郑栅洁撰文!详解“十五五”时期扩大内需面临的新形势新要求
券商中国·2025-10-31 11:03

Core Viewpoint - The article emphasizes the importance of expanding domestic demand as a strategic foundation for economic growth during the 14th Five-Year Plan period, highlighting the need for effective policies and projects to stimulate consumption and investment [1][4]. Group 1: Domestic Demand as Economic Driver - Domestic demand has become the main driving force and stabilizing anchor for economic growth, contributing an average of 93.1% to economic growth from 2013 to 2024, with final consumption and capital formation contributing 55% and 38.1% respectively [2]. - The structure of consumption and investment is continuously upgrading, with the share of service consumption in per capita expenditure rising from 39.7% in 2013 to 46.1% in 2024, and online retail sales of physical goods increasing from 10.8% in 2015 to 26.8% in 2024 [2]. Group 2: New Requirements for Expanding Domestic Demand - The 14th Five-Year Plan has provided effective experiences in expanding domestic demand, combining it with improving supply advantages and deepening reforms [4]. - The 15th Five-Year Plan period is crucial for achieving socialist modernization, requiring a focus on expanding domestic demand to enhance the internal circulation's dynamism and reliability [4][5]. Group 3: Key Strategies for Expanding Domestic Demand - Four key strategies are outlined for the 15th Five-Year Plan: 1. Boosting resident consumption by optimizing the environment and reducing restrictions [8]. 2. Actively expanding effective investment by optimizing investment structure and improving investment efficiency [9]. 3. Implementing major landmark engineering projects in strategic areas such as urban renewal and new energy systems [10]. 4. Deepening the construction of a unified national market by eliminating barriers and promoting the smooth flow of goods and factors [11].