经济稳定恢复,政策发力促供需再平衡--2021年经济运行分析及2022年展望

Steady Economic Recovery,Policies Need to Rebalance Supply and Demand--Analysis of Economic Operation in 2021 and Outlook in 2022

报告认为2021年中国经济稳定恢复,但持续修复动能不足,2022年中国经济“前低后高”,下行压力依然较大。美国经济政策对全球具有深远影响,欧洲经济复苏偏缓,新兴市场经济体被动加息,金融脆弱性凸显。主要的政策建议包括:共同富裕下加强分配改革预期,提振消费信心;积极财政政策稳定持续发力,精准、蓄势助力经济运行;货币政策将稳中有松,总量和结构性工具并举;财政政策与货币政策协调联动,提升政策整体效能;继续实施就业优先的宏观政策;以稳物价为经济稳定相关政策留下更大的空间。

Combined with the data of 2021,the report analyzes the economic operation in 2021 and the outlook of economic situation in 2022.It is believed that China's economy recovered steadily in 2021,but the momentum for sustained recovery was insufficient.In 2022,China's economy will be"front low then back high",and the downward pressure will still be large.The U.S.economic policy has profound impacts on the rest of the world,the economic recovery in Europe is slow,emerging market economies have to raise interest rates passively and their financial fragility are prominent.The main policy suggestions include:formation of distribution reform expectation under the common prosperity to boost consumer confidence;keep active fiscal policy stable and sustained to make steady efforts to help economic operation;monetary policy should be stable with appropriate easing,using both aggregate and structural monetary instruments;coordinate fiscal policy and monetary policy to improve the overall efficiency of the macro policy;continue to implement the macro policy of giving priority to employment;stabilize prices to leave more room for economic stability policies.