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把“国补”资金用在刀刃上 让消费者更“有感”
Jing Ji Ri Bao· 2026-01-05 03:35
Core Insights - The implementation of policies to boost consumption is receiving significant attention, with a focus on ensuring that consumers feel the impact and that domestic demand is effectively stimulated [1][2] Group 1: Policy Implementation - The government plans to continue its proactive fiscal policy in 2026, emphasizing the importance of domestic demand and the construction of a strong domestic market as a key focus area [2] - The "old-for-new" consumption policy has shown significant results, with sales exceeding 2.6 trillion yuan and benefiting over 360 million people in 2025 [1][2] - The retail sales of consumer goods increased by 4% year-on-year in the first eleven months of 2025, with the "old-for-new" policy contributing over 1 percentage point to this growth [1] Group 2: Financial Coordination - The government is optimizing the "old-for-new" policy by refining the support scope, subsidy standards, and implementation mechanisms to enhance efficiency and effectiveness [2][3] - A total of 625 billion yuan in special long-term bonds has been allocated to support the "old-for-new" policy, aimed at meeting consumer demand during peak seasons like New Year and Spring Festival [4] - The coordination between fiscal and monetary policies is crucial, with measures such as personal consumption loans and service industry loan interest subsidies being implemented to stimulate consumption from both demand and supply sides [4][5]
2026年是“十五五”开局之年 今年宏观经济十大看点汇总
Zheng Quan Shi Bao· 2026-01-05 00:34
Group 1: Fiscal Policy - The fiscal deficit and government bond issuance scale are expected to increase in 2026 to support economic activities during the start of the "14th Five-Year Plan" [3] - The fiscal deficit is projected to be no less than 4.06 trillion yuan, maintaining a deficit rate of at least 4% [3] - New special bonds may rise from 4.4 trillion yuan in 2025 to nearly 5 trillion yuan in 2026 to support major project construction [3] Group 2: Monetary Policy - Monetary policy is expected to remain moderately loose to promote reasonable price recovery, with a CPI target set around 2% for 2026 [4] - Traditional monetary policy tools like reserve requirement ratio cuts and interest rate reductions will have flexible timing and rhythm [4] - Structural monetary policies will focus on expanding domestic demand, supporting technological innovation, and aiding small and medium enterprises [4] Group 3: Consumption and Income - Expanding domestic demand, particularly boosting consumption, is a primary task for 2026 [5] - The "Urban and Rural Residents Income Increase Plan" aims to enhance consumer capacity and willingness [6] - Policies will be optimized to adapt to changing consumption structures, directing subsidies towards service consumption areas [6] Group 4: Investment and Infrastructure - Fixed asset investment growth is targeted to stabilize, with infrastructure investment expected to accelerate due to new major projects [7] - Government investment will increase through various funding sources, including special bonds and policy financial tools [7] - Manufacturing investment, particularly in high-tech and equipment manufacturing, is anticipated to grow rapidly [7] Group 5: Real Estate Market - The real estate market will focus on "de-stocking" as a primary task, with policies to support both supply and demand [8] - Local governments will adjust real estate policies to remove unreasonable purchase restrictions and enhance housing fund support [8] - Efforts will be made to improve the market supply-demand relationship through better management of existing properties [8] Group 6: Capital Market Reforms - Comprehensive reforms in the capital market will focus on supporting technological innovation and enhancing market inclusivity [9][10] - Policies will aim to create a multi-layered market system to meet diverse investor needs and promote long-term investments [10] - Regulatory measures will be strengthened to prevent financial misconduct and enhance market stability [10] Group 7: Unified Market and Competition - The construction of a unified national market will accelerate, with new regulations to address "involution" in competition [11] - Capacity regulation in key industries will be enhanced to phase out outdated capacities and support new quality capacities [11] - Local government economic activities will be standardized to prevent irregularities in investment incentives [11] Group 8: Technological and Industrial Innovation - The integration of technological and industrial innovation will be a key focus, with an emphasis on practical applications of new technologies [12] - The expansion of international technology innovation centers in major regions will facilitate resource integration and innovation [12] - Regional coordinated development will be promoted to enhance new quality productivity across different areas [12] Group 9: State-Owned Enterprise Reforms - A new round of state-owned enterprise reforms will focus on optimizing the layout of state-owned economies and modernizing corporate governance [13][14] - Strategic mergers and acquisitions will be promoted to enhance resource allocation efficiency [14] - Digital transformation initiatives will be launched to support innovation in key industries [14] Group 10: Social Welfare and Employment - Employment will be prioritized, with policies aimed at stabilizing jobs and increasing labor income [15] - Measures will include expanding loans for job retention and enhancing unemployment insurance [15] - The income distribution system will be improved to raise labor compensation and establish a more robust social safety net [15]
把“国补”资金用在刀刃上,让消费者更“有感”
Sou Hu Cai Jing· 2026-01-05 00:17
Core Viewpoint - The implementation of a more proactive fiscal policy in 2026 aims to boost consumer spending and enhance domestic demand, with a focus on optimizing the use of funds and improving policy effectiveness [1][2][5]. Group 1: Policy Implementation - The government plans to continue supporting consumer spending through the "old-for-new" policy, which has shown significant results, with sales exceeding 2.6 trillion yuan and benefiting over 360 million people in 2025 [1][2]. - The 2026 fiscal policy will prioritize the optimization of the "old-for-new" program, focusing on key consumer goods such as refrigerators, washing machines, televisions, air conditioners, computers, and water heaters [2][3]. - The central government has allocated 62.5 billion yuan in special bonds to support the "old-for-new" policy, ensuring funds are available for peak consumption periods like New Year and Spring Festival [4]. Group 2: Financial Coordination - The emphasis on fiscal and financial policy coordination is crucial for enhancing the effectiveness of consumer support measures, with a focus on lowering credit costs and increasing policy coverage [4][5]. - The government aims to improve the efficiency of fund allocation and usage, ensuring that financial resources are directed towards high-impact consumer goods to maximize the benefits of fiscal spending [2][4]. - The collaboration between fiscal and monetary policies is expected to create a synergistic effect, enhancing overall market vitality and improving the quality of life for consumers [5].
经济日报:把“国补”资金用在刀刃上,让消费者更“有感”
Sou Hu Cai Jing· 2026-01-04 23:15
深入实施提振消费专项行动受到社会高度关注。如何让广大消费者更"有感"、拉动内需效果更明显?一 方面,做好资金保障,均衡有序使用资金。国家层面,合理把握节奏,按季度分批次向地方下达"国 补"资金;各地方要分领域合理制定资金均衡使用计划,平稳有序实施消费品以旧换新政策。近期,中 央已向地方提前下达2026年第一批625亿元超长期特别国债支持消费品以旧换新资金计划,满足元旦、 春节等旺季消费需求。只有做好资金的安排、使用,才能更好地稳定市场预期,激发消费热情。另一方 面,打好提振消费的政策"组合拳",特别是加强财政金融协同,放大政策效能。中央经济工作会议提 出,实施更加积极有为的宏观政策,增强政策前瞻性针对性协同性。在支持扩大内需中,财政、货币、 金融政策的协同配合发挥了重要作用。去年9月份以来,我国实施个人消费贷款和服务业经营主体贷款 贴息政策,分别从消费的需求端和供给端发力,通过降低信贷成本、提高政策覆盖面等措施加力提振消 费。财政与金融政策的协同配合还有很多"文章"可做,特别是引导金融机构用好用足再贷款和贴息政 策、加大服务消费领域信贷投放力度,优化消费金融产品和服务,力争产生"1+1>2"的政策效果。 ...
全域“村糖会” 甜蜜开新局
Xin Lang Cai Jing· 2026-01-04 20:03
Core Insights - The "Village Sugar Fair" series of events aims to boost consumption and promote local industries by leveraging unique regional resources and integrating traditional cultural festivities [4][6][8] Group 1: Event Overview - The "Village Sugar Fair" will feature over 70 themed activities across 67 locations during the 2026 New Year and Spring Festival, attracting over 1,000 local enterprises and generating approximately 190 million yuan in consumer spending [4][8] - The event will include product exhibitions, industry promotions, investment negotiations, culinary experiences, and cultural tourism activities, creating a vibrant atmosphere for both rural and urban participants [4][6] Group 2: Regional Highlights - In Chongzhou, the "Village Sugar Fair" will focus on over 40 unique activities, covering more than 20 locations, and is expected to significantly increase tourism, with visitor numbers rising over 75% year-on-year [6][7] - Pengzhou's participation in the "Village Sugar Fair" has resulted in a festive atmosphere, welcoming 383,300 tourists and generating a total tourism expenditure of 209 million yuan [7] Group 3: Business Opportunities - The "Village Sugar Fair" serves as a platform for connecting consumers and businesses, facilitating B2B interactions by inviting supermarkets, buyers, and e-commerce platforms to participate, thus promoting large-scale transactions [8][9] - The first "Village Sugar Fair" in Longquanyi successfully signed contracts exceeding 3 billion yuan on its opening day, showcasing strong demand for local agricultural products [9]
如何提振消费激活经济发展新引擎?
Xin Lang Cai Jing· 2026-01-04 19:01
登录新浪财经APP 搜索【信披】查看更多考评等级 (来源:内蒙古日报) 转自:内蒙古日报 统筹稳就业、增收入、强保障、促消费,有助于构建从改善民生到激活经济内生动力的完整链条。促进 就业是保障居民收入增长的重要源头,只有居民收入实现稳定增长,才能进一步增强其消费意愿和消费 能力。此外,提升公共服务水平,消除居民消费的后顾之忧,同样能够增强城乡居民的消费能力。我们 要坚持以人民为中心的发展思想,不断加大投资于人的力度,形成惠民生、促消费、强经济的良性循 环。 持续推进就业促进行动,聚焦重点领域、关键行业及中小微企业等就业核心载体,实施有针对性的就业 支持计划,构建多层次、全覆盖的就业帮扶体系;开展职业技能培训,健全以就业为导向的培训机制, 优化培训补贴标准动态调整模式,规范申领流程与监管机制,确保培训资源与市场就业需求精准对接, 充分发挥培训在提升劳动力素质和就业竞争力中的支撑作用。 完善劳动者工资增长机制。以劳动力市场供求关系、地区经济发展水平、物价变动指数及劳动生产率提 升幅度等为核心锚点,构建科学动态的工资增长核算体系,确保劳动者薪酬水平与经济社会发展成果同 步增长;基于区域发展均衡性目标与基本民生保障底 ...
田彬彬:开展有奖发票目的从强化征管转向提振消费
Di Yi Cai Jing· 2026-01-04 10:56
有奖发票推广能起到提振消费、强化征管的"一箭双雕"作用。 时隔多年,有奖发票再度扩围。 近日,财政部等三部门发布《关于开展有奖发票试点工作的通知》(下称《通知》),决定2026年在50 个左右城市开展有奖发票试点,老百姓在试点城市取得的符合条件零售、餐饮、住宿等发票可参与抽 奖,最高奖金800元。中央财政将对试点城市最高给予3亿元补助资金。 中南财经政法大学财政税务学院副院长田彬彬教授曾长期关注有奖发票政策。他告诉第一财经,中国早 在上世纪90年代左右就推出过有奖发票试点,比如根据国务院相关部署,1990年前后曾选择福建省福州 市和河北省唐山市进行有奖发票政策试点。此后越来越多城市也推出过有奖发票政策,总体来看是由地 方税务部门负责实施,且集中在营业税发票。而随着2016年营业税改增值税全面推开,营业税退出历史 舞台,以及国税地税机构合并,有奖发票政策逐步退出了政策一线,仅有少数省份(如广东省)在持续 推进该政策。 "此次《通知》的发布,是时隔36年之后国家层面再次推动有奖发票工作,但这一试点政策定位发生了 很大变化。以往的有奖发票政策主要用来解决流转税征管效率不高的问题,即在'以票控税'的模式下, 末端的消 ...
硬核玩家已就位!第八届金禧奖“2025提振消费标杆奖”获奖名单正式发布
Sou Hu Cai Jing· 2026-01-04 06:41
Group 1 - The central economic work conference in 2025 prioritizes "boosting consumption and improving investment efficiency, comprehensively expanding domestic demand" as a key task [3] - A comprehensive package of consumption-boosting policies has been continuously enhanced from the central to local levels, including a special long-term bond fund of 300 billion yuan allocated for supporting the replacement of consumer goods [3] - Financial policies are encouraging financial institutions to increase personal consumption loan offerings, with many institutions introducing zero-interest installment plans and low-interest loans to lower payment thresholds for consumer goods [3] Group 2 - The "2025 Benchmark Award for Boosting Consumption" was awarded to Tongcheng Network Technology Co., Ltd. and Hunan Mingming Henmang Commercial Chain Co., Ltd. for their significant contributions to consumer market stimulation [4] - Mingming Henmang achieved a GMV of 41.1 billion yuan in the first half of 2025, demonstrating rapid growth in revenue and profit through its snack wholesale model [4] - Tongcheng Travel has effectively driven the recovery of cultural and tourism consumption by innovating travel services and optimizing travel experiences [4]
2026“购在中国”暨新春消费季启动,熊征宇出席并作城市推介
Chang Jiang Ri Bao· 2026-01-04 01:49
编辑:代婧怡 熊征宇在推介时表示,武汉是商贸繁盛的消费之都、气象万千的滨水名城、九州通衢的 枢纽重镇,有"货到汉口活"的美誉,六大核心商圈遍布三镇,百年老店市井烟火,时尚街区 潮玩律动,"相约春天赏樱花"、长江文化艺术季等活动惊艳世界,陆海空三条丝绸之路在此 交汇,"买全球、卖全球"触手可及,一定能让广大游客和消费者畅购无忧、饱览胜景、快意 生活。当前武汉正大力实施扩大内需战略,加快建设国家商贸物流中心和世界知名文化旅游 目的地,全年将推出超2000场"乐购武汉"系列促消费活动,诚邀大家"购在中国、相约武 汉",亲身感受"知音湖北"的热情好客,体验美丽江城的无限魅力。 启动仪式上,杭州市市长姚高员、深圳市副市长罗晃浩分别介绍本地重点活动及安排, 相关企业发布"购在中国"活动举措,中央广播电视总台、中国日报社介绍"购在中国"推介计 划。 1月3日,2026"购在中国"暨新春消费季启动仪式在上海举行。商务部部长王文涛,上海 市委副书记、市长龚正出席并致辞。商务部副部长盛秋平,上海市委常委、市委秘书长华源 出席。市委副书记、代市长熊征宇出席并作城市推介。 商务部认真贯彻落实党中央、国务院决策部署,深入实施提振消费专 ...
打造一场精彩绝伦的消费盛宴 2026“购在中国”暨新春消费季启动仪式在沪举办
Jie Fang Ri Bao· 2026-01-04 01:41
记者 孟群舒 龚正在致辞中说,消费是拉动经济增长的主动力,是满足人民美好生活需要的重要途径。过去一 年,上海深入推动文旅商体展联动,消费呈现出积极向上的良好态势。今年上海将坚持内需主导,着力 扩大优质商品和服务供给,升级举办覆盖全年的促消费节庆活动,持续激活全城消费活力、点燃全城消 费热情。上海新春消费季以马年迎春为主线,推出商圈迎春季、新春美食季、商品换新季、入境消费赠 礼季、年货好物季、夜游夜赏季六大主题活动,以及"双重欢乐"普惠政策,优惠形式多、奖励范围广, 努力打造一场精彩绝伦的消费盛宴。诚挚邀请全球新老朋友相聚上海、共度佳节,尽情体验上海消费市 场的巨大魅力。 会上,商务部副部长盛秋平,上海市委常委、市委秘书长华源出席。杭州市市长姚高员、武汉市代 市长熊征宇、深圳市副市长罗晃浩出席并介绍本地重点活动及安排。中国银行行长张辉等企业负责人发 布"购在中国"活动举措,中央广播电视总台副台长邢博等介绍"购在中国"推介计划。 王文涛在致辞中说,"购在中国"是商务部认真贯彻落实党中央、国务院决策部署,深入实施提振消 费专项行动的具体举措,去年启动以来取得积极成效。2026年商务部将继续组织开展"购在中国"系列活 ...