非银行金融行业研究:内需为本 改革为楫:2025年中央经济工作会议精神与对金融行业影响解读

太平洋证券
Dec 12

事件:2025 年中央经济工作会议于12 月10 日至11 日在北京举行。会议在总结2025 年经济工作的基础上,对2026 年经济形势做出深刻判断,并系统部署下一阶段重点工作。本次会议的核心基调可概括为“苦练内功、挖掘潜能”,在坚持“稳中求进”总基调的同时,更加强调通过结构性政策与制度改革应对“供强需弱”矛盾,推动经济实现质的有效提升和量的合理增长。从“总量扩张”转向“质效提升”,注重跨周期调节...

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