬动更多社会投资，推出鼓励民间投资项目清单，力争2027年民间投资占比 达到60%左右。 今年以来，湖北全省商务系统积极扩内需、促消费，一季度全省社零额增长7.3%，增速全国第2，中部 第1。湖北启动手机、平板、智能手表手环购新补贴，消费品以旧换新带动汽车、家电等消费超370亿 元，举办湖北新春消费季、第五届"中华美食荟"暨湖北服务消费季等1200多场促消费活动，全省线上零 售和餐饮零售额分别增长11.1%和10.6%，线上网络零售额增长24.3%。 据了解，截至2025年3月底，湖北14户省属企业资产总额突破3万亿元，同比增长20.8%；一季度实现营 业总收入1444.1亿元，同比增长27.8%；实现利润总额32.9亿元，同比增长99.4%；完成投资752.59亿 元，同比增长25.67%。 加快消费提质扩容、满足高品质消费需求，是湖北省实施能级跨越战略、整体提升支点战略支撑力的重 大举措。《行动方案 ...

Core Viewpoint - Hubei aims to enhance its economic capacity and strategic support, targeting a GDP of over 7 trillion yuan by 2027 and approximately 9 trillion yuan by 2030, through a comprehensive action plan focusing on six key areas of development [1][2]. Group 1: Economic Development - Hubei's GDP has successfully crossed significant thresholds of 4 trillion, 5 trillion, and 6 trillion yuan, achieving its "14th Five-Year Plan" goals ahead of schedule [2]. - The province's contribution to the economic growth of Central China has consistently remained above 25%, highlighting its pivotal role in regional development [2]. Group 2: Key Development Strategies - The action plan outlines six key strategies to accelerate economic capacity: 1. Accelerate investment expansion and quality improvement, aiming for private investment to reach around 60% by 2027 [3]. 2. Accelerate consumption expansion to meet high-quality demand, supporting the development of new consumer products and upgrading large wholesale markets [3]. 3. Accelerate the cultivation of market entities, targeting 3.2 million enterprises by 2027 and 4 million by 2030 [3]. 4. Accelerate financial innovation to establish a high-level financial center, focusing on technology finance and rural financial reforms [4][6]. 5. Accelerate quality enhancement to build high-value brands and advance manufacturing clusters [4]. 6. Accelerate supply chain efficiency, aiming to establish an international resource allocation center by 2030 [5]. Group 3: Financial Tools and Support - The financial sector will play a crucial role in supporting economic growth through various tools, including investment, loans, insurance, and guarantees [6][7]. - Initiatives include establishing a "venture capital + industrial investment" fund system, promoting credit loans for technology enterprises, and enhancing the service system for companies seeking to go public [7].

Economic Goals - The action plan aims for Hubei Province's total economic output to exceed 7 trillion yuan by 2027 and reach approximately 9 trillion yuan by 2030 [1] Key Work Areas - Accelerate investment expansion and quality improvement, implementing the "Ten Thousand Enterprises, Ten Trillion" smart transformation project, and promoting new infrastructure development [1] - Encourage private investment to reach around 60% by 2027 through a list of projects [1] - Enhance service supply quality in sectors like elderly care, education, healthcare, and tourism to stimulate consumption [1] Enterprise Development - Aim to add approximately 100,000 new entrepreneurial entities returning to Hubei each year and 400,000 college graduates to stay and work in the province [2] - Support the growth of high-quality enterprises through a structured nurturing path from small tech firms to national-level specialized enterprises [2] - Target a total of around 3.2 million enterprises by 2027 and 4 million by 2030 [2] Financial and Technological Innovation - Establish Hubei as a central hub for technology finance, enhancing credit loan reforms for tech firms and developing various investment funds [2] - Explore carbon financial services and aim to create a national carbon finance center [2] Supply Chain Development - Strengthen supply chain efficiency and coverage, aiming for comprehensive supply chain platform integration by 2030 [3] - Develop functional supply chain platforms in logistics, finance, technology innovation, and international trade [3] - Position Hubei as a key resource allocation center for international supply chains by 2030 [3]

Group 1: Economic Recovery and Policy Measures - The Central Political Bureau meeting emphasized a "Four Stabilization" policy framework to consolidate economic recovery, balancing short-term relief and long-term transformation [1] - In Q1, GDP grew by 5.4% year-on-year, and industrial value-added increased by 6.5%, but structural issues like insufficient demand and risk remain [1] - Policies targeting employment and consumption are prioritized, with measures to increase income for low- and middle-income groups and promote service consumption [1] Group 2: Employment and Consumption Initiatives - The youth unemployment rate stands at 14.9%, prompting initiatives like service consumption vouchers in cities like Beijing and Shanghai, which have shown early success [1] - Suzhou's issuance of elderly care consumption vouchers led to the creation of 120,000 new elderly care jobs and an 18% quarter-on-quarter growth in the elderly consumption market by Q4 2024 [1] Group 3: Trade and Innovation Support - To address challenges in foreign trade and technology, policies include a 13% increase in export tax rebates and a 200 billion yuan foreign trade transformation fund, potentially reducing costs for affected companies by 8-12% [2] - The establishment of a "Technology Board" bond market has resulted in a 37% increase in technology projects in AI and quantum computing [2] Group 4: Market Efficiency and Real Estate - A focus on creating a unified national market led to the clearance of 32,000 hidden barriers, improving complaint handling efficiency for private enterprises by 40% [3] - The inventory of new homes in 100 cities is expected to decrease by 11% year-on-year by January 2025, with a 25% increase in market transactions due to relaxed purchase restrictions in first-tier cities [3] Group 5: Monetary Policy and Risk Management - The meeting signaled potential interest rate cuts, with an expected liquidity release of 1.5 trillion yuan for the year [4] - Actual foreign investment usage grew by 4.3% year-on-year in Q1, with high-tech industries accounting for 38% of total foreign investment [4] Group 6: Global Economic Contribution and Resilience - Despite challenges like the US Federal Reserve's interest rate hikes, China's contribution to global economic growth remains around 30%, projected to reach 32% by 2025 [6] - The market size of the low-altitude economy reached 505.95 billion yuan in 2023, with expectations to exceed 3.5 trillion yuan by 2035 [6] Group 7: Expert Recommendations - Experts suggest a "chain-long system" strategy in the new energy vehicle sector to create ten trillion-level industrial clusters, potentially generating 5 million jobs [5] - A proposed "three pillars of consumption" model could release 1.8 trillion yuan in consumption potential by 2025 if household leverage increases by 2 percentage points [5]