记者丨 周潇枭 冉黎黎 编辑丨陈洁 江佩佩 视频丨见习编辑陈泽锴 国家发展改革委今天召开8月份新闻发布会，有关负责人表示，《关于深入实施"人工智能+"行动的意见》实施过程中， 国家发展改 革委将坚持因地制宜，坚决避免无序竞争和一拥而上。 新闻发言人表示，下半年，国家发展改革委将紧盯重点领域重点任务，加快建设全国统一大市场， 研究制定纵深推进全国统一大市 场建设的行动方案，加快治理部分领域的无序竞争。 事关民生、托育、人工智能！国家发展改革委发声 针对7月投资、消费数据出现短期波动下行的状况，国家发展改革委政策研究室副主任、委新闻发言人李超在发布会上予以回应。 李超表示，7月份，部分经济指标有所波动，但是我国消费扩大、投资结构优化的总体态势并没有变。消费方面，7月份社会消费品 零售总额同比增长3.7%，服务市场销售总体稳定，将商品和服务零售合并测算，1—7月增长5%左右，整体保持稳中有升。投资方 面，1—7月份，固定资产投资同比增长1.6%，扣除价格因素实际增长在4%—5%左右，实物工作量并不低；航空航天器及设备制造 业、计算机及办公设备制造业、信息服务业等高端行业投资分别增长33.9%、16%、32.8%，投 ...

Group 1 - The National Development and Reform Commission (NDRC) aims to boost consumption and market vitality through various policies, including promoting trade-in programs for consumer goods and accelerating policy implementation in sectors like digital consumption and artificial intelligence [2] - The NDRC plans to focus on key areas and tasks in the second half of the year, including the construction of a unified national market and the formulation of an action plan to deepen this initiative [2][3] - The NDRC will address issues such as market access barriers and local government investment behaviors, while also revising pricing laws and establishing rules for internet platform pricing [2][3] Group 2 - Current economic challenges include external instability, low consumer confidence, intensified competition, and declining investment returns, prompting the NDRC to implement strategies to expand domestic demand and strengthen internal circulation [3] - The NDRC will prioritize government investment in key areas, particularly in projects that benefit the public, and will explore ways to increase central investment support to alleviate local investment pressures [3] - Policies to promote private investment and enhance the participation of private enterprises in major national projects are also being developed [3]

Group 1 - The core viewpoint is that despite short-term fluctuations in investment and consumption data in July, the overall trend of expanding consumption and optimizing investment structure in China remains unchanged [1] - In July, the total retail sales of consumer goods increased by 3.7% year-on-year, and the combined growth of goods and services retail for January to July is around 5% [1] - Fixed asset investment from January to July grew by 1.6% year-on-year, with actual growth (excluding price factors) estimated at around 4% to 5% [1] - High-end industries such as aerospace and equipment manufacturing, computer and office equipment manufacturing, and information services saw significant investment growth of 33.9%, 16%, and 32.8% respectively [1] Group 2 - The National Development and Reform Commission (NDRC) plans to implement strategies to boost domestic demand, enhance internal circulation, and optimize external circulation [2] - A comprehensive approach will be taken to stimulate consumption, including large-scale vocational skills training, improving minimum wage standards, and implementing policies for trade-in of consumer goods [2] - The government aims to identify potential growth points and expand investment, focusing on key projects in essential sectors, particularly in people's livelihoods [3] - Policies will be developed to promote private investment, including setting minimum participation ratios for private investments in major projects [3] - Efforts will be made to accelerate the construction of a unified national market, including the elimination of market access barriers and the regulation of local investment behaviors [3]

Core Viewpoint - The current economic operation in China faces multiple risks and challenges, including external instability, uncertain factors, and the need to enhance consumer confidence and spending [1] Economic Challenges - External environment remains unstable and uncertain, impacting economic performance [1] - Consumer spending ability and confidence require further improvement [1] - Increased competition among enterprises and declining investment returns present additional risks [1] Government Response - The National Development and Reform Commission (NDRC) will implement strategies to expand domestic demand and strengthen the internal circulation while optimizing external circulation [1] - Focus on key areas for government investment, planning and reserving essential projects that meet development needs, local capabilities, and public expectations [1] - Increased central investment support for livelihood projects to alleviate local investment pressure [1] Private Investment - The NDRC aims to expedite the development of policies to promote private investment and improve mechanisms for private enterprises to participate in major national projects [1]

Core Viewpoint - The current economic operation in China faces instability and uncertainty from external environments, with challenges such as declining consumer confidence and investment returns [1] Group 1: Economic Challenges - The National Development and Reform Commission (NDRC) highlights the need to enhance domestic demand and strengthen internal circulation while optimizing external circulation [1] - There is an emphasis on addressing issues related to consumer spending and confidence, as well as increasing competition among enterprises [1] Group 2: Government Investment Strategy - The NDRC plans to focus on key areas for government investment, aiming to reserve a batch of essential projects that meet development needs, local capabilities, and public expectations [1] - Special attention will be given to projects in the livelihood sector, with a commitment to increase central investment support and alleviate local investment pressure [1] Group 3: Private Investment Promotion - The NDRC is working on policies to promote private investment and improve mechanisms for private enterprises to participate in major national projects [1]

在正确认识自身优势和有利条件的基础上，坚持把国家和民族发展放在自己力量的基点上。加快构建新 发展格局，充分依托我国超大规模市场优势吸引聚集全球资源要素，增强国内国际两个市场两种资源联 动效应，有助于筑牢经济安全这个基础，把我国发展进步的主动权牢牢掌握在自己手中，积极有效应对 各种风险挑战。 比如，科技安全是国家安全的重要保障。关键核心技术受制于人，就好比在别人的墙基上砌房子，再大 再漂亮也可能经不起风雨，甚至会不堪一击。因此，必须高度重视自主创新，牢牢把握实现高水平自立 自强这个构建新发展格局的最本质特征，全面加强科技创新部署，健全新型举国体制，增强国家战略科 技力量，以国家战略需求为导向，集聚力量进行原创性引领性科技攻关，坚决打赢关键核心技术攻坚 战。又如，产业安全是经济安全的核心。只有不断提高产业链供应链韧性和安全水平，才能在受到外部 冲击后较快自我适应，在受到封锁打压时维持有效运转，在极端情况下保证基本功能。因此，必须在构 建新发展格局过程中加快发展新质生产力，及时将科技成果应用到具体产业和产业链上，改造提升传统 产业，培育壮大新兴产业，布局未来产业，增强我国在全球产业链供应链创新链中的影响力。再如，随 ...

Group 1: Economic Planning and Strategy - The Politburo meeting announced the convening of the 20th Central Committee's fourth plenary session in October to discuss the 15th Five-Year Plan, marking a strategic transition from the 14th Five-Year Plan[1] - The meeting emphasized the complexity and variability of the development environment during the 15th Five-Year Plan period, highlighting the need for a robust economic foundation and long-term positive trends[1] Group 2: Key Economic Focus Areas - Promoting price stabilization is crucial, as weak overall price levels hinder internal circulation and affect corporate profitability, investment, and consumer spending[2] - The strategy to deepen and expand domestic demand is essential, with a focus on enhancing consumer contributions to economic growth amid external pressures[4] - Innovation-driven growth is prioritized, with recommendations to support strategic emerging industries and optimize the business environment to foster new economic drivers[4] Group 3: Macroeconomic Policy and Challenges - The meeting acknowledged a GDP growth of 5.3% in the first half of the year, laying a foundation for achieving the annual target of around 5%[5] - Structural issues were identified, including discrepancies between nominal and actual growth rates, and challenges in demand and supply dynamics, indicating a need for targeted policy interventions[5] - The emphasis on flexible and anticipatory macroeconomic policies aims to address both external pressures and domestic structural challenges[6] Group 4: Fiscal and Monetary Policy Measures - Fiscal policy will focus on accelerating government bond issuance, with 2.61 trillion yuan issued in the first half, representing 49.1% of the annual quota, but still below the three-year average of 58.68%[8] - Monetary policy will maintain a moderately loose stance, with potential for interest rate cuts to stimulate microeconomic activity, particularly for small and micro enterprises[9] - The meeting highlighted the importance of enhancing the efficiency of fiscal spending, shifting from investment-heavy to a balanced approach that includes consumer spending[8] Group 5: Consumer Demand and Service Sector - The meeting proposed actions to boost consumption, particularly in the service sector, recognizing the need to address supply shortages and enhance service offerings[10] - The introduction of child-rearing subsidies aims to increase disposable income and consumer willingness, reflecting a shift towards a more human-centered approach in consumption policies[12] Group 6: Market Competition and Structural Reforms - The meeting reiterated the need to optimize market competition and address "involution" in industries, which has contributed to low price levels and weak corporate profits[13] - Emphasis was placed on the orderly exit of outdated production capacity and the need for a legal and market-based governance system to manage competition effectively[14]

Group 1 - The implementation of the new regulation by the Supreme People's Court on September 1 aims to invalidate any agreements that circumvent social insurance obligations, thereby enhancing the social security system and protecting citizens' rights [1] - The historical context shows that a robust social security system is essential for national development, providing a safety net during economic transitions and shocks [1] - There is a current issue in China where some market entities do not pay social insurance for employees, and some young individuals opt out for short-term income, which poses future risks for retirement and healthcare [1] Group 2 - The shift in China's economic model from investment and export-driven to innovation and consumption-driven emphasizes the importance of investing in human development to generate a "demographic dividend" and enhance consumer capacity [2] - A comprehensive social security system can improve future security perceptions, consumption expectations, and reduce defensive savings, particularly among low- and middle-income groups [2] - The current "involution" competition in some industries, characterized by price wars and cost-cutting measures, often leads to reduced labor costs and non-compliance with social insurance payments, which can hinder high-quality development [2] Group 3 - China is promoting a people-centered new urbanization, with a current urbanization rate of 67% for the resident population, but only 50% for the registered population, indicating a significant number of migrant workers who are not fully urbanized [3] - The 20th National Congress emphasizes equal rights for agricultural migrants in social insurance, housing, and education, aiming to accelerate their urbanization and enhance fairness [3] - The unique characteristics of Chinese modernization, including a large population and the goal of common prosperity, necessitate a more advanced social security system to meet new challenges [4]

Core Viewpoint - The article emphasizes the importance of advancing the construction of a unified national market in China to optimize market competition and enhance resource allocation efficiency, which is crucial for high-quality economic development [1][2]. Group 1: National Unified Market Construction - The construction of a unified national market is positioned as a key task during the "14th Five-Year Plan" period, requiring systematic deployment and unified command to win this long-term battle [4]. - The central government has made specific deployments to deepen market-oriented reforms and establish a high-standard market system, addressing issues like disorderly competition among enterprises and local protectionism [1][2]. Group 2: Challenges and Solutions - The construction of a unified national market faces challenges from conflicting policies between departments and local protectionism, which necessitates improved inter-departmental coordination and governance of market access restrictions [2][3]. - Local governments are driven by performance assessments, which can lead to inappropriate market interventions; thus, reforming incentive mechanisms is essential to encourage local compliance with national market construction goals [3]. Group 3: Strategic Importance - Expanding domestic demand and constructing a unified national market are critical for maintaining market resource advantages and responding to international uncertainties [2]. - The article highlights the need for a clear blueprint and legal arrangements to ensure the coherence and coordination of various reform measures in the unified market construction [3].

近日召开的中央政治局会议，再次提出纵深推进全国统一大市场建设，推动市场竞争秩序持续优化。 全国统一大市场建设也是一场持久战和攻坚战。对当务之急，要立说立行、紧抓快办。对长期任务，要 保持战略定力和耐心，坚持一张蓝图绘到底，滴水穿石，久久为功。因此，全国统一大市场建设作 为"十五五"期间的一个重要任务，应该统筹部署，统一指挥，打赢这场攻坚战。 对部门而言，国家发展改革委将发挥好牵头部门作用，强化统筹协调，推动信息共享，形成工作合力。 相关部门要立足职能主动作为，聚焦解决突出问题，推出一系列务实管用、可感可及的政策举措。对地 方而言，则要自觉贯彻落实党中央决策部署，引导干部树立和践行正确政绩观，找准在全国统一大市场 中的定位作用和比较优势，主动服务和融入新发展格局，防止各自为政、画地为牢，避免搞封闭小市 场、自我小循环。 全国统一大市场建设是一项超大规模的系统工程，各项改革举措关联度高、协同性强，需要制定一张系 统明确的蓝图作为顶层设计，做出各种法律法规的安排，协调不同方面改革配套和衔接，合理安排改革 举措的先后顺序、节奏时机。 当前，我们更需要立足扩大内需战略，推进全国统一大市场建设，畅通国内大循环，巩固和扩展 ...