事关14亿人经济安全！不止花钱，这次“扩大内需”瞄准了三个痛点

Core Viewpoint - The article emphasizes "expanding domestic demand" as a strategic initiative comparable to previous concepts like "housing for living" and "self-reliance in technology," highlighting its significance for macroeconomic direction and individual financial security [1][4]. Summary by Relevant Sections Economic Context - The article identifies the limitations of current consumption-boosting measures, which often lead to temporary demand release rather than sustainable growth. It notes that the total retail sales of consumer goods reached a historical low in November 2025, indicating a "stimulus fatigue" in consumption [2]. - It argues that the core issue is not a lack of desire to consume but rather constraints related to income and concerns about future expenses, such as healthcare and retirement [2]. Domestic Demand Strategy - The concept of "expanding domestic demand" is presented as a comprehensive approach that includes consumption, investment, and financial needs, forming a "demand triangle" rather than merely focusing on spending [2][4]. - The article asserts that a strong domestic demand is essential for economic stability, especially in light of global uncertainties that can impact export-driven economies [4]. Policy Recommendations - The article proposes two main solutions: ensuring "income-supported consumption" and promoting "investment with reasonable returns" [5]. - For income-supported consumption, it emphasizes the importance of stable employment and improved social security systems to alleviate concerns that hinder consumer spending [6]. - It suggests that income distribution reform is crucial for expanding the middle-income group, which would enhance stable consumption power [6]. Investment Focus - The article highlights the need for investment strategies that prioritize efficiency and returns, advocating for a shift from traditional infrastructure investments to high-tech and human capital investments [8]. - It calls for local government reforms in consumption tax to align fiscal incentives with consumer activity, thereby encouraging a shift from manufacturing to enhancing public services [8]. Broader Implications - The article clarifies that expanding domestic demand is not about encouraging luxury consumption for the wealthy but about ensuring that the majority have stable incomes and security in education, healthcare, and retirement [9]. - It posits that this strategy complements technological advancements by stabilizing employment and income distribution, creating a cycle of economic growth that benefits the general population [11].