宏观政策周报：

【宏观政策周报：下半年央企重组整合聚焦这些领域 两大清退工作力度继续加大】本周宏观政策面主要内容有：央行：坚持推进信贷结构调整，加大对重点领域和薄弱环节的支持；北京获批，氢燃料电池示范城市名单发布在即；人工关节高值耗材国家集采将于9月14日启动；东北全面振兴“十四五”实施方案、辽宁沿海经济带高质量发展规划获通过；上海：严禁给家长布置或变相布置作业，严禁要求家长检查、批改作业；国内首次，合肥重拳出击学区房：这些人禁买，将建热点学区二手房指导价。

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