扩大内需的深层逻辑与战略意义——中央经济工作会议解读

Core Viewpoint - The article emphasizes the strategic importance of expanding domestic demand in China as a response to both internal and external economic challenges, positioning it as a key driver for sustainable economic growth and modernization [1]. Group 1: Strategic Logic of Expanding Domestic Demand - The strategy of expanding domestic demand is rooted in a deep understanding of the economic laws governing large nations and is a proactive response to current internal and external challenges [2]. - Expanding domestic demand aligns with the universal pattern of large economies, where internal demand typically drives growth, as evidenced by the experiences of the US, Germany, and Japan [3]. - It serves as a strategic foundation to address uncertainties in the external environment, such as rising protectionism and geopolitical risks, thereby enhancing economic autonomy and resilience [4]. - The strategy is crucial for resolving the current economic contradictions in China, particularly the mismatch between supply and demand, which has led to persistent low consumer spending and investment confidence [5]. Group 2: Multiple Significances of Expanding Domestic Demand - Expanding domestic demand is a core engine for driving high-quality economic development, as it stimulates supply upgrades and innovation [6]. - It fosters a positive interaction between "investment in people" and improvements in living standards, linking economic growth directly to social welfare [9]. - The strategy is a strategic pivot for constructing a new development pattern, enhancing domestic market strength, and improving international competitiveness [10]. - It is inherently linked to enhancing public welfare, with policies aimed at improving income, social security, and supply quality to elevate living standards [10]. Group 3: Future Pathways for Expanding Domestic Demand - Future efforts to expand domestic demand should transcend traditional stimulus approaches, focusing on a systematic and structural policy framework that integrates income growth, quality supply, smooth circulation, and security [11]. - Implementing a plan to increase income for urban and rural residents is essential to address the "ability to consume" issue, emphasizing reforms in income distribution and enhancing labor compensation [12]. - Creating high-quality supply to generate and lead new demand is necessary to resolve the structural mismatch between supply and demand, particularly in the service sector [13]. - Building a unified national market is crucial to eliminate barriers to consumption and enhance market efficiency [14]. - Coordinating "investment in people" with macroeconomic policies is vital to stabilize consumer confidence and spending expectations [16]. Conclusion - Expanding domestic demand is a strategic necessity for China to leverage its large market advantages, adhere to economic laws, and pursue high-quality development, requiring profound reforms in income distribution, market unification, and service sector openness [17].