Conference! The top priority for next year

The boots have finally landed. The annual Central Economic Work Conference has set the tone for China's economy in 2026. In the several thousand words of the official statement, there are several signals that need attention. First, the faucet has officially been turned on. The most critical change is hidden in the expression of monetary policy: moderately loose. These four words carry significant weight. For the past few years, our terminology has always been prudent. From prudent to 'moderately loose,' this is a strategic shift in China's macro context. This means that the gates of funding will be further opened. Reserve requirement cuts and interest rate reductions will no longer be tentative but will be flexible and efficient. Why loosen? Because the conference acknowledged a harsh reality: strong supply and weak demand domestically. Excess capacity and insufficient demand. At this time, liquidity must be injected to get the market machine running again.

Money must come out. Second, the state will step in to foot the bill. The tone of fiscal policy is more proactive. Deficit, debt scale, total expenditure. These three keywords together mean one thing: the government must take the lead in spending. When private enterprises are afraid to invest and the public is hesitant to buy, that 'visible hand' must leverage to support the basic economic foundation. Especially for real estate. It's no longer just about regulation; it's about destocking and stabilizing the market.

'Encourage the acquisition of existing commercial housing primarily for affordable housing.' This sentence translates to:

The national team is about to enter the market to buy houses.

This is the most direct move to mitigate risks and stabilize asset prices. Third, face the pain points. The official statement from this conference is unusually sincere. 'Old problems, new challenges,' 'changes in the external environment,' 'risks in key areas.' There is no avoidance of difficulties, nor is there any glossing over of the situation.

Acknowledging problems is the first step to solving them.

In response to 'involution-style' competition, there must be rectification. In response to the anxieties of private enterprises, laws must be improved. In response to population issues, there must be an 'advocation of positive views on marriage and childbirth.' All policies are directed towards one goal:

Rest and recuperation, boosting confidence. The main theme for 2026 is already very clear: economic development is the top priority.

Do not underestimate the determination and inertia when the national machinery shifts. When the policy bottom line is already clear and the toolbox is open.

At this moment, do not stand on the opposite side of national fortune.

PS: Dear old friends, I want to 'apologize' and also share some good news.

These days, our sea cucumber sales have been incredibly hot, far exceeding my expectations, and the warehouse has been 'emptied' in an instant. To not let everyone's trust go to waste, I urgently need to allocate the latest batch of high-quality goods.

However, sea cucumbers cannot be rushed. Each sea cucumber must go through strict selection, cleaning, and quality inspection, and the best ones must be selected from within; usually, from 100 pounds, only about 30 pounds can be selected as the best.

I do not want to lower standards for the sake of speed and stuff inferior products into the delivery box. That would be irresponsible to everyone and would damage the reputation of our high-quality selection.

So, please allow us to slow down. For the current orders, we expect to gradually ship out in about a week. Good meals are not afraid of being late; good sea cucumbers are worth the wait. Thank you all for your patience and support; after receiving the goods, the quality will certainly not disappoint you!