高盛2025年中国“两会”前瞻要点

财通社
24 Feb

时间:2025年3月4日召开核心预测:◆ GDP目标:维持“约5%”增长目标,2025年实际增速或放缓至4.5%◆ CPI目标:从3%下调至2%(高盛预测实际CPI为0.4%),通缩压力仍存◆ 财政赤字:从3.0%上调至4.0%(历史新高),政府债券净发行额增至13万亿元(2024年9万亿)◆ 政策重点:消费刺激、稳地产、AI/高端制造投资关键议题分解1. 经济增长▸ 中央目标维持“约5%”,地方...

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