以确定性政策托举信心 让百姓“有钱花、敢花钱” | 措施如何精准触达？解读↓

Group 1 - The core objective of China's economic work for 2026 is to prioritize domestic demand and build a strong domestic market, as highlighted in the recent Central Economic Work Conference [1] - China's total import and export value reached 41.21 trillion yuan in the first 11 months of 2025, marking a year-on-year increase of 3.6%, with a trade surplus exceeding 1 trillion USD for the first time [1][3] - The trade surplus of over 1 trillion USD is the highest in history, showcasing China's irreplaceable role in the global industrial chain and international economic landscape [3] Group 2 - Exports to the US decreased by 18.9% year-on-year, while exports to ASEAN and the EU increased significantly, compensating for the decline in US exports [3] - Private enterprises have become the mainstay of foreign trade, with their import and export value reaching 23.52 trillion yuan, a year-on-year increase of 7.1%, accounting for 57.1% of China's total foreign trade [4] - The import growth was only 0.2%, indicating weak domestic demand, which the Central Economic Work Conference emphasized needs to be addressed [4] Group 3 - The current economic challenge is characterized by strong supply but weak demand, leading to a mismatch that affects both businesses and consumers [7][9] - The final consumption rate is 56.6% of GDP, which is still significantly lower than the 80% rate in developed countries, indicating a large gap and potential for growth [7] Group 4 - The Central Economic Work Conference emphasized the need to shift from price competition to quality competition to address supply-demand mismatches [11][13] - A plan to enhance consumer spending and optimize the supply structure of consumer goods is set to be implemented by 2027, aiming to create significant consumption sectors [13][14] Group 5 - The new policy aims to implement a comprehensive income increase plan for urban and rural residents, moving beyond just supporting low-income groups [16][21] - Experts suggest that improving basic public services and investing in education, healthcare, and elderly care will enhance consumer capacity, particularly for low-income groups [23] Group 6 - The stability of the real estate market is crucial for consumer confidence, with measures proposed to stabilize the market and encourage the acquisition of existing properties for affordable housing [25]