刘世锦:建议实施进出口基本平衡的新战略 加快人民币国际化进程
Xin Lang Cai Jing·2026-01-17 04:21

Core Viewpoint - China needs to implement a new strategy for balanced imports and exports, increasing imports settled in RMB while maintaining export competitiveness and a significant trade surplus [1][2] Group 1: Economic Strategy - The goal for the 14th Five-Year Plan period should be to build a strong consumer economy, which will play a foundational role in achieving growth targets and support actual growth rates through human capital enhancement [1] - There is an urgent need to address structural consumption gaps, as China cannot yet be considered a major consumer nation relative to its development stage and economic scale [1] Group 2: Focus on Service Consumption - Emphasis should be placed on developing service consumption, particularly developmental consumption, which can be viewed as both consumption and investment in human capital [1] - Investment in education, healthcare, and social security is essential for improving human capital, aligning with the demand for innovation-driven growth [1] Group 3: RMB Internationalization - China, being the world's largest goods exporter, has a significant gap in the internationalization of the RMB that needs to be narrowed during the 14th Five-Year Plan [2] - A new strategy for balanced imports and exports is necessary to increase the use of RMB for imports, thereby enhancing the international status of the currency [2] - Expanding the offshore RMB financial product ecosystem, including bonds, stocks, funds, and derivatives, will increase RMB liquidity and usability, promoting reasonable appreciation of the currency [2]

刘世锦:建议实施进出口基本平衡的新战略 加快人民币国际化进程 - Reportify