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《大行報告》高盛:李克強講話顯示支持經濟緊迫性 料中國經濟6月及第三季穩固反彈 料或再有額外措施
阿思達克 05-26 11:24
就中國國務院總理李克強召開全國穩住經濟大盤電視電話會議上作重要講話時強調,努力確保次季經濟合理增長和失業率盡快下降,確保經濟運行在合理區間。高盛發表報告表示,李克強以「穩經濟增長」為主題,與全國各省、市、縣級地方政府官員召開電話會議。該行總結了會議幾個要點,第一是李克強承認近期經濟增長非常疲軟,他敦促政府官員將穩定增長放在首位,確保第二季度經濟合理增長並降低失業率。 第二點是李克強重申政策支持要先行一步,要求政府官員在6月底前完成去年中央經濟工作會議和今年政府工作報告中公布的各項政策的落實。他還要求政府官員在5月底前公布國務院常務會議確定的穩經濟一攬子政策5月底前都要出台實施細則,包括發行3,000億元人民幣債券用於鐵路建設的政策支持、額外的稅收返還、對航空公司進一步信貸支持和為選定類型的汽車減免購置稅。 高盛認為總理李克強高調召開的電話會議、本周的國務院會議和近日人民銀行會議都表明,在經濟活動增長非常疲軟、復甦乏力的背景下,政策制定者面對支持經濟的緊迫性更高。 該行指,除非新冠疫情再次出現重大反彈,否則預計中國在政策支持下,今年6月和第三季度的增長將出現穩固反彈。然而,在新冠疫情控制和房地產行業非常低迷的情況下,增長下行壓力仍然很大,若增長令人失望或失業率繼續攀升,料當局也可能在不久的將來宣布額外的寬鬆措施。
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