Domestic Macro Policy - The central government emphasizes implementing more proactive macro policies to expand domestic demand and promote technological and industrial innovation[3] - Recent policies focus on enhancing service trade and consumption, with significant meetings discussing government work reports and economic strategies[12] - The State Council has initiated measures to improve the quality of elderly care services, aiming to enhance service supply and expand coverage[4] Infrastructure and Industry - Policies have been introduced to support high-quality development in the new energy storage manufacturing sector, with a focus on innovation-driven growth[14] - The government is launching pilot programs for public sector vehicles in ten cities, aiming to promote the market application of new energy vehicles[15] Monetary Policy - The central bank is exploring the expansion of its macro-prudential and financial stability functions, aiming to innovate policy tools[16] - A macro-prudential work meeting highlighted the need to strengthen financial management in key areas[17] Consumer Policy - A three-year action plan (2025-2027) has been launched to optimize the consumer environment, focusing on improving supply quality and consumer rights protection[18] Financial Regulation - Financial regulators are increasing support for private enterprises, particularly small and micro businesses, to ensure stable credit supply[20] - New regulations allow Hong Kong and Macau banks to offer foreign currency card services in mainland China starting March 1, 2025[21] Trade Relations - China is willing to cooperate with the EU on green industry initiatives, including electric vehicles, amidst ongoing trade tensions[22] - President Xi Jinping and President Putin reaffirmed their commitment to deepening practical cooperation between China and Russia[22] Overseas Macro Policy - The U.S. plans to impose an additional 10% tariff on Chinese imports starting March 4, 2025, as part of ongoing trade tensions[28] - The Federal Reserve is cautious about monetary policy, indicating a potential pause in interest rate changes while monitoring inflation trends[30] Risk Factors - There is a risk of divergence in domestic and foreign monetary policies, with concerns that domestic policy implementation may fall short of expectations[33]

Core Viewpoint - The article discusses the "Several Measures for Promoting High-Quality Development of Inclusive Elderly Care Services" released by the National Development and Reform Commission and other departments, focusing on creating a sustainable, affordable, and quality elderly care service system [1][3]. Group 1: Service Supply Enhancement - The primary task is to improve the quality and expand the supply of services, particularly for elderly individuals with disabilities or dementia [3]. - Encouragement for elderly care institutions to open community facilities such as rehabilitation care and senior dining services, and to promote the application of AI-assisted diagnostic equipment to enhance home care service quality [3][4]. Group 2: Asset Utilization and Support - The measures advocate for the coordinated use of existing assets, with local development and reform departments leading efforts to repurpose government and state-owned enterprise facilities for elderly care services [3]. - Local governments are encouraged to provide support in terms of land use, utility pricing, and operational costs for inclusive elderly care institutions [3]. Group 3: Development of Service Institutions - The measures promote the development of chain and group inclusive elderly care institutions, with state-owned enterprises playing a leading role in brand creation and service standardization [5]. - Public elderly care institutions are encouraged to open surplus beds to the community, while private institutions should enhance facilities for the elderly, particularly those who are elderly or disabled [5]. Group 4: Pricing Mechanism - The affordability of services is emphasized, with local governments required to consider costs, subsidies, and community affordability when setting prices [5]. - Public institutions will have their basic service fees guided by government pricing, while private institutions will be managed through government guidance or reference pricing [5]. Group 5: Regulatory and Collaborative Framework - The measures stress the need for collaboration among civil affairs, development reform, and market regulation departments to ensure the proper operation and pricing of inclusive elderly care services [5]. - Local regions are urged to align their strategies with demographic aging trends and the development level of the elderly care industry to better meet the needs of the elderly population [5].

文：任泽平团队 人口问题既十分重要，又充满争议；既事关国家兴衰，又关系每个人的幸福。 少子化、老 龄化、不婚化、阶层固化等现象带来的挑战及应对，在学术界和国家战略层面长期存在不同观 点。人口因素是长周期、慢变量，势大力沉，是典型的"灰犀牛"，人口问题日益成为世界各国 重点关注的议题。 在经济学中，人口与资本、技术一起在供给侧决定经济潜在增长率，是引发经济增速变 动、经济结构转型的长周期变量，同时，人口的数量和结构还在需求侧影响着消费、投资等领 域。 因此，人口研究至关重要。 我们长期以来专注于人口研究，试图以科学家的精神、建设 性的态度，系统客观地对人口方面的问题进行分析研究，旨在帮助读者厘清逻辑、明晰真相、 看清未来，推动社会进步。我们长期以来建言放开生育、鼓励生育、降低生育养育教育成本， 与梁建章、黄文政等老师一起发起成立育娲人口研究这一公益研究机构。 一、中国视角：少子老龄化时代来临，人口变迁带来哪些挑战和机遇 人口周期是指人口经历老一代陆续死亡、新一代不断出生、世代更替的人口再生产过程及 其引发的经济社会变化。个体生命周期的加总成为人口周期，主要表现为生育率下滑、老龄化 加重、人力资本水平提高、人口迁 ...

文：任泽平团队 人口问题既十分重要，又充满争议；既事关国家兴衰，又关系每个人的幸福。 少子化、老 龄化、不婚化、阶层固化等现象带来的挑战及应对，在学术界和国家战略层面长期存在不同观 点。人口因素是长周期、慢变量，势大力沉，是典型的"灰犀牛"，人口问题日益成为世界各国 重点关注的议题。 在经济学中，人口与资本、技术一起在供给侧决定经济潜在增长率，是引发经济增速变 动、经济结构转型的长周期变量，同时，人口的数量和结构还在需求侧影响着消费、投资等领 域。 因此，人口研究至关重要。 我们长期以来专注于人口研究，试图以科学家的精神、建设 性的态度，系统客观地对人口方面的问题进行分析研究，旨在帮助读者厘清逻辑、明晰真相、 看清未来，推动社会进步。我们长期以来建言放开生育、鼓励生育、降低生育养育教育成本， 与梁建章、黄文政等老师一起发起成立育娲人口研究这一公益研究机构。 少子老龄化带来一系列重大而深远的影响和挑战，比如经济潜在增速下降、储蓄投资率下 降、劳动力成本上升、创新创业活力下降、资产估值中枢下行、社会负担加重等。 过去，中 国依靠庞大且年轻的人口红利和高储蓄投资率带来的高资本投入，支撑改革开放后经济的快速 增长。2 ...