Under the background of globalization, the global capital markets are closely linked, and the virtual economy drives the development of the real economy. In this process, we should clearly understand the situation and pay attention to the following issues:

First, comprehensively and accurately grasp the current economic situation.

At present, the domestic and international environment is still extremely complicated, and there are still many unstable and uncertain factors. From an international perspective, the economies of major economies have resumed growth, but the unemployment rate is still at a high level, the fiscal deficits of some countries are high, and the hidden dangers of sovereign debt crisis in some countries have not been eliminated; The exchange rate fluctuations of major currencies have intensified, and the prices of bulk commodities such as grain and oil in the international market have been rising; Inflationary pressure is spreading from emerging economies to developed economies. The world economy has not yet embarked on the track of normal growth.

Second, do everything possible to keep the overall price level basically stable.

This is the primary and most urgent task of macro-control this year. Since last year, the pressure of inflation expectation in China has been increasing, especially after the fourth quarter, prices have risen rapidly, which has become the most prominent contradiction in economic operation. The central government has always attached great importance to inflation. As early as the fourth quarter of 2009, we proposed that correctly handling the relationship between maintaining stable and rapid economic development, adjusting economic structure and managing inflation expectations is the core of macroeconomic regulation and control. Last year, we adopted a series of targeted policies and measures in time to control the annual increase in consumer prices at 3.3%. On the basis of rapid economic growth, it is not easy to keep the overall price level basically stable. Judging from the situation in the first quarter, the pressure of rising prices is still relatively large.

The reasons for this round of price increase are complicated, and many factors that promote price increase are still intensifying. We must not take it lightly. First, the imported inflationary pressure is still increasing. Affected by abundant global liquidity, the weakening of the US dollar, the turmoil in West Asia and North Africa, and the earthquake disaster in Japan, international commodity prices have continued to rise. At present, the international commodity futures price index has exceeded the level before the international financial crisis. Crude oil futures prices climbed to the highest point in two and a half years. Especially in the context of loose global liquidity and active speculation, the financialization characteristics of bulk commodities are enhanced, and the prices are not completely determined by the relationship between supply and demand. Affected by the sharp rise in international commodity prices, the prices of energy and raw materials in China are rising, and the pressure of transmission to the downstream is increasing. Second, the upward pressure on structural prices such as food and housing is still relatively high. Third, the increase in factor costs has increased. The continuous increase of labor wages and interest rates this year has increased the cost of enterprises, and the impact on the overall price level cannot be underestimated.

At present, China's overall price level is still in a controllable range. Since the beginning of this year, the price increase has been influenced more by the hikes than by the new price increase factors, which are mainly food and housing prices, and are generally structural increases. China's grain production has increased for seven consecutive years, and its stock is abundant. At present, wheat seedlings are growing well, and summer grain is expected to get a bumper harvest. The overall supply of major industrial products exceeds demand, and the import growth rate is relatively fast. There are many advantages in stabilizing prices. We should strengthen our confidence in doing a good job in price work.

Third, consolidate and expand the effectiveness of real estate market regulation.

At present, all walks of life are very concerned about the trend of real estate prices. This is a major issue involving the vital interests of the people, healthy economic development and social harmony and stability. The central government's goal of strengthening real estate regulation and control is clear and its determination is firm. It should be noted that with the deepening of real estate regulation and control policies, the contradiction between supply and demand in the market has eased, unreasonable demand has been restrained to some extent, and the market has shown some signs of cooling down. This shows that the central government's policy on real estate regulation is correct. It should also be noted that the current market is still at a stalemate stage, and there is still a big gap between the price of ordinary commodity housing and the regulatory targets and the expectations of the masses. In particular, the situation that housing prices in some cities are too high and rising too fast has not fundamentally changed. In some places, the measures to implement the central control policies are not strong enough, and the overall control effect needs to be consolidated and strengthened.

The regulation of the real estate market should not only curb unreasonable demand, but also strive to increase market supply. On the one hand, we must earnestly do a good job in the construction of affordable housing. This year, the country will start to build 65.438+000 million sets of affordable housing, and the central government will spend 654.38+003 billion yuan for this purpose, but it is not enough to rely solely on the central government. Governments at all levels should earnestly shoulder their responsibilities, raise funds through multiple channels, effectively increase investment, and give priority to ensuring land supply. It is necessary to establish a management system for the construction, distribution, operation and withdrawal of affordable housing, avoid rent-seeking and black-box operation, and promote the long-term healthy operation of this system. On the other hand, efforts should be made to increase the supply of ordinary commodity housing, speed up the supply of land for ordinary commodity housing, urge developers to ensure the progress of housing construction in strict accordance with state regulations, launch all houses on schedule and clearly price them for sale, and severely investigate and punish those who violate the rules. The goal of real estate market regulation is to keep the total market supply and demand basically balanced, the structure and price basically reasonable, and always strictly control the demand for speculative investment housing. It is necessary to achieve a reasonable connection between long-term goals and short-term goals, taking into account both affordable housing and commercial housing, and avoiding paying attention to one thing and losing another.

The key to real estate regulation is implementation. At present, the market is waiting to see. If the policy can't really be implemented and become a mere formality, it will be difficult to reasonably guide the market expectations, it will be difficult to guide the developers to set reasonable prices, and it will be difficult for ordinary people to establish confidence. Our supervision will not meet the requirements, and eventually, the government will lose the trust of the people. Governments at all levels should faithfully implement the policies determined by the central authorities, strengthen their responsibilities, and ensure that the control measures are implemented and achieved practical results. It is necessary to decompose and implement the construction tasks of affordable housing and the arrangements for the start and completion of the project, so as to facilitate the supervision of the masses. Relevant departments should effectively strengthen supervision. We must adhere to the direction of regulation and control and not relax the intensity of regulation and control.

Four. Promote the steady and healthy development of foreign trade

Since the beginning of this year, import and export trade has maintained a rapid growth momentum, indicating that China's foreign trade has overcome the adverse effects of the international financial crisis and entered a normal development track. An important feature of foreign trade in the first quarter was that imports grew faster than exports, with a deficit of $6543.8+$200 million. The reason for this situation is that the import price of bulk commodities has soared, resulting in a substantial increase in imports. Of course, the decline in surplus caused by this deterioration in terms of trade is not what we hope.

Judging from the current situation, with the sustained recovery of the world economy, the overall external market tends to improve, and corporate orders have increased. However, the import and export situation is still complicated, and there are still many uncertain factors affecting export growth. In particular, the continuous sharp rise in raw material prices and labor wages will crowd out the profits of foreign trade enterprises to varying degrees, and small and medium-sized enterprises will face greater cost pressure.

In the case of a balanced import and export, our work should focus on maintaining the steady growth of foreign trade and optimizing the import and export structure. On the one hand, it is necessary to maintain the basic stability of foreign trade policies, continue to make good use of effective policies such as export credit insurance, export tax rebate and export credit, give full play to the driving role of "bringing in" and "going out" in expanding exports, pay special attention to improving the financing conditions of small and medium-sized foreign trade enterprises, and create a good environment for the stable development of foreign trade. On the other hand, it is necessary to accelerate the transformation of foreign trade development mode, adhere to science and technology to promote trade, win quality and diversify the market, actively promote the transformation and upgrading of processing trade, encourage enterprises to develop R&D design, independent brands and overseas marketing channels, strive for new advantages in participating in international competition and cooperation, and comprehensively improve the quality and efficiency of foreign trade. "Going out" is a long-term strategy, and we should continue to actively promote it, while paying attention to preventing risks and improving efficiency.

Verb (abbreviation of verb) actively promotes the transformation of economic development mode

The Twelfth Five-Year Plan period is a crucial period for China to accelerate the transformation of economic development mode. This year is the first year. In accordance with the central government's decision-making arrangements, we should conscientiously do some important things that lay the foundation and benefit the long-term. First, we must pay close attention to energy conservation and emission reduction. The "Twelfth Five-Year Plan" has clear objectives, and the objectives and tasks should be broken down. The shortage of energy resources in China is a long-term challenge. It is necessary to fight a tough battle and a protracted war. At present, there are repeated signs of energy conservation and emission reduction, which must not be ignored and allowed to drift. Relevant localities and departments should attach great importance to it and adopt more effective policies and measures to solve it as soon as possible. Second, we must accelerate structural adjustment and industrial transformation and upgrading. This is the strategic focus of improving the quality, efficiency and international competitiveness of economic growth. It is necessary to strengthen the technological transformation of enterprises, accelerate the elimination of backward production capacity, promote mergers and acquisitions of enterprises, improve industrial concentration, and comprehensively improve the level and competitiveness of manufacturing. Pay close attention to the formulation of standards, refine specific support policies, and accelerate the cultivation and development of strategic emerging industries. Effectively improve policies and measures, promote the great development of the service industry, and further improve the proportion and level of the service industry. Third, we must promptly establish a long-term mechanism to expand consumption. With the expiration of some policies to stimulate consumption, the nominal and real consumption growth rate slowed down in the first quarter of this year, but it still maintained a high growth rate. The key is to establish a long-term mechanism to expand consumption, deepen the reform of income distribution system and fiscal and taxation system, improve the social security system, ensure the improvement of people's livelihood, improve the consumption environment, and fundamentally enhance residents' consumption ability and willingness. Fourth, we should correctly handle the relationship between domestic demand and external demand. Adhere to the strategic policy of expanding domestic demand, strive to expand new space for domestic demand growth, cultivate new impetus for domestic demand growth (3 10328, Fund Bar), and promote the balanced development of China's economy. We will continue to make good use of China's comparative advantages in international trade, accelerate our own development through the international market, promote domestic technological progress, enhance the competitiveness of industries and products, and narrow the gap with developed economies.