金吾财讯 | 中金公司发研报指,中央经济工作会议12月10日至11日在北京举行。本次会议客观分析了中国经济面临的发展形势,不回避困难挑战,我们认为会议突出问题导向、目标非常清晰,直接回应了市场和社会对消费、投资、房地产、企业账款、市场竞争秩序等一系列热点问题的广泛关切。在政策工具的选择上,本次会议体现出更加注重质效的导向、工具的选择范围也更丰富。明年的政策取向是“稳中求进、提质增效”。其中“提质增效”是今年的新要求,或意味着明年宏观政策会更加注重落地的效果,而不是仅强调总量扩张。
金吾财讯 | 中金公司发研报指,中央经济工作会议12月10日至11日在北京举行。本次会议客观分析了中国经济面临的发展形势,不回避困难挑战,我们认为会议突出问题导向、目标非常清晰,直接回应了市场和社会对消费、投资、房地产、企业账款、市场竞争秩序等一系列热点问题的广泛关切。在政策工具的选择上,本次会议体现出更加注重质效的导向、工具的选择范围也更丰富。明年的政策取向是“稳中求进、提质增效”。其中“提质增效”是今年的新要求,或意味着明年宏观政策会更加注重落地的效果,而不是仅强调总量扩张。
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