The economic operation in the opening season was generally stable and better than expected. How does the central government judge the economic situation? What important arrangements have been made to do a good job in the current economic work?
? Signal 1: You still need to stay awake after a better start than expected.
"Overall stability", "better than expected" and "good start" ... The meeting made a positive judgment on the economic operation in the first quarter. While fully affirming the achievements, the meeting stressed that it is necessary to clearly see that there are still many difficulties and problems in economic operation, the external economic environment is generally tightening, and there is downward pressure on the domestic economy, which is not only cyclical, but also structural and institutional. We must maintain our concentration, enhance our endurance and be brave enough to overcome difficulties.
According to the recently released data, China's economy grew by 6.4% year-on-year, the growth rate of industrial added value, consumption and investment accelerated compared with the previous two months, and employment and prices remained stable. What is particularly valuable is that market expectations are still improving and positive factors are gradually increasing.
Since last year, the external environment faced by China's economic operation is complex and severe, and the economy is facing downward pressure. Faced with many difficulties and challenges, the achievements in the first quarter of this year were hard-won.
"On the basis of implementing the' six stable' policy and increasing countercyclical adjustment, the state has intensively introduced a series of reform measures such as tax reduction and fee reduction, effectively offsetting the downward pressure on the economy." Li, an associate researcher in the Macroeconomic Research Department of the State Council Development Research Center, said that the smooth start of the economy in the first quarter has enhanced confidence in development and laid a good foundation for the trend throughout the year.
On the other hand, Li pointed out that from the outside, the world economy and international trade situation are worrying this year, and the risk of external imports has increased; Internally, the consumption vitality needs to be further stimulated, the structural contradiction of employment needs to be paid attention to, and the market expectation needs to be consolidated. "On the basis of eliminating short-term economic fluctuations, we will pay more attention to solving structural and institutional contradictions in economic development and promote industrial optimization and upgrading and the transformation of old and new kinetic energy." He said.
"The central government's judgment on the current economic situation and the arrangement of the next economic work are very sober, objective and rational. It has not ignored the risks facing the current economy and the existing structural and institutional problems because of better-than-expected stability, but has unswervingly promoted high-quality economic development. " Wang Jun, member of the Academic Committee of China International Economic Exchange Center and chief economist of Zhongyuan Bank, said.
? Signal 2: Striving for progress in stability and highlighting the main line.
The meeting stressed that to do a good job in economic work throughout the year, we should closely focus on implementing the spirit of the Central Economic Work Conference, strive for progress steadily, highlight the main line, keep the bottom line and grasp the degree.
"Through the timely and appropriate implementation of macro-policy countercyclical adjustment, the overall economic operation remained stable. However, the focus of economic work should still be on high-quality development, rather than aiming at restoring growth rate. " Wang Jun said.
To strive for progress in stability, we must consolidate the overall situation of economic and social stability with new progress in reform, opening up and structural adjustment; Highlight the main line, refine the implementation measures of the eight-character policy of "consolidating, strengthening, upgrading and smoothing", and pay attention to stabilizing demand by means of supply-side structural reform; To keep the bottom line, we must adhere to structural deleveraging, prevent and resolve risks in promoting high-quality development, and resolutely fight three tough battles; Grasping the degree, macro policies should be based on promoting high-quality development, paying more attention to quality improvement and stimulating market vitality. A proactive fiscal policy should be intensified to improve efficiency, and a prudent monetary policy should be moderate.
Li believes that with the overall tightening of the external economic environment and increasing uncertainty, it is especially necessary to grasp the rhythm of steady growth and structural adjustment, not only to do a good job of "six stabilities", but also to keep the bottom line of no systemic risks; We must also correctly guide and prevent the market from excessively easing expectations.
Wang Jun emphasized that macro-policies should obey the overall situation of high-quality development, combine supply-side structural reform with demand-side boost, continuously deepen supply-side structural reform, and continuously improve the efficiency of factor allocation.
? Signal 3: Focus on key points and do a good job in economic work.
Only by having a strong "grasping hand" can we help achieve our goals. The meeting made specific arrangements on promoting the high-quality development of manufacturing industry, effectively supporting the development of private economy and small and medium-sized enterprises, insisting on the positioning that houses are used for living, not for speculation, promoting the healthy development of capital market with key institutional innovation, promoting deep-level reform with high-level opening, and doing a good job in the employment of key groups, which pointed out the direction for the next economic work.
Zhang Zhanbin, dean of the School of Marxism of the Central Party School (National School of Administration), said that the meeting focused on the key problems existing in China's current economic development and had strong practical pertinence. Solving these problems will help stabilize the overall situation of economic development and promote high-quality development.
The meeting emphasized that promoting the high-quality development of manufacturing industry is an important support for steady growth, guiding traditional industries to accelerate transformation and upgrading, and emerging industries to become stronger and bigger.
The central economic work conference held at the end of last year took promoting the high-quality development of manufacturing industry as the first of its key tasks. "Developing high-quality manufacturing industry is of great significance to improving China's economic quality and international competitiveness, and is also conducive to cultivating a strong domestic market and stabilizing employment." Wang Jun said.
In order to effectively support the development of the private economy and small and medium-sized enterprises, the meeting proposed to speed up the structural reform of the financial supply side, focus on solving the problems of difficult and expensive financing, and guide the superior private enterprises to accelerate the transformation and upgrading.
Zhang Zhanbin believes that the emphasis on supporting the development of private economy and small and medium-sized enterprises from the central government's symposium on private enterprises to this Politburo meeting reflects the central government's great attention to this issue. Only by doing a good job in financial services through the structural reform of the financial supply side and promoting the healthy development of the capital market through key institutional innovations can we fundamentally solve the problem of difficult and expensive financing and enhance the endogenous motivation of economic development.
"Grasp the favorable conditions for the current economic stabilization and expected improvement, promote the implementation of structural reform measures, and continuously release the dividend of reform and opening up." Wang Jun said that this also reminds market participants not to lie in a comfortable environment, but to promote the solution of long-term problems that restrict development through reform, opening up and innovation.
At the same time, the meeting stressed that the recent safety production problems are outstanding, and it is necessary to draw inferences from others, effectively prevent and accurately manage them.
Signal 4: Win the fight against poverty
Winning the battle against poverty is the bottom line task and symbolic index of building a well-off society in an all-round way, and it is a major task that must be completed. The meeting proposed that we should continue to implement the most stringent assessment and make good use of the assessment results. We should attach great importance to and resolutely rectify the problems found in the assessment, such as the failure to implement the responsibilities, the inaccurate grasp of poverty alleviation standards, the unsound work of the "three guarantees", the prominent problems of formalism and bureaucracy, and the slack work after taking off the hat, so as to ensure that the poverty alleviation work is pragmatic, the poverty alleviation process is solid and the poverty alleviation results are true.
Liu Yongfu, director of the the State Council Poverty Alleviation Office, said that this year, we should continue to promote the special treatment of corruption and work style in poverty alleviation, so as to promote the change of work style through inspection and rectification. It is necessary to continue to implement normalized interviews, maintain work pressure, and promote the implementation of responsibilities.
At present, China has achieved the best results in the history of poverty reduction. For six consecutive years, poverty has been reduced by more than 1000 million per year, and the number of poor people has been reduced by more than 80 million, which is getting closer and closer to the goal of comprehensive poverty alleviation. In the next two years, the task of getting rid of poverty is still arduous and arduous, and the rest are the poor among the poor, the strong among the strong, and the tough battle.
Liu Yongfu said that this year's poverty alleviation work focuses on two aspects: first, tackling difficulties, focusing on deep poverty-stricken areas, poor people and outstanding problems that affect "two worries and three guarantees"; The second is to consolidate the achievements, get rid of poverty steadily, develop continuously, adhere to the policy of taking off the hat, not taking off the responsibility, not taking off the hat, not taking off the supervision, and urge the counties that have withdrawn to continue to exert their strength.