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请阅读最后评级说明和重要声明
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
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8 1
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2024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
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