【券商聚焦】中信证券对中央经济工作会议前瞻:政策定调预计更加积极

金吾财讯
Dec 02, 2025

金吾财讯 | 中信证券表示,12月中上旬即将召开中央政治局会议和中央经济工作会议,部署2026年经济工作。该机构综合研判,2025年中央经济工作会议大概率在“稳中求进”总基调下,从消费扩张、科技创新、财政货币协调、房地产风险化解等方面形成系统部署。短期稳增长、稳预期是核心任务,中期推动产业与投资结构优化,长期着力构建新质生产力和新发展模式。2026年作为“十五五”起步之年,预计将在更积极的宏观政策组合和更前瞻性的结构改革推动下实现经济的稳健开局,为迈向2035年现代化远景奠定坚实基础。

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