10月26-29日,十八届五中全会在北京召开,讨论和通过了《中共中央关于制定国民经济和社会发展第十三个五年规划的建议》。纵观整个“十三五”规划建议,发展仍然居于首要位置。习近平总书记强调未来五年年均GDP增速不应低于6.5%,因此当前政府可允许经济下行的空间已经非常有限,预计未来五年托底政策的力度将会强于此前五年。而随着“十三五”规划顶层设计落地,资本市场未来的投资机会无疑将更加清晰。 From October 26 to 29, the Fifth Plenary Session of the 18th CPC Central Committee held its meeting in Beijing to discuss and approve the “Proposal of the CPC Central Committee for Formulating the Thirteenth Five-Year Plan for National Economic and Social Development.” Throughout the entire “Thirteen Five ” planning recommendations, development still lives in the first place. General Secretary Xi Jinping emphasized that the average annual GDP growth rate over the next five years should not be less than 6.5%. Therefore, the current government’s allowable economic downturn has been very limited. It is estimated that the bottoming-out policy will be stronger in the next five years than in the previous five years. With the top-level design of the 13th Five-Year Plan, the investment opportunities in the capital market will undoubtedly be clearer.