扩大消费再发力：服务消费两年迎来两份重磅文件，50余个城市将建设消费“三新”试点

Core Viewpoint - The Chinese government is intensifying efforts to promote service consumption as a key driver for economic growth, with new policies aimed at expanding service consumption and addressing existing barriers [2][4][6]. Group 1: Policy Measures - On September 16, nine government departments released a document outlining 19 tasks to enhance service consumption, focusing on platform development, high-quality service supply, and financial support [2][4]. - The Ministry of Commerce plans to select around 50 pilot cities to innovate and integrate regional consumption resources, promoting a model of "one innovation, multiple linkages" [2][4]. Group 2: Economic Context - Recent macroeconomic data indicates a need for renewed focus on consumption, as growth rates in various sectors, including retail and investment, have shown signs of decline [6][7]. - In August, the total retail sales of consumer goods reached 39,668 billion yuan, with a year-on-year growth of 3.4%, reflecting a slowdown compared to previous months [6][7]. Group 3: Service Consumption Trends - Service consumption is expected to become the dominant form of consumption, with significant growth potential in areas such as entertainment, travel, and healthcare [2][5]. - The proportion of service consumption in total consumer spending is projected to rise from 46.1% in 2024 to over 50% by 2030 [5]. Group 4: Challenges and Opportunities - The effectiveness of "two new" subsidy policies is diminishing, impacting consumer demand for certain goods, particularly in the appliance and automotive sectors [7][8]. - Despite challenges, there remains a structural opportunity for service consumption growth, driven by factors such as digital economy advancements and urbanization [5][8].