刘世锦：建议“十五五” 期间大幅增加离岸人民币数量，实现人民币国际化使用的“规模经济” | 和讯2025年会

Core Insights - The conference focused on finding solutions for China's economic challenges, emphasizing the need for a stronger consumer economy [1] Group 1: Consumer Economy Development - Liu Shijun highlighted three key points for building a strong consumer economy in China: aligning consumption with GDP, focusing on service consumption, and creating the largest consumer market globally [3] - The urgent need to address structural consumption gaps was emphasized, aiming to align China's consumption-to-GDP ratio with international standards [3] - Development of service consumption, particularly human capital investment in education, healthcare, and social security, is crucial for innovation-driven growth [3] Group 2: Internationalization of the Renminbi - China accounts for 30% of global manufacturing and is the largest goods exporter, yet its currency's internationalization remains limited [4] - A significant strategy to enhance the international status of the Renminbi involves increasing offshore Renminbi supply to achieve "scale economy" in its usage [4] - By balancing imports and exports while using Renminbi for payments, China could potentially expand its offshore Renminbi market significantly, from over 1 trillion to more than 7 trillion Renminbi [4]