After the central deployment, Han Wenxiu, Zheng Shajie, Jin Zhuanglong, and Lan Foan spoke intensively and released important signals

Written by丨Gao Yuyang Sunset

On January 2, the first working day of the new year, Han Wenxiu, deputy director of the Central Finance Office in charge of daily work and director of the Central Agricultural Office, published an article in the People's Daily entitled "Consolidating and Strengthening the Positive Trend of Economic Recovery".

On December 11-12, 2023, the Central Economic Work Conference was held.

The meeting mentioned that "the promotion of Chinese-style modernization must be regarded as the biggest politics" and "focus on the central task of economic construction and the primary task of high-quality development".

Recently, Zheng Shajie, Secretary of the Party Group and Director of the National Development and Reform Commission, Jin Zhuanglong, Secretary of the Party Group and Minister of the Ministry of Industry and Information Technology, and Lan Foan, Secretary of the Party Group and Minister of the Ministry of Finance, have successively made special reports, focusing on economic work.

Four key points

First of all, Han Wenxiu made an analysis of the economic situation.

According to some agencies, the mainland economy is expected to grow by about 5.2% in 2023, he wrote.

In the longitudinal ratio, despite the influence of base factors, it is the basic trend that 2023 will rebound better than the previous year. Horizontally, many economies in the world have a sluggish recovery, high prices, high debts, and some countries and regions have social turmoil and even wars, while the mainland's economy has developed rapidly, employment prices are stable, the balance of payments is basically balanced, and the overall social situation is stable.

"It should also be noted that the mainland's economic development is not only facing various external unstable and uncertain factors, but also facing some difficulties and challenges, and there are blockages in the domestic circulation. ”

Han Wenxiu pointed out that the basic trend of the mainland's economic recovery and long-term improvement has not changed, and the factors and conditions supporting high-quality development continue to gather and increase, and the favorable conditions are stronger than the unfavorable factors.

Han Wenxiu has repeatedly interpreted the mainland's economic situation.

Previously, after the conclusion of the Central Economic Work Conference, on December 13, Han Wenxiu said at the 2023-2024 China Economic Annual Conference held by the China Center for International Economic Exchanges: "We would rather estimate the difficulties more fully, prepare the response measures more solidly, and face the difficulties and challenges, and see the many favorable conditions and important opportunities facing the mainland's economic development." ”

Second, Han Wenxiu said that "stability" should be taken as the overall situation and foundation, and what should be stable should be stabilized. It is necessary to come up with more policies that are conducive to stabilizing expectations, growth, and employment, and prudently introduce contractionary and inhibitory measures to create favorable conditions for the realization of "progress."

The Central Economic Work Conference pointed out that it is necessary to persist in seeking progress while maintaining stability, promoting stability through progress, and establishing first and then breaking down.

In this regard, Han Wenxiu said in the article that in order to enhance forward-looking, reform measures and macro policies should strive to stay ahead of market changes and risk exposure, and institutional mechanisms and policy measures that do not meet the requirements of the new era should be eliminated in a timely manner.

At the same time, it is necessary to work steadily and steadily, respect the law, grasp the timeliness and efficiency, and not deviate from reality and rush for success.

Third, Han Wenxiu said that the reasonable financing needs of real estate enterprises with different ownership systems will be met without discrimination.

At present, the mainland has repeatedly emphasized the need to accelerate the construction of a new model of real estate development.

Han Wenxiu wrote in the article that it is necessary to make efforts from both sides of supply and demand, continue to take effective measures to promote the steady and healthy development of the real estate market, meet the reasonable financing needs of real estate enterprises with different ownership systems without discrimination, promote the real estate market to reach a new equilibrium state, and accelerate the construction of a new model of real estate development.

In recent years, the CPC Central Committee has repeatedly proposed a "new model of real estate development".

In December 2021, the Central Economic Work Conference proposed for the first time to "explore a new development model" for the development of the real estate industry.

The Central Economic Work Conference held in December 2022 pointed out that it is necessary to adhere to the positioning that houses are for living, not for speculation, and promote the smooth transition of the real estate industry to a new development model.

At the end of October 2023, the Central Financial Work Conference was held in Beijing. The meeting clearly pointed out that it is necessary to build a new model of real estate development.

The Central Economic Work Conference held at the end of 2023 pointed out that it is necessary to improve the relevant basic systems and accelerate the construction of a new model of real estate development.

Fourth, in terms of doing a solid job in key economic work, Han Wenxiu wrote that it is necessary to stimulate potential consumption, expand profitable investment, and form a virtuous circle in which consumption and investment promote each other.

Specifically, there are 3 aspects:

excavate the potential demand for urban underground pipe network transformation, migrant workers' citizenization, education, medical care, pension and other aspects, cultivate and expand new consumption, and vigorously develop new consumption growth points;

It is necessary to improve technology, energy consumption, emissions and other standards as the traction, and promote large-scale equipment renewal and consumer goods trade-in;

It is necessary to give full play to the amplification effect of government investment, improve the investment and financing mechanism, and support social capital to participate in the construction of new infrastructure and other fields.

Four keywords

The 2023 Central Economic Work Conference mentioned that economic publicity and public opinion guidance should be strengthened, and China's economic brightness should be sung.

Zhengzhijun noticed that recently, many "top leaders" of the ministries and commissions of the State Council have also interpreted the current economic work from different aspects through the form of report meetings.

On December 19, 2023, the first report meeting of the series of reports on the economic situation of "comprehensively promoting Chinese-style modernization" was held, and Zheng Shajie, Secretary of the Party Leadership Group and Director of the National Development and Reform Commission, made a special report.

On December 27, 2023, the second report meeting of the series of reports on the economic situation of "comprehensively promoting Chinese-style modernization" was held, and Jin Zhuanglong, Secretary of the Party Leadership Group and Minister of the Ministry of Industry and Information Technology, made a special report.

On December 28, 2023, the third report meeting of the series of reports on the economic situation of "comprehensively promoting Chinese-style modernization" was held, and Lan Foan, Secretary of the Party Leadership Group and Minister of the Ministry of Finance, made a special report.

A few keywords are worth paying attention to.

First, faith.

The Central Economic Work Conference mentioned that the basic trend of economic rebound and long-term improvement has not changed, and it is necessary to enhance confidence and confidence.

In the article, Han Wenxiu listed the achievements made by the mainland in terms of modern industrial system, regional urban-rural development coordination, green and low-carbon transformation, high-level opening-up, and people's livelihood protection, and mentioned that "we must enhance the confidence and confidence to overcome difficulties and continue to move forward".

Zheng Shajie also mentioned in her report that "it is necessary to stabilize expectations, enhance confidence, and accurately grasp the general situation and development trend facing the mainland's economic development" and "we have the confidence, ability, conditions, and confidence to continuously promote the continuous improvement of the economic structure, the continuous enhancement of growth momentum, and the continuous improvement of the development trend."

Lan Foan mentioned that "we are fully confident, capable and qualified to complete the expected goals and tasks of economic and social development for the whole year" and "we must strengthen our confidence, lift our spirits, and conscientiously do a good job in all tasks next year (2024, editor's note)".

Second, work hard.

The Central Economic Work Conference mentioned that it is necessary to implement it to the letter to ensure that the final effect is in line with the decision-making intention of the Party Central Committee. It is necessary to vigorously and resolutely grasp the implementation, and make overall plans to grasp the timeliness. It is necessary to grasp implementation in a real and pragmatic manner, and resolutely rectify formalism and bureaucracy.

In terms of "grasping implementation", Zheng Shajie said that it is necessary to focus on the central work of economic construction and the primary task of high-quality development, and in accordance with the overall requirements, main goals and key tasks determined by the Central Economic Work Conference, we must be uncompromising, vigorous and resolute, realistic and pragmatic, and dare to do good to do a good job in implementation.

Jin Zhuanglong said that to promote new industrialization, we must work hard and work for a long time.

Third, new industrialization.

The 20th National Congress of the Communist Party of China proposed to basically achieve new industrialization by 2035.

When deploying the work in 2024, the Central Economic Work Conference specifically mentioned that it is necessary to vigorously promote new industrialization, develop the digital economy, and accelerate the development of artificial intelligence.

Jin Zhuanglong mentioned in his report that it is necessary to implement the high-quality development of key industrial chains in the manufacturing industry, enhance the ability of industrial scientific and technological innovation, accelerate the transformation and upgrading of traditional industries, consolidate and upgrade advantageous industries, cultivate and expand emerging industries, look forward to the layout of future industries, promote artificial intelligence to empower new industrialization, promote the green and low-carbon development of industry, and build world-class enterprises.

Fourth, fiscal policy.

Fiscal policy is also a very important part of economic work. Previously, the Central Economic Work Conference mentioned that the active fiscal policy should be moderately strengthened, and the quality and efficiency should be improved.

In the article, Han Wenxiu mentioned that it is necessary to arrange policy tools such as deficits, special bonds, budgetary investment, and transfer payments on a moderate scale, optimize the structure of fiscal expenditure, and effectively use precious financial funds on the "cutting edge".

In his report, Lan Foan mentioned that the active fiscal policy will be moderately strengthened, improve quality and efficiency, maintain appropriate expenditure intensity, improve policy accuracy and pertinence, and promote the legalization, scientificization, standardization and standardization of financial management.

He said that the financial sector will further strengthen policy support and financial guarantees, make overall plans to make good use of policy tools such as taxation, transfer payments, government investment, and financing guarantees, strengthen coordination and cooperation between fiscal and monetary, employment, industrial, regional, science and technology, environmental protection and other policies, and continue to promote the economy to achieve qualitative and effective improvement and reasonable quantitative growth.

Literature | CCTV, Xinhua News Agency, People's Daily, etc

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