深入实施提振消费专项行动!国常会最新部署
券商中国·2026-01-16 15:11

Core Viewpoint - The State Council of China is actively promoting consumption recovery through various measures, including enhancing service consumption and addressing overdue payments to businesses and workers [1][5]. Group 1: Promoting Service Consumption - The meeting emphasized the need to accelerate the cultivation of new growth points in service consumption, focusing on sectors like transportation, housekeeping, performances, and sports events [2]. - The Ministry of Commerce plans to support the emergence of new business models and consumption scenarios, with 50 pilot cities exploring innovative service consumption offerings [2]. - Successful consumption scenarios are expected to stimulate related industries such as tourism and transportation, thereby enhancing local economic development [2]. Group 2: Addressing Consumption Restrictions - The meeting called for the establishment of a long-term mechanism to promote consumption, including the implementation of the "14th Five-Year Plan" for expanding consumption and addressing unreasonable restrictions in the consumption sector [3][4]. - The promotion of paid leave systems is seen as crucial for enhancing consumer capacity and willingness, particularly in the tourism sector [3]. - The shift from purchase management to usage management in sectors like automotive is expected to boost consumer confidence and sales [4]. Group 3: Clearing Overdue Payments - The meeting highlighted the urgency of clearing overdue payments to businesses and ensuring the payment of wages to migrant workers, which are critical for protecting legal rights and interests [5]. - A special bond issuance to support overdue payment clearance is planned, with a total of 6 trillion yuan in replacement bonds to be issued by 2024, alongside an annual allocation of 800 billion yuan for debt resolution until 2028 [5][6]. - The strategy aims to convert hidden debts into visible government liabilities, thereby improving debt management and alleviating short-term repayment pressures [6].

深入实施提振消费专项行动!国常会最新部署 - Reportify