John Dramani Mahama 总统在 2026 年国情咨文演讲中重申其政府坚持推进财政与结构性改革的决心，表示国家重启战略正在为家庭和企业带来切实收益。

2月下旬在首都阿克拉议会发表讲话时，总统指出财政调整与定向税收减免政策已为加纳民众释放约 60 亿塞地的可支配收入。

他表示，这些额外收入源自支出管控、税收结构调整以及旨在稳定公共财政、降低生活成本的政策措施。

"我们的改革不仅稳定了经济，更让普通民众真切感受到钱包变鼓了。" 他向议员们强调："据估算，实施的财政调整与减税措施已为全加纳家庭腾出 60 亿塞地的可支配资金。"

Mahama 总统称通胀率持续下降，宏观经济环境改善，有效增强了民众购买力。他补充说，这些改革旨在保障民生、促进包容性增长，同时重振经济信心。

总统还宣布，政府通过重新谈判与九家独立电力生产商签订的现有购电协议，已实现 2.5 亿美元的即时节省资金。此外，11 亿美元的历史能源行业债务已重组为 2026 至 2028 年分期偿还。

"为解决高昂电力成本问题，政府已成功重新谈判现有购电协议。" 他表示："通过与九家独立电力生产商的协商，我们实现了 2.5 亿美元的即时节省资金，并将 11 亿美元历史债务重组至 2026-2028 年偿还。"

修订后的协议将提交议会批准。Mahama 总统称此举旨在缓解能源行业财务压力、提高效率并降低家庭和企业用电费率。

在对外方面，总统将国际储备总额的激增归功于加纳黄金委员会的运营。外汇储备已从 2024 年底的 89 亿美元攀升至 138 亿美元，相当于 5.7 个月的进口支付能力。

"议长先生，我国当前储备达 138 亿美元——较 2024 年底的 89 亿美元显著增长。这提供了 5.7 个月的进口保障。加纳黄金委员会的成立是这一进展的重要推动力。" 他说道。

该委员会成立 10 个月来已促成 103 吨黄金出口，创汇超 100 亿美元。正规化流程还使手工小规模采矿行业的官方记录出货量提升，截至 2024 年底达 66.3 吨。

总统支持财政部长提出的《加纳加速国家储备积累政策》，该政策设定每周约 3.02 吨的黄金采购目标以支持央行储备积累。

总统表示更广泛的改革议程正在强化财政纪律。加纳 2025 年实现占 GDP 2.6% 的基本盈余，超出 1.5% 的目标，同时财政赤字收窄至 3.1%，低于预期的 3.8%。

"没有纪律的增长毫无意义。" Mahama 总统指出，减少借贷和加强支出管控正助力降低利率并支持私营部门复苏。

Mahama Reaffirms Commitment to Sustaining Reforms

President John Dramani Mahama used his 2026 State of the Nation address to reaffirm his administration’s commitment to sustaining fiscal and structural reforms, saying government’s reset strategy is delivering measurable gains for households and businesses.

Addressing parliament in Accra last Friday, the president said fiscal adjustments and targetted tax reliefs have returned an estimated GH¢6billion in disposable income to Ghanaians. The additional income, he said, reflects spending controls, revenue restructuring and policy measures designed to stabilise public finances and lower the cost of living.

“Our reforms have not only stabilised the economy; they have put tangible money back into the hands of everyday citizens,” he told lawmakers. “We estimate that the fiscal adjustments and tax relief measures we implemented have freed-up GH¢6billion of disposable income for households across Ghana.”

President Mahama said inflation has declined and macroeconomic conditions have improved, helping to strengthen purchasing power. He added that the reforms were aimed at protecting livelihoods and promoting inclusive growth while restoring economic confidence.

The president also announced that government has secured US$250million in immediate savings after renegotiating existing Power Purchase Agreements with nine Independent Power Producers. In addition, US$1.1billion in legacy energy sector debt has been restructured for payment between 2026 and 2028.

“To address the high cost of power, government has successfully renegotiated existing power purchase agreements,” he said. “Engagement with the nine independent power producers has resulted in US$250million of immediate savings and US$1.1billion legacy debts restructured for payment between 2026 and 2028.”

The revised agreements will be submitted to parliament for ratification. President Mahama said the move is intended to ease financial pressure in the energy sector, improve efficiency and moderate electricity tariffs for households and firms.

On the external front, President Mahama attributed a sharp rise in gross international reserves to operations of the Ghana Gold Board. Reserves have climbed to US$13.8billion, equivalent to 5.7 months of import cover, from US$8.9billion at the end of 2024.

“Mr. Speaker, our reserves currently stand at US$13.8billion – up from US$8.9billion at the end of 2024. This provides 5.7 months of import cover. A major contributor to this progress has been establishment of the Ghana Gold Board,” he said.

Since its formation, the Gold Board has facilitated the export of 103 tonnes of gold over a 10-month period, generating more than US$10billion in foreign exchange earnings. The formalisation process has also increased officially recorded shipments from the artisanal small-scale mining sector, which reached 66.3 tonnes by the end of 2024.

President Mahama backed the Finance Minister’s Ghana Accelerated National Reserve Accumulation Policy, which sets a weekly gold purchase target of about 3.02 tonnes to support reserve build-up at the Bank of Ghana.

The president said the broader reform agenda is strengthening fiscal discipline. Ghana recorded a primary surplus of 2.6 percent of GDP in 2025, exceeding the 1.5 percent target, while the fiscal deficit narrowed to 3.1 percent – below the projected 3.8 percent.

“Growth means nothing without discipline,” President Mahama said, noting that reduced borrowing and improved spending controls are helping to lower interest rates and support private sector recovery.

来源：财经在线

翻译：无尽夏

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