用好假日消费窗口效应

Core Viewpoint - The central economic work conference emphasizes "domestic demand as the main driver" and outlines key measures to boost consumption, highlighting the importance of expanding domestic demand and promoting consumption in the current economic environment [1] Group 1: Consumption Market Performance - The consumption market during the 2026 New Year holiday showed strong performance with 590 million cross-regional movements, 142 million domestic trips, and a total tourism expenditure of 84.789 billion yuan, reflecting the resilience of the economy and the potential of holiday consumption as a key driver for domestic demand [1] Group 2: Policy and Market Interaction - The "opening red" of the New Year consumption market is attributed to the synergy between policy support and market confidence, including a 62.5 billion yuan subsidy for replacing old consumer goods and various local initiatives to stimulate consumption [2] - The combination of "policy support + market innovation" has strengthened consumer confidence and activated consumption dynamics, indicating the need to align policies with market demands for sustained consumption recovery [2] Group 3: Supply and Demand Dynamics - The core of promoting consumption lies in the precise alignment of supply and demand, with an increasing emphasis on personalized, quality, and experiential consumer needs, necessitating a focus on enhancing supply quality rather than short-term stimulation [3] Group 4: Diversifying Consumption Scenarios - Innovating diverse consumption scenarios is crucial for expanding holiday consumption space, with successful examples during the New Year holiday including immersive and interactive experiences that enhance consumer engagement [4] - There is a need to integrate traditional culture with modern consumption elements to create unique products and extend consumption opportunities from daytime to nighttime and from distant to local areas [4] Group 5: Quality Supply Enhancement - Increasing the supply of quality goods and services is essential for improving holiday consumption quality, addressing mismatches in supply and demand for high-end products and services [5] - Companies are encouraged to focus on green, intelligent, and high-end directions in product development, while also enhancing service quality in key sectors like tourism and dining [5] Group 6: Policy Implementation Optimization - Optimizing the implementation of consumption-boosting policies is vital for solidifying the foundation of holiday consumption, with a focus on precision, efficiency, and convenience in subsidy distribution [6] - Enhancing market regulation and ensuring consumer rights are protected are fundamental to building a trustworthy consumption environment [7] Group 7: Future Directions - The consumption boom during the 2026 New Year holiday sets a positive tone for the year ahead, indicating that leveraging holiday consumption can drive systemic changes in supply [7] - Continuous collaboration between supply and demand is necessary to sustain the vitality of holiday consumption and strengthen the consumption engine [7]