两会明确经济增长目标，消费提振位列十大主要任务之首

请阅读最后评级说明和重要声明 -15%-10%-5%0%5%10%15%20%25%000300.SH投资要点 ➢ ➢ ➢ ➢ ➢ ➢ ➢ ➢ 2 一、宏观层面 ............................................................................................................................... 3 1.经济目标稳中求进、以进促稳 ..................................................................................................................... 3 2.货币政策适度宽松 ....................................................................................................................................... 5 3.财政政策更加积极 ....................................................................................................................................... 6 4.房地产以稳为主 ........................................................................................................................................... 7 5.资本市场加快改革 ....................................................................................................................................... 8 二、产业层面 ............................................................................................................................... 8 1.消费提振位列十大主要任务之首 ................................................................................................................. 8 2.因地制宜发展新质生产力 ............................................................................................................................ 9 .................................................................................................... 6 ................................................................................................................ 10 ............................................................................................................... 10 ................................................................................................................ 11 ............................................................................................... 3 .................................................................................................... 3 ........................................................................................................... 4 ........................................................................................................... 5 ........................................................................................................... 7 ....................................................................................................... 7 .................................................................................................... 8 .................................................................................... 9 ................................................................................................................................ 11 3 4 5 6 4.065.663.94.411.300.5024681012142024年2025年财政赤字规模地方政府专项债超长期特别国债特别国债 7 8 9 10 ⚫ ⚫ 11 ⚫ 12 ⚫ 13