近年来，我国消费市场规模稳步扩大，服务消费表现亮眼。2020年至2024年，居民服务性消费支出年均 增长9.6%。今年9月，商务部等部门印发《关于扩大服务消费的若干政策措施》，更大力度提振消费、 扩大内需。党的二十届四中全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规划 的建议》提出，"以放宽准入、业态融合为重点扩大服务消费"。本期特邀专家围绕相关问题进行研讨。 把握升级趋势释放服务消费潜力 扩大服务消费的重要意义和作用体现在哪些方面？如何看待服务消费未来发展潜力？ 谭永生（中国宏观经济研究院产业经济与技术经济研究所副所长、研究员）：服务消费是促进民生改善 的重要支撑，也是消费转型升级的重要方向。当前，我国居民消费个性化、多样化、品质化的升级趋势 日益明显，正从商品消费转向服务消费，需充分认识发展服务消费的重大意义及其发展潜力，坚持扩大 内需这个战略基点，增强国内大循环内生动力和可靠性。 扩大服务消费是扩内需的现实需要。商品消费多以满足功能性需求为主，边际效用会逐步递减，如居民 不会在短时间内重复购买家电、汽车等耐用消费品。服务消费更强调情感和体验层面的满足，具有持续 升级和反复消费的特性，这 ...

为进一步构建优质高效服务业新体系，吴中区深入实施"产业强区、创新引领"发展战略，积极谋划生产 性服务业赋能"3+2+N"重点产业集群，2024年全区服务业增加值首次突破1000亿元，占GDP比重达 52.4%，生产性服务业占规上服务业比重超65%。 吴中区在推动产业融合、服务业集聚、领军企业培育等方面成效显著，累计培育江苏省"两业融合"区域 试点1个，"两业融合"试点单位7家，省市级现代服务业集聚区8家，省市级服务业领军企业14家。省级 以上孵化器11家，27家市级以上总部企业。吴中区成功获批江苏省首批面向人形机器人领域的未来产业 先行集聚发展试点，新业态、新模式、新动能不断涌现。 数智+AI双轮驱动 "十四五"期间，吴中区现代服务业发展全面提速，在结构优化、业态创新、产业集聚等方面取得显著成 效。通过促进载体升级、深化融合发展与改革，服务业整体呈现稳中向好、质效齐升的良好局面，为区 域经济转型升级与持续健康发展提供了强劲动力。 发展成效显著 服务业成经济核心支柱 吴中区汇聚多个专业创业园区和创新孵化基地，为创新主体提供全周期服务。以"一谷多园、生态智 谷、AI软实力、具身硬科技"为特色，构建"软件赋能+硬件 ...

国家统计局最新数据显示，10月份国民经济延续总体平稳、稳中有进的发展态势，生产供给基本稳定， 就业形势总体稳固，居民消费价格呈现回暖迹象，新动能持续积累壮大。 本月经济数据亦反映出总量增速有所放缓。具体来看，10月份全国规模以上工业增加值同比增长 4.9%，较前值6.5%有所回落；出口同比下降1.1%，较上月8.3%的增速明显回落；社会消费品零售总额 同比增长2.9%，略低于前值3.0%。这些变化受季节性波动、基数效应、竞争秩序规范以及前期"抢出 口"等因素共同影响，并不改变中国经济长期向好的基本趋势。 物价数据回暖是本月最积极的变化。居民消费价格指数(CPI)同比由上月的下降0.3%转为上涨0.2%，显 示内需逐步恢复。尤其值得注意的是，扣除食品和能源的核心CPI同比上涨1.2%，涨幅已连续六个月扩 大。工业生产者出厂价格(PPI)同比下降2.1%，降幅连续三个月收窄，环比则由降转升，微涨0.1%，反 映工业部门供需关系正在改善。 物价回升主要受益于假期消费带动与部分工业品价格企稳。国庆、中秋双节推动出行与住宿需求上升， 宾馆住宿、飞机票和旅游价格环比分别上涨8.6%、4.5%和2.5%，假日餐饮需求也带动 ...

Core Insights - The meeting chaired by Zheng Zhanjie focused on gathering opinions and suggestions for accelerating the development of the service industry in line with the "14th Five-Year Plan" [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 developing, with a continuously expanding market size and the emergence of new models and formats, providing ample space for high-quality development [1] - Companies are optimistic about the future demand in the service sector and are working towards specialized and refined service development to better meet production activities and public needs [1] - The "14th Five-Year Plan" emphasizes promoting high-quality and efficient development of the service industry, implementing actions to enhance capacity and quality, and deepening regulatory reforms [2] Group 2: Government Support and Policy Recommendations - Zheng Zhanjie highlighted the importance of the service industry's development level as a measure of a country's economic progress and called for companies to seize development opportunities [2] - The government plans to absorb and adopt valuable suggestions from enterprises in the formulation of the "14th Five-Year Plan" [2] - Recent measures released by the State Council signal strong support for the development of private enterprises, indicating a favorable environment for investment and growth in the service sector [3]

Core Viewpoint - The "14th Five-Year Plan" emphasizes the high-quality and efficient development of the service industry, marking a new stage of quality improvement and innovation integration in China's service sector [1][2]. Group 1: Expansion and Quality Improvement of the Service Industry - The service industry in China is set to expand and improve significantly, driven by structural changes such as increased GDP per capita, accelerated industrial transformation, and rising urbanization rates [2]. - The plan proposes actions to enhance the quality and capacity of the service industry, which will help reshape the economic ecosystem and better meet the needs of the population [2]. - The two main pillars of the service industry, productive and life services, are identified as "dual engines" for this expansion, with a focus on upgrading productive services to support industrial transformation and enhancing life services for public welfare [2][3]. Group 2: Continuous Expansion of Open Sectors - Expanding the openness of the service industry is crucial for its high-quality development, with the plan suggesting alignment with international trade rules to enhance market access [4][6]. - In the first nine months of this year, actual foreign investment in the service sector reached 410.93 billion yuan, accounting for over 70% of total foreign investment [4]. - The plan highlights the need to further open sectors such as telecommunications, biotechnology, and education, aiming to boost foreign investment and enhance the service industry's global competitiveness [4][6]. Group 3: Enhancing Integration Development Levels - The integration of modern services with advanced manufacturing and modern agriculture is a key trend, aimed at driving industrial transformation and enhancing core competitiveness [7]. - The dynamic process of integrating modern services with advanced manufacturing is expected to foster innovation and improve service quality, thereby promoting new production capabilities [7][8]. - The development of service-oriented manufacturing has shown initial advantages, with continuous improvement in the sector's development index from 2018 to 2023 [8].

Group 1 - The National Development and Reform Commission (NDRC) is implementing a series of important policy signals to stabilize economic growth in the short term while planning for quality improvement in the long term [1] - The NDRC is utilizing special bonds and policy financial tools to promote effective investment and stabilize economic growth, with a focus on key projects in specific provinces [1][2] - A total of 500 billion yuan in new policy financial tools has been fully allocated, supporting over 2,300 projects with a total investment scale of approximately 7 trillion yuan, targeting sectors like digital economy and urban renewal [2] Group 2 - The government is actively promoting the development of new consumption formats through diversified pilot policies, with financial support for trial cities based on their category [2] - The "Urban Commercial Quality Improvement Action Plan" aims to create a structured urban commercial ecosystem, establishing a three-tier commercial system to enhance consumer experience [3] - The importance of developing the service industry is emphasized, with plans to introduce measures to promote its growth, which is crucial for expanding domestic demand and optimizing economic structure [3][4] Group 3 - The government plans to guide funds towards key areas in the service industry, such as elderly care and cultural tourism, to enhance service quality and innovation [4] - The service consumption share of total consumption expenditure has been increasing, reaching 46.8% in the first three quarters of this year, indicating strong growth potential in the market [3]

Group 1 - The National Development and Reform Commission (NDRC) is implementing a series of important policy signals to stabilize economic growth in the short term while planning for high-quality development in the long term [1] - The NDRC is utilizing special bonds and policy financial tools to promote effective investment and stabilize economic growth, with a focus on key projects in specific provinces [1][2] - A total of 500 billion yuan in new policy financial tools has been fully allocated, supporting over 2,300 projects with a total investment scale of approximately 7 trillion yuan, targeting sectors like digital economy and urban infrastructure [2] Group 2 - The NDRC is actively promoting the development of new consumption formats and has launched a series of support measures for new business models and scenarios [2] - The Ministry of Commerce and other departments have introduced an "Urban Commercial Quality Improvement Action Plan" to create a structured urban commercial ecosystem, emphasizing a three-tier commercial system [3] - The importance of developing the service industry has been highlighted, with plans to introduce measures to promote innovation and efficiency in life service sectors, which are crucial for expanding domestic demand [4]

Core Insights - The National Development and Reform Commission (NDRC) is accelerating the implementation of effective investment policies, with a recent allocation of 500 billion yuan for local government debt to enhance comprehensive financial capacity and expand effective investment [1] - The NDRC has introduced an additional 200 billion yuan in special bond quotas specifically for supporting investment projects in certain provinces [1] - The NDRC is also focusing on the innovation and development of the service industry, identifying multiple trillion-yuan market opportunities, particularly in sectors like gaming and related products [1] - Recent forecasts from international economic organizations, such as the IMF and World Bank, have raised China's economic growth expectations for 2025 by 0.8 percentage points compared to earlier predictions [1] Investment and Policy Measures - The NDRC will supervise and guide relevant provinces in utilizing the new bond quotas effectively, expediting the issuance and use of special bonds, and ensuring timely project commencement to generate tangible work output [1] - A policy document is being developed to enhance the diversified development mechanism of the service industry, aiming to better meet the public's needs and further unlock growth potential in this sector [1] Economic Outlook - The NDRC plans to strengthen the regular policy research and reserve, with timely implementation of measures as needed, in response to the improved economic growth forecasts from international organizations [1]

Core Insights - The "14th Five-Year Plan" period is crucial for Yangzhou's service industry, focusing on high-quality development and integration with advanced manufacturing and modern agriculture [1] - Yangzhou aims to build a robust service industry development system, contributing to its goal of becoming a "trillion city" and enhancing its three major city brands [1] Group 1: Industry Scale and Growth - During the "14th Five-Year Plan," Yangzhou's service industry demonstrated resilience and vitality, with a projected service industry added value of 380.94 billion yuan in 2024, a year-on-year growth of 5.7%, accounting for 48.8% of GDP [2] - By the end of 2024, the number of large-scale service enterprises in Yangzhou reached 1,734, an increase of 857 compared to the end of the "13th Five-Year Plan" [2] - The service industry has become the main channel for employment, absorbing nearly 50% of the city's workforce [2] Group 2: Structural Optimization and Quality Improvement - The service industry not only achieved stable growth in quantity but also made significant qualitative improvements, accelerating the transformation of old and new growth drivers [3] - The number of large-scale productive service enterprises exceeded 1,300 in 2024, with their added value accounting for approximately 59% of the service industry [3] - The modern logistics sector has been recognized as a key player in the national strategy, while innovative financial products have emerged to support the industry [3] Group 3: Quality Upgrade in Life Services - The life service sector is evolving towards high quality and diversity, with social retail sales expected to reach 177.054 billion yuan in 2024 [4] - Tourism revenue surpassed 100 billion yuan, with new cultural landmarks becoming popular tourist attractions [4] - Various service sectors, including health, elderly care, and sports, are expanding and improving to meet diverse consumer needs [4] Group 4: Development Environment and Policy Support - Yangzhou is enhancing its business environment to support high-quality service industry development, focusing on institutional innovation and meeting enterprise needs [5] - A comprehensive policy framework has been established, including the "Three Plans" and "Two Projects" for modern service industry development [5] - The city is optimizing service project support mechanisms, including land, funding, and talent supply [6] Group 5: Future Development Goals - Yangzhou aims to create a modern service industry system that is efficient, vibrant, and competitive, focusing on the integration of productive, life, and future-oriented services [6] - The city plans to leverage technological innovation, deep integration, and industrial upgrades to enhance service industry capabilities [6] - Yangzhou is set to embark on a new journey towards becoming a significant modern service industry hub in the Yangtze River Delta region [6]

Group 1 - The core viewpoint emphasizes the strategic planning and implementation of various actions by the Nantong municipal government to promote the high-quality development of the modern service industry during the "14th Five-Year Plan" period [1][2] - The total scale of the service industry in Nantong has expanded, with a stable growth trend, achieving an average annual growth rate of 4.9% and a service industry value added of 5,983 billion yuan in 2024, accounting for 48.2% of GDP [2][3] - The structure of the service industry is continuously optimized, with the proportion of revenue from the production service industry reaching 71.4% of the total service industry revenue in 2024, and significant growth in tourism and new consumption landmarks [3][4] Group 2 - The cultivation of enterprises has seen both quantity and quality improvements, with 2,412 large-scale service enterprises established, marking a net increase of 952 since the end of the "13th Five-Year Plan" [4][5] - The integration of development has been effectively promoted, with 51 provincial-level pilot units for the integration of two industries cultivated, and new models of service industry integration emerging [6][7] - The construction of service industry carriers has been upgraded, with over 120 key buildings of more than 3,000 square meters and a building occupancy rate increasing from 64% to nearly 70% [7][8] Group 3 - Looking ahead to the "15th Five-Year Plan" period, Nantong aims to align with new development trends such as artificial intelligence and digital economy, focusing on digital empowerment and green development [8]