其二，提振内需长效发力的关键，在于实现供需的精准适配。 提振内需，必须聚焦供给侧结构性改革，以高质量供给对接消费升级。在商品消费领域，鼓励企业加大 创新研发力度，从"规模扩张"转向"品质提升"，推出更多优质产品，精准对接居民个性化、智能化、绿 色化的消费需求。在服务消费领域，需进一步打破文旅、养老、健康、家政等领域的准入壁垒与隐性限 制，依托人工智能等技术推动服务业数字化升级，培育融合式、沉浸式消费新场景。唯有让供给端始终 紧跟需求变化，才能形成"消费升级牵引供给创新，供给创新激活消费增量"的长效循环。 ■ 矫 月 1月20日，在国新办举行的新闻发布会上，国家发展改革委副主任王昌林表示，要坚持把宏观政策的发 力点放在做强国内大循环上，全方位扩大国内需求。 在笔者看来，需从以下三个维度长效发力，进一步提振内需。 其一，提振内需长效发力的根基，在于筑牢居民消费的"能力底座"。 消费的底气，来自实实在在的收入增长和完善的民生保障。2025年中央经济工作会议明确提出，制定实 施城乡居民增收计划。这有助于增强居民的消费能力。笔者认为，增收计划要想落地见效，一方面，需 要通过稳就业、优化薪酬分配制度，推动中低收入群体收入 ...

Group 1 - The core viewpoint of the articles highlights the significant role of consumption as the main engine of economic growth in China, with a retail sales total exceeding 50 trillion yuan in 2025, reflecting a year-on-year growth of 3.7% [1] - Final consumption expenditure contributed 52% to economic growth in 2025, an increase of 5 percentage points from the previous year, indicating a robust support for economic expansion [1] - The per capita consumption expenditure reached 29,476 yuan, with a real growth of 4.4% after adjusting for price factors, showcasing the steady improvement in residents' consumption capacity [1] Group 2 - New types of consumption are on the rise, with a clear trend of upgrading consumption structure, shifting from a "goods-dominated" model to a balanced focus on both goods and services [2] - Service retail sales grew by 5.5% year-on-year, outpacing goods retail sales by 1.7 percentage points, with a continuous increase in its share of overall retail sales [2] - Specific sectors such as tourism, cultural and recreational services, and the silver economy are experiencing significant growth, reflecting strong consumer demand for cultural and spiritual consumption [2] Group 3 - The implementation of policies promoting the replacement of old goods and the push for digital and green consumption have effectively stimulated the durable goods market, with goods retail sales increasing by 3.8% year-on-year [2] - The sales volume of new energy vehicles has ranked first globally for 11 consecutive years, indicating a strong trend towards green consumption [2] - The integration of online and offline shopping, along with a focus on green and intelligent consumption models, is providing lasting momentum for economic growth [2] Group 4 - The vast scale of the consumption market serves as a strong foundation for addressing risks and challenges, ensuring that consumption continues to play a pivotal role in supporting high-quality economic development in China [3]

Core Viewpoint - In 2025, service consumption in China is expected to significantly outperform goods consumption, with a projected annual growth rate of 5.5% for service retail, compared to 3.8% for total social retail sales, indicating a continuous improvement in service consumption [1] Group 1: Service Consumption Growth - The growth of service retail reflects a rising enthusiasm among residents for cultural and sports services, showcasing a trend of consumption upgrading and an increasing share of service consumption in overall spending [1] - The policy framework is supportive, as six ministries jointly released a document at the end of November aimed at enhancing supply-side adjustments to further unleash the potential of service consumption [1] Group 2: Economic Implications - The positive momentum in service consumption is seen as a crucial driver for optimizing economic structure and facilitating consumption upgrades, highlighting the significant future development space in this sector [1]

(经济观察)2025年中国经济年报现五大亮点 中新社北京1月19日电 题：2025年中国经济年报现五大亮点 他提到，去年中国经济增速在全球主要经济体中名列前茅，是全球经济增长最稳定、最可靠的动力源， 对世界经济增长的贡献率预计达到30%左右。 结构向"新" 增长动能优化 在总量保持稳定增长的情况下，中国经济结构也进一步优化。2025年，中国规模以上高技术制造业增加 值占规模以上工业增加值比重升至17.1%，规模以上数字产品制造业增加值比上年增长9.3%，服务器、 工业机器人产量高速增长；绿电、绿能、绿色经济蓬勃发展，新能源汽车国内新车销量占比超过50%。 康义称，去年中国在创新驱动、产业提质、数字赋能、绿色转型等方面取得不少新进展，新质生产力从 理念共识转化成发展实效，让经济增长更具质量、更有后劲。 中新社记者 尹倩芸 2025年中国经济年报19日公布。面对外部环境急剧变化、国内挑战增多的复杂形势，去年中国经济顶住 多重压力，保持稳定运行，呈现五大亮点。 迈上新台阶 GDP首超140万亿元 据官方数据，2025年中国国内生产总值(GDP)达1401879亿元(人民币，下同)，首次跃上140万亿元新台 阶，同比 ...

地方层面同样重视以数智技术促进服务消费提质扩容。《上海市促进服务业提质增效和消费提振扩容联 动发展的若干措施》提出，对具有自主IP的AI原生游戏等单项产品按照规定给予奖励，支持发展AI微短 剧。《江苏省"人工智能＋"行动方案》提出，推动消费产品与大模型融合创新，强化跨应用、跨系统、 跨终端交互协作。 "系列政策加大了对养老服务、绿色消费等服务消费重点领域的定向支持，其密集落地契合'十五五'开 局之年扩内需的发展要求。"苏商银行特约研究员付一夫告诉中国证券报记者。 同时，中国社会科学院财经战略研究院研究员李勇坚认为，数智技术向服务消费领域全面渗透，能够提 高供需匹配效率，扩大服务消费规模，推动服务消费场景持续创新。在需求推动、供给优化、政策支持 与技术渗透背景下，服务消费仍有较大增长空间。 支持多个细分领域 1月16日召开的国务院常务会议提出，要加快培育服务消费新增长点。2026年开年以来，服务消费领域 政策支持力度持续加大。多个部门发布服务消费支持政策，涉及银发经济、绿色消费、文体消费等领 域，上海、江苏、北京等多地也推出地方性支持政策。 专家认为，居民消费升级和数智技术提升可以为服务消费拓展增长空间。未来应 ...

1月16日召开的国务院常务会议提出，要加快培育服务消费新增长点。2026年开年以来，服务消费领域 政策支持力度持续加大。多个部门发布服务消费支持政策，涉及银发经济、绿色消费、文体消费等领 域，上海、江苏、北京等多地也推出地方性支持政策。专家认为，居民消费升级和数智技术提升可以为 服务消费拓展增长空间。未来应进一步优化消费环境，优化金融支持举措，推动供需精准对接。 ...

Core Viewpoint - The Chinese government is accelerating the cultivation of new growth points in service consumption, with a focus on various sectors such as the silver economy, green consumption, and cultural and sports consumption, supported by multiple policies and local initiatives [1][2]. Policy Support - The State Council's meeting on January 16 emphasized the need to foster new growth points in service consumption, encouraging the emergence of new business models and enhancing the quality of service supply [2][4]. - Eight departments, including the Ministry of Civil Affairs, released measures to support the silver economy through technology-enabled elderly care services [2]. - The Ministry of Commerce and nine other departments issued a notice to promote green consumption, focusing on areas like green dining and accommodation [2]. Technological Integration - Experts believe that the integration of digital and intelligent technologies into service consumption can enhance supply-demand matching efficiency and expand the scale of service consumption [3]. - Local governments are prioritizing the use of digital technologies to improve service quality and expand consumption, with initiatives in cities like Shanghai and Jiangsu promoting AI and innovative service products [2][4]. Financial Support - Financial support policies for the service consumption sector are expected to expand, with the People's Bank of China indicating plans to include the health industry in support measures for service consumption and elderly care [6]. - The Ministry of Civil Affairs is working on specialized financial support policies to encourage social capital participation in the elderly care sector [6][7]. Market Potential - The potential for service consumption in China is significant, with calls for innovative and diversified consumption scenarios to attract more social capital and meet the diverse needs of high-income groups [5][7]. - The Ministry of Transport is exploring measures to expand yacht consumption, highlighting the broad opportunities within the service consumption market [5].

● 本报记者 熊彦莎 1月16日召开的国务院常务会议提出，要加快培育服务消费新增长点。2026年开年以来，服务消费领域 政策支持力度持续加大。多个部门发布服务消费支持政策，涉及银发经济、绿色消费、文体消费等领 域，上海、江苏、北京等多地也推出地方性支持政策。 专家认为，居民消费升级和数智技术提升可以为服务消费拓展增长空间。未来应进一步优化消费环境， 优化金融支持举措，推动供需精准对接。 服务消费增长空间足 今年以来，推动服务消费发展信号频频释放。1月16日召开的国务院常务会议提出，要加快培育服务消 费新增长点，支持新业态新模式新场景竞相涌现，增加优质服务供给，解决好信用、标准、安全管理等 问题，促进服务消费提质惠民。 民政部等八部门发布的《关于培育养老服务经营主体 促进银发经济发展的若干措施》明确，大力支持 科技赋能养老服务。商务部等九部门发布的《关于实施绿色消费推进行动的通知》提出，提升绿色服务 消费，发展绿色餐饮、绿色住宿、绿色家政。 地方层面同样重视以数智技术促进服务消费提质扩容。《上海市促进服务业提质增效和消费提振扩容联 动发展的若干措施》提出，对具有自主IP的AI原生游戏等单项产品按照规定给予奖励， ...

谈及如何加力加效培育新业态新模式新场景，朱克力表示，一是深化试点示范，扩大"三新"试点覆盖范 围，总结推广典型经验，打造更多带动面广的消费新场景，进而引领服务消费升级；二是强化供给提 质，聚焦养老、托育、家政等重点领域，推动服务标准化、职业化、产业化发展，支持企业创新服务模 式，增加个性化、定制化服务供给；三是健全服务消费基础设施，推动新业态新模式新场景下沉，扩大 农村与社区服务供给，让服务消费红利惠及更广泛群体；四是优化政策支持，升级以旧换新、消费券发 放等政策举措，将绿色智能服务消费纳入支持范围，加大金融机构对服务消费领域的信贷投放力度；五 是完善监管与服务，创新监管方式，加强消费者权益保护，规范新兴业态发展。 苏商银行特约研究员付一夫在接受《证券日报》记者采访时表示，下一步加快培育服务消费新增长点需 多维度协同发力：首先，丰富供给，聚焦交通、家政、文旅、情绪体验等领域，支持新业态新模式涌 现；其次，完善制度，建立健全服务标准、信用体系与安全管理机制；最后，优化环境，清理消费领域 不合理限制，落实带薪休假制度，结合城乡居民增收计划提升消费能力与意愿。 在支持新业态新模式新场景涌现方面，付一夫认为，去年各地 ...

居民当下和预期收入的增长是提振消费、扩大内需的关键动力。 坚持内需主导、建设强大国内市场，是中央经济工作会议明确的今年经济工作的首要任务。新年以来的 两场国务院常务会议（下称"国常会"），都在聚焦扩内需，政策组合拳不断加力。 1月16日召开的国常会，听取提振消费专项行动进展情况汇报并研究加快培育服务消费新增长点等促消 费举措。会议强调，完善促消费长效机制，制定和实施好扩大消费"十五五"规划、城乡居民增收计划， 加快建设强大国内市场。 此前1月9日召开的国常会，部署了实施财政金融协同促内需一揽子政策，强调加强财政政策与金融政策 配合联动，充分发挥政策效应，引导社会资本参与促消费、扩投资。 国家发改委、央行、财政部、商务部、民政部等部门近期对促消费扩内需、稳就业促增收作出了一系列 部署，把短期政策和中长期结构性改革结合起来，不断增强中国经济增长的内生动能。 财信金控首席经济学家伍超明对第一财经记者分析，政策核心在于构建消费内生增长机制，将"十五 五"消费规划与增收计划联动，标志着政策从短期刺激转向系统性制度安排。清理不合理限制和落实带 薪休假，直击消费能力和时间约束两大瓶颈，触及劳动力市场制度变革。这种消费与产业 ...