In 2015, the national "two sessions time" a number of real estate policies to meet the window period

China Coatings Network
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"two sessions time" will be opened on the 3rd. From the point of view of many institutions and experts, steady growth, structural adjustment and reform under the new economic normal will still be the hot words of finance at the two meetings. After another interest rate cut, there are still more options for steady growth follow-up policies, including reducing the rate of reduction, increasing the fiscal deficit rate, increasing infrastructure construction, etc., while regional development of the "Belt and Road", Beijing-Tianjin-Hebei and other related plans, major reforms in the top-level design of state-owned capital reform and other policies are expected to be released after the two sessions. In addition, major issues such as fiscal and tax reform, investment and financing system reform, financial reform, price reform of important means of production, and the development of ecological and environmental protection industries will continue to advance in depth. Steady growth policy reserves rich INKIN research report predicted that in 2015 GDP growth target will be lowered to about 7%, CPI, M2 target will also be lowered to 3%, 12%, but the new urban employment target may still be set at 10 million people. The downward adjustment in GDP growth targets does not mean that the government wants growth to continue to decline, but rather sees 7 per cent as the floor for job growth this year in the face of weak growth momentum and a possible job losses, and suggests that the government intends to downplay growth targets and steer local governments towards no longer pursuing growth in a one-sided way, hoping to make significant progress in structural adjustment and reform. THE company expects real GDP growth of 7.3% in 2015. Experts say the economic data for the first two months of 2015 will be ugly and deflationary pressures on the economy will increase. The central bank announced another interest rate cut on February 28th, which is necessary to reduce the cost of social financing, promote economic development and guide social expectations. Between clear signals of economic stabilization, the possibility of further interest rate cuts and rate cuts remains, and the monetary and credit environment for economic development as a whole will remain more relaxed. In fiscal policy, there are many policy options for steady growth. THE report predicts a budget deficit of 1.6 trillion yuan in 2015, with a deficit rate of 2.2%. Among them, the size of the issuance of general local bonds has been significantly expanded, with the expected issuance quota to 600 billion yuan, while local issuance of special bonds may be allowed to be included in the budget of government funds. In addition, experts expect that the inventory of fiscal funds, play the role of financial capital leverage to attract social funds to participate in the construction of major projects, increase tax reduction and fee-clearing efforts and other means will also enhance the gold content of active fiscal policy. If local government investment contracts sharply, the central government expects to increase fiscal hedging, increase support for infrastructure investment through policy banks such as China Development Bank, and seek other financing channels, including PPP and the introduction of private investment, said Hu Zhipeng, China economist at UBS Securities. Regional development top-level design program will be introduced in the regional development, "Belt and Road", Beijing-Tianjin-Hebei coordinated development, the Yangtze River Economic Belt and other top-level programs are expected to appear after the two sessions. The National Development and Reform Commission (NDRC) has made it clear that it will urgently study and formulate guidance on the implementation of regional development strategies to promote coordinated regional development in 2015 and promote the introduction of the Regional Planning Management Measures. In addition to vigorously implementing regional strategies such as the great development of the west, the revitalization of the northeast, the rise of the central region and the first transformation and upgrading of the east, it will also firmly promote the implementation of major national strategies such as the Belt and Road, the coordinated development of Beijing, Tianjin and Fujian, and the Yangtze River Economic Belt. Specifically, the solid implementation of the "Belt and Road" construction of the 2015 key work and key projects, infrastructure connectivity as a breakthrough, efforts to promote investment and trade facilitation, accelerate the construction of a strong investment and financing channel support; We will take the lead in making new progress in the three key areas of transportation integration, ecological and environmental protection, and industrial upgrading, steadily promote the functional dredging of Non-capitalization in Beijing, prepare the outline of the Yangtze River Economic Belt Development Plan, and accelerate the implementation of major projects such as transportation, industry and environmental protection. Judging from the two local meetings held before, various places have responded to the national regional economic development route, in its "Government Work Report" proposed to take the initiative to integrate the above three strategies. In addition, the construction of the FTZ, which plays an important role in building a new pattern of opening up to the outside world, is expected to speed up. At present, the new pattern of the Shanghai-Tianjin-Guangdong-Guangdong Free Trade Zone has taken shape from south to north, and from March 1, the Standing Committee of the National People's Congress has authorized the State Council to formally implement the administrative approval decision for the temporary adjustment of the relevant legal provisions in the three free trade zones of Tianjin, Guangdong and Fujian, as well as the shanghai Free Trade Zone after the expansion of the zone, according to Xinhua. The official listing time of the four free trade zones is likely not to keep pace with the entry into force of the regulations, and may even be after the two national conferences. The overall plan, such as state-owned capital reform, will be published as saying that the reform will significantly improve the efficiency of China's economic growth and that speeding up reform is a top priority for the economy in 2015. Among them, the announcement of the overall plan of state-owned capital reform into the countdown, fiscal and tax reform concrete measures will gradually land, land reform pilot process may be accelerated. After the expected defeat of the overall plan for state-owned capital reform announced before the Spring Festival, the industry is looking forward to its appearance after the two sessions. From the perspective of the two local meetings, unlike the general statement in 2014, the two sides in 2015 put forward clear directions, objectives and measures for the reform of state-owned enterprises, such as the establishment of state-owned capital operating companies and state-owned investment companies, improve the incentive mechanism for state-owned enterprises, achieve the overall listing of state-owned enterprises and improve the securitization rate of state-owned enterprises. According to the report, the overall plan for the reform of state-owned enterprises will be more clearly the reform direction of mixed ownership, and the gradual promotion of employee shareholding is also in line with the direction of market-oriented reform, and the strategic restructuring of state-owned enterprises will be accelerated, with 30-50 internationally competitive Chinese enterprises expected to be formed by 2020. It is worth noting that under the strategic guidance of the efforts to build an advanced national defense science and technology industrial system with Chinese characteristics, the reform of the defense industry is expected to accelerate. According to media reports, the restructuring of institutions in the field of military industry has been initiated, and the list of classifications will be initially determined and reported after the two sessions; According to the report, the formal implementation of the new budget law in 2015 marks the beginning of fiscal and tax reform, including the gradual integration of local government revenue into the full-caliber budget, the establishment of a cross-year budget balance mechanism, the reform of the transfer payment system, the promotion of the PPP model and so on. These financial reforms will also involve the division of land system, household registration system, central and local financial power, including the transformation of local government incentive mechanism and the establishment of new taxes such as environmental protection tax and property tax. The specific fiscal and tax reform measures mentioned above are expected to land gradually this year. In addition, the pilot land reform, factor price reform, etc. will be accelerated. This year is the first year of the implementation of the newly revised Environmental Protection Law and the year of the "12th Five-Year Plan" for energy conservation and emission reduction, according to a study by Haitong Securities, a huge space for ecological and environmental protection industries. From the relevant statements in the local government work reports, the local government's environmental protection efforts or will only increase, through energy conservation and emission reduction to control environmental pollution will also be imperative, to help achieve "slow growth but improve quality." From the issues of the two local meetings, air pollution control, water pollution control, soil pollution control and other environmental control is still one of the key work this year. After the publication of the Action Plan for the Prevention and Control of Air Pollution, the Action Plan for the Prevention and Control of Water Pollution is expected to be unveiled, and the process of formulating and implementing the Ten Articles on Earth will be accelerated. The Ministry of Environmental Protection also made it clear that in 2015, compared with 2014, the country's chemical oxygen demand and ammonia nitrogen emissions decreased by 2%, sulfur dioxide emissions decreased by 3%, nitrogen oxide emissions decreased by 5%; Broker analysts believe that in the pursuit of economic development and efficiency, the future development of ecological and environmental protection industry space is huge. Some Ministry of Environmental Protection officials pointed out that the "13th Five-Year" environmental protection industry will see a substantial increase in the scale of the year-on-year, gas, water, soil pollution control and third-party environmental management market demand will be expanded on a large scale. The market size of the three action plans is expected to exceed 6 trillion yuan.