央视网消息（新闻联播）：记者从国家发展改革委了解到，为进一步扩大有效投资，国家发展改革委已 组织下达并加紧实施2026年提前批"两重"建设项目清单和中央预算内投资计划。 中央预算内投资方面，安排超过750亿元，重点支持城市更新、水利、生态保护修复、污染治理、节能 降碳等方面的673个项目。 "两重"建设方面，共安排约2200亿元，支持城市地下管网、高标准农田、"三北"工程、有效降低全社会 物流成本等领域的281个项目。 与此同时，国家发展改革委还进一步完善项目建设实施和运营维护的长效机制，推动各类资金财尽其 用，不断提高投资效益。 ...

李超还介绍，发改委近期批复或核准多个重大基础设施项目，包括广州新机场、新建湛江至海口跨海轮 渡及相关线路工程等交通设施，辽宁省辽东半岛水资源配置工程、云南省丽江市南瓜坪水库工程等水利 设施，浙江特高压交流环网工程、四川大渡河丹巴水电站等能源设施，以及怀柔、崖州湾实验室重大科 研平台等科研设施，总投资超过4000亿元，将进一步完善我国现代基础设施体系，为"十五五"平稳开局 提供有力支撑。 中央经济工作会议部署明年经济工作重点任务时提出"坚持内需主导，建设强大国内市场"，并明确"推 动投资止跌回稳"。适当增加中央预算内投资规模，优化实施"两重"项目，优化地方政府专项债券用途 管理，继续发挥新型政策性金融工具作用，有效激发民间投资活力。 国家发改委新闻发言人李超在12月31日的发布会上介绍，"两重"建设方面，强化"两重"性质、坚持自上 而下、注重软硬结合，共安排约2200亿元，支持城市地下管网、高标准农田、三北工程、有效降低全社 会物流成本等领域的281个项目，进一步突出"两重"建设的战略性、前瞻性、全局性。 中央预算内投资方面，聚焦需要集中力量、持续投入、补短板调结构惠民生的公共领域，安排超过750 亿元，支持城 ...

Core Viewpoint - The Chinese economy shows resilience but faces significant issues with strong supply and weak demand, necessitating structural measures to unleash consumer potential and expand effective investment to promote sustained economic recovery [1][2]. Group 1: Structural Countermeasures - The expansion of domestic demand policies this year has been extensive and impactful, yet problems of insufficient market demand, strong supply, and weak prices remain prominent [2]. - To stimulate consumer demand, it is suggested to implement counter-cyclical consumption stimulus policies, optimize the support range and structure for commodity consumption, and focus on subsidies in essential areas such as education, healthcare, and elderly care to boost consumer confidence [2]. - Effective implementation of a resident income growth plan is crucial to enhance social security and public service levels for low-income groups, thereby improving safety expectations and consumer confidence [2]. - Strengthening supply-side policies is necessary by reducing entry restrictions, optimizing regulatory policies, and enhancing domestic standards and brand development to expand the supply of quality services [2]. Group 2: Expanding Effective Investment - Alongside releasing consumer potential, there is a need to focus on expanding effective investment for a positive interaction between consumption and investment [3]. - A new model for urban and rural construction and real estate development should be established, moving away from large-scale, rough urban construction towards investments that enhance urban environments and housing quality, addressing demands for urban renewal and rural infrastructure improvements [3]. - There is a call to significantly boost private and foreign investment by deepening reforms, expanding openness, and improving the business environment to stabilize and enhance corporate expectations and confidence [3].

Core Viewpoint - The resilience of China's economy is evident, but there are significant issues with strong supply and weak demand, necessitating structural measures to unleash consumer potential and expand effective investment to promote sustained economic recovery [1]. Structural Countermeasures - The extensive range and significant strength of domestic demand expansion policies this year have yielded positive results, yet issues of insufficient market demand, strong supply but weak demand, and weak prices remain prominent. The lack of consumer demand is influenced by both short-term fluctuations and long-term structural constraints, highlighting the need for structural countermeasures [1]. Stimulating Consumer Demand - To stimulate consumer demand, three key recommendations are proposed: 1. Implement counter-cyclical consumption stimulus policies that optimize the support range and structure for commodity consumption while maintaining total volume and sustained effort, focusing on subsidies in essential areas such as education, healthcare, and elderly care to boost consumer willingness [2]. 2. Effectively implement a resident income growth plan to enhance social security and public service levels for low-income groups, thereby improving safety expectations and consumer confidence [2]. 3. Strengthen supply-side policies by reducing entry restrictions, optimizing regulatory policies, and enhancing domestic standards, brands, and environmental construction to expand the supply of quality services [2]. Expanding Effective Investment - In addition to releasing consumer potential, there is a need to focus on expanding effective investment for a positive interaction. Two main focal points are identified: 1. Accelerate the formation of a new model for urban and rural construction and real estate development that aligns with the new stage of development, moving away from large-scale, extensive urban construction and real estate investment towards investments that enhance urban environments and housing quality [2]. 2. Promote private and foreign investment by deepening reforms, expanding openness, and improving the business environment to stabilize and enhance corporate expectations and confidence [3].

对于"十五五"时期扩大内需如何进一步发力？张军扩认为，一方面，持续有效释放消费需求潜力要长短 兼顾标本兼治；另一方面，充分释放消费潜力和着力扩大有效投资应当并重，实现良性互动。 张军扩表示，"十五五"期间，充分有效释放居民消费需求潜力需要更加突出结构性对策。一是逆周期性 消费刺激政策，要在总量不减、持续用力的前提下，不断优化商品性消费的支持范围和结构，并以更大 力度支持服务性消费，特别是要按照投资于人的要求，针对群众急难愁盼的教育、医疗、养老、生育等 方面问题，通过加大补贴力度，提振消费意愿，增强消费能力。二是要切实有效实施居民增收计划，并 以较大力度提高低收入人群的社会保障和公共服务水平，有效提升我国居民的预期和消费信心。三是加 大供给侧政策力度，通过减少准入限制，优化监管政策，加大国内标准、品牌、环境建设力度等举措， 扩大优质服务供给。 张军扩进一步指出，不管是从扩大消费来看，还是从解决当前创新发展和改善民生短板弱项的现实需求 来看，无论是投资于物，还是投资于人，扩大投资的空间和潜力依然是不小的。关键是需要适宜的体制 和政策环境支持，只要相关体制和政策环境到位，投资依然能够在"十五五"时期继续成为拉动增长 ...

格隆汇12月30日｜据澎湃，上海市十六届人大常委会第二十六次会议今天继续举行。上海市委副书记、 市长龚正通报本市经济社会发展情况。龚正说，明年是实施"十五五"规划的开局之年，我们要坚持扩大 内需这个战略基点，努力推动经济实现质的有效提升和量的合理增长。要更大力度提振消费，深入实施 提振消费专项行动，着力扩大优质商品和服务供给。要着力扩大有效投资，坚持投资于物和投资于人紧 密结合，保持投资合理增长，提高投资效益。要全力稳外贸，优化贸易市场结构和产品结构，加快推动 外贸转型升级，不断强化贸易枢纽功能。要持续深化营商环境改革，充分激发各类经营主体活力，加快 推出上海优化营商环境9.0版行动方案。 ...

Group 1 - The core issue affecting China's economic growth is the demand problem, which has been prioritized in economic work for two consecutive years [1][2] - The main contradiction in economic operation has shifted from the supply side to the demand side, necessitating a focus on resolving demand issues for stable economic development [2] - The expansion of domestic demand policies has been extensive and impactful, contributing positively to economic performance this year [2] Group 2 - Consumption demand is influenced by both short-term market fluctuations and long-term structural factors, requiring a dual approach of immediate stimulus and addressing deeper issues [3][5] - The shift in consumer behavior from goods to services highlights the need for targeted support in sectors like education, healthcare, and elder care [5] - Effective investment remains crucial alongside consumption, with a focus on meeting consumer needs and expanding investment opportunities [6] Group 3 - Key areas for investment include urban renewal, old community renovation, rural infrastructure, and revitalizing homestead land, which present significant demand potential [8] - Promoting private and foreign investment requires continuous domestic demand policies and improvements in the business environment through reforms and openness [8]

本报讯（中青报·中青网记者 赵丽梅）12月27日，在"三亚·财经国际论坛暨第五届三亚财富管理大 会"上，全国政协委员、中国发展研究基金会理事长、国务院发展研究中心原副主任张军扩表示，需求 问题成为影响我国经济持续稳定增长最具决定性的因素，扩大内需连续两年位列经济工作之首。 "特别是今年以来，扩内需政策涉及范围之广、政策力度之大，都是近年所少有的。"张军扩关注到，各 项扩内需的政策举措也取得了积极的效果，对于保障今年发展目标的实现发挥了重要作用。 与此同时，他也指出，我国经济"供强需弱"的问题依然比较突出，企业发展面临的困难依然较多，群众 就业增收压力依然不小，宏观数据与企业、消费者微观感受之间的"温差"依然比较明显，特别是进入四 季度以后经济边际走弱趋势持续加重，促进经济整体持续回升向好仍需付出较大努力。 下一步，扩大内需如何进一步发力？张军扩谈到，一方面，持续有效释放消费需求潜力要长短兼顾、标 本兼治；另一方面，充分释放消费潜力和着力扩大有效投资应当并重，实现良性互动。 张军扩分析，"十五五"期间，充分有效释放居民消费需求潜力需要更加突出结构性对策。一是逆周期性 消费刺激政策，要在总量不减、持续用力的前提下 ...

Core Viewpoint - The demand issue has become the most decisive factor affecting the sustained and stable growth of China's economy, with expanding domestic demand ranking first in economic work for two consecutive years [2][3]. Group 1: Demand Issues - The main contradiction in China's economic operation has gradually shifted from the supply side to the demand side, indicating that resolving demand issues is crucial for achieving stable and sustainable economic growth [3]. - Despite various external shocks, China's economy has shown resilience, with major macroeconomic indicators remaining stable, laying a good foundation for achieving the annual growth target of around 5% [2][3]. Group 2: Consumption Demand - The insufficient consumption demand in China is attributed to both short-term market fluctuations and deeper structural issues, necessitating both immediate stimulus policies and long-term solutions [4]. - Structural reasons for low consumption rates include a long-term low consumption rate among residents, estimated to be 10-20% below the international average, indicating significant potential for expanding domestic demand [5][6]. Group 3: Investment Demand - Investment demand remains significant and should be supported through institutional and policy innovations, emphasizing that effective investment is still crucial for economic growth [8]. - The "14th Five-Year Plan" suggests that effective investment should focus on new urban construction models and enhancing rural infrastructure, with a notable emphasis on revitalizing idle rural land and improving the investment environment for private and foreign investments [8].

Core Viewpoint - The current market faces insufficient demand, characterized by strong supply and weak demand, leading to price weakness. Effective release of consumer demand potential requires both short-term and long-term strategies to address structural issues [1][6]. Group 1: Demand and Consumption - Structural reasons for insufficient demand include a long-term low consumption rate, estimated to be 10% to 20% below potential. This presents both a challenge and an opportunity for expanding domestic demand [2][7]. - The transition in consumer behavior from goods-oriented consumption to a balance of goods and services requires adjustments in economic structure and development methods, necessitating both government and market involvement [1][6]. Group 2: Policy Recommendations - To stimulate consumption, policies should focus on counter-cyclical measures that optimize the support structure for goods consumption while enhancing support for service consumption. This includes increasing subsidies for education, healthcare, and other essential services to boost consumer willingness and capacity [3][8]. - Implementing a plan to increase residents' income and improving social security for low-income groups are crucial for enhancing consumer confidence and security [3][8]. Group 3: Investment Opportunities - There remains significant potential for investment, which should be supported by systemic and policy innovations. While consumer demand is essential for economic growth, investment should not be neglected [4][9]. - Key areas for investment during the "14th Five-Year Plan" include developing new urban and real estate models and boosting private and foreign investment through improved business environments and regulatory reforms [4][9].