Recently, an important signal has been conveyed from the top management!
Among them, there are some proposals worthy of attention, such as "next year, we must insist on seeking progress while maintaining stability, promoting stability with progress, and establishing first and then breaking", after all, many practices in the past were to break first and then stand.
Out-of-school training is one-size-fits-all.
Internet anti-monopoly rectification.
real estate to press to the ground rubbing.
Sporty dual carbon movement.
In fact, "promoting stability with progress, establishing first and then breaking" is not a new formulation, but it is the first time it has appeared in the ZZJ meeting draft.
"We must persist in seeking progress while maintaining stability, adjust policies and promote reforms, grasp the timeliness and efficiency, and insist on establishing first and then breaking down, and making steady progress. ”—2021.12.10. **Economic Work Conference
"'Stability' itself is the greatest 'progress'. Before the downward pressure on the economy is fundamentally eased, progress must serve stability, and policies that are not conducive to stability will not be introduced, and more policies conducive to stability will be introduced, so as to promote stability through progress. ”—2022.1.18,2021 Financial Statistics Press Conference, Liu Guoqiang, Deputy Governor of the People's Bank of China, "Since the 18th National Congress of the Communist Party of China, we have always adhered to the general tone of seeking progress while maintaining stability, taking the lead in stability, seeking progress with stability, and promoting stability and ...... with progress"Stability" is the fundamental foundation and prerequisite for 'progress', and it is the accumulation of quantity and speed. "Progress" is the continuous driving force and target direction of 'stability', and it is the improvement of structure, quality and efficiency. ”—2022.1.18, Guo Wei, professor of the Party School of "Guangming **".These two sets of terms are not new, but they appear for the first time in the press release of the Politburo meeting.
As early as the 2021 economic work conference, it was finally reflected in the following five aspects to standardize or correct, emphasizing that economic work "must respect objective reality and the needs of the masses, and must have systematic thinking and scientific planning".
For example, common prosperity is to "make the 'cake' bigger and better first", and "then cut the 'cake' and divide it well".
Capital, what is established is "orderly development of capital", and what is broken is "disorderly expansion";
The guarantee of the supply of primary products is "high-level self-reliance and self-reliance", and the breakthrough is "relying on others to solve the problem of Chinese's primary products";
Carbon peak and carbon neutrality are "safe and reliable alternatives to new energy", and "the gradual withdrawal of traditional energy" is broken.
In the face of the weakening of traditional kinetic energy, it is still necessary to "stabilize" in the short term, and through "promoting stability", in addition to "establishing" new kinetic energy to contribute to endogenous economic growth, the policy of "promoting stability" (moderate increase) for traditional kinetic energy should also be "promoted by progress".
On the one hand, it shows that there is stable pressure on the current economic growth, for example, the consumer price index (CPI) has been negative for two months, and the shadow of deflation hangs over the market.
It is expected that when resolving and disposing of the three major financial risks next year, namely the risk of small and medium-sized banks, the risk of local debt, and the risk of real estate, we may strive to avoid short-term long-term goals and be more moderate and prudent.
If the traditional momentum weakens beyond expectations, the camera choice will be made in the second half of next year and the policy will be strengthened again.