关于扩大服务消费的若干政策措施的学习体会

Policy Measures - On September 16, nine departments jointly issued policies to expand service consumption, focusing on five key areas: cultivating service consumption platforms, enriching high-quality service supply, stimulating new consumption, enhancing financial support, and improving statistical monitoring systems[2] - The report outlines 19 specific measures aimed at promoting the quality and expansion of service consumption, thereby unleashing domestic demand potential[2] Industry Insights - In the cultural and tourism sector, the added value of cultural and related industries reached CNY 5.95 trillion in 2023, while tourism and related industries added value was CNY 5.48 trillion[2] - Domestic travel is projected to reach 5.615 billion trips in 2024, with total consumption expected to hit CNY 5.75 trillion[2] - The sports industry is anticipated to grow significantly, with a focus on introducing high-quality international sports events and fostering grassroots sports events like "Village Super" and "Su Super" to create new consumption growth points[2] Investment Recommendations - Service retail sales are expected to grow by 6.2% year-on-year in 2024, outpacing goods retail sales by 3 percentage points[2] - Per capita service consumption expenditure is projected to increase by 7.4%, contributing 63% to overall per capita consumption growth[2] - Investment focus areas include "new" cultural tourism projects, quality sports event IPs, and long-term care insurance-related enterprises in the elder care sector[2] Risk Factors - Potential risks include slower-than-expected policy progress, lower-than-expected economic growth, and weaker-than-expected consumer sentiment recovery[2]