According to Xinhua News Agency, the Political Bureau of the CPC Central Committee held a meeting on April 29 to analyze and study the current economic situation and economic work, and to review the "National Talent Development Plan during the 14th Five-Year Plan".
Experts said that it is worth looking forward to stabilizing the macroeconomic market and achieving the expected development goals for the year by strengthening the orientation of development goals, increasing policy adjustment, and effectively controlling key risks.
For the hot topics of real estate market, capital market, platform economic development and other market concerns, the meeting released clear policy signals, which effectively boosted market confidence.
solidly stabilize the economy
The meeting called for intensifying the adjustment of macro policies, solidly stabilizing the economy, striving to achieve the expected goals of economic and social development throughout the year, and keeping the economy operating within a reasonable range.
"This meeting will help strengthen consensus, gather strength, and focus on stabilizing economic operations." Lian Ping, chief economist and dean of the research institute of Zhixin Investment, said that under the current situation, the meeting will be the final word. Effect.
Regarding how to increase the adjustment of macro policies, the meeting pointed out that it is necessary to speed up the implementation of the established policies, implement policies such as tax rebates, tax reductions and fee reductions, and make good use of various monetary policy tools.
It is necessary to quickly plan incremental policy tools, increase the intensity of camera control, and grasp the advance and redundancy of policy-oriented policies.
"Under the background of increasing risks and challenges and the expected development goals remain unchanged, it is necessary to further strengthen macro-control, speed up the pace, and enrich the means." In the view of Huang Wentao, chief economist of CITIC Construction Investment Securities, the established leniency Economic and financial policy measures such as credit, expanding investment, promoting consumption, and stabilizing foreign trade are expected to be implemented at a faster pace, and the use of more reserve policy tools is worth looking forward to.
Make every effort to expand domestic demand
Focusing on intensifying the adjustment of macro policies, the meeting made a series of important arrangements in terms of fully expanding domestic demand, stabilizing market players, effectively guaranteeing and improving people's livelihood, and adhering to a national game of chess.
Expanding domestic demand is not only a long-term strategy, but also the key now.
Comprehensively strengthening infrastructure and expanding effective investment has become a very clear direction.
Wang Qing, chief macro analyst of Oriental Jincheng, predicts that the growth rate of infrastructure investment in the second quarter may reach about 10%.
"It is expected that the top-down policy changes will promote smoother infrastructure construction and financing, and the growth rate of infrastructure investment throughout the year is expected to reach a new level," said a report released by CITIC Securities a few days ago.
With the increasing signs of decline in overseas demand, it has become the consensus of all parties to promote the recovery of consumption and promote the expansion of domestic demand.
Zheng Houcheng, director of the British University Securities Research Institute, said that under the current situation, it is even more necessary to boost consumption and give full play to its role as an economic "ballast stone".
The meeting proposed that it is necessary to adhere to the expansion of high-level opening up, actively respond to the appeals of foreign-funded enterprises to facilitate business in China, and stabilize the fundamentals of foreign trade and foreign investment.
"The Ministry of Commerce will continue to pay close attention to the changes in the situation, work with relevant departments to ensure that the policies that have been introduced to stabilize foreign trade will be effective, study effective and effective new policies, and strive to keep foreign trade operating within a reasonable range throughout the year." Yuan, Director of the Ministry of Commerce's Finance Department Xiaoming said a few days ago.
Promote the healthy development of the platform economy
In addition to making clear requirements for epidemic prevention and control and economic stabilization, the meeting emphasized the need to effectively manage and control key risks and keep the bottom line against systemic risks.
Regarding real estate, the meeting emphasized that it is necessary to adhere to the positioning that houses are for living, not for speculation, support localities to improve real estate policies based on local conditions, support rigid and improved housing needs, optimize the supervision of pre-sale funds for commercial housing, and promote the real estate market. stable and healthy development.
In Lian Ping's view, two "supports" and one "optimization" release clearer policy signals.
There has been some volatility in financial markets recently.
The meeting called for responding to market concerns in a timely manner, steadily advancing the reform of the stock issuance registration system, actively introducing long-term investors, and maintaining the stable operation of the capital market.
The China Securities Regulatory Commission and other departments recently issued a notice stating that the institutional mechanisms that are conducive to long-term institutional investors' participation in the capital market will be improved, and social security, pension, trust, insurance and wealth management institutions will be encouraged and supported to allocate more funds to equity assets.
Regarding the platform economy, the meeting pointed out that it is necessary to promote the healthy development of the platform economy, complete the special rectification of the platform economy, implement normalized supervision, and introduce specific measures to support the standardized and healthy development of the platform economy.
In the eyes of industry insiders, this will help stabilize the market's policy expectations for the development of the platform economy and even the private economy.
"The rectification work of large platform companies is expected to be completed as soon as possible. For the capital market, this important information is also expected to give domestic and foreign investors a 'reassurance'." said Wang Sheng, chief strategist at Shenwan Hongyuan Securities.