聚焦进博｜提振中国消费，政商学界虹桥发声

Core Insights - The forum emphasized the importance of boosting consumption in China as a key driver for global economic growth, focusing on policy barriers and open sharing as dual engines for this initiative [1][12] - The goal during the "14th Five-Year Plan" period is to significantly increase the consumption rate, which was approximately 55% in 2020, compared to around 80% in developed countries [1][3] Policy Recommendations - A combination of policies is needed to address short-term consumption issues and restore consumer confidence, income, and assets [3] - Structural reforms in income distribution and a robust social safety net are crucial for enhancing consumption [3] - Rapid implementation of counter-cyclical policies alongside structural reforms is necessary to stimulate consumption [3] Economic Outlook - Experts predict that in five years, China's economy will achieve higher income levels and a more balanced demand structure, optimizing the balance between government investment, household consumption, and private sector investment [3][4] - The transition from an investment-driven economy to one led by domestic services and consumer spending is essential for sustainable growth [4] Consumer Trends - There is a notable shift in consumer preferences towards AI and environmentally friendly products, with domestic brands gaining popularity due to their cost-effectiveness and cultural relevance [9][11] - The luxury goods market is witnessing a change in consumer attitudes, focusing more on self-expression and sustainability, with a younger demographic driving this trend [11] Industry Insights - The AIPC (AI Personal Computing) market is projected to grow significantly, from $610 billion in 2025 to $9,920 billion by 2035, with a compound annual growth rate of 32.16% [8] - The automotive market is experiencing a shift towards electric vehicles, with expectations that by 2030, over 60% of sales will be from new energy vehicles [11] Conclusion - The forum concluded that breaking down policy barriers, building a unified national market, and activating new consumption scenarios are vital for stimulating both the Chinese and global markets [12]