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国常会重磅部署!
证券时报·2025-07-16 13:39

Group 1: Domestic Circulation and Consumption - The meeting emphasized the importance of strengthening domestic circulation as a strategic move for stable economic growth, focusing on key action points to boost consumption [1][4] - Specific measures include implementing special actions to stimulate consumption, removing unreasonable restrictions on consumer spending, and optimizing the trade-in policy for consumer goods [4][5] - The government aims to enhance investment in new production capabilities and emerging service industries to fully unleash domestic demand potential [4] Group 2: New Energy Vehicle Industry - The meeting addressed the need to regulate the competitive order within the new energy vehicle (NEV) industry, which has been experiencing irrational competition [2][7] - Measures proposed include strengthening cost investigations, price monitoring, and ensuring compliance with payment commitments from major automotive companies [7] - The focus is on establishing a long-term mechanism for fair competition and encouraging technological innovation to enhance competitiveness [7][8] Group 3: Service Consumption - Service consumption is identified as a key area for boosting overall consumption and expanding domestic demand, with a significant emphasis on improving supply in this sector [5] - The People's Bank of China has allocated 500 billion yuan for service consumption and elderly care loans to support high-quality supply in sectors like hospitality, tourism, and education [5] - Experts suggest that relaxing restrictions such as car purchase limits could effectively release consumer potential and stimulate spending [5][6]