海外周报：《提振消费专项行动方案》发布，期待内需消费迎来复苏-2025-03-17

Group 1 - The report highlights the release of the "Consumption Promotion Special Action Plan" by the Central Committee and the State Council, aiming to boost consumption through a comprehensive policy framework that includes income growth, consumption capacity assurance, service consumption quality improvement, and large-scale consumption upgrades [1][12]. - The plan emphasizes the importance of local implementation and cross-departmental collaboration to ensure effective outcomes, with a focus on monitoring consumption data and policy adjustments in the second quarter [1][12]. - The report notes the support for new technologies such as autonomous driving and brain-computer interfaces, promoting the integration of "AI + consumption" to foster future growth sectors like low-altitude tourism and cruise economies [1][12]. Group 2 - The exit of Deliveroo from the Hong Kong market has resulted in a duopoly between Keeta (Meituan) and Foodpanda, with Keeta capturing a 44% market share in terms of order volume as of March 2024 [2][13]. - Keeta's entry into the Hong Kong market has intensified competition, leading to Deliveroo's decision to withdraw due to prolonged profitability challenges [2][13]. - The report indicates that Keeta's strategy of offering free delivery and competitive pricing has significantly enhanced its market position in Hong Kong [2][16]. Group 3 - The National Financial Regulatory Administration has issued a notice to financial institutions to develop consumer finance, aiming to better meet the financial needs in the consumption sector and enhance public satisfaction [3][19]. - Key measures include increasing credit supply to various consumer service industries and optimizing consumer finance management to support healthy development [3][19]. - The report emphasizes that these policies are crucial for implementing the "Consumption Promotion Special Action Plan" and will require ongoing observation of their effectiveness [3][20]. Group 4 - The introduction of child-rearing subsidies in Hohhot is expected to benefit the maternal and infant industry, with specific subsidy amounts for different numbers of children [6][21]. - The report suggests that such subsidies can lower the cost of child-rearing and enhance birth rates, particularly benefiting lower-tier markets [6][24]. - Companies in the maternal and infant sector, such as Kid King and Aiyingshi, are identified as potential beneficiaries of these policies [6][24].