【理响中国·铿锵有理|经济向好有底气】中国消费赶“潮”迎“新”

Core Insights - The article emphasizes the importance of boosting consumption and improving investment efficiency to expand domestic demand comprehensively, aligning with the goals of the 14th Five-Year Plan and the upcoming 15th Five-Year Plan [1][10] Group 1: Consumption Trends - Over 66 million consumers participated in the "old-for-new" program for 12 categories of home appliances, resulting in the purchase of over 100 million units [5] - The contribution rate of final consumption expenditure to GDP growth reached 52% in the first half of the year, highlighting consumption's role as a key driver of economic growth [5] - The shift in consumer behavior from merely purchasing goods to valuing quality and experience is evident, with service consumption growing faster than goods consumption [6] Group 2: Demographic Shifts - The Z generation has emerged as a major consumer group, focusing on personal value and emotional satisfaction in their purchasing decisions [7] - The elderly population (aged 60 and above) now accounts for 22% of the total population, possessing significant economic resources and a strong desire for knowledge and experiences, thus contributing to market growth [7] - There is a notable demand gap in county-level consumption, driven by rising income levels and the return of populations to rural areas, alongside the increasing interest of urban residents in rural experiences [7] Group 3: Policy Implications - The government aims to enhance consumption and investment efficiency through macroeconomic policies that increase disposable income and reduce financial burdens on consumers [10] - Structural reforms on the supply side are necessary to optimize products and innovate services, thereby meeting and stimulating consumer demand [10]