刺激消费要有三个支点
Sou Hu Cai Jing·2026-01-03 15:50

Group 1 - The core argument emphasizes that stimulating consumption is conditional, primarily reliant on job security and stable income expectations, especially in major cities where families face significant financial burdens [2][3] - Employment is identified as the first pillar for expanding domestic demand, with a need for GDP growth to maintain tax bases and support increasing household expenditures [3][4] - The discussion around wealth distribution highlights the government's role in fiscal policy, with a current social spending ratio of 53% compared to the 70% target set during the Two Sessions, indicating a need for increased social security to support consumption [4][6] Group 2 - Increasing income is recognized as the second pillar for stimulating consumption, suggesting that without stable employment and income expectations, consumption incentives may be ineffective [5][6] - The upcoming year is projected to see a significant increase in consumption subsidies, but the effectiveness of these measures will depend on job stability and social security, rather than solely on subsidies [6][7] - Social security is identified as the third pillar for stimulating consumption, underscoring its importance in providing a safety net for consumers during economic downturns [7]