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有效稳定市场预期。随着社会主义市场经济不断发展,市场主体对政策信号更加敏感,管理市场预期的重要性明显上升,增强预期管理能力更加紧迫,管理预期已成为宏观调控的重要内容。能否稳定预期,取决于宏观政策稳定性,因而要提高政策透明度,加强同市场主体的沟通。能否稳定预期,还取决于社会对经济发展的信心,因而要用重大改革举措落地增强市场主体信心;坚持基本经济制度,坚持社会主义市场经济改革方向,坚持扩大开放,加强产权保护,维护法治环境,稳定民营企业家信心。
保持社会和谐稳定。在产业结构加快调整、经济结构发生重大变化的时期,部分社会群体会受到影响。比如,去产能会涉及一些职工转岗下岗,一些群体收入增长会放慢。在这种情况下,保持社会和谐稳定就显得尤为重要。要按照守住底线、突出重点、完善制度、引导舆论的思路,深入细致地做好社会托底工作。全力做好就业托底工作,拓宽去产能职工多元化安置渠道;扎实做好社保托底工作,通过财政政策工具和完善社会保障制度,加强对特定人群特殊困难的扶持,织牢社会安全网。
“进”的任务:在关键领域取得实质性进展
稳中求进,不是无所作为,而是要在稳的前提下在关键领域有所进取,在把握好度的前提下奋发有为。“进”主要体现在“三去一降一补”要有实质性进展,农业供给侧结构性改革和关键领域改革要有新突破,振兴实体经济要有新举措,创新驱动发展要开创新局面。
深入推进“三去一降一补”。今年,供给侧结构性改革重点推进“三去一降一补”五大任务,提振了市场预期和信心,大宗商品价格回升,工业品价格在连续54个月负增长后由负转正,工业企业利润状况持续改善,部分行业供求关系改善,政府和企业的理念和行为发生了积极变化。与此同时,供给侧结构性改革进展仍不平衡,还面临许多体制性机制性问题。明年是供给侧结构性改革深化之年,“三去一降一补”要进一步突出重点,增强契合度和协同性,努力取得实质性进展。
去产能要与建立过剩产能市场化出清机制结合起来。以钢铁、煤炭行业为重点,以处置“僵尸企业”为突破口,通过严格执行环保、能耗、质量、安全等相关法律法规和标准,推动企业兼并重组,妥善处置企业债务,盘活沉淀的土地、厂房、设备等各种资源。防止已经化解的过剩产能死灰复燃,同时按照市场化法治化原则做好其他产能严重过剩行业的去产能工作。
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