“对外开放，对内放开” 服务消费激励政策呼之欲出

Group 1: Service Consumption Policy Support - The Ministry of Commerce plans to introduce several policy measures in September to expand service consumption, utilizing fiscal and financial tools to enhance service supply capacity and stimulate new service consumption growth [1] - The focus will be on increasing high-quality service supply through "opening up externally and internally," with pilot programs in telecommunications, healthcare, and education [1] - New consumption models such as inbound consumption, AI+consumption, and IP+consumption will be promoted, alongside diverse local consumption promotion activities [1] Group 2: Sports Consumption Potential - The State Council has issued an opinion to release sports consumption potential, aiming for the sports industry to exceed 7 trillion yuan by 2030 [2] - The sports industry has shown significant growth, with a total scale of 3.67 trillion yuan in 2023, growing at an annual rate of 10.3% [2] - The opinion outlines 20 measures to enhance sports product supply, stimulate demand, and support the growth of sports enterprises [2][3] Group 3: Challenges in Service Consumption - The service consumption sector faces challenges, including insufficient supply in high-demand areas such as elderly care and childcare, with low enrollment rates compared to OECD averages [5] - The quality of service supply is also a concern, with an oversupply of low-end and homogeneous services, while specialized and personalized services are lacking [6] - Companies in the service sector are experiencing profitability issues, with many emerging consumption areas still exploring viable business models [6] Group 4: Financial and Fiscal Measures - The upcoming policies will leverage fiscal and financial measures to stimulate service consumption, including a 500 billion yuan loan facility for service consumption and elderly care [7] - Financial policies will focus on improving high-quality service supply to create effective demand and unlock consumption growth potential [7] - Fiscal policies can enhance service consumption willingness and capacity by reducing resident burdens and improving supply quality through tax system optimization and increased transfer payments [8]