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事关提振消费!刚刚,广东印发!
证券时报·2025-05-07 09:49

Core Viewpoint - The article discusses the implementation of a series of policies aimed at boosting domestic consumption in Guangdong Province, highlighting a comprehensive action plan with 31 specific measures to stimulate consumer spending and enhance economic growth [1][2]. Group 1: Employment and Income Support - The action plan includes initiatives to promote stable growth in wage income and expand channels for property income, encouraging listed companies to implement employee stock ownership plans [4]. - It emphasizes the importance of maintaining a healthy market environment by combating financial fraud and illegal shareholder actions, while also supporting individual investors in government bond markets [4]. Group 2: Service Consumption Enhancement - The plan aims to improve service consumption by facilitating inbound consumption and enhancing customs efficiency, particularly targeting residents from Hong Kong and Macau [5]. - It supports the development of international consumption centers in cities like Guangzhou and Shenzhen, and promotes the establishment of duty-free shops and tax refund services [5]. Group 3: Upgrading Major Consumption - The action plan proposes measures for upgrading consumption, including promoting trade-in programs for consumer goods and enhancing housing consumption through local government bonds [6]. - It sets a target to start renovating at least 600 old residential communities by 2025 and aims to expand the supply of affordable housing [6]. Group 4: Quality Consumption Improvement - The plan encourages the development of new consumption models, such as live-streaming e-commerce and the integration of artificial intelligence in various consumer sectors [7]. - It also promotes the integration of domestic and foreign trade, supporting foreign trade enterprises in building domestic brands [7]. Group 5: Consumption Environment Improvement - The action plan includes measures to optimize consumption restrictions, advocating for the removal or adjustment of existing limitations on real estate transactions and vehicle purchases [8]. - It encourages cities like Guangzhou and Shenzhen to relax vehicle purchase restrictions and promote a shift from purchase management to usage management [8]. Group 6: Consumption Data Insights - Recent data indicates that Guangdong's total retail sales of consumer goods grew by 2.5% year-on-year in the first quarter, with a notable acceleration in growth in March, reaching 5.8% [9].