Domestic Macro Policies - The State Council announced the implementation of the "Anti-Foreign Sanctions Law" on March 24, 2025, which includes 22 articles detailing property and rights measures[6] - The People's Bank of China (PBOC) will reform the MLF operation starting this month, adopting a fixed quantity, interest rate bidding, and multi-price bidding method[15] - The State Council issued guidelines for establishing a long-term regulatory mechanism for enterprise-related fees, focusing on a directory system[6] Domestic Industry Policies - The 2025 National Home Appliance Consumption Season was launched on March 22, aiming to stimulate the potential for home appliance upgrades[15] - The National Energy Administration decided to conduct special regulatory work for fair access to the power grid, enhancing the new power system construction[15] - The Ministry of Industry and Information Technology and ten other departments issued the "High-Quality Development Implementation Plan for the Aluminum Industry (2025-2027)," targeting a 3%-5% increase in domestic bauxite resources by 2027[16] Local Policies - Guangdong Province issued measures to promote high-quality tourism development on March 24, 2025, aiming to enhance the tourism sector[18] - Shanghai aims for its intelligent computing cloud industry to exceed 200 billion yuan by 2027, as stated in the implementation opinions released on March 26[18] - Anhui Province's housing authority released policies to promote economic recovery, including adjustments to housing provident fund loan policies[18] Overseas Dynamics - Germany's federal parliament approved over 11 billion euros for military aid to Ukraine, with a total of approximately 70 billion euros in military funding for 2025[19] - On March 26, U.S. President Trump announced a 25% tariff on all imported cars, effective April 2, 2025[20] - Canada announced a strategic response fund of 2 billion Canadian dollars to protect jobs in the automotive sector affected by U.S. tariffs[20]
每周重要政策跟踪-2025-03-29
Haitong Securities·2025-03-29 13:11