国务院重磅会议！为下半年经济工作“划重点”

Economic Recovery and Growth Strategy - The State Council meeting emphasized the need to consolidate and expand the positive momentum of economic recovery, aiming to achieve annual economic and social development goals [1] - The meeting highlighted the importance of domestic circulation to counter uncertainties in international circulation, focusing on stimulating consumption and stabilizing the real estate market [1] Consumer Market Dynamics - The consumer market in China has shown a positive recovery, contributing 52% to the 5.3% GDP growth in the first half of the year, making consumption the primary driver of economic growth [2] - Policies such as trade-in programs and potential nationwide birth subsidies are expected to further stimulate consumption, reflecting the central government's commitment to boosting domestic demand [2][3] - Experts suggest that enhancing consumer confidence and capability through financial support and social security improvements will be crucial for sustainable consumption recovery [2] Policy Measures for Consumption - Recent implementation of two interest subsidy policies in the consumption sector, along with existing trade-in policies, is expected to further invigorate the consumer market [3] - The meeting called for the development of new consumption sectors, such as the "silver economy" and "ice and snow economy," to meet diverse consumer needs and create new market dynamics [3] Removal of Consumption Restrictions - The meeting addressed the need to systematically eliminate restrictive measures in the consumption sector, which have been identified as barriers to domestic demand growth [4] - Experts advocate for a more consumer-friendly environment by removing administrative restrictions that hinder consumption and promoting equal participation in market activities [5] Real Estate Market Stabilization - The meeting underscored the importance of stabilizing the real estate market, which is seen as a significant component of consumer spending and economic stability [6] - Policies aimed at supporting the real estate market, such as optimizing purchase restrictions and increasing housing subsidies, are anticipated to be implemented in more cities [6][7] Urban Renewal Initiatives - The meeting reiterated the significance of urban renewal, particularly in improving living conditions in urban villages and old housing, to stimulate housing demand [7] - Measures to enhance housing affordability for families, including increased loan limits and subsidies for green buildings, are expected to lower barriers to homeownership [7]