我国扩大内需有巨大潜力空间 “增收入+促消费+扩投资”做强国内大循环

Core Viewpoint - China has significant potential for expanding domestic demand, driven by its status as the world's second-largest economy and a population of over 1.4 billion people [1] Group 1: Consumption Potential - The total number of automobiles in China is 353 million, and the ownership of major household appliances exceeds 3 billion units, indicating a substantial annual demand potential in the consumption sector [3] - The investment demand for equipment updates is projected to exceed 5 trillion yuan annually as high-quality development progresses, with the net value of total social equipment assets around 40 trillion yuan [3] - The artificial intelligence industry in China is expected to surpass 700 billion yuan in 2024, maintaining a growth rate of over 20% for several consecutive years, indicating expanding investment opportunities [3] Group 2: Policy Measures for Domestic Demand - The government aims to enhance domestic demand by increasing the income of middle and low-income groups, boosting consumption, and expanding effective investment [4] - A total of 1.6 billion yuan has been allocated for the second batch of consumption subsidies, with an additional 1.4 billion yuan expected to be distributed based on local payment progress [5] - New policies will support the development of the service consumption sector and the elderly care industry, alongside targeted measures for specific consumer groups [5] Group 3: Automotive Sector Initiatives - The Ministry of Commerce is focusing on automotive consumption reform, including the promotion of vehicle trade and the optimization of purchase restrictions to meet consumer demand [6] - The implementation of the vehicle trade-in policy has reportedly stimulated consumption by over 720 billion yuan, benefiting numerous foreign trade and investment enterprises [7] - More than 120 million individuals have received direct subsidies from the trade-in policy, promoting the adoption of smart, green, and fashionable consumer products [7]