两会明确经济增长目标，消费提振位列十大主要任务之首

Macro Level - The economic goal is to seek progress while maintaining stability, promoting stability through progress [4] - Monetary policy is moderately loose, with an emphasis on maintaining liquidity [12] - Fiscal policy is becoming more proactive, with a focus on expanding domestic demand [16] - Real estate policy is primarily focused on stability [18] - Capital market reforms are accelerating [19] Industry Level - Consumption stimulation ranks as the top priority among the ten major tasks [4] - Development of new productive forces should be tailored to local conditions [4] - The low-altitude economy is expected to accelerate commercialization, with significant policy support [26] - The commercial aerospace sector is rapidly growing, with a market size projected to reach 2.34 trillion yuan in 2024 [30] - The humanoid robot industry is advancing quickly, with companies like Yuzhu Robotics leading in performance and functionality [24] Government Work Report Comparison - The GDP growth target for 2025 is set at around 5%, consistent with the 2024 target [7] - The urban employment target for 2025 remains at over 12 million, similar to 2024 [7] - The CPI target for 2025 is adjusted to around 2%, down from 3% in 2024, reflecting a response to deflation risks [10] - The fiscal deficit rate is projected to exceed 4% for the first time since 2009 in 2025, indicating a shift towards demand expansion [16] Technological Advancements - DeepSeek has significantly improved computing efficiency, leading to a surge in AI applications [23] - The humanoid robot sector is seeing rapid advancements in intelligence and flexibility, with ongoing product iterations [24] - The eVTOL market is entering a production phase, with companies like EHang achieving significant regulatory milestones [26]