Core Viewpoint - Consumption is identified as a crucial driver for sustainable economic growth in China, with a focus on boosting consumption and enhancing investment efficiency as key tasks for 2025 [2][8] Group 1: Research and Findings - The central research team, led by prominent leaders, conducted field studies in Shaanxi and Guangdong to gather insights on effective local consumption-boosting practices and challenges faced [3][7] - The team observed significant advancements in creating new consumption scenarios and growth points in both provinces, emphasizing the importance of community commerce in stimulating consumer activity [4][6] Group 2: Recommendations and Strategies - Recommendations include enhancing digital integration, optimizing business structures, and exploring sustainable operational mechanisms that combine public welfare with commercial interests to invigorate consumption [4][7] - The research team suggested leveraging local culture to create differentiated intellectual property (IP) and utilizing big data to analyze consumer preferences, thereby extending the consumption chain and improving regional collaboration [6][7] Group 3: Economic and Social Impact - The study highlighted the dual achievement of economic and social benefits, with a focus on job creation and community engagement through local tourism and cultural initiatives [5][6] - The team noted the need for a supportive policy framework to enhance consumer motivation, improve the consumption environment, and stimulate a virtuous cycle of consumption driving production and income growth [8]

短期内降低政策利率和扩大公共投资是重点。 中国经济在一季度延续了去年四季度以来的较好势头。不过，考虑到美国关税政策冲击、国内财政支撑 力度边际减弱等因素，市场对二季度经济承压的担忧增加。 关税冲击对中国经济影响有多大？宏观政策如何应对？中国金融四十人论坛（CF40）4月21日发布的 《2025年第一季度宏观政策报告》提示，美国总统特朗普关税政策对中国经济的冲击会在二季度之后逐 步显现，并从五个方面提出应对建议。其中，扩大内需仍是首位。 CF40研究院执行院长郭凯、北京大学国家发展研究院院长黄益平在报告发布会上表示，作为扩大内需 的重要部分，促进国内消费是当前最优的政策选择。CF40资深研究员、中国社科院世界经济与政治研 究所副所长张斌强调，促消费政策落地应该分清轻重缓急，短期内降低政策利率和扩大公共投资是重 点。 应对关税冲击的五大方向 考虑到财政一季度靠前发力后可能面临季节性退坡，上述报告建议，国内宏观政策有必要提前做充分准 备，可以从五个方面着手应对：一是加快扩大内需，二是稳住股市和汇市，三是敞开谈判大门，但反对 美方"极限施压"和"漫天要价"，四是对受损企业给予必要救济，五是为企业从出口向内需转型创造更 ...

《辽宁省提振消费6条政策》印发 金十数据4月22日讯，《辽宁省提振消费6条政策》印发。其中提到，培育市场主体壮大提振消费。每月 对2025年注册成立、经营良好、为全省经济发展做出积极贡献且主营业务收入达到2000万元及以上的批 发业市场主体、达到500万元及以上的零售业市场主体以及达到200万元及以上的住宿和餐饮业市场主体 给予10万元一次性奖励，进一步引导培育商贸流通领域市场主体发展壮大，凝聚促消费工作合力。 （一财） ...

Core Viewpoint - The Jilin Provincial Government has issued an implementation plan aimed at boosting consumption and enhancing economic growth through various measures focused on increasing income, reducing burdens, improving consumption quality, and optimizing the consumption environment [1][2][3][4][5][6][7][8] Group 1: Income Enhancement - The plan includes measures to increase wage income, such as adjusting the minimum wage and unemployment insurance in line with wage standards, and providing support for skilled workers and unemployed individuals to encourage entrepreneurship [1][2] - It aims to expand property income by promoting investments from commercial insurance funds and social security funds, and encouraging financial institutions to develop diverse financial products [2] - The target is to achieve over 2.7 million rural labor transfers by 2025 and create over 180,000 new jobs [1] Group 2: Burden Reduction - The plan outlines support for child-rearing through subsidies and the development of public childcare services, with specific financial support for different regions [3][4] - It aims to enhance medical insurance services, including expanding coverage for maternity insurance and children's medication [4] - The initiative includes innovative insurance products for new employment forms and aims to provide insurance for at least 40,000 new workers by 2025 [4] Group 3: Consumption Quality Improvement - The plan supports tourism consumption by promoting cultural and artistic activities in scenic areas and developing diverse tourism routes [5] - It emphasizes the development of winter sports and activities, with financial incentives for ski resorts based on visitor numbers [6] - The initiative includes the establishment of new consumption models, such as night markets and online shopping platforms, to enhance consumer experience [7] Group 4: Financial Support - The plan aims to strengthen financial support for enterprises, particularly in the cultural and tourism sectors, by improving credit ratings and financing capabilities [8] - It encourages financial institutions to enhance credit support for service consumption and to offer differentiated credit based on customer repayment capabilities [8] - The government will maintain low financing rates for agricultural and small business support, ensuring accessibility to financial resources [8]

昨天（4月21日），市政府党组理论学习中心组召开学习会，深入学习贯彻习近平总书记近期重要 讲话精神。市委副书记、市长、市政府党组书记吴庆文主持会议。 会议要求，要始终保持战略定力，坚定不移深化改革开放。市政府党组要坚定信心、沉着应对、加 强研判，发挥好稳外贸工作专班作用，积极帮助外贸企业渡过难关。要准确把握做好周边工作的内涵和 要求，用好高质量共建"一带一路"平台，加强与周边国家交流合作，努力为周边工作大局贡献苏州力 量。 会议强调，要紧紧锚定年度任务，乘势而上做好二季度工作。市政府党组要聚焦全年目标任务，扎 扎实实落实好各项政策措施，在全方位扩大内需、大力提振消费、提高投资效益，推动科技创新和产业 创新融合发展，激发各类经营主体活力等方面持续加力，继续稳扎稳打做好二季度经济工作，坚定扛 起"挑大梁"责任担当。 会议认真学习了习近平总书记在会见国际工商界代表、中共中央政治局会议、中央周边工作会议上 的重要讲话精神，以及李强总理在经济形势专家和企业家座谈会上的讲话精神。 会议指出，要深刻领会精神实质，不折不扣抓好贯彻落实。市政府党组要深刻领会习近平生态文明 思想，坚决完成中央生态环境保护督察反馈问题整改任务，协 ...

Core Viewpoint - The report from CITIC Securities emphasizes that real estate is a crucial component of the policy framework aimed at boosting consumption, with various local policies being implemented to stabilize the housing market, which is seen as key to enhancing consumer confidence [1] Summary by Relevant Sections - **Real Estate Market Trends** - As of March 2025, new home prices have increased in 24 out of 70 major cities, although overall housing prices continue to decline, indicating a growing urgency for policy intervention [1] - **Local Government Initiatives** - Regions such as Guizhou and Qingdao are supporting the real estate market through renovation and subsidy measures [1] - **Future Policy Expectations** - CITIC Securities anticipates that national policies may be introduced in April or May, which could benefit developers with strong product offerings and companies with high-quality assets [1] - **Investment Opportunities** - The report highlights that companies in the property and commercial management sectors are viewed positively for investment potential [1]

Group 1 - Domestic e-commerce platforms and supermarkets are supporting foreign trade enterprises to penetrate the domestic market amid increased tariffs in the US [1][2] - Retailers like Yonghui Supermarket and Lianhua Supermarket are offering expedited services and marketing support to help foreign trade companies manage inventory and adapt products to domestic consumer trends [1][2] - JD.com and Douyin are implementing various measures, including direct procurement and dedicated foreign trade product sections, to enhance sales channels for quality foreign trade products [2] Group 2 - Logistics companies like SF Express are collaborating closely with supermarkets to ensure comprehensive delivery coverage and efficient order processing, particularly for bulky foreign trade goods [2] - The transformation from "export to domestic sales" requires efficient collaboration of supply chains, with e-commerce platforms and retail giants playing a crucial role in channel support [3] - China's domestic consumption market is recovering steadily, with retail sales reaching 83,731 billion yuan in January-February, showing a year-on-year growth of 4.0% [3]

2025.04. 14 郎学红表示，去年国家统筹安排1500亿元左右超长期特别国债资金，大力支持大规模设备更新与消 费品以旧换新，由于政策逐层落地后时间相对较长，最终这笔专项基金实际上还有所结余。今年国家 继续安排3000亿元超长期特别国债用于支持消费品以旧换新，而政策落地更早，有望更大程度上激 发市场活力。"方案的核心在于在稳住产品类消费的同时，更大力度释放服务类消费需求，增加优质 服务消费的供给。相较于汽车产品等实物性消费，服务类消费领域蕴含着巨大的发展潜能，亟待通过 高质量供给的精准投放来激活。" 本文字数：1517，阅读时长大约3分钟 作者 | 第一财经 武子晔 汽车消费再迎利好政策。4月12日上午，"上海商务"官微发布消息称，为进一步做好2025年本市汽车 以旧换新工作，将汽车置换更新补贴范围扩大至外牌旧车。 "去年就有一些省市出台这样的政策，即在何处购买就享受何处的购车补贴政策，且很多地方对报废 或转让车辆的牌照归属地并不限制。地方政府出台此类政策的目的十分明确，就是吸引周边省市的消 费者将购车消费落地到政策出台地，从中也可以看出各地对促消费的重视程度，通过此类政策吸引周 边消费者到当地购买。"中 ...

Group 1 - The core viewpoint of the articles highlights the significant potential and growth space in the consumer market, as evidenced by the 1.26 billion domestic trips during the Qingming Festival, representing a 6.3% year-on-year increase, and total domestic spending of 57.549 billion yuan, up 6.7% year-on-year [1] - The "Special Action Plan to Boost Consumption" emphasizes increasing income and reducing burdens to enhance consumer capacity, prioritizing actions to increase urban and rural residents' income [1] - Key measures include promoting reasonable growth in wage income, broadening channels for property income, and ensuring farmers' income growth through various initiatives [1] Group 2 - The articles stress that boosting consumption requires coordinated efforts across various departments and sectors, with economic policies reflecting a consumer-oriented approach [2] - It is noted that reducing burdens on households, such as medical expenses and childcare costs, is crucial for stabilizing consumer expectations and enhancing consumption capacity [2] - The relationship between income growth and burden reduction is highlighted, indicating that both aspects should be addressed systematically to strengthen consumer confidence and contribute to economic resilience [2]

本周，当清明小长假的热度还未走远，新一轮消费热潮已然开启。 看全国，4月13日，以"共享开放机遇，共创美好生活"为主题，第五届中国国际消费品博览会在海南海 口正式开馆，这既是开年以来我国举办的首场重大国际性展会，也是我国唯一以消费为主题的国家级展 会。 看成都，旨在培育消费新动能，在"2025成都首发季"启动仪式上，《成都市推动首发经济发展三年行动 计划（2025—2027年）》发布，"成都市首发经济服务中心"正式挂牌成立，未来"FA@成都"活动品牌影 响力将进一步打响。 回答"享哪些服务"，要以消费环境的优化持续激发更多活力。 实现一站式"购物+退税"，4月8日"即买即退"服务措施从多地试点推广至全国，成都作为试点城市之 一，目前已有49家商户取得了相应资格；激发"焕新"消费热情，自杭州市2025年旧房装修补贴全面启动 以来，截至本周二，已有4900多户业主申请了旧房装修补贴，申请金额近6000万元……良好的消费环境 是提振消费信心、促进消费增长的重要一环。有了好的消费环境，更多消费需要、资源供给才能更好落 地。 消费是拉动经济最主要、最稳定、最持久的动力，也是人民美好生活需要的直接体现。当"能消费"的场 ...