Assuming that the scale of special government bonds us for home improvement consumer goods and digital products in 2025 is 100 billion yuan, this The Power expansion can correspondingly drive potential sales space of about 270 billion yuan, equivalent to 0.6% of the total retail sales in 2023.
How will the “two new” policies be tilt towards “regions with higher work results last year”? Looking back to 2024, the provinces and cities where the “two new” policies have driven consumption and achiev “positive feback” are mainly Henan, Hunan, Jiangsu.
Chongqing and other places
Some provinces and cities that have obtain “positive feback” have already made arrangements in advance. For example, Jiangsu has issu electronic subsidies for 3C digital products such as mobile phones, tablets, cameras, and smart watches.
In addition to the “two new things”, special bonds are also an “integration” of the policy efforts to build momentum at the beginning of the year. Although bosnia and herzegovina phone number list the scale of new special bond issuance in the first quarter that has been disclos is “insignificant”, this may only be temporary. We can focus on observing whether the actual issuance of special bonds will accelerate after Trump officially takes office. In particular, among the ten pilot areas for the “self-review and self-issuance” of special bonds, only four have disclos their first-quarter bond issuance plans .
If local governments are more proactive
in issuing bonds, the actual issuance scale of special what is seo? – what does seo stand for? bonds in the first quarter may be larger.
Risk warning: data statistics are incomplete; future The Power policies are not as expect; changes in overseas situations are beyond expectations.
Securities Research Report : Comments on Policy Dynamics:
Report written by: Tao Chuan SAC No. S0100524060005 , Zhong Yumei SAC No. S0100124080017
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