华泰证券:供给侧改革或将成为今年经济方面的重点工作之一

澎湃新闻
20 Feb

华泰证券研报认为,供给侧改革或将成为今年经济方面的重点工作之一,对价格的恢复和预期的提振有着重要作用。2024年12月中央经济工作会议提出综合整治“内卷式”竞争,2月10日国常会重点研究了化解重点产业结构性矛盾相关举措。华泰证券回顾了2016—2018这轮供给侧改革的经验、分析了当前供需错配的现状和难点、并对潜在的路径进行展望。总体看,此轮供需错配的范围更广,除了部分传统上游行业以外,以光伏链、...

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