消化存量房产！国办发布12条促进服务消费政策，鼓励地方财政支持旅居项目用地

Core Insights - The article discusses the emergence of a new consumer group known as "migrant seniors," who are increasingly engaging in service consumption, particularly in travel and leisure sectors, as a response to government initiatives aimed at boosting service consumption and revitalizing the real estate market [2][4]. Group 1: Government Initiatives - The State Council has issued a plan to accelerate the cultivation of new growth points in service consumption, proposing 12 measures to promote travel and residence services, including the development of destination cities and infrastructure improvements [2]. - In September 2025, nine departments jointly released policies to expand service consumption, outlining 19 tasks and selecting around 50 cities for pilot programs to explore innovative developments in the service consumption sector [3]. Group 2: Service Consumption Growth - Service consumption is characterized by high frequency, strong multiplier effects, and sustainable growth, playing a crucial role in expanding domestic demand and enhancing public welfare [4]. - By 2025, service retail sales are projected to grow by 5.5%, with per capita service consumption expenditure increasing by 4.5%, accounting for 46.1% of total per capita consumption expenditure [4]. Group 3: Real Estate Market Dynamics - The development of travel services is uniquely positioned to address the issue of excess real estate inventory, aligning with government policies aimed at "digesting inventory and optimizing increments" in the real estate market [5]. - The government encourages the utilization of idle rural land and properties, with a focus on transforming them into operational assets that generate cash flow, thereby supporting the real estate market and expanding domestic demand [6]. Group 4: Challenges and Opportunities - Current challenges in the travel service sector include product homogeneity, lack of local elements, inadequate facilities, and poor hygiene standards, which need to be addressed to enhance consumer experience [6]. - The integration of travel services with real estate revitalization can lead to a shift in industry focus from "development and sales" to "long-term operations," fostering new growth points in related industries such as renovation, home services, and cultural tourism [6].