提振消费

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政策问答·回应关切|如何持续优化消费环境?
Ren Min Ri Bao· 2025-08-02 04:00
Group 1 - The central government emphasizes the need to effectively release domestic demand potential and implement actions to boost consumption, with optimizing the consumption environment as a key focus [1] - China is the world's second-largest consumer market, with the largest middle-income group, indicating significant investment and consumption potential [1] - The optimization of the consumption environment involves multiple departments, with market regulatory authorities playing a leading role in comprehensive supervision and collaboration with industry regulators [1] Group 2 - To optimize the consumption environment, businesses must fulfill their responsibilities, including establishing consumer rights protection compliance systems and improving safety guarantees and after-sales service responsibilities [2] - The market regulatory authorities are focusing on rectifying illegal advertisements, particularly in key livelihood areas and emerging internet media, targeting misleading health and financial advertisements [2] - China has been the largest online retail market for 12 consecutive years, prompting the need for policies to purify the online consumption environment, including the introduction of new regulations for live commerce and online trading platforms [2] Group 3 - Regulatory enforcement will be strengthened, with a focus on addressing issues in live commerce, ensuring platforms take responsibility for merchant qualifications and product information verification [3] - There will be increased frequency and intensity of quality inspections for products sold through live commerce, with strict penalties for false marketing practices to ensure consumer confidence [3]
如何持续优化消费环境?(政策问答·回应关切)
Ren Min Ri Bao· 2025-08-01 21:49
Group 1 - The central government emphasizes the need to effectively release domestic demand potential and implement actions to boost consumption, with optimizing the consumption environment as a key focus [1] - China is the world's second-largest consumer market, with the largest middle-income group, indicating significant investment and consumption potential [1] - The optimization of the consumption environment involves multiple departments, with market regulation authorities playing a leading role in comprehensive supervision and collaboration with industry regulators [1][2] Group 2 - The market regulation department will guide businesses to establish consumer rights protection compliance systems and improve safety guarantees, quality assurance, and after-sales service responsibilities [2] - There is a focus on addressing illegal advertising that affects consumers, with a crackdown on misleading advertisements in key livelihood areas and emerging internet media [2] - China has been the largest online retail market for 12 consecutive years, and measures are being taken to purify the online consumption environment, including the introduction of new regulatory frameworks [2][3] Group 3 - The market regulation department will strengthen regulatory enforcement, focusing on rectifying issues in live e-commerce and ensuring merchants' qualifications and product information are properly vetted [3] - There will be an increase in the frequency and intensity of quality checks on products sold through live streaming, with strict penalties for false marketing practices [3]
华夏时评:以“超预期”政策,全方位扩大内需
Hua Xia Shi Bao· 2025-08-01 12:13
Core Viewpoint - The upcoming economic policies and planning for the 15th Five-Year Plan are crucial as the Central Committee prepares for the fourth plenary session in October, focusing on economic and social development strategies [2][3]. Economic Policy Direction - The macroeconomic policies will continue to exert influence, with an emphasis on releasing domestic demand potential, deepening reforms, expanding high-level opening-up, and ensuring risk prevention in key areas [3][4]. - Key points from Xi Jinping's speech include maintaining stability while seeking progress, enhancing consumer confidence, and promoting domestic circulation to achieve economic goals for the year [3][4]. Consumer Stimulus and Policy Innovations - A significant focus is on boosting consumption and breaking the cycle of "involution," which aims to enhance the quality of supply and shift economic growth towards domestic consumption [4][5]. - The introduction of a new child-rearing subsidy policy, effective from January 1, 2025, will provide annual subsidies of 3,600 yuan per child for families with children under three years old, marking a significant shift in public policy towards direct cash support for families [5][6]. Anticipated Economic Impact - Economists estimate that the child-rearing subsidy could increase retail sales by approximately 0.2 percentage points nationwide, indicating a potential boost in consumer spending [6]. - The political bureau's meeting highlighted plans for implementing consumption-boosting actions and expanding service consumption, suggesting that improving livelihoods will be a key driver for consumption policies in the 15th Five-Year Plan [6].
重磅利好!个人消费贷款纳入贴息范围
Zhong Guo Jing Ying Bao· 2025-08-01 11:27
中经记者 郝亚娟 张漫游 北京、上海报道 业内人士认为,此次国常会提到的消费贷贴息政策与下半年我国提振消费的方向一脉相承。 中国银行研究院研究员叶银丹指出,扩大内需是下半年以及未来保持经济平稳增长的关键,也是近年来 政策的明确导向。在关于扩大内需的政策部署中,本次会议对消费的着墨多于投资,体现了政策向民生 消费倾斜的导向。会议强调要深入实施提振消费专项行动,并提出了下半年扩大消费的三大主要抓手。 一是扩大商品消费,预计下半年消费品以旧换新仍将是政策主要发力点。二是培育服务消费新增长点, 预计未来政策将围绕家政、居住、健康、餐饮住宿、养老托育、文娱旅游、教育体育等与民生息息相关 的领域,从扩大多元化、物美价廉的服务供给,优化服务消费环境,创造服务消费场景等方面进行发 力。三是在保障改善民生中扩大消费需求。 东方金诚首席宏观分析师王青认为,下半年促消费政策有望进一步加码,可能进一步上调耐用消费品以 旧换新支持资金额度,在全国层面发放消费券和消费补贴,将促消费范围扩大到包括旅游、出行等在内 的服务消费和一般商品消费,财政与金融政策联动,对重点领域个人消费贷款和服务业经营主体贷款给 予财政贴息等。 7月31日,国务院 ...
宏观策略周报:2025世界人工智能大会描绘AI新未来,7月制造业PMI为49.3%-20250801
Yuan Da Xin Xi· 2025-08-01 10:47
Group 1 - The report highlights the significance of the 2025 World Artificial Intelligence Conference (WAIC) held in Shanghai, showcasing advancements in AI technology and global collaboration opportunities, which are expected to drive industrial intelligence upgrades [2][11][12] - In June, the profits of industrial enterprises above designated size decreased by 1.8% year-on-year, with a notable recovery in the equipment manufacturing sector, indicating the positive impact of the "two new" policies [14][17] - The manufacturing PMI for July was reported at 49.3%, reflecting a slight decline of 0.4 percentage points from the previous month, indicating a cooling in manufacturing activity, although the production index remains above the critical point, suggesting overall expansion in production activities [19][22] Group 2 - The investment strategy emphasizes the development of new productive forces as a key policy direction, suggesting a focus on sectors such as artificial intelligence, innovative pharmaceuticals, robotics, and deep-sea technology for potential excess returns [3][33] - There is a strong recommendation to boost domestic consumption, with expectations for consumer spending to increase, particularly in new consumption, home appliances, and automotive sectors [3][33] - The report suggests that gold may see sustained demand as a safe-haven asset amid rising geopolitical tensions and global economic uncertainties, indicating a long-term investment opportunity in gold [3][33]
事关国补、内卷式竞争等,发改委最新发声
第一财经· 2025-08-01 07:33
2025.08. 01 本文字数:1862,阅读时长大约3分钟 作者 | 第一财经 祝嫣然 7月31日,国家发改委召开新闻发布会,解读当前经济形势和经济工作。对市场关注的"两新"、"两 重"、人工智能+、民营经济、提振消费、整治内卷式竞争、全国统一大市场建设等问题予以回应。 国家发改委国民经济综合司司长周陈表示,将不断完善稳就业扩内需政策工具箱,根据外部环境变化 及时推出,统筹今明两年政策衔接、工作衔接,着力稳就业、稳企业、稳市场、稳预期,努力实现物 价水平合理回升、社会就业大局稳定与经济增长的优化组合。 10月下达第四批690亿国补资金 今年第三批690亿元支持消费品以旧换新的超长期特别国债资金已下达完毕。国家发改委政研室主 任、新闻发言人蒋毅表示,将于10月份按计划下达第四批690亿元资金,届时将完成全年3000亿元 的下达计划。下一步,发改委将会同财政部、商务部等部门,督促地方落实资金配套责任、细化资金 使用计划,确保资金有序均衡用到年底。同时,进一步加强产品质量和价格监管,严防"先涨后 补"、骗补套补等风险,确保政策规范实施。 "两重"方面,今年"两重"建设项目清单8000亿元已全部下达完毕,中央预算 ...
贵州:支持符合条件的消费、文化、旅游等领域项目发行REITs
news flash· 2025-08-01 07:25
智通财经8月1日电,贵州省人民政府办公厅8月1日发布《贵州省提振消费专项行动实施方案》。其中提 到,加强投资支撑消费。用好中央预算内投资、超长期特别国债等资金,依法依规加强对教育医疗、技 能培训、养老托育、文旅体育等领域项目支持。强化财政资金监管,督促落实各类奖补资金兑付。支持 符合条件的消费、文化、旅游等领域项目发行基础设施不动产投资信托基金(REITs)。 贵州:支持符合条件的消费、文化、旅游等领域项目发行REITs ...
贵州:落实国家育儿补贴政策 制定本省促进生育措施
Di Yi Cai Jing· 2025-08-01 07:21
(文章来源:第一财经) 贵州省人民政府办公厅印发《贵州省提振消费专项行动实施方案》。其中提到,加大生育养育保障力 度。落实国家育儿补贴政策,制定本省促进生育措施。落实在本省参加职工基本医疗保险的灵活就业人 员、农民工、新就业形态从业者等的生育保险保障工作。开展公立医疗卫生机构托育服务试点,探索"1 +N"婴幼儿照护模式。鼓励有条件的单位提供职工托育服务。实施儿科服务年行动,支持儿科基建和 设备更新,优化分级诊疗,推动综合医院在儿童季节性疾病高发期按需开放夜间儿科门(急)诊。 ...
贵州:拓展汽摩消费链条,有序开展酒车联动促销
news flash· 2025-08-01 07:17
Core Viewpoint - The Guizhou Provincial Government has issued an implementation plan to boost consumption, aiming to invigorate the local market and promote economic recovery through various supportive actions and initiatives. Group 1: Consumer Capability Support Actions - Promote income growth for urban and rural residents through a new income increase action plan, ensuring synchronization with economic growth [2] - Address overdue payments to businesses by establishing a long-term mechanism for clearing debts and protecting the rights of small and medium enterprises [2] - Enhance reproductive and childcare support by implementing national subsidies and improving healthcare services for mothers and children [3] - Improve medical and pension security by increasing financial support for basic medical insurance and pension benefits [3][4] Group 2: Cultural and Tourism Integration Actions - Revitalize seasonal tourism by developing diverse tourism products and enhancing the "Colorful Guizhou" brand [5] - Promote cultural heritage through innovative models and support local cultural events and infrastructure [5] - Expand sports events and develop extreme sports projects to enhance the region's sports tourism appeal [6][7] Group 3: Service Supply Promotion Actions - Improve dining services by hosting culinary competitions and promoting local cuisine brands [10] - Enhance community services by establishing local service points for shopping, dining, and elder care [10] - Expand training services to include vocational skills and cultural heritage training [10] Group 4: Key Consumer Goods Upgrade Actions - Promote the replacement of old consumer goods, particularly in the automotive and home appliance sectors, using special funds [13] - Expand the automotive consumption chain by facilitating second-hand vehicle transactions and supporting automotive events [13][14] - Address housing consumption needs through urban renovation projects and the development of high-quality residential designs [14] Group 5: Consumption Environment Optimization Actions - Ensure workers' rights to rest and vacation, promoting flexible leave policies [15] - Improve urban and rural infrastructure to support consumption, including logistics and commercial facilities [15] - Strengthen brand development for local products and enhance their market visibility [15][16] Group 6: Policy Support Enhancement - Utilize central budget investments and special bonds to support projects in education, healthcare, and tourism [17] - Optimize financial services to facilitate consumer recovery and support retail businesses [17][18] - Foster the growth of business entities by adjusting pricing mechanisms and reducing market entry restrictions [18][19]
聚焦中央政治局会议
Jin Rong Shi Bao· 2025-08-01 02:37
Group 1 - The core focus of the articles is the emphasis on expanding domestic demand as a priority for China's economic strategy in the second half of the year, with a particular focus on boosting consumption and effective investment [1][2]. - The Central Political Bureau has highlighted the need to implement special actions to stimulate consumption, aiming to convert potential demand into a strong driving force for the domestic economy [2][3]. - Experts suggest that improving residents' consumption capacity and willingness is essential, which involves increasing income and reducing financial burdens through various policy measures [2][3]. Group 2 - Service consumption is identified as a key area for expansion, with the People's Bank of China announcing a 500 billion yuan loan facility aimed at promoting service consumption and elderly care [3]. - The articles indicate a shift in investment focus from quantity to quality, emphasizing the importance of effective investment in new infrastructure, urbanization, and public services [3]. - Urban renewal is highlighted as a critical area for investment, with recent meetings underscoring its potential to significantly impact the macroeconomic landscape [3].