The high-quality development of China's economy is the core of achieving the second centenary goal and the key to coping with international competition.
At present, the great changes and opportunities have come, the author is committed to sharing the major trends and events, looking forward to your attention, and explore the big opportunities with you.
2023 is the first year to implement the spirit of the 20th National Congress of the Communist Party of China, and the work in the second half of the year is related to the overall situation!China has to deal with the new challenge of "sluggish domestic demand and external troubles".
*The spirit of the meeting has found the crux and focus of the problem, indicating that this bull market is real and strategic!
The connotation of boosting confidence and mitigating risks.
Boosting confidence and mitigating risks is a difficult problem that needs to be solved urgently.
Confidence boost and risk mitigation are twins, and investors lack confidence precisely because of the risks. This, in turn, adds to the difficulty of risk mitigation.
The lack of confidence stems from investors' lack of confidence in the future development, lack of confidence in the future expectations, in short, the risk loss exceeds the expected return.
In the era of rapid development of real estate, the reason why investors dare to consume and invest is that they have formed a consensus on the expectation of housing prices and have full confidence in the future.
After the bursting of the real estate bubble, a series of problems have arisen, and the bitter lessons of investors are very profound, the courage to borrow and consume is gone, the determination to finance and invest is gone, the assets have shrunk seriously, the income is less, and the funds in hand are gone.
Talking about housing, stocks, and entrepreneurship, everyone is terrified!Retreat and wait and see.
In particular, at a time of domestic economic adjustment, the United States and other Western countries have seized the opportunity to suppress the economic chain, financial confrontation, scientific and technological blockade, regional conflicts, etc., which have seriously affected China's economic recovery.
Therefore, at this critical juncture, **emphasis on boosting confidence!Including business confidence, consumer confidence and investor confidence!This determines that this bull market is real and reliable.
Multiple departments work together and actively cooperate.
The central bank said: continue to be prudent and moderately loose monetary policy, give full play to the role of aggregate and structural monetary policy tools, and vigorously support scientific and technological innovation, the real economy and the development of small, medium and micro enterprises.
The Ministry of Finance said that it is necessary to continue to implement a proactive fiscal policy to help enterprises bail out, strengthen coordination and cooperation with monetary policy, and expand domestic demand.
Industry departments: actively cooperate and accelerate the implementation of policies. It is necessary to vigorously promote the construction of a modern industrial system, accelerate the cultivation and expansion of strategic emerging industries, and create more pillar industries. It is necessary to promote the deep integration of the digital economy with advanced manufacturing and modern service industries, and promote the safe development of artificial intelligence. It is necessary to promote the standardized, healthy and sustainable development of platform enterprises.
Special bonds: It is clear that it is necessary to give full play to the leading role of investment and speed up the issuance and use of local special bonds. It is necessary to formulate and introduce policies and measures to promote nongovernmental investment.
This speaks volumes about the determination to create a strategic bull market, and there is no doubt about it.
Resolving risks is a guarantee to boost confidence Only by coordinating development and security can we ensure the steady and long-term development of China's economy. Adjust and optimize real estate policies in a timely manner, make good use of the policy toolbox according to the city's policies, better meet the needs of residents for rigid and improved housing, and promote the stable and healthy development of the real estate market.
It is necessary to effectively prevent and resolve local debt risks, and formulate and implement a package of debt reduction plans.
This is to resolve the unfavorable factors for the bull market and escort the bull market.
The long-lost strength, the bull market has just begun!China's fundamental reversal has occurred, especially in the bull flag bearer brokerage sector, whether it is the first time in the adjustment, there are still funds actively involved. There is also a bear market, and the real estate sector has also undergone a fundamental reversal. In other words, the key factors on the left and right have begun to support and encourage ** to be better, which is a once-in-a-lifetime opportunity. Overall, the bull market has just begun, and the spark is about to burn the prairie fire.
To sum up, the current tone and positioning of the upper level, activating the capital market, boosting confidence, and resolving unfavorable factors, the deep meaning is that China's economy and China need to accelerate forward.
3400 is just the start, 3700 is a small target, at least challenge 4065. Welcome to the author's series of articles, since the end of October last year, it may suddenly become clear.