Core Viewpoint - The report by Pangu Think Tank emphasizes the strategic importance of developing the "China's Great Hinterland" as a national strategy to respond to the retreat of globalization and promote land-based openness and internal circulation [1][4] Group 1: Strategic Importance - The "Great Hinterland" strategy is designed to address global uncertainties and foster new economic growth poles by reshaping regional economic geography [4] - The report suggests that the traditional "East-Central-West" development model is outdated and needs to be restructured to meet current economic conditions [4] Group 2: Geographic Definition - The "Great Hinterland" is defined as a central region that is not along borders or coastlines, characterized by dense population, economy, and culture [1] - It consists of a three-tier structure: the core layer ("Hinterland Triangle" of Chengdu, Chongqing, and Xi'an), the second layer of city clusters (including Zhengzhou, Wuhan, and others), and the third layer linking ten provinces [1][4] Group 3: Infrastructure Development - Infrastructure in the "Hinterland Triangle" has been significantly upgraded, with improvements in high-speed rail, water transport, and air transport networks [5] - The region hosts seven of the top fifteen airports in China, highlighting its strategic position and economic attractiveness [5] Group 4: Population Trends - There is a noticeable trend of population return to the west, with Chengdu's population projected to reach 21.47 million in 2024, an increase of 71,000 from the end of 2023 [7] - Guiyang is expected to have the highest population growth in the country, with an increase of 199,600 people [7] - This population movement is reshaping regional demographics and providing sustained development momentum for the central and western city clusters [7]

在此背景下，"实施中国大腹地战略"的构想应运而生。这一战略聚焦四川、重庆、陕西、山西、河 南、湖北、湖南、云南、贵州、广西十省市，覆盖人口逾5亿，经济总量占比超全国30%，构筑"大腹 地"经济空间。这一重构打破沿海优先路径依赖，将腹地提升为新发展格局的主体承载区，通过嵌入 腹地经济韧性对冲外部不确定性，实现从"沿海附属支撑"向"内陆增长极核"的范式跃迁。 2025.05. 12 本文字数：1288，阅读时长大约3分钟 作者 | 第一 财经 李秀中 5月12日，盘古智库新大航海时代公益课题组发布了《建设中国大腹地，打造内循环主平台》，报告 建议将中国大腹地建设上升为国家战略层级，通过"十五五"规划明确其功能定位与发展路径。 报告认为，世界正步入贸易碎片化新阶段。当前中美贸易摩擦及美国发起的全球关税争端表明，经济 自由化范式已发生根本性转向，各国须将战略重心转向强化内需驱动，以抵御外部冲击。 同时，中国经济也发展到了内需驱动的阶段。随着工业化、城镇化进程进入中后期，传统投资拉动型 增长模式面临边际效益递减、债务压力累积等现实挑战，而消费需求正从"小康型"向"富裕型"跃迁， 服务消费、新型消费、区域下沉市场等内需潜 ...

通过区域协调发展战略激活内陆市场潜力，形成"以增量带存量"的良性循环，最终实现发展成果由沿海 向内陆、由城市向乡村的全面渗透。 报告提出，大腹地差异化的消费文化与偏好成为撬动内需升级的关键。大腹地拥有人口基数与结构优 势，人口逾5亿，经济总量占比超全国30%，其消费梯度特征既能承接高品质商品与服务，又能孵化新 兴品类。另外，大腹地是历史文化与旅游资源的核心聚集区，其多样性和独特性显著推动消费增长。同 时又是新消费IP的涌现地。 报告认为，当前我国人均GDP虽已突破1.3万美元门槛，但距离现代化目标仍有显著差距。未来，人均 GDP将向2万至3万美元区间跃升。这意味着拥有五亿人口的大腹地将释放出数万亿美元量级的增长潜 能。同时，这种跨越式发展不仅体现在经济总量的倍增，更在于通过区域协调发展战略激活内陆市场潜 力，形成"以增量带存量"的良性循环，最终实现发展成果由沿海向内陆、由城市向乡村的全面渗透。这 一过程中，庞大人口基数与持续增长动能的叠加效应，将为中国经济转型升级提供坚实的支撑。 在此背景下，"实施中国大腹地战略"的构想应运而生。这一战略聚焦四川、重庆、陕西、山西、河南、 湖北、湖南、云南、贵州、广西十省市， ...