视频|中泰国际首席经济学家李迅雷：加大传统消费不现实 聚焦“老龄化”和“新消费”

Core Insights - The 2025 Analyst Conference highlighted the importance of building a strong domestic market and boosting consumption, which is increasingly influenced by demographic trends such as aging populations and new consumption patterns [1][2]. Group 1: Domestic Market and Consumption - The focus on consumption has shifted from traditional definitions to considerations of aging demographics and emerging consumption trends [2]. - A comparison between China and Western countries shows that China's per capita consumption has surpassed that of Western nations [2]. - The example of the traditional liquor industry illustrates this shift: China's liquor consumption dropped from 15 million tons a decade ago to only 4 million tons now, indicating that relying solely on traditional consumption for growth is unrealistic [2]. - Future consumption stimulation strategies must align with the realities of an aging population and the changing habits of younger consumers [2].