1. It is emphasized that epidemic prevention must take into account the impact on the economy.

It was mentioned that based on the new characteristics of virus mutation and spread, we should coordinate epidemic prevention and control and economic and social development, adhere to dynamic clearing, and minimize the impact of the epidemic on economic and social development.

2. Emphasize that economic goals remain unwavering.

The meeting mentioned "solidly stabilizing the economy, striving to achieve the expected goals of economic and social development throughout the year, and keeping the economy operating within a reasonable range", "strive to expand domestic demand and play the key role of effective investment", and "comprehensively strengthen infrastructure construction."

These have a significant effect on guiding and stabilizing market expectations.

3. There will be new policy tools to stabilize growth in the future.

In addition to mentioning "accelerating the implementation of determined policies...making good use of various monetary policy tools", it also mentioned "hurrying up planning of incremental policy tools, increasing discretionary control efforts, and grasping the advance and redundancy of goal-oriented policies."

Spend".

Regarding "grasping the lead time and redundancy of policies under goal orientation", we believe that if "goal orientation" is a strong constraint and the existing policies are not strong enough, then the key word in this sentence is "advance time" rather than

"Redundancy" should be viewed positively.

4. Real estate margins will be further relaxed.

It continues to mention "housing is for living, not for speculation", but it also mentions "supporting various localities to improve real estate policies based on local realities", supporting rigid and improved housing needs, and optimizing the supervision of pre-sale funds for commercial housing, which is equivalent to support for the loosening of local policies in the past.

, it is expected that more and more cities will follow suit and relax.

5. Have a more positive attitude towards the Internet platform economy.

The expression of the platform economy is to "promote the healthy development of the platform economy, complete special rectifications of the platform economy, implement normalized supervision, and introduce specific measures to support the standardized development of the platform economy."

Risk warning: This opinion is for communication only and does not constitute a recommendation for specific fund products. It does not constitute a recommendation for investors to change their investment decisions. It has no legal effect. Market views and investment strategies are only based on current environmental factors and will change with the current environment.

Market changes are dynamically adjusted. Any quotation, reproduction, deletion, or tampering is not allowed without permission. Hengyue Fund reserves the right of final interpretation.

Investors purchasing a fund should carefully read the fund contract, prospectus and other legal documents of the fund. The fund manager promises to manage and use the fund assets in accordance with the principles of good faith, diligence and responsibility, but does not guarantee that the fund will be profitable, nor does it guarantee a minimum return.

Funds have risks, so investment needs to be done with caution.