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2017全国两会即将召开

来源: 南方日报网络版     时间: 2019年02月20日 04:00:54
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(  2017全)(国)(两)(会)(即)(将)(召)(开)(六)(大)(经)(济)(话)(题)(值)(得)(关)(注)(
  据)(经)(济)(之)(声)(《交)(易)(实)(况)(》报)(道)(,距)(离)(今)(年)(两)(会)(召)(开)(已)(经)(不)(足)(半)(个)(月)(,中)(金)(公)(司)(最)(新)(研)(报)(中)(指)(出)(,货)(币)(政)(策)(基)(调)(调)(整)(、房)(地)(产)(政)(策)(、农)(业)(供)(给)(侧)(改)(革)(、其)(他)(供)(给)(侧)(改)(革)(及)(环)(保)(、国)(企)(混)(合)(所)(有)(制)(改)(革)(、一)(带)(一)(路)(战)(略)(等)(六)(大)(话)(题)(有)(望)(成)(为)(焦)(点)(。围)(绕)(两)(会)(经)(济)(话)(题)(将)(有)(怎)(样)(的)(投)(资)(逻)(辑)(和)(节)(奏)(,《交)(易)(实)(况)(》的)(微)(信)(朋)(友)(圈)(里)(,分)(析)(师)(和)(财)(经)(评)(论)(员)(热)(议)(不)(断)(。
  申)(万)(宏)(源)(石)(磊)(:说)(到)(全)(国)(两)(会)(,我)(们)(不)(得)(不)(提)(到)(地)(方)(两)(会)(,因)(为)(地)(方)(两)(会)(的)(议)(题)(会)(很)(频)(繁)(的)(出)(现)(在)(全)(国)(两)(会)(上)(。在)(已)(公)(布)(政)(府)(工)(作)(报)(告)(的)(29个)(省)(中)(,有)(23个)(省)(公)(布)(了)(2017年)(固)(定)(资)(产)(投)(资)(目)(标)(,累)(计)(投)(资)(超)(过)(了)(40万)(亿)(,这)(一)(点)(是)(需)(要)(我)(们)(重)(视)(的)(。各)(项)(议)(题)(中)(,“一)(带)(一)(路)(”出)(现)(29次)(,国)(企)(改)(革)(出)(现)(29次)(,混)(合)(所)(有)(制)(改)(革)(出)(现)(29次)(,农)(业)(供)(给)(侧)(改)(革)(出)(现)(25次)(,自)(贸)(区)(出)(现)(21次)(,PPP出)(现)(17次)(,这)(些)(可)(能)(都)(会)(成)(为)(全)(国)(两)(会)(的)(重)(要)(议)(题)(。另)(外)(,军)(工)(行)(业)(改)(革)(、京)(津)(冀)(一)(体)(化)(、网)(络)(安)(全)(等)(议)(题)(也)(是)(不)(容)(忽)(视)(的)(。
  新)(时)(代)(证)(券)(申)(睿)(:对)(内)(来)(说)(,市)(场)(最)(为)(关)(注)(的)(应)(该)(还)(是)(供)(给)(侧)(改)(革)(以)(及)(国)(企)(改)(制)(。近)(期)(市)(场)(对)(以)(银)(行)(为)(首)(的)(一)(些)(金)(融)(品)(种)(的)(关)(注)(度)(非)(常)(高)(。除)(此)(之)(外)(,对)(与)(供)(给)(侧)(改)(革)(相)(关)(的)(资)(源)(类)(品)(种)(,例)(如)(煤)(炭)(、钢)(铁)(、有)(色)(等)(品)(种)(价)(值)(重)(估)(的)(预)(期)(都)(是)(一)(个)(直)(接)(和)(长)(期)(的)(看)(点)(。对)(外)(看)(来)(,焦)(点)(更)(多)(的)(还)(是)(集)(中)(在)(“一)(带)(一)(路)(”上)(,相)(应)(的)(基)(建)(、工)(程)(机)(械)(出)(口)(和)(相)(关)(的)(修)(建)(,都)(是)(值)(得)(大)(家)(在)(会)(中)(甚)(至)(会)(后)(持)(续)(关)(注)(的)(。
  付)(少)(琪)(:目)(前)(行)(情)(处)(在)(一)(个)(震)(荡)(上)(扬)(的)(反)(弹)(周)(期)(中)(,这)(与)(外)(围)(市)(场)(走)(好)(、国)(内)(的)(宏)(观)(面)(转)(暖)(,政)(策)(面)(给)(力)(等)(一)(系)(列)(因)(素)(有)(关)(,也)(与)(两)(会)(行)(情)(的)(预)(期)(以)(及)(春)(季)(这)(种)(季)(节)(性)(的)(因)(素)(有)(关)(。目)(前)(一)(些)(微)(观)(上)(的)(政)(策)(对)(股)(市)(的)(拉)(动)(作)(用)(也)(许)(会)(更)(为)(明)(显)(一)(些)(。供)(给)(侧)(改)(革)(以)(及)(“一)(带)(一)(路)(”这)(样)(一)(些)(重)(大)(战)(略)(对)(股)(市)(的)(拉)(动)(作)(用)(尤)(其)(明)(显)(。
  证)(券)(日)(报)(董)(少)(鹏)(:2017年)(全)(国)(两)(会)(从)(一)(定)(意)(义)(上)(说)(具)(有)(承)(前)(启)(后)(的)(特)(质)(,供)(给)(侧)(结)(构)(性)(改)(革)(将)(成)(为)(今)(年)(两)(会)(聚)(焦)(的)(重)(要)(话)(题)(。我)(们)(要)(进)(一)(步)(降)(低)(企)(业)(税)(负)(和)(社)(会)(化)(的)(交)(易)(成)(本)(,加)(快)(国)(有)(企)(业)(混)(合)(所)(有)(制)(改)(革)(,打)(造)(若)(干)(改)(革)(的)(样)(板)(,支)(持)(和)(鼓)(励)(民)(营)(资)(本)(参)(与)(重)(点)(领)(域)(的)(生)(产)(经)(营)(活)(动)(,拆)(除)(影)(响)(它)(们)(参)(与)(相)(关)(领)(域)(经)(营)(的)(天)(花)(板)(、玻)(璃)(门)(和)(旋)(转)(门)(。同)(时)(我)(们)(要)(完)(善)(金)(融)(协)(同)(监)(管)(,进)(一)(步)(扩)(大)(直)(接)(融)(资)(的)(比)(重)(,从)(而)(为)(股)(市)(服)(务)(实)(体)(经)(济)(打)(开)(了)(更)(广)(泛)(的)(发)(展)(空)(间)(。
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