对话滕泰：建议国补资金规模提高至万亿，最好直接补贴到个人

Group 1 - The core economic goal for 2026 is to boost consumption, which significantly contributed over 50% to GDP in 2025, with retail sales exceeding 50 trillion yuan [3][6] - The "Labubu" phenomenon represents a new trend in emotional consumption, indicating a shift in consumer behavior towards valuing soft attributes of products [7][10] - The government is implementing a new round of consumption subsidies, particularly for durable goods, to stimulate market activity and ensure policy benefits are realized [9][10] Group 2 - The contribution rate of final consumption to GDP reached 52% in 2025, indicating that consumption plays a crucial role in stabilizing the economy [6][10] - There is a call for increasing the scale of national subsidies to 1 trillion yuan to enhance their effectiveness in boosting consumption [8][10] - The focus on service consumption is highlighted as a gap in China's economic structure, with a recommendation to include service subsidies in the national policy framework [11][14]