投资与消费良性互动
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科学把握消费与投资的关系
Sou Hu Cai Jing· 2026-01-07 02:27
"十五五"规划建议明确指出,要促进消费和投资、供给和需求良性互动,增强国内大循环内生动力和可 靠性。消费和投资是需求体系的两大支柱,既关乎经济运行的即时动力,也影响长期潜能的积蓄和释 放。只有使消费和投资在更高层次上实现同向发力、相互促进,才能真正畅通生产、分配、流通、消费 各环节,形成需求牵引供给、供给创造需求的动态平衡机制。 实现消费与投资良性互动是经济高质量发展的应有之义 投资与消费作为内需体系的两大支柱,既是总量扩张的"双引擎",更是结构升级的"双支点"。"十五 五"时期,推动二者协同发力,不仅关系到经济增长的速度与质量,更关系到现代化产业体系的塑造、 内需潜力的释放和新质生产力的培育。 从增长动能角度看,投资和消费相互结合,能够有效提升经济增长的稳定性与持续性。投资扩大生产能 力、改善基础条件,为消费提供更加丰富的产品与服务供给;消费需求的增长又为投资注入市场信心和 收益预期,带动企业增加资本开支和研发投入。二者互动形成了需求牵引供给、供给创造需求的良性循 环,推动经济增长动力从"外需拉动"向"内需主导"转变,增强了经济体系的自主性和安全性。当前,全 球经济复苏乏力、外部不确定性上升,我国经济发展面 ...
姚景源:投资转向民生,消费迎来黄金期
Xin Jing Bao· 2025-11-17 15:08
Core Points - The Beijing Municipal Committee's recent meeting emphasized a significant shift in economic development strategy from investment-driven growth to a model promoting interaction between investment and consumption [1][4] - The meeting highlighted the need to address consumption issues, with a focus on increasing the resident consumption rate as part of the 15th Five-Year Plan [1][3] - Investment should be directed towards sectors that foster new productive forces, such as digital economy, artificial intelligence, and green industries [1][2] Investment and Consumption Interaction - The primary constraint on consumption is not a lack of willingness but rather financial concerns and expectations [2] - The connection between boosting consumption and promoting employment and income is crucial for addressing consumer hesitance [2] - Investments in urban renewal, elderly-friendly modifications, and 5G network coverage are seen as creating new consumption scenarios, effectively "building roads and bridges" for future consumption [2] Employment and Income Growth - The service sector is identified as a key driver for creating high-quality jobs, with a current employment share around 50% compared to 70%-80% in developed countries [3] - There is a strong recommendation for Beijing to develop its tourism and cultural industries, leveraging its historical and cultural resources [3] - The central government's proposal emphasizes synchronizing labor income growth with productivity improvements, highlighting the importance of technology in driving consumer income growth [3]