专家建言明年继续实施“国补”，额度可增至5000亿元

Core Viewpoint - The continuation of the "National Subsidy" policy for consumer goods in 2024 is strongly recommended by experts, with suggestions to increase the funding from 300 billion to 500 billion yuan to further stimulate consumption and support economic growth [1][3][4]. Group 1: National Subsidy Policy - The "National Subsidy" for replacing old consumer goods is set to end this year, and experts advocate for its continuation next year, potentially increasing the budget to 500 billion yuan [1][3]. - In 2024, 150 billion yuan of special long-term bonds will be issued to support the "National Subsidy" program, with the amount increasing to 300 billion yuan in 2025 [1]. - The Ministry of Finance allocated 69 billion yuan for the fourth quarter of this year as part of the "National Subsidy" funding [1]. Group 2: Impact on Consumer Behavior - From January to November this year, the "National Subsidy" program has driven sales of related products exceeding 2.5 trillion yuan, benefiting over 360 million people [2]. - The program has led to significant sales in various categories, including over 11.2 million cars and over 12.8 million home appliances being replaced [2]. - Due to high consumer enthusiasm, the subsidy funds have been rapidly consumed, with at least 20 cities suspending or adjusting their subsidy applications [2]. Group 3: Future Recommendations - Experts suggest that the funding for the "National Subsidy" should be increased to 800 billion yuan in 2025 to address ongoing consumer demand [3]. - Recommendations include shifting the focus of subsidies from goods to service consumption and introducing cash and digital currency subsidies [3][4]. - The current economic environment indicates a need for continued support for consumer spending to avoid a significant decline in retail sales growth [4][5].