近期宏观经济指标一再低于市场预期,“稳增长”紧迫性进一步显现,及时调整宏观经济政策势在必行。建议实施以“补投资、促消费为重点,结构调整与总量松动结合,结构性措施为主”的稳增长政策组合。财政政策应在“稳增长”中发挥加油门作用,运用结构性减税、加速折旧、扩大设备更新、基础设施薄弱环节和民生领域投资等工具来适当扩大投资、促进消费、稳定出口。货币政策需要发挥松刹车作用,运用利率、准备金率等工具及时解除前期反通胀中形成的紧缩惯性,消除经济继续下行诱因,促进经济及时回稳。 Recent macroeconomic indicators have repeatedly below the market expectations, “steady growth ” the urgency to further show that timely adjustment of macroeconomic policy is imperative. It is proposed to implement a steady growth policy mix that focuses on “increasing investment, promoting consumption, structural adjustment and total looseness, and structural measures”. Fiscal policy should play a fueling role in “stabilizing growth” and appropriately expand investment, promote consumption and stabilize exports through structural tax cuts, accelerated depreciation, equipment renewal, infrastructure weaknesses and investments in livelihood areas. Monetary policy needs to play the role of loose brake. The government should promptly lift the tightening inertia formed in the early period of anti-inflation by using tools such as interest rates and reserve ratio, eliminate the reason for the economy to continue its downward downturn and promptly stabilize the economy.