“十五五”如何扩内需:一个关键调整,三大发力方向
Zhong Guo Xin Wen Wang·2025-10-28 05:18

Core Viewpoint - The "15th Five-Year Plan" emphasizes the strategic importance of expanding domestic demand, shifting from a supply-driven model to one that prioritizes new demand and high-quality supply [1][2]. Group 1: Strategic Adjustments - The "15th Five-Year Plan" suggests a significant increase in fiscal investment in areas such as childbirth, education, elderly care, and consumption subsidies to boost domestic demand [1]. - The policy shift indicates a transition from "supply-led demand creation" to "new demand leading new supply" [1]. Group 2: Key Focus Areas - The first focus area is to expand service consumption, with an emphasis on enhancing service quality and accessibility through opening up service sectors and reducing entry barriers [2]. - The second focus area involves upgrading goods consumption, moving from quantity saturation to quality enhancement, with new technologies creating high-growth consumption opportunities [3]. - The third focus area is to facilitate a unified national market by removing barriers and local protectionism, which will enhance economic development [4][5]. Group 3: Government Investment and Social Welfare - The plan aims to optimize government investment structures, increasing the proportion of investments in social welfare to improve public services and reduce household consumption burdens [3]. - Enhancing rural residents' income and pension systems is highlighted as a short-term measure to effectively expand domestic demand [3].