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投资与消费良性循环
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“坚持内需主导”为何被摆在首位
Yang Shi Wang· 2025-12-12 09:48
中央经济工作会议刚刚落幕,2026年的经济工作蓝图已经铺开。在八大重点任务中,"坚持内需主导, 建设强大国内市场"被摆在首位,这不仅体现了决策层对当前经济形势的深刻洞察,更释放出一个清晰 而坚定的信号:中国经济的光明前景,正蕴藏于14亿多人民日益增长的美好生活需要之中。 此次会议提出"深入实施提振消费专项行动",并"制定实施城乡居民增收计划",抓住了扩大内需的根 本。收入是消费的基础,没有稳定的收入增长,消费就缺乏支撑。 因此,把"增收"作为提振消费的前提,体现了政策设计的系统性和前瞻性。会议强调"着力稳就业、稳 企业、稳市场、稳预期",正是为了夯实居民收入增长的根基。只有企业稳了,岗位才稳;岗位稳了, 收入才稳;收入稳了,消费信心才能真正恢复。 值得关注的是,会议特别强调要"释放服务消费潜力",并提出"清理消费领域不合理限制措施"。这一提 法具有很强的现实针对性。 2024年,我国居民人均服务性消费支出占人均消费支出的比重为46.1%,与发达国家相比仍有明显差 距。无论是文旅休闲、教育培训,还是医疗康养、信息通信,服务消费需求旺盛,但一些体制机制障碍 仍制约着供给质量和效率。此次明确提出清理消费领域不合理限 ...
刘尚希:实现投资与消费相互促进,加快央地财政改革
Sou Hu Cai Jing· 2025-06-01 13:41
Group 1 - The core viewpoint emphasizes the need to focus on the intensity of government spending expansion and the optimization of its structure to achieve the goal of expanding total demand [2][3] - Government spending is increasingly recognized as an endogenous factor in economic cycles, highlighting issues such as idle funds and rising future payment obligations [3][6] - The suggestion is to shift the focus of investment and consumption policies from project-based to human-centered approaches, addressing the significant demand arising from urbanization and social transformation [3][4] Group 2 - The process of urbanization is linked to rural reforms, particularly in enhancing the valuation and tradability of farmers' property rights, reflecting the need for comprehensive rural development [4][5] - The central-local fiscal relationship is crucial, with current macroeconomic policies heavily relying on local government finances, which affects the overall effectiveness of fiscal policies [6] - Recent fiscal data shows a significant disparity in spending growth rates, with central government spending increasing by 9% while local spending only grew by 3.9%, indicating challenges in local expenditure expansion [6]