消化存量房产！国办发布12条促进服务消费政策 鼓励地方财政支持旅居项目用地

Core Viewpoint - The article discusses the emergence of a new consumer group known as "migrant seniors," who are increasingly engaging in service consumption, particularly in travel and residence services, as a response to government initiatives aimed at stimulating domestic demand and revitalizing the real estate market [2][3][4]. Group 1: Service Consumption Initiatives - The State Council has introduced a plan to accelerate the cultivation of new growth points in service consumption, including 12 measures to promote travel and residence services [2]. - The service consumption sector is expected to see a 5.5% year-on-year increase in retail sales and a 4.5% increase in per capita spending by residents in 2025, with service consumption accounting for 46.1% of total per capita consumption expenditure [3][4]. Group 2: Travel and Residence Services - Travel and residence services are identified as a key area for development, focusing on providing comprehensive services for people residing temporarily in destination cities [4]. - The integration of travel services with the revitalization of existing real estate is seen as a significant opportunity to stimulate investment in infrastructure and enhance consumer experiences [5][6]. Group 3: Real Estate Market Revitalization - The government emphasizes the need to "digest stock" and optimize new supply in the real estate market, with a focus on transforming existing properties into rental housing or community spaces [5]. - The combination of revitalizing the real estate market with travel services is expected to create sustainable cash flow from previously idle assets, shifting the industry focus from development and sales to long-term operations [6]. Group 4: Challenges and Recommendations - Current challenges in the travel and residence sector include a lack of differentiation, inadequate facilities, and poor hygiene standards, which need to be addressed to enhance consumer experience [6]. - It is recommended to develop diverse, tiered products that cater to different consumer needs, ensuring a combination of short-term and long-term rental options, and improving service environments to foster repeat visits [6].