Group 1 - The current economic push requires addressing consumption shortcomings as a crucial factor for growth [1] - July's CPI showed a year-on-year increase of 0%, with core CPI rising 0.8%, indicating a marginal improvement in the economy [1] - PPI remained unchanged at -3.6% year-on-year, reflecting the effectiveness of recent anti-involution measures [1] Group 2 - Economic stimulus policies rarely focus on consumption due to the lack of direct correlation between policy and consumer preferences [2] - Stimulating consumption does not effectively change consumer preferences or demand elasticity, leading to potential future demand shortages [2] - The need to shift focus from traditional investment-driven growth to creating a consumption-friendly institutional environment is emphasized [2] Group 3 - Urgent reforms in social security and healthcare are necessary to stabilize public confidence in future income and security [3] - Proposals include tax reforms for social security fees and enhancing personal pension systems to address social security gaps [3] - Market-oriented reforms and the establishment of a unified national market are essential for fostering innovation and improving investment returns [3] Group 4 - These reforms will significantly alter economic demand elasticity, making consumption a true driver of economic growth [4] - The focus should shift from utilitarian approaches to a governance model centered on public service, fostering fair competition [4] - Collaborative efforts among market participants will lead to collective wisdom, propelling economic advancement [4]
消费驱动应当走出 单纯刺激范式
Sou Hu Cai Jing·2025-08-11 16:52