下半年新型消费值得期待

Group 1 - The core viewpoint of the news is that the National Development and Reform Commission (NDRC) emphasizes the importance of stabilizing employment and expanding domestic demand as key focuses for policy development in the second half of the year, indicating a structural opportunity in the consumption market with new consumption becoming a new engine for economic growth [1][2] - The NDRC's policy design focuses on building a long-term mechanism for consumption rather than relying solely on short-term stimulus measures like subsidies and consumption vouchers, highlighting a shift towards a model of "investment first, consumption follows" to create a virtuous cycle of investment, employment, income, and consumption [1][2] - The policies will also aim to expand domestic demand comprehensively, combining the promotion of consumption with the development of new productive forces, particularly in the new consumption sector, which is expected to open new avenues for growth in the consumption market [2] Group 2 - The Ministry of Industry and Information Technology (MIIT) plans to implement strategies to expand domestic demand and solidify the industrial economy, focusing on enhancing the adaptability of consumer goods supply and demand, and accelerating the development and application of technologies such as artificial intelligence terminals and drones [2] - The emphasis on new productive forces and new consumption indicates that a new economic momentum is emerging, which presents significant opportunities for companies that can align with these policies and invest in new consumption sectors [2] - The new consumption market is anticipated to be promising in the second half of the year, suggesting that companies should seize the policy window to position themselves advantageously in the evolving market landscape [3]