扩大内需关系战略全局

Group 1 - The core viewpoint emphasizes that expanding domestic demand is a strategic move for economic stability and security, not just a temporary measure, especially given the rising complexity and uncertainty in the external environment [2] - The World Trade Organization (WTO) predicts that global merchandise trade volume growth will slow to 0.5% by 2026, significantly below historical averages, which complicates the stable operation of China's economy [2] - Both the central government and Jiangsu Provincial Economic Work Conference prioritize expanding domestic demand as the main focus for this year's economic work [2] Group 2 - From the consumption perspective, actions to boost consumption should focus on high-quality supply of goods and services while also enhancing residents' consumption capacity [3] - Consumption has consistently contributed over 50% to Jiangsu's economic growth, with total consumption remaining at a leading position nationwide [3] - To fundamentally expand consumption, a long-term plan for increasing urban and rural residents' income should be implemented, alongside improvements in fertility, healthcare, and education support to gradually enhance consumer expectations [2][3] Group 3 - From the investment perspective, domestic demand includes livelihood investment, manufacturing investment, and real estate investment, with a focus on utilizing central policies like special bonds and major projects to drive investment in weak areas of livelihood security [3] - Emphasis on urban renewal is crucial to compensate for the shortfall in real estate investment, especially as urbanization rates are already high [3] - Encouraging private investment towards new productive forces and high-quality services is essential for effectively expanding domestic demand [3] Group 4 - There is a consensus that reform is necessary to drive domestic demand expansion, with local governments needing to shift resources from attracting investment to incentivizing resident consumption and from infrastructure investment to welfare investment [3] - Building a unified national market is seen as a key institutional approach to address these challenges, facilitating smooth flow of goods and services nationwide [3] - By implementing unified market rules and standardized infrastructure, transaction costs can be reduced, and the potential for domestic consumption can be fully released [3]