2. Emphasize unshakable economic goals. The meeting mentioned "steadfastly stabilizing the economy, striving to achieve the expected goal of economic and social development throughout the year, keeping the economy running in a reasonable range", "fully expanding domestic demand, giving play to the key role of effective investment" and "comprehensively strengthening infrastructure construction". These are expected to have a significant impact on guiding and stabilizing the market.
3. There will be new policy tools for steady growth in the future. In addition to "accelerating the implementation of established policies" ... making good use of various monetary policy tools ",it also mentions" planning incremental policy tools, strengthening camera control, and grasping the advancement and redundancy of policies under goal orientation ". Regarding "grasping the leadership and redundancy of policies under the goal orientation", we believe that if "goal orientation" is a strong constraint and the existing policies are not strong enough, then the key word of this sentence is "leadership" rather than "redundancy", which should be treated positively.
4. The real estate deposit is relaxed again. Continue to talk about "housing is not speculation", but also talk about "supporting local governments to improve real estate policies according to local conditions", supporting rigid and improved housing demand, and optimizing the supervision of pre-sale funds of commercial housing, which is equivalent to supporting the loosening of local policies in the past. It is expected that more and more cities will follow suit and relax in the future.
5. Positive attitude towards Internet platform economy. The expression of platform economy is "to promote the healthy development of platform economy, complete the special rectification of platform economy, implement normalized supervision, and introduce specific measures to support the standardized development of platform economy".
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This article comes from Heng Yue Fund Management Co., Ltd.