服务业扩能提质 编者按 日前召开的中央经济工作会议在部署2026年经济工作重点任务时提出"清理消费领域不合理限制措施，释放服务消费潜力""制定服务业扩能提质行动方 案""有序扩大服务领域自主开放""鼓励支持服务出口，积极发展数字贸易、绿色贸易"等。国家统计局12月15日发布的数据显示，1—11月份，全国服务业 生产指数同比增长5.6%。1—10月份，规模以上服务业企业营业收入同比增长7.6%。服务业平稳增长，现代服务业发展持续向好，将持续引领我国经济行 稳致远。 产业微评 ■夏金彪 服务消费作为现代经济结构优化升级的重要标志，正日益成为推动经济高质量发展的重要内生动力。近期召开的中央经济工作会议对明年经济工作重点任 务作出部署，明确提出"清理消费领域不合理限制措施，释放服务消费潜力"。 目前，我国经济已由高速增长阶段转向高质量发展阶段，服务消费在满足人民日益增长的美好生活需要、优化经济结构、促进就业等方面发挥着越来越重 要的作用。服务消费不仅涵盖餐饮、旅游、教育、医疗、养老等民生领域，还延伸至数字服务、体育赛事、文化娱乐等新兴业态，成为拉动经济增长 的"新引擎"。 数据显示，在2013—2023年的11年间， ...

突出强调人才的重要性，从技术突破转向"技术+产业+人才+金融"的闭环生态 文 |《财经》记者 王静仪 编辑 | 王延春 中央经济工作会议12月10日至11日在北京举行，为明年经济工作指明方向。"坚持创新驱动，加紧培育壮大新动 能"，被列为八项重点工作的第二项，仅次于内需主导。 具体包括：制定一体推进教育科技人才发展方案。建设北京（京津冀）、上海（长三角）、粤港澳大湾区国际科 技创新中心。强化企业创新主体地位，完善新兴领域知识产权保护制度。制定服务业扩能提质行动方案。实施新 一轮重点产业链高质量发展行动。深化拓展"人工智能+"，完善人工智能治理。创新科技金融服务。 对比2025年的第二项重点任务同是关注"创新"，《财经》发现，提法主要有三点不同： 其一，突出强调人才的重要性，将"制定一体推进教育科技人才发展方案"列在首位，从技术突破转向"技术+产业 +人才+金融"的闭环生态； 其二，将服务业列为经济新动能的重要组成，要求"制定服务业扩能提质行动方案"； 这并非顶层设计中首次提出发展服务业，但其侧重点与过去有明显不同：在规模已占主导的背景下，政策核心转 向解决质效问题。重点攻克优质供给不足、创新能力待提升、开放程 ...

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Group 1 - The core viewpoint emphasizes the potential of the service industry as a driver for economic structure optimization, industrial upgrading, employment stability, and international competitiveness [1][2] - During the "14th Five-Year Plan" period, the service industry's added value is expected to grow at an average annual rate of 5.9% from 2021 to 2024, contributing an average of 60.6% to economic growth, making it a key engine for socio-economic development [1][2] - The service industry's development level is a crucial indicator of a country's economic development, with China's service sector expected to account for approximately 56.7% of GDP by 2024, indicating significant room for improvement in both scale and structure [1][2] Group 2 - Current trends show a shift in consumer demand from mere availability to quality, with rapid growth expected in sectors such as health care, elderly care, and lifelong education due to the expansion of the middle-income group and demographic changes [2][3] - The service industry faces a shortage of high-quality supply, particularly in education, healthcare, and elderly care, while the international competitiveness of knowledge-intensive services needs enhancement [3] - Systemic barriers, such as market entry restrictions and insufficient competition, hinder innovation and service quality, necessitating further exploration in areas like cross-border data flow and professional qualification recognition [3][4] Group 3 - The transformation of China's economy is driven by profound changes in supply and demand, with a focus on manufacturing transformation and consumption upgrades being critical for enhancing the service industry's capacity and quality [4] - Promoting the service industry's capacity and quality requires a systemic innovation in development concepts, models, and standards, focusing on output efficiency, competitiveness in service trade, and consumer satisfaction [4] - Key strategies include removing barriers to market entry, fostering deep integration between modern services and advanced manufacturing, and creating a conducive environment for new service models and regulatory frameworks [4]

Core Insights - The development potential of the service industry is driven by the continuous expansion of the consumer market and its role as a comprehensive carrier for optimizing economic structure, promoting industrial upgrading, stabilizing and expanding employment, and enhancing international competitiveness [1][2] Group 1: Service Industry Growth - During the "14th Five-Year Plan" period, China's service industry is expected to grow steadily, with an average annual increase of 5.9% in value added from 2021 to 2024, contributing an average of 60.6% to economic growth [1] - By 2024, the value added of the service industry is projected to account for approximately 56.7% of GDP, with household service consumption expenditure making up 46.1%, indicating significant room for improvement in both scale and structure [1] Group 2: Changing Consumer Demand - Current consumer demand in China is shifting from "availability" to "quality," with rapid growth expected in life services such as health care, elderly care, childcare, cultural tourism, and lifelong education due to trends like the expansion of the middle-income group and population aging [2] - The manufacturing sector's transition to higher value chains is driving strong demand for productive services such as R&D design, modern logistics, inspection and testing, and technology finance [2] Group 3: Challenges and Shortcomings - The primary shortcoming in the service industry is the lack of high-quality supply, with a scarcity of quality services in education, healthcare, elderly care, and childcare [3] - There are systemic barriers, including market access restrictions and insufficient competition, which hinder innovation and service quality [3] Group 4: Strategic Recommendations - To promote the expansion and quality improvement of the service industry, it is essential to focus on systemic innovation in development concepts, models, and standards rather than merely increasing scale and speed [4] - Key strategies include removing barriers to market access, encouraging fair participation from various business entities, and fostering the development of internationally competitive service industry leaders [4] - Emphasis should also be placed on deep integration of modern services with advanced manufacturing and agriculture, as well as the integration of digital technologies with service industries [4]

Core Viewpoint - The recent policy measures aim to stimulate private investment in China, particularly in the service sector and key infrastructure projects, by providing clearer guidelines and support for private enterprises [1][3][5]. Group 1: Policy Announcements - The National Development and Reform Commission (NDRC) held a meeting to discuss the "14th Five-Year Plan" and gather suggestions for accelerating the development of the service industry [1]. - The NDRC announced 13 measures to promote private investment, focusing on expanding investment space, ensuring fair competition, and enhancing policy support [2][3]. Group 2: Investment Growth and Challenges - Private investment has slowed this year due to international environmental changes and adjustments in the real estate market, but private project investment excluding real estate grew by 2.1% year-on-year in the first three quarters [2]. - The NDRC acknowledges existing challenges in private investment and aims to address these through targeted measures [2][9]. Group 3: Specific Measures for Private Investment - The first measure encourages private capital participation in state-approved projects in sectors like railways and nuclear power, with a potential share of over 10% for private investors [3][4]. - The measures emphasize the need for feasibility studies to assess private capital involvement in these projects [5]. Group 4: Addressing Barriers to Investment - The measures aim to eliminate unreasonable market access barriers for private enterprises, particularly in service sectors such as environmental protection and quality certification [10]. - The NDRC plans to support private enterprises in high-value service sectors, enhancing their participation in industrial design and technology services [11]. Group 5: Future Directions - The NDRC will implement actions to enhance the quality and capacity of the service industry, promoting integration with advanced manufacturing and modern agriculture [1][11]. - There is a focus on encouraging private enterprises to explore paths for service-oriented manufacturing, enhancing their competitive edge in the market [11].

郑栅洁主任表示，服务业是国民经济的重要组成部分，服务业发展水平是衡量一个国家经济发展程度的 重要标志。我国服务业具有巨大的扩容和提质空间，党的二十届四中全会对促进服务业优质高效发展作 出重要部署。面对复杂多变的市场形势，希望企业坚定发展信心，挖掘潜在商机，把握发展机遇，推进 生产性服务业向专业化和价值链高端延伸，促进生活性服务业高品质、多样性、便利化发展。对企业提 出的好的意见建议，将在"十五五"规划《纲要》编制工作予以吸收采纳。国家发展改革委将深入贯彻落 实党的二十届四中全会精神，按照党中央、国务院决策部署，会同有关方面深入实施服务业扩能提质行 动，为经营主体创造更好的发展条件、环境和生态，推进现代服务业与先进制造业、现代农业深度融 合，促进产业提质降本降碳，不断推动服务业优质高效发展。同时，加强政企常态化沟通交流，点面结 合帮助解决企业实际困难，促进民营经济健康发展、高质量发展。 （文章来源：期货日报网） 参会企业谈到，近年来我国服务业快速发展，市场规模持续壮大，新模式新业态不断涌现，为企业高质 量发展提供了广阔空间。未来服务业市场需求巨大，企业正在努力推进本领域服务专业化、精细化发 展，有信心更好服务各 ...

Core Viewpoint - The Chinese government is actively promoting policies to enhance the development of private enterprises and private investment, with a focus on expanding the service industry and facilitating private capital participation in key sectors such as railways and nuclear power [1][3][5]. Group 1: Policy Initiatives - The National Development and Reform Commission (NDRC) has introduced 13 measures aimed at stimulating private investment, including expanding market access and ensuring fair competition [2][3]. - The measures emphasize the need for special feasibility studies to assess private capital participation in projects requiring state approval, particularly in sectors with potential returns [4][5]. - The government aims to create a better environment for private enterprises by integrating modern services with advanced manufacturing and modern agriculture [1][9]. Group 2: Investment Trends - Private investment has shown a stable growth of 2.1% year-on-year in the first three quarters of the year, excluding real estate development [2]. - The government acknowledges existing challenges in private investment, such as market access barriers and financing difficulties, and is addressing these through targeted policies [6][8]. Group 3: Focus Areas for Private Capital - The measures encourage private capital to participate in high-value service sectors, including industrial design, quality certification, and digital transformation [9][10]. - The NDRC is committed to enhancing the quality and efficiency of the service industry, which is seen as a crucial component of national economic development [1][10]. Group 4: Implementation Strategies - The government plans to support private enterprises in participating in significant projects and to streamline the approval process for private investment in infrastructure and public services [6][7]. - There is a focus on building digital platforms and providing market-oriented services to support private enterprises in their innovation and growth efforts [7][10].

Core Viewpoint - The meeting hosted by the National Development and Reform Commission (NDRC) focused on gathering opinions and suggestions for accelerating the development of the service industry in line with the "14th Five-Year Plan" [3][4]. Group 1: Service Industry Development - The service industry is a crucial component of the national economy, and its development level is a key indicator of a country's economic progress [4]. - There is significant potential for expansion and quality improvement in China's service sector, as highlighted by the recent policies from the 20th Central Committee [4]. - The meeting emphasized the need for enterprises to maintain confidence in development, explore potential business opportunities, and enhance the specialization and value chain of productive services [4]. Group 2: Government Support and Policy Recommendations - Participants suggested that the government should deepen institutional reforms, improve social security and tax support systems, and innovate regulatory methods to better support service industry development [3]. - The NDRC plans to incorporate the valuable suggestions from enterprises into the "14th Five-Year Plan" to create a better development environment for businesses [4]. - The NDRC aims to implement actions that enhance the capacity and quality of the service industry, promoting integration with advanced manufacturing and modern agriculture [4].

Core Insights - The National Development and Reform Commission (NDRC) is focusing on the development of the service industry as part of the "14th Five-Year Plan" and is seeking input from private enterprises on how to accelerate service sector growth [1][2] - The service industry is recognized as a crucial component of the national economy, with significant potential for expansion and quality improvement [2] Group 1: Service Industry Development - The service industry in China has been rapidly growing, with an expanding market size and the emergence of new models and formats, providing ample space for high-quality development [1] - Enterprises are encouraged to pursue specialization and refinement in their service offerings to better meet production activities and consumer needs [1][2] Group 2: Government Support and Policy Recommendations - Companies have suggested that the government deepen institutional reforms, improve social security and tax support systems, innovate regulatory methods, and strengthen the guarantee of development factors for the service industry [1] - The NDRC plans to incorporate valuable suggestions from enterprises into the "14th Five-Year Plan" to create better development conditions and environments for businesses [2]