政策合力下，锚定服务消费增长新引擎

Group 1: Economic Trends - From 2020 to 2024, the CAGR of per capita service consumption in China is approximately 9.6%[1] - By 2024, service consumption is expected to account for 46.1% of per capita consumption[1] Group 2: Policy Initiatives - The "Consumption Boost Special Action Plan" aims to enhance income and reduce burdens on residents[1] - Key measures include extending unemployment insurance and promoting employment for targeted groups[1] Group 3: Consumption Environment - The meeting emphasized addressing issues related to credit, standards, and safety management in the service sector[1] - Future policies will focus on breaking information silos and improving standards in online service platforms[1] Group 4: New Growth Points - The government plans to support new service consumption growth areas, particularly in elderly care, cultural tourism, and sports events[1] - Emerging sectors like smart elderly care and ice and snow economy are expected to become new growth drivers[1] Group 5: Investment Recommendations - The expansion and quality improvement of service consumption in China is a confirmed trend[1] - Investment opportunities are recommended in sectors like elderly care, ice and snow economy, and AI-driven services[1] Group 6: Risk Factors - Potential risks include lower-than-expected consumer willingness to spend, delayed policy implementation, and increased industry competition[1]