【券商两会前瞻提三大政策方向：稳民营、促消费、强科技】金十数据2月28日讯，3月4日-3月5日，2025年全国两会即将召开。今年的两会，重点议题如何？券商分析师纷纷在近日做出预测。中金研究认为，与去年中央经济工作会议召开时相比，两会召开的宏观社会背景更偏积极。今年财政加码的总基调大概率不会改变，新质生产力的建设可能是重点发力方向，尤其是相关的基础设施投资；科技创新综合投入增速会得到保障；土储专项债可能成为边际变化较大的方向。海通证券荀玉根团队认为，宏观政策方向积极，但稳增长会在“高质量发展”的大框架下进行发力，不会“大水漫灌”式地强刺激。从地方两会的部署看，预计2025年GDP增速目标或在5%左右。为了目标的可持续性，财政政策或持续用力、更加给力，但也留足政策空间。
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