大规模刺激的必要性降低,结构性改革是赢得长期增长潜力的必要条件。当前,全球经济不确定性有所增强。在这样的背景下,7月底,中央政治局召开年中会议对下半年中国经济工作做出了部署,笔者认为,其中有四大看点值得关注。第一,上半年中国经济数据有喜有忧,整体运行基本平稳,符合决策层预期。今年上半年,中国经济增长6.7%,高于全年6.5%的目标,略好于预 The need for large-scale stimulus is declining, and structural reforms are a necessary condition for long-term growth potential. At present, the global economic uncertainty has increased. In this context, at the end of July, the Central Political Bureau held its mid-year meeting to make arrangements for the economic work in the second half of the year. I think there are four major issues worth noting. First, the economic data in the first half of the year had mixed feelings and the overall operation was basically stable, in line with the expectation of policy makers. In the first half of this year, China’s economy grew by 6.7%, higher than the target of 6.5% for the whole year, slightly better than the previous forecast