12月财政收入增速自2009年5月以来首次转负,支出收缩严重,这导致12月基建投资增速快速回落。分析指出这是政府在保增长有望的情况下节约“子弹”,2017年积极财政仍有空间和必要,预计实际赤字率可能继续走高。
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