2026展望 内需篇/供需协同发力 让百姓能消费敢消费

Group 1 - The core viewpoint emphasizes that "insisting on domestic demand as the main driver" is a priority task for 2026, focusing on building a strong domestic market amid rising external uncertainties [1] - Data shows that from January to September 2025, final consumption expenditure contributed 53.5% to China's economic growth, an increase of 9 percentage points compared to the previous year [1] - Experts predict that policies aimed at increasing disposable income, promoting high-quality consumption upgrades, and improving social security systems will continue to activate consumption potential [1][2] Group 2 - The construction of a complete domestic demand system involves enhancing product and service quality, expanding the middle-income group, and optimizing income distribution to boost consumption capacity [2] - The insistence on domestic demand does not imply a contraction of openness; rather, it aims to strengthen the domestic market to attract global resources and foreign investment [3] - In the first 11 months of 2025, China's goods trade surplus reached $1.08 trillion, marking a historic milestone [4] Group 3 - The average contribution rate of domestic demand to economic growth from 2021 to 2024 was 86.4%, with a projected annual growth rate of 5.5% [4] - Service consumption is becoming a significant growth point for expanding domestic demand, supported by policies such as urban renewal and major project construction [4] - International organizations like the IMF and World Bank have raised their economic growth forecasts for China in 2025, indicating resilience in the economy [5]