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打通供给与消费的双向堵点
Jing Ji Wang·2025-05-16 08:20

Core Viewpoint - The strategic value of China's super-large market advantage is increasingly prominent as global tariff disputes intensify and foreign trade exports face pressure. A combination strategy of "enhancing consumption capacity, upgrading the supply system, guiding demand precisely, and optimizing the market's two-way communication mechanism" is proposed to create a virtuous cycle of "demand driving supply and supply creating demand," thereby transforming this market advantage into economic resilience and laying a solid foundation for autonomous development in an open economy [1]. Group 1: Supply and Demand Dynamics - The interaction between supply and demand is crucial for smooth economic circulation, with effective supply stimulating consumer willingness. Supply optimization must align with demand upgrades and market changes to drive economic transformation and upgrade [2]. - Expanding domestic demand is essential for supporting the domestic circulation, enhancing economic growth through releasing consumer potential and expanding investment space [2]. Group 2: Addressing Blockages - Four key blockages exist in expanding domestic demand and supply: insufficient consumer confidence and limited purchasing power, severe "involution" on the supply side leading to uncontrolled product quality, lack of information flow between supply and demand, and structural imbalances due to mismatches [3]. - Solutions include releasing consumer potential, creating demand, smoothing internal circulation, and addressing "involution" competition to promote economic development and industrial upgrading [3]. Group 3: Activating Consumer Demand - To activate consumer demand, China should focus on consumption upgrades by improving the social security system and reforming the labor market to cultivate internal growth drivers for the consumer market [5]. - Key breakthroughs involve addressing livelihood pain points, particularly in core areas like pension and healthcare, and ensuring that labor income growth keeps pace with overall productivity increases [6]. Group 4: Enhancing Supply Quality - Focusing on high-quality supply and guiding the creation of new demand is essential. This includes innovating consumption scenarios and developing new consumption models such as nighttime and holiday economies to release more consumer potential [6]. - The traditional supply constraints must be overcome by implementing "industrial reconstruction projects" and utilizing industrial internet technologies to transform traditional industries into "product + service" solutions [6]. Group 5: Improving Information Flow - Strengthening the quality supervision system and establishing a unified quality standard and certification system are necessary to enhance market transparency and protect consumer rights [7]. - A real-time data feedback system connecting e-commerce, logistics, and manufacturing should be established to support small and medium enterprises in adjusting production structures based on market demand [7]. Group 6: Restructuring Competitive Environment - A value competition system guided by technological premiums should be established to prevent "involution" and promote a healthy competitive ecosystem [8]. - The government and industry associations should lead efforts to replace price competition with value competition, fostering a symbiotic environment among enterprises [8].