消费是国民经济的基础，是推动经济增长的重要引擎。党的二十大报告提出"增强消费对经济发展的基 础性作用"，党的二十届三中全会《决定》提出"完善扩大消费长效机制"，党的二十届四中全会《建 议》提出"坚持扩大内需这个战略基点，坚持惠民生和促消费、投资于物和投资于人紧密结合""扩大有 效投资"等。这充分体现了以习近平同志为核心的党中央对提振消费、扩大内需一以贯之的重视。我们 要深刻认识大力提振消费的重要现实意义和深远战略考量。 遵循经济规律的主动选择。习近平总书记指出："发展必须是遵循经济规律的科学发展"。消费在经济发 展中具有基础性作用，这是经济发展的一般规律。从世界经济史看，当一个国家进入工业化、城镇化后 期，大规模投资建设需求下降，投资效率、回报率及拉动作用逐渐下滑，经济发展必然转向以消费需求 为主要动力的新阶段。主要发达经济体在由中高收入阶段向高收入阶段迈进的过程中，消费对经济增长 的拉动作用显著增强。作为一个有着14亿多人口的发展中大国，我国正处在向高收入国家迈进的关键阶 段，把提振消费放在更加突出位置，既是主动之举，也是规律使然。对于一个大国来说，以国内大市场 和完备工业体系作为坚实依托，提振消费、扩大内 ...

Core Insights - The national e-commerce work conference held on January 13-14 emphasized four key areas for development by 2026: strengthening top-level design, enhancing development capabilities, creating a favorable ecosystem, and expanding open cooperation [1][2] Group 1: E-commerce Development Environment - Since the 14th Five-Year Plan, the e-commerce development environment has continuously improved, with the Ministry of Commerce and local departments implementing various policies to boost digital consumption, rural e-commerce, and cross-border e-commerce, injecting strong momentum into the construction of a unified national market [1] - The overall scale of digital consumption has exceeded 23.8 trillion yuan, making China the world's largest online retail market for 13 consecutive years [1] - The integration of digital and real economies has deepened, with over 1,500 industrial e-commerce matching events covering nearly 10,000 enterprises, effectively empowering traditional industry upgrades [1] Group 2: Social and Economic Impact - The social benefits of e-commerce have been continuously enhanced, with related employment exceeding 78 million and express delivery business volume growing at an average annual rate of nearly 20% [1] - The scale of software and information services related to cloud computing and big data has rapidly increased, demonstrating significant contributions during pandemic prevention and control efforts [1] - E-commerce has become a new driving force for cultivating new productive forces and plays an active role in building a new development pattern [1] Group 3: Strategic Goals for the 15th Five-Year Plan - The 15th Five-Year Plan period is crucial for achieving socialist modernization, with 2026 marking the beginning of this phase [2] - The conference highlighted the importance of integrating domestic economic work with international economic and trade struggles, focusing on high-quality development, high-level openness, and efficient governance in e-commerce [2] - Key strategies include strengthening party leadership, driving innovation, optimizing the development environment, and expanding open cooperation for inclusive and win-win outcomes [2]

Core Insights - The national e-commerce work conference was held in Beijing on January 13-14, focusing on the implementation of the central economic work conference's spirit and summarizing the achievements of e-commerce during the 14th Five-Year Plan period, particularly for 2025 [1] Group 1: Achievements and Developments - Since the 14th Five-Year Plan, the Ministry of Commerce has worked with local departments to promote high-quality development in e-commerce, optimizing the development environment and implementing policies for digital consumption, rural e-commerce, and cross-border e-commerce [2] - The overall scale of digital consumption has exceeded 23.8 trillion yuan, with China maintaining its position as the world's largest online retail market for 13 consecutive years [2] - Over 1,500 industrial e-commerce matching activities have been conducted, covering nearly 10,000 enterprises, effectively empowering traditional industry upgrades and promoting online-offline synergy [2] - The number of "Silk Road e-commerce" partner countries has increased to 36, with successful progress in the creation of pilot zones, sharing the benefits of China's large e-commerce market globally [2] - Employment related to e-commerce has surpassed 78 million, with express delivery business volume growing nearly 20% annually, showcasing the sector's significant social impact [2] Group 2: Future Goals and Strategies - The 15th Five-Year Plan period is crucial for achieving socialist modernization, with 2026 marking the beginning of this phase [3] - The conference emphasized four key areas for development: strengthening party leadership for upward growth, driving innovation for new development, optimizing the environment for positive growth, and expanding open cooperation for inclusive benefits [3] - The conference included representatives from central and national departments, as well as commerce authorities from provinces, autonomous regions, and municipalities [3]

Group 1 - The core viewpoint of the article is the introduction of 28 policy measures by the Shanghai Municipal Government to enhance service quality and boost consumption across six key sectors: finance, information services, transportation, cultural and entertainment services, life services, and inspection and certification [1][3] Group 2 - In the financial sector, the measures encourage innovation in financial products tailored to new consumption trends, such as holiday, night, nostalgic, and anime economies, and include personal consumption loan interest subsidies and optimized auto loan processes [1][2] - In transportation services, the government supports airlines in launching new international routes and developing luxury tourism trains, as well as enhancing airport commercial layouts to create composite consumption scenarios [2] - In the cultural and entertainment sector, there is a focus on promoting the gaming and esports industry, supporting the development of original IP games, and incentivizing quality micro-short film content creation [2] Group 3 - The next steps involve ensuring the effective implementation of the measures by coordinating service supply with consumer demand, promoting digital, green, and intelligent consumption, and enhancing service quality [3] - The government aims to create a favorable environment for sustained consumption growth by implementing fiscal and financial support policies and improving service quality management and brand building [3]

Group 1 - The core viewpoint of the article emphasizes the strategic focus of the national business system for 2026, highlighting the implementation of eight key areas of work to boost consumption and enhance trade and investment [1][2][3] - The meeting identified that during the "14th Five-Year Plan" period, the role of consumption as a main driver has significantly strengthened, and the three pillars of a strong trade nation have become more solid [1] - The specific focus for 2026 includes deepening the implementation of consumption promotion actions, optimizing policies for replacing old consumer goods, and fostering new growth points in service consumption [1][2] Group 2 - The article outlines the need to establish a modern market and circulation system, promoting the construction of a unified national market, and enhancing the retail industry's innovative development [2] - It emphasizes the importance of creating new advantages for attracting foreign investment and enhancing the "Invest in China" brand, alongside improving the foreign investment service guarantee system [2] - The article also discusses the necessity of risk prevention and mitigation, including the establishment of a robust legal framework and trade risk prevention mechanisms to maintain supply chain resilience and security [2]

Group 1 - The core focus of the national business system for 2026 includes eight key areas: consumption, circulation, trade, foreign investment, alignment with international rules, outbound investment, economic and trade cooperation, and risk prevention [1][2] - The first priority is to implement actions to boost consumption, including creating the "Buy in China" brand, fostering new growth points in service consumption, optimizing the old-for-new policy for consumer goods, and enhancing the international consumption environment [1] - The meeting emphasizes the construction of a unified national market, improving the modern market and circulation system, and promoting the integration of domestic and foreign trade [1] Group 2 - To promote trade innovation, the meeting aims to enhance the "Export China" brand by upgrading goods trade, developing service trade, and encouraging service exports [1] - The initiative to enhance the "Invest in China" brand includes expanding service sector openness, improving investment promotion levels, and establishing a robust foreign investment service guarantee system [1] - The meeting also outlines specific measures for aligning with international high-standard economic and trade rules, effectively managing outbound investment, deepening bilateral and multilateral economic cooperation, and preventing and mitigating risks [2]

Core Viewpoint - The national business system will focus on eight key areas by 2026, including consumption, circulation, trade, foreign investment, alignment with international rules, foreign investment, economic and trade cooperation, and risk prevention and mitigation [1][2] Group 1: Consumption and Market Development - The first priority is to implement actions to boost consumption and create the "Buy in China" brand, which includes fostering new growth points in service consumption and optimizing the implementation of the old-for-new consumption policy [1] - The aim is to develop an international consumption environment and promote digital, green, and health consumption to stimulate the vitality of the lower-tier market [1] Group 2: Market and Trade Innovation - The meeting emphasized the need to establish a modern market and circulation system, enhance institutional guarantees, optimize infrastructure, and promote innovation in the retail sector [1] - There is a focus on integrating domestic and foreign trade, optimizing and upgrading goods trade, and significantly developing service trade while encouraging service exports [1] Group 3: Foreign Investment and Economic Cooperation - The initiative to enhance the "Invest in China" brand aims to create new advantages for attracting foreign investment, with plans to gradually expand the opening of the service sector and improve investment promotion levels [1] - The meeting also outlined specific measures for aligning with international high-standard economic and trade rules, effectively managing foreign investment, and deepening bilateral and multilateral economic and trade cooperation [2]

Group 1 - The core focus of the national business system is to implement eight key initiatives to boost consumption, trade, and investment by 2026, marking the beginning of the 14th Five-Year Plan [1][2] - The first priority is to enhance the "Buy in China" brand by fostering new growth points in service consumption, optimizing the old-for-new consumption policy, and creating an international consumption environment [2][3] - The meeting emphasizes the importance of developing digital, green, and health consumption to invigorate the lower-tier market [2] Group 2 - The initiative to promote the "Export China" brand includes optimizing and upgrading goods trade, significantly developing service trade, and encouraging service exports [2][3] - The focus is on innovating digital and green trade while promoting the integration of trade and investment [2] - To attract foreign investment, the strategy includes expanding autonomous openings in the service sector and enhancing the foreign investment service guarantee system, thereby polishing the "Invest in China" brand [2][3] Group 3 - The meeting outlines the need for effective management of foreign investments, guiding cross-border supply chain layouts, and enhancing overseas service systems [3] - It also highlights the importance of deepening "Belt and Road" economic cooperation and developing cross-border e-commerce [3] - The agenda includes expanding and enriching the free trade zone network and improving the legal framework related to foreign trade [3]

Group 1 - The national business conference outlined eight key tasks for the business system by 2026, focusing on enhancing consumption, modern market systems, trade innovation, foreign investment, international trade rules, foreign investment management, bilateral cooperation, and security in openness [1] - The conference emphasized the implementation of a consumption boost initiative, aiming to create the "Buy in China" brand, enhance service consumption, and optimize policies for upgrading consumer goods [1] - The development of a modern market and circulation system is prioritized, with efforts to promote a unified national market and innovate in the retail sector [1] Group 2 - Trade innovation will be promoted through the "Export China" brand, with a focus on optimizing goods trade, developing service trade, and encouraging digital and green trade [2] - The conference aims to enhance foreign investment attractiveness by promoting the "Invest in China" brand and improving the foreign investment service guarantee system [2] - Effective foreign investment management will be implemented to guide cross-border supply chain layouts and enhance overseas service systems, particularly in the context of the Belt and Road Initiative [2]

Group 1 - The national business work conference highlighted eight key areas of focus for 2026, emphasizing the importance of boosting consumption and creating the "Buy in China" brand [1][3] - There is a plan to enhance the modern market and circulation system, promoting the construction of a unified national market and integrating domestic and foreign trade [1][3] - The conference aims to drive trade innovation and promote the "Export China" brand, focusing on optimizing goods trade and developing service trade [1][3] Group 2 - Efforts will be made to create new advantages for attracting foreign investment, enhancing the "Invest in China" brand, and improving the foreign investment service guarantee system [1][3] - The conference will align with international high-standard economic and trade rules, further promoting the construction of open highlands and enhancing the quality and efficiency of open platforms [1][3] - There will be a focus on effective management of foreign investment, guiding cross-border supply chain layouts, and strengthening overseas project supervision [2][4] Group 3 - The conference emphasizes deepening multilateral and bilateral economic and trade cooperation, promoting win-win cooperation across multiple fields, and expanding the free trade zone network [2][4] - Risk prevention and mitigation will be prioritized, with improvements to the foreign-related legal system and trade risk prevention mechanisms to maintain supply chain resilience and security [2][5]