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从跨年文化供给看内需潜力丨金视角
Xin Lang Cai Jing· 2025-12-27 07:23
Core Viewpoint - Beijing has launched a series of cross-year activities aimed at enhancing consumer experience through city-wide participation, reflecting a strategic move to expand domestic demand rather than a temporary measure [1][2] Group 1: Service Consumption Strategy - The focus of Beijing's activities is not on individual consumption projects but on creating a systematic supply that allows for participatory, extendable service consumption scenarios [1] - Cultural performances, public exhibitions, and extended access to public spaces collectively enhance service quality and experience density, addressing the demand for high-quality living [1] Group 2: Demand and Supply Interaction - The potential of service consumption is influenced not only by residents' income levels but also by the richness and accessibility of the supply system [1] - The significance of holiday economies lies in the concentrated release of quality content and services, providing clear outlets for potential demand, illustrating the interaction and mutual shaping of supply and demand [1] Group 3: Cultural Experience and Consumption Patterns - Cultural experiences have a certain extension effect, where participation in events can lead to a shift in future lifestyle choices [1] - The transformation of holiday experiences into regular lifestyle choices is essential for service consumption to evolve from temporary spikes to sustained growth, representing a feasible path to building a complete domestic demand system [1] Group 4: Improving Consumption Environment - In the context of a complex external environment and the need to further release domestic demand, expanding domestic demand requires improving the consumption environment and optimizing the supply structure [2] - Cross-year cultural consumption provides observable and verifiable practical paths, enhancing the systematic and coordinated nature of service supply to create conditions for releasing domestic demand potential [2]
明年经济工作怎么干?17市州主官这样说
Xin Lang Cai Jing· 2025-12-27 04:16
发展成绩来之不易,为我们在新起点上应对新挑战、夺取新胜利奠定了坚实基础。 转自:荆州发布 12月25日 省委经济工作会议在汉召开 研究部署2026年经济工作 17市州分组讨论 一致赞同省委、省政府 关于明年经济工作的安排 来看他们怎么说! ——武汉—— 对于省委经济工作会议有五点突出感受: 认识体会弥足珍贵,为我们做好当前和今后一个时期的经济工作提供了现实指导。 形势分析科学辩证,为我们全面做好经济工作坚定了信心决心。 目标安排务实进取,为我们更好引导预期、保持战略主动提供了重要依据。 工作任务重点突出,为全省上下抓好贯彻落实明确了主攻方向。 下一步,武汉将: 进一步强化内需主导,做强发展能级。扩大有效益的投资。激发有潜能的消费。培育有潜力的企业。 进一步壮大实体经济,加快发展新质生产力。加快打造"一城三廊一带"。加快构建现代化产业体系。加快建设基础设施体系。 进一步加快城市更新,建设现代化人民城市。深入推进城市更新三年行动。更好发挥"一委一办一平台"作用。 进一步推进区域协同,打造高质量发展重要增长极。持续"强核"。加快"壮圈"。全力"带群"。 进一步筑牢安全底线,持续增进民生福祉。加强生态保护。加强民生保 ...
张军扩:需求已成中国经济增长决定性因素,扩大内需须“长短兼顾”
Xin Lang Cai Jing· 2025-12-27 04:15
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 [7][9]. Group 1: Economic Resilience and Demand-Supply Dynamics - China's economy continues to show strong resilience and stable operation despite external shocks and challenges, with major macroeconomic indicators remaining stable, laying a good foundation for achieving the annual growth target of around 5% [7][8]. - The main contradiction in economic operation has gradually shifted from the supply side to the demand side, indicating that resolving demand issues is crucial for smooth economic circulation and stable growth [3][8]. Group 2: Consumption Demand and Structural Challenges - The insufficient consumption demand is influenced by both short-term market fluctuations and long-term structural factors, necessitating both immediate stimulus policies and long-term solutions to ensure stable growth [10][11]. - The structural factors include a long-term low consumption rate among residents, which is estimated to be 10-20% below the international average, highlighting the need to increase residents' income and social security levels to enhance consumption capacity [11][12]. Group 3: Investment Opportunities and Policy Innovation - Investment remains important and should be balanced with consumption to achieve effective economic growth, with significant potential for investment in urban renewal, rural infrastructure, and improving living standards [6][13]. - The demand for investment in urban and rural areas is substantial, but requires innovative mechanisms to align the interests of government, enterprises, and property owners [14][15]. - Promoting private and foreign investment is essential, which can be supported by deepening reforms and improving the business environment to stabilize and enhance corporate expectations and confidence [15][16].
看2026|挑战者创投周华:消费的新质生产力藏在微小体验里
Sou Hu Cai Jing· 2025-12-27 03:00
开栏语 当时间的刻度指向2026,一个崭新的五年征程即将启幕。 此刻,我们立足承前启后的交汇点,"十四五"即将圆满收官。回顾2025年,在多重压力之下,中国经济再次走过了"很不平凡"的一年,并展现出强大韧性和 活力,成就奠定坚实基础。 刚刚闭幕的中央经济工作会议深刻指出,做好明年经济工作,要"坚持稳中求进工作总基调",在政策取向上,"要坚持稳中求进、提质增效",着力稳就业、 稳企业、稳市场、稳预期,推动经济实现质的有效提升和量的合理增长,保持社会和谐稳定,实现"十五五"良好开局。 启新程,当乘势而上,更须砥砺前行。站在"十五五"新程待启的关键时点,如何看待2026年的经济形势?2026年经济工作怎么干?新京报贝壳财经推出《看 2026:十五五·启新程》专题报道,汇聚监管部门、知名学者和领军企业家,解读政策脉络,洞察趋势变化。2026,我们携手出发。 扩大内需的坚实基础,是用户心甘情愿地重复选择。我们关注的是:消费者是否会主动回购、推荐亲友,甚至在缺货时愿意等待。这种基于信任的复购,远 比流量转化更可持续。 优化供给的起点,往往不是技术突破,而是对日常生活的认真体察。比如上班族想喝一碗红豆薏米水却没时间熬煮,就 ...
看2026|ATM Capital屈田:助力中国优秀企业出海
Sou Hu Cai Jing· 2025-12-27 03:00
Group 1 - The central economic work meeting emphasizes the need to continuously expand domestic demand and optimize supply, focusing on enhancing quality and efficiency while stabilizing employment, enterprises, markets, and expectations [1][4] - ATM Capital aims to assist Chinese consumer brands and technology companies in expanding into emerging markets, providing better, more diverse, and cost-effective products and services [4] - The company plans to activate existing domestic industry capacity by helping established industry leaders and hidden champions to enter international markets, thereby creating new growth momentum [4] Group 2 - For 2026, ATM Capital's strategic development goals include focusing on performance growth, product innovation, and business line expansion, while maintaining stable financial returns and enhancing ecological value and industry influence [5] - The company aims to help more invested enterprises become leading brands in their respective markets and successfully replicate their success from single countries to regional markets [5] - Product innovation will shift from early-stage financial investment to a comprehensive, modular solution that includes strategic consulting, localized implementation, ecosystem resource integration, and ongoing capital support [5]
看2026|袁记云饺田伟:加速出海,让海外业务成为新增长点
Sou Hu Cai Jing· 2025-12-27 03:00
开栏语 当时间的刻度指向2026,一个崭新的五年征程即将启幕。 此刻,我们立足承前启后的交汇点,"十四五"即将圆满收官。回顾2025年,在多重压力之下,中国经济再次走过了"很不平凡"的一年,并展现出强大韧性和 活力。 刚刚闭幕的中央经济工作会议深刻指出,做好明年经济工作,要"坚持稳中求进工作总基调",在政策取向上,"要坚持稳中求进、提质增效",着力稳就业、 稳企业、稳市场、稳预期,推动经济实现质的有效提升和量的合理增长,保持社会和谐稳定,实现"十五五"良好开局。 启新程,当乘势而上,更须砥砺前行。站在"十五五"新程待启的关键时点,如何看待2026年的经济形势?2026年经济工作怎么干?新京报贝壳财经推出《看 2026:十五五·启新程》专题报道,汇聚监管部门、知名学者和领军企业家,解读政策脉络,洞察趋势变化。2026,我们携手出发。 对于企业而言,针对中央经济工作会议提出的持续扩大内需等议题会有哪些举措?2026年有哪些战略发展目标?新京报贝壳财经记者就此采访了袁记云饺联 合创始人田伟。 袁记云饺联合创始人田伟。受访者供图 新京报贝壳财经:中央经济工作会议提出持续扩大内需、优化供给,做优增量、盘活存量,因地制宜 ...
21社论丨发挥协同效应,稳定房地产市场
21世纪经济报道· 2025-12-27 01:10
Core Viewpoint - The recent policy adjustments in Beijing aim to stabilize the real estate market by optimizing purchase restrictions and housing credit policies, with expectations for more cities to follow suit [1] Group 1: Policy Adjustments - The adjustments are designed to implement the removal of unreasonable consumption restrictions on housing and to promote active real estate transactions [1] - The focus is on expanding domestic demand, as the real estate sector significantly influences investment and consumption through related industries like renovation and home appliances [1] Group 2: Market Dynamics - The real estate market is undergoing adjustments primarily due to demographic changes and urbanization, leading to a "strong supply and weak demand" situation [1] - The current market conditions indicate a need for faster inventory digestion to achieve a balance between supply and demand, particularly in cities with population inflows [2] Group 3: Inventory Management - The existing inventory consists of unsold housing and second-hand homes, with the latter's transaction share increasing from less than 28% at the end of the 13th Five-Year Plan to 45% currently, and over 60% in major cities [2] - Encouraging local governments to acquire unsold properties for affordable housing can help quickly reduce market inventory and restore market confidence [2] Group 4: Market Stability - The rental yield in first-tier cities is recovering, and lower interest rates are making rental returns more attractive, contributing to market stability [3] - A comprehensive approach is necessary to stabilize the real estate market, balancing various aspects such as market and security, rental and purchase, and new and second-hand homes [3]
锚定重点,以实际行动推动高质量发展——省委经济工作会议精神在全省引发热烈反响
Da Zhong Ri Bao· 2025-12-27 01:06
12月23日召开的山东省委经济工作会议部署了"八个更大力度"重点任务,为做好明年经济工作提供 了行动指引、明确了主攻方向。大家纷纷表示将锚定会议确定的重点工作,以实际行动推动高质量发 展。 "省委经济工作会议将'更大力度推进全方位扩大内需'列为八个重点任务之首,作为扩大内需的关 键一环,促消费工作的重要性更加凸显。"潍坊市商务局党组书记、局长郭永超介绍,今年以来,潍坊 市多措并举大力提振消费,1—11月,已开展各类促消费活动600余场,拉动消费超100亿元;限上零售 额同比增长10.7%。接下来,将利用好元旦、春节、元宵节等重要节点,谋划推出一系列丰富多彩的暖 冬消费季促消费活动,满足广大群众的多元化消费需求。 布局好未来产业是建设现代化产业体系的重要一环。省委经济工作会议提出更大力度健全现代化产 业体系,前瞻布局未来产业,支持建设未来产业先导区,这让烟台市发展改革委工业和高技术产业科科 长宋吉彬倍增干劲。"近年来,烟台市抢抓新一轮科技革命和产业变革机遇,聚力打造未来产业先导 区,布局'3+X'未来产业发展格局,打造10个未来产业加速园,争创全省首个全场景无人驾驶试点,设 立百亿级新兴未来产业专项基金。"宋吉 ...
发挥协同效应,稳定房地产市场
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-27 00:59
Core Viewpoint - The recent policy adjustments in Beijing aim to stabilize the real estate market by optimizing purchase restrictions and housing credit policies, with expectations for more cities to follow suit [1] Group 1: Policy Adjustments - Beijing has issued a notice to further optimize and adjust real estate policies, focusing on stabilizing the market [1] - The adjustments are in line with the requirement to eliminate unreasonable restrictions on housing consumption and are tailored to local conditions [1] - The central economic work conference has set a clear goal for next year's real estate work, emphasizing the need to stabilize the market and implement city-specific measures [2] Group 2: Market Dynamics - The real estate market is currently experiencing a "strong supply and weak demand" situation due to a large stock of new homes and the inclusion of second-hand homes in the market [1] - The stock of unsold homes is significant, and local governments are encouraged to purchase these for use as affordable housing, which could help restore market confidence [2] - The proportion of second-hand home transactions has increased from less than 28% at the end of the 13th Five-Year Plan to 45% currently, with major cities seeing over 60% [2] Group 3: Rental Market and Investment - Rental yields in first-tier cities are recovering, and declining interest rates are making rental returns more attractive, creating favorable conditions for market stability [3] - The relationship between market supply and demand has fundamentally changed, necessitating a comprehensive approach to stabilize the real estate market [3] - Cities should balance various aspects such as market and security, rental and purchase, and new and second-hand homes to effectively reduce inventory [3]
锚定目标任务 以实干担重任
Xin Lang Cai Jing· 2025-12-26 21:02
Group 1 - The core theme of the municipal economic work conference is high-quality development, which aims to set a clear direction for the city's growth and ensure a strong start for the "14th Five-Year Plan" [3][4] - The conference emphasizes the importance of grassroots involvement in economic revitalization, encouraging local communities to actively participate in service and support for businesses [2][4] - Various districts, such as Shenhe and Huanggu, are committed to optimizing the business environment and enhancing government services to facilitate economic growth and improve the quality of life for residents [5][6] Group 2 - The conference outlines strategies for expanding domestic demand and stabilizing growth, with a focus on leveraging the automotive industry and promoting cultural, sports, and tourism integration [4][6] - There is a strong emphasis on innovation and digital empowerment to build a modern industrial system unique to each district, particularly in Dadong District [4][6] - The implementation of a "5+1+1" model for comprehensive rural revitalization is highlighted, aiming to address key issues in agriculture and rural development [6]