——政策周观察第57期：\十五五\扩内需，如何部署？

Group 1: Macroeconomic Strategy - The article emphasizes the need to boost domestic consumption, noting that China's consumption rate lags behind developed countries by 10-30 percentage points, particularly in service consumption[1] - Short-term measures include optimizing supply and reducing restrictions to enhance the availability of quality consumer goods and services[1] - Long-term strategies focus on increasing residents' income and improving the share of labor remuneration in national income distribution[1] Group 2: Investment Expansion - The report advocates for effective investment expansion, particularly in infrastructure, while maintaining a balance to avoid excessive investment[2] - Key investment areas include urban renewal, strategic transportation corridors, new energy systems, and major water conservancy projects[2] - The government plans to implement significant projects in consumer-related sectors, such as elderly care and health services, to support consumption[2] Group 3: Policy Developments - A recent plan aims to create three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots by 2027, focusing on areas like elderly products and smart connected vehicles[2] - The government has allocated 700 billion yuan and 800 billion yuan in special bonds for "hard investment" projects in the past two years[2] - The report highlights the importance of enhancing the efficiency of investment returns and addressing the issues of "heavy investment, light returns" in certain sectors[2]