2025年，应对外部环境复杂变化，中国始终坚持立足国内、依托国内大市场优势，充分挖掘内需潜力，全国统一大市场建设向纵深推进。一 个不断成长壮大的超大规模市场，夯筑起中国经济应对变局、开拓新局的坚实底气。 这是2025年6月20日拍摄的天津自贸区天津港东疆片区码头（无人机照片）。新华社记者孙凡越摄 当今世界，经济发展最稀缺的资源是市场。中国有14亿多人口，有全球最完整的产业体系，人均国内生产总值突破1万美元，是全球最大最 有潜力的消费市场。 以"数"观势，中国大市场向上生长的力量不断积蓄。 | 海费市场稳中有升 | 海费市场稳中有升 | | --- | --- | | 前三季度 | 前11个月 | | 最终消费支出对经济增长 | 社会消费品零售总额 | | 贡献率达53.5% | 同比增长4% > | | 比上年全年 | 增速不仅快于上年同期 | | 提升9个目分点 | 也快于上年全年 | | 投资规模持续扩大 | 投资规模持续扩大 | | 前11个月 | 今年"两重"建设 | | 扣除房地产开发投资后的 | 共安排8000亿元 | | 项目投资同比增长0.8% | 支持1459个项目 | | 重点领域投资保持 ...

Group 1 - The core viewpoint emphasizes the need for China to strengthen its domestic economy in response to external challenges, particularly in the context of the changing international landscape during the "15th Five-Year Plan" period [1] - The "15th Five-Year Plan" faces a more turbulent international environment compared to the "14th Five-Year Plan," with increased instability and uncertainty in global economic growth [1] - The relationship between international economic and trade struggles and domestic economic work is identified as a primary issue that needs to be addressed [1] Group 2 - There is a clear observation of a strong supply and weak demand imbalance, indicating a need to shift focus from production expansion to enhancing consumption and demand [2] - The adjustment in the "15th Five-Year Plan" from "allowing flexibility and maintaining control" to "allowing flexibility and ensuring good governance" reflects a deepening of the governing philosophy [2] - The concept of "effective market and proactive government" should focus on ensuring market-driven resource allocation, removing barriers to domestic market development, and establishing a competitive market order [2] Group 3 - The relationship between security and development is highlighted, stating that development is essential for security, but security must also serve development [2] - A dynamic balance between security and development is necessary, with high-quality development serving as the foundation for security [2]

本报讯 (记者寇佳丽)12月12日，海关总署党委召开扩大会议，传达学习中央经济工作会议精神，部署海 关贯彻落实措施。海关总署党委书记、署长孙梅君主持会议并讲话，在京总署党委委员出席会议。 (责任编辑：李春晖) 会议要求，全国海关要立足职能职责，全面落实党中央关于明年经济工作的思路、任务、政策，确保中 央有部署、海关有落实、执行见成效。要聚焦建强国内大市场，加强海关政策供给，促进贸易创新发 展，优化进出口结构，畅通国内国际双循环。要聚焦扩大高水平对外开放，以海关监管制度创新，支持 高标准建设海南自由贸易港，拓展多领域合作共赢新空间，商签更多区域和双边贸易协议，服务高质量 共建"一带一路"。要聚焦推动区域协调发展，优化口岸开放布局，编制好海关发展规划，完善区域开放 布局支持政策。要聚焦统筹发展和安全，完善全链条监管体系，筑牢国门安全屏障。 会议要求，要做好岁末年初各项工作，压紧压实安全生产责任，全力以赴防风险、保安全、保畅通，统 筹谋划好明年海关工作。要推进作风建设常态化长效化，树立和践行正确政绩观，以风清气正的政治生 态、苦练内功的实际成效，确保"十五五"开好局、起好步。 会议强调，全国海关要认真学习贯彻中央经 ...

人民财讯12月12日电，12月12日，海关总署党委召开扩大会议，传达学习中央经济工作会议精神，部署 海关贯彻落实措施。会议要求，全国海关要立足职能职责，全面落实党中央关于明年经济工作的思路、 任务、政策，确保中央有部署、海关有落实、执行见成效。要聚焦建强国内大市场，加强海关政策供 给，促进贸易创新发展，优化进出口结构，畅通国内国际双循环。要聚焦扩大高水平对外开放，以海关 监管制度创新，支持高标准建设海南自由贸易港，拓展多领域合作共赢新空间，商签更多区域和双边贸 易协议，服务高质量共建"一带一路"。要聚焦推动区域协调发展，优化口岸开放布局，编制好海关发展 规划，完善区域开放布局支持政策。要聚焦统筹发展和安全，完善全链条监管体系，筑牢国门安全屏 障。 ...

12月10日至11日，中央经济工作会议在北京举行。 会议指出，我国经济发展中老问题、新挑战仍然不少，外部环境变化影响加深，国内供强需弱矛盾突 出，重点领域风险隐患较多。但我国经济长期向好的支撑条件和基本趋势没有改变。 在当前经济形势下，中央经济工作会议确定的明年经济工作的首要重点任务是坚持内需主导，建设强大 国内市场。这无疑是对内需相关提法的再度升格。 贝壳财经记者注意到，过去5年，内需在中央经济工作会议中占据越来越重要的地位。业内专家认为， 这表明扩内需已经从宏观政策的组成部分变成引领经济工作的核心任务。 商务部研究院副研究员、硕士生导师姜照对贝壳财经记者表示，国际经验显示，大国经济的特征都是内 需为主导，内部可循环。2021年至2024年，内需对中国经济增长的平均贡献率为86.4%，内需特别是消 费已经成为中国拉动经济的重要动力和稳定锚。 苏商银行特约研究员付一夫对贝壳财经记者称，正如2025年中央经济工作会议所言，国内供强需弱矛盾 突出。这已经成为我国经济运行的主要挑战。同时，我国居民消费率仍低于世界平均水平，仍有较大提 升空间，因此，解决需求不足是我国增强经济内生增长动力、推动经济持续向好的关键。 从 ...

（文章来源：第一财经） 中信建投研报解读2025年中央经济工作会议，财政政策延续更加积极的政策基调，总体表述偏稳。货币 政策把"物价合理回升"写进总要求，价格和传导机制被放在更加突出的位置。内需主导和国内大市场仍 是发力的关键抓手。将以制度性增收为基础进一步提振消费，明确提出推动投资止跌回稳，直面投资下 行压力。科技和产业政策方面，把建设国际科创中心和重点产业链作为两大抓手，对AI+、数字贸易、 绿色贸易、海洋经济、新型能源体系等重点产业提出了明确指向。 ...

中信建投研报解读2025年中央经济工作会议，财政政策延续更加积极的政策基调，总体表述偏稳。货币 政策把"物价合理回升"写进总要求，价格和传导机制被放在更加突出的位置。内需主导和国内大市场仍 是发力的关键抓手。将以制度性增收为基础进一步提振消费，明确提出推动投资止跌回稳，直面投资下 行压力。科技和产业政策方面，把建设国际科创中心和重点产业链作为两大抓手，对AI+、数字贸易、 绿色贸易、 海洋经济、新型能源体系等重点产业提出了明确指向。 ...

Group 1 - The article emphasizes the importance of building a modern industrial system to strengthen the foundation of the real economy [2] - It highlights the need to optimize and enhance traditional industries while fostering the growth of emerging and future industries [3][4] - The development of high-quality and efficient services is also a key focus [5] Group 2 - A modern infrastructure system is essential, along with accelerating high-level technological self-reliance and innovation [7] - The article stresses the importance of original innovation and key core technologies [9] - It advocates for deep integration of technological and industrial innovation [11] Group 3 - The construction of a strong domestic market is crucial, with efforts to boost consumption and expand effective investment [16][17][19] - The article calls for breaking down barriers to create a unified national market and enhancing the quality of economic development [21][23] Group 4 - The modernization of agriculture and rural areas is highlighted, focusing on improving agricultural production capacity and quality [25] - It discusses the importance of regional economic layout optimization and promoting coordinated regional development [25][26] Group 5 - The article emphasizes the need for cultural innovation and the development of the cultural industry to enhance the influence of Chinese civilization [26][28] - It also addresses the importance of improving public services and promoting common prosperity [28][29] Group 6 - The article outlines the goal of promoting high-quality development in real estate and advancing the construction of a healthy China [29] - It discusses the importance of achieving carbon peak and forming a green production and lifestyle [30] Group 7 - The modernization of national security systems and capabilities is crucial for building a safer China [30] - The article emphasizes the need for a comprehensive social governance system to achieve national defense modernization [31]

Core Points - The "15th Five-Year Plan" is crucial for laying a solid foundation for achieving socialist modernization by 2035, as emphasized by Xi Jinping [1] - The plan outlines systematic strategies for economic and social development, focusing on high-quality growth, technological self-reliance, and enhanced national security [2][3] Economic and Social Development Goals - The plan sets seven main goals for the "15th Five-Year" period, including significant achievements in high-quality development, technological independence, and improved living standards [2] - It aims for per capita GDP to reach the level of middle-developed countries by 2035, indicating a substantial increase from current levels [3] Modern Industrial System - Emphasis on building a modern industrial system as the material and technical foundation for Chinese-style modernization, focusing on the real economy and advanced manufacturing [4] - The plan anticipates an additional market space of approximately 10 trillion yuan over the next five years through the effective upgrading of traditional industries [4] Technological Innovation - The plan highlights the importance of technological modernization, aiming to enhance the national innovation system and boost self-innovation capabilities [6] - Key areas for technological breakthroughs include integrated circuits, advanced materials, and biomanufacturing [6][7] Domestic Market Development - Strengthening the domestic market is identified as a strategic foundation for modernization, with a focus on expanding domestic demand and improving consumption [8][9] - The plan includes measures to enhance investment efficiency and increase the proportion of government investment in people's livelihoods [9] High-Level Opening Up - The plan emphasizes expanding high-level openness and cooperation, aiming to enhance trade and investment while maintaining a focus on domestic strengths [14][15] - Specific initiatives include optimizing trade structures and promoting digital trade [15] Agricultural Modernization - The plan prioritizes agricultural modernization and rural revitalization, aiming to improve agricultural productivity and living conditions in rural areas [16][17] - It includes measures to ensure food security and promote sustainable agricultural practices [17] Regional Economic Coordination - The plan aims to optimize regional economic layouts and promote coordinated development across regions, enhancing the synergy between urban and rural areas [18][19] - It includes initiatives for urbanization and improving infrastructure in rural areas [20] Cultural Development - Cultural prosperity is highlighted as a key aspect of modernization, with a focus on enhancing cultural innovation and public cultural services [21][22] Social Welfare and Quality of Life - The plan emphasizes improving living standards and social welfare, aiming for equitable access to resources and services [23][24] - It includes strategies for enhancing education, healthcare, and housing quality [24][25] Environmental Sustainability - The plan stresses the importance of green development and ecological protection, aiming for significant progress in building a "Beautiful China" [26][27] - It outlines measures for carbon neutrality and sustainable resource management [27] National Security - Strengthening national security is a key focus, with strategies to enhance the national security system and address various risks [28][29] - The plan emphasizes the need for a comprehensive approach to security that integrates development and safety [29][30] Defense Modernization - The plan outlines goals for modernizing national defense and the military, emphasizing the importance of a strong military for national security [31][32] Party Leadership - The plan underscores the necessity of the Party's leadership in driving modernization efforts, ensuring that all initiatives align with the Party's directives [33][34] - It emphasizes the importance of maintaining a unified approach to governance and policy implementation [34][35]