让中国消费成为全球增长的稳定器和加速器,全球政商学界发出大力提振消费“虹桥声音”
Di Yi Cai Jing·2025-11-07 10:46

Group 1 - The forum focused on boosting consumption in China and transforming its market potential into global economic growth opportunities [1][15] - The Chinese government aims to increase the consumption rate significantly during the 14th Five-Year Plan, with a target of reaching around 80% similar to developed countries [3][4] - Liu Yuanchun proposed a combination of short-term and medium-term policies to address low consumption rates, emphasizing the need for structural reforms and improved social security systems [4][6] Group 2 - Michael Spence highlighted the need for transitional demand-side policies to shift from investment-driven growth to consumption-led growth, predicting a more balanced economic structure in five years [6][7] - Lu Ming pointed out the structural opportunity in the service sector, advocating for adjustments to enhance consumption as a growth driver [7] - Ye Guofu discussed the rise of interest-based consumption and the globalization of Chinese IP, aiming to lead 100 Chinese IPs to the global market in the next decade [9] Group 3 - Sara Kamp emphasized that AI PCs will become a new growth point for consumption, predicting a significant market expansion from $610 billion in 2025 to $992 billion by 2035, with a compound annual growth rate of 32.16% [11] - The contribution of consumption to China's economic growth is around 60%, with retail sales expected to exceed 50 trillion yuan by 2025 [13] - The discussion highlighted the need to break down policy barriers to consumption and create new market opportunities to stimulate consumer willingness and capability [13][15]