金吾财讯 | 中国银河证券发布7月政治局会议前瞻，会议召开在即，上半年中国GDP同比增速达到5.3%，经济数据好于预期，该机构可以从两个层面去展望下半年经济工作重心:一方面，巩固经济发展良好局面，保持“更为积极的财政政策和适度宽松的货币政策”基调，加强政策储备，维护社会稳定大局;另一方面，解决过去一段时问经济运行中存在的突出问题，包括物价低位运行、投资增速持续下行、消费政策接续等。该机构在2025中期展望报告中明确提出，促进物价合理回升成为重中之重，中国正在等待一场“新供给侧改革”，新发展格局下的供给侧改革和扩大内需足术来市场关注的核心主线。
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