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中经评论:消费投资协同发力扩内需
Jing Ji Ri Bao· 2025-10-31 00:09
Group 1 - The core viewpoint emphasizes the importance of expanding domestic demand and constructing a new development pattern, with a focus on enhancing the domestic circulation of the economy [1][3] - In the first three quarters, final consumption expenditure contributed 53.5% to economic growth, while capital formation contributed 17.5%, highlighting the significance of domestic demand in economic development [1] - The relationship between consumption and investment is not adversarial; rather, they are interdependent and mutually reinforcing, with consumption being the ultimate demand and investment being crucial for expanding reproduction and enhancing supply capacity [2][4] Group 2 - The article stresses the need to clarify misconceptions regarding consumption and investment, such as viewing them as opposing forces or neglecting the long-term benefits of consumption [1][2] - It advocates for a systematic approach to promote a dynamic balance between consumption and investment, with a focus on enhancing residents' income and improving social security systems to stabilize consumption expectations [3][4] - Investment in key areas, particularly in new fields and weak links, is essential for high-quality development, with an emphasis on major projects that enhance foundational capabilities and long-term benefits [4]
【数说经济】消费投资协同发力扩内需
Sou Hu Cai Jing· 2025-10-30 22:42
作为超大规模经济体,我国具备内需为主导、内部可循环的优势。正确把握消费与投资的辩证关系,对 于促进形成更多由内需主导、消费拉动、内生增长的经济发展模式,增强国内大循环内生动力和可靠性 具有重要意义。 然而在实践中,一些认识误区仍需厘清。一是将消费与投资简单对立,视为一场"拔河比赛",认为增加 消费必然挤占投资,或扩大投资必然抑制消费。二是割裂短期与长期效益,要么过度看重投资形成的当 期增长,而轻视消费的基础性作用;要么认为投资增速放缓意味着投资空间收缩,甚至投资不再重要。 三是陷入"重规模、轻效益"的惯性思维,一提到扩大投资,就习惯于走"老路",聚焦于传统规模扩张, 而忽视了投资的结构、质量和效率。 事实上,消费与投资绝非相互排斥、非此即彼的关系,而是互为依托、彼此促进的有机整体。从经济循 环的整体过程来看,消费是最终需求,是经济增长的根本目的和持久动力;投资是实现扩大再生产、提 升供给能力的关键手段,在形成当期需求的同时,还通过创造就业岗位、增加居民收入等,为后续消费 扩张奠定坚实基础。比如,5G、人工智能、工业互联网等新型基础设施投资,可以显著降低社会运行 成本和交易费用,让未来的消费更便捷、更多样。 全 ...
消费投资协同发力扩内需
Jing Ji Ri Bao· 2025-10-30 22:16
党的二十届四中全会提出,坚持惠民生和促消费、投资于物和投资于人紧密结合,以新需求引领新供 给,以新供给创造新需求,促进消费和投资、供给和需求良性互动。这为"十五五"时期扩大内需指明了 方向。我国一年有近50万亿元的消费、超过50万亿元的投资,扩大内需既有空间又有潜力。要坚持系统 观念,推动消费和投资在更高水平上实现良性互动和动态平衡。 全面扩大内需,不是让消费与投资简单叠加,而是让不断升级的消费需求成为指引投资方向、驱动转型 升级的"导航仪";让高效精准的投资成为提升供给质量、创造消费新需求的"发动机"。二者协同发力, 为中国经济高质量发展注入持久动力。 党的二十届四中全会提出,"建设强大国内市场,加快构建新发展格局"。今年以来,我国更加注重将发 展的立足点放在扩大内需、做强国内大循环上,有效激发了内需潜力。前三季度,最终消费支出对经济 增长贡献率为53.5%,资本形成总额贡献率为17.5%,内需始终是我国经济发展和应对挑战的坚实依 托。 作为超大规模经济体,我国具备内需为主导、内部可循环的优势。正确把握消费与投资的辩证关系,对 于促进形成更多由内需主导、消费拉动、内生增长的经济发展模式,增强国内大循环内生动 ...