中信证券-07～08年宏观调控回顾与展望11.18     14页

目 录
一、多手段协调组合，宏观调控效能更高·············1
1、货币信贷收紧措施频频···················1
2、土地调控重在落实······················2
3、财政政策走向调控舞台中央··················2
4、产业、环保、贸易政策密切配合、密集出台···········3
二、调控的焦点非常明确····················6
1、节能减排··························6
（1）市场准入把住入口..........................................................................8
（2）产业整合淘汰落后产能...................................................................8
2、调控出口··························9
3、关注民生、构建和谐社会···················9
三、政策的结构调整特征显著··················10
1、前期总量性措施力度较大，已有趋于谨慎之势·········10
2、年初以来结构性调控大行其道················10
四、下一阶段调控：力度与节奏·················10